administrative assistant - investment banking and capital markets

data analyst

business intelligence analyst Jobs in New York

business intelligence analyst

ops data analyst

2026 cib analyst program Jobs in New York

2026 cib analyst program

administrative assistant - investment banking and capital markets Jobs in New York

business analyst tds global asset servicing

TD Bank

<div>Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
TD Securities
Pay Detail:
$120,000 - $170,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Preferred Qualifications:
As a Business Analyst within the TD Securities Global Asset Servicing team, you will manage a portfolio of initiatives focused on improving efficiency and strengthening controls. The role requires an in depth understanding of business processes across Corporate Actions, Tax and Payments processing where you'll assess current state and share insights and recommendations to achieve straight-through processing while developing preventative and detective controls and utilize sound risk management practices to mitigate errors often associated with manual processes.
Responsibilities
<ul><li>Drive strategic initiatives across Global Asset Servicing including corporate actions, tax and payment processing.
</li><li>Design and implement workflow to ensure efficient handling and sound risk management practices.
</li><li>Ensure business practices are aligned with departmental procedures.
</li><li>Interact and communicate with key stakeholders to uplift manual processes across
</li><li>Coordinate with IT on any system and/or workflow enhancements needed to ensure efficient processing and effective controls.
</li><li>Partner with technology and/or project teams to perform user acceptance testing (UAT) for any system enhancements or workflow configuration changes prior to production release.
</li><li>Develop KPI's and management level reporting to define and measure service quality and provide transparency.
</li><li>Develop monitoring to supervise team activities, ensure timely processing, service level adherence and adoption of best practices.
</li><li>Deliver training and foster employee development to meet performance goals and achieve operational excellence.
</li></ul>Required qualifications, capabilities and skills
<ul><li>Ability to quickly gain broad knowledge of TD Securities and TD Global Markets organizational structure.
</li><li>Fundamental understanding of business analysis practices and basic project management disciplines.
</li><li>Task-oriented focus with a pragmatic, flexible approach to setting and achieving goals.
</li><li>Self-motivated, curious, and pro-active. Able to multi-task independently in a fast-paced environment.
</li><li>Willingness to learn quickly and adapt as required.
</li><li>Solid attention to detail with a commitment to accuracy and excellence.
</li><li>Ability to work across time zones in a multicultural setting.
</li><li>Excellent communication skills, verbal and written.
</li><li>Proficiency in MS Word, Excel, PowerPoint, and Visio &ndash; standard Office suite.
</li><li>Knowledge of Business Intelligence tools, data analysis and reporting.
</li></ul>The VP, TDS Operations leads a group of operational functions and activities via Team Leaders/Operations Officers/ Analysts/Specialists within a unit and provide guidance, leadership, coaching and development to ensure operational results and professional/personal development objectives are achieved for the overall group.
Depth &amp; Scope:
<ul><li>Provides people management leadership by recruiting top talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required
</li><li>Oversees a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexity
</li><li>Expert knowledge of the business and operational functions supported
</li><li>Leads teams with multiple points of internal and external contact including direct contact with Customers
</li><li>Work focus time horizon is generally medium to long-term with moderate to high focus on strategic planning
</li><li>Requires expert process management knowledge and the risk profile for team processes supported
</li><li>Decision making authority and ambiguity and nature of issues managed are generally more complex, risk oriented, time sensitive and/or impacts a significant part of the organization
</li><li>Acts as highest point of team escalation for resolution and provides direction to resolve issues or escalate
</li><li>Involves daily contact with cross-functional teams across TDBG or external contacts and/or customers
</li></ul>Education &amp; Experience:
<ul><li>Undergraduate degree/ college diploma preferred and/or
</li><li>6+ years relevant experience and 4+ years of people management experience
</li><li>Advanced knowledge of key functional areas including Capital Markets, Financing Operations, Payment and Correspondent Banking Services, Business Services, Change Delivery, and Regional Operations
</li><li>Knowledge of capital markets products, which may include Foreign Exchange, Fixed Income, Equities and Derivatives.
</li><li>Knowledge of current and emerging trends in the industry and market
</li><li>Knowledge of risk management environment, standards and regulations
</li><li>Strong knowledge of process management to drive efficiency
</li><li>Ability to contribute to strategic direction of the function and provide advice to senior leadership
</li><li>Skill in managing budgets and resource allocation
</li><li>Advanced ability to lead, plan, implement and evaluate program/project activities to ensure completion of initiatives
</li><li>Skill in talent development and performance management
</li><li>Ability to make an impact, influence and achieve results with effective negotiation, problem-solving and communication skills
</li><li>Skill in negotiation and partnership
</li><li>Skill in using analytical software tools, data analysis methods and reporting techniques to assess risk and challenge the status quo
</li><li>Skill in leadership, mentoring, coaching and performance management
</li><li>Ability to exercise sound judgement in making decisions
</li><li>Ability to communicate effectively in both oral and written form with partners at all levels including senior management
</li><li>Ability to work collaboratively and build relationships across teams and functions
</li><li>Skill in organization and time management
</li><li>Ability to analyze, organize and prioritize work while meeting multiple deadlines
</li><li>Ability to work successfully as a member of a team and independently
</li><li>Ability to process and handle confidential information with discretion
</li></ul>Customer Accountabilities:
<ul><li>Leads respective group within a business unit in delivering operational support to the assigned areas
</li><li>Identifies and responds to changes in the business environment and establish action plans to address client issues and priorities
</li><li>Acts as a key liaison at the department level to actively engage stakeholders within the Bank and broader industry, developing and maintaining strong business partnerships, clarifying client needs and delivering client-centered solutions that enhance the overall end-to-end experience
</li><li>Secondary escalation point for significant risks/exceptions
</li><li>Monitors service and control standards against overall business/department objectives
</li><li>Provides frontline feedback to client strategy and broader process improvement functions to identify client pain points and opportunities for improvement
</li><li>Negotiates and help to resolve complex and/or escalated issues
</li><li>Builds a client-centric, collaborative and innovative culture
</li></ul>Shareholder Accountabilities:
<ul><li>Proactively identifies key business opportunities, research and recommend system enhancement/modifications, develop strategies to achieve recommendations and work closely with system support to execute and implement system upgrades/enhancements
</li><li>Conducts root cause analysis, evaluate options and provide recommendations; ensure appropriate reporting and escalation of issues occurs based on risk profile
</li><li>Contributes to the development of the business plan, operationalize the plan and deliver on assigned service or functionality
</li><li>Protects the interests of the organization; identify and manage risks, resolve escalated matters and refer complex and/or non-standard, high-risk transactions/activities as needed
</li><li>Provides expertise and coordinate implementation and testing of new processes and systems and ensure these are well documented
</li><li>Applies knowledge of end-to-end processes and regulatory requirements to drive achievement of department standards for productivity and efficiency, implement process improvement initiatives and execute on change, supporting adherence, tracking and realizing benefits
</li><li>Mitigates risk by coordinating activities with partners in Operations, Technology, Finance, Risk Management, etc.
</li><li>Follows and ensures employees are knowledgeable of and comply with Bank and industry codes of conduct
</li><li>Acts as a key contributor to strategic initiatives, functional projects/programs and/or internal/external working groups and may sign off on projects of small scale and/or complexity
</li><li>Conceptualizes/defines change framework and contribute to strategy discussions; act as a key change agent for a defined area
</li><li>Adheres to enterprise frameworks and methodologies that relate to operations activities for own area (e.g. Anti-Money Laundering, Business Continuity Management); ensure unit operates in compliance with applicable internal and external requirements
</li><li>Participates in and/or lead community initiatives and promote commitment to shared Enterprise values and commitments
</li><li>Assesses performance based on team and function analytics
</li></ul>Employee/Team Accountabilities:
<ul><li>Provides both leadership and guidance in managing the overall team
</li><li>Coaches and trains to develop team capability and ensure requests and infrastructure issues are handled according to established service standards
</li><li>Leads the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
</li><li>Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives
</li><li>Creates a dynamic work environment in line with TD's Employee Value Proposition; challenge the status quo
</li><li>Grows team expertise to align with business/enterprise demand and direction; assess team skills and capabilities and continually look for ways to provide and enhance the value delivered
</li><li>Leads a high performing team; provide on-going feedback and performance reviews, coach and develop employees and ensure performance management activities are undertaken and completed for all employees
</li><li>Manages employees in compliance with all human resources policies, procedures and guidelines of conduct
</li><li>Shares knowledge, information, skills, and subject matter expertise among the team and ensure the timely communication of issues
</li><li>Encourages good working relationships with other functions and teams
</li><li>Promotes a fair and equitable environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
</li><li>Facilitates change through positive reinforcement of milestones and successes as well as encouraging open discussion
</li><li>Operates with a One Team mindset
</li><li>Supports an environment where the team freely escalates performance and production challenges
</li></ul>Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
 
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more 
 
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. 
 
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. 
 
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

Business Analyst, TDS Global Asset Servicing

Lenox Advisors

<div>
 
 PORTF014590_4
 
 
 
 Who We Are
 
 
 
 Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We&rsquo;re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
 
 
 
 
 
 
 Job Summary
 
 
 
 The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client&rsquo;s current portfolio, reviewing wealth management analyses, and making asset allocation recommendations. The Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. One of the main purposes of this role is to give Asset Managers and Advisors (Relationship Managers) valuable analysis and insights into prospects and existing client portfolios in order to assist in pitches and reviews via our portfolio analysis and planning software. The analyst therefore plays a valuable role in indirectly gathering assets and maintaining healthy client relationships. They provide value to the client through their work in establishing appropriate asset allocations and identifying weaknesses and or strengths in their investment portfolios (whether they are invested with us or not). In addition, the Portfolio Analyst is the main point of contact for operationalizing our analysis and due diligence software while providing secondary coverage to managed and brokerage portfolio trades. This role requires keen attention to detail and must be comfortable speaking to internal and external clients. In this capacity, the analyst is responsible for trade execution and trade strategy. The role also requires maintaining and updating software and programs used by the asset management team.
 
 
 
 
 
 Must live near one of the following Lenox offices:
 
 
 
 
 
 Pleasant Hill, CA
 
 
 Los Angeles, CA
 
 
 Stamford, CT
 
 
 Chicago, IL
 
 
 New York, NY
 
 
 Springfield, MA
 
 
 Hunt Valley, MD
 
 
 
 
 
 
 Job Accountabilities
 
 
 <ul>
 <li>
 Participating member of the firm&rsquo;s Investment Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Annuity Committee
 </li>
 <li>
 Participating member of the firm&rsquo;s Complex Product Committee
 </li>
 <li>
 Contributing member of large (up to 150 participants) market update and training calls
 </li>
 <li>
 Analyzes performance, style, and risk measures for investment portfolios.
 </li>
 <li>
 Reviews client&rsquo;s account(s) and prepares portfolio reviews at the request of Relationship Managers and Asset Managers. This includes portfolio review, portfolio observation write-ups, reinvestment analysis to show before and after strategy implementation and Monte Carlo simulations.
 </li>
 <li>
 Recommends manager selections within managed accounts and variable annuities
 </li>
 <li>
 Evaluates client&rsquo;s outside accounts to make proper asset allocation recommendations
 </li>
 <li>
 Uses software tools to analyze clients&rsquo; outside accounts and current portfolio for proper allocation recommendations. Software tools include, Y:Charts, Right Capital, eMoney, Excel, Morningstar Annuity, Envestnet and Tamarac
 </li>
 <li>
 Fidelity Institutional Trading platforms (Wealthscape). Security, Debt &amp; Fund order entry
 </li>
 <li>
 Create &ldquo;portfolio observations&rdquo; for clients that bullet point questionable investment strategies within their overall portfolio and recommendations to better suit clients investment objective
 </li>
 <li>
 Performs due diligence on portfolio managers available within our broker/dealer to decide which will best fit the client&rsquo;s needs and documents all due diligence conversations of the IC
 </li>
 <li>
 Keeps abreast of current market conditions and changes through vendor conference calls and market outlooks
 </li>
 <li>
 Provides analysis of new and existing vendors and reviews possible software and technology enhancements
 </li>
 <li>
 Continuously maintain and update software in order that data consistently stays up to date with ever-changing market environments. Coordinate research and delivery of annual updates to capital market assumptions from Lenox Asset Management Committee and various external analyst desks, ensuring that data is then updated across platforms
 </li>
 <li>
 Assists Sr. Analysts, SVP of Asset Management, and Operations on special projects
 </li>
 <li>
 Act as one of the firm&rsquo;s lead traders for unmanaged full-service brokerage accounts, while consistently maintaining managed trading readiness
 </li>
 <li>
 Maintain and update strategic model portfolios in Right Capital, rooted in firm&rsquo;s capital market assumptions
 </li>
 <li>
 Provide ongoing support to newly developed investment and variable annuity solutions.
 </li>
 </ul>
 
 
 
 
 
 Job Competencies
 
 
 
 Required Knowledge
 
 <ul>
 <li>
 Experienced with broad asset class categories such as equity, fixed income and alternative investments
 </li>
 <li>
 Experienced with broad range of investment vehicles: open and closed ended funds, private offerings, process and event driven alternatives, and separately managed accounts
 </li>
 <li>
 Knowledge of applicable industry regulation and practices and competitors
 </li>
 <li>
 Writing and delivering attribution analyses
 </li>
 <li>
 Ability to converse directly on capital markets and economic fundamentals
 </li>
 <li>
 Experienced with due diligence reviews of money manager solutions
 </li>
 <li>
 Variable annuity solutions and optional riders
 </li>
 </ul>
 
 
 
 
 
 Required Skills/Abilities
 
 
 <ul>
 <li>
 Advanced time management skills
 </li>
 <li>
 Understanding of the regulatory regime (SEC, FINRA, DOL, IRS) which covers the business enterprise
 </li>
 <li>
 Able to think strategically and ask probing questions with confidence
 </li>
 <li>
 Excellent listening, communication and presentation skills
 </li>
 <li>
 Documentation skills and note taking acumen
 </li>
 <li>
 Willingness to be mentored by multiple parties in leadership and client portfolio management
 </li>
 <li>
 Prior experience with portfolio accounting, order or trading, billing, compliance, reporting, performance or CRM systems
 </li>
 <li>
 Recommend improvements to systems that drive operational efficiencies
 </li>
 </ul>
 
 
 
 
 Required Behaviors/Attitudes
 
 <ul>
 <li>
 Possess an intellectual curiosity about the capital markets and economy
 </li>
 <li>
 Fosters atmosphere of learning
 </li>
 <li>
 Possess an intellectual curiosity about the business
 </li>
 <li>
 High degree of organizational skills
 </li>
 <li>
 Understanding dependencies and project sequencing
 </li>
 <li>
 Results, delivery oriented
 </li>
 <li>
 Possesses a guardian instinct; protect the firm
 </li>
 <li>
 Communication is crisp, flat and often
 </li>
 <li>
 Team oriented; Demonstrates a service attitude
 </li>
 <li>
 Collaborative work style and commitment to get the job done
 </li>
 <li>
 Maintaining positive working environment
 </li>
 <li>
 Proactive; Self-Starter
 </li>
 <li>
 Demonstrates a service attitude
 </li>
 <li>
 Strives for Operational excellence
 </li>
 <li>
 Drive mindset that change is our competitive advantage
 </li>
 </ul>
 
 
 
 
 
 Education/Experience/License Requirements:
 
 
 <ul>
 <li>
 4-year college degree
 </li>
 <li>
 5 years of broad financial services background or general portfolio management experience
 </li>
 <li>
 Client facing communication a plus
 </li>
 <li>
 Series 7 required
 </li>
 <li>
 Series 66 preferred (will need to obtain)
 </li>
 <li>
 Life &amp; Health
 </li>
 <li>
 CFA, CFP or CIMA a plus
 </li>
 </ul>
 
 
 
 
 
 What We Offer:
 
 
 
 We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
 
 
 The base salary range for this position is $85,000.00 &ndash; $117,000.00 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
 
 
 
 
 
 
 NFP and You... Better Together!
 
 
 
 
 NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
 
 
 
 
</div>

Portfolio Analyst

Sumitomo Mitsui Trust Bank Limited New York Branch

<div>
 
 
 This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week.
 
 
 
 
 
 
 This is an entry-level credit analyst role for Assistant Officer level candidates.
 
 
 
 
 
 
 About the Bank
 
 
 
 
 Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.
 
 
 
 
 
 
 
 Department Overview
 
 
 
 The Americas Division (&ldquo;AD&rdquo;) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (&ldquo;SMTBNY&rdquo;) to perform corporate functions and supervise U.S. entities. Established under the AD are the &ldquo;Global Banking Unit (&ldquo;GBU&rdquo;), Americas Division&rdquo; and &ldquo;Global Markets Unit (&ldquo;GMU&rdquo;), Americas Division&rdquo; which performs business functions. The Specialty Finance Department (&ldquo;SFD&rdquo;) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance and Aviation.
 
 
 
 
 
 
 Your Role Overview:
 
 
 
 Responsible for credit evaluation and deal maintenance for Trade &amp; Commodity Finance and Aviation. The analyst would be involved in all facets of this team&rsquo;s coverage, with a focus on underwriting and monitoring activities, with exposure to origination and structuring activities.
 
 
 
 
 
 
 Your Duties and Responsibilities
 
 
 <ol>
 <li>
 Reviews potential assets in assigned products/industries, prepares detailed credit memos and credit applications and makes investment recommendations, based upon a comprehensive financial and qualitative analysis.
 </li>
 <li>
 Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management.
 </li>
 <li>
 Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity.
 </li>
 <li>
 Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities.
 </li>
 <li>
 Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated.
 </li>
 <li>
 May support deal structuring activities.
 </li>
 <li>
 Performs other duties and responsibilities as assigned by management.
 </li>
 </ol>
 
 
 
 
 
 Your Qualifications:
 
 
 <ol>
 <li>
 Bachelor&rsquo;s degree in Finance or Economics or equivalent with 0-2 years related experience.
 </li>
 <li>
 Good knowledge of finance and basic accounting.
 </li>
 <li>
 Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies.
 </li>
 <li>
 Basic knowledge of corporate finance transactions.
 </li>
 <li>
 Basic knowledge of loan markets.
 </li>
 <li>
 Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) and some modeling capabilities.
 </li>
 <li>
 Excellent oral and written communication skills.
 </li>
 </ol>
 
 
 
 
 
 
 
 
 Why you should join SuMi Trust:
 
 
 
 
 SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion.
 
 
 <ul>
 <li>
 
 The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.
 
 </li>
 <li>
 
 We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.
 
 </li>
 </ul>
 
 Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny
 
 
 
 
 
 
 
 
 We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application
 
 
 
 
</div>

Credit Analyst - Specialty Finance

<div>Work Location :
New York, New York, United States of America
Hours:
40
Line of Business:
Administration
Pay Detail:
$70,000 - $90,000 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
Our TDS Compliance Department is looking to hire an experienced Executive Assistant to join our office in New York (US headquarters).
Department Overview
At TD Securities (TDS), everything we do is driven by our passion to provide legendary customer experience. In order to reach and exceed the commitments we make to our customers and greater communities, our executive team seeks out and relies on exceptional people for support. Alongside caring colleagues and supportive leaders, our administrative and executive assistants provide a broad range of organizational and general workplace support to an executive within TDS.
Job Details
If you are a highly organized, proactive, trustworthy individual who can support a senior-executive and help maintain smooth business operations through strong administration skills, we want you to join our team.
As a seasoned Executive Administrative Assistant, you will provide dedicated support for a Global Compliance executive at TDS. You will have exceptional organizational and communication skills, the ability to anticipate needs, and the discretion to handle sensitive and confidential information. The ideal candidate will be comfortable working in a fast paced-environment, coordinating a complex and dynamic schedule, travel arrangements, and liaising with other senior leaders and their executive support.
What You'll Do
You will make a meaningful impact, grow your skills, and thrive in our culture of care. As a valued member of the team your work will involve a range of complexities and may include the following accountabilities:
<ul><li>High volume calendar management for Senior Vice President &ndash; triage incoming requests; plan efficient, streamlined days; troubleshoot conflicts with creative solutions; coordinate and confirm appointments, meetings, and events.
</li><li>Serve as a point of contact between the executive and internal/external stakeholders, including other senior-level executive assistants.
</li><li>Coordinate executive travel, including supporting travel delay re-scheduling for national and international travel arrangements in addition to rescheduling meetings with internal/external parties.
</li><li>Process expenses ensuring timely completion.
</li><li>Logistical coordination of in-office or virtual meetings, townhalls, and offsite events; may include booking meeting spaces, technology setup, event day troubleshooting, and ordering catering with dietary restrictions.
</li><li>Maintain confidentiality: Handle sensitive information with the utmost integrity and professionalism.
</li><li>Apply appropriate due diligence ensuring accuracy in completing ad-hoc executive administrative tasks (e.g., reports, invoices, communications, tables, charts, files)
</li><li>Willingness to go above and beyond, including running occasional errands or assisting with other personal tasks as needed.
</li></ul>Cultivate our Culture of Care
<ul><li>Provide executive support while ensuring quality service and professionalism at every interaction.
</li><li>Participate fully as a member of the team and contribute to a positive work environment.
</li></ul>What You Need to Succeed
<ul><li>High school diploma with 5+ years of relevant experience
</li><li>Experience supporting an executive who leads global teams across multiple jurisdictions and time zones, with the ability to manage and schedule across international calendars.
</li><li>Extensive knowledge of Microsoft Office Suite and internet applications (Outlook, PowerPoint, Word, Excel, etc.)
</li><li>Ability to work independently with flexibility to coordinate processes and information across related teams and proactively anticipate needs.
</li><li>Ability to collaborate with other Executive Assistants/Administrative Assistants, in addition to internal and external partners.
</li><li>Can perform efficiently in a multi-task environment and ensure deadlines are met.
</li><li>Can efficiently interpret TD policies and help executive apply these standards in a fast-changing environment.
</li><li>Experience coordinating complex travel arrangements and comfortable managing frequent changes.
</li><li>Strong organizational skillset to manage accountability while simultaneously managing executive administrative requirements.
</li><li>Excellent communication skills with the ability to listen actively, ask questions, and communicate effectively.
</li><li>Strong judgment skills to support initiatives and apply discretion when working with highly sensitive information.
</li><li>Work with complete autonomy alongside leader.
</li></ul>*General Job Description:
The Executive Assistant I provides dedicated administrative support to executives and may also provide a broad range of administrative or general office support for a broader team.
Depth &amp; Scope
<ul><li>Reports to a TDBG Vice President (VP) and provides administrative support
</li><li>May support multiple VPs and AVPs and their respective team
</li><li>Qualified administrative support performs multiple tasks and/or works on varied assignments with limited complexity
</li><li>Takes a broad perspective to identify and resolve issues that are atypical, infrequent or not covered by stated processes
</li><li>Typically has interaction with internal customers / partners
</li><li>Focus of work is on the completion of day to day or weekly processes or activities however may include monthly routine activities
</li><li>Completes work with limited degree of supervision, has some autonomy to make decisions within well-defined parameters, refers unusual items
</li><li>Role may also be involved with the administration of sensitive and/or confidential material requiring discretion
</li><li>Requires proficiency gained through job related training to perform a range of duties, and has working level knowledge of the business unit / operational functions as well as regulatory issues/requirements for jurisdictions
</li></ul>Education &amp; Experience
<ul><li>Post-Secondary education
</li><li>2+ years of experience
</li></ul>Customer Accountabilities
<ul><li>Provides a high level of administrative support ensuring quality service and professionalism at every interaction
</li><li>Acts as the point of contact among executives, employees, clients and other external partners
</li><li>Manages information flow in a timely and accurate manner
</li><li>Maintains executives' schedules by planning and scheduling meetings, conferences, teleconferences, and travel
</li><li>Manages expenses and prepares weekly, monthly or quarterly reports
</li><li>Formats information for internal and external communication &ndash; memos, emails, presentations, reports
</li><li>Takes minutes during meetings
</li><li>Screens and directs phone calls and distribute correspondence
</li><li>Supports broader team may manage office supply inventory, equipment, and other processes as required
</li></ul>Shareholder Accountabilities
<ul><li>Prioritizes and manages own workload to meet SLA requirements for service and productivity
</li><li>Consistently exercises discretion in managing correspondence
</li><li>Understands and applies operating policies and procedures
</li><li>Ensures documentation that is prepared / completed is accurate and properly reflects business intentions and is consistent with relevant rules / regulations
</li><li>Escalates non-standard or high-risk activities as necessary
</li><li>Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency
</li><li>Ensures necessary due diligence to support the accuracy of all activities
</li><li>Is knowledgeable of and complies with Bank Code of Conduct
</li></ul>Employee/Team Accountabilities
<ul><li>Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest
</li><li>Supports the team by continuously enhancing knowledge / expertise in own area and participates in knowledge transfer within the team and business unit
</li><li>Participates in personal performance management and development activities, including cross training within own team
</li><li>Keeps others informed and up to date about the status / progress of projects and/or all relevant or useful information related to day-to-day activities
</li><li>Contributes to a fair, positive and equitable environment that supports a diverse workforce
</li><li>Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
</li></ul>Physical Requirements
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
<ul><li>Domestic Travel &ndash; Occasional
</li><li>International Travel &ndash; Never
</li><li>Performing sedentary work &ndash; Continuous
</li><li>Performing multiple tasks &ndash; Continuous
</li><li>Operating standard office equipment - Continuous
</li><li>Responding quickly to sounds &ndash; Occasional
</li><li>Sitting &ndash; Continuous
</li><li>Standing &ndash; Occasional
</li><li>Walking &ndash; Occasional
</li><li>Moving safely in confined spaces &ndash; Occasional
</li><li>Lifting/Carrying (under 25 lbs.) &ndash; Occasional
</li><li>Lifting/Carrying (over 25 lbs.) &ndash; Never
</li><li>Squatting &ndash; Occasional
</li><li>Bending &ndash; Occasional
</li><li>Kneeling &ndash; Never
</li><li>Crawling &ndash; Never
</li><li>Climbing &ndash; Never
</li><li>Reaching overhead &ndash; Never
</li><li>Reaching forward &ndash; Occasional
</li><li>Pushing &ndash; Never
</li><li>Pulling &ndash; Never
</li><li>Twisting &ndash; Never
</li><li>Concentrating for long periods of time &ndash; Continuous
</li><li>Applying common sense to deal with problems involving standardized situations &ndash; Continuous
</li><li>Reading, writing and comprehending instructions &ndash; Continuous
</li><li>Adding, subtracting, multiplying and dividing &ndash; Continuous
</li></ul>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
Who We Are
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards Package
 
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more 
 
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. 
 
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. 
 
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

Executive Assistant - Compliance Department, TD Securities (US)

Moelis & Company

<div>
 
 We are passionate about our business and our culture, and are seeking individuals with that same drive.
 
 
 
 
 Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis. Additional information about the assessment below. This is a requirement for the application process.
 
 
 
 Moelis has partnered with the screening platform Suited to help us better understand our applicants. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process.
 
 
 Complete the
 
 Suited assessment here.
 
 
 
 To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates
 
 
 
 Overview
 
 
 
 Moelis Private Capital Advisory (&ldquo;PCA&rdquo;) is a global business that provides strategic advisory and distribution to private fund sponsors including primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firm&rsquo;s leading financial sponsor franchise, sector expertise and M&amp;A capabilities, PCA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. The Secondary Advisory team at Moelis &amp; Company is global team focused on advising financial sponsors and institutional investors on a wide range of strategic liquidity solutions across the private capital universe. The team works closely with industry and product groups across Moelis to provide relevant market insight, structuring advice, and best-in-class execution to clients. As a member of the team, successful candidates will be responsible for providing advisory, structuring, and execution services to clients with investments across the private capital universe.
 
 
 
 Position Description
 
 
 :
 
 
 
 The Analyst position at Moelis offers exposure to all aspects of the GP-led secondary market including single- and multi-asset continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. The Analyst will work closely with professionals throughout the firm to deliver high quality advice to clients.
 
 
 
 Responsibilities include:
 
 
 
 <ul>
 <li>
 Perform company- and fund-level due diligence, prepare marketing materials (CIMs, Teasers, etc.) and other transaction-related documentation
 </li>
 <li>
 Financial analysis and modeling including LBOs, continuation fund models, waterfalls
 </li>
 <li>
 Assist in managing buy-side investor outreach and due diligence (e.g., sponsor team meetings, management team meetings, on-site diligence visits)
 </li>
 <li>
 Contribution in preparing responses to due diligence requests from potential secondary investors
 </li>
 <li>
 Communicate and collaborate regularly with Moelis&rsquo; industry and financial sponsor coverage team members
 </li>
 <li>
 Maintain databases of secondary market transactions, buy-side investors (profiles, strategies, investment preferences), broader market data to assist with marketing materials
 </li>
 <li>
 Communicate regularly with buy-side investors (secondary investors, family offices, SWFs, insurance firms, FoFs, asset managers, etc.)
 </li>
 <li>
 Conduct secondary market research including identifying trends in the alternatives investment industries
 </li>
 <li>
 Conducting ad hoc industry research
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 :
 
 
 
 Candidates for the Analyst position should exhibit a strong history of academic achievement as well as possess the following attributes:
 
 
 <ul>
 <li>
 Minimum of 1-2 years post-college financial services experience (investment banking, private equity, consulting, transaction services, etc.)
 </li>
 <li>
 Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
 </li>
 <li>
 Understanding of the private equity and secondaries industry
 </li>
 <li>
 Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
 </li>
 <li>
 A drive for results, and ability to perform well under pressure and against tight deadlines
 </li>
 <li>
 Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
 </li>
 <li>
 Strong multi-tasking skills
 </li>
 <li>
 Excellent analytical and presentation skills
 </li>
 <li>
 Exceptional Microsoft Office suite (Excel a must) and financial reporting skills
 
 
 </li>
 </ul>
 
 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
 
 
 religion, color, sex (including pregnancy
 
 
 and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
 
 
 This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
 
</div>

Investment Banking Analyst, Private Capital Advisory - New York

National Union Fire Insurance Company of Pittsburgh, Pa.

<div>Chief Underwriting Officer &ndash; North America Casualty
This position reports to the EVP, Global Chief Underwriting Officer
The Chief Underwriting Officer &ndash; North America Casualty and their team will work closely with the International CAS CUO office and North American business units and have oversight for the underwriting of business for NA Casualty (including Retail, Wholesale, and Alternative Channels).
Key responsibility is to enhance technical and analytical capabilities, position our portfolios for profitability, establish appropriate underwriting appetite, controls, guidelines and authorities, policy wording needs, and lead execution of learning and development framework for underwriters. This role also has responsibility to collaborate and support other AIG stakeholder groups.
This role is responsible for the US Reverse Flow Production and Underwriting Office, an International P&amp;L sitting in NA, servicing for Multinational and Captive Business with local US policies produced outside of the USA.
The CUO &ndash; North American Casualty will work closely with the Global CUO, CUO International Casualty, and the NA Casualty Leaders to support global consistency in data quality, underwriting appetite, aggregation management, costing decisions and enhance underwriting quality across the businesses.
Job Responsibilities:
<ul><li>Work with CUO and NA Cas Leaders to develop business strategies in coordination with the respective business leaders to successfully propel LOB product and client segments into a significant and profitable long-term, sustainable leadership position in the marketplace in support of the company&rsquo;s profit objectives over the long-term. This includes specific underwriting strategies, portfolio construction, controls, guidelines, and quality reviews to assess loss ratios, underwriting acumen, underwriting diligence and underwriting results.</li><li>
Implement CUO vision and value proposition in North American aligned with the Global CUO vision and that recognizes changing business and competitive environment dynamics including technological needs, key business drivers, risk analytic needs, and financial elements and demonstrate the value AIG brings to the different segments of its client and distribution network.</li><li>
Drive underwriting excellence across the business by establishing and ensuring adherence to underwriting best practices across geographies and products, risk appetite, line setting, standards and guidelines, policy wording requirements, and ensure rating and pricing adequacy.</li><li>
Collaborate across multiple disciplines and teams to drive enhanced and innovative underwriting capabilities and controls through an organized approach incorporating the core risk cornerstones of distribution, capital, analytics and technology.</li><li>
Select, evaluate and integrate new and relevant data sources into underwriting process.</li><li>
Collaborate with support functions such as the Product Office, Operations, Audit, COE, Modeling, Engineering, Natural Catastrophe Modeling, Actuarial, Claims, Regulatory and Legal to share insights and best practices across the organization.</li><li>
Be an active participant in the development and scaling of the AIG AI initiatives and &ldquo;Underwriting by AIG Assist&rdquo;.</li><li>
Demonstrate understanding of regulatory and compliance processes and ensure AIG stakeholders understand the business model, underwriting methodology, and the risks we assume.</li><li>
Assist Ceded Re Team in gathering necessary information to execute on an effective reinsurance strategy that supports our risk appetite for per risk and aggregation across the product, as well as active management of portfolio volatility.</li><li>
Establish strong relationships with zonal and product leadership; create mutual understanding of overall parameters and goals to drive effective execution of business model.</li><li>
Work with the Global Head of Technical Underwriting Training to lead underwriter learning and development initiatives.</li><li>
Develop tools and strategies, in collaboration with HR, to attract and retain top industry talent and develop high performing teams.</li><li>
Be an active team focused and collaborative member of the Global CUO Leadership team.</li><li>
Drive a culture that promotes collaboration, diversity and inclusion.</li></ul>
TECHNICAL SKILLS &amp; EXPERIENCE:
<ul><li>At least 15 years insurance leadership experience, including oversight over products within a global, highly complex insurance company</li><li>
Knowledge of market segmentation, portfolio management, acquisition and distribution</li><li>
Proven Strategic Leadership skills in developing vision and purpose and leading effective teams</li><li>
Established strong relationships with customers and intermediaries</li><li>
Skilled leader of change; versatile, client focused, results oriented</li><li>
Demonstrated business savvy, analytical, financial and quantitative skills</li><li>
Expert technical underwriting background with advanced knowledge of specific LOB insurance and reinsurance for all industries</li><li>
Strong problem solving and conflict resolution</li></ul>
For positions based in New York, the base salary range is $300,000-$350,000. In addition, the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. We&rsquo;re proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits.
At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike.
Enjoy benefits that take care of what matters
At AIG, our people are our greatest asset. We know how important it is to protect and invest in what&rsquo;s most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security&mdash;as well as your professional development&mdash;to bring peace of mind to you and your family.
Reimagining insurance to make a bigger difference to the world
American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world&rsquo;s most far-reaching property casualty networks. It is an exciting time to join us &mdash; across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become.
Welcome to a culture of inclusion
We&rsquo;re committed to creating a culture that truly respects and celebrates each other&rsquo;s talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG&rsquo;s greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations.
AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to candidatecare@aig.com.
<div><div><div><div><div><div><div>Functional Area:</div></div></div></div></div></div></div>
UW - Underwriting
National Union Fire Insurance Company of Pittsburgh, Pa.</div>

Chief Underwriting Officer – North America Casualty (NAC)

Fenergo

<div>
 
 About Us
 
 
 
 Fenergo is a high-growth global SaaS company driving digital transformation for some of the world's largest and most complex organisations. While we're known for our leadership in Client Lifecycle Management (CLM) solutions for financial institutions, our technology now powers a broad range of regulated industries looking to fight financial crime, ensure compliance, streamline onboarding and customer experiences.
 
 
 With over 700 team members across 11 international offices, Fenergo offers the agility of a tech scale-up combined with the reach of a global enterprise. You're also getting in on the ground floor of the next phase in our growth journey, as part of a &euro;100 million expansion across Research, Development and Innovation backed by Enterprise Ireland we're creating 300 new jobs in our Dublin HQ and a further 200 globally.
 
 
 We've earned industry recognition too, we're the #1 CLM provider in the RiskTech100&trade; and a Deloitte Best Managed Company. We stay ahead of the curve through innovation and customer impact. Led by our Founder and CEO Marc Murphy, our team thrives on solving real-world challenges with smart, scalable, AI driven technology&mdash;making this an exciting time to join Fenergo and help create a safer world and shape the future of digital transformation in financial services.
 
 
 What does this role entail?
 
 
 The Demand Marketing Manager will be responsible for creating funnel and pipeline for the US and Canada region. With responsibility over specific segments, the manager will help plan, organize and execute online and offline marketing initiatives, campaigns and events in collaboration with BDR, Sales, Global Marketing and Product Marketing teams. You will assist in the creation and execution of marketing plans that deliver tangible results and ensure alignment with regional sales goals.
 
 
 We are looking for a digital native marketer that is looking to stretch into event management.
 
 
 
 Requirements
 
 
 
 
 Duties and Responsibilities:
 
 
 
 
 AMER Marketing Plans:
 
 
 
 <ul>
 <li>
 Support the development and execution of marketing plans that align with the America region's goals across segments and motions, ensuring demand generation that can convert into opportunities.
 </li>
 <li>
 Coordinate various tactics to stimulate demand in key areas, e.g., Account-Based Marketing for priority accounts and demand generation tactics for other accounts.
 </li>
 <li>
 Create Qualified leads in our ICP that can convert into funnel and pipeline.
 </li>
 <li>
 Monitor and track progress through the marketing funnel for the Americas region, ensuring lead quality and quantity, and assist in accelerating opportunities when needed.
 </li>
 <li>
 Work closely with the local sales team to ensure all Qualified Leads are progressing through the funnel effectively.
 </li>
 <li>
 Collaborate on ABX campaigns to engage prospects and scale existing accounts.
 </li>
 <li>
 Track and report campaign results, maintaining a scorecard and sharing outcomes with key stakeholders (Marketing, Product Marketing, Sales, BDR teams).
 </li>
 <li>
 Ensure all outcomes-focused events and marketing campaigns are delivered on time and within budget, with proper reporting on effectiveness.
 
 
 </li>
 </ul>
 
 Event Co-Ordination:
 
 
 
 <ul>
 <li>
 Manage a calendar of events and roundtables that nourish different segments - banking, asset management, asset servicing etc.
 </li>
 <li>
 Coordinate and manage all regional events, webinars, and roundtables for the Americas region, working closely with the Global Events team to support relevant global events.
 </li>
 <li>
 Ensure an outcomes-focused approach to events by setting out aims and goals for each event and striving to achieve those goals and aims.
 </li>
 <li>
 Assist in evaluating third-party events according to company criteria and define success metrics for each.
 </li>
 <li>
 Provide logistical support for trade shows and events, including preparation of event plans detailing investment and KPIs.
 </li>
 <li>
 Assist in creating post-event evaluation reports to measure success and ROI.
 
 
 </li>
 </ul>
 
 Desired Experience
 
 
 
 <ul>
 <li>
 Degree in Marketing, Communications, or relevant business area.
 </li>
 <li>
 4+ years of Marketing experience.
 </li>
 <li>
 Fluency in English.
 </li>
 <li>
 Proven proficiency in working with Marketo, Salesforce, Demandbase, On24 (or equivalents).
 
 
 </li>
 </ul>
 
 Nice to have
 
 
 
 <ul>
 <li>
 Experience working at a hypergrowth technology business
 </li>
 <li>
 Exposure to working with financial service clients
 
 
 </li>
 </ul>
 Salary range $90,000-$125,000 PA + performance related incentives
 
 
 
 Benefits
 
 
 
 
 Our promise to you
 
 
 
 We are striving to become global leaders across financial crime we operate in and as part of that we are a high-performing highly collaborative team that works cross-functionally to accommodate our client's needs.
 
 
 <ul>
 <li>
 Collaboration: Working together to achieve our best
 </li>
 <li>
 Outcomes: Drive Success in every engagement
 </li>
 <li>
 Respect: A collective feeling of inclusion and belonging
 </li>
 <li>
 Excellence: Continuously raising the bar
 
 
 </li>
 </ul>
 
 What's in it for you?
 
 
 
 <ul>
 <li>
 Comprehensive Medical, Dental, and Vision coverage provided through Cigna
 </li>
 <li>
 Access to Cobra Coverage
 </li>
 <li>
 Employee Assistance Programme available via Cigna
 </li>
 <li>
 401k retirement savings plan
 </li>
 <li>
 Life, Accident, and Disability Cover offered through Cigna
 </li>
 <li>
 Participation in a Savings and Transformation Scheme
 </li>
 <li>
 Opportunity to earn an annual company bonus based on performance
 </li>
 <li>
 Generous 20 days of Paid Time Off (PTO) annually
 </li>
 <li>
 3 company closure days for designated holidays
 </li>
 <li>
 Access to extensive training programs, including both classroom and online options through 'Fenergo University'
 </li>
 <li>
 Implementation of a Buddy system for all new starters to provide guidance and support
 </li>
 <li>
 Opportunity to work on a cutting-edge Fintech product, utilizing the latest tools and technologies
 </li>
 <li>
 Defined training and role tracking to monitor and support your career development and progress
 </li>
 <li>
 Enjoy complimentary lunches provided in the office
 </li>
 <li>
 Work From Home set-up allowance to support a comfortable and efficient remote working environment
 
 
 </li>
 </ul>
 
 Diversity, Equality, and Inclusivity
 
 
 
 Fenergo is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace, where all employees are valued, respected, and can reach their full potential. We do not discriminate based on race, colour, religion, sex, national origin, age, disability, or any other characteristic protected by applicable law. Our hiring decisions are based solely on qualifications, merit, and business needs. We believe that a diverse workforce enriches our company culture, fosters innovation, and contributes to our overall success. We strive to provide a fair and supportive environment for all employees, promoting equal opportunities for career development and advancement. We encourage all qualified individuals to apply for employment opportunities and join our team in contributing to a collaborative and inclusive work environment.
</div>

Field Marketing Manager (Americas)

Explore 866+ Business analyst tds global asset servicing in New York this March. Find roles across top companies and apply now to boost your career.