avp financial planning & analysis (reporting & analytics)

equity research airlines and transportation, avp

avp financial planning & analysis (reporting & analytics) Jobs in New York

avp, mortgage loan originator Jobs in New York

avp, mortgage loan originator

avp, real estate & finance Jobs in New York

avp, real estate & finance

avp, strategic insights

equity research airlines and transportation, avp Jobs in New York

Johnson & Associates

<div>
 <p>
  <strong>
   Location:
  </strong>
  New York or New Jersey
 </p>
 <p>
  <strong>
   Working Arrangement:
  </strong>
  Hybrid (2 days in office, 3 days remote)
 </p>
 <p>
  Salary: $80,000 - $120,000 ( Analyst or AVP dependant )
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   The Opportunity
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  We are partnering with a leading global bank to recruit a
  <strong>
   Loans Agency AVP / Analyst
  </strong>
  to join their
  <strong>
   Loans Agency Operations team
  </strong>
  . 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.
 </p>
 <p>
  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.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   <strong>
    Loan Administration and Maintenance:
   </strong>
  </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>
   <strong>
    Deal Execution and Closing:
   </strong>
  </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>
   <strong>
    Stakeholder Engagement:
   </strong>
  </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>
   <strong>
    Process Improvement:
   </strong>
  </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>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What We Look For
  </strong>
 </p>
 <ul>
  <li>
   <strong>
    Experience:
   </strong>
   Loans agency administration experience
  </li>
  <li>
   <strong>
    Technical Skills:
   </strong>
   Proficiency in
   <strong>
    LoanIQ, ACBS
   </strong>
   , or similar loan administration platforms.
  </li>
  <li>
   <strong>
    Personal Attributes:
   </strong>
   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>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Why This Role?
  </strong>
 </p>
 <p>
  This position offers the opportunity to work within a
  <strong>
   high-performing, growing, global team
  </strong>
  that values
  <strong>
   precision, innovation, and client service
  </strong>
  , within a collaborative environment offering a good work life balance. You will have the chance to
  <strong>
   shape processes
  </strong>
  , influence deal execution, and contribute to a portfolio of
  <strong>
   high-value, complex transactions
  </strong>
  . With a
  <strong>
   competitive salary
  </strong>
  ,
  <strong>
   hybrid working arrangement
  </strong>
  , and genuine autonomy, this role is ideal for professionals seeking
  <strong>
   technical depth and career progression
  </strong>
  .
 </p>
</div>


Loans Agency AVP / Analyst

empire state

<div><ul><li><b>Applicants MUST submit a cover letter with resume to be considered.</b></li><li><b>This position will require in-office presence. Hybrid work schedules may be possible based on specific job duties and consistent with ESD policy.</b></li><li><b>Minorities, women, and </b><b><i>individuals with disabilities</i></b><b> are </b><b><i>encouraged to apply</i></b><b>. Please contact Human Resources if you require an accommodation.</b></li></ul><p></p><p><b><br>
BASIC FUNCTION:</b></p><p>
Reporting directly to the Senior Vice President of Real Estate Development and Planning, the Assistant Vice President of Real Estate and Finance will lead a diverse portfolio of statewide real estate transactions from community engagement and planning, environmental review and public approvals, transaction closing, and construction. The AVP will be responsible for leading financial and economic analysis for projects across the department&rsquo;s portfolio.</p><p></p><p><b><br>
WORK PERFORMED:</b></p><div><ul><li>
Develop financial models to evaluate various real estate development proposals and their financial value to New York State.</li><li>
Conduct financial and economic due diligence, including market comparables and assessment of key underwriting assumptions including hard and soft costs, financial returns, and interest rate inputs</li><li>
Evaluation of financing and real estate tax exemption structures.</li><li>
Execute real estate transactions including crafting term sheets and negotiating transactional documents such as ground leases, purchase and sale agreements, and PILOT payment structures.</li><li>
Manage public and private parties involved in project planning and design, securing entitlements, economic analysis, and real estate transactions. These parties may include landlords/landowners, developers, architects, urban planners, financial consultants, engineers, appraisers, title abstract companies, attorneys, environmental consultants, State and municipal agencies, and others.</li><li>
Lead the drafting of Request for Proposals for portfolio properties and manage the proposal evaluation and designation process.</li><li>
Interface with staff at NYS agencies as well as with local and county governments.</li><li>
Perform other duties as assigned.</li></ul></div><p></p><p><b><br>
MINIMUM REQUIREMENTS:</b></p><p><b>
Education Level</b><b>:</b> Bachelor&rsquo;s Degree required; graduate degree in real estate, urban planning, business, law, public policy, or related field preferred.</p><p><b>
Relevant Experience required</b><b>:</b> 5+ years in at least one of the following fields: real estate, finance, economic development, affordable housing, urban planning, public administration or in a related demanding analytic environment preferred.</p><p><b>
Knowledge required</b><b>:</b> Strong quantitative skills and financial underwriting, Excel proficiency is preferred; strong demonstrated written and oral communications and presentation skills; ability to 'set up the problem', manage projects against tight timelines, and work well in teams; ability to look at the big picture and search for insightful, creative solutions; ability to prioritize among competing needs and opportunities; enterprising and resourceful, organized and results oriented; energetic, pro-active, collaborative and strategic; knowledge of New York State and/or general issues relevant to economic development.</p></div>

AVP, Real Estate & Finance

NASDAQ

<div>We are seeking a strategic thinker to join the Corporate Strategy team and lead strategic insights for us. The position will work closely with the Strategy Leadership team in supporting the analyses and insights that help build conviction behind our long-term ambition. To that end, you will be responsible for developing and executing the strategic intelligence and insights roadmap as part of our annual strategic planning process.<p></p><p><b>
Responsibilities:</b></p><ul><li>
Identify and analyze macro, industry, regulatory, and technology trends; translate insights into implications for Nasdaq&rsquo;s ecosystem and long-term strategy.</li><li>
Develop and maintain competitive intelligence on key players and ecosystem dynamics; assess competitive positioning, leverage points, platform advantages, and predictions.</li><li>
Quantify enterprise value creation opportunities including revenue and profit pools, TAM/SAM analyses, and market share capture.</li><li>
Evaluate portfolio attractiveness and performance across growth and efficiency dimensions, including ROIC considerations and capital allocation trade-offs.</li><li>
Build enterprise scenarios and strategic narratives by defining value drivers, key assumptions, and &ldquo;what we need to believe&rdquo; to achieve long-term ambition, while surfacing risks and opportunities.</li><li>
Directly present key insights to the Nasdaq Executive Leadership team, as appropriate.</li><li>
Leverage AI-enabled research methods to produce high-quality landscape assessments, market maps, and insight reports.</li><li>
Curate, summarize, and synthesize key external content (e.g., podcasts, long-form essays, analysts, conferences, think-tanks) into clear, decision-useful takeaways for leadership.</li><li>
Support the Strategy Leadership team on ad hoc analyses for corporate strategic priorities, executive debate and decision-making, and time-sensitive strategic questions.</li><li>
Lead a small team of talented strategy professionals, develop the annual intelligence roadmap, and deliver outstanding insights.</li></ul><p></p><p><b>
Qualifications:</b></p><ul><li>
10+ years in a strategic role across finance, strategy, consulting or banking.</li><li>
Analytical thinker with the ability to put complex ideas into clear frameworks.</li><li>
Demonstrable experience in structured problem solving and strategic financial modeling skills.</li><li>
Ability to synthesize complex data and information to develop insights that are well explained &ndash; strong oral and written communications skills necessary.</li><li>
An understanding of capital markets, financial services, and fintech is preferred.</li><li>
Must be proactive, resourceful, and demonstrate intellectual curiosity.</li><li>
Must have the ability to react positively in the face of uncertainty and be able to pivot quickly, if required.</li><li>
Exhibit the highest standards of integrity and be pleasant &amp; fun to work with.</li></ul><p></p><p><b>
Come as You Are</b></p><p></p><p>
Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.</p><p></p><p>
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.</p><p></p><p><b>
What We Offer</b></p><p></p><p>
We&rsquo;re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq&rsquo;s overall success.</p><p></p>
The base pay range for this role is $172,000 - $335,000. In addition to base salary, Nasdaq provides a generous annual bonus/commission (short-term incentive), and equity (long-term incentive), comprehensive benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.<p></p><p>
Nasdaq&rsquo;s programs and rewards are intended to allow our employees to:</p><ul><li><b>
Secure Wealth:</b> 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off</li><li><b>
Prioritize Health:</b> Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts</li><li><b>
Care for Family</b>: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave</li><li><b>
Connect with Community:</b> Company gift matching program, Employee resource groups, Paid volunteer days</li><li><b>
Grow Career:</b> Education Assistance Program, Robust job skills training and Professional development opportunities</li></ul><p></p><p><b>
For more information, visit </b>Nasdaq Benefits &amp; Rewards Career page<b>.</b></p></div>

AVP, Strategic Insights

Barclays

<div><div><p>Date live: 04/17/2026</p>
 <p>Business Area: Group Technology Service Management</p>
 <p>Area of Expertise: Finance</p>
 <p>Contract: Permanent</p>
 <p>Reference Code: JR-0000108198</p></div></div>
<br><div><p>What will you be doing?</p>
<p></p><p>Barclays Services Corp. seeks Trade Floor Application Support, AVP in New York, New York (multiple positions available):</p>
<p></p><ul><li><p>Support securitized products front office on the trade execution, workflow, and regulatory reporting activities.</p>
</li><li><p>Support the Securitized Trading business that requires knowledge of Loans, Mortgages, and other debt instruments</p>
</li><li><p>Provide frontline support and useful resources to departments and colleagues across the bank with everyday IT problems, issues and requests.</p>
</li><li><p>Provide high-quality support and problem-solving capabilities through various communication channels to resolve specific technology issues related to products and applications, ensuring that the relevant stakeholders are updated on progress.</p>
</li><li><p>Develop reports and dashboards to visualize and communicate key findings and recommendations for improvement to team leads and relevant stakeholders.</p>
</li><li><p>Work with the Credit, Securitized Products, and Municipal Trading and Sales businesses to identify, log, prioritize, resolve, and escalate issues (where required) to peripheral teams.</p>
</li><li><p>Perform complex technical and quantitative analysis of support issues and business requests to identify efficient solutions to improve system stability and reliability.</p>
</li><li><p>Manage user requests including software installation, access provisioning and equipment troubleshooting.</p>
</li></ul><p></p><p>Salary / Rate Minimum/yr: $129,000 per year</p>
<p>Salary / Rate Maximum/yr: $170,000 per year</p>
<p></p><p>The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available<i>.</i></p>
<p></p><p>This position is eligible for incentives pursuant to Barclays Employee Referral Program.</p>
<p><b>Purpose of the role</b></p>
<p>To provide administrative, analytical, and operational support to traders, enabling them to focus on their core responsibilities such as the analysis of markets, execution of trades, and management of risk.
</p><p></p><p><b>Accountabilities</b></p>
<ul><li>Receive, validate, and process orders from traders, ensuring accuracy and adherence to trading guidelines, and monitoring of order status to communicate updates to traders and counterparties.</li>
<li>Diagnosis, troubleshooting, and resolution of trading platform issues, connectivity problems, and application errors. Work collaboratively with IT teams to address complex technical issues.</li>
<li>Support to traders in monitoring and management of market risk, credit risk, and operational risk including the preparation and maintenance of reports on trading risk exposure and compliance with regulatory requirements.</li>
<li>Management of the bank's trading calendar, ensuring that traders are aware of upcoming market events, economic data releases, and regulatory changes.</li>
<li>Market research and analysis to identify potential trading opportunities and support traders' trading strategies, and preparation of market reports and presentations for traders and senior colleagues.</li>
<li>Due diligence on counterparties and verify their trading credentials, and monitoring of trading activity for any potential compliance breaches or suspicious transactions.</li>
</ul><p></p><p><b>Assistant Vice President Expectations</b></p>
<ul><li>To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.</li>
<li>Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes</li>
<li>If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li>
<li>OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.</li>
<li>Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.</li>
<li>Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.</li>
<li>Take ownership for managing risk and strengthening controls in relation to the work done.</li>
<li>Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.</li>
<li>Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.</li>
<li>Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.</li>
<li>Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.</li>
<li>Influence or convince stakeholders to achieve outcomes.</li>
</ul><p></p><p>All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</p></div>

Trade Floor Application Support, AVP

<div><div><p>Date live: 04/20/2026</p>
 <p>Business Area: Equity Research</p>
 <p>Area of Expertise: Research</p>
 <p>Contract: Permanent</p>
 <p>Reference Code: JR-0000108240</p>
 <p>Salary / Rate <b>$125,000.00 - $175,000.00</b></p></div></div>
<br><div><p>Join Barclays as an Equity Research Airlines and Transportation, AVP, where you&rsquo;ll have the chance to collaborate with senior analysts to produce comprehensive research reports and presentations while monitoring market trends, economic indicators, and company news to update and refine investment solutions. You will also engage with institutional clients to communicate the research findings and provide strategic recommendations.</p>
<p></p><p>To be successful as an Equity Research Airlines and Transportation, AVP, you should have:</p>
<p></p><ul><li><p>Ability to conduct detailed analysis and valuation of companies</p>
</li><li><p>Proficiency in financial modelling and interpreting highly detailed financial statements</p>
</li><li><p>Energy, Technology, or related sector experience</p>
</li><li><p>Solid written and verbal communication</p>
</li><li><p>The ability to effectively convey research investment recommendations to clients</p>
</li></ul><p></p><p>Some other highly valued skills may include:</p>
<p></p><ul><li><p>Familiarity with financial software and databases such as Bloomberg, and advanced Excel</p>
</li><li><p>Experience in building and maintaining relationships with institutional clients</p>
</li><li><p>Ability to lead projects and mentor junior analysts</p>
</li><li><p>FINRA licensing: SIE, S63, S86, S87</p>
</li><li><p>CFA Level</p>
</li></ul><p></p><p>You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.</p>
<p></p><p>This role is located in New York, NY.</p>
<p></p><p>This role is regulated by FINRA.</p>
<p></p><p>Minimum Salary: $125,000</p>
<p>Maximum Salary: $175,000</p>
<p></p><p>The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.</p>
<p><b>Purpose of the role</b></p>
<p>To produce and deliver Research with differentiated market insights and actionable ideas to Barclays Clients.</p>
<p></p><p><b>Accountabilities</b></p>
<ul><li>Analysis of market, sector, corporate and/or economic data to help develop investment theses for your coverage universe to produce best in class Research.</li>
<li>Research may range from individual company or sector notes, through to long dated thematic reports.</li>
<li>Presentation of Research views to Barclays Clients; this can be through direct, face to face and virtual interactions, Research hosted events and written communications.</li>
<li>Engagement with Markets, Client Strategy and other stakeholders, to raise awareness of your Research both to Clients and internally. Prioritise interaction with the most relevant and valuable Clients for your Research.</li>
<li>Provision of insights and Research views to internal Clients to help them navigate financial markets and risks.</li>
<li>Collaboration with the Supervisory Analyst, Compliance and other stakeholders to ensure Research is produced and delivered to Clients and internal stakeholders in a compliant manner.</li>
</ul><p></p><p><b>Assistant Vice President Expectations</b></p>
<ul><li>To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.</li>
<li>Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes</li>
<li>If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li>
<li>OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.</li>
<li>Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.</li>
<li>Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.</li>
<li>Take ownership for managing risk and strengthening controls in relation to the work done.</li>
<li>Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.</li>
<li>Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.</li>
<li>Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.</li>
<li>Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.</li>
<li>Influence or convince stakeholders to achieve outcomes.</li>
</ul><p></p><p>All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</p></div>

Equity Research Airlines and Transportation, AVP

Mizuho Bank

<div></div><div><div><div><div><div><div>locations</div><div>
New York, NY (1271 AOA/6th Ave)</div></div></div></div><div></div><div><div><div><div><div>
time type</div><div>
Full time</div></div></div></div><div></div><div><div><div><div>
posted on</div><div>
Posted Yesterday</div></div></div></div><div></div><div><div><div><div>
job requisition id</div><div>
R6981</div></div></div></div></div></div><div><div><p><b>
Job Description:</b></p><p>
We are seeking a skilled AVP to support the FP&amp;A team to play a key role in Management Reporting for the Bank&rsquo;s US Operations cross Corporate Banking, Fixed Income, Equities and Japanese Banking. This role requires strong analytical skills, attention to detail, the ability to collaborate across multiple business partners and other teams in Finance and align with both local and head office (Japan) data and regulatory requirements. The ideal candidate should have experience in the banking industry, with exposure to multi- entity reporting structure, data hierarchies and should be proficient in working and extracting information from multiple Database systems. This role requires both business and technical expertise, a meticulous approach to data accuracy, and the ability to look for opportunities to enhance or transform current processes.</p><p></p><p><b>
Key Responsibilities:</b></p><ul><li><p>
Prepare presentations and reports to senior management on a monthly/annual basis, including financial analytics, business revenues and cost drivers and ad hoc reviews</p></li><li><p>
Maintain data reporting standards and integrity for Banking LOB as per HO (Japan) requirements</p></li><li><p>
Develop detailed budget vs actual variance reports to drive high quality decision-making and closely monitor Entity performance</p></li><li><p>
Enhance reporting and budgeting process with a focus on streamlining financial data production and attend to HO (Japan) requests</p></li><li><p>
Liaise with counterparts across Finance, back office and front office to identify and support trends in Revenues, Expenses, assets and KPIs.</p></li><li><p>
Monitor and support monthly allocation and inter entity/company reconciliations</p></li><li><p>
Assist in planning and execution of various cross-functional projects like revenue forecasting and productivity initiatives</p></li></ul><p></p><p><b>
Basic Qualifications:</b></p><ul><li><p>
Bachelor&rsquo;s degree in finance/accounting or business relevant majors (CPA/CFA preferred)</p></li><li><p>
5+ years of experience in financial/bank services industry with 2+ years of specific roles in business planning, costs allocation and experience in dealing with large dataset required</p></li><li><p>
Proficiency in Excel, PPT and ERP tools such as Hyperion, Anaplan, PeopleSoft and OneStream</p></li><li><p>
Strong understanding of Banking products and their revenue/ expense relationship</p></li><li><p>
Excellent understanding of Organization Hierarchy and Income Statement databases in multiple dimensions: Business line, Entities, Head office reporting etc.</p></li><li><p>
Excellent problem-solving and communications skills and attention to detail</p></li><li><p>
Automation/Business Analytics experience is a huge plus. (Python/SQL)</p></li></ul><p></p><p><b><br>
Preferred Qualifications:</b></p><ul><li><p>
Familiarity with US GAAP and/or IFRS</p></li><li><p>
Knowledge of Business and General Ledger concepts (profit/cost center, trade books, revenues and expenses, inter-entity transfers) at an investment bank or a financial services company</p></li></ul><p></p><p><i>
The expected base salary ranges from $91,000 - $140,000. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, including Medical, Dental and 401K plans, successful candidates are also eligible to receive a discretionary bonus.</i></p><p></p><p>
#LI-Hybrid</p><p><b>
Other requirements</b></p><p>
Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process<b>.</b><b>
</b></p><p></p><p><b>Company Overview</b></p><p>
Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&amp;A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales &amp; trading, derivatives, FX, custody and research. Visit www.mizuhoamericas.com.
</p><p></p><p>Mizuho Americas offers a competitive total rewards package.</p><p>
We are an EEO/AA Employer - M/F/Disability/Veteran.</p><p>
We participate in the E-Verify program.</p><p>
We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law.</p><p></p><p>
#LI-MIZUHO</p></div></div></div>
<br><div><h3 class="jobSectionHeader"><b>About Us</b></h3><div></div><div><div><div><div><p><b>
Why Mizuho
</b></p><p>Mizuho is in growth mode as we are climbing the league tables, disrupting the status quo, and attracting top talent. Positions are available across our corporate functions, and on our corporate and investment banking, capital markets, advisory, research, sales &amp; trading, derivatives, and financing teams.</p><p></p><p>
We are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions.</p><p></p><p>
If you are interested in advancing your career working for a firm with a growth mindset and the resources of a global financial services team, we would like to hear from you.</p></div></div></div></div></div><p></p>

AVP Financial Planning & Analysis (Reporting & Analytics)

Morgan Stanley

<div><p><b>Position Summary
</b></p><p>The Outsourced Chief Investment Office (OCIO) partners with Morgan Stanley Financial Advisors across all channels to offer discretionary portfolio management services to institutional and private clients (Endowments, Foundations, Corporate &amp; Public Retirement Plans, Family Offices and Ultra-High Net-Worth) of Morgan Stanley Wealth Management.
</p><p></p><p>The OCIO Business Development team is seeking an experienced professional to lead the development of high-impact proposals for OCIO mandates serving endowments and foundations. This role is central to winning institutional mandates and the ideal candidate has excellent writing skills, strong project management abilities, and knowledge of institutional investment management.
</p><p></p><p><b>Key Responsibilities:
</b></p><ul><li>Analyze RFI/RFP documents to understand client requirements, evaluation criteria and submitting guidelines
</li><li>Lead and coordinate the proposal development process from kickoff to submission
</li><li>Write, edit and format high-quality proposal content, ensuring clarity, consistency, and compliance
</li><li>Craft compelling, tailored narratives that clearly communicate OCIO capabilities, including asset allocation, manager selection, portfolio construction, risk management and governance support
</li><li>Partner closely with Financial Advisors, portfolio managers and product specialists to gather technical and business information
</li><li>Ensure all proposals meet deadlines and adhere to brand, legal and regulatory standards
</li><li>Manage multiple proposals simultaneously in a fast-paced environment
</li><li>Support finalist presentations and pitch materials
</li><li>Own and continuously enhance the OCIO proposal content library including differentiation messaging, case studies and more
</li><li>Support all aspects of institutional sales for our OCIO Nonprofit business
</li></ul><p></p><p><b>Qualifications:
</b></p><ul><li>Ability to lead business development opportunities end-to-end and manage multiple senior stakeholders
</li><li>Strong writing, editing and proofreading skills
</li><li>Experience working with cross-functional teams
</li><li>Experience in the RFP/RFI, grant writing, technical writing, or similar space
</li><li>Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat Pro proficient
</li><li>Proficiency in RFP response software (e.g. Loopio) is strongly preferred
</li><li>Bachelor&rsquo;s degree required
</li></ul><p></p><p><b>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
</b></p><p></p><p>At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
</p><p></p><p>To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
</p><p></p><p>AVP - Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
</p><div></div><div><div><div><div><div><div><div><div><div><p>VP - Expected base pay rates for the role will be between 110,000 and 190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
</p></div></div></div></div></div></div></div></div></div><p></p><p>Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
</p><p></p><p>Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
</p><p></p><p>For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .</p></div><p></p>

OCIO RFP Writer - AVP/VP

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