Investment accounting jobs in Elizabeth, New JerseyCreate job alerts

Job DescriptionKey Responsibility Areas:1. High-CapEx Project Financial Management & Modeling Build and maintain detailed financial models tracking high-value capital assets, long-lead procurement, engineering test beds, and facility construction/build-outs. Partner with Supply Chain and Engineering to evaluate major equipment purchases, make-vs-buy decisions, vendor contracts, and hardware milestones against budget constraints. Establish project-level financial tracking systems to monitor variance (budget vs. actuals) across complex engineering workstreams in real time. 1. Financial Systems, Processes & Procedures Build and standardize core FP&A processes, including annual budgeting, monthly/quarterly forecasting, variance reporting, and long-range capital planning. Select, implement, and maintain scalable FP&A software and financial integration tools to automate data aggregation across ERP, procurement, and accounting systems. Draft and enforce capital authorization limits, CapEx request procedures, and policy guidelines. 1. Strategic Planning & Executive Decision Support Own and refine the core 3-statement corporate financial model to support corporate strategy, runway modeling, and fund-raising/investor relations discussions. Translate complex financial data into concise dashboard metrics, Board materials, and operational insights for C-suite decision-making. Serve as the primary finance partner for Engineering, Operations, and Procurement teams, guiding technical leaders on budget management and cost optimization. Ideal Experience & Skillsets: 4+ years of progressive experience in Corporate FP&A, Corporate Development, Investment Banking, or Strategic Finance, with at least 2+ years leading CapEx-intensive financial planning. Experience in hardware-heavy industries (e.g., aerospace, automotive, energy storage, semiconductor, oil & gas, or advanced manufacturing). Advanced 3-statement financial modeling skills with demonstrated expertise building project finance models, capital investment frameworks, and scenario/sensitivity analyses. Proven track record of creating financial processes, CapEx control frameworks, and reporting workflows from the ground up in a growing organization. Proficient with modern ERPs (e.g., NetSuite, SAP), FP&A software (e.g., Pigment, Anaplan, Adaptive Insights), and BI tools (e.g., Tableau, PowerBI). Bachelor’s degree in Finance, Accounting, Engineering, or a related quantitative field. Mindset & Traits Adaptability: Thrives in dynamic, high-ambition environments where processes need to be designed rather than just maintained. Technical Curiosity: Comfort collaborating closely with hardware and software engineers to understand complex technical milestones and translate them into financial realities. Clear Communicator: Ability to distill complex capital data into clear operational guidance for technical partners. Company Benefits: • Salary range $125,000-$160,000, • Comprehensive health benefits (e.g. medical/dental/vision), • Employee equity stock options, • 20 days PTO We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Position Title: Cash Application Analyst Reports to: Director, Accounting Department: Finance Location: 475 Springfield Ave, Summit, NJ; in-office position Classification: Full-time; Exempt Summary / Job Objective: We are seeking a detail-oriented and analytical Cash Application Analyst to join our finance team. This position requires a professional individual who has analytical and problem-solving skills and knowledge of all aspects of cash application and bank reconciliations. This person should be able to work well under pressure and must be comfortable in a friendly but fast paced environment and have the ability to multi-task. Primary Responsibilities: · Enter banking transactions into accounting software daily · Perform bank reconciliations for multiple companies and accounts · Prepare weekly check deposits · Apply deposits from multiple bank accounts to invoices · Verify and maintain accurate accounts receivable and cash application balances across multiple entities · Research and reconcile discrepancies between cash and accounts receivable reports and the general ledger · Assist with the month end close process and adhering to deadlines · Support the financial audit by gathering data and preparing schedules · Reconcile financial discrepancies by analyzing account information · Ad hoc projects Qualifications: · 5+ years of experience in cash management / accounts receivable / accounting · Bachelor’s degree in accounting or related field preferred but not required · Knowledge of accounting & corporate finance principles and procedures · Proficient computer skills (excel a must) · NetSuite experience a plus Core Competencies: · Highly organized and detail oriented · Strong written and verbal communication skills · Ability to prioritize and multi-task in a fast-paced work environment · Able to complete tasks accurately and timely with minimal supervision · Proven ability to successfully work within a team, as well as independently Compensation & Benefits: Compensation (based on experience) • Base salary: $54,000 - $58,000; exempt, • Annual performance bonus target: 5% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 475 Springfield Ave, Summit, NJ 07901; this is an in-office position, 8:30a – 5:00p Mon-Fri \nCompany Description Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description You’ll manage and train fund accountants, oversee the allocation of daily and monthly activities, and independently handle client relationships to ensure service quality and satisfaction. You’ll also review and occasionally prepare complex monthly client reports, requiring strong self-motivation and the ability to work independently. What you’ll do • You'll manage client relationships independently, ensuring service quality and satisfaction across all deliverables., • You'll train and allocate tasks to fund accountants, overseeing daily, monthly, and annual responsibilities., • You'll ensure accurate reporting by preparing financial statements and maintaining books for clients with complex operations., • You'll oversee valuations and reconciliations, analyzing investment activity to meet deadlines for investor and financial reporting., • You'll collaborate with auditors and tax advisors, validating accounts and supporting year-end audits and tax returns. What we offer • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($88,000-$110,000). Qualifications, • You bring a Bachelor’s degree in Accounting or Finance along with 4+ years of relevant professional experience and direct client-facing expertise., • You apply strong analytical thinking, curiosity, and research skills to identify issues, solve problems, and deliver effective solutions., • You communicate professionally through clear verbal and written communication while building positive client and team relationships., • You demonstrate proficiency in Microsoft Office and maintain exceptional organization, attention to detail, and accuracy in your work., • You effectively manage priorities, meet deadlines under pressure, and take initiative as a proactive, goal-oriented team player. Additional Information Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job DescriptionDescription: MANAGER, FINANCE & ACCOUNTING Department: Finance & Accounting Functional Area: Finance & Accounting Reports To: Associate Executive Director or other designated supervisor Classification: Exempt Location: Hybrid Position Purpose The Manager, Finance & Accounting is a working manager responsible for leading the Bureau's Finance & Accounting function while actively participating in complex accounting, financial reporting, budgeting, audit, and financial management activities. The position provides strategic and operational leadership while ensuring the accuracy, integrity, and stewardship of the Bureau's financial resources. The Manager oversees the Bureau's accounting operations, financial reporting, budgeting, internal controls, payroll oversight, investments, and regulatory compliance while supervising departmental staff and supporting organizational decision-making. Requirements: Responsibilities Department Leadership • Plan, organize, direct, and supervise the daily operations of the Finance & Accounting Department., • Establish departmental priorities, goals, performance expectations, and work assignments., • Recruit, coach, develop, and evaluate departmental staff while fostering a collaborative, high-performing work environment., • Develop departmental procedures, performance measures, and operational improvements., • Ensure appropriate segregation of duties and effective internal controls. Financial Management & Reporting • Direct and actively participate in the Bureau's month-end and year-end close process., • Prepare, review, and analyze financial statements, management reports, and supporting schedules., • Develop, administer, and monitor the Bureau's annual operating and capital budgets., • Prepare financial forecasts, analyses, and recommendations supporting organizational planning and decision-making., • Coordinate the annual independent audit and other financial reporting requirements., • Prepare, review, and approve complex journal entries, account reconciliations, and other accounting transactions., • Maintain the integrity of the general ledger and financial reporting systems. Accounting Operations • Oversee accounts payable, accounts receivable, payroll, cash management, purchasing, investments, and other accounting operations., • Ensure compliance with Bureau policies, regulatory requirements, and internal controls., • Monitor cash flow, banking relationships, investment activity, and financial risk., • Review and recommend improvements to accounting processes, financial systems, and operational efficiencies., • Oversee the preparation of required tax filings, financial reports, and regulatory submissions. Organizational Support • Prepare financial reports and presentations for the Executive Director, Associate Executive Director, Governing Committee, Audit Subcommittee, external auditors, and other stakeholders., • Provide financial guidance and recommendations supporting organizational initiatives and strategic objectives., • Support organizational initiatives, special projects, and cross-functional activities., • Perform other duties as assigned in support of departmental and organizational objectives. Qualifications & Competencies • Bachelor's degree in Accounting, Finance, Business Administration, or a related field required., • Certified Public Accountant (CPA) designation preferred., • Five or more years of progressively responsible accounting or financial management experience, including supervisory experience preferred., • Thorough knowledge of budgeting, financial reporting, internal controls, and financial management practices., • Demonstrated leadership, analytical, organizational, and decision-making skills., • Excellent written, verbal, presentation, and interpersonal communication skills., • Advanced proficiency with Microsoft Excel, Microsoft Office applications, and financial management systems., • Ability to manage multiple priorities while maintaining accuracy, confidentiality, and attention to detail. Physical Requirements • Prolonged periods of sitting and working at a computer., • Frequent use of a computer, keyboard, and telephone., • Ability to occasionally lift and carry materials weighing up to 15 pounds. Other Duties NJCRIB is committed to fostering a culture of continuous improvement, operational excellence, and exceptional customer service. Employees are expected to contribute to process improvement initiatives, maintain current knowledge of Bureau policies, procedures, and industry developments relevant to their position, and perform other duties as assigned in support of departmental and organizational objectives. Job Posting Disclosure: The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package. The salary range is provided for informational purposes only and is not a guarantee of a specific offer.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. About the role The VP, Regulatory Reporting is responsible for ensuring compliance with SEC, FINRA, CFTC, NFA, NMLS and state requirement, and applicable financial responsibility rules, including net capital, customer daily reserve computation, daily segregation/secured/swaps computation, FOCUS filings to FINRA and NFA, MSB Call Reporting and regulatory reporting requirements. The VP, Regulatory Reporting will oversee the firm’s regulatory financial reporting framework, support financial operations across affiliated U.S. entities, maintain strong internal controls, and serve as a key partner during regulatory examinations and financial audits. This individual plays a critical role in safeguarding the firm’s regulatory standing, financial integrity, and operational resilience. Office Location: Jersey City, NJ/Dallas, TX This role must be based on the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You'll Do • Maintain responsibility for broker-dealer and FCM financial regulatory compliance., • Prepare, review, and file all required regulatory filings, including: ￮ FOCUS Reports for both SEC/FINRA and CFTC/NFA ￮ Customer Daily Reserve Computations (Rule 15c3-3) ￮ Net Capital Computations (Rule 15c3-1) to be in compliance with SEC and CFTC rules ￮ SSOI, OBS, SIPC, and related regulatory filings ￮ MSB Call Reporting on NMLS and certain state filings • Monitor daily net capital to ensure ongoing compliance with regulatory thresholds., • State Money Transmission License application and renewal, • Support regulatory examinations and serve as a key contact for FINRA, SEC, CFTC, NFA and external auditors., • Support month-end, quarter-end, and year-end close processes for multiple affiliated entities. Ensure reporting accuracy, completeness, and audit readiness across financial and regulatory reporting functions., • Assist with the enhancement and maintenance of accounting, regulatory, and ICOC/internal control frameworks., • Organize and coordinate all financial audits, including annual audits, state audit and regulatory financial examinations., • Partner cross-functionally with Finance, Compliance, Operations, and Technology teams on process improvements and systems implementations., • Assist in developing scalable reporting and operational processes to support business growth and regulatory compliance., • Prepare standard and ad hoc financial and operational reporting for management and regulators., • Maintain and updates procedures and controls, including WSP, RCM, desk-top procedures., • Perform additional duties and special projects as assigned., • Manage and train teams as needed. Requirements What You Bring • Active Series 3 (National Commodities Futures Examination) & 27 (Financial and Operations Principal) license required., • Bachelor’s degree in accounting, Finance, or related discipline required., • 5+ years of broker-dealer and FCM FINOP and regulatory reporting experience preferred., • Strong hands-on experience with: ￮ Customer Reserve Computations ￮ Net Capital Calculations ￮ FOCUS Reporting for FINRA and FCM ￮ SEC Rule 15c3-1 and Rule 15c3-3 ￮ CFTC Regulations including daily segregation, daily secured, daily swap computation, SIDR filings • Strong understanding of broker-dealer and FCM accounting operations, regulatory controls, and financial reporting requirements., • Experience supporting FINRA, SEC, SEC, NFA and external audits/examinations., • Advanced Microsoft Excel skills, including complex reconciliations, formulas, pivots, and financial analysis., • Ability to manage competing priorities and meet strict regulatory deadlines in a fast-paced environment., • Excellent analytical, organizational, and communication skills., • High attention to detail, accountability, and operational discipline., • Experience in adopting and utilizing AI tools;, • Data sensitive and strong capabilities to identify process improvements opportunities and implementation;, • Professional management skills. Preferred Qualifications • Experience within a clearing and non-clearing FCM. Profound knowledge in futures business and experience with CME and futures exchanges, • Experience within an introducing and/or self-clearing broker-dealer environment., • Experience supporting fintech, digital assets, or high-growth financial services organizations., • Experience with financial systems implementations, automation initiatives, or regulatory reporting platforms. Benefits What We Offer • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $200,000 - $250,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Employment with Futu Holdings Limited, including all subsidiaries, is on an at-will basis. This means that either the employee or the Company may terminate the employment relationship at any time, with or without notice and with or without cause, subject to applicable law. Nothing in this job posting or description should be construed as creating an express or implied contract of employment or guarantee of employment for any specific duration. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job DescriptionCompany Description WHO WE ARE fresh is a global skincare brand within the LVMH Group, headquartered in New York City. We emphasize the look, feel, and scent in every product, transforming skincare into an elevated, sensual experience. Our collection of skincare, lip care, bodycare, and fragrances are available in 16 countries, across our fresh boutiques and digital channels, specialty and department stores, and more. We are an organization of curious creators who embrace innovation, optimism, and always keep our customers at the forefront. With a pioneering spirit, we are empowered to challenge the status quo and use our authentic voice to do the right thing for our people, our brand, and the environment. Here at fresh, we intentionally foster a spirit of belonging. We celebrate our diversity and support every employee to feel welcomed, valued, respected, and heard. By embracing curiosity and collaboration, we recognize that our differences strengthen us. MAIN JOB OBJECTIVE The Analyst, Finance HQ supports the financial planning, reporting, forecasting, and month-end close processes for Fresh’s headquarters and central functions. Reporting to the Associate Director, FP&A, this role works closely with HQ departments, including Marketing, PR, Creative, HR, and other corporate functions, as well as Accounting and the broader Finance team, to help ensure financial accuracy, provide meaningful analysis, and support day-to-day business decision-making. This position is well suited for a detail-oriented finance professional who is comfortable working across multiple processes and stakeholders, and who brings a strong analytical mindset, sound financial discipline, and a continuous improvement approach. Job Description JOB RESPONSIBILITIES • Assist with the financial planning, forecasting, reporting, and month-end processes, including month-end close, actuals reporting, annual close, budget planning, and latest estimates., • Prepare data and initial analyses to support the monthly close review process and monthly reviews with HQ departments, including Marketing, PR, Creative, HR, and other corporate functions, with a focus on tracking accruals and compiling actuals analysis, • Collaborate with the Accounting team to ensure accuracy and integrity of data used in financial records and reported results., • Assist in the monitoring and analysis of indirect purchasing activities and help ensure compliance with company purchasing policies and procedures., • Help identify key operating metrics for each function and support the development of dashboards, bridge reporting, and analyses to monitor performance and identify cost efficiency opportunities., • Participate in building collaborative and trusted working relationships across HQ departments and other functions within Fresh., • Conduct ad hoc analyses, both in response to management requests and proactively, to assess business operations and support recommendations for actions and controls., • Contribute to efforts to improve and simplify processes while helping identify risks and opportunities that may influence investment and spending decisions., • Assist in identifying areas for process enhancement and support the implementation of practical solutions. . What you will learn in the first 6 months: • Gain a strong understanding of Fresh’s HQ cost structure, central finance processes, and monthly and quarterly reporting cycles., • Learn the key financial drivers, planning assumptions, and operating metrics across HQ departments, including Marketing, PR, Creative, HR, and other support functions., • Build effective working relationships with Accounting, HQ stakeholders, and the broader Finance team., • Develop familiarity with Fresh’s internal reporting tools, planning processes, and management reporting expectations. What you will achieve in 12 months: • Independently support core components of the month-end close, forecasting, and budgeting cycles for HQ and central finance activities with accuracy and timeliness., • Become a reliable finance partner to HQ departments by providing clear analysis, responsive support, and consistent follow-through., • Contribute to improvements in at least one reporting, planning, or monitoring process through simplification, automation, or enhanced analytical support., • Deliver accurate and timely recurring reporting across monthly, quarterly, and annual finance cycles. Physical Requirements: • Must be able to remain in a stationary position on average of 7.5 hours/day., • Light to moderate lifting may be required., • While performing the duties of this job, the employee may be regularly required to stand, sit, reach, stoop, kneel, and operate a computer, telephone, and keyboard.Qualifications PROFILE You have: • 1–4+ years of experience in Finance, FP&A, accounting-related finance roles, or business analysis, preferably within a corporate, consumer goods, retail, or multi-market environment., • A strong ability and genuine interest in connecting financial performance to business performance, and in translating analysis into clear conclusions, risks, opportunities, and recommendations., • The motivation to explore, influence, and help improve financial performance through thoughtful analysis and business partnership., • Ability to communicate the story behind the numbers., • Curiosity and critical thinking, with the ability to look beyond reported results to understand the underlying business drivers, such as campaign plans, organizational changes, and other operational factors., • Experience supporting budgeting, forecasting, reporting, and month-end close processes., • Strong analytical skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment., • The ability to communicate financial information clearly to both finance and non-finance stakeholders., • A collaborative mindset and willingness to work across functions., • An interest in process improvement and continuous learning., • You are highly proficient in Microsoft Excel, including advanced formulas, pivot tables, and financial analysis., • Experience with financial systems and reporting tools such as AX, SAP, Oracle, Hyperion, Anaplan, Power BI, or similar platforms is preferred., • Familiarity with AI tools or emerging technologies is preferred, with an interest in applying them to improve reporting, analysis, and process efficiency., • Education requirements: Bachelor’s degree in Finance, Accounting, Economics, or a related field. Additional Information WHAT WE OFFER YOU Training & Development and Culture • Fresh and LVMH Sponsored Trainings and Workshops for Personal and Professional Development, • Opportunities for networking and building relationships with LVMH Community and Network, • Opportunities to join internal communities: DEIB Council, Sustainability Champions, LVMH Employee Resource Groups Mental Health Support • Free professional consultation, referrals and counseling through the Employee Assistance Program (EAP), • Free 24/7 confidential mental health support Paid Time Off and Flexibility • Flexible paid time off policy inclusive of Summer Fridays Fertility and Family Planning • Fertility Services, Maternity and Newborn Support, Adoption and Surrogacy Assistance, including cryopreservation when part of fertility treatment, • Paid Parental Leave (Inclusive of Maternity, Paternity, Adoption, Surrogacy) at eligibility, • Travel & lodging for those who can’t access care, • Back-up dependent Care and Tutoring Fresh and LVMH ‘Perks’ and Discounts • Fresh In-Store Discounts and Gratis, • LVMH Group Friends and Family Sales across all divisions within LVMH: Wines and Spirits, Watches and Jewelry, Perfumes and Cosmetics, Fashion and Leather Goods, etc., • Pre-Tax Commuter Benefits through Wage Works, • Additional Health Club Discounts, Sporting/Entertainment Ticket Discounts, Insurance Discounts (Pet, renters, home) Health Care • Medical, dental and vision Retirement and Additional Benefits • 401k with Company Match + Additional Employer Contribution at eligibility Fresh provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. We are committed to fostering a professional work environment free from discrimination and harassment, including discrimination and harassment based on all protected categories. The salary range for this role is $75,000 - $95,000 USD. This role is based in Jersey City, NJ. All your information will be kept confidential according to EEO guidelines.

Job Description Summary: PLEASE NOTE - This is NOT a technical role for a Data Analyst, Data Scientist or someone with an IT background. Candidates MUST have experience in the Market Data realm and be able to administer Market Data contracts. Please read the description before you apply The Market Data Analyst at S4 Market Data will oversee client projects and be responsible for the overall service delivery of our managed services with respective clients. This position will manage market data service inquiries and projects from clients as well as manage a market data administrator within the projects to ensure administrative tasks are being completed in an accurate and timely manner. The ideal candidate will have market data vendor management and administrative experience; sourcing and negotiating contracts, managing procurement/sourcing requests throughout the spend life cycle, speaking with internal business units and stakeholders (legal, finance, IT, etc.) to procure goods/services for our clients. The candidate needs to be located in the US, this is a fully remote position. Responsibilities: • Handle day-to-day demand management or vendor management and administrative inquiries from internal business units, including but not limited to; data/sourcing requests, contract negotiation, entitlement administration, exchange reporting, moves/adds/changes requests, inventory management, procurement/legal approval, expense allocation, invoices reconciliation, and spend reporting., • Interact with the client’s various internal stakeholders and business units; technology, legal, accounting/finance, human resources, and investment managers., • Oversee the inventory management process of leavers/joiners, ensure current inventory is accurate and up-to-date. Oversee the reconciliation invoices and validation of monthly allocations/expenses., • Conduct monthly/quarterly exchange reporting and ensure exchange policies and data compliance across the client’s end-users and applications. Administer their datafeeds (EMRS, DACS, Etc.), • Review spend and enact cost savings and avoidance initiatives. Provide respective business units with an overview for their costs; understand their products/services and respond to any inquires as needed. Maintain reports on costs and identify ways to consolidate spend., • Conducts regular internal team meetings to report on client SLA’s and to ensure all client service deliverables are being met and completed. Qualifications: • Bachelor’s degree in MIS, Business, or related degree and 3-5 years of relevant experience in financial services or market data. Relevant work experience in consulting is preferred., • Experience working with Market Data vendors such as Bloomberg, FactSet, Exchanges (NYSE, ICE, etc.)., • Knowledge of FITS and MDSL inventory systems is preferred., • Excellent communication and project management skills and experience in working closely with internal client business units and senior stakeholders., • An entrepreneurial and self-regulating mind-set. Display a high level of time management skills to manage multiple and elaborate requests simultaneously., • Have high energy and be a self-starter with the ability to work independently and as part of a team. Powered by JazzHR CqzWdPMF1h

Job Description Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Job Summary The Director, Trade Surveillance & Financial Crimes Compliance is responsible for leading, overseeing, and continuously enhancing the firm's Trade Surveillance and AML programs. This role provides strategic and operational leadership over market abuse surveillance, supervisory review, financial crime investigations, transaction monitoring, customer due diligence, regulatory reporting, and program governance. As the firm's subject matter expert for Trade Surveillance and AML, this leader is responsible for ensuring the effectiveness of surveillance and AML controls, maintaining compliance with SEC, FINRA, BSA, USA PATRIOT Act, OFAC, and other applicable regulatory requirements, and proactively identifying emerging risks through data analytics, technology, and industry best practices. The position partners closely with Compliance, Risk, Operations, Legal, Technology, Product, Internal Audit, and executive leadership to strengthen the firm's compliance framework while supporting continued business growth. Requirements Essential ResponsibilitiesTrade Surveillance & Supervisory Oversight • Lead and oversee the firm's Trade Surveillance and supervisory review programs across equities, options, ETFs, and digital asset products offered through the retail broker-dealer., • Supervise the daily review, investigation, escalation, and resolution of surveillance alerts and exception reports., • Ensure surveillance activities effectively identify and investigate potential market abuse, including:, • Insider Trading, • Front Running, • Spoofing and Layering, • Wash Trading, • Cross-Product Manipulation, • Marking the Close/Open, • Momentum Ignition, • Manipulative Trading Practices, • Employee Trading Violations, • Other prohibited trading activity, • Establish investigation standards, documentation requirements, quality assurance procedures, and supervisory controls., • Oversee case prioritization, assignment, escalation, documentation, and timely resolution., • Ensure surveillance activities satisfy SEC, FINRA, exchange, and internal supervisory obligations., • Evaluate new business initiatives, products, and trading functionality to ensure appropriate surveillance coverage prior to implementation. Anti-Money Laundering Program Leadership, • Lead and continuously enhance the firm's AML Program, ensuring compliance with the Bank Secrecy Act (BSA), USA PATRIOT Act, FINRA, SEC, FinCEN, and OFAC requirements., • Oversee and strengthen:, • Customer Due Diligence (CDD), • Enhanced Due Diligence (EDD), • Transaction Monitoring, • Ongoing Customer Monitoring, • High-Risk Customer Reviews, • Suspicious Activity Investigations, • Sanctions Screening, • OFAC Investigations, • AML Risk Assessments, • Ensure customer risk ratings appropriately reflect evolving risks and regulatory expectations., • Oversee periodic reviews of higher-risk customer relationships and complex onboarding decisions., • Conduct periodic AML program effectiveness reviews and implement enhancements based on emerging risks, regulatory developments, examination findings, and industry best practices., • Partner with Technology and Operations to improve AML systems, monitoring capabilities, automation, and investigative workflows. Investigations, Escalations & Regulatory Reporting, • Oversee complex Trade Surveillance and AML investigations from initial detection through resolution., • Serve as the primary escalation point for significant market abuse, suspicious activity, sanctions concerns, fraud, and other financial crime matters., • Establish and maintain risk-based escalation protocols to executive leadership, the Chief Compliance Officer, Legal, and regulators when appropriate., • Oversee Suspicious Activity Report (SAR) governance, including investigation, documentation, decision-making, filing, and post-filing monitoring., • Chair or participate in SAR review committees, as applicable., • Ensure regulatory reporting obligations are completed accurately and within required deadlines. Regulatory Examinations & Governance, • Serve as the primary business owner for Trade Surveillance and AML during SEC, FINRA, state regulatory, and internal examinations., • Coordinate responses to regulatory inquiries, document requests, examinations, and audits., • Lead remediation efforts resulting from regulatory examinations, internal audits, and compliance reviews., • Own and maintain the firm's AML Program, Written Supervisory Procedures (WSPs), surveillance procedures, and related compliance policies., • Monitor regulatory developments and recommend enhancements to policies, procedures, controls, and governance frameworks. Program Strategy & Continuous Improvement, • Develop and execute the strategic roadmap for Trade Surveillance and AML program enhancements., • Evaluate emerging regulatory expectations, financial crime risks, market abuse trends, and surveillance technologies., • Improve surveillance effectiveness through ongoing alert calibration, scenario development, data analytics, and automation., • Identify opportunities to leverage artificial intelligence and advanced analytics to strengthen surveillance, investigations, and monitoring., • Develop meaningful management reporting, key risk indicators (KRIs), and program metrics for executive leadership and governance committees. Leadership & Cross-Functional Partnership, • Lead, mentor, and develop Trade Surveillance and AML personnel while fostering a culture of accountability, collaboration, and continuous improvement., • Partner closely with Compliance, Risk, Operations, Legal, Product, Engineering, Data Analytics, Customer Experience, and Internal Audit., • Provide subject matter expertise for new product launches, strategic initiatives, and regulatory change management., • Promote a proactive compliance culture through collaboration and effective risk management practices. Training & Compliance Culture, • Develop and deliver Trade Surveillance, Market Abuse, AML, and Financial Crimes training programs for Compliance, Operations, and business personnel., • Ensure annual AML training requirements are completed in accordance with regulatory expectations., • Provide ongoing guidance to business partners regarding emerging regulatory risks and supervisory responsibilities., • Promote a culture of ethical conduct, compliance, and proactive risk identification throughout the organization. QualificationsRequired, • Bachelor's degree in Finance, Accounting, Business, Economics, Criminal Justice, or related field., • 10+ years of progressive experience in Trade Surveillance, Market Abuse Investigations, AML, Financial Crimes, or Regulatory Compliance within a broker-dealer, exchange, regulator, or financial institution., • Demonstrated experience leading Trade Surveillance and AML programs within a FINRA- and SEC-regulated environment., • Deep knowledge of:, • SEC Rules and Regulations, • FINRA Rules, • Bank Secrecy Act (BSA), • USA PATRIOT Act, • OFAC, • FinCEN Requirements, • Market Abuse and Trade Surveillance practices, • Experience leading regulatory examinations and managing remediation activities., • Strong leadership, investigative, analytical, and communication skills. Preferred, • Experience supporting a self-clearing or introducing broker-dealer., • Experience with retail brokerage platforms and customer trading activity., • Knowledge of options, margin, futures, and digital asset trading., • Experience implementing surveillance technologies, case management systems, and AI-driven monitoring solutions., • Previous regulatory experience with FINRA, SEC, CFTC, NFA, Nasdaq, NYSE, or another exchange. Preferred Systems & Technology Experience with one or more of the following: • Nasdaq SMARTS, • NICE Actimize, • ACA ComplianceAlpha, • Eventus Validus, • SteelEye, • SQL, • Python, • Tableau, • Power BI, • Case Management & AML Monitoring Systems Licenses & Certifications Preferred: • FINRA Series 7, • FINRA Series 24, • CAMS (Certified Anti-Money Laundering Specialist), • CFE (Certified Fraud Examiner), • CFCS (Certified Financial Crime Specialist) Benefits What We Offer: • Competitive salary and performance-based bonuses., • Comprehensive benefits package, including health, dental, and retirement plans., • Opportunities for professional growth and development., • A dynamic and collaborative work environment. Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $185,000-$230,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Employment with Futu Holdings Limited, including all subsidiaries, is on an at-will basis. This means that either the employee or the Company may terminate the employment relationship at any time, with or without notice and with or without cause, subject to applicable law. Nothing in this job posting or description should be construed as creating an express or implied contract of employment or guarantee of employment for any specific duration. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Fortitude Reinsurance Company Ltd. (Fortitude Re) is one of the world’s leading providers of legacy reinsurance solutions. They work with the world’s leading insurance companies to help them execute comprehensive, transformational solutions for legacy Life & Annuity and P&C lines. Fortitude Re manages a general account of approximately $111 billion across life, annuity, and property & casualty insurance products. The company takes a long‑term view on growth and is proud to be backed by a consortium of sophisticated institutional investors led by The Carlyle Group and T&D Insurance Group. Incorporated under the laws of Bermuda on January 1, 2017, Fortitude Re’s roots in the insurance industry and the experience of their leadership go back many decades. Fortitude Re’s leadership team has an average industry tenure of over 20 years, and an impressive track record of successfully managing the most complex legacy liabilities. Their deep insurance experience and proprietary risk modeling capabilities allow them to structure bespoke transactions that benefit both insurance companies and their policyholders. Fortitude Re continues to strengthen its ability to pursue further growth and provide innovative solutions for the global insurance industry. Click here for moreinformation about Fortitude Re. The VP, Fixed Income & Capital Solutions is responsible for the development and execution of Fortitude Re's fixed income co‑investment program and structuring solutions initiatives, with a mandate to drive capital efficiency across the insurance balance sheet. The role encompasses developing co‑investment strategy, designing and executing bespoke structuring solutions, and implementing end‑to‑end solutions across both mandates. This role will also contribute to the oversight and surveillance of the company’s public and private fixed income portfolios. This is a senior‑level role requiring thought leadership, ownership of complex investment initiatives, and the ability to shape and execute strategic capital deployment decisions across Fortitude Re's insurance balance sheet. The VP will play a critical role in the long‑term development and refinement of the co‑investment and structuring platforms, with a mandate to institutionalize both programs and influence enterprise‑wide capital allocation and efficiency strategies. This role will be based in our Jersey City, NJ office on a hybrid basis. Lead the development and execution of Fortitude Re's fixed income co‑investment strategy, sourcing and evaluating new opportunities across a range of fixed income sectors. Lead the management of co‑investment opportunities, including developing strategy, tracking performance, and making tactical adjustments as needed. Drive the strategic design and evolution of the co‑investment platform, identifying and prioritizing investment themes, asset manager partnerships, and sourcing models that align with long‑term enterprise objectives. Develop and maintain a roadmap for scaling the program, introducing best practices in governance, deal execution, and risk management. Develop and lead Fortitude Re's structuring solutions capabilities, identifying and executing transactions designed to enhance capital efficiency across the insurance balance sheet. This includes evaluating and implementing solutions such as collateralized financing arrangements, and other bespoke capital optimization transactions in coordination with other groups within the company. Assess capital efficiency implications of structuring decisions, incorporating regulatory capital frameworks (e.g., Bermuda/BSCR, RBC) into portfolio construction and transaction analysis to optimize risk‑adjusted returns on a capital‑adjusted basis. Conduct ongoing portfolio surveillance and performance analysis across fixed income holdings, evaluating returns, risk metrics, and attribution to identify trends, risks, and opportunities for improvement. Contribute market insights and produce investment recommendations to optimize overall portfolio construction, with an explicit lens on capital efficiency and balance sheet optimization. Collaborate with external asset managers, reinsurance counterparties, and structuring advisors to source, structure, and execute co‑investment and capital solutions transactions aligned with Fortitude Re's risk, return, and governance standards. Engage with and direct external partners, clearly communicating investment and structuring objectives and ensuring alignment with overall portfolio strategy. Present co‑investment proposals and structuring recommendations to internal governance bodies, including investment, risk, and capital committees, with confidence and the ability to respond to rigorous questioning. Lead legal document review in support of co‑investment and structuring transactions, including investment memos, term sheets, subscription agreements, reinsurance treaties, and other transaction documentation in coordination with internal counsel. Oversee co‑investment due diligence activities across internal stakeholders (investments, legal, tax, accounting, actuarial, operations), ensuring thorough and timely evaluation of each opportunity. Ensure co‑investment and structuring activities are consistent with the overall investment strategy and regulatory requirements applicable to insurance company portfolios. Oversee the preparation and delivery of regular reports on portfolio performance, risk exposures, capital efficiency metrics, and key findings to senior management and investment committees, engaging with internal teams (e.g., Risk Management, Finance, Actuarial, Investment Analytics). Provide mentorship and guidance to junior investment team members, fostering a collaborative environment; may have supervisory responsibility for analysts or other staff depending on team structure. Bachelor's degree in finance, economics, or related discipline; CFA charter holder or advanced degree strongly preferred. 10 years of experience in investment management, portfolio analysis, structured finance, or a related role, with significant exposure to fixed income investments and insurance capital solutions. Deep understanding of fixed income markets and instruments; familiarity with insurance capital frameworks (e.g. Bermuda/BSCR, RBC), reinsurance structures, or other capital efficiency mechanisms is a strong plus. Experience with structuring transactions — such as collateralized arrangements, fund financing, reinsurance structures, or similar — with an understanding of how structure impacts risk, return, and regulatory capital treatment. Strategic judgment and analytical abilities to assess investment and structuring proposals, identify risks, and make clear recommendations aligned with institutional objectives. Proficiency in portfolio performance monitoring and risk analysis, with strong command of relevant tools (e.g., advanced Excel, Bloomberg, Aladdin, or other platforms). Proven ability to manage relationships with external asset managers, reinsurance counterparties, and structuring advisors, with the ability to evaluate and influence their performance to meet our objectives. Excellent communication and interpersonal skills, including the ability to present complex investment and structuring insights to senior leadership and build effective working relationships across teams and with external partners. Experience presenting investment and structuring recommendations to senior leadership or investment and capital committees, comfort having your ideas collegially challenged, and ability to defend your rationale with rigor. Ability to manage multiple projects and deadlines in a dynamic, fast‑paced environment, demonstrating strong organizational and time‑management skills, while able to manage multiple internal stakeholders and external partners. Leadership qualities, including a proactive approach and the ability to mentor others; prior team management experience is an asset but not required. The base salary range for this role is listed below and will be commensurate with candidate experience. Pay ranges for candidates may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package. Base Salary Range $230,000 — $270,000 USD At Fortitude Re, our strength has always come from our people. Our success is deeply rooted in our ability to embrace the unique attributes, perspectives and experiences of every individual within our company. Fostering a culture of inclusion and belonging where everyone—regardless of background, race, religion, sexual orientation or gender identity—feels valued and respected is a foundation of our culture. We are committed to being an equal opportunity employer and evaluate qualified applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, diversity of thought and any other characteristic protected by applicable law. To all recruitment agencies: Unless you have been requested to work on this position, or other positions with Fortitude Re, please do not forward any resumes to Fortitude Re employees. Fortitude Re is not responsible for any fees related to unsolicited resumes. Check us out on YouTube: About Fortitude Re (youtube.com) By submitting your application, you agree that Fortitude Re may collect your personal data for recruiting purposes. For more on how we handle your personal data, please review our Applicant Privacy Notice. #J-18808-Ljbffr

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We are seeking a hands‑on Platform Architect with strong domain expertise across Custody, Wealth, and Asset Management to define, shape, and deliver modern platform architecture aligned to business and technology strategy. This role requires deep architectural capability combined with practical engineering credibility. The successful candidate will be expected to work closely with product, engineering, operations, data, and business stakeholders to design scalable, resilient, secure, and high‑performing solutions across critical platforms. This is not a purely conceptual architecture role. We are looking for someone who remains technically hands‑on, can guide engineering teams through complex implementation decisions, and is comfortable engaging from strategy through execution. Architecture Leadership: • Define and evolve platform architecture strategy for applications and services supporting Custody, Wealth, and Asset Management capabilities., • Translate business priorities, operating model objectives, and regulatory requirements into scalable architecture roadmaps., • Produce architecture blueprints, target‑state designs, integration patterns, and modernization strategies., • Ensure alignment to enterprise architecture principles, security standards, resiliency expectations, and engineering best practices., • Lead architecture reviews and provide technical governance across solution design, delivery, and platform evolution. Domain & Business Alignment: • Partner with business and product stakeholders to understand workflows, operating models, pain points, and transformation opportunities across:, • Custody operations and servicing, • Asset servicing, • Portfolio administration, • Wealth platforms and advisory capabilities, • Asset management data and investment workflows, • Client reporting, accounting, reconciliation, and operational controls, • Apply domain understanding to improve platform design, data flow, interoperability, and operational efficiency., • Support simplification and modernization of legacy workflows and platforms in highly controlled financial environments. Hands-On Technical Delivery: • Remain actively involved in engineering and solution delivery, including prototyping, design validation, code reviews, technical troubleshooting, and implementation guidance., • Work with engineering teams on API design, system integration, event-driven architecture, data patterns, cloud deployment models, and observability., • Contribute to reference implementations, proof of concepts, and reusable architecture patterns., • Help teams solve complex production, performance, scalability, and integration issues., • Cloud, Data, and AI Enablement:, • Design and support deployment of applications and platforms on Azure and/or AWS., • Drive adoption of cloud-native services, containerization, infrastructure automation, and resilient distributed architecture patterns., • Partner with data teams to design robust data architecture, data pipelines, metadata strategies, and analytics‑ready platforms., • Identify and shape use cases for AI / GenAI capabilities, including knowledge retrieval, intelligent workflow support, summarization, classification, and operational productivity improvements., • Ensure AI‑enabled solutions are practical, governed, secure, and aligned to enterprise standards. Engineering Excellence & Modernization: • Champion engineering excellence including automation, CI/CD, testing, reliability, security‑by‑design, and performance optimization., • Drive modernization of legacy applications into modular, API‑led, event‑enabled, and cloud‑compatible platforms., • Promote best practices in software design, observability, resiliency, release management, and operational readiness., • Collaborate with platform, infrastructure, security, and SRE teams to enable stable and scalable production ecosystems. Collaboration & Influence: • Work cross‑functionally with architects, engineers, platform leads, data teams, cyber/security teams, and business leaders., • Communicate architecture decisions clearly to both technical and non‑technical audiences., • Mentor engineers and junior architects, raising technical capability across teams., • Influence strategic technology decisions through expertise, credibility, and delivery focus., • Core Architecture & Engineering, • Strong experience in platform architecture, solution architecture, and distributed systems design, • Proven ability to design and deliver:, • Microservices and service‑oriented architectures, • Event‑driven systems, • API‑first platforms, • High‑availability and resilient systems, • Scalable batch and real‑time processing solutions, • Deep understanding of integration patterns, application decomposition, and modernization approaches, • Strong software engineering background with ability to engage in hands‑on technical work, • Hands‑on experience with Azure and/or AWS, including some combination of:, • Compute, storage, networking, and managed services, • Cloud‑native application design, • Kubernetes / container platforms, • Infrastructure as Code, • Deployment automation, • Security and identity integration, • Cost, resilience, and operational design considerations in cloud environments, • Strong understanding of data architecture and engineering patterns, • Experience with:, • Data modeling, • Data integration and transformation pipelines, • Metadata and lineage concepts, • Data quality and governance considerations, • Analytical and operational data use cases, • Ability to architect platforms that support both transactional and analytical workloads, • Practical exposure to AI and GenAI, such as:, • Integrating AI/ML or GenAI capabilities into enterprise workflows, • Retrieval‑augmented generation or knowledge retrieval patterns, • LLM‑enabled search, summarization, classification, or assistant use cases, • Responsible AI, model governance, and secure enterprise adoption considerations, • Working with structured and unstructured data to support intelligent applications, • 15 plus years in architecture and engineering roles within financial services or similarly complex regulated industries, • Demonstrated experience delivering technology solutions in Custody, Wealth, and/or Asset Management, • Track record of leading architecture for complex enterprise platforms and transformation initiatives, • Experience balancing strategic design with practical implementation detail, • Experience working in Agile / product‑centric delivery environments, • Strong stakeholder engagement skills across business, operations, and technology teams, • Bachelor’s degree in Computer Science, Engineering, Information Systems, or related discipline, • Advanced degree preferred but not required BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay‑for‑performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups / Females / Individuals with Disabilities / Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $136,500 and $275,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long‑term incentive packages, and company‑ sponsored benefit programs. This position is at‑will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team. #J-18808-Ljbffr

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. • Define and evolve platform architecture strategy for applications and services supporting Custody, Wealth, and Asset Management capabilities., • Translate business priorities, operating model objectives, and regulatory requirements into scalable architecture roadmaps., • Produce architecture blueprints, target‑state designs, integration patterns, and modernization strategies., • Ensure alignment to enterprise architecture principles, security standards, resiliency expectations, and engineering best practices., • Lead architecture reviews and provide technical governance across solution design, delivery, and platform evolution., • Partner with business and product stakeholders to understand workflows, operating models, pain points, and transformation opportunities across:, • Custody operations and servicing, • Asset servicing, • Portfolio administration, • Wealth platforms and advisory capabilities, • Asset management data and investment workflows, • Client reporting, accounting, reconciliation, and operational controls, • Apply domain understanding to improve platform design, data flow, interoperability, and operational efficiency., • Support simplification and modernization of legacy workflows and platforms in highly controlled financial environments., • Remain actively involved in engineering and solution delivery, including prototyping, design validation, code reviews, technical troubleshooting, and implementation guidance., • Work with engineering teams on API design, system integration, event‑driven architecture, data patterns, cloud deployment models, and observability., • Contribute to reference implementations, proof of concepts, and reusable architecture patterns., • Help teams solve complex production, performance, scalability, and integration issues., • Cloud, Data, and AI Enablement, • Design and support deployment of applications and platforms on Azure and/or AWS., • Drive adoption of cloud‑native services, containerization, infrastructure automation, and resilient distributed architecture patterns., • Partner with data teams to design robust data architecture, data pipelines, metadata strategies, and analytics‑ready platforms., • Identify and shape use cases for AI/GenAI capabilities, including knowledge retrieval, intelligent workflow support, summarization, classification, and operational productivity improvements., • Ensure AI‑enabled solutions are practical, governed, secure, and aligned to enterprise standards., • Champion engineering excellence including automation, CI/CD, testing, reliability, security‑by‑design, and performance optimization., • Drive modernization of legacy applications into modular, API‑led, event‑enabled, and cloud‑compatible platforms., • Promote best practices in software design, observability, resiliency, release management, and operational readiness., • Collaborate with platform, infrastructure, security, and SRE teams to enable stable and scalable production ecosystems., • Work cross‑functionally with architects, engineers, platform leads, data teams, cyber/security teams, and business leaders., • Communicate architecture decisions clearly to both technical and non‑technical audiences., • Mentor engineers and junior architects, raising technical capability across teams., • Influence strategic technology decisions through expertise, credibility, and delivery focus., • Strong experience in platform architecture, solution architecture, and distributed systems design., • Proven ability to design and deliver microservices and service‑oriented architectures, event‑driven systems, API‑first platforms, high‑availability and resilient systems, scalable batch and real‑time processing solutions., • Deep understanding of integration patterns, application decomposition, and modernization approaches., • Strong software engineering background with ability to engage in hands‑on technical work., • Hands‑on experience with Azure and/or AWS, including compute, storage, networking, and managed services, cloud‑native application design, Kubernetes/container platforms, infrastructure as Code, deployment automation, security and identity integration, cost, resilience, and operational design considerations., • Strong understanding of data architecture and engineering patterns., • Experience with data modeling, data integration and transformation pipelines, metadata and lineage concepts, data quality and governance considerations, analytical and operational data use cases., • Ability to architect platforms that support both transactional and analytical workloads., • Practical exposure to AI and GenAI, such as integrating AI/ML or GenAI capabilities into enterprise workflows, retrieval‑augmented generation or knowledge retrieval patterns, LLM‑enabled search, summarization, classification, or assistant use cases., • Responsible AI, model governance, and secure enterprise adoption considerations., • Working with structured and unstructured data to support intelligent applications., • 15+ years in architecture and engineering roles within financial services or similarly complex regulated industries., • Demonstrated experience delivering technology solutions in Custody, Wealth, and/or Asset Management., • Track record of leading architecture for complex enterprise platforms and transformation initiatives., • Experience balancing strategic design with practical implementation detail., • Experience working in Agile/product‑centric delivery environments., • Strong stakeholder engagement skills across business, operations, and technology teams., • Bachelor’s degree in Computer Science, Engineering, Information Systems, or related discipline., • Advanced degree preferred but not required., • Highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and a pay‑for‑performance philosophy., • Access to flexible global resources and tools for life’s journey., • Focus on health, personal resilience, and financial goals as a valued team member., • Generous paid leaves, including paid volunteer time. BNY is an Equal Employment Opportunity/Affirmative Action Employer — Underrepresented racial and ethnic groups, Females, Individuals with Disabilities, Protected Veterans. Base salary for this position is expected to be between $136,500 and $275,000 per year at the commencement of employment. Additional compensation may include commission earnings, discretionary bonuses, short‑ and long‑term incentive packages, and company‑sponsored benefit programs. This position is at‑will, and the Company reserves the right to modify base and any other discretionary payment or compensation at any time. #J-18808-Ljbffr

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Product Director, Business Capability Owner to join our Enterprise Transformation Office (ETO). This Director-level leadership role is responsible for defining the vision, strategy, optimization, and continuous improvement of an assigned business capability platform. As the Business Capability Owner (BCO), you will own both the end-to-end business processes and the technologies that enable them, applying modern product management and agile practices to maximize business value. This role serves as the primary connection between business stakeholders and Enterprise Technology & Information (ETI), ensuring that processes, technology, data, and user experience align with EisnerAmper's strategic priorities. Unlike traditional project-based roles, this position provides long-term ownership of the platform throughout its lifecycle, from strategy and roadmap development through delivery, operations, and ongoing maturity. You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Define and own the platform vision, multi-year roadmap, and product strategy aligned with enterprise priorities. Translate business strategy into a prioritized transformation roadmap. Maintain alignment between platform initiatives and measurable business outcomes. Own the end-to-end business processes for the assigned capability. Drive process standardization, simplification, automation, and continuous improvement. Identify opportunities to improve operational efficiency and user experience while ensuring compliance and controls. Advance business process maturity through defined metrics and governance. Serve as the business product owner for supporting applications and technologies. Partner with ETI and architecture teams to deliver scalable, integrated solutions. Oversee platform data integrity, reporting, integrations, and technology value realization. Own and prioritize the product backlog based on business value. Develop business requirements and user stories with clear acceptance criteria. Lead agile delivery planning in partnership with cross-functional teams. Manage platform enhancements through the Enterprise Transformation Office intake process. Lead governance for platform prioritization, funding, and enhancement decisions. Develop and manage the platform's annual Book of Work and investment roadmap. Represent the platform within enterprise planning and steering committees. Serve as the primary liaison between business leaders, operations, ETI, AI teams, and vendors. Build strong partnerships with stakeholders to gather feedback and prioritize enhancements. Manage vendor relationships, licensing, product roadmaps, and contract value. Define and monitor KPIs to measure platform health and business outcomes. Drive continuous improvement using user feedback, operational metrics, and value realization. Report platform performance to ETO leadership and governance committees. Ensure platform changes comply with regulatory, audit, security, and internal control requirements. Partner with Risk, Compliance, and Security teams to proactively manage risk. Lead and develop cross-functional teams, including business analysts, process SMEs, delivery leads, and change management resources. Foster collaboration across business functions, ETO, AI, ETI, and global delivery teams. Champion agile ways of working and a culture of innovation. Bachelor's degree required. 14+ years of experience in product management, business process ownership, enterprise transformation, or related leadership roles. Demonstrated experience leading agile product delivery and managing product roadmaps and backlogs. Strong knowledge of business process design, optimization, and enterprise technology platforms. Experience leading governance, prioritization, portfolio management, and funding processes. Excellent executive communication, stakeholder management, and influencing skills. Proven ability to balance strategic vision with operational execution while delivering measurable business value. MBA or other advanced degree preferred. Relevant product/agile certifications (e.g., SAFe Product Owner/Product Manager (POPM), Certified Scrum Product Owner (CSPO), or similar Agile certifications). Experience managing enterprise software vendors and influencing product roadmaps. Professional services experience is highly preferred, especially in supporting business development, sales, client onboarding, engagement management, or service delivery platforms. Experience leading enterprise-wide transformation initiatives within a matrixed organization. For certain markets the expected salary range for this position is between $175,000 and $225,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. The Enterprise Transformation Office (ETO) is responsible for driving enterprise-wide transformation by aligning business strategy, processes, technology, and organizational change. Through business capability ownership, agile product management, and continuous improvement, the ETO partners with Service Lines, Corporate Functions, Artificial Intelligence, and Enterprise Technology & Information to deliver scalable, sustainable business outcomes across the Firm. #J-18808-Ljbffr

DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what we can achieve. Together. The Director, Tax, working in collaboration with and in support of the firm’s strategic initiatives, is responsible for leading the firm’s domestic and global tax strategy, compliance, planning, governance, and risk management, including coordination with international counterparts to support a consistent and integrated global tax approach. This role serves as a key advisor to firm leadership on tax matters, including tax strategy, regulatory developments, partner-related tax considerations, tax risk, tax compliance, and planning opportunities across jurisdictions. The Director will oversee tax policies, controls, compliance processes, audits, and regulatory inquiries, ensuring that tax considerations are appropriately embedded in business decision-making. This role will work closely with Accounting, FP&A, Payroll, Legal, Human Resources, Operations, and international counterparts to support effective decision-making, tax compliance, and execution of the firm’s global tax strategy, while maintaining primary responsibility for the Tax function. This position can sit in our New York, Short Hills, or Chicago office and offers a hybrid work schedule. • Leads the development and execution of the firm’s domestic and global tax strategy, framework, governance, and controls through coordination with international counterparts., • Monitors legislative and regulatory changes across jurisdictions and advises leadership on potential tax impacts, risks, and planning opportunities., • Provides strategic tax guidance related to partner compensation, partner capital, tax allocations, partner reporting, and related tax considerations., • Reviews the partnership agreement and associated policy documents from a tax perspective and recommends updates to address evolving business, tax, and regulatory considerations., • Prepares and delivers executive-level presentations and analyses, including tax risk summaries, scenario modeling, planning opportunities, and strategic recommendations for firm leadership., • Acts as a trusted advisor to executive leadership by translating complex tax matters into clear, actionable business insights., • Provides oversight of tax compliance activities, audits, and regulatory inquiries, ensuring appropriate controls and processes are in place., • Represents the firm in significant audits, disputes, and interactions with tax authorities, particularly in high-risk or complex matters., • Drives partner education initiatives, including development of materials and communications related to tax matters, partner compensation, capital, and reporting., • Oversight of the payroll department- ensuring compliance of federal, state, local, and international tax compliance as well as other payroll compliance matters., • Partners closely with Accounting and FP&A leadership to evaluate the tax implications of business decisions, partner matters, financial results, forecasting assumptions, legal entity activities, and strategic initiatives., • Partners across Accounting, FP&A, Payroll, Finance, Legal, Human Resources, Operations, and international counterparts to ensure tax considerations are appropriately identified, evaluated, and addressed in business decisions., • Establishes, maintains, and enhances tax governance, tax policies, processes, and internal controls to support compliance and mitigate risk., • Advises on investment partnership matters and provides vendor oversight related to tax compliance and tax reporting., • Provides tax oversight and guidance related to foreign subsidiaries and cross-border tax matters., • Leads and manages a team of tax professionals, including coaching, mentoring, performance feedback, and professional development., • Performs other duties as assigned. Domestic and global tax compliance, planning, governance, and risk management, including experience coordinating with international counterparts. Partnership tax, partner compensation, capital, allocations, and reporting. Experience advising senior leadership on tax risks, regulatory changes, audits, and planning opportunities. Experience managing tax professionals and external tax advisors. Strong understanding of tax governance, controls, and cross-functional tax processes. Strong technical tax expertise, including partnership tax, federal, state, local, and international tax matters. Ability to translate complex tax issues into clear, executive-level insights and recommendations. Strong judgment, risk assessment, and issue-spotting capabilities. Excellent written and verbal communication skills. Ability to partner effectively with senior leadership, cross-functional teams, and international counterparts. Demonstrated ability to collaborate effectively with Accounting, FP&A, and business leadership teams to translate complex tax issues into actionable business recommendations. Strong project management skills with the ability to manage multiple priorities in a fast-paced environment. High attention to detail and commitment to accuracy, compliance, and governance. Demonstrated leadership, coaching, and team development capabilities. • Bachelor’s Degree in Tax, Accounting, Finance, Business, or related field., • Master’s Degree in Taxation, Accounting, Finance, Business, or related field., • Certified Public Accountant, Juris Doctor, or other relevant tax credential preferred., • 10+ years’ progressive tax experience, preferably within a professional services, law firm, partnership, or complex global organization., • Effectively communicate, verbally and in writing, with clients, lawyers, business professionals, and third parties., • Produce deliverables, answer phone calls, and reply to correspondence in an efficient and responsive manner., • Provide timely, accurate, and quality work product., • Successfully meet deadlines, expectations, and perform work duties as required., • Foster positive work relationships., • Comply with all firm policies and practices., • Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed., • Ability to work under pressure and manage competing demands in a fast-paced environment., • Perform all other duties, tasks or projects as assigned. Our employees are expected to embrace and uphold our firm values as a part of our DLA Piper culture. We are committed to excellence in how we represent our clients and develop our people. Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. The individual selected for this position may have the opportunity for a hybrid work arrangement comprised of remote and in-office work, the requirement for which will be determined in coordination with the hiring manager or supervisor and may be modified in the firm’s discretion in the future. The purpose of this job description is to provide a concise statement of the work elements and to organize and present the information in a standardized way. It is not intended to describe all the elements of the work that may be performed by every individual in this classification, nor should it serve as the sole criteria for personnel decisions and actions. The job duties, requirements, and expectations for this position may be modified at the Firm’s discretion at any time. This job description does not change the at-will nature of employment. Reasonable accommodations may be made upon request to permit individuals with a disability to perform the essential functions and responsibilities of the position or to participate in the job selection process. If you have a request for an accommodation during the application process, please contact careers@us.dlapiper.com. No immigration sponsorship is available for this position. The firm’s expected hiring range for this position is $245,087 - $345,926 per year depending on the candidate’s geographic market location. The compensation offered for employment will also be dependent on other factors including the candidate’s experience, skills, educational and professional background, and overall qualifications. We offer a comprehensive package of benefits, including medical/dental/vision insurance, and 401(k). Applicants who are not based in the jurisdiction in which this position is posted and who apply for this role are doing so voluntarily and are not eligible for relocation assistance. Any relocation benefits, if any, are provided only where a relocation is required at the firm’s direction and in accordance with applicable policy and law. DLA Piper is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #J-18808-Ljbffr

Job Description About Us Founded in 2005 and based in Northern New Jersey, Gomes Group is a dynamic, privately-owned collection of companies that has grown from a real estate investment firm into a diversified real estate business with a deep commitment to community and cultural appreciation. Through its ByGomes properties, Gomes Group focuses on inspiring positive change in neighborhoods like Downtown Newark and University Heights - embracing the vibrant culture that makes these communities unique. Position Overview We are seeking a highly organized and motivated Office Administrator with experience in recruiting and human resources to support daily business operations and employee management. The ideal candidate is detail-oriented, professional, and capable of handling administrative responsibilities while assisting with hiring, onboarding, and employee relations. Responsibilities Office Administration • Manage day-to-day office operations and administrative tasks, • Maintain organized records, files, and office documentation, • Coordinate meetings, schedules, and company communications, • Order office supplies and oversee general office maintenance, • Assist leadership with operational and administrative support Recruiting & Human Resources • Post job openings across hiring platforms and social media, • Screen resumes and coordinate interviews with candidates, • Assist with onboarding and new hire paperwork, • Maintain employee records and HR documentation, • Support employee engagement and internal communication initiatives, • Help ensure company compliance with HR policies and procedures Qualifications • Previous experience in office administration, recruiting, or human resources preferred, • Strong communication and interpersonal skills, • Excellent organizational and multitasking abilities, • Proficient in Google Workspace, and hiring platforms, • Ability to handle confidential information professionally, • Detail-oriented with strong problem-solving skills, • Has a CPA, • Has experience with multifamily portfolios, • Has experience with acquisitions and financing, • Can oversee multiple LLCs/entities, • Has experience with Yardi, AppFolio, MRI, or similar real estate accounting systems Preferred Skills • Experience scheduling interviews and managing recruitment pipelines, • Familiarity with onboarding processes and employee documentation, • Social media and communication skills are a plus, • Ability to work independently in a fast-paced environment Schedule & Compensation • Full-time in-person in Newark, NJ, • Compensation based on experience Equal Opportunity Employer Our company is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status. We are committed to providing a work environment that is free from discrimination and harassment and where employees are treated with respect and dignity. We believe that diversity, equity, and inclusion are critical to our success as a company and strive to create a workplace that reflects the communities we serve. All qualified applicants will receive consideration for employment without discrimination. \nCompany Description Founded in 2005 and based in Northern New Jersey, Gomes Group is a dynamic, privately-owned collection of companies that has grown from a real estate investment firm into a diversified real estate business with a deep commitment to community and cultural appreciation. Through its ByGomes properties, Gomes Group focuses on inspiring positive change in neighborhoods like Downtown Newark and University Heights - embracing the vibrant culture that makes these communities unique. Founded in 2005 and based in Northern New Jersey, Gomes Group is a dynamic, privately-owned collection of companies that has grown from a real estate investment firm into a diversified real estate business with a deep commitment to community and cultural appreciation. Through its ByGomes properties, Gomes Group focuses on inspiring positive change in neighborhoods like Downtown Newark and University Heights - embracing the vibrant culture that makes these communities unique.

Job Description REPORTS TO: CEO LOCATION: 229 South Ave. W, Westfield, New Jersey, 07909 COMPENSATION STRUCTURE: $60,000 - $84,000 Please Read This Full Job Post Before You Apply: Do you thrive on solving problems and figuring out the possible... and impossible? Do you like to research tried and true solutions on the web and then adapt those solutions to make anything you do more optimal, efficient, and doable? You'll read web pages, books, watch videos... whatever it takes... to gain what you need to quickly solve a problem. Every day. That's just who you are and how you get stuff done. Then this might be the perfect position for you.. ROLE You serve as the liaison between the CEO of Client Accelerators, and the rest of the company. This means you are responsible for executing processes and making decisions on behalf of the CEO. You will work on a one-to-one basis on a variety of tasks related to the CEO’s working and personal life. You'll work directly with our accomplished CEO who usually has his head in the clouds thinking abstractly about visionary projects and client strategies. Your sole job is to make sure that many of his day-to-day necessities are taken care of so his time is freed up for thinking, business development and executing. Given his time constraints and personality, some of his requests to you will be abstract and ambiguous. But you're an independent and critical thinker who isn't intimidated by that. You never fear asking a "stupid" clarifying question. But you also don't need step-by-step instructions and you frequently do quick research to generally educate yourself on the topic, so you can ask smarter, clarifying questions to zero in on the right approach and solution for the task at hand. To be the best executive assistant for him, you will need to be flexible, calm under pressure, a strategic thinker, and also able to work quickly when needed. The CEO's requests won't always be easy. He's always stretching and growing himself and that will mean the same for you. If you get stumped easily, this is definitely not the right job for you. He's ONLY interested in someone who thrives on being stretched, challenged, intellectually stimulated... and never broken. How This Role Is Weighted This is one role with a clear focus. Most of your time goes to a small number of core areas. Other responsibilities come up regularly but take less of your week, and a few items are occasional or seasonal. Core Responsibilities (≈60% of your time) This is the heart of the role and where you'll spend most of your week. CEO Time & Calendar Management • Pre-plan the CEO's calendar weekly (complete by EOD Friday or Monday 9am)., • Filter, prioritize, and delegate the 80% of incoming requests that don't need the CEO., • Debrief the CEO at the start of each day on items needing his input., • Keep non-urgent interruptions to fewer than 5 per week.Project & Meeting Coordination, • Take meeting minutes for the Weekly Executive Meeting, and document project status to hold attendees accountable., • Act as liaison between the CEO and the leadership team — capture what they need from him and book the time on his calendar., • Keep Asana updated and accurate (Monday / Wednesday / Friday at minimum)., • Manage projects on behalf of the CEO so KPIs and deadlines are met.Communications, • Handle all incoming communication on behalf of the CEO — email, Slack, YouTube, Facebook, Instagram., • Respond to all social media and email inquiries by EOD each day, escalating only what needs his judgment., • Draft letters, documents, and correspondence on his behalf.Supporting Responsibilities (≈30% of your time) Important and recurring, but not where most of your week lives. Personal Finance & Banking • Coordinate with the CPA, banks, and lenders., • Monthly reconciliation of personal financial transactions., • Ensure 100% of bills are paid on time., • Deliver a weekly cash flow update and a monthly financial summary by the 5th.Real Estate Portfolio Coordination, • Maintain rent roll accuracy and log rent collection within 72 hours., • Track tax, mortgage, and insurance deadlines so none are missed., • Coordinate maintenance requests within 48 hours of receipt., • Deliver a quarterly portfolio summary.Travel & Logistics, • Organize travel and complex itineraries — including multi-stop, international, and points-optimized trips., • Research and book lodging, transportation, and reservations.Occasional Responsibilities (≈10% of your time) Comes up in cycles or on an as-needed basis. Not a daily burden, but part of the scope. Household & Personal Support • Maintain a rolling meal plan and keep home/office food and supplements stocked., • Prepare a fresh meal per day on days the CEO has requested it., • Coordinate dog care: daily walks, feeding schedule, grooming, vet visits, and boarding when the CEO travels., • Research and purchase gifts for business and personal occasions.Special Projects, • Office asset cataloging and inventory control (one-time build-out in the first 30 days, then maintenance)., • Assist with new initiatives as they come up — funnel launches, book launches, vendor onboarding, hiring projects., • Adapt contract templates and coordinate revisions with the company's lawyer.What This Job Actually Feels Like A few real examples so you can picture the work: • Admin: "Clean up my Asana so it only shows what I haven't completed, sorted by due date and priority.", • Travel: "Book a complex multi-stop international trip. Compare business vs. economy on the long legs and check whether points can lower the total cost.", • Vendors: "We have 100+ domains on Network Solutions and the renewals are getting expensive. Figure out how to move them to GoDaddy at a bulk discount.", • Legal: "Adapt this contract template to include these points, then coordinate with our lawyer to finalize.", • Hiring support: "Source 3 assistants for our top media buyers from the Philippines and help us run them through the hiring process.", • Real estate: "Find 3 brokers in these specific areas who can send us multi-family deals matching our investment parameters."What Success Looks Like, • The CEO spends his time on the top 20% of activities that move the company forward — the rest is handled or delegated., • His calendar is pre-planned every week so his time is fully optimized., • Personal and business appointments run smoothly, accounting for drive times and spacing., • All inquiries are screened and either handled directly or escalated with context., • Asana is current Monday/Wednesday/Friday and all action items are tracked., • Social media and email inquiries are responded to by EOD each day.Who You Are, • A strong, proactive problem solver who'd rather figure something out than wait for instructions., • Calm under pressure and able to shift gears when priorities change., • Detail-oriented with strong follow-through — you don't drop balls., • A clear written and verbal communicator who can "manage up" when the situation calls for it., • Comfortable owning operational systems and improving them as you go., • Quick to learn new software and tools., • Genuinely energized by variety and breadth — this role spans business and personal, strategic and tactical.RequirementsExperience, • Minimum 2+ years supporting a C-level executive, founder, or business owner., • Background in consulting, operations, chief-of-staff work, or executive support preferred (not required to be from a top-tier firm)., • Bachelor's degree., • Proficient with Microsoft Office and able to pick up new software quickly., • Proven track record in a fast-paced, dynamic environment.Schedule, • Monday – Friday, in-office at our Westfield, NJ location., • "On call" expectations: you'll need to be reachable by phone or Slack for genuine urgencies outside business hours (e.g., last-minute travel change, property emergency). This is not a 24/7 expectation — most evenings and weekends are yours., • Occasional weekend availability for travel coordination or time-sensitive projects (a few times per quarter, not weekly). Requirements REQUIREMENTS • Works well under tight deadlines and pressing situations, • Ability to adapt to a fast growing company and changing/moving up of role, • Operationally excellent, • Ability to “manage up” the CEO and give assertive directions when it’s best for the company, • HIGH managerial skills, • Ability to design organizational systems on behalf of CEO, • HIGH communication skills, • Ability to learn software quickly, • Efficient with email, phone, scheduling, etc.., • Able to consistently maintain a positive attitude and reflect the demeanor of CEOCOMMUNICATION CYCLEDAILY, • Communications on priority items via Slack with CEO, • Communications with CEO’s Direct Reports on short or priority items via Slack, • Long-form questions or requests, as well as low-priority items, are consolidated as best possible and communicated via Email, with potential for follow-up via Voxer, • All requests / responsibilities are added to the Asana board and updated daily, • Asana board is up to date Monday/Wednesday/FridayWEEKLY, • Asana is updated by EOD Friday each week., • Attends all meetings requested, including but not limited to (subject to change):, • Weekly & Monthly Strategic Team Meetings, • Weekly Executive Meeting, • Predefined 1:1s between CEO and certain Direct ReportsSchedule:, • Monday to Friday, • On call, • Weekend availabilityExperience: Hard Qualifications: • Minimum of 2+ years experience supporting a C-level executive or business owner, • Excellent interpersonal skills with the ability to work well with individuals at all levels of the company, • Demonstrated proficiency with Microsoft Office Suite including Word, Excel and PowerPoint, • Proven ability to perform in a fast-paced, dynamic environment, • Ability to handle multiple high priority tasks at a time without losing focus on daily responsibilities Soft Qualifications: • Strong business acumen, • Self-directed, flexible and enthusiastic with a focus on Results, • Exceptionally strong time management and organizational skill set, excellence in both written and verbal communication with superior follow-through skills, • Proactive in nature with the ability to multitask while still providing a high attention to detail and deadlines, • Excellent analytical and problem solving skills with the ability to “think on your feet” WHO ARE WE? Client Accelerators is the 'go to' company for coaches, consultants, experts, & authors who want to achieve sustained growth through paid acquisition channels like YouTube, Facebook, TikTok & Google. We were the 207th fastest growing company on the Inc 5000 list last year, and have had record growth for an advertising agency, growing an incredible 2,574% over the past 3 years. We’ve been able to have this record growth because of the incredible results we’ve been able to get for our clients, which has allowed us to speak on stages all over the world on our strategies & tactics to doubling, tripling or even 10x their profits by working with us. We take a hands-on approach to growing each client we bring in by scripting all of their creatives, video production, tracking, & running their ads on these channels to hit agreed upon targets. Our proven approach has allowed us to spend over $150 Million Dollars & generate over $300 Million Dollars in verified sales in the past 5 years. Currently, our company is focused on founder-led businesses across the e-learning, SaaS and service-based internet space. We believe great people are at the center of every successful business. Employees are provided a full suite of benefits, including competitive compensation, healthcare, unlimited paid time off and access to world class training material. What makes Client Accelerators so different? For one, our founder, Mike Buontempo is a consultant himself, who has been consulting with different companies & entrepreneurs for the past 13 years. Our vision is to attract and hire the very best people to help our clients grow profitably and systematically through paid media. Client Accelerators Core Values • We are problem solvers: If you spot a problem in our company or a client’s company, provide a solution. There’s millions of problems, and not as many problem solvers, be the solution., • Open Source Code: We share what’s working with everyone, • Empty The Bucket: Picture this, if you just spent two hours cleaning your car, you put all of the cleaning materials away, but you notice you missed a spot. What do you do? You go back, get everything back out, and complete the job to perfection, • We’re a ‘TEAM’ not a Family: Leaders at CA hire, develop, and cut smartly, so we have Superstars at every position, • Ownership Thinking: Going out of your way to make sure your actions and the actions of your peers are in the best interest of the company, • Being The Best: Mastering your domain so you’re the best in the world at it Benefits • Competitive Salary Package with bonus structure, • Unlimited PTO, • Great career growth opportunity - You’ll be working with ‘A’ players in Operations, Sales, Creative, and Media Buying, • Company Leadership Events and Industry Conferences

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Tax Manager or Senior Manager to join our Accounting Methods and Credit Services practice. Responsibilities: Conduct research and development (R&D) tax credit consulting and project management Manage R&D tax credit studies and related activities Develop and sustain excellent client relationships during delivery of R&D tax credit services Provide R&D tax credit quality assurance, engagement reviewer and exam support Perform engagement management activities including billing analysis, invoicing, and engagement setup Draft opinion letters, responses to IRS inquiries, IRS ruling requests and writing other technical memoranda Additional Responsibilities for Senior Manager: Engage in an active role in new business development, including add-on business Assist other R&D Project Managers with the delivery of engagements as needed, including research and writing regarding technical issues Qualifications: Minimum five years of recent experience conducting and managing R&D tax credit consulting projects in a large accounting firm, corporation, or law firm Bachelor's degree from an accredited college/university Licensed CPA, JD/LLM or completion of an advanced degree or professional certification/designation including: MBA (Masters of Business Administration), MCM (Masters of Construction Management), PHDE (PhD of Economics), PHE (Doctor of Engineering), ME (Masters of Engineering), MSRE (Masters of Science-Real Estate), AIA (Member, Amer Inst of Architects), Enrolled Agent, LEED (Leadership, Energy & Environmental Design) Certification, PE (Professional Engineer), or SIX SGMA (Six Sigma) Certification, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list Solid verbal and written communications skills with the ability to evaluate and articulate complex information; proficient in the use of Microsoft Word, Excel and Access and use of the internet Experience managing multiple client engagements and client service teams Technical skills and experience with research and development deduction and credit Internal Revenue Code sections (including, but not limited to, sections 174 & 41), corresponding regulations and relevant judicial and administrative authority Additional Qualifications for Senior Manager: Minimum eight years of experience in federal income taxes within a public accounting firm or corporation Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M323B326 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

On the Internal Audit Associate Team, you will have the opportunity to take your career to the next level in our industry-leading audit practice and accelerate your career development through hands-on experience, immersive learning opportunities, and coaching. As an internal audit associate in Internal Audit, you will also receive dedicated training, mentoring and career development with the opportunity for promotion to a Senior Auditor role on one of our Internal Audit teams in the future, based on performance and demand. You will build diversified experiences working with the firm's Internal Audit teams, including Asset & Wealth Management, Commercial Banking, Consumer & Community Banking, Corporate & Investment Banking, Global Technology, Corporate Functions and Internal Audit Practices, where you will perform continuous monitoring of business activities and assess emerging trends impacting the control environment, communicate audit findings to management and identify opportunities for improvement in the design and effectiveness of key controls. Internal Audit is an independent function at JPMorgan Chase that aims to enhance and protect the firm by providing risk-based and objective assurance, advice and insight. We work with every Line of Business and Corporate Function to assess the internal control processes that drive our global business identifying areas of improvement to help safeguard the firm. Using cutting-edge audit technology, data, methodology and sound judgement, we bring a systematic and disciplined approach to evaluating and improving the effectiveness of governance, risk management and controls. We're proud of our reputation for excellence, integrity and collaboration. Our priorities of strong governance, transparency and strategic engagement, along with our people-first culture centered around diversity, opportunity, inclusion, teamwork, career progression and continuous learning, have helped us create a coveted workplace where everyone feels like they belong. Our global team is made up of more than 1,200 talented and passionate individuals in more than 20 countries around the world. Job Responsibilities • Participate in audit activities from planning to reporting by engaging with colleagues and stakeholders to evaluate and report on the design and operating effectiveness of management's controls, • Communicate audit findings to management and identify opportunities for improvement, • Create and maintain collaborative working relationships with stakeholders, while providing independent challenge, • Accelerate your career development by participating in immersive learning, coaching and mentoring opportunities., • Foster meaningful relationships with team members and a culture that encourages integrity, respect, excellence and innovation, • Remain up to date with evolving industry and regulatory developments impacting the firm, • Seek efficiencies in the audit process through automation Required Qualifications, Capabilities and Skills • 2+ years of internal or external auditing experience, or relevant business experience, • Bachelor's degree (or related financial experience) in Accounting, Finance, or related discipline, • Understanding of internal control concepts with the ability to evaluate and determine the adequacy of control design and operating effectiveness, • Ability to effectively and efficiently execute audit testing and complete audit workpaper documentation, • Adaptive to changing business priorities and ability to multitask in a constantly changing environment Preferred Qualifications, Capabilities and Skills • Prior experience with Big 4 accounting firm and/or internal audit department in financial services industry is a plus, • CPA, CIA, CISA and/or Advanced Degree in Technology, Finance or Accounting, • Excel or Alteryx skills and experience with data analytics, • Specialized knowledge related to fiduciary risk, anti-money laundering, model risk, or other areas of specialization is a plus. To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. The Audit department provides independent assessments to evaluate, test and report on the adequacy and effectiveness of our governance, risk management and internal controls. The team's priorities are focused on strong governance, transparency, strategic engagement, and fostering a diverse and inclusive culture that develops our talent.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking an Experienced Manager to join our State and Local Tax (SALT) practice. We are seeking someone who thrives in a growing environment and at providing clients with exceptional services. • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry, • You will have the flexibility to manage your days in support of our commitment to work/life balance, • You will join a culture that has received multiple top "Places to Work" awards, • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions, • We understand that embracing our differences is what unites us as a team and strengthens our foundation, • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work, • Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts Consulting and Planning • Advise clients on various multistate income tax issues, including apportionment, nexus, individual residency, audit defense, and pass-through entity tax (PTET), • Support income tax planning and restructuring projects, • Review and consult on pass-through entity issues, including elections, investor qualifications, and tax base for residents and nonresidents, • Advise on multistate implications of legislative and regulatory developments affecting income tax, • General indirect tax consulting as needed (sales/use tax, gross receipts tax) Research & Writing • Conduct research and writing projects related to income tax planning, restructuring, and accounting for income taxes, • Research and writing in support of technical income tax positions and client deliverables, • Research and analyze state income tax legislation and assess client impact, • Draft articles regarding trending topics and noteworthy developments Transaction Advisory • Advise buyers and sellers on structuring transactions in a tax-efficient manner, • Lead state income tax due diligence in connection with mergers, acquisitions, and other transactions, • Advise transacting parties on reporting the transaction and tax equalization payments, • Identify post-transaction restructuring opportunities to optimize the client's go-forward state tax position, • CPA, JD, or Masters in Tax, • 6+ years of experience in state taxation, • 2+ years of supervisory experience, • Proficient in Excel and generative AI tools, • Master's degree in Tax or equivalent field, • Master of Laws (LL.M.) in Taxation, • Experience with tiered flow-through entities and investment vehicles, • Experience with state tax controversy and audit defense, • Deep technical knowledge of NYS and NYC tax regimes, • Ability to supervise and lead team members, • Growth oriented We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. #LI-TJ1 #LI-Hybrid Iselin

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026. The Financial Reporting Manager will be responsible for leading the analysis, preparation, and delivery of consolidated financial reports for clients of Rockefeller Global Family Office. This individual will manage a team of four financial reporting professionals while maintaining direct involvement in complex client reporting, financial analysis, and special projects. This role will serve as a key leader within Rockefeller Private Office, ensuring accuracy, consistency, and exceptional service delivery while fostering team development and operational excellence. • Lead, mentor, and develop a team of four Financial Reporting professionals, providing coaching, performance management, training, and career development support., • Oversee the preparation and review of balance sheets, profit and loss statements, consolidated financial reports, and ad hoc analytical reporting for ultra-high-net-worth clients., • Establish and maintain quality control standards, ensuring the accuracy, consistency, and timeliness of all client deliverables., • Manage team workload, priorities, and resource allocation to ensure service levels and deadlines are consistently met., • Remain actively involved in the preparation and review of complex client financial reports and analyses., • Gather, analyze, and reconcile client financial information across multiple investment institutions, including alternative investments, fixed income securities, cash flow reporting, budgets, and income reporting., • Partner closely with Wealth Planning, Client Advisors, and other stakeholders to address client reporting needs and deliver actionable financial insights., • Drive process improvements, reporting efficiencies, and best practices across reporting systems and workflows., • Serve as a subject matter expert on client reporting methodologies, financial reporting standards, and reporting technology platforms., • Act as the final reviewer and escalation point for complex reporting issues and client inquiries., • Participate in strategic initiatives and special projects to enhance the reporting function and overall client experience., • Bachelor's Degree in Accounting, Finance, or related field required; CPA strongly preferred., • 15+ years of relevant accounting, financial reporting, or family office experience., • Prior experience leading, supervising, or mentoring financial professionals., • Strong understanding of investment assets and related reporting, including equities, fixed income, alternatives, and partnership investments., • Experience managing multiple priorities and deadlines in a client service-oriented environment., • Experience with fixed income and alternative investments strongly preferred., • Demonstrated leadership and people management capabilities., • Strong accounting, financial reporting, and analytical skills., • Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook); proficiency with financial reporting and accounting systems., • Advanced QuickBooks Online or other general ledger platform skills., • Ability to lead through influence while remaining highly hands-on in day-to-day deliverables., • Exceptional attention to detail and commitment to quality., • Strong project management and organizational skills., • Effective communication and relationship management skills., • High level of integrity, professionalism, and discretion when handling confidential information. The anticipated base salary range for this role is $175,000 to $200,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics"). Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Vice President, Commercial & Investment Bank Treasury Planning & Analysis Join our Commercial & Investment Bank Treasury team to manage forecast and budget processes which support managing business activities to align with Treasury strategies across funding, capital and liquidity. This is an exciting opportunity to work in a dynamic and strategic role within the Corporate Investment Bank Treasury group, where you will play a crucial part in optimizing performance and shaping the future of the organization. As a Vice President in the Commercial & Investment Bank Treasury Planning & Analysis team, you will be responsible for execution of management reporting, forecasting, multi-year budget processes and analysis of liquidity metrics. You will collaborate with various stakeholders to optimize performance and utilization of balance sheet and liquidity resources while adhering to regulatory constraints, internal controls, and business objectives. • Develop and execute daily and weekly liquidity management reporting, • Coordinate with CIBT Liquidity Analytics, Liquidity Controllers, Deposit Analytics, regional teams and CIB Line of Businesses ("LOBs") controllers to understand drivers for CIB's liquidity profile trend, • Craft messaging and analysis for monthly and quarterly senior-level overviews which articulate CIB liquidity usage with reference to the underlying business drivers and methodology/policy updates, • Support execution of the CIB's liquidity forecast according to Liquidity Coverage Ratio ("LCR"), Net Stable Funding Ratio ("NSFR") rules and firm's internal Stress Liquidity framework, • Support ad-hoc requests from Treasury & CIO and LOBs related to liquidity commentaries and forecast, • Liaise, partner and build strong relationship with key stakeholders across TCIO, Markets FRM group, Risk, P&A and LOB controller teams, • Work with transformation team to automate and streamline overall execution of management reporting and forecasts including implementation of proper controls, • Bachelor's degree or equivalent in Accounting, Finance, Business Administration or related field, • 5-10yrs of relevant experience, • Good knowledge of stress liquidity concepts, • Strong understanding of CIB Balance Sheet products and core lines of business, • Proficiency in Excel and PowerPoint, • Strong stakeholder management and excellent communication/ listening skills, • Results orientated without compromising control and detail, • Experience in Planning & Analysis, Reporting or Controlling roles a plus, • Ability to handle multiple tasks simultaneously and efficiently/ thrives on challenges in a fluid working environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Senior Specialist, Corporate ActionsAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.We’re seeking a future team member for the role of Senior Specialist, Corporate Actions to join our team. This role is located in Jersey City, NJ.In this role, you’ll make an impact in the following ways: Responsible for the end-to-end processing of mandatory and voluntary corporate action events and related custody and accounting processing requirements. Responsible for managing and controlling high levels of risk and liability inherent in the various functions and for reconciliation activities, client reporting, and probation on transactions.Meets with organizational units/teams to ensure corporate action events are addressed appropriately. Determines impact of moderately complex events and disseminates information regarding events to investors and client accounts. Integrates in-depth area knowledge with a solid understanding of industry standards and practices to provide client solutions. Responsible for reviewing cash reconciliations, security and suspense transactions reviews adhering to established quality control measures and procedures.Responsible for researching and responding to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub-custodians, and/or custodians. Works on multiple systems to perform complex corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties, and posting online cash and security transactions.Participate in the development of documentation that is circulated to the market.Serves as a resource for less experienced staff, expected to have a strong understanding of all corporate action procedures, corporate action events, and market practices.No direct reports but may provide guidance to less experienced team members. May have people management responsibilities in some geographies. Contributes to the achievement of related teams’ objectives.To be successful in this role, we’re seeking the following: Bachelor’s degree in a related discipline or the equivalent combination of education and experience is preferred. Strong understanding of the corporate action lifecycle (specifically voluntary reorganizations). 5-7 years of total work experience preferred. Experience in financial services or corporate actions is preferred. Applicable local/regional licenses or certifications as required by the business.At BNY, our culture speaks for itself, check out the latest BNY news at:BNY NewsroomBNY LinkedIn Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025Our Benefits and Rewards:BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn Here’s a few of our recent awards:America’s Most Innovative Companies, Fortune, 2025World’s Most Admired Companies, Fortune 2025“Most Just Companies”, Just Capital and CNBC, 2025Our Benefits and Rewards:BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting. Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.Full timePosting Date: 2026-06-24

The successful candidate will work within the AWM (Asset & Wealth Management) Public Product Control team, which is responsible for oversight of private debt and equity valuation covering $23bn market value within the growing Private Credit Group and Business Development Company ("BDC") platform. They will be responsible for the price verification of private investments; primarily private debt. They will interact with Controller's management, the portfolio management team and traders, as well as support areas such as Operations, Risk, Technology, Fund Accounting, Legal, Compliance and Investor Relations. They will be responsible for investor and regulatory reporting. Principal Responsibilities: • Responsible for oversight of quarterly valuation process for private debt and equity positions, including financials statement analysis, yield analysis and discounted cash flow and market approaches, • Involvement in independent third-party valuation processes, • Involvement in external/internal Audit review process, • Responsible for investor and regulatory reporting including MD&A disclosures for financial statements, • Responsible for valuation committee presentations, • Daily interaction with portfolio managers, Fund Accounting & Operations, • Understand SOX 404 framework and document supporting evidence of key SOX controls to ensure correct levels of control and independence are in place, • Develop a broad understanding of credit markets and the BDC industry Qualifications: • Degree in Finance / Accounting, CPA/CFA or MBA preferred, • 4-6 years relevant work experience (public and/or private), • Working knowledge of Private Equity and Private Debt valuations, including knowledge of market approach, DCF, liquidation approach etc., • Strong understanding of WACC, CAPM and Contingent Claims Analysis models, • Strong understanding of Fixed Income and Equities markets and the alternative investment management industry, • Extensive Microsoft Office experience (Excel/PowerPoint/Outlook), • Strong understanding of valuation accounting disclosures, • Strong interpersonal (verbal and written communication) skills, including experience presenting/communicating with senior managers, • Ability to work within a team environment, • Strong analytical and organizational skills, • Results driven and great multitasking skills Salary Range The expected base salary for this Jersey City, NJ, United States-based position is $85000-$140000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

Job Summary:The successful candidate will work within the AWM (Asset & Wealth Management). Public Product Control team, which is responsible for oversight of private debt and equity valuation covering $23bn market value within the growing Private Credit Group and Business Development Company (“BDC”) platform. They will be responsible for the price verification of private investments; primarily private debt. They will interact with Controller’s management, the portfolio management team and traders, as well as support areas such as Operations, Risk, Technology, Fund Accounting, Legal, Compliance and Investor Relations. They will be responsible for investor and regulatory reporting.Principal Responsibilities:Responsible for oversight of quarterly valuation process for private debt and equity positions, including financials statement analysis, yield analysis and discounted cash flow and market approachesInvolvement in independent third-party valuation processesInvolvement in external/internal Audit review processResponsible for investor and regulatory reporting including MD&A disclosures for financial statementsResponsible for valuation committee presentationsDaily interaction with portfolio managers, Fund Accounting & OperationsUnderstand SOX 404 framework and document supporting evidence of key SOX controls to ensure correct levels of control and independence are in placeDevelop a broad understanding of credit markets and the BDC industryQualifications: Degree in Finance / Accounting, CPA/CFA or MBA preferred4-6 years relevant work experience (public and/or private)Working knowledge of Private Equity and Private Debt valuations, including knowledge of market approach, DCF, liquidation approach etc.Strong understanding of WACC, CAPM and Contingent Claims Analysis modelsStrong understanding of Fixed Income and Equities markets and the alternative investment management industry Extensive Microsoft Office experience (Excel/PowerPoint/Outlook)Strong understanding of valuation accounting disclosuresStrong interpersonal (verbal and written communication) skills, including experience presenting/communicating with senior managersAbility to work within a team environmentStrong analytical and organizational skillsResults driven and great multitasking skillsSalary Range The expected base salary for this Jersey City, NJ, United States-based position is $85000-$140000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.Posting Date: 2026-07-29

Join our Commercial & Investment Bank Treasury team to manage forecast and budget processes which support managing business activities to align with Treasury strategies across funding, capital and liquidity. This is an exciting opportunity to work in a dynamic and strategic role within the Corporate Investment Bank Treasury group, where you will play a crucial part in optimizing performance and shaping the future of the organization. As a Vice President in the Commercial & Investment Bank Treasury Planning & Analysis team, you will be responsible for execution of management reporting, forecasting, multi-year budget processes and analysis of liquidity metrics. You will collaborate with various stakeholders to optimize performance and utilization of balance sheet and liquidity resources while adhering to regulatory constraints, internal controls, and business objectives. Job responsibilities: • Develop and execute daily and weekly liquidity management reporting, • Coordinate with CIBT Liquidity Analytics, Liquidity Controllers, Deposit Analytics, regional teams and CIB Line of Businesses ("LOBs") controllers to understand drivers for CIB's liquidity profile trend, • Craft messaging and analysis for monthly and quarterly senior-level overviews which articulate CIB liquidity usage with reference to the underlying business drivers and methodology/policy updates, • Support execution of the CIB's liquidity forecast according to Liquidity Coverage Ratio ("LCR"), Net Stable Funding Ratio ("NSFR") rules and firm's internal Stress Liquidity framework, • Support ad-hoc requests from Treasury & CIO and LOBs related to liquidity commentaries and forecast, • Liaise, partner and build strong relationship with key stakeholders across TCIO, Markets FRM group, Risk, P&A and LOB controller teams, • Work with transformation team to automate and streamline overall execution of management reporting and forecasts including implementation of proper controls Required qualifications, capabilities, and skills: • Bachelor's degree or equivalent in Accounting, Finance, Business Administration or related field, • 5-10yrs of relevant experience, • Good knowledge of stress liquidity concepts, • Strong understanding of CIB Balance Sheet products and core lines of business, • Proficiency in Excel and PowerPoint Preferred qualifications, capabilities, and skills: • Strong stakeholder management and excellent communication/ listening skills, • Results orientated without compromising control and detail, • Experience in Planning & Analysis, Reporting or Controlling roles a plus, • Ability to handle multiple tasks simultaneously and efficiently/ thrives on challenges in a fluid working environment

Auditing Vice President Join a high-visibility Markets Audit team where you will work directly with Front Office stakeholders and help strengthen governance and operational excellence. You will provide audit coverage across J.P. Morgan's Equities franchise, spanning dynamic business areas: Volatility including exotic and structured derivatives, correlation products, convertible bonds, and corporate hedging solutions and Cash Equities encompassing high-touch single stock execution, program trading, and algorithmic and electronic trading capabilities. You will assess risks across complex product structures, automated execution platforms, partnering with Front Office to strengthen controls across the full trading lifecycle As a Vice President on the Markets Audit team within Commercial & Investment Banking, you will lead and execute risk-based audit coverage across the Market Equities business and related activities partnering with Front Office, Technology, Data Analytics, and global Audit colleagues to assess key risks and evaluate the control environment. Your insights and recommendations will be presented directly to senior leaders, helping drive improvements that strengthen governance and operational resilience. This Vice President role sits within the Markets Audit team in Commercial & Investment Banking, with direct audit coverage of the Market Equities business. The position provides high visibility and frequent engagement with Front Office leadership across Equities trading and related activities. The mandate is to lead risk-based audit work, assess the control environment across complex products and automated execution platforms, and deliver clear, actionable insights to senior management. Success requires strong audit execution, sound risk judgment, and the ability to influence control improvements across a global stakeholder set. • Lead and execute audit activities (e.g., audits, regulatory validations, risk assessments), delivering high-quality work on time., • Partner with Front Office stakeholders to understand business activities, identify key risks, and assess the control environment., • Collaborate with global Audit colleagues and partners across Technology, Data Analytics, regional teams, and lines of business., • Apply risk-based judgment to evaluate controls, document conclusions, and finalize audit findings and ratings., • Communicate audit results, insights, and recommendations to senior management in clear, actionable terms., • Monitor regulatory developments, industry trends, and emerging risks to inform audit coverage and perspectives., • Contribute to a culture of integrity, inclusion, continuous learning, and high performance through active teamwork, • 7+ years of internal/external audit experience or relevant financial services business experience., • Bachelor's degree or equivalent practical experience in financial services., • Strong project leadership and teamwork skills, with ability to manage deliverables across multiple stakeholders., • Knowledge of internal controls and ability to assess business and technology risks., • Strong analytical skills, including ability to identify control gaps and assess impact and root cause., • Excellent written and verbal communication skills, including experience presenting complex issues to senior leaders., • Self-directed and adaptable, with ability to operate effectively in a fast-paced, changing environment., • Professional certification (CPA, CIA) or finance/accounting background with willingness to pursue certification., • Experience working as part of a global team across regions and time zones. To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. The Audit department provides independent assessments to evaluate, test and report on the adequacy and effectiveness of our governance, risk management and internal controls. The team's priorities are focused on strong governance, transparency, strategic engagement, and fostering a diverse and inclusive culture that develops our talent.

Step into a client-facing leadership role where you'll manage key private equity fund relationships and oversee the full spectrum of alternative investment fund accounting, from capital activity and waterfalls to financial reporting and audits. You'll also play a hands-on role in developing junior talent, shaping team performance, and ensuring high-quality delivery across complex, deadline-driven client engagements. This is an opportunity to deepen your expertise in private markets while building leadership experience in a collaborative, fast-paced environment. Locations: New York, NY (hybrid), Boston, MA (hybrid) and Union, NJ (hybrid) SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. How You Will Make an Impact • Manage one or more key client relationships, ensuring timely delivery of all fund accounting and reporting deliverables, • Apply strong expertise in alternative investment fund accounting, with a focus on private equity limited partnerships, • Lead and develop junior staff, including setting goals, providing ongoing coaching, and contributing to performance reviews, • Review fund governing documents (LPA, offering documents, side letters, IMAs) to ensure accurate application of fund terms, • Oversee and review all transaction activity, including capital calls, distributions, accruals, and valuation adjustments, • Prepare and review workpaper files, capital account statements, investor allocations, and management fee calculations, • Build and maintain distribution waterfall models in accordance with fund terms, • Review financial statements, supporting schedules, and disclosures for accuracy and completeness, • Support and coordinate the year-end audit process in partnership with clients, auditors, and internal teams, • Assist with tax reporting support and other client deliverables as needed, • Manage client expectations and coordinate timelines with internal teams to ensure consistent, high-quality delivery, • Contribute to broader team and firm initiatives, supporting continuous improvement and operational excellence Required Experience • Bachelor's degree in Accounting or related field, • 7 + years of experience in accounting, with a focus on alternative investment funds private equity experience/fund of funds, • 2+ years of management/supervisory experience What Sets You Apart • CPA designation a plus, • Knowledge of US Generally Accepted Accounting Principles and other comprehensive basis of accounting, with an emphasis on investment partnerships, • Experience supervising one or two junior professional staff, • Provide significant input into hiring and termination decisions as well as providing continuous performance feedback to staff, • Hands-on management style with strong leadership skills and ability to develop junior staff, • Demonstrated project management skills with the ability to multi-task, • Excellent interpersonal and communication skills, • Proficiency in Microsoft Office suite, with advanced Excel skills, • Sungard Investran experience a plus, • Team player mentality with the ability to work independently SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity. Applications will be accepted on an ongoing basis until the position is filled. SS&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.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper has experienced significant growth and is seeking a Tax Director for our Financial Services State & Local Tax team. In this role you will be involved both in new business opportunities as well as servicing existing long standing clients in a compliance/consulting role. You will also be involved in thought leadership opportunities, technology initiatives, as well as developing and mentoring staff. • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry, • You will have the flexibility to manage your days in support of our commitment to work/life balance, • You will join a culture that has received multiple top "Places to Work" awards, • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions, • We understand that embracing our differences is what unites us as a team and strengthens our foundation, • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work, • Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts, • Building a Financial Services State and Local Tax group, • Multistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation, • Residency issues, • State tax consulting, including nexus and taxability studies, • Audit defense, • Research and writing, • Due diligence, • Coordinating and collaborating with other in-house tax professionals, as well as clients, • Reviewing and consulting on pass-through entity issues including estimated payment, withholding and composite tax calculations as well as investor packages including state K-1s and grids and related filings, • Researching and analyzing state tax legislation and analyzing the impact to clients, • Assisting with various tax consulting projects including research and writing projects related to tax planning, restructuring, and accounting for income taxes, • Bachelor's degree in Accounting or equivalent field, • CPA, EA, or JD, • 10 + years of experience in state taxation, • 5+ years of supervisory experience, • Financial Services and Asset Wealth Management client experience within SALT, • Master's degree in Accounting or equivalent field, • State income tax experience, • Experience with state tax planning, tax research, and tax analysis, • Experience with tiered flow-through entities and investment vehicles We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. As the largest service line within the firm, EisnerAmper's Tax Group doesn't only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way. A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs. Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients. EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with nearly 4,500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com #LI-TJ1 #LI-Hybrid New York

Job DetailExperience Level Sr LevelDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000018626Salary Type AnnuallyIndustry InsuranceSelling Points Lead impactful investment accounting operations in a hybrid work environment. Collaborate with experts to enhance financial processes and reporting. Develop your expertise in U.S. GAAP and Statutory Accounting standards.Job DescriptionOverviewLead investment accounting operations, ensuring compliance with U.S. GAAP and Statutory Accounting standards.Provide strategic guidance and mentorship to team members for optimal performance and growth.Oversee daily accounting operations and monthly financial closes for diverse investment portfolios.Prepare accurate financial disclosures and external reporting documents adhering to regulatory requirements.Collaborate with cross-functional teams to enhance accounting processes and resolve system-related challenges.Conduct research on technical accounting matters and provide insights on complex investment transactions.Participate in projects involving investment accounting software implementations and upgrades.Stay informed on market trends and evolving accounting practices to ensure compliance and innovation.Key Responsibilities & DutiesMonitor and manage monthly and quarterly financial closes for investment portfolios.Provide day-to-day leadership and issue resolution for accounting staff.Drive process improvements for recording and reconciling journal entries efficiently.Ensure accurate U.S. GAAP and Statutory accounting entries for alternative investments.Prepare detailed analyses supporting financial reporting and external inquiries.Coordinate workflows with other supervisors and communicate resolutions effectively.Provide investment-related data for surveys and external ratings.Maintain expertise in market trends and accounting standards to ensure compliance.Job RequirementsBachelor’s degree in Accounting required; CPA certification preferred.Minimum 5 years of experience in financial services; insurance industry experience is advantageous.Proficiency in investment accounting software (Clearwater preferred) and general ledger applications (Oracle and HFM).Advanced Excel skills, including logical formulas and pivot tables.Knowledge of ASC Topics 320 through 326 and foreign currency matters.Strong analytical skills and ability to prepare detailed financial disclosures.Experience with STAT reporting and WINGS system preferred.Big 4 experience is a plus, showcasing advanced accounting expertise.

If you are a passionate, curious individual who is enthusiastic about evaluating the effectiveness of controls across different areas of global business, operations and/or technology and identifying areas of improvement to help safeguard the firm, this role is for you. Using cutting-edge audit technology, data, methodology and sound judgement, we bring a systematic and disciplined approach to evaluating and improving the effectiveness of governance, risk management and controls. As a Full-time Analyst in the Internal Audit Program, you will start with comprehensive training to introduce you to our firm, our practices and our culture. After training, you will join one of our lines of business (Asset & Wealth Management, Commercial Banking, Consumer & Community Banking, or Corporate & Investment Bank), Corporate Function or Technology Internal Audit teams. Job Responsibilities Business Track • Identify and analyze risks in our businesses and evaluating the controls established to mitigate those risks, • Test controls by reviewing documents, observing the teams and meeting with management, • Provide management with feedback regarding the effectiveness of the controls, • Knowledge of AI and data analytic concepts and their application, including hands-on experience using common AI tools (e.g., ChatGPT, Claude, Gemini, etc.) and understanding of core data analytics techniques such as data profiling, data conversion, and data formatting/standardization. Technology Track • Focus on reviews of business applications, data management, global infrastructure, digital technologies and cyber/information security, • Evaluate the adequacy and effectiveness of controls in our technology organization, • Provide management with feedback regarding the control environment, • Knowledge of AI and data analytic concepts and their application, including hands-on experience using common AI tools (e.g., ChatGPT, Claude, Gemini, etc.) and understanding of core data analytics techniques such as data profiling, data conversion, and data formatting/standardization. Required qualifications, capabilities, and skills • Pursuing a B.A., B.S., or 5th year M.A. or M.S., with an expected graduation date of December 2026 through July 2027, • Have a well-rounded academic background, • Bring exceptional analytical and problem-solving skills, • Strong attention to detail, • Have the ability to manage time, prioritize and know when to seek help, • Strong verbal and written communication skills, • Working knowledge of MS Office (Excel, Word, PowerPoint, Outlook) Preferred qualifications, capabilities, and skills • All majors considered; Finance, Accounting, Management Information Systems (MIS) or Computer Information Systems (CIS) focused majors are a plus, • Preferred minimum cumulative GPA of 3.2 on a 4.0 scale Locations you can join: • Columbus, OH, • Jersey City, NJ, • Plano, TX, • Wilmington, DE, • Chicago, IL To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT). What's Next? To be considered for the Internal Audit Analyst Program, you must complete the following steps: • Submit a complete and thoughtful application, which includes your resume, location preference, • If you meet the minimum criteria for the application, you will receive an email invitation to complete a video interview, powered by HireVue., • Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Vice President, Auditor, Clearance and Collateral Management to join our Investment Services Internal Audit team. This role is located in New York, NY or Jersey City, NJ. In this role, you will make an impact in the following ways: • Lead or participate in the delivery of complex and challenging global audit assignments, with a primary focus on the trade clearing and settlement and collateral management services., • Knowledge and experience in U.S. government securities clearing and tri-party settlement services a plus., • Drive or participate in all phases of audit project execution including planning, fieldwork, and reporting in accordance with audit methodologies., • Perform walkthroughs with process owners; document results in narratives/flowcharts; identify and document risks and controls; develop and execute testing strategy; prepare supporting workpapers; and document test exceptions and conclusions., • Elevate potential audit issues to the Audit Manager and business management as soon as they are identified., • Identify and draft meaningful issues impacting the business under review and challenge management to develop appropriate remedial actions to address the issues identified., • Follow-up on remedial actions to ensure corrective actions have been appropriately implemented and where necessary, test the design, operating effectiveness, and sustainability of implemented actions., • Build strong relationships with key stakeholders in the business and risk management areas and with colleagues throughout the global Internal Audit team., • Engage in and document continuous monitoring activities to identify new or changing risk conditions for the covered businesses., • Apply advanced analytical problem-solving skills and assist others in solving complex issues and identifying innovative solutions., • Identify opportunities for the use of AI/automation and actively participate in advancing recommendations for software support requests., • Maintain up-to-date knowledge of the industry, best practice and regulatory requirements. To be successful in this role, we're seeking the following: • 7 years or more of experience in financial services/ capital markets specifically within Internal Audit or Risk or Compliance/ operational risk control testing, • Strong knowledge of financial systems or exposure to larger financial institutions, • Degree in Finance or Accounting and/or professional certification like CPA, CFA, CIA preferred., • Excellent team player with effective project management skill, • Additional core skill requirements include understanding of the applied and interpretation of analytics results for Audit, critical thinking and problem solving. BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $68,000 and $160,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Step into a high-impact role at the heart of Private Markets, where you'll work in complex fund accounting across diverse alternative investments. You'll work alongside top-tier professionals in a fast-paced, growth-driven environment, gaining deeper industry exposure while driving meaningful results that matter. SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. How You Will Make an Impact • Perform bank reconciliations and post journal entries to ensure accurate financial records, • Deliver high-quality, accurate work within tight reporting deadlines, taking ownership of key deliverables, • Prepare and maintain comprehensive workpapers, including capital activity, investment transactions, and income and expense accruals, • Update and manage distribution waterfall (carried interest) models with precision, • Calculate management fees and produce detailed supporting schedules, • Analyze transaction documentation to understand investment structures, accounting impacts, and accrual requirements, • Support the year-end audit process, partnering closely with internal teams, clients, and external auditors, • Build strong relationships with clients and key stakeholders, including legal counsel, auditors, and tax advisors, to ensure seamless execution and timely delivery Required Experience • Bachelor's degree in Accounting or a related field, • 0-2 years of accounting experience, with hands-on exposure to general ledgers, workpapers, and financial statement preparation, • Strong knowledge of US GAAP and core accounting principles, • Advanced proficiency in Microsoft Excel and overall Microsoft Office suite, • Highly detail-oriented with a strong sense of ownership and ability to meet tight deadlines, • Proven ability to work both independently and collaboratively in a team environment, • Excellent written and verbal communication skills, with confidence interacting across all levels of an organization What Sets You Apart • CPA and/or MBA designation (or progress toward certification), • Experience with alternative investment funds, including Private Equity SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity. Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. New York: The expected base salary for the position is between 60000 USD to 120000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion. Applications will be accepted on an ongoing basis until the position is filled. SS&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.

Company DescriptionLeading Financial Services firm in Newark, NJ looking to hire top Accounting/Finance personal.Job DescriptionFinancial Services company is seeking a motivated individual to join the Tax Department located in Newark, NJ. The position requires a team player responsible for the maintenance of tax records and the preparation of composite tax returns and related reports to ensure compliance with all federal, state, local and/or international tax regulations. Responsibilities include analysis of the domestic and international tax compliance and financial reporting for insurance & non-insurance companies.QualificationsBachelors degree in accounting or other related business disciplines requiredCPA and/or Masters degree in tax or accounting a plusCorporate Tax Experience (5+ years), financial services sector is preferred, life insurance expertise a plusFormal legal training a plusKnowledge of corporate tax topicsStrong GAAP accounting for taxes: ASC-740/FAS 109/FIN48Understanding of financial service companies including Insurance, Investment, and Asset ManagementStrong oral and written communication skillsExcellent organizational/analytical skills requiredProven leadership track record strongly desiredSolid computer skills - proficient in Lotus Notes, standard Microsoft applications and CorpTax Compliance software a plusLooking for someone who is assertive, creative and proactiveStrong work ethic and able to partner in a team-oriented environmentOrganized and flexible - ability to manage multiple projects/assignments, while meeting deadlinesAdditional Information120k plus Bonus SummaryFunction: Accounting/AuditingExperience level: Mid-Senior LevelIndustry: Financial Services

DESCRIPTION:Duties: Execute Internal Audit department's coverage strategy for Category I Banking Institution's finance, risk, and capital management frameworks, including leading and executing complex audits, assessing the control environment, and maintaining relationships with and providing control related advice to business stakeholders. Coordinate and execute the annual planning of audit activities, including risk assessments of control environment and quality control of the process. Lead and execute all aspects of individual audits, including audit planning, audit testing, issue identification and reporting, and audit report crafting and issuance. Coordinate capital planning coverage with teams across Lines of Business (LOB) and Risk Stripes to ensure consistency of execution, results aggregation, Senior Management reporting, and overall seamless delivery of capital planning program across JPMorgan Chase. Support manager in the execution of audit strategy for coverage of the end-to-end capital planning processes, and maintenance of stakeholder relationships. Partner with colleagues, business stakeholders, and control management team members to monitor the adequacy and effectiveness of management controls and identify patterns and trends with risk and control implications. Research and monitor evolving regulatory and market events impacting the firm's business objectives, risk profile, processes, and compliance.QUALIFICATIONS:Minimum education and experience required: Bachelor's degree in Accounting, Finance, Mathematics, Economics or related field of study plus 7 years of experience in the job offered or as Audit Manager, Audit lead, Finance Lead Auditor, Auditor, or related occupation. The employer will alternatively accept a Master's degree in Accounting, Finance, Mathematics, Economics or related field of study plus 5 years of experience in the job offered or as Audit Manager, Audit lead, Finance Lead Auditor, Auditor, or related occupation.Skills Required: This position requires experience with the following: executing and leading external audits for banking institutions which include the review of capital requirements, risk, and capital management frameworks; auditing, assessing and monitoring Basel framework including Basel requirements and Capital Management framework encompassing regulatory requirements, including rule interpretation and implementation, capital stress testing, and risk-weighted asset calculation; reviewing banking products and services that cover asset classes and financial services, including product methodology, risk assessment, and control environment for internal control design processes; applying accounting standards, including US GAAP and IFRS, in the review, preparation, consolidation, and analysis of financial statements across multiple legal entities to meet internal and external reporting requirements; designing and executing risk assessment frameworks, utilizing quantitative and qualitative methodologies to identify risks, evaluate control effectiveness, and inform executive decision-making; conducting issue and impact analyses on financial, regulatory, or operational matters, and preparing executive reports and presentations for senior management; utilizing data analytics platforms including ACL, IDEA and Power Query in Excel, to obtain data-driven insights that facilitate review and evaluation of control environment; creating business process workflows using workflow tools including Visio; coordinating Capital Planning including Capital Stress Testing and Capital Adequacy Assessment for banking institutions; overseeing the execution of audit strategy of capital planning framework coverage; collaborating with cross-functional teams to achieve end to end coverage of the internal controls framework of Internal Capital Adequacy and Assessment (ICAAP) framework.Job Location: 545 Washington Blvd, Jersey City, NJ 07310.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. In addition, please visit: https://careers.jpmorgan.com/us/en/about-us.Full-Time. Salary: $194,000 - $200,000 per year. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransOur professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.Full timePosting Date: 2026-08-11

As a leading financial services and healthcare technology company based on revenue, SS&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&C for expertise, scale, and technology.Job DescriptionJob Title: Senior Associate, Private Markets Fund AccountingLocation: New York City (hybrid), Union, NJ (hybrid)About the RoleStep into a high-impact role at the heart of Private Markets, where you'll work in complex fund accounting across diverse alternative investments. You'll work alongside top-tier professionals in a fast-paced, growth-driven environment, gaining deeper industry exposure while driving meaningful results that matter.Why Join SS&C SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.How You Will Make an Impact Perform bank reconciliations and post journal entries to ensure accurate financial recordsDeliver high-quality, accurate work within tight reporting deadlines, taking ownership of key deliverablesPrepare and maintain comprehensive workpapers, including capital activity, investment transactions, and income and expense accrualsUpdate and manage distribution waterfall (carried interest) models with precisionCalculate management fees and produce detailed supporting schedulesAnalyze transaction documentation to understand investment structures, accounting impacts, and accrual requirementsSupport the year-end audit process, partnering closely with internal teams, clients, and external auditorsBuild strong relationships with clients and key stakeholders, including legal counsel, auditors, and tax advisors, to ensure seamless execution and timely deliveryRequired Experience Bachelor’s degree in Accounting or a related field2+ years of accounting experience, with hands-on exposure to general ledgers, workpapers, and financial statement preparationStrong knowledge of US GAAP and core accounting principlesAdvanced proficiency in Microsoft Excel and overall Microsoft Office suiteHighly detail-oriented with a strong sense of ownership and ability to meet tight deadlinesProven ability to work both independently and collaboratively in a team environmentExcellent written and verbal communication skills, with confidence interacting across all levels of an organizationWhat Sets You Apart CPA and/or MBA designation (or progress toward certification)Experience with alternative investment funds, including Private EquityFamiliarity with investment partnerships and related accounting concepts skills, with confidence interacting across all levels of an organizationJoin SS&C, where innovation meets global opportunities. Click here to apply.#LI-AF1#LI-HybridUnless explicitly requested or approached by SS&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.SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.Applications will be accepted on an ongoing basis until the position is filled.SS&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.SummaryLocation: Union, NJ; New York, NYType: Full time

About Citco:The market leader. The premier provider. The best in the business. At Citco, we’ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we’ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco.About the Team & Business Line:Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.About You:4-6 years of experience in an Accounting Firm, Hedge Fund, Private Equity Administrator, Audit or other financial institution where you have gained financial products knowledge3 years’ experience in supervisory function of a team of investment funds accountants and/or auditorsStrong knowledge of Regulatory Compliance requirementsPrevious financial statement or regulatory review and/or preparation experienceStrong knowledge of U.S. GAAP and IFRS is requiredAdvanced knowledge in complex derivativesBachelor’s degree in Accounting, Finance or EconomicsCPA, CFA, CA or other professional designation preferredAble to travel as necessaryGood communication and writing skillsSalary Range: USD 93,000 - 139,000Our BenefitsYour well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process.At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know.As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success.Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.#INDCITYour Role: Supervise, monitor and review the reporting staff's daily and periodic completed assignmentsCompile and advise on monthly, quarterly and annual regulatory reports such as Form PF, Form SLT and othersContribute to strong relationships through interactions with internal parties, client and audit firm personnelTrain staff on established regulations and updated rules, establish department and individual goals, prepare performance evaluations, and direct individual and group staff meetingsManage the career development for all Regulatory Reporting Accountants by group and individual trainingWrite and/or review various reports related to engagementsPrepare ad hoc reports for the client upon requestTroubleshoot fund accounting and client issuesAttend meetings and trainings to enhance knowledge to be passed down to the Regulatory Reporting AccountantsSupport reporting and fund accounting related duties during peak periods as defined by Senior ManagerContribute to identifying, researching and communicating recent authoritative pronouncements to CFS offices and clientsUnderstand engagement economics as it relates to managing budget for individual engagements and projectsRecognize and communicate potential opportunities for new clients as well as value added service enhancements for existing clientsFull timePosting Date: 2026-08-11

Join a high-visibility Markets Audit team where you will work directly with Front Office stakeholders and help strengthen governance and operational excellence. You will provide audit coverage across J.P. Morgan's Equities franchise, spanning dynamic business areas: Volatility including exotic and structured derivatives, correlation products, convertible bonds, and corporate hedging solutions and Cash Equities encompassing high-touch single stock execution, program trading, and algorithmic and electronic trading capabilities. You will assess risks across complex product structures, automated execution platforms, partnering with Front Office to strengthen controls across the full trading lifecycle. As a Vice President on the Markets Audit team within Commercial & Investment Banking, you will lead and execute risk-based audit coverage across the Market Equities business and related activities partnering with Front Office, Technology, Data Analytics, and global Audit colleagues to assess key risks and evaluate the control environment. Your insights and recommendations will be presented directly to senior leaders, helping drive improvements that strengthen governance and operational resilience. This Vice President role sits within the Markets Audit team in Commercial & Investment Banking, with direct audit coverage of the Market Equities business. The position provides high visibility and frequent engagement with Front Office leadership across Equities trading and related activities. The mandate is to lead risk-based audit work, assess the control environment across complex products and automated execution platforms, and deliver clear, actionable insights to senior management. Success requires strong audit execution, sound risk judgment, and the ability to influence control improvements across a global stakeholder set. Job Responsibilities • Lead and execute audit activities (e.g., audits, regulatory validations, risk assessments), delivering high-quality work on time., • Partner with Front Office stakeholders to understand business activities, identify key risks, and assess the control environment., • Collaborate with global Audit colleagues and partners across Technology, Data Analytics, regional teams, and lines of business., • Apply risk-based judgment to evaluate controls, document conclusions, and finalize audit findings and ratings., • Communicate audit results, insights, and recommendations to senior management in clear, actionable terms., • Monitor regulatory developments, industry trends, and emerging risks to inform audit coverage and perspectives., • Contribute to a culture of integrity, inclusion, continuous learning, and high performance through active teamwork Required qualifications, capabilities, and skills • 7+ years of internal/external audit experience or relevant financial services business experience., • Bachelor's degree or equivalent practical experience in financial services., • Strong project leadership and teamwork skills, with ability to manage deliverables across multiple stakeholders., • Knowledge of internal controls and ability to assess business and technology risks., • Strong analytical skills, including ability to identify control gaps and assess impact and root cause., • Excellent written and verbal communication skills, including experience presenting complex issues to senior leaders., • Self-directed and adaptable, with ability to operate effectively in a fast-paced, changing environment. Preferred qualifications, capabilities, and skills • Professional certification (CPA, CIA) or finance/accounting background with willingness to pursue certification., • Experience working as part of a global team across regions and time zones. To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

Join our Internal Audit team and help us safeguard the integrity of our business. You'll work with talented colleagues across the globe, partnering with stakeholders to strengthen controls and support our commitment to excellence. As an Audit Manager, Vice President in Internal Audit, you will develop and execute the annual audit plan, manage audit engagements, and oversee audit testing. You'll collaborate with global teams, participate in control and governance forums, and help ensure our business operates securely and efficiently. Internal Audit is an independent function accountable to senior leadership and regulators, with more than 1,000 auditors worldwide. You'll play a key role in assessing the adequacy of control environments across the firm's lines of business. Job Responsibilities • Lead and participate in audit engagements from planning to reporting, ensuring timely and high-quality deliverables, • Identify emerging control issues and report them promptly to management and stakeholders, • Protect the confidentiality and security of information in accordance with firm policy, • Build strong relationships with stakeholders, business management, control groups, external auditors, and regulators while maintaining independence, • Finalize audit findings and provide recommendations to strengthen internal controls, • Communicate audit findings to management and identify opportunities for improvement, • Implement and execute continuous auditing programs, monitoring key metrics to identify control issues, • Manage teams as needed, reviewing work and providing constructive feedback, • Stay current with industry and regulatory changes impacting the business, • Champion a culture of innovation and drive efficiency through automation and new technologies, • Follow the firm's 'How We Do Business' Principles Required Qualifications, Capabilities, and Skills • 7+ years of internal or external auditing or relevant business experience, • Bachelor's degree or relevant financial services experience, • Experience with internal audit methodology and audit delivery, • Solid understanding of internal control concepts and risk evaluation, • Excellent written, verbal, and presentation skills, • Strong interpersonal and influencing skills, • Strong analytical skills for assessing internal control weaknesses, • Enthusiastic, self-motivated, and effective under pressure, • Flexible and able to multitask in a changing environment, • Willing to travel as needed Preferred Qualifications, Capabilities, and Skills • CPA, CIA, and/or advanced degree in Finance or Accounting, • Experience partnering with senior business and control partners, • Interest in learning and embracing innovative technologies JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. The Audit department provides independent assessments to evaluate, test and report on the adequacy and effectiveness of our governance, risk management and internal controls. The team's priorities are focused on strong governance, transparency, strategic engagement, and fostering a diverse and inclusive culture that develops our talent.

Are you excited by shaping how complex investments are accounted for at scale? Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical role in strengthening the strategy, systems, and operating model that support investment accounting across the organization. In this role, you will be leading the development and execution of investment accounting frameworks, ensuring consistency, strong controls, and high-quality financial reporting across business units. You will partner closely with accounting, policy, and business teams to navigate complex investment structures, provide technical guidance, and translate detailed analysis into clear, actionable insights for leadership. This role also offers broad exposure across the organization, with opportunities to enhance processes and drive greater efficiency and scalability in how investment accounting is performed. As a leader, you will help foster a collaborative, high-performing environmentcoaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation in support of the firm's evolving investment landscape. • Bachelor's degree in Accounting required; CPA and/or master's degree in Accounting preferred., • 10+ years of relevant accounting, including public accounting and/or consolidated investment reporting experience., • Strong working knowledge of U.S. GAAP and experience preparing and reviewing financial statements., • Deep understanding of accounting principles, financial analysis, and internal control frameworks., • Demonstrated technical expertise in investment accounting for both investment and non-investment companies across a range of products (including alternative structures: CLOs, LPs, Private Credit, Private Equity), with the ability to apply accounting guidance to drive consistent, accurate financial reporting., • Experience managing vendor relationships and leading the implementation and ongoing optimization of new technology platforms, with an innovative and strategic mindset., • Collaborative leadership style with experience coaching and developing others while maintaining accountability for outcomes., • Ability to navigate and understand complex organizational and ownership structures., • Demonstrated judgment, initiative, and an inquisitive mindset with a focus on strengthening processes and controls., • Clear, confident communicator with the ability to translate detailed analysis into executive-level insights and partner effectively across the organization, • Strong organizational skills with the ability to manage multiple priorities in fast-paced environments., • Curiosity for technology and experience working with financial systems, reporting platforms, and analytical tools. The Investment COE Accounting Team works across the company to provide expertise, consistency, and continuous improvement in investment accounting. We partner across the organization to support accurate reporting, strong controls, and successful close cycles. Our team is focused on modernizing systems and processes, reducing manual work, and building scalable solutions that support the company's evolving investment landscape. Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. The base salary range for this position is $95,000-186,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Join our Internal Audit team and help us safeguard the integrity of our business. You'll work with talented colleagues across the globe, partnering with stakeholders to strengthen controls and support our commitment to excellence. As an Audit Manager, Vice President in Internal Audit, you will develop and execute the annual audit plan, manage audit engagements, and oversee audit testing. You'll collaborate with global teams, participate in control and governance forums, and help ensure our business operates securely and efficiently. Internal Audit is an independent function accountable to senior leadership and regulators, with more than 1,000 auditors worldwide. You'll play a key role in assessing the adequacy of control environments across the firm's lines of business. Job Responsibilities • Lead and participate in audit engagements from planning to reporting, ensuring timely and high-quality deliverables, • Identify emerging control issues and report them promptly to management and stakeholders, • Protect the confidentiality and security of information in accordance with firm policy, • Build strong relationships with stakeholders, business management, control groups, external auditors, and regulators while maintaining independence, • Finalize audit findings and provide recommendations to strengthen internal controls, • Communicate audit findings to management and identify opportunities for improvement, • Implement and execute continuous auditing programs, monitoring key metrics to identify control issues, • Manage teams as needed, reviewing work and providing constructive feedback, • Stay current with industry and regulatory changes impacting the business, • Champion a culture of innovation and drive efficiency through automation and new technologies, • Follow the firm's 'How We Do Business' Principles Required Qualifications, Capabilities, and Skills • 7+ years of internal or external auditing or relevant business experience, • Bachelor's degree or relevant financial services experience, • Experience with internal audit methodology and audit delivery, • Solid understanding of internal control concepts and risk evaluation, • Excellent written, verbal, and presentation skills, • Strong interpersonal and influencing skills, • Strong analytical skills for assessing internal control weaknesses, • Enthusiastic, self-motivated, and effective under pressure, • Flexible and able to multitask in a changing environment, • Willing to travel as needed Preferred Qualifications, Capabilities, and Skills • CPA, CIA, and/or advanced degree in Finance or Accounting, • Experience partnering with senior business and control partners, • Interest in learning and embracing innovative technologies JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. The Audit department provides independent assessments to evaluate, test and report on the adequacy and effectiveness of our governance, risk management and internal controls. The team's priorities are focused on strong governance, transparency, strategic engagement, and fostering a diverse and inclusive culture that develops our talent.

This role provides great visibility to management and focuses on portfolios within the Corporate and Investment Bank, Wealth Management, and Business Banking lines of business! As a Credit Review Vice President within our Credit Review team, you will take the lead in planning and executing periodic credit reviews, as well as participating in review assignments. Your role will involve guiding team members in activities that assess commercial loan transactions and conduct evaluations of underwriting and portfolio management. This will allow you to independently provide opinions on the adequacy of underwriting analysis, the accuracy and timeliness of risk grading decisions, the suitability of credit mitigation actions, and the effectiveness of the credit management process and key controls supporting credit quality. In between periodic reviews, you will independently monitor credit risk trends within assigned commercial lending portfolios, attend relevant meetings, and foster and maintain relationships with internal stakeholders responsible for credit approval. Job Responsibilities • Lead a team of reviewers as reviewer-in-charge by chairing the planning, kick-off, findings presentation, and closing meetings. Coordinate with the Credit Review Director on team assignments, define project scope, evaluate credit risk controls, communicate with management, review and assess findings, recommend corrective actions, write reports, and archive documents., • Participate in Credit Review team-led reviews by preparing financial analyses and risk assessments, evaluating credit underwriting quality, recording findings, and engaging in review meetings., • Perform continuous monitoring of assigned portfolios and participate in portfolio review meetings., • Serve as an information resource on commercial credit risk and policy. Partner with Credit Risk Management stakeholders to establish strong working relationships while maintaining independence., • Ensure consistent application of firm wide Risk Policy as well as Credit Review Policies and Procedures., • Complete special projects and research as assigned by the Credit Review Director. Required qualifications, capabilities and skills • Experienced credit professional with minimum 10-years commercial credit experience, • Minimum Bachelor's degree in Accounting, Finance, Economics, or a related discipline., • Demonstrated understanding of commercial credit principles and strong analytical skills., • Excellent verbal and written communication and interpersonal skills required with ability to present complex and sensitive issues to management., • Enthusiastic, self-motivated, effective in a dynamic fast-paced environment and willing to demonstrate personal responsibility and accountability., • Proven ability and desire to learn quickly, be adaptable, and think strategically., • Ability to manage multiple tasks concurrently, with a high sense of urgency., • Works well individually and in teams, shares information, supports colleagues, and encourages participation., • Ability to travel as required. Preferred qualifications, capabilities and skills • Background in commercial credit underwriting and credit risk management preferred, • Successful completion of formal credit training program preferred, but not necessary., • Previous credit review experience is preferred, but not necessary. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. The Audit department provides independent assessments to evaluate, test and report on the adequacy and effectiveness of our governance, risk management and internal controls. The team's priorities are focused on strong governance, transparency, strategic engagement, and fostering a diverse and inclusive culture that develops our talent.

Treasury Associate Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry. The Treasury Department manages DTCC's global funding, investments, liquidity, capital and insurance, making sure the company has the financial resources to conduct its business activities and manage its financial exposures. Treasury also manages relationships with DTCC's banking partners, insurers, and rating agencies. The Treasury Associate will support the Compliance Director and assist with all aspects and critical functions performed by the Treasury Department with a primary focus on risk and compliance. • Designing and testing operational controls to enhance the control environment, • Assist with developing and maintaining comprehensive risk and control matrices to identify and mitigate financial and operational risks, • Support team with review of policies and procedures to maintain accuracy and to meet compliance guidelines and documentation standards, • Assist with testing default liquidity facilities, • Cross functional collaboration-partnering with other departments to manage risks, conduct audits, and review data quality, • Collaborate with Compliance, Operational Risk Management, Embedded Risk Management, Audit, Legal, Liquidity Risk Management, & Market Risk Management, • Cross training requirement to support capital calculations for DTCC and its subsidiaries, and commercial paper issuance, • Assist with ad hoc Treasury initiatives/special projects, • Minimum of 3 years of related experience, • Bachelor's degree preferred or equivalent experience, • Between 3 and 6 years finance/treasury, accounting, capital management, treasury operations or financial analysis, • Outstanding interpersonal & communication skills, both written and verbal, • Strong organizational and analytical skills, • Ability to prioritize and multitask in a high-paced environment, • High degree of accuracy and attention to detail, • Ability to work with all levels of internal and external management, • Highly Proficient in Microsoft Excel, PowerPoint, Word, and Enterprise-Grade AI, • Excellent reading comprehension skills The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Join a high-visibility Markets Audit team where you will work directly with Front Office stakeholders and help strengthen governance and operational excellence. You will provide audit coverage across Markets activities within the Currencies and Emerging Markets, Commodities, and Digital Markets. You will assess risks across complex product structures, automated execution platforms, partnering with Front Office to strengthen controls across the full trading lifecycle. As a Vice President on the Markets Commercial & Investment Banking Audit Team you will lead and execute risk-based audit coverage across the Markets businesses and related activities partnering with Front Office, Technology, Data Analytics, and global Audit colleagues to assess key risks and evaluate the control environment. Your insights and recommendations will be presented directly to senior leaders, helping drive improvements that strengthen governance and operational resilience. The position provides high visibility and frequent engagement with Front Office leadership across trading and related activities. The mandate is to lead risk-based audit work, assess the control environment across complex products and automated execution platforms, and deliver clear, actionable insights to senior management. Job Responsibilities • Lead and execute audit activities (e.g., audits, regulatory validations, risk assessments), delivering high-quality work on time., • Partner with Front Office stakeholders to understand business activities, identify key risks, and assess the control environment., • Collaborate with global Audit colleagues and partners across Technology, Data Analytics, regional teams, and lines of business., • Apply risk-based judgment to evaluate controls, document conclusions, and finalize audit findings and ratings., • Communicate audit results, insights, and recommendations to senior management in clear, actionable terms., • Monitor regulatory developments, industry trends, and emerging risks to inform audit coverage and perspectives., • Contribute to a culture of integrity, inclusion, continuous learning, and high performance through active teamwork Required qualifications, capabilities, and skills • 7+ years of internal/external audit experience or relevant financial services business experience., • Bachelor's degree or equivalent practical experience in financial services., • Strong project leadership and teamwork skills, with ability to manage deliverables across multiple stakeholders., • Knowledge of internal controls and ability to assess business and technology risks., • Strong analytical skills, including ability to identify control gaps and assess impact and root cause., • Excellent written and verbal communication skills, including experience presenting complex issues to senior leaders., • Self-directed and adaptable, with ability to operate effectively in a fast-paced, changing environment. Preferred qualifications, capabilities, and skills • Professional certification (CPA, CIA) or finance/accounting background with willingness to pursue certification., • Experience working as part of a global team across regions and time zones. To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. The Audit department provides independent assessments to evaluate, test and report on the adequacy and effectiveness of our governance, risk management and internal controls. The team's priorities are focused on strong governance, transparency, strategic engagement, and fostering a diverse and inclusive culture that develops our talent.

Investment Operations Analyst Responsibilities. Investment Operations Analyst Qualifications. The successful Investment Operations Analyst will bring accuracy, sound judgment, and a proactive approach to investment accounting and operational controls.

Senior Associate, Fund Accounting Private Equity & Hedge Funds.Support the delivery of high-quality fund accounting services across both private equity and hedge fund clients.In this role, you'll prepare and review fund accounting deliverables, process investment and investor activity, and support

Our organization follows a hybrid work structure (3 days in office) where employees can work remotely and from the office, as needed, based on demands of specific tasks or personal work preferences.

Volt is immediately hiring for an Accounting Level 3/ Newark, NJ.Someone with accounting investment experience preferred in the bond accounting, fixed income products.Nice to have experience with PAM or any other accounting system.Must have a minimum of 6 years of experience.Must be able to manage a

Associate, Private Markets/Real Assets Accounting. Step into a high-impact role at the heart of Private Markets, where you'll work in complex fund accounting across diverse alternative investments. Experience with alternative investment funds, including Private Equity.

Senior Associate, Fund Accounting Private Equity & Hedge Funds.Support the delivery of high-quality fund accounting services across both private equity and hedge fund clients.In this role, you'll prepare and review fund accounting deliverables, process investment and investor activity, and support