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associate deal services

CliftonLarsonAllen

<div><div>CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.</div><div><div><div><div><div><div><div><div><div>
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire an Associate, Deal Services in our New York, NY office. An Associate, Deal Services performs financial Quality of Earnings, due diligence, excel financial analysis, and other consultative services for clients who are buying a business, selling a business, or otherwise contemplating some type of merger &amp; acquisition activity.
As an Associate, Deal Services, you will:<ul><li>Financial Analysis: Performs ad hoc analysis under tight deadlines. Performs original financial statement modeling with a high degree of accuracy. Writes reports on findings for communication to the client and their advisors.</li><li>Service Specialization: Clients may be in any industry with a need for a technical specialist or may be industry focused. Service specialists focus development within a particular service (and sometimes a secondary service). These individuals possess a deep knowledge of a service first and foremost, which transcends multiple industries or one particular industry. They gain knowledge on the full suite of service capabilities CLA can provide.</li><li>Transaction Advisory/Deal Services: Performs the detail financial due diligence. Collects and analyzes financial data to detect errors in financial reporting. Summarizes key accounting policies and detects key issues which may impact transaction value or client risk. Helps build detailed analysis and reports based on findings to be delivered to the client under tight deadlines while maintaining highest quality standards. Supports multiple engagements on time and within budget, identifying issues and communicating progress and results to supervisors. Completes assigned portions of engagements with consistency and accuracy and within tight time frames. May begin to direct small quality of earnings projects at the two-year level.</li></ul>
What you will need:<ul><li>Bachelor&rsquo;s degree in accounting, finance, or a related field required.</li><li>Exposure to financial statement preparation, audits, and reviews preferred</li><li>Working towards CFA, CPA or other post-graduate degree or relevant industry/service certification</li><li>General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis and reporting of financial data</li><li>Understanding of internal software systems including Pfx Engagement, Microsoft Teams, and Microsoft Windows and Office</li></ul>
Our Perks:<ul><li>
Flexible PTO (designed to offer flexible time away for you!)</li><li>
Up to 12 weeks paid parental leave</li><li>
Paid Volunteer Time Off</li><li>
Mental health coverage</li><li>
Quarterly Wellness stipend</li><li>
Fertility benefits</li><li>
Complete list of benefits here</li></ul>
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. 
The compensation range for this position in New York is: $70,300 - $108,000 
#LI-SK1</div></div></div></div></div></div></div></div></div>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.</div>

Associate, Deal Services

JPMorganChase

<div>JOB DESCRIPTION 
<div>
Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration. Join us and be part of a company that supports your professional journey and offers exciting challenges.</div><div> 
As a Trading Services Associate II within JPMorganChase, you will play a pivotal role in the seamless execution of trade activities, from order entry to settlement. While still developing, your expertise in market products and understanding of automation technologies will be instrumental in optimizing our trading services. You will be expected to leverage your proficiency in change management and continuous improvement to enhance the efficiency and resilience of our operating platform. Your role will also allow you to keep developing your relationships with internal stakeholders, presenting insights to senior management, and driving process improvements. Your decisions will contribute and impact on short-term team and department goals, and you will often guide others in their work activities, contributing to the overall success of our trading services. 
 
Job responsibilities
</div><div><ul><li>Execute daily trading operations efficiently, ensuring timely and accurate trade execution while collaborating with traders and team members to resolve discrepancies.
</li><li>Monitor and reconcile trading accounts to maintain accuracy, driving the development and implementation of process improvements for enhanced operational efficiency.
</li><li>Deliver exceptional service to internal and external clients, maintaining up-to-date knowledge of market trends, trading regulations, and ensuring compliance with company policies and industry standards.
</li><li>Prepare and analyze trading reports for management review, actively participating in team meetings and contributing to strategic discussions.
</li><li>Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment.
</li><li>Manage ad-hoc projects and tasks as assigned, demonstrating adaptability and a proactive approach to addressing emerging needs.
</li><li>Serve as primary Middle Office contact supporting all structured lending transactions entered into by the Portfolio Financing desk</li><li>
Coordinate communications between structuring, the trading desk, Credit Risk, and operational stakeholder groups in order to close new structured finance transactions</li><li>
Assist the Front Office in management of deal lifecycle activities (drawings, distributions, waterfalls, etc.) by running hypothetical scenarios based on client requests to ensure compliance with the deal triggers</li><li>
Perform ongoing monitoring of structured finance deal triggers and compliance conditions including Market Value triggers, Portfolio value, Concentration limits, and Borrowing Base testing</li><li>
Serve as primary point of contact for client inquiries for the firm&rsquo;s buy-side customers, including hedge funds and asset managers</li></ul>
</div><div>Required qualifications, capabilities, and skills
</div><div><ul><li>Extensive experience in trading or financial services, showcasing a deep understanding of industry practices and operations.
</li><li>Strong analytical and problem-solving skills, enabling effective decision-making and innovative solutions.
</li><li>Excellent communication and interpersonal abilities, facilitating clear and productive interactions with colleagues and stakeholders.
</li><li>Proficiency in Microsoft Office Suite, particularly Excel, along with advanced digital literacy for integrating innovative technologies in trade services.
</li><li>Ability to thrive in fast-paced environments, maintaining a detail-oriented approach and strong organizational skills to manage multiple tasks and adapt to changing priorities.
</li><li>Demonstrated capability to work collaboratively in team settings, with a solid knowledge of trading systems and financial markets, and a strong commitment to delivering high-quality results.
</li></ul></div><div></div><div>Preferred qualifications, capabilities, and skills
</div><div><ul><li>Proficiency in trading platforms and software, demonstrating the ability to effectively navigate and optimize these tools.
</li><li>Understanding of regulatory requirements in the trading industry, ensuring compliance and adherence to industry standards.
</li><li>Capability to leverage digital literacy for adopting and integrating innovative technologies, enhancing trade services and operational efficiency.
</li><li>Skill in utilizing AI and machine learning to enhance trade service processes, driving improved decision-making and data-driven insights.
</li><li>Ability to interpret large data sets and communicate results to stakeholders.
</li><li>Previous experience with programing language such as Python is preferred.
</li></ul></div>ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Trade Support Senior Associate

Lazard

<div>
 
 Job Description
 
 
 
 Lazard is one of the world&rsquo;s preeminent financial advisory and asset management firms.
 
 Our people and culture make the difference
 
 . While global in presence and reach, ours is a close, collaborativecommunity of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward &mdash; and for careers to take flight.
 
 
 Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world&rsquo;s largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network.
 
 
 We are looking for an Associate to join the Healthcare Group. Healthcare bankers work on a variety of strategic transactions for leading and emerging healthcare services, biopharma and medtech companies. The New York-based team is a key part of Lazard&rsquo;s global healthcare practice and leads the coverage and execution of transactions for companies across the U.S. This role is available in New York or Chicago.
 
 
 
 We&rsquo;ll Trust You To
 
 
 
 <ul>
 <li>
 Perform a variety of financial analyses and create complex models
 </li>
 <li>
 Prepare and create client presentations and meeting materials
 </li>
 <li>
 Interact with client senior executives
 </li>
 <li>
 Manage deal processes
 </li>
 <li>
 Conduct research on relevant companies / sectors
 </li>
 <li>
 Provide guidance to teammates at the Analyst level
 
 
 </li>
 </ul>
 
 You&rsquo;ll Need To Have
 
 
 
 <ul>
 <li>
 At least two years of investment banking experience (strong preference for those with M&amp;A deal experience), financial consulting, or other meaningful healthcare M&amp;A experience
 </li>
 <li>
 Strong financial modeling skills and quantitative background coupled with meticulous attention to detail
 </li>
 <li>
 Excellent verbal/written communication skills with ability to manage a variety of transactions and projects simultaneously
 </li>
 <li>
 Demonstrated team player attitude and leadership qualities with a strong motivation to contribute to a positive team culture
 </li>
 <li>
 Top academic performance with comfort operating in an unstructured environment which values initiative, creativity, maturity, and poise
 </li>
 <li>
 Bachelor&rsquo;s degree required
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
 
 
 We expect the base salary range for this role to be approximately $185,000 - $250,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant&rsquo;s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Base salary is one component of Lazard Financial Advisory&rsquo;s compensation package, which also includes comprehensive benefits and may include incentive compensation.
 
 
 
 Does this sound like you?
 
 
 
 Apply! We&rsquo;ll get in touch on the next steps
 
 .
 
 
 
 
 Representation at Lazard
 
 
 
 Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.
 
 
 Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.
 
 
</div>

Associate - Healthcare

Johnson & Associates

<div>
 
 
 Location:
 
 New York or New Jersey
 
 
 
 Working Arrangement:
 
 Hybrid (2 days in office, 3 days remote)
 
 
 Salary: $80,000 - $120,000 ( Analyst or AVP dependant )
 
 
 
 
 
 
 The Opportunity
 
 
 
 
 
 
 We are partnering with a leading global bank to recruit a
 
 Loans Agency AVP / Analyst
 
 to join their
 
 Loans Agency Operations team
 
 . This is a unique opportunity for an experienced professional to take ownership of the administration and servicing of a complex loan agency portfolio, ensuring precision, compliance, and operational excellence.
 
 
 In this role, you will act as a key liaison between clients, banks, and internal stakeholders, providing technical expertise and leadership across the full lifecycle of agency and bilateral loan facilities. Your ability to interpret loan documentation, manage risk, and drive process improvements will be critical in delivering a seamless client experience.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 
 Loan Administration and Maintenance:
 
 </li>
 <li>
 Independently manage the daily loan administration of commitment facilities, including borrowings, rollovers, repayments, and prepayments.
 </li>
 <li>
 Review and approve loan deals, ensuring alignment with credit approvals and facility documentation.
 </li>
 <li>
 Provide technical support and consultative guidance to account officers and loan administration staff.
 </li>
 <li>
 
 Deal Execution and Closing:
 
 </li>
 <li>
 Lead the administrative aspects of new deal closings, including pre-closing coordination, documentation review, and funds flow management.
 </li>
 <li>
 Calculate, invoice, and disburse deal-related fees, ensuring accuracy and compliance.
 </li>
 <li>
 Coordinate with borrowers, agent banks, and internal teams to facilitate smooth transaction execution.
 </li>
 <li>
 
 Stakeholder Engagement:
 
 </li>
 <li>
 Serve as the primary liaison for clients, agent banks, and internal teams, resolving queries and ensuring timely communication.
 </li>
 <li>
 Collaborate with Treasury on rate settings, funding, and reconciliation activities.
 </li>
 <li>
 Support system migration initiatives, including LoanIQ training and process optimisation.
 </li>
 <li>
 
 Process Improvement:
 
 </li>
 <li>
 Identify opportunities for operational efficiency and contribute to ongoing process enhancements.
 </li>
 <li>
 Maintain the integrity and accuracy of all transactional data and records.
 </li>
 </ul>
 
 
 
 
 
 What We Look For
 
 
 <ul>
 <li>
 
 Experience:
 
 Loans agency administration experience
 </li>
 <li>
 
 Technical Skills:
 
 Proficiency in
 
 LoanIQ, ACBS
 
 , or similar loan administration platforms.
 </li>
 <li>
 
 Personal Attributes:
 
 Exceptional organisational skills, attention to detail, and the ability to thrive in a high-pressure environment. Strong communication and stakeholder management skills are essential.
 </li>
 </ul>
 
 
 
 
 
 Why This Role?
 
 
 
 This position offers the opportunity to work within a
 
 high-performing, growing, global team
 
 that values
 
 precision, innovation, and client service
 
 , within a collaborative environment offering a good work life balance. You will have the chance to
 
 shape processes
 
 , influence deal execution, and contribute to a portfolio of
 
 high-value, complex transactions
 
 . With a
 
 competitive salary
 
 ,
 
 hybrid working arrangement
 
 , and genuine autonomy, this role is ideal for professionals seeking
 
 technical depth and career progression
 
 .
 
</div>

Loans Agency AVP / Analyst

Jefferies

<div>
 
 Job Description
 
 
 
 Jefferies Group LLC, the largest independent, global, full-service investment banking and capital markets firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company.
 
 
 
 Position Summary
 
 
 
 Jefferies is seeking an Equity Research Associate for its Energy Equity Research team which covers ~40 stocks. In this role, the associate will have the opportunity to analyze industry macro trends and company financials under the direction of senior members of the team. In particular, the associate will work closely with senior team members on Jefferies&rsquo; refining equity research coverage. The associate will be responsible for managing industry databases, updating presentations, and maintaining financial models as well as contributing to our flagship North American Energy Weekly report. In addition, the associate will manage updating the Jefferies refining price deck and refining weekly report. The associate will also work closely with the team to support producing reports, including earnings reports, company notes, monthly/weekly publications and initiation reports. Over time, the associate will also be responsible for communicating recommendations to sales, trading and clients.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Responsible for associate-level coverage of an array of energy stocks with a focus on US refiners
 </li>
 <li>
 Build and maintain detailed company models and industry databases, including the Jefferies refining price deck
 </li>
 <li>
 Work on recurring energy reports including our flagship North American Energy Weekly report and Refining Weekly report
 </li>
 <li>
 Write first look notes, contribute to longer thematic reports, and company initiations
 </li>
 <li>
 Field questions and communicate with sales and/or clients
 </li>
 <li>
 Maintain relationships with company IR teams.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Strong academic background, with a focus on accounting, finance, or economics with Bachelor's Degree
 </li>
 <li>
 1 -2 years experience of financial services experience with a preference for research experience
 </li>
 <li>
 Experience in oil &amp; gas (especially refining) is advantageous
 </li>
 <li>
 Advanced excel &amp; modelling skills are critical
 </li>
 <li>
 Experienced using FactSet and/or Bloomberg
 </li>
 <li>
 Ability to multi-task with strong attention to detail
 </li>
 <li>
 Demonstrated ability to work in a time sensitive environment
 </li>
 <li>
 Ability to work effectively in a team
 </li>
 <li>
 Excellent written and verbal communication skills
 </li>
 <li>
 CFA or progression towards CFA preferred
 
 
 </li>
 </ul>
 FINRA Series 63, 86 and 87 highly preferred (required within 5 months of hire)
 
 
 Primary Location Full Time Salary Range of $100,000 - $120,000.
 
 
 
 About Us
 
 
 
 Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
 
 
 At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
 
 
 Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
 
 
 The salary offered will take into consideration an individual&rsquo;s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
</div>

Equity Research Associate - Energy

Hoxton Circle

<div>
 
 
 Vice President, Head of Human Resources - PE Firm
 
 
 
 
 Hybrid Role - Mid Town Manhattan
 
 
 
 
 
 
 
 A Note from Me &amp; About the Firm
 
 
 
 
 
 
 I've worked with this PE firm for years and they are genuinely one of my favorite clients, which is why I'm excited about this search. A few things that make them different:
 
 <ul>
 <li>
 They are the rare PE firm that is actually down to earth. Incredibly smart, work hard, but also fun to be around. Kind and decisive, which you don't always get together.
 </li>
 <li>
 They genuinely value their people. They sit on weekly recruiting calls with me for portfolio company roles more junior than any other PE firm I work with, because they understand how much talent matters at every level. They spend their time in the right places.
 </li>
 <li>
 The team is around 40 people, a strong mix of hungry early-career talent and seasoned senior professionals.
 </li>
 <li>
 They are completely receptive to HR and hungry for it. They will back initiatives with real budget. For the right person, this is an unusually good platform to build something.
 </li>
 </ul>
 
 
 
 
 
 The Opportunity
 
 
 
 
 
 
 The VP, Head of Human Resources will lead internal talent and human capital strategy for the firm. This is a strategic partner role to the Partners and deal team, responsible for building a high-performing, engaged organization through best-in-class recruiting, performance management, compensation, leadership development, and cultural engagement.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 
 
 
 Talent Acquisition &amp; Workforce Planning
 
 
 <ul>
 <li>
 Lead end-to-end recruiting across the firm, partnering with Partners and deal teams on role scope, candidate profiles, and hiring priorities
 </li>
 <li>
 Build proactive talent pipelines and manage relationships with search partners
 </li>
 <li>
 Drive a rigorous, structured interview and assessment process
 </li>
 </ul>
 
 
 Performance Management &amp; Talent Development
 
 
 <ul>
 <li>
 Design and execute goal setting, mid-year and year-end reviews, and ongoing feedback mechanisms
 </li>
 <li>
 Build career pathing and development planning to support retention and growth
 </li>
 <li>
 Partner with leadership to identify high-potential talent and build succession plans
 </li>
 </ul>
 
 
 Compensation &amp; Benefits
 
 
 <ul>
 <li>
 Facilitate the firm's compensation philosophy, benchmarking, and internal equity
 </li>
 <li>
 Manage annual compensation cycles including base, bonus, and incentive design
 </li>
 <li>
 Oversee competitive benefits programs
 </li>
 </ul>
 
 
 Culture, Engagement &amp; Leadership Development
 
 
 <ul>
 <li>
 Strengthen firm culture and employee experience through engagement initiatives and internal communications
 </li>
 <li>
 Design leadership development programs for investment professionals and functional leaders
 </li>
 <li>
 Lead planning and execution of firmwide meetings, offsites, and the summer intern program
 </li>
 </ul>
 
 
 HR Operations
 
 
 <ul>
 <li>
 Oversee HR policies, systems, employee lifecycle, and compliance with employment laws
 </li>
 <li>
 Build scalable HR infrastructure to support firm growth
 </li>
 </ul>
 
 
 
 
 
 Ideal Background
 
 
 <ul>
 <li>
 8&ndash;15+ years in HR, talent, or human capital leadership roles
 </li>
 <li>
 Experience in private equity, investment firms, or high-performance professional services strongly preferred
 </li>
 <li>
 Track record partnering with senior leadership on talent strategy and organizational development
 </li>
 <li>
 Deep expertise across recruiting, performance management, compensation, and organizational development
 </li>
 <li>
 Strong executive presence, sound judgment, and discretion with sensitive matters
 </li>
 <li>
 Data-driven, pragmatic, and solutions-oriented with high ownership
 </li>
 </ul>
 
 
 
 
 
 Compensation:
 
 
 <ul>
 <li>
 $200k base salary + 30% cash bonus
 
 and flexible for the right candidate
 
 </li>
 </ul>
 
 
 
 
 
 Hybrid Schedule:
 
 
 <ul>
 <li>
 4 days per week in office in mid-town Manhattan, walkable from Grand Central or Penn Station.
 </li>
 </ul>
</div>

Vice President Human Resources (Private Equity)

<div><h2 class="jobSectionHeader">Description</h2>
<div>
Works with the Transactional Risk Team within the Willis Mergers &amp; Acquisitions Group in the design and placement of transactional risk products for clients, attends deal calls with clients to secure transaction information, prepares submissions/coverage specifications, assists with preparing advice to client regarding carrier selection and deal structure considerations, prepares internal financial and statistical reports including analysis of M&amp;A market trends and team data. Maintains strong relationships with key carriers. 


Description 

<ul>
<li>Synthesize M&amp;A deal information from clients to prepare market submissions</li>
<li>Draft submissions including preparing joinders to non-disclosure agreements, outlining coverage specifications, and synthesizing transaction details</li>
<li>Analyzes feedback from carriers and prepares coverage comparison report to share with clients including comprehensive analysis of market terms and recommendations for the best program</li>
<li>Manage tracking and timing of deliverables between the client and carriers (including acquisition agreement, agreement schedules, due diligence reports and non-reliance letters)</li>
<li>Assists Senior Brokers in developing materials and statistics for client meetings as requested</li>
<li>Develop and share with clients, producers and colleagues, knowledge about the M&amp;A market and product solutions as they relate to classes of business, as requested by Senior Broker</li>
<li>Analyze and track team data around deal activity and team placements for regular internal reporting</li></ul> 

</div>
<h2 class="jobSectionHeader">Qualifications</h2>
<div>
Qualifications 

<ul>
<li>College degree with major in finance, accounting or risk management desired</li>
<li>1-5 years of Industry experience, preferably with M&amp;A or complex insurance experience, or with representations &amp; warranties, contingent and/or tax liability, preferred</li>
<li>Must have obtained insurance brokers license within 60 days of employment</li>
<li>Must possess strong attention to detail</li>
<li>Ability to synthesize and organize data</li>
<li>Must demonstrate core competency of Willis Values &amp; Vision</li>
<li>Special emphasis on analysis capabilities, must be detail oriented and comfortable working with numbers</li>
<li>Self-starter/requires minimal supervision</li>
<li>Will seek guidance when needed</li>
<li>Solid presentation skills &ndash; written and oral</li>
<li>Good listener</li>
<li>Strong leadership skills</li>
<li>Enhancing client service skills</li>
<li>Ability to deal with difficult client situations on short timelines</li>
</ul>
What can we offer you?

Competitive salary and a comprehensive benefits package including life, medical, dental, vision, flexible spending accounts, disability coverage, 401k and an employee stock purchase plan as well as many other options to full time employees. 


Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $90,000.00 - $170,000.00 USD per year.

This role is also eligible for an annual short-term incentive bonus.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Company Benefits (US):
<ul>
<li>Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&amp;D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.</li>
<li>Leave Benefits: Paid holidays, annual paid time off (including state/local paid leave where required), company-paid disability (short-term and long-term), other leaves (bereavement, FMLA, ADA, jury duty, military leave, Parental and Adoption Leave), Paid Time Off (Washington roles only).</li>
<li>Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior-level colleagues who meet eligibility requirements.</li>
</ul>
If the position allows for flexible working:

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a &rdquo;hybrid&rdquo; style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and &ldquo;hybrid&rdquo; is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

 EOE, including disability/vets 


Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.</div></div>

Associate R&W Broker

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