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Morgan Stanley

<div>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
Responsibilities:
<ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul>Knowledge and Skills Required:
<ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $105,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

BlackRock

<div>
 
 About This Role
 
 
 
 BlackRock is one of the world&rsquo;s preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and individual investors around the world. BlackRock&rsquo;s mission is to create a better financial future for our clients. We have a responsibility to be the voice of the investor, and we represent each client fairly and equally. Constant communication with a diverse team of partners strengthens us and delivers better results for our clients. Continuous innovation helps us bring the best of BlackRock to our clients. BlackRock offers a range of solutions &mdash; from rigorous fundamental and quantitative active management approaches aimed at maximizing outperformance to highly efficient indexing strategies designed to gain broad exposure to the world&rsquo;s capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares&reg; ETFs.
 
 
 The Emerging Market Debt Team within BlackRock&rsquo;s Global Fixed Income platform is seeking a Junior Portfolio Manager to oversee portfolio construction, risk budgeting and consistency across EM Crossover and dedicated strategies. These portfolios invest across the spectrum of hard currency, local currency and corporate credit and use of derivatives to meet the investment objectives. Clients include pension funds, corporate treasury departments and retail investors, with portfolio types spanning separate accounts, mutual funds and ETFs. The disparate nature of the client base results in portfolios with varying alpha targets and opportunity sets. The PM will be responsible for portfolio construction for this group of portfolios and strategies, customizing trade targets based on client objectives, guidelines and team views and implementing investment process enhancements through coding and automation.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Develop a deep understanding of client specific guidelines and objectives and customize portfolio construction accordingly.
 </li>
 <li>
 Assist with day-to-day portfolio management activities including raising orders, target changes, compliance management, cash management and derivative lifecycle.
 </li>
 <li>
 Leverage technical skills to make continual improvements to the investment process, increasing efficiency and reducing operational risk.
 </li>
 <li>
 Automate processes to speed implementation of risk, decrease dispersion of PnL outcomes and detect risk deviations
 </li>
 <li>
 Utilizing centralized investment support functions to assist the EM Portfolio Management Team
 </li>
 <li>
 Contributing to full lifecycle of the investment process, including idea generation, trade implementation, risk management and attribution
 </li>
 <li>
 Support the development of new scalable and automated processes in partnership with software developers
 </li>
 <li>
 Develop expertise across Aladdin applications (Explore, Portfolio Construction, Portfolio Monitor, Portfolio Risk Tools, etc.) and Bloomberg
 </li>
 <li>
 Work with trading, legal and operational partners to implement portfolios as needed
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 3/4+ years of experience in a fixed income portfolio management, risk management or analytics role. Experience in Fixed Income Emerging Markets and/or degree in technical field is a plus
 </li>
 <li>
 Strong technical, data analysis skills and coding using programming languages, including VBA, R, and Python, and handling large datasets to create automated and algorithmic portfolio construction solutions
 </li>
 <li>
 Command of fixed income analytical concepts (duration, convexity, measures of carry, tracking error, scenario analysis, etc.) and instrument types (bonds, futures, swaps, securitized products, FX, etc.)
 </li>
 <li>
 Understanding of macroeconomics and monetary policy, and their impacts on fixed income markets
 </li>
 <li>
 Effective communication skills
 
 
 </li>
 </ul>
 For New York, NY Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
 
 
 
 Our Benefits
 
 
 
 To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
 
 
 
 Our hybrid work model
 
 
 
 BlackRock&rsquo;s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person &ndash; aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
 
 
 
 About BlackRock
 
 
 
 At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children&rsquo;s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
 
 
 This mission would not be possible without our smartest investment &ndash; the one we make in our employees. It&rsquo;s why we&rsquo;re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
 
 
 For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
 
 
 BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.
 
 View the
 
 
 EEOC&rsquo;s Know Your Rights poster and its supplement
 
 
 and the
 
 
 pay transparency statement.
 
 
 
 BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our
 
 privacy policy
 
 .
 
 
 BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
</div>

Junior Portfolio Manager, Emerging Markets - Global Fixed Income, Associate

Lyft

<div>At Lyft, our purpose is to serve and connect. We aim to achieve this by cultivating a work environment where all team members belong and have the opportunity to thrive.

Lyft is hiring an experienced, talented and energetic Senior Manager, Global Equity Programs to support Lyft's global equity function. This role will support execution, rapid international expansion, management of increasing transaction volume, and building critical infrastructure for our global equity programs. The successful candidate will play a key role in driving the long term strategy and rolling out world class equity programs developed for precision and ease of execution. You will partner cross functionally on the design and delivery of ongoing programs, including compliance, tax, mobility, and employee education. The successful candidate will be an entrepreneurial and resourceful self-starter, comfortable working in a fast-paced and dynamic environment and excellent at building strong relationships. You will report to the Director, Global Equity Programs in our Legal organization.
<h2 class="jobSectionHeader">
Responsibilities:</h2>
<ul><li>Support administration ofLyft's global equity programs including processing all awards, grants, exercises, cancellations and the issuance of all new grants in the US and in foreign jurisdictions, including managing RSUs, PSUs, ESPP, capital markets transactions and other equity programs.</li>
<li>Continue to drive system automation on the Schwab Equiview platform across Workday and ADP.</li>
<li>Develop and deliver world class employee education programs for new and continuing employees with a focus on mechanics and overall financial wellness.</li>
<li>Support all aspects of SOX compliance and continuously work to build efficiencies around execution and documentation of key controls.</li>
<li>Engage with senior leadership from the legal, finance, and people organizations to design future equity programs and policies and continue to tailor existing ones to the changing needs of our workforce.</li>
<li>Coordinate closely with the payroll team to ensure proper withholding of tax from equity proceeds.</li>
<li>Provide a high level of customer service in responding to inquiries from current and former employees as well as investors.</li>
<li>Define domestic and international integration strategies (deal specific) for equity, support M&amp;A equity integration process for our team and work with the team to execute on integration strategies.</li>
<li>Ensure that the structure of equity plans and awards are appropriate for international jurisdictions through liaising with legal and tax teams.</li>
<li>Assist with D&amp;O Questionnaires and Proxy disclosure regarding director and executive officer stock ownership.</li>
<li>Support the 10b5-1 program for executives and insiders across two brokers.</li>
<li>Support the timely filing of Section 16 reports (Forms 3, 4 and 5) with the SEC.</li>
</ul><h2 class="jobSectionHeader">Experience:</h2>
<ul><li>You are a senior level contributor with 7+ years of experience in stock plan administration, including with public companies on a global scale.</li>
<li>You have experience effectively partnering with Total Rewards teams, with international equity plans (including M&amp;A equity integration), and supporting Compensation Committee processes.</li>
<li>You operate like an owner. You are self-motivated, reliable, flexible, and can drive progress under tight deadlines.</li>
<li>You have exceptional analytical and conceptual thinking skills, have a strong track record of achievement and have a strong tendency toward cross-functional relationship building and a bias toward action.</li>
<li>You can distill complex concepts into simple, easy to understand communications.</li>
<li>You're comfortable interacting with colleagues at all levels and communicating effectively and efficiently.</li>
<li>You have a strong disposition toward empathy and create an environment where all participants feel supported.</li>
<li>You are capable of identifying and resolving issues before they surface.</li>
<li>CEP certification is preferred. Very strong Excel skills are required. Knowledge of Workday, ADP, and the Schwab Equiview platform is a huge plus.</li>
<li>Deep knowledge of equity accounting and operating in international jurisdictions.</li>
<li>You have a strong desire to learn and teach, constantly seeking opportunities to develop team members, and be developed by team members.</li>
<li>Sense of humor, positive attitude, low ego, and a willingness to dive into new areas.</li>
</ul>
<div></div><h2 class="jobSectionHeader">Benefits: 
</h2>
<ul><li>Great medical, dental, and vision insurance options with additional programs available when enrolled</li>
<li>Mental health benefits</li>
<li>Family building benefits</li>
<li>Child care and pet benefits</li>
<li>401(k) plan with company match to help save for your future</li>
<li>In addition to 12 observed holidays, salaried team members have discretionary paid time off, hourly team members have 15 days paid time off</li>
<li>18 weeks of paid parental leave. Biological, adoptive, and foster parents are all eligible</li>
<li>Subsidized commuter benefits</li>
<li>Monthly Lyft credits and complimentary Lyft Pink membership</li>
</ul>
Lyft is an equal opportunity employer committed to an inclusive workplace that fosters belonging. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, age, genetic information, or any other basis prohibited by law. We also consider qualified applicants with criminal histories consistent with applicable federal, state and local law.

Lyft highly values having employees working in-office to foster a collaborative work environment and company culture. This role will be in-office on a hybrid schedule &mdash; Team Members will be expected to work in the office 3 days per week on Mondays, Wednesdays, and Thursdays. Lyft considers working in the office at least 3 days per week to be an essential function of this hybrid role. Your recruiter can share more information about the various in-office perks Lyft offers. Additionally, hybrid roles have the flexibility to work from anywhere for up to 4 weeks per year. #Hybrid

The expected base pay range for this position in the New York City area is $132,000 - $165,000, not inclusive of potential equity offering, bonus or benefits. Salary ranges are dependent on a variety of factors, including qualifications, experience and geographic location. Your recruiter can share more information about the salary range specific to your working location and other factors during the hiring process.</div>

Senior Manager, Global Equity Programs

Talent Edge Recruiting

<div>
 
 
 Construction Project Manager
 
 
 
 📍
 
 Onsite | New York
 
 
 
 💰
 
 $100K&ndash;$110K Base + Quarterly Bonuses + Generous Benefits
 
 
 
 
 
 
 A growing
 
 residential property management and investment firm
 
 is seeking a
 
 Construction Project Manager/Manager of Capital Projects
 
 to oversee capital improvements across a large
 
 multifamily real estate portfolio in NYC
 
 . This role will lead high-value building upgrades, manage vendors and contractors, and collaborate with senior leadership and investment partners to ensure projects are delivered
 
 on time and within budget
 
 .
 
 
 
 
 
 This position is ideal for someone who enjoys
 
 balancing strategic planning with hands-on project execution
 
 and has experience managing
 
 multi-million-dollar residential capital projects
 
 .
 
 
 
 
 
 🏢 About the Portfolio
 
 <ul>
 <li>
 
 425 unique properties / 2,300 residential units across #pleasenoNYC
 
 </li>
 <li>
 Primarily
 
 townhomes in Brooklyn and Queens
 
 </li>
 <li>
 Most buildings are
 
 100+ years old but extensively rehabilitated
 
 </li>
 <li>
 Average property contains
 
 4&ndash;5 units
 
 </li>
 </ul>
 
 🔧 Key Responsibilities
 
 <ul>
 <li>
 Manage
 
 large capital expenditure projects
 
 across a multifamily real estate portfolio
 </li>
 <li>
 Lead
 
 end-to-end execution of major building upgrades
 
 such as HVAC, roofing, and structural improvements
 </li>
 <li>
 Oversee
 
 construction projects from planning through completion
 
 </li>
 <li>
 Coordinate with
 
 vendors, contractors, capital partners, and internal teams
 
 </li>
 <li>
 Ensure projects are delivered
 
 on time, within budget, and compliant with regulations
 
 </li>
 <li>
 Track
 
 contracts, budgets, and cost variances
 
 between estimated and actual expenses
 </li>
 <li>
 Provide
 
 clear reporting and project updates
 
 to executive leadership and investor partners
 </li>
 <li>
 Balance
 
 strategic planning (budgeting and forecasting)
 
 with
 
 tactical execution and vendor management
 
 </li>
 <li>
 Utilize platforms such as
 
 Yardi, Monday.com, and other property management systems
 
 for project tracking and reporting
 </li>
 </ul>
 
 
 
 
 ✅ What We&rsquo;re Looking For
 
 <ul>
 <li>
 
 5+ years of progressive experience
 
 in capital improvements, construction project management, or capital planning
 </li>
 <li>
 Experience managing
 
 high-value, multi-million-dollar projects
 
 </li>
 <li>
 
 Residential real estate experience required
 
 </li>
 <li>
 
 NYC experience strongly preferred
 
 , particularly
 
 Brooklyn
 
 </li>
 <li>
 Strong ability to
 
 manage vendors, contractors, and project timelines
 
 </li>
 <li>
 Comfortable presenting updates to
 
 senior leadership and investor groups
 
 </li>
 <li>
 
 Highly organized, strategic, and tech-savvy
 
 </li>
 <li>
 Experience with
 
 Yardi or other property management systems strongly preferred
 
 </li>
 <li>
 Backgrounds may include:
 
 Capital Projects Manager, Construction Project Manager, Capital Planning Manager, Maintenance Manager, or Facilities Leader
 
 </li>
 </ul>
 
 
 **********
 
 LOCAL CANDIDATES ONLY ************
 
 
 
 
 
 Please Note: This position is open to candidates who are authorized to work in the United States without the need for current or future visa sponsorship. We are not able to consider C2C arrangements or third-party submissions.
 
 
 
 
</div>

Construction Project Manager

SS&C

<div><div>As a leading financial services and healthcare technology company based on revenue, SS&amp;C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&amp;C for expertise, scale, and technology.</div><div></div><div>
Job Description</div><div></div><div>
Senior Director, Private Markets</div><div></div><div><div>
Locations: New York | Boston, MA | Hybrid</div><div></div><div>
Get To Know The Team:</div><div></div><div>
Senior Directors lead teams responsible for transaction processing, proper application of accounting principles to complex transactions, and financial reporting, for private equity fund clients.</div><div></div><div>
Why You Will Love It Here!</div><ul><li>
Flexibility: Hybrid Work Model &amp; a Business Casual Dress Code, including jeans</li><li>
Your Future: 401k Matching Program, Professional Development Reimbursement</li><li>
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays</li><li>
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave</li><li>
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees</li><li>
Training: Hands-On, Team-Customized, including SS&amp;C University</li><li>
Extra Perks: Discounts on fitness clubs, travel and more!</li></ul><div></div><div>
What You Will Get To Do:</div><ul><li>
Manage multiple fund relationships, including scheduling and meeting all client deliverables</li><li>
Maintain/manage client expectations and coordinate deliverables timelines with staff</li><li>
Demonstrate strong knowledge of accounting, specifically with respect to alternative investment funds, with a focus on BDCs / REITs</li><li>
Participate in new business discussions with prospects and existing clients</li><li>
Prepare and maintain goals and career development plans for all direct reports</li><li>
Prepare semiannual performance appraisals and discussions for all direct reports</li><li>
Provide guidance and direction to staff on all technical and client-service-related topics</li><li>
Review fund governing documents, offering documents, subscription documents, side letters, and investment management agreements, in order to ensure proper application of fund terms</li><li>
Review all transaction documentation and supporting files, and understand the features of the investment transactions, accruals, etc.</li><li>
Review work paper files for accuracy and completeness, including capital activity, investment activity, income and expense accruals, valuation adjustments, etc.</li><li>
Review management fee calculations, management fee waiver contributions, etc.</li><li>
Review investor allocations and capital account statements</li><li>
Review capital call and distribution calculations, sources/uses of cash, allocations, and investor notices</li><li>
Create, maintain, and/or review distribution waterfall (carried interest) models, in keeping with the applicable fund terms</li><li>
Prepare and/or review financial statements for BDC's/REITS/3c7s, notes disclosures, and supporting schedules</li><li>
Develop/maintain robust review procedures around deliverables</li><li>
Manage the year-end audit process, in collaboration with the client and auditors</li></ul><div></div><div>
What You Will Bring:</div><ul><li>
Bachelor&rsquo;s degree in Accounting or related field</li><li>
15+ years&rsquo; experience in accounting, with a focus on alternative investments funds &ndash; BDC / registered fund experience a plus</li><li>
CPA designation a plus</li><li>
5+ years&rsquo; experience supervising twenty or more professional staff</li><li>
Directly responsible for hiring and termination decisions as well as providing continuous performance feedback to staff</li><li>
Hands-on management style with strong leadership skills and ability to develop staff</li><li>
Demonstrated project management skills with the ability to multi-task</li><li>
Excellent interpersonal and communication skills</li><li>
Proficiency in Microsoft Office suite, with advanced Excel skills</li><li>
Geneva experience a plus</li><li>
Team player</li></ul><div></div><div>
Thank you for your interest in SS&amp;C! To further explore this opportunity, please apply through our careers page on the corporate website at <div>www.ssctech.com/careers</div>.</div><div>
#LI-Hybrid</div><div>
#LI-AK1</div></div><div></div><div>
Unless explicitly requested or approached by SS&amp;C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.</div>
SS&amp;C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.<div>
SS&amp;C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.</div><div></div>
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.<div></div>
NY: Salary range for the position: 185,000 USD to 250,000 USD.</div><div></div>

Senior Director, Private Markets

Crédit Agricole CIB

<div>
 
 
 Team and position
 
 
 
 
 
 
 Credit Agricole is among world top 10 banking groups. Our NY based Leveraged Finance team is directly responsible for origination and execution of LBOs with leading Private Equity Funds in North America, as well as financings for leveraged (non-investment grade) corporates, across loans and HY bonds. In addition, the team is also in charge of event driven financings (M&amp;A and IPO related) for Investment Grade clients, and of leveraged / structured financing transactions in the TMT sector, including the current wave of infrastructure flavored deals (towercos, data centers, fibercos, GPU Financings) with Infrastructure Funds, across North America and Latam. It is referred to internally as the &ldquo;LATFG&rdquo; team (Leveraged, Acquisition &amp; TMT Finance).
 
 
 
 
 
 Building on its recent successes, the team is expanding to support its strong growth ambitions. In order to address the increasing volumes of credit and reporting management work generated by our expanding loan portfolio, we are setting up a portfolio management (PFM) team.
 
 
 We are opening a Portfolio Management analyst position. The analyst will report to the Director in charge of Portfolio Management, with regular interaction with the origination part of LATFG team.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 1) Credit monitoring of our loan portfolio:
 
 
 Contribute to the ongoing credit monitoring work for part of the leveraged finance and TMT loan portfolio (current volume of about 70 deals): write up of annual reviews, credit papers in relation to
 
 
 waivers and amendments, quarterly write ups for loans under watch. In close coordination with
 
 
 respective deal/client teams.
 
 <ul>
 <li>
 Proactively flag to LATFG manager and Portfolio Management Director and respective LATFG
 </li>
 </ul>
 
 client teams any early warning signals of credit deterioration, concerns, or ideas for commercial
 
 
 opportunities
 
 <ul>
 <li>
 Ensure timely propagation of internal rating decisions within the internal IT systems.
 </li>
 </ul>
 
 Occasionally represent the team in the various credit committees (NY credit committee, CLF credit committee, CRC) and monitoring committees (Quarterly committees for underperforming loans or
 
 
 loans under watch &ldquo;SARs&rdquo; and &ldquo;SACs&rdquo;), underperforming or under watch loans
 
 <ul>
 <li>
 Coordinate with CLF Losa team to monitor evolution of the portfolio (increases or reductions via amortization, prepayments, secondary trades etc)
 </li>
 <li>
 Coordinate with CLF Losa and respective deal/client teams to ensure authorizations recorded in internal systems are accurate and up to date.
 </li>
 <li>
 Maintain close coordination on all of the above tasks with respective LATFG client teams. Interact with clients whenever necessary to clarify credit related questions, in coordination with the LATFG
 </li>
 </ul>
 
 client team.
 
 <ul>
 <li>
 Review quarterly or annual information provided by client, connect to lender or investor calls
 </li>
 </ul>
 
 organized by clients and relay summaries of meaningful information to LATFG team manager and
 
 
 respective LATFG client team.
 
 <ul>
 <li>
 Depending on deal flow, there will also be occasional opportunities to get involved in live, new
 </li>
 </ul>
 
 deals as part of the origination deal team.
 
 
 
 
 
 2) Contribute to Internal and Regulatory Reporting:
 
 <ul>
 <li>
 Collect data and under PFM Director, assist with the regular requests for reporting from our
 </li>
 </ul>
 
 internal stakeholders (HO business line, COO teams, RPC): monthly anomaly reports, monthly
 
 
 LevFin excel pipeline, quarterly portfolio review files, &ldquo;deals world&rdquo; database for LBOs, etc
 
 <ul>
 <li>
 Contribute to recurring, ad hoc, and annual audits (NY annual and quarterly CUSO Loan Review, ad hoc NY portfolio reviews, Internal Audit &ldquo;Inspection Generale&rdquo;, add hoc CUSO reviews)
 </li>
 <li>
 Assist team manager and respective deal teams in ensuring that the CLF pipeline tool (&ldquo;Diamond&rdquo;) is up to date.
 </li>
 <li>
 Contribute to occasional ad hoc information requests when and as required
 </li>
 <li>
 Assist LATFG manager with periodic estimate of landing vs budget and other planning tasks
 </li>
 </ul>
 
 
 
 
 
 Candidate background / experience
 
 
 <ul>
 <li>
 Ideally 1-2 year experience in either a leveraged finance environment (portfolio management or origination and execution), or a credit risk / credit underwriting and monitoring function.
 </li>
 <li>
 Relevant academic background (BA/BS degree with economics/finance major coursework, ideally Master's degree &ndash; Msc Finance or MBA).
 </li>
 </ul>
 
 
 
 
 
 Skills
 
 
 <ul>
 <li>
 Strong quantitative and qualitative analytical skills
 </li>
 <li>
 Prior experience in financial analysis, cash flow modeling experience will be a plus
 </li>
 <li>
 Reliability, attention to detail and quality outputs,
 </li>
 <li>
 Good organizational skills: ability to keep track of deadlines, to organize its own work
 </li>
 <li>
 Good communication and interpersonal skills (ability to communicate seamlessly with LATFG deal teams, and capacity to interact convincingly and forcefully with internal partners, in particular with RPC &amp; senior representatives from Bus Line or coverage)
 </li>
 <li>
 MS Office suite proficiency
 </li>
 <li>
 Fluency in a second language (in particular French, Portuguese, Spanish) is a strong positive.
 </li>
 </ul>
</div>

Leveraged, Acquisition & TMT Finance Americas – Portfolio Management - Analyst

Scotiabank

<div>Requisition ID: 254122
Salary Range: 120,900.00 - 231,400.00
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. 
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 
Global Banking and Markets 
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. 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. 
Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious &amp; metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. 
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! 
Purpose 
Contributes to the overall success of the Middle Office ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team&rsquo;s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. 
The incumbent will be responsible for a broad array of operational duties including, but not limited to, the oversight and management of Trade Life Cycle support, trade processing, monitoring, reconciliation, and business line client services. 
The incumbent will also work within the MO Management Team in the identification, initiation, research and development of process solutions across the MO business lines, with the intent of improving overall operational efficiency/effectiveness while ensuring that compliance, risk and regulatory issues are adhered to. 
What You'll Do<ul><li> 
Ownership and oversight of the Trade Support Primary Markets functions across middle office teams supporting, Syndicate/deal coordination, trade processing &amp; allocations, trade monitoring, reconciliations, deal closings, and 30 -90 final settlement accounting cycles. Support client service middle office queries such as fail management, regulatory compliance reporting, and trade exceptions management.</li><li> 
Execution of Middle Office Strategy as it relates to a Performance Culture. Operates within a high-performance environment and team which fosters an inclusive work environment, communicating vision/values/business strategy and managing succession and development planning for the team.</li><li> 
Responsible for and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment. Identifies employees&rsquo; strengths and areas for development, helping them to build on their strengths and drive action plans to support development opportunities. Proactively provides transparent and ongoing coaching and feedback and takes action on performance concerns through proactive coaching to reinforce expected behaviors.</li><li> 
Champions a culture of continuous operational improvement by independently resolving highly complex, multi-faceted problems to meet the business needs across MO with a specific focus on creating tangible / measurable operational efficiencies. This involves opportunity identification, preparing proposals, defining business requirements and processes, developing, testing, conversion and implementation strategies, developing detailed project plans, monitoring progress against planned objectives, and securing consensus and co-operations from users and senior management.</li><li> 
Champions a customer focused culture to deepen business line relationships and leverage broader Bank relationships, systems and knowledge.</li><li> 
Understand how the Bank&rsquo;s risk appetite and risk culture should be considered in day-to-day activities and decisions.</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></ul> 
What You&rsquo;ll Bring 
<ul><li>
5+ years post-graduate experience in industry or academia in in the areas of capital markets, finance and banking and/or process improvement, business analysis and solution implementation</li><li>
Solid knowledge/experience in banking/capital markets operations</li><li>
Excellent verbal and written communication skills and the ability to negotiate, influence and interact professionally with a diverse group of Front Office Users, QAs, Developers, and SMEs</li><li>
Demonstrated knowledge of analytical problem solving and process engineering techniques (i.e. process mapping and analysis techniques)</li><li>
Strong technical abilities including knowledge of basic software engineering principles (experience in SQL, VBA, Access, Excel preferred), and a sound understanding of operational processes</li><li>
Result oriented, deadline driven, self-motivated</li><li>
NASD FINRA S99 or other local licensing if required</li></ul> 
Interested? 
If your experience is closely related but doesn&rsquo;t align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank!
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. 
What's in it for you? 
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. 
#GBM
Location(s): United States : New York : New York City || United States : Texas : Dallas
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.
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. 
 
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.</div>

Senior Manager, Trade Support Origination & Syndicate Securitization

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