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international tax analyst officer

State Street

<div><div>Who we are looking for</div><div>
We are seeking a detail-oriented and motivated US International Tax Analyst (Officer) to join our Corporate Tax team. Due to the role requirements this job needs to be performed primarily in the Boston office with some flex work opportunities available.</div><div></div><div>
Why this role is important to us</div><div>
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.</div><div></div><div>
What you will be responsible for</div><div>
International Tax Compliance &amp; Provision:</div><ul><li>
Prepare U.S. international tax compliance filings in OneSource Income Tax, including Forms 1118, 5471, 8858, and 8865, along with supporting workpapers, schedules, and reconciliations.</li><li>
Prepare international book‑to‑tax adjustments and calculations supporting U.S. foreign tax credit positions and other international tax attributes using advanced excel and Alteryx workflows.</li><li>
Assist in the preparation of U.S. international tax provision calculations under ASC 740, including data gathering, roll‑forwards, and supporting documentation.</li><li>
Compile, organize, and analyze financial and tax data received from foreign affiliates, regional finance teams, and external advisors.</li><li>
Research and analyze international tax law changes and regulations for review by senior team members.</li><li>
Collaborate with local controllers or tax professionals around the world to gather information for US tax purposes and ensure accurate reporting.</li><li>
Assist with other ad hoc international projects and planning.</li></ul><div></div><div>
Process Optimization &amp; Technology Enablement:</div><ul><li>
Identify opportunities to streamline and automate tax processes using AI tools and data analytics platforms like Alteryx.</li><li>
Contribute to building best-in-class tax processes by leveraging Microsoft Copilot and other intelligent automation tools.</li></ul><div></div><div>
Internal Controls &amp; Documentation:</div><ul><li>
Ensure compliance with SOX/internal control requirements for relevant tax processes.</li><li>
Maintain process documentation and support internal and external audit requests.</li></ul><div></div><div>
What we value</div><ul><li>
Working knowledge of corporate tax concepts with knowledge of or willingness to learn</li><li>
U.S. international tax principles, including Subpart F, Net CFC Tested Income (NCTI), previously taxed earnings and profits (PTEP), and foreign tax credit regimes.</li><li>
Excellent analytical, organizational, and communication skills.</li><li>
Demonstrated ability to manage, analyze, and interpret large and complex data sets to support tax reporting, planning, and decision‑making.</li><li>
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.</li></ul><div></div><div>
Education &amp; Preferred Qualifications</div><ul><li>
Bachelor&rsquo;s degree in Accounting, Finance, or related field (Master&rsquo;s in Taxation or CPA preferred).</li><li>
2&ndash;4 years of relevant experience in corporate tax or public accounting.</li><li>
Experience with tax software (e.g., OneSource,); familiarity with automation platforms (e.g. Alteryx ) and AI tools is a plus.</li></ul><div></div><div>
Are you the right candidate? Yes!</div><div>
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don&rsquo;t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.</div><div></div><div>
About State Street</div><div>
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we&rsquo;re making our mark on the financial services industry. For more than two centuries, we&rsquo;ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data &amp; analytics, investment research &amp; trading and investment management to institutional clients.</div><div></div><div>
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You&rsquo;ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.</div><div></div><div>
Inclusion, Diversity and Social Responsibility. We truly believe our employees&rsquo; diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.</div><div>
State Street is an equal opportunity and affirmative action employer.</div><div></div><div>
Discover more at StateStreet.com/careers</div><div></div><div>
Salary Range:</div>
$70,000 - $118,750 Annual<div></div><div>
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.</div><div></div><div><i>
Employees are eligible to participate in State Street&rsquo;s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.</i></div><div><i>
For a full overview, visit </i><div><i>https://hrportal.ehr.com/statestreet/Home</i></div><i>.</i></div><div></div><div>
About State Street</div><div></div><div>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</div><div></div><div>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</div><div></div><div>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</div><div></div><div>
Discover more information on jobs at <div>StateStreet.com/careers</div></div><div></div><div>
Read our <div>CEO Statement</div></div><div></div><div>
Job Application Disclosure:</div><div>
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</div></div>

International Tax Analyst (Officer)

<div><div>Who we are looking for</div><div>
We are seeking a detail-oriented and motivated US International Income Tax Lead (Vice President) to join our Corporate Tax team. Due to the role requirements this job needs to be performed primarily in the office with some flex work opportunities available.</div><div></div><div>
Why this role is important to us</div><div>
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.</div><div></div><div>
What you will be responsible for</div><div>
As <i>US International Income Tax Lead (Vice President)</i> you will be responsible for:</div><div>
International Tax Provision &amp; Compliance:</div><ul><li>
Provide review and oversight of the U.S. international tax filings, including Forms 1118, 5471, 8858, 8865, along with related supporting workpapers and schedules.</li><li>
Oversee the identification and analysis of international book‑to‑tax differences and review U.S. foreign tax credit computations and supporting documentation..</li><li>
Lead the preparation and review of international income tax provisions under ASC 740, ensuring technical accuracy, appropriate judgments, and timely reporting.</li><li>
Monitor, research, and interpret U.S. international tax legislative developments, assessing impacts and leading modeling and implementations as needed.</li><li>
Partner with local finance leaders, controllers, and external advisors globally to ensure accurate financial reporting, effective information gathering, and compliance with U.S. tax requirements.</li><li>
Support international tax planning initiatives and M&amp;A activity through diligence, modeling, transaction structuring, and post‑acquisition integration.</li><li>
Lead and support ad hoc international tax projects, providing strategic guidance and technical expertise to cross‑functional stakeholders.</li></ul><div></div><div>
Process Optimization &amp; Technology Enablement:</div><ul><li>
Identify opportunities to streamline and automate tax processes using AI tools and data analytics platforms.</li><li>
Contribute to building best-in-class tax processes by leveraging Microsoft Copilot and other intelligent automation tools.</li></ul><div></div><div>
Internal Controls &amp; Documentation:</div><ul><li>
Ensure compliance with SOX and internal control requirements across all U.S. international tax processes, including design, execution, and ongoing monitoring of key controls.</li><li>
Maintain and enhance international tax process documentation, and serve as a primary point of contact for internal and external auditors, supporting audits and control testing with clear, well supported analyses</li></ul><div></div><div>
What we value</div><ul><li>
Deep, practical knowledge of U.S. international tax principles, including Subpart F, Net CFC Tested Income (NCTI), previously taxed earnings and profits (PTEP), and foreign tax credit regimes.</li><li>
Strong analytical and problem‑solving capabilities, with the ability to synthesize complex information and communicate clearly with both technical and non‑technical stakeholders.</li><li>
Demonstrated ability to manage, analyze, and interpret large and complex data sets to support tax reporting, planning, and decision‑making.</li><li>
Proven success managing multiple priorities in a fast‑paced environment while developing, mentoring, and reviewing the work of junior team members.</li></ul><div></div><div>
Education &amp; Preferred Qualifications</div><ul><li>
Bachelor&rsquo;s degree in Accounting, Finance, or related field (Master&rsquo;s degree in Taxation preferred)</li><li>
Certified Public Accountant preferred</li><li>
10-12 years of relevant experience in tax, accounting or finance.</li><li>
Deep knowledge of U.S. Federal and International tax laws and ASC 740 is a plus.</li><li>
Experience with tax software (e.g., OneSource,); familiarity with automation platforms (e.g. Alteryx, Power BI ) and AI tools.</li></ul><div></div><div>
Are you the right candidate? Yes!</div><div>
We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don&rsquo;t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.</div><div></div><div>
About State Street</div><div>
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we&rsquo;re making our mark on the financial services industry. For more than two centuries, we&rsquo;ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data &amp; analytics, investment research &amp; trading and investment management to institutional clients.</div><div></div><div>
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You&rsquo;ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.</div><div></div><div>
Inclusion, Diversity and Social Responsibility. We truly believe our employees&rsquo; diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.</div><div>
State Street is an equal opportunity and affirmative action employer.</div><div></div><div>
Discover more at StateStreet.com/careers</div><div></div><div>
Salary Range:</div>
$120,000 - $202,500 Annual<div></div><div>
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.</div><div></div><div><i>
Employees are eligible to participate in State Street&rsquo;s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.</i></div><div><i>
For a full overview, visit </i><div><i>https://hrportal.ehr.com/statestreet/Home</i></div><i>.</i></div><div></div><div>
About State Street</div><div></div><div>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</div><div></div><div>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</div><div></div><div>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</div><div></div><div>
Discover more information on jobs at <div>StateStreet.com/careers</div></div><div></div><div>
Read our <div>CEO Statement</div></div><div></div><div>
Job Application Disclosure:</div><div>
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</div></div>

US International Income Tax Lead, VP

CIBC

<div><div>We&rsquo;re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what&rsquo;s right for our clients.</div><div></div><div>
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.</div><div></div><div>
To learn more about CIBC, please visit <div>CIBC.com</div></div><div></div><div>
What You&rsquo;ll Be Doing</div><div>
The Sr. Analyst, Fund Administration will be responsible for the review of fund valuations, capital activity, pricing, audit support, and tax compliance for our sponsored funds. The employee will provide investor relationship support, assist with the all internal and external audits, and support the fund&rsquo;s annual tax responsibilities. The analyst will resolve any issues and identify and implement controls. The analyst will participate in various ad hoc assignments including new projects.</div><div></div><div><i>
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.</i></div><div></div><div>
How You&rsquo;ll Succeed</div><ul><li><div>
Assist in the management of all procedures and controls within the Operations team</div></li><li><div>
Resolve issues and implement controls</div></li><li><div>
Train/mentor junior analysts</div></li><li><div>
Subject Matter expert on fund administration and operational functions for the firm</div></li><li><div>
Review quarterly and monthly valuations for our Sponsored Funds</div></li><li><div>
Coordinate and review all audit and tax reports</div></li><li><div>
Review annual investor K-1s and fund returns</div></li><li><div>
Assist in the review of subscription agreements and redemption requests</div></li><li><div>
Assist in the oversight over the Sponsored Funds key vendors</div></li><li><div>
Process capital and pricing updates on alternative asset investments</div></li></ul><div></div><div>
Who You Are</div><ul><li><div>
You have a bachelor&rsquo;s degree with a focus on Accounting, Finance, Economics, or Business.</div></li><li><div>
You bring 5 &ndash; 7 years of Fund Administration, Tax Accounting, or Audit and Accounting experience of hedge or private equity funds.</div></li><li><div>
You must exhibit proficiency in Microsoft Excel.</div></li><li><div>
You must be proficient in computer literacy.</div></li><li><div>
You have experience with Hedge Funds and Private Equity Funds.</div></li><li><div>
You have expanded knowledge of alternative investments, security analysis and industry related expertise.</div></li><li><div>
You possess strong verbal, written and interpersonal skills.</div></li><li><div>
You show exceptional analytical and organizational skills.</div></li><li><div>
You promote attention to detail and the ability to work in a team environment, with a positive and professional attitude.</div></li><li><div>
You have the ability to work in a fast-paced environment and to effectively multi-task.</div></li><li><div>
You possess prior experience with investor relations.</div></li></ul><div></div><div><i>
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of</i> $85 - $125K <i>for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee&rsquo;s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.</i></div><div></div><div><i>
This position does not offer visa sponsorship</i></div><div></div><div>
#LI-TA</div><div><div><br>
California residents &mdash; your privacy rights regarding your actual or prospective employment</div></div><div></div><div>
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.</div><div></div><div>
What you need to know</div><ul><li><div>
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact <div>Mailbox.careers-carrieres@cibc.com</div></div></li><li><div>
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.</div></li><li><div>
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.</div></li></ul><div></div><div>
Expected End Date</div>
2026-06-30<div></div><div>
Job Location</div>
MA-100 Federal Street, 37M Fl<div></div><div>
Employment Type</div>
Regular<div></div><div>
Weekly Hours</div>
40<div>
Skills</div>
Analytical Thinking, Business Operations, Customer Service, Operations Management, Operations Support, Prioritization, Process Improvements, Technical Knowledge</div>

Sr. Analyst, Fund Administration

Commonwealth of Massachusetts

<div></div><div><div><div><b>Co-op/Intern Job Description</b></div><div><b>
Agency Overview</b></div><div>
The Department of Revenue's core mission is to collect the revenues required to support the business of the Commonwealth, to make a difference in the lives of children by enforcing the financial responsibilities of parenthood, and to assist Massachusetts cities and towns in sound and efficient fiscal management. Our vision is to conduct our operations in a manner that inspires public confidence in government by administering and enforcing tax, child support and municipal finance laws in ways that are innovative, customer-focused, and transparent</div><div></div><div><b><br>
Bureau/Division Overview</b></div><div>
The Criminal Investigations Bureau (CIB) is comprised of experienced investigators, attorneys, and support personnel that investigate violations of the Commonwealth&rsquo;s tax laws. On tobacco-related investigations, the CIB works closely with the Illegal Tobacco Task Force and with civil tobacco inspectors from the Department&rsquo;s Miscellaneous Excise Bureau. The mission of CIB is to preserve the integrity of the Commonwealth&rsquo;s tax system by investigating and seeking prosecution of tax-related crimes that will generate the maximum deterrent effect, enhance voluntary compliance, and promote public confidence in the tax system.</div><div></div><div><b><br>
Position Summary</b></div><div>
The Department seeks an Investigative Intern for its Criminal Investigations Bureau. The intern will assist Tax Fraud Investigators and other CIB personnel with investigations. This is a great opportunity to obtain hands-on investigative experience while also learning various facets of state tax law including, but not limited to: tax evasion, money laundering, and tobacco smuggling. The chance to assist with tobacco inspections in the field is also a possibility based on experience, interest, and availability. The Bureau works in a hybrid model (part remote and part in-office in Boston).</div><div></div><div><b><br>
Core Responsibilities</b></div><ul><li> Performing investigative research.</li><li> Reviewing surveillance video.</li><li> Conducting data analysis of financial records.</li><li> Preparing reports of investigation or assisting with the drafting of affidavits.</li><li> Observing legal proceedings for criminal or civil cases.</li><li> Assisting in the inspection of tobacco licensees.</li></ul><div></div><div><b><br>
Preferred Qualification</b></div><ul><li> Interest in intelligence analysis and criminal or financial investigations.</li><li>The ability to prioritize, adapt, and respond to a wide range of investigative assignments.</li></ul><div></div><div><i><br>
An external candidate recommended for a position with the Department of Revenue will be subject to a background check that includes checks for: state and federal tax compliance; child support compliance; education verification; Massachusetts CORI checks; criminal background checks in state(s) of current and previous residence/employment; validation of eligibility to work in the United States; and national fingerprint-based criminal background checks.</i></div><div><br>
</div></div><div><b>
Qualifications</b><div></div><div><b><br>
First consideration will be given to those applicants that apply within the first 14 days.</b></div><div></div><div><br>
Please see Preferred Qualifications.</div><div></div><p><b><br>
Comprehensive Benefits</b></p><p>
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.</p><p>
Want the specifics? Explore our Employee Benefits and Rewards!</p><div></div><div><b><br>
An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.</b></div><div></div><div><br>
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.</div><div><br>
</div></div><div><b>
Official Title</b><b>:</b> Contracted Student Interns</div><div><b>
Primary Location</b><b>:</b> United States-Massachusetts-Boston-100 Cambridge Street</div><div><b>
Job</b><b>:</b> Accounting and Finance</div><div><b>
Agency</b><b>:</b> Department of Revenue</div><div><b>
Schedule</b><b>:</b> Full-time</div><div><b>
Shift</b><b>:</b> Day</div><div><b>
Job Posting</b><b>:</b> Mar 19, 2026, 12:23:36 PM</div><div><b>
Number of Openings</b><b>:</b> 1</div><div><b>
Salary</b><b>:</b> 17.00 - 35.00 Hourly</div><div><b>
If you have Diversity, Affirmative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator</b><b>:</b> Gabriella Knight - 8572861554</div><div><b>
Bargaining Unit</b><b>:</b> Non</div><div><b>
Confidential</b><b>:</b> No</div><div><b>
Potentially Eligible for a Hybrid Work Schedule</b><b>:</b> Yes</div></div>

Summer Intern - Criminal Investigations Bureau

Lead Advisor

<div>
 <p>
  Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm in Boston.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Our client provides financial planning, investment management, banking and comprehensive advice to a wide range of ultra-high net worth clients, as well as family offices, foundations and endowments and is one of the largest RIAs in the country.
 </p>
 <p>
  <br/>
 </p>
 <p>
  In the this role you will have direct client contact, playing a critical role impacting the financial success of the firm's sophisticated clients. You will build deep relationships across the financial industry while orchestrating a seamless client experience. Your expertise will be vital in managing the complex and sensitive onboarding of new client relationships, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity.
 </p>
 <p>
  <strong>
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   YOU WILL
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Leverage your interpersonal skills to contribute to a successful and growing business
  </li>
  <li>
   Act as key point of contact for ultra-high net worth clients while working closely with firm advisors and teammates to ensure an exceptional client experience.
  </li>
  <li>
   Introduce clients to the firm's offerings including client reporting, digital capabilities and banking services
  </li>
  <li>
   Oversee asset movements, portfolio implementations and leverage your understanding of estate planning and tax concepts
  </li>
  <li>
   Execute, process and reconcile trading and other investment related transactions
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   <strong>
    Skills &amp; Experience
   </strong>
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Bachelor's Degree Required
  </li>
  <li>
   Commitment to excellence and a high level of integrity
  </li>
  <li>
   Self-motivated and able to work in an autonomous, yet highly collaborative environment
  </li>
  <li>
   Meticulous attention to detail is a must
  </li>
  <li>
   Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
  </li>
  <li>
   Ability to work in a fast-paced environment and think clearly under pressure
  </li>
  <li>
   Strong interest in client service
  </li>
  <li>
   1-3 years experience in client service and/or the financial industry is preferred.
  </li>
  <li>
   Employees are required to be fully licensed investment advisors with an active Series 65; or
  </li>
 </ul>
 <p>
  SIE, Series 7 and 63; or an active Professional Designation: Certified Financial Planner (CFP&reg;), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Investment Consultant (CIC) or Personal Financial Specialist (PFS).
 </p>
 <p>
 </p>
</div>


Private Wealth Analyst

Ryder System

<div><p><i>Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) .</i></p>
<p><b>Job Description</b> :</p>
<p><b>Description</b></p>
<p>The Billing Analyst analyzes large amounts of data, identifies root causes, and provides value added recommendations to management. He/she will be a pricing, rating, and special billing process workflow subject matter expert which includes training, testing IT enhancements and communicating system issues and changes. He/she will be expected to present to clients and all levels of management.</p>
<p><b>Summary</b></p>
<p>The Billing Analyst's main responsibility will be to support all aspects of the Ryder Last Mile billing functions with a focus on pricing, dedicated billing, and special processes. The Analyst will be involved heavily in report generation and IT testing in an effort to improve and enhance billing processes.</p>
<p><b>Essential Functions</b></p>
<ul><li>Analyzes customers' billing processes to discuss key aspects of financials in order to recommend key aspects of financial improvements, including reducing costs and maximizing profitability.</li>
<li>Researches and resolves billing discrepancies and recommends process improvements.</li>
<li>Generates KPI (Key Performance Indicators) and other statistical data for customers.</li>
<li>Analyzes the various revenue buckets that are billed to customers on a weekly basis, including revenue and commodity code analysis. Confirms all contractual rates and quantities are accurate in invoicing system</li>
<li>Conducts research and compiles data in order to prepare customized reports.</li>
<li>Ad Hoc requests and special projects as necessary.</li>
<li>Conducts audits of route details which directly correlate to the customers' invoice.</li>
<li>Entry of revenue and expense rating into billing and rating system</li>
</ul><p><b>Additional Responsibilities</b></p>
<ul><li>Performs other duties as assigned.</li>
</ul><p><b>Qualifications</b></p>
<ul><li>H.S. Diploma/GED - Required</li>
<li>Bachelor's Degree in related field - Preferred</li>
<li>Intermediate to Expert Microsoft Excel and other Microsoft programs Intermediate, Required</li>
<li>Adobe or equivalent electronic data management programs Intermediate, Required</li>
</ul><p><b>Job Category:</b> Credit &amp; Collections</p>
<p><b>Compensation Information</b> :</p>
<p>The compensation offered to a candidate may be influenced by a variety of factors, including the candidate&rsquo;s relevant experience; education, including relevant degrees or certifications; work location; market data/ranges; internal equity; internal salary ranges; etc. The position may also be eligible to receive an annual bonus, commission, and/or long-term incentive plan based on the level and/or type. Compensation ranges for the position are below:</p>
<p><b>Pay Type</b> :</p>
<p>Hourly</p>
<p>Minimum Pay Range:</p>
<p>$25.64</p>
<p>Maximum Pay Range:</p>
<p>$31.84</p>
<p><b>Benefits Information</b> :</p>
<p><b>For all Full-time positions only</b> : Ryder offers comprehensive health and welfare benefits, to include medical, prescription, dental, vision, life insurance and disability insurance options, as well as paid time off for vacation, illness, bereavement, family and parental leave, and a tax-advantaged 401(k) retirement savings plan.</p>
<p>For more information about benefits, click here (https://ryder.icims.com/icims2/servlet/icims2?module=AppInert&amp;action=download&amp;id=4022345&amp;hashed=256118533) to download the comprehensive benefits summary.</p>
<p>Ryder is proud to be an Equal Opportunity Employer and Drug Free workplace.</p>
<p>All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with disability.</p>
<p><b>Important Note</b> <b>:</b></p>
<p>Some positions require additional screening that may include employment and education verification; motor vehicle records check and a road test; and/or badging or background requirements of the customer to which you are assigned.</p>
<p>Security Notice for Applicants:</p>
<p>Ryder will only communicate with an applicant directly from a [@ryder.com] email address and will never conduct an interview online through a chat type forum, messaging app (such as WhatsApp or Telegram), or via an online questionnaire. During an interview, Ryder will never ask for any form of payment or banking details and will never solicit personal information outside of the formal submitted application through www.ryder.com/careers .</p>
<p>Should you have any questions regarding the application process or to verify the legitimacy of an interview or Ryder representative, please contact Ryder at careers@ryder.com .</p>
<p><b>Current Employees</b> <b>:</b></p>
<p>If you are a current employee at Ryder, please click here (http://wd5.myworkday.com/ryder/d/task/1422$3.htmld) to log in to Workday to apply using the internal application process.</p>
<p><i>Job Seekers can review the Job Applicant Privacy Policy by clicking here (http://ryder.com/job-applicant-privacy-policy) .</i></p>
<p>\#wd</p></div><p></p>

Billing Coordinator V - REMOTE

<div><div>Who we are looking for</div><div>
Project Manager/Lead Business Analyst for the Portfolio Solutions &amp; Currency Management businesses in State Street Global Markets. The Portfolio Solutions business includes Transition Management &amp; Outsourced Trading functions across Equity Fixed Income, Futures, Options and Derivatives asset classes. The Currency Management business is for managing Currency Exposure on behalf of clients. This is a user/client facing role with desire to work in a collaborative, team-driven environment on business demand analysis and solution design with IT development team from brainstorming, prototyping, development, testing and implementation to production.</div><div>
This role requires solid financial knowledge in the buy side &amp; sell side trading workflows across multiple asset classes along with strong analytical and interpersonal skills, and good time management.</div><div>
This role is based in Boston, MA, USA and will work with State Street business users from all regions</div><div></div><div>
What you will be responsible for</div><div>
As a Business Systems Analyst, you will</div><ul><li>
Work with internal business users and external clients to gather and understand user demands</li><li>
Analyze and explore business workflow and possible business scenarios; review and evaluate existing business model and future process or solution</li><li>
Accomplish BA relevant artifacts (e.g. functional specification, user stories, wireframe model/data mapping, user guide) to accurately capture user and system requirements</li><li>
Identify, solve or escalate potential issues and risks during development life cycles</li><li>
Collaborate with other roles/teams to deliver consistent and timely results with high quality</li><li>
Establish and maintain strong network relationships with internal/external counterparties</li><li>
Organize and drive meetings. Participate in agile development team as the Product Owner/Business Analyst role</li><li>
Work closely with on-shore and off-shore team members. This includes other program/ project managers, business analysts, developers and QA personnel</li><li>
Liaise with key stakeholders in the Portfolio Solutions (PS) Trading, PS Operations, PS Compliance, Currency Management as well as Risk &amp; Regulatory reporting. Coordinate tasks, requirements and deliverables with other SSGM groups</li></ul><div>
What we value</div><ul><li>
The ability to effectively work and communicate across the global organization including Business Sponsors, Project Managers, Business Analysts, onshore/offshore Development and QA teams located globally.</li><li>
Strong critical thinking, problem solving, and decision-making skills</li><li>
Strong interpersonal communication, collaboration, facilitation, and presentation skills</li><li>
Demonstrated experience working in an environment managing multiple, concurrent deliverables with shifting priorities, demands, and timelines</li></ul><div></div><div>
Education &amp; Preferred Qualifications</div><ul><li>
Bachelor&rsquo;s degree</li><li>
12+ years experience in Financial Services. Specifically in Investment &amp; Trading systems.</li><li>
7+ years managing highly technical teams and projects</li><li>
Successful track record of delivering projects and programs using lightweight or agile approaches.</li><li>
10+ years financial services / technology industry experience</li><li>
Proven experience working with OMS applications; Fidessa ASP preferred</li><li>
Strong knowledge and demonstrated use of testing methodologies and tools</li><li>
Excellent verbal and written communication skills</li><li>
Demonstrated strength in initiative-taking, leadership and influencing skills</li><li>
Ability to analyze large volume of complex data quickly, identify key risks and drive them to closure</li><li>
Ability to adapt quickly in a fast&ndash;growing and changing environment</li><li>
Experience front-office, middle-office and back-office workflows demonstrating knowledge of the full lifecycle of a trade.</li><li>
Thorough understanding of the software development lifecycle for iterative, agile, and traditional approaches. Experience with JIRA a strong plus.</li><li>
Strong background in Requirements Gathering and Use Case development. Ability to translate business requirements into a technical solution</li><li>
Profound knowledge of financial products.</li><li>
Team player, detail oriented and self-motivated to drive work to proceed with minimal supervision</li><li>
Multiple tasking ability. Good time organizational skills to manage project priorities</li><li>
Enthusiasm in work with good self-learning ability</li><li>
Good tech skills; database tools/SQL</li></ul><div></div><div>
Salary Range:</div>
$110,000 - $188,750 Annual<div></div><div>
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.</div><div></div><div><i>
Employees are eligible to participate in State Street&rsquo;s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.</i></div><div><i>
For a full overview, visit </i><div><i>https://hrportal.ehr.com/statestreet/Home</i></div><i>.</i></div><div></div><div>
About State Street</div><div></div><div>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</div><div></div><div>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</div><div></div><div>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</div><div></div><div>
Discover more information on jobs at <div>StateStreet.com/careers</div></div><div></div><div>
Read our <div>CEO Statement</div></div><div></div><div>
Job Application Disclosure:</div><div>
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</div></div>

Lead Business Analyst- Capital Markets Technology, VP

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