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head of risk analytics

credit to cash senior operations analyst

<div><p><b>Job Summary:
</b></p><p>The Credit to Cash Senior Operations Analyst is responsible for monitoring and facilitating issue resolution for the day-to-day activities of the billing and contract administration team, as well assigned regional support. The Senior Analyst actively provides input in the development of firm wide billing and contract administration policies and procedures and is responsible for first level coordination with transactional managers and lead analysts.
</p><p><b>Job Duties:
</b></p><ul><li>Provides billing and contract administration direction and support to client facing professionals and lead analyst
</li><li>Investigates, identifies root causes and resolves complex set up and billing issues utilizing firm best practices through coordination with client facing professionals, lead analysts and regional finance
</li><li>Provides resolution for first level issues escalated by the lead analysts or client facing professionals
</li><li>Trains new and existing staff on the firm&rsquo;s billing and contract administration policies, procedures and best practices
</li><li>Serves as a subject matter expert (SME) of the financial system relating to customer billing configurations, billing process and best practices
</li><li>Reviews identified billing and contract administration issues, and updates departmental procedures and Knowledge Based articles
</li><li>Leads billing and contract administration improvement projects in individual locations, as directed
</li><li>Works in concert with Regional Finance, Principals and Office Managing Principals (OMP) to understand billing and contract administration needs of assigned region(s)
</li><li>Researches and responds to client questions received through the BDO eBill portal
</li><li>Researches and provides timely response to internal billing and contract administration inquires
</li><li>Assists in monitoring unbilled accounts receivables (UAR) by business line, and follow-ups with the appropriate individuals to insure the UAR is billed in a timely manner
</li><li>Mentors and assists in the development of lead analysts
</li><li>Coordinates and leads onsite support for existing locations and expansions
</li><li>Other duties as required
</li></ul><p><b>Supervisory Responsibilities:
</b></p><ul><li>N/A
</li></ul><p><b>Qualifications, Knowledge, Skills &amp; Abilities:
</b></p><p><b>Education:
</b></p><ul><li>Bachelor&rsquo;s degree in Finance, Accounting, or Economics and two (2) or more years of experience within a billing and/or contract management role, required; OR High School Diploma/GED and five (5) or more years of experience within a billing and/or contract management role, required
</li></ul><p><b>Experience:
</b></p><ul><li>Professional services firm experience, preferred
</li><li>Two (2) years of supervisory experience, preferred
</li></ul><p><b>License/Certifications:
</b></p><ul><li>N/A
</li></ul><p><b>Software:
</b></p><ul><li>Proficiency with Microsoft Office Suite, specifically Word and Excel, required
</li><li>Oracle Cloud or similar time and billing software experience, preferred
</li></ul><p><b>Language:
</b></p><ul><li>N/A
</li></ul><p><b>Other Knowledge, Skills, &amp; Abilities:
</b></p><ul><li>Superior verbal and written communication skills
</li><li>Exhibits independent judgment and decision-making skills in the remediation of complicated billing requirements
</li><li>Ability to work and communicate effectively with professionals at all levels
</li><li>Superior customer service skills
</li><li>Ability to work in a deadline-drive environment, and handle multiple projects and tasks with an attention to detail
</li><li>Ability to successfully multi-task while working independently or in coordination with other core business services professionals
</li><li>Understands and maintains the confidentiality of all information
</li>Excellent time management skills<br>
<li>
</li></ul><p></p><p>Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate&rsquo;s qualifications, experience, skills, and geography.
</p><p>National Range: $68,000 - $82,500
<br>
Maryland Range: $68,000 - $82,500
<br>
NYC/Long Island/Westchester Range: $68,000 - $82,500</p></div>
<br><div><p>Join us at BDO, where you will find more than a career, you&rsquo;ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
</p><p>At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
</p><p>BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm&rsquo;s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm&rsquo;s success, with no employee contributions.
</p><p>We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
</p><p></p><ul><li>Welcoming diverse perspectives and understanding the experience of our professionals and clients
</li><li>Empowering team members to explore their full potential
</li><li>Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
</li><li>Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
</li><li>Focus on resilience and sustainability to positively impact our people, clients, and communities
</li><li>BDO Total Rewards that encompass so much more than traditional &ldquo;benefits.&rdquo; Click here to find out more!
</li></ul><ul><li>Benefits may be subject to eligibility requirements.
</li></ul><p>Equal Opportunity Employer, including disability/vets
</p><p></p><div><div>Click here to find out more!</div></div></div><div></div>

Credit to Cash Senior Operations Analyst

SoFi

<div><div><p><b>Employee Applicant Privacy Notice</b></p>
<p><b>
Who we are:</b></p>
<div>
<p>Shape a brighter financial future with us.</p>
<p>
Together with our members, we're changing the way people think about and interact with personal finance.</p>
<p>
We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. <b>Join us to invest in yourself, your career, and the financial world.</b></p>
</div></div><p><b>
The team</b></p>
<p>
SoFi's Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The team designs data-driven strategies to ensure the growth in lending is consistent with the company's risk appetite and helps create the products and experiences that put our members' interests first.</p>
<p>
The Senior Credit Manager will work in the Credit team and have responsibilities to analyze and evaluate data to develop and propose value-added credit risk strategies and models for SoFi's lending products, which include Personal Loan, Student Loan Refinance, Private Student Loan, and Credit Card. The initial focus of the role will be on Private Student Loan but the candidate may get opportunities to work on other lending products in the future.</p>
<p>
The candidate will be responsible for independently developing and implementing underwriting strategies that meet our risk appetite, monitoring and analyzing the risk trends within the portfolio to provide insights and recommendations for strategy enhancement opportunities. She/he will be part of the Credit team with 1LOD responsibilities.</p>
<p>
The Senior Credit Manager will collaborate with cross-functional teams such as Business Units, Operations, Marketing, Finance, Capital Markets, Product, Engineering, Legal and Compliance. Use business acumen, credit experience and quantitative and analytical skills to drive revenue, control risk, and provide value to the company and consumers.</p>
<p>
The ideal candidate will possess a data-driven analytics background and the strategic acumen to direct a function that draws strategic insights from data using database and statistical analysis tools to inform decisions and support SoFi's overarching strategic goals relative to loss prevention and profit optimization. They bring new ways of thinking, data sources, technologies, and capabilities to SoFi.</p><br>
<p></p>
<p><b>
What you'll do:</b></p>
<ul>
<li>Innovate&hellip; Bring your brightest ideas to build algorithmic risk strategies. This means you will architect credit underwriting, pre-screen targeting, and risk tier assignment.</li>
<li>Data Driven&hellip; Your deep analysis will power the future of lending with an optimal real-time data ecosystem &ndash; including multi-product internal, bureau, third-party, and alternative data sources and uses.</li>
<li>Iterate, learn, innovate&hellip; We are all responsible for innovation and must embrace a test-and-learn mentality and data-driven decision making.</li>
<li>Collaborate&hellip; Work collaboratively with business partners such as Business Units, Operations, Marketing, Finance, Legal and Compliance to deliver successful business results. Partner closely with implementation teams to accurately drive new strategies to production.</li>
<li>Control the Risk and Drive Performance Outcomes &hellip; Understand credit risk and develop approaches to mitigate loss and responsibly grow revenue. Monitor the performance of strategies and portfolios. Document and communicate results and escalate issues as necessary. Identify gaps/opportunities and drive actions.</li>
<li>Challenge the Status Quo &hellip; Challenge others, continuously raise the bar, build better processes and attack hard problems to help us build the best products in the industry.</li>
<li>Grow, Grow, Grow!&hellip; Be inspired by dynamic leaders and our rapidly growing business. We want YOU to be an inspired leader of tomorrow, so we are recruiting the best, brightest, and passionately quantitative team members.</li></ul><br>
<p></p>
<p><b>
What you'll need:</b></p>
<ul>
<li>7+ years of related experience</li>
<li>Business acumen and work experience in the consumer lending business (loans or credit cards)</li>
<li>Direct experience in the credit strategy analytical life cycle, including strategy and decision tree development, P&amp;L, presentation, implementation validation, and post-implementation monitoring</li>
<li>Proven analytical skills in conducting sophisticated analysis using customer performance data, bureau attributes, and other 3rd party variables to solve business problems</li>
<li>Proficient data exploration and credit modeling skills in Excel, SQL and Python</li>
<li>A demonstrated ability to synthesize and communicate analysis to business partners and senior management</li>
<li>Results-driven, eager to learn, and able to work collaboratively in a fluid environment</li>
<li>Knowledge/skills in analytical and modeling techniques such as decision trees, regression, logistic regression, test design</li>
<li>Preferred: 7+ years of credit card or unsecured loan credit risk experience</li>
<li>Preferred: Experience in developing credit strategies using innovative data sources such as cash flow or alternative data</li>
<li>Preferred: Advanced degree (Master's or PhD) with a quantitative major such as Statistics, Mathematics, Engineering, or Computer Science</li>
</ul><div><div><b>Compensation and Benefits</b></div>
<div>The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.</div>
<div></div>
<div>To view all of our comprehensive and competitive benefits, visit our <b>Benefits at SoFi</b><b> </b>page!</div>
<h5 class="jobSectionHeader">SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.</h5>
<h5 class="jobSectionHeader">The Company hires the best qualified candidate for the job, without regard to protected characteristics.</h5>
<h5 class="jobSectionHeader">Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</h5>
<h5 class="jobSectionHeader">New York applicants: Notice of Employee Rights</h5>
<h5 class="jobSectionHeader">SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email <b>accommodations@sofi.com.</b></h5>
<h5 class="jobSectionHeader">Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.</h5>
<div><b>Internal Employees</b></div>
<div>If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.</div></div></div>

Senior Manager In School Loans

Intuit

<div><b>Category</b> Sales <b>Location</b> Remote - California (Not Bay Area) - United States <b>Job ID</b> 19801</div>
<br><div><div><h2 class="jobSectionHeader"><b>Company Overview</b></h2>
<div><p>Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.</p>
</div></div><div><h2 class="jobSectionHeader"><b>Job Overview</b></h2>
<p>We&rsquo;re at a turning point in how we manage our Professional Services and Partner ecosystems. We are moving away from manual, spreadsheet-heavy tracking and building a real-time, automated engine that scales. We need a Staff Sales Operations Analyst who doesn't just &quot;run&quot; reports, but actually architects the systems behind them.</p><p></p><p><br>
 This role is the bridge between a signed SOW and realized revenue. You&rsquo;ll be the primary architect for our PSA (Professional Services Automation) implementation, ensuring our margins and utilization are visible in real-time. If you love stripping the friction out of complex lifecycles and building the &quot;operational pipes&quot; for a growing channel ecosystem, this is your seat.</p><p><b><br>
Responsibilities</b></p><p>
Own the PSA Architecture: Lead the end-to-end implementation of our Professional Services Automation tools. Your goal is to kill the manual spreadsheets and replace them with a real-time engine for tracking margins and resource utilization.</p><p></p><p><br>
Build Channel &quot;Pipes&quot;: Design and manage the operational infrastructure that allows our Partner Program to scale. You'll handle the complexity of partner-led delivery so it feels seamless to the business.</p><p></p><p><br>
Accelerate Revenue Velocity: Take a hard look at our Lead-to-Cash lifecycle. You&rsquo;ll re-engineer the process to remove the &quot;dead time&quot; between a signed SOW and project closure, getting us to revenue faster.</p><p></p><p><br>
 Strategic Partnership: Act as the go-to person for Sales and Delivery leadership to help them understand where we are winning and where we are losing on project margins.</p><p></p><p><br>
 System Integration: Ensure our Sales tools, PSA, and Finance systems are actually talking to each other so data only has to be entered once.</p><p></p><p><b><br>
Qualifications</b></p><p>
Process Mastery: You have a Lean Six Sigma certification (Green or Black Belt preferred) and a proven track record of using those methodologies to fix broken business processes.</p><p></p><p><br>
Staff-Level Autonomy: You don't need a playbook&mdash;you write it. You&rsquo;re comfortable taking a vague business problem and turning it into a technical solution.</p><p></p><p><br>
Collaborative Style: You can explain complex system changes to a Sales Rep or a Finance VP without losing them in the jargon.</p><p></p><p><br>
Data Fluency: You can take a mess of manual data and turn it into a clean, automated dashboard that leaders actually trust.</p><p></p><p><br>
Lead-to-Cash Expertise: You understand the friction points between Sales and Professional Services and know exactly how to smooth them out.</p><p></p><p><br>
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit&reg;: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is:</p><br>
<p></p>
</div><div> <p>Saved</p></div></div><p></p>

Staff Sales Operations Analyst (PSA & Revenue Architecture)

Prudential

<div><div>Job Classification:</div>
Investment Management - Investments<div></div><div>
GLOBAL FIRM WITH A DIVERSE &amp; INCLUSIVE CULTURE</div><div>
As the Global Asset Management business of Prudential, we&rsquo;re always looking for ways to improve financial services. We&rsquo;re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you&rsquo;ll unlock a motivating and impactful career &ndash; all while growing your skills and advancing your profession at one of the world&rsquo;s leading global asset managers! If you&rsquo;re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that&rsquo;s investing in your future by shaping tomorrow today. At PGIM, You Can!</div><div></div><div><br>
What you will do:</div><div>
Are you highly motivated, intellectually curious, and willing to jump in to make impactful contributions? Are you ready to be a key contributor to a team and help get the job done? If so, then becoming a Real Estate Investment Analyst within a culture that treats our talent like an investment might be the right job for you! We are looking for an astute, determined professional like you to fulfill an Investment Analyst position supporting our Debt Originations business.</div><div>
This is a hybrid role based in San Francisco, CA where the team is working on-site 3-4 days a week.</div><div></div><div><br>
What you can expect:</div><ul><li>
Analyze and underwrite commercial real estate debt investment opportunities across all property types, structures, risk profiles, and geographies.</li><li>
Create cash flow models, sensitivity tables, rent roll analyses, and other financial analyses required to evaluate, pursue, and close debt investment opportunities.</li><li>
Prepare Investment Committee memoranda and related materials through market research, risk analysis, and in-depth understanding of investment factors and credit risks.</li><li>
Analyze economic, market, legal, and political conditions within an investment&rsquo;s geography.</li><li>
Assist senior professionals in leading the due diligence and closing processes for originations in conjunction with portfolio management team.</li><li>
Assist in loan level financings, appraisal review, and other activities that may require feedback from the debt originations or real estate transactions group, portfolio management team, or loan servicing group.</li><li>
Some travel required.</li></ul><div></div><div><br>
What you will bring:</div><ul><li>
Bachelor&rsquo;s degree required in Finance, Real Estate, or related discipline.</li><li>
2 to 4 years in commercial real estate, preferably in Originations</li><li>
Understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, expense recoveries, property types.</li><li>
Understanding of basic finance concepts such as amortization, interest rates, net operating income, cash flow returns, cap rates, internal rate of return, present value/discounted cash flow, and property valuations.</li><li>
Advanced knowledge of Microsoft Excel</li><li>
Strong quantitative skills and demonstrated analytical ability.</li><li>
Ability to operate independently and in a team environment, with good judgement and attention to detail while managing multiple projects simultaneously.</li></ul><div></div><div><br>
What will set you apart:</div><ul><li>
Self-motivated with perseverance, and a hands-on, proactive style</li><li>
Proficiency in Argus Enterprise</li></ul><div></div><ul><li>PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.</li></ul><div></div><div>
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $90,000 to $100,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits.</div><div></div><div>
About PGIM Real Estate</div><div>
With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.</div><div></div><div>
PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (<div>NYSE: PRU</div>). PGIM Real Estate&rsquo;s risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit <div>pgimrealestate.com</div>.</div><div></div><div>
What we offer you:</div><div></div><ul><li><div>
Market competitive base salaries, with a yearly bonus potential at every level.</div></li><li><div>
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.</div></li><li><div>
401(k) plan with company match (up to 4%).</div></li><li><div>
Company-funded pension plan.</div></li><li><div>
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.</div></li><li><div>
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.</div></li><li><div>
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.</div></li><li><div>
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.</div></li></ul><div></div><div>
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit <div>Work Life Balance | Prudential Careers. </div>Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.</div><div></div><div><div>
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.</div></div><div></div><div><div>
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.</div></div><div></div><div><div>
If you need an accommodation to complete the application process, please email <div>accommodations.hw@prudential.com</div>.</div></div><div></div><div><div><br>
If you are experiencing a technical issue with your application or an assessment, please email <div>careers.technicalsupport@prudential.com</div> to request assistance.</div></div></div>

PGIM Real Estate -Senior Investment Analyst

PGIM

KeyBank

<b>Location:</b><br>
601 California Street, San Francisco California
<br><br>
Job Summary
<br>The Senior Relationship Manager, Commercial serves as the primary contact and Financial Advisor for commercial clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Senior Relationship Managers drive financial performance through profitable cash management/deposit growth, quality credit, and strategic advisory services.
<br><br>
Essential Functions
<br>Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client-related matters.
<br>Drive a focused growth strategy and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry.
<br>Manage strategic issues including capital raising, regulatory compliance, ownership transition planning, M&A, revenue cycle management, etc.
<br>Educate the client on Key's expertise and capabilities in core product areas, including cash management, derivatives, equipment finance, and more.
<br>Maintain active prospecting efforts, including identification, qualification and calling, as well as develop an active Center of Influence (COI) referral network.
<br>Identify cross-sell opportunities and collaborate with other Community Bankers and Product Specialists to structure, coordinate and sponsor credit and non-credit products/services.
<br>Continuously improve functional/technical sales and credit expertise and transfer this knowledge to team members, partnering effectively with Credit Officers, as the first level sponsor for credit decisions.
<br>Assemble and lead cross-functional teams to quickly respond to customer requests when not able to address requests personally.
<br>Lead credit processes and ensure asset quality, including underwriting, structuring, and portfolio management; prepare Asset Quality Reports and Risk Rating models for accurate risk assessment.
<br>Mentor junior Relationship Managers and contribute to the development of team capabilities and performance.
<br>Lead strategic client reviews and proactively deliver insights and recommendations aligned with client goals.
<br>Contribute to strategic planning and initiatives of the commercial team.
<br>Maximize profitability of assigned portfolio by effectively selling the value Key provides.
<br>Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
<br>Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
<br><br>
Education
<br>Bachelor's Degree in accounting, finance, or related field or equivalent experience (required)
<br>Master's Degree (preferred)
<br><br>
Work Experience
<br>7+ years of financial services experience (required)
<br>1+ years Formal commercial credit training & experience from a bank or financial institution (required)
<br>Strong track record of achieving performance targets (required)
<br>5+ years of high performing experience providing financial expertise, counsel, and customized solutions to commercial clients in middle- to upper-market revenue brackets (preferred)
<br>Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality (preferred)
<br>Involvement in relevant boards and/or industry organizations (preferred)
<br><br>
Skills
<br>Prioritizing the needs, goals, and success of clients in every decision and interaction, ensuring tailored and responsive service.
<br>Making decisions that reflect high ethical standards, balancing client needs with regulatory and organizational responsibilities.
<br>Taking ownership of decisions, actions, and outcomes, and holding oneself and others responsible for delivering results.
<br>Anticipating future trends and aligning client strategies with long-term business goals and market opportunities.
<br>Communicating clearly and persuasively with senior executives, both internally and externally, to influence decisions and build trust.
<br>Understanding the financial, operational, and strategic drivers of commercial organizations to provide relevant and impactful banking solutions.
<br>Effectively using customer relationship management systems to track interactions, manage pipelines, and support relationship development.
<br>Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank’s capabilities and strategic goals.
<br>Possessing deep knowledge of commercial banking products and services, and how they apply to the unique needs of commercial clients.
<br>Designing and negotiating complex financial solutions that align with client needs and the bank’s risk and profitability standards.
<br>Systematically evaluate the likelihood and impact of risks and identify leading indicators to support informed decision-making and protect the client’s and bank’s interests.
<br><br>
Core Competencies
<br>All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
<br><br>
Physical Demands
<br>General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
<br><br>
Travel
<br>Occasional travel to include overnight stay.
<br><br>
Driving Requirements
<br>May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
<br><br>
COMPENSATION AND BENEFITS
<br>This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
<br>Please click here for a list of benefits for which this position is eligible.
<br><br>
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
<br><br>
<b>Job Posting Expiration Date:</b> 04/03/2026
<br><br>
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
<br>Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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#LI-Hybrid

Sr. Relationship Manager, Commercial

Scotiabank

<p></p><div><p><b>Requisition ID:</b> 249202</p><p><b>
Salary Range:</b> 155,000.00 - 185,000.00</p><p><i>
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience.</i></p><p></p><p><br>
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.</p><p></p><p><b><br>
Associate, US Software Equity Research, Global Banking &amp; Markets - San Francisco</b></p><p></p><p><br>
Scotiabank Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking business operating globally for over 100 years with a rapidly growing platform in the United States. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.</p><p></p><p><br>
Scotia Global Banking &amp; Markets is one of the largest and most prestigious banks in the world and provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of the bank&rsquo;s clients.</p><p></p><p><br>
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for Scotia&rsquo;s clients across industries! We work together to drive ambition for every future!</p><p><b><br>
Overview/Purpose:</b></p><p><br>
Contributes to the success of the Scotiabank US Research Department ensuring specific goals are delivered in support of the team&rsquo;s business objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.</p><p><b><br>
What You&rsquo;ll Do</b></p><p><br>
</p><ul><li>Support Global Banking &amp; Markets in the U.S. while also occasionally working with other Scotiabank counterparts.</li><li>
Assist Senior Analyst with day-to-day responsibilities including developing and forecasting software company and industry models, maintaining current up-to-date information for software companies and monitoring global technology developments.
</li><li>Review daily news services for relevant information that impacts the macro, software industry specific and company drivers.</li></ul><ul><li>
Gather and analyze data from various sources, including company filings (10K, 10Q), investor presentations, and third-party data providers.</li><li>
Interact with c-suite management of covered software companies to stay informed regarding events that may/will impact performance.</li><li>
Draft research reports which communicate views regarding company specific recommendations (buy, sell, hold). Work closely with Senior Analyst in the launch of new software company coverage as well as the development of new industry and thematic research reports.</li><li>
Partner with other technology sector colleagues and analysts on technology industry reports as well as client and corporate events.</li><li>
Travel within the United States and internationally to software industry events.</li><li>
Assist sales and trading personnel with communications to Scotiabank&rsquo;s technology investor clients.</li><li>
Facilitate company marketing efforts with technology industry and corporate contacts.</li><li>
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank&rsquo;s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.</li><li>
Champions high-performance and contributes to an inclusive work environment.</li></ul><p></p><p><b><br>
What You&rsquo;ll Bring</b></p><ul><li>
 A university degree is required, with a preference for business, economics, engineering, computer science/programming.</li><li>
1-7 years of relevant experience is preferred.</li><li>
Experience in finance, or at a software vendor, or within a technology ecosystem background is considered essential. Capital Markets experience, or knowledge of the technology market, would be an asset.</li><li>
Passing the FINRA Series 7, 63, 86 and 87 designations will be required as a function of the role.</li><li>
Strong accounting, financial modeling, and analytical skills will be required.</li><li>
Command of the Microsoft productivity suite, with a particular emphasis on Excel is required.</li><li>
Strong written and verbal communication skills.</li><li>
A MBA, CPA/CA designation or enrollment in/completion of the Chartered Financial Analyst (CFA) program is an asset.</li></ul><p></p><p><b><br>
Interested?</b></p><p>
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture.</p><p></p><p><b><br>
What's in it for you?</b></p><p>
Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.</p><p>
Location(s): United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : New York : New York City || United States : Texas : Austin || United States : Texas : Dallas || United States : Texas : Houston</p><p>
Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.</p><p>
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.<br>
<br>
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.</p></div>

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