corporate strategy associate

Grant Thornton

<div>As a Technology Strategy Senior Associate, you will be part of Grant Thornton&rsquo;s AI, Data and Technology Practice &ndash; all with the resources, environment, and support to help you excel. You will perform strategic advisory [FO1] services to address business challenges throughout client technology organizations.
 
 
From day one, you&rsquo;ll be empowered by the greater Transformation team to advise clients with strategic initiatives that will help them achieve their vision and help you achieve more, confidently.
Your day-to-day may include:
<ul><li>Possess a working knowledge of how a commercial or large non-profit organization functions from an organizational, operating model, process, and technology perspective
</li><li>Continually strive to develop professionally, staying up to date on technology trends and solutions in the marketplace to address the issues companies and large non-profits face
</li><li>Assist practice leaders and business development executives with proposal development and presentations. Identify, quantify, and scope new opportunities for GT on existing engagements
</li><li>Performing [FO2] strategic assessments of client technology environments against best practices and widely accepted maturity model frameworks
</li><li>Develop thoughtful, value add recommendations and roadmaps that meet client needs
</li><li>Execute projects related to our technology strategy service offerings such application portfolio strategy, enterprise IT strategy, technology architecture &amp; cloud, technology operations design for mid to large sized public and private organizations.
</li><li>Utilize first principles thinking, customizing create frameworks and methodologies to solve challenging problems
</li><li>Analyze complex quantitative / qualitative data and synthesize output
</li><li>Communicate effectively in an organized and knowledgeable manner to senior audiences, able to deliver difficult messages with persuasiveness and sensitivity
</li><li>Drive the development of business cases (financial, quantitative, and qualitative) to support strategic business initiatives, process improvement initiatives, or IT transformations
</li><li>Build and analyze financial models and complex budgets
</li><li>Coach and develop team members [FO3]
</li><li>Demonstrate executive presence to become a trusted advisor to c-suite level clients
</li><li>Contribute to the development of various service offerings and practice thought leadership
</li><li>Other duties as assigned
</li></ul>You have the following technical skills and qualifications:
<ul><li>Bachelor's degree in Technology, Computer Science, or related field required. MBA or MIS preferred
</li><li>Minimum 2 years of related work experience in Strategy Consulting, servicing Technology related engagements preferred
</li><li>Industry experience within Manufacturing, Services, Healthcare (providers), Banking, Private Equity, or large Non-Profits (including higher education) a plus
</li><li>Excellent business writing and communication skills
</li><li>Experience in the assessment of IT organizations &ndash; capability to strategy alignment, cost structure, and operating model
</li><li>Experience in application portfolio strategy &ndash; package selection, implementation planning and application architecture model development
</li><li>Experience with strategic IT assessment, enterprise cloud assessments and roadmap development
</li><li>Can travel as needed. Expected travel is up to 40%
</li><li>Consistent with the firm&rsquo;s hybrid work model, this position will require in-person attendance at least two days per week, either at a GT office or client site
 </li></ul><div><div><div>[FO1] May or may not include implementation. Adjusting this to focus on strategic advisory.
 </div></div><div><div>[FO2] Manager will lead the team. SA will focus on deliver
 </div></div><div><div>[FO3] Applies if we have Associates</div></div></div></div>

AI, Data & Tech - Technology Strategy Senior Associate

BBVA

<div>
 
 
 Summary of Responsibilities
 
 :
 
 
 The Global Trade Finance &ndash; Associate working for the Global Trade Finance Latam team at BBVA New York will be responsible for the following:
 
 
 
 
 
 Marketing, origination, structuring and execution of Trade Finance and Working Capital solutions to BBVA&rsquo;s Global Corporate Clients in Latin America, which include but are not limited to:
 
 <ul>
 <li>
 Letters of Credit (issuance, confirmation, advising of Letters of Credit, Stand-By LCs, Documentary Collections, etc.)
 </li>
 <li>
 Receivables/Payables Finance: Supply Chain Finance / Confirming, Receivable Purchase Programs / Factoring / Vendor Factoring, Forfaiting / Structured Forfaiting (discount without recourse of instruments of payment such as LCs, receivables, bills of exchange, promissory notes, etc.)
 </li>
 <li>
 Credit Enhanced Short-Term Facilities: Private Insurance, Multilaterals
 </li>
 <li>
 Pre-export Finance
 </li>
 <li>
 Silent Guarantees
 </li>
 <li>
 Structured Trade Finance products as BB Facilities, Prepayments, Inventory Finance.
 </li>
 <li>
 Sustainable Trade Finance and Working Capital solutions within the Global Transaction Banking ESG Framework (GTB Sustainability Framework)
 </li>
 </ul>
 
 
 
 
 Coordinates with partners across the organization to deliver seamless Trade Finance solutions to clients, including but not limited to the following: Global Corporate Clients, Legal, Compliance, Credit Risk, Operations and Funding Desk.
 
 
 
 
 
 Negotiating credit agreements with corporate clients, multilaterals, export credit agencies, other financial institutions and legal advisors
 
 
 
 
 
 Provide advisory support to corporate clients and enforce cross-selling opportunities
 
 
 
 
 
 Support team leader in strategic planning and segmentation of industries and clients in Latam markets
 
 
 
 
 
 Support team leader in forecasting and planning of budgetary objectives and portfolio management
 
 
 
 
 
 Participate in training support to other team members, relationship managers and other product units
 
 
 
 
 
 
 Essential Job Duties:
 
 
 <ul>
 <li>
 Managing a target list of corporate clients in the Latam countries in coordination with the Global Clients group to identify opportunities and offer all type of trade finance products
 </li>
 <li>
 Engaging in sales efforts by providing necessary products support and enhance visibility of products to local offices in Latam
 </li>
 <li>
 Planning of marketing trips primarily in the Latam market and representing the interests of the bank during client visits and meetings
 </li>
 <li>
 Prepare credit proposal for risk approval
 </li>
 <li>
 Preparing marketing material including product presentations
 </li>
 <li>
 Developing and putting together competitive financing structures that add value to the customers&rsquo; needs
 </li>
 <li>
 Leading the process of negotiating terms and conditions directly with corporate clients
 </li>
 </ul>
 
 
 
 
 
 Skills, knowledge, abilities/competencies
 
 :
 
 
 
 Technical Skills:
 
 
 <ul>
 <li>
 An ideal candidate has a minimum of 4 years of Global Trade Finance experience
 </li>
 <li>
 Bachelor&rsquo;s degree in finance, economics or related field. MBA preferred
 </li>
 <li>
 Fluent in English and Spanish and ideally Portuguese (both oral and written)
 </li>
 <li>
 Strong knowledge and understanding of Global Trade Finance and Working Capital products and business, and the GTB Sustainability Framework
 </li>
 <li>
 Advanced credit training and solid analytical financial background in order to understand and determine the risk and profitability of Trade Finance solutions
 </li>
 <li>
 Excellent communication and presentation skills
 </li>
 <li>
 Experience identifying and leveraging internal resources, building and working with cross-bank teams to deliver solutions to clients
 </li>
 <li>
 Proven track record of managing multiple projects and transactions and executing the transactions in a bank that has a complex multi-country organization
 </li>
 <li>
 Strong interpersonal and teamwork skills
 </li>
 <li>
 Proficient in Microsoft Office Tools, particularly Excel and PowerPoint in order to deliver high-quality presentations to clients
 </li>
 </ul>
 
 
 
 
 
 Management Responsibilities
 
 :
 
 <ul>
 <li>
 Assist team leader with the workflow, duties &amp; training of the junior members of the team
 </li>
 <li>
 Manage/monitor portfolio to ensure credit quality and profitability standards and budget compliance
 </li>
 </ul>
 
 
 
 
 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
 
 
 
 
 
 With respect to this position in our New York Office, the expected base salary ranges from $120,000 to $125,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
 
 
 
 
 
 
 
 
 *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
 
 
 
</div>

Global Trade Finance Associate

Level Four Group

<div>
 
 
 
 Our Team is growing, and we need you!
 
 
 
 
 
 
 
 Come be a part of this disruption in the financial services marketplace!
 
 
 
 
 
 
 By joining the Level Four family of companies, you&rsquo;ll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
 
 
 
 
 
 
 
 We offer:
 
 
 
 <ul>
 <li>
 
 
 
 
 Casual Work Environment
 
 
 
 
 </li>
 <li>
 
 
 
 
 Generous Paid Time Off
 
 
 
 
 </li>
 <li>
 
 
 
 
 Flexible Work Schedule
 
 
 
 
 </li>
 <li>
 
 
 
 
 Great Benefits
 
 
 
 
 </li>
 <li>
 
 
 
 
 And More&hellip;
 
 
 
 
 </li>
 </ul>
 
 
 
 
 Come take your career path to the next level!
 
 
 
 
 
 
 
 
 
 The Level Four Capital Management (LFCM) Trading and Operations Associate
 
 &nbsp;is as a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions.
 
 
 
 
 
 
 
 Essential responsibilities and tasks of the Trading and Operations Associate are:
 
 
 
 <ul>
 <li>
 
 
 Ensure operational efficiencies and data integrity in support of the LFCM asset management platform, with an emphasis on collaboration and process development
 
 
 </li>
 <li>
 
 
 Provide support for GIPS (Global Investment Performance Standards) verification process, including LFCM model assignments and changes, closing of accounts and working with various custodians/regulators to ensure all data accuracy and completeness
 
 
 </li>
 <li>
 
 
 System and Database data entry and maintenance to ensure database integrity (Black Diamond &amp; Salesforce)
 
 
 </li>
 <li>
 
 
 Manage operational and portfolio management reporting, including but not limited to, asset flow, custodian alerts, portfolio high cash, etc.
 
 
 </li>
 <li>
 
 
 Interface with the Operations team on day-to-day tasks relating to new account on-boarding to ensure client accounts are in good order before trading occurs in LFCM managed models
 
 
 </li>
 <li>
 
 
 Serve as key point of contact between Financial Advisors and LFCM, providing support for account on-boarding and account transitions, ensuring a professional and proactive experience
 
 
 </li>
 <li>
 
 
 Assist with monthly and quarter-end reporting to support Financial Advisors and industry database partners
 
 
 </li>
 <li>
 
 
 Prepare and develop client proposals based on the specific needs and requests of Financial Advisors
 
 
 </li>
 <li>
 
 
 Facilitate the creation and submission of Fixed Income paperwork for onboarding new clients to sub-advisor partners, such as Eaton Vance and First Trust.
 
 
 </li>
 <li>
 
 
 Allocate Fixed Income trades, ensuring accurate booking of bond trades into accounts as received daily from sub-advisors.
 
 
 </li>
 <li>
 
 
 Assist the trader in resolving trade discrepancies between Fixed Income sub-advisors, brokers, and custodians, ensuring timely and effective resolutions.
 
 
 </li>
 <li>
 
 
 Assist the trader in resolving trade corrections, including completing and submitting forms to both the custodian and internal home office teams with prior approval
 
 
 </li>
 <li>
 
 
 Review and monitor holdings amongst client strategies&nbsp;
 
 
 </li>
 <li>
 
 
 Additional duties as required
 
 
 </li>
 </ul>
 
 
 
 Successful Trading and Operations Associate candidates will have:
 
 
 
 <ul>
 <li>
 
 
 Knowledge and experience in the securities industry in order to support the firm&rsquo;s investment management team and platform of SMA and Asset Allocation portfolios.
 
 
 </li>
 <li>
 
 
 This position is critical to the efficient management, operations, implementation and tracking of client portfolios managed by the portfolio management team.&nbsp;
 
 
 </li>
 <li>
 
 
 This professional will be able to work in the Dallas corporate office, reporting to the LFCM Practice Director.
 
 
 </li>
 </ul>
 
 
 
 
 Required
 
 
 
 
 <ul>
 <li>
 
 
 Bachelor&rsquo;s Degree in Finance or related field
 
 
 </li>
 <li>
 
 
 Must have prior experience in a financial services office/broker-dealer with knowledge of equity and fixed income markets as well as securities
 
 
 </li>
 <li>
 
 
 Meticulous attention to detail and excellent organizational skills
 
 
 </li>
 <li>
 
 
 Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in both face-to-face and phone interactions
 
 
 </li>
 <li>
 
 
 Reliable and Accountable; follows through on commitments start-to-finish
 
 
 </li>
 <li>
 
 
 Possesses critical thinking, analytical and problem-solving skills
 
 
 </li>
 <li>
 
 
 Has strong time-management skills; able to prioritize tasks
 
 
 </li>
 <li>
 
 
 General computer and software knowledge in Microsoft Office Suite
 
 
 </li>
 </ul>
 
 
 
 
 Preferred
 
 
 
 
 <ul>
 <li>
 
 
 Minimum 3 years of experience
 
 
 </li>
 <li>
 
 
 FINRA Series 7, 66, 63 and/or 65 registration
 
 
 </li>
 <li>
 
 
 Securities license or willingness to obtain
 
 
 </li>
 <li>
 
 
 Black Diamond
 
 
 </li>
 <li>
 
 
 J AdvisorAccess, Schwab, and/or Fidelity Wealthscape
 
 
 </li>
 </ul>
 
 
 
 
 Icing on the Cake
 
 
 
 
 <ul>
 <li>
 
 
 Salesforce
 
 
 </li>
 </ul>
</div>

Trading & Operations Associate

Jefferies

<div>
 
 
 Job Description
 
 
 
 
 
 
 Leucadia Asset Management
 
 
 
 
 
 
 Financial Strategy &amp; Project Management Associate
 
 
 <ul>
 <li>
 Support the development, enhancement, and maintenance of financial models
 </li>
 <li>
 Source, validate, and evaluate data for annual budgets, long-range planning, and monthly forecasts
 </li>
 <li>
 Continuously improve financial processes and analytical tools to meet the evolving needs of internal stakeholders
 </li>
 <li>
 Contribute to the preparation of investor relations materials, including financial presentations and performance summaries
 </li>
 <li>
 Analyze financial data to identify trends, variances, and opportunities for improvement
 </li>
 <li>
 Oversee end to end delivery of technology initiatives such as portfolio management tools, trading workflows, data workflows, OMS/ PMS integration and regulatory reporting tools, etc.
 </li>
 <li>
 Develop detailed project plans, timelines, and roadmaps; manage scope risk, dependencies, and budgets.
 </li>
 <li>
 Maintain clear communication and drive alignment among portfolio managers, risk officers, operations, compliance, and technology leadership to ensure cohesive decision making and project delivery
 </li>
 </ul>
 
 
 
 
 Requirements:
 
 <ul>
 <li>
 Strong financial modeling and analytical skills
 </li>
 <li>
 Proficiency in Microsoft Excel, Word, and financial software applications
 </li>
 <li>
 Knowledge of financial statement analysis
 </li>
 <li>
 Strong attention to detail and problem-solving abilities
 </li>
 <li>
 Excellent communication skills and capable to execute in a fast-paced environment
 </li>
 <li>
 Ability to identify operational inefficiencies and propose solutions
 </li>
 <li>
 Prior experience with any or all aspects of project management, SDLC and Agile Methodologies Experience and knowledge of different asset classes such as Equities, Options and Futures
 </li>
 <li>
 Experience in managing project finances (POs, Invoicing, Vendor Relations, etc.)
 </li>
 <li>
 Strong time management skills and experience managing multiple projects simultaneously
 </li>
 </ul>
 
 Preferred- strong understanding of IT infrastructure environments and knowledge in different technical areas specific to Network, Server, Storage and Security
 
 
 
 
 
 Primary Location: New York Full Time Salary Range of $95,000-$115,000.
 
 
 
 
 
 
 About Us
 
 
 
 Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
 
 
 At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
 
 
 Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
 
 
 The salary offered will take into consideration an individual&rsquo;s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
 
</div>

Financial Strategy & Project Management Associate

JPMorganChase

<div>JOB DESCRIPTION 
Within Global Alternative Investment Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. Global Alternative Investment Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
As part of Global Alternative Investment Solutions, the Global Alternative Investment Solutions Product Development group works in conjunction with numerous teams to develop and deliver products for use in the J.P. Morgan Private Bank (PB), JPMorgan Advisors (JPMA) and Chase Wealth Management (CWM) lines of business.
Team and Position Overview:
The candidate will be part of the Global Alternative Investment Product Development team with a focus on our Alternatives platform offering. The Global Alternatives Product Development team is responsible for the E2E simplification and scaling of the Alternatives target op model inclusive of key enabling capabilities and differentiating services. The team&rsquo;s role spans the full lifecycle of transformation &ndash; Vision, Strategy, E2E Op Models, Business Case development, Roadmap planning and execution.
Role description: The Product Operations Lead is responsible for driving excellence across product governance, communications, and process management. This role oversees the coordination and execution of stakeholder governance forums, as well as annual, quarterly, and monthly planning cycles, and the development of key communications such as newsletters and product launch materials. Acting as the central point for quality control, the individual ensures that best practices are followed for all product releases and training initiatives. The role also includes exploring the integration of product discovery and planning processes into JIRA and implementing feedback mechanisms to support continuous improvement. Success in this position requires strong organizational skills, effective stakeholder management, and the ability to collaborate across product, operations, training, and technology teams to deliver high-quality outcomes.
Job Responsibilities: The ideal candidate leverages a commercial mindset, demonstrates superior analytical skills including data management, and is an effective change leader.
1. Governance Forums Management<ul>
<li>Coordinate Governance Forums: Facilitate key governance meetings, including Monthly Status Forum, Alts Product Council, and prepare for ad hoc forums such as town halls.</li>
<li>Annual &amp; Quarterly Planning: Organize the annual and quarterly planning cycles, ensuring alignment across product teams and stakeholders.</li>
<li>Product Status &amp; Health: Oversee monthly forum on product status, health, and OKRs, driving accountability and transparency.</li>
<li>Newsletters: Develop and distribute newsletters to communicate key updates and initiatives to stakeholders.</li></ul>
2. Communications &amp; Training<ul>
<li>Product Launch Communications: Serve as the central point and quality control for product launches and releases, ensuring consistent and effective messaging.</li>
<li>Monthly Comms Forum: Expand on existing communication best practices and establish a monthly forum to review and plan upcoming communications.</li>
<li>Training Coordination: Maintain a cadence with training teams to ensure all training materials are current and aligned with product changes.</li></ul>
3. JIRA Planning Improvement<ul>
<li>JIRA Optimization: Explore the adoption of JIRA dashboards, JIRA Planning, and JIRA Product Discovery to streamline project discovery, planning and execution.</li></ul>
4. Feedback Management<ul>
<li>Feedback Tracking &amp; Actioning: Develop and manage processes for tracking and actioning feedback received from clients and advisors, ensuring continuous improvement and responsiveness to stakeholder needs.</li></ul>
Required Qualifications, Capabilities and Skills:<ul>
<li>Product Team Experience: Prior experience working on or closely with a product team, with a strong understanding of product development lifecycles, cross-functional collaboration, and the unique challenges and opportunities within product organizations.</li>
<li>Experience in Governance and Stakeholder Management: Proven ability to organize, facilitate, and drive outcomes in governance forums, planning cycles, and cross-functional meetings.</li>
<li>Strong Communication Skills: Exceptional written and verbal communication skills, with experience developing newsletters, product launch communications, and training materials.</li>
<li>PowerPoint Proficiency: Advanced skills in creating, editing, and presenting professional PowerPoint decks for governance forums, newsletters, training sessions, and executive communications. Ability to distill complex information into clear, visually engaging presentations.</li>
<li>Project Management Expertise: Demonstrated proficiency in project planning, status reporting, and managing key performance indicators to drive successful outcomes.</li>
<li>JIRA Proficiency: Hands-on experience with JIRA board maintenance, dashboard creation, and process optimization; familiarity with JIRA Product Discovery is a plus.</li>
<li>Collaboration and Relationship Building: Ability to work effectively with diverse teams, including product, training, technology, and operations groups, fostering a culture of transparency and accountability.</li>
<li>Attention to Detail: Strong organizational skills and attention to detail, ensuring high-quality deliverables and effective quality control.</li>
<li>Adaptability and Initiative: Comfortable managing ad hoc requests and forums, with a proactive approach to problem-solving and process enhancement.</li>
<li>Demonstrates values and diversity &amp; inclusion principles and perspectives.</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Alternative Investments, Global Product Operations Associate

Current

<div>Strategic Finance Associate

Current is a leading U.S. fintech with nearly 4 million members, serving people who have been overlooked by traditional banks. Headquartered in NYC, our results-driven environment enables us to build better products, grow faster and empower everyone on our team to have an impact on our business and our mission to improve financial outcomes for our members.
About the role:

You will join Current's Strategic Finance team, supporting Current's rapid growth and most important decisions with analytical insight and strategic and tactical recommendations that drive the long term success of our business. You will identify and solve business opportunities using quantitative analysis and holistic problem-solving frameworks. You'll communicate your findings to senior leadership and partner with others to operationalize the hypotheses and takeaways. This role requires a strong interest in problem solving, ability to recognize patterns, and cross-functional partnership (Product, Growth, and Data) to drive decision-making. This is an exceptional opportunity to have a considerable impact on a rapidly scaling company in a disruptive industry. If you possess both technical and interpersonal skills and want to use this combination to influence the success of a high-growth fintech startup, we encourage you to apply!

Responsibilities:
<ul>
<li>Drive analysis and develop strategies in partnership with Finance, Product, and Data to achieve Current's initiatives and targets</li>
<li>Scenario-test potential new products; analyze pricing, marketing strategies, and changes to the business model
</li><li>Clearly communicate recommendations and analysis across teams and to leadership</li>
<li>Own bottom-up forecasting and analytical models, including cohort analysis and 3-statement modeling</li>
<li>Develop and expand understanding of products and behaviors through analytics and research</li>
<li>Answer resource-allocation questions and help drive team roadmap prioritization</li>
<li>Collaborate with Data and Product to translate a/b tests into forecasted profit and unit-economic impact</li>
<li>Identify new &amp; iterative high-impact opportunities to further scale or improve unit economic efficiency</li>
</ul>
About You:
<ul>
<li>Intellectually curious - you seek to understand the why behind the numbers</li>
<li>Highly technical - you value precision and accuracy when it comes to your work, and you can rapidly dissect complex quantitative problems</li>
<li>Critical thinker - you consider problems from all angles to remove bias</li>
<li>Results-oriented - you will do whatever it takes to ensure success. You ground your contributions in real customer and business impact and prioritize your time to maximize speed-to-impact.</li>
<li>Exceptional written and oral communication skills. You drive consensus through grounded arguments, interpersonal skills, and negotiation skills.
</li><li>Creative problem-solver - able to identify obstacles and present viable solutions</li>
<li>Self-starter with a desire to learn and the ability to rapidly understand the business and its drivers</li>
<li>Comfortable working in a fast-moving, ambiguous environment</li>
<li>Excited by large breadth of problem areas</li>
</ul>
Requirements:
<ul>
<li>3+ years in an analytical and client facing role across finance (banking, private equity, strategic finance), consulting, or other similar function</li>
<li>Strong analytical, problem-solving, communication, and collaboration skills</li>
<li>Excel expert with demonstrated experience building complex and scalable financial models</li>
<li>Strong data analytical ability - experience with Looker and SQL is a plus</li>
<li>Able to balance competing priorities and influence leadership decision-making</li>
</ul>
This role has a base salary range of $110,000- $150,000. Compensation is determined based on experience, skill level, and qualifications, which are assessed during the interview process. Current offers a competitive total rewards package which includes base salary, equity, and comprehensive benefits.

Benefits:
<ul>
<li>Competitive salary</li>
<li>Meaningful equity in the form of stock options</li>
<li>401(k) plan</li>
<li>Discretionary performance bonus program</li>
<li>Biannual performance reviews</li>
<li>Medical, Dental and Vision premiums covered at 100% for you and your dependents</li>
<li>Flexible time off and paid holidays</li>
<li>Generous parental leave policy</li>
<li>Commuter benefits</li>
<li>Fitness benefits</li>
<li>Healthcare and Dependent care FSA benefit</li>
<li>Employee Assistance Programs focused on mental health</li>
<li>Healthcare advocacy program for all employees</li>
<li>Access to mental health apps</li>
<li>Team building activities</li>
<li>Our modern Chelsea-based office with open floor plan, stocked kitchen, and catered lunches</li></ul></div>

Strategic Finance Associate

ENERGYX

The Role
 Corporate Communication & Investor Relations Associate Role Overview EnergyX is seeking a highly skilled Corporate Communications & Investor Relations Associate with strong presentation and PowerPoint expertise to support executive leadership, strategy, and commercial teams in the creation of high-impact, visually compelling presentations. Key Responsibilities Executive & Strategic Presentations: • Design and develop high-quality presentations for board, investor, and executive audiences, including investor decks, fundraising materials, M&A and strategy presentations, IPO and capital markets materials, and client or partner pitch decks. Visual Design, Storytelling & Presentation Standards: • Create clean, professional presentations aligned with EnergyX’s brand, including charts, diagrams, and infographics to clearly explain technical concepts, financial models, and operational processes. • Collaborate with executive, strategy, and legal teams while maintaining PowerPoint templates, master slides, and presentation standards to ensure consistency, and executive-level readability.
 
Requirements
 Educational Qualifications: • Bachelor’s degree in any discipline. Experience: • 5+ years of professional experience as a PowerPoint Specialist, Presentation Designer, or similar role. • Experience working with Excel models and technical inputs. Preferred Qualifications: • Advanced mastery of Microsoft PowerPoint (expert-level). • Knowledge of Adobe Creative Suite (Illustrator, InDesign) is a plus. • Qatari nationals preferred. Key Skills: • Excellent time management and ability to perform under pressure. • Proactive, responsive, and service-oriented mindset.
 
About the company
 EnergyX is a fully verticalized deep-tech company operating the industrys first integrated platform for building energy outcomes. At its core are three tightly integrated pillars: EnergyX Intelligence, the computational and geospatial AI layer that models and optimizes building performance from design through operation; EnergyX Foundry, the industrial deep-tech layer combining advanced materials, energy-generating building envelopes, and DFMA manufacturing at scale; and EnergyX Operations, the commercial layer supporting stakeholders through management platforms, facility services, and ongoing performance optimization. With growing channels across Asia, Europe, MENA, and North America, and a sovereign-backed industrial hub in Qatar, EnergyX is scaling a model that makes sustainability a measurable and monetizable advantage for both new builds and retrofits.

Corporate Communication & Investor Relations Associate

Search 10000+ Corporate strategy associate jobs near you this March. New roles added regularly across leading industries. Apply today.