Investment Fund Managers

As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financial objectives, investment risk tolerance and then recommend an appropriate strategy. You will also be involved in working with a team of retirement plan advisors to create retirement plan education strategies for plan sponsors which will include webinars, 1 on 1 participant meetings, and newsletters. You will also be appointed as a wealth management advisor to a book of individual clients and manage their ongoing advisory needs. To excel in this role, you should already have the appropriate licenses and knowledge of all the latest financial products on the market. A successful advisor is organized, responsive, proactive, and dedicated to excellence.

**Duties and Responsibilities**

+ Contributing to various team meetings

+ Participating in day-to-day communication with clients and participants proactively

+ Provide education support to retirement plan participants.

+ Contributing to a positive workplace environment

+ Ensuring the highest level of customer service and satisfaction

+ Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.

+ Answering client questions about financial plans and strategies and giving financial advice.

+ Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.

+ Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

+ Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

+ Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

+ Implementing financial plans or referring clients to professionals who can help them.

+ Managing and updating client portfolios.

+ Contacting clients regularly to discover changes in their financial status.

+ Building and maintaining your client base.

**Preferred Knowledge and Skills**

+ Bachelor’s degree

+ FINRA Series 6, 63, and 65 license (or obtaining within the established timeframe)

+ 3 to 5 years of relevant financial services industry experience

+ Comprehensive retirement industry and investment knowledge

+ Excellent communication skills, both oral and written

+ Detail orientated and superior organizational skills

+ Deadline driven

+ Team player with the ability to collaborate with others

+ Highly computer literate and proficient in a variety of programs including Microsoft Office Suite

The above is not an all-inclusive list of duties and can be altered and adjusted as needed including other duties as assigned. Duties are subject to change at any time by HUB Management.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

**Overview**

GovCIO is seeking a Cost Estimatorto join the Electronic Health Record Modernization (EHRM) Intake team.The Cost Estimatorwill gather, evaluate, and then prepare cost information for software implementation recommendations during the analysis process. They maybe requiredto gather information and analyze proposed software solutions, specifications, and technical documents to prepare the estimation. Estimators work closely with project managers, solutions architects, and business analysists during the estimation process. As such, thought leadership, problem-solving, rapid learning, and carrying the innovative mindset needed to lead our clients through conceptualization, strategic planning, and execution is important. Additionally, flexibility and forward-thinking views are important for success. The ideal candidate must be able to work independently with minimal supervision. This will be a fully remote position with core hours of operation from Monday- Friday 8AM to 5 PM ET.

**Responsibilities**

+ Prepare written proposals, cost estimates, budgets, and updates for the technical packet and the project managers

+ Develop responses to budget and acquisition related data calls reporting requirements, and status reports such as statusreportof acquisitions and progress towards contract awards, status of funding obligations.

+ Provide input to create standardized tools, templates, budget, and acquisition trackers tofacilitatebudget data responses tofacilitatecoverage other projects and PLs

+ Work proactively and independently to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices

+ Effectively create andmaintaindatabase tables, queries, and procedures, asrequired

+ Develop quantity-based estimates from partial information

+ Execute market research activities necessary to collect and analyze information about capabilities within the market to satisfy the stated business needs

+ Identifyingand quantifying all cost factors involved software play recommendations

+ Using computer software to calculate cost estimates

+ Maintain knowledge of Federal budget rules and regulations

+ Function as part of an integrated team sharing products, best practices, and information across the portfolio

**Qualifications**

**Required Skills and Experience**

+ Candidate mustpossessa bachelor’s degree in engineering, Computer Science, Systems,Businessor related scientific/technical discipline

+ Candidate must also have 15 years of experience; 10 years ofadditionalrelevant experience may be substituted for education

+ Financial artifact, forecasting, and research-related experience

+ Demonstrate understanding of responsibilities and policies associated with having access to financial data, including confidentiality

+ Experience developing and presenting executive-level reporting

+ Excellent verbal and written communication skills, including the ability to communicate with brevity and clarity

+ Ability to deliver on-time, meaningful outcomes, while coordinating multiple assignments,maintaininga positive attitude, and providing exemplary customer service

+ Proficient in MS Office with a focus on Word, Excel, and Outlook.

+ Strong math skills and above average computer skills

+ Critical thinking skills with ability to problem solve and make effective decisions\

**Preferred Skills and Experience**

+ Prior experience supporting the Department of Veterans Affairs (VA) or other Government agency. Current VA network access is highly desired.

+ Experience working in a consulting environment and understanding of client/customer relations

+ Experience with Agile/SAFemethodology

+ Experience and knowledge of VA centric applications such as JIRA, and ServiceNow

**Clearance Required:** Ability to obtain and maintain a Public Trust/Suitability - Tier II clearance

**Company Overview**

GovCIO is a team of transformers--people who are passionate about transforming government IT. Every day, we make a positive impact by delivering innovative IT services and solutions that improve how government agencies operate and serve our citizens.

But we can't do it alone. We need great people to help us do great things - for our customers, our culture, and our ability to attract other great people. We are changing the face of government IT and building a workforce that fuels this mission. Are you ready to be a transformer?

**We are an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, or status as a protected veteran. EOE, including disability/vets.

Posted Pay Range

The posted pay range, if referenced, reflects the range expected for this position at the commencement of employment, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, education, experience, and internal equity. The total compensation package for this position may also include other compensation elements, to be discussed during the hiring process. If hired, employee will be in an “at-will position” and the GovCIO reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, GovCIO or individual department/team performance, and market factors.

**Posted Salary Range**

USD $105,000.00 - USD $130,000.00 /Yr.

Submit a referral to this job (https://careers-govcio.icims.com/jobs/4139/cost-estimator-financial-analyst-%28remote%29/job?mode=apply&apply=yes&in\_iframe=1&hashed=-1834385473)

**Location** _US-Remote_

**ID** _2024-4139_

**Category** _Information Technology_

**Position Type** _Full-Time_

Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, account operations and risk management. As a Financial Analyst, you will provide high-quality engagement financial management activities through all aspects of the full project life cycle. The EFA team's greatest value is in the understanding and application of engagement business and financial processes, both to individual projects and to client accounts.

Recruiting for this role ends on July 26, 2024

Work you'll do

As a Financial Analyst, you will be responsible for supporting one or more engagement teams through successful management of the financial analysis and reconciliation processes and the implementation of engagement management controls.

+ Prepare budgets and forecasts to project and track financial metrics such as revenue, margin, expense, etc.

+ Interact periodically with senior level internal, and sometimes external, clients to present various analyses, discuss recommendations and provide project financial advice

+ Track expenditures and perform the client bill and receivable collection functions

+ Perform and manage project management office (PMO) functional tasks and perform day-to-day contract management activities

+ Understand and utilize standard processes for project management, quality management, and risk management

+ Contribute to the growth and development of the overall EFA team through participation in one or more practice initiatives

+ Connect with your support network (Manager, Coach and On Boarding Advisor) on a monthly basis

The Ideal Candidate will Possess:

+ Strong oral and written communication skills, including excellent presentation skills

+ Intermediate to advanced Excel and PowerPoint skills

+ Ability to work effectively as a member of a team

+ Attention to detail and ability to handle multiple tasks in a fast-paced environment

+ Skill in finding and solving problems with original ideas

Our Engagement Financial Advisor team, part of Deloitte Services LP, helps internal clients define what they need and how it can be delivered. We work with internal stakeholders to define their projects' scope in as much detail as possible using advanced financial, budgeting, and forecasting techniques. We provide realistic cost estimates that account for projects' phases and activities, people, materials, hardware, and software and produce the best- and worst-case estimates using leading-edge project and client management software to keep clients' projects on track and on cost.

The Engagement Financial Advisor Practice employs a hybrid work model that capitalizes on the benefits of both virtual and in-person experiences by identifying those activities that create the most value for you, your teams, and your clients when performed together in-person. We believe that in-person time is a necessary part of building relationships, facilitating teamwork, and supporting our culture. Currently the ability to travel outside of your Deloitte office location is expected to be 0-10%, on average, based on your client assignments.

Qualifications

Required:

+ Bachelor's degree and 3 years of relevant experience or Business degree in Finance, Accounting, Economic or related discipline and 2 years of relevant experience

+ Minimum of 2 years of experience with Microsoft Office Suite

+ Solid understanding of fundamental accounting and finance principles

+ Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve

+ Comfortable with a hybrid working schedule that includes working in the office at a minimum of one day per week

+ Candidates located within a commutable distance to one of the select locations available for this role

+ Limited immigration sponsorship may be available

Preferred:

+ Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios

+ Experience in a professional services firm

+ Experience with MS Suite applications

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $63,000 to $116,000.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

EA_ExpHire

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

**Overview**

Hello humankindness (https://hellohumankindness.org/)

Located conveniently in the heart of Phoenix, Arizona, (http://phoenix.gov/visitors/index.html) St. Joseph's Hospital and Medical Center is a 571-bed, not-for-profit hospital that provides a wide range of health, social and support services. Founded in 1895 by the Sisters of Mercy, St. Joseph's was the first hospital in the Phoenix area. More than 125 years later, St. Joseph's remains dedicated to its mission of caring for the poor and underserved.

We are extremely proud to be a nationally recognized center for quality quaternary care, medical education and research. St. Joseph's includes the internationally renowned Barrow Neurological Institute (https://www.barrowneuro.org/) , Norton Thoracic Institute (https://www.dignityhealth.org/arizona/norton-thoracic-institute) , Cancer Center at St. Joseph's (https://www.dignityhealth.org/arizona/locations/stjosephs/services/university-of-arizona-cancer-center) , Ivy Brain Tumor Center (https://www.ivybraintumorcenter.org/) , and St. Joseph's Level I Trauma Center (https://www.supportstjosephs.org/traumacenter) (which is verified by the American College of Surgeons). The hospital is also a respected center for high-risk obstetrics, neuro-rehabilitation, orthopedics, and other medical services. St. Joseph’s is considered a sought-after destination hospital for treating the most complex cases from throughout the world. Every day, approximately 20 percent of the hospital’s patients have traveled from outside of Arizona and the United States to seek treatment at St. Joseph’s.

_U.S News & World Report_ routinely ranks St. Joseph's among the top hospitals in the United States for neurology and neurosurgery. In addition, St. Joseph's boasts the Creighton University School of Medicine at St. Joseph's, and a strategic alliance with Phoenix Children's Hospital.

St. Joseph's is consistently named an outstanding place to work and one of Arizona's healthiest employers. Come grow your career with one of Arizona's Most Admired Companies (http://www.bestcompaniesaz.com/) .

Look for us on Facebook (http://www.facebook.com/DignityHealthStJosephsHospitalMedicalCenter) and follow us on Twitter (https://twitter.com/DignityHealthAZ) .

_For the health of our community ... we are proud_ _to be_ _a tobacco-free campus._

**Responsibilities**

We are seeking a Financial Analyst III to join our team! Provides accurate and timely information to management by providing opportunity identification, information sources, data collection and analysis, workflow analysis, statistical analysis, benchmark determination, process improvement design and measurement.

Responsibilties:

+ Provides financial analysis and reports.

+ Creates and monitors yearly operating and capital budgets

+ Provides training on financial reports and software to management team.

+ Consolidates and interprets financial information for the Management team.

+ Ensures integrity and accuracy of financial analyses development.

+ Identifies and implements improved methodologies to accumulate, store, process, and report data.

+ Performs accounting functions for the organization including record keeping and reporting.

+ Performs balance sheet and P&L reconciliations in accordance to company policies.

+ Creates reports on financial performance for internal and external use.

+ Completes special projects as needed.

**Qualifications**

**Education and Experience:**

+ Bachelors degree required

+ Four years accounting or finance experience required

+ BS degree in accounting or finance or equivalent years of applicable experience

+ Experience in a healthcare setting highly preferred

**Pay Range**

$30.55 - $44.30 /hour

We are an equal opportunity/affirmative action employer.

Wealth Management Client Associate

Tucson, Arizona

**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

**Job Description:**

This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

**Responsibilities:**

+ Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings

+ Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests

+ Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk

+ Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA

+ Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

**Skills:**

+ Account Management

+ Client Management

+ Customer and Client Focus

+ Issue Management

+ Oral Communications

+ Business Development

+ Client Solutions Advisory

+ Pipeline Management

+ Prioritization

+ Administrative Services

+ Emotional Intelligence

+ Referral Identification

+ Written Communications

**Minimum Education Requirement:**

+ 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

37.5

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Merrill Financial Solutions Advisor - Scottsdale West Valley Market

Scottsdale, Arizona

**Job Description:**

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

**Job Description:**

This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

**Responsibilities:**

+ Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies

+ Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

+ Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

+ Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy

+ Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor

+ Builds relationships with internal service providers based on client needs and asset thresholds

+ Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

**Skills:**

+ Account Management

+ Client Investments Management

+ Client Management

+ Client Solutions Advisory

+ Relationship Building

+ Advisory

+ Business Development

+ Fraud Management

+ Pipeline Management

+ Portfolio Management

+ Client Experience Branding

+ Issue Management

+ Prospecting

+ Referral Identification

+ Sales Performance Management

**Minimum Education Requirement:** Null

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Reinsurance Financial Analyst

113339

Zurich North America is currently hiring a Reinsurance Financial Analyst reporting to the Reinsurance Financial Supervisor on the Reinsurance CoE team.

The ideal candidate can work in Schaumburg, IL, Philadelphia, PA, or remotely.

This position analyzes and performs intermediate to complex reinsurance transactions and financial reporting ensuring compliance with terms and conditions of the reinsurance agreements and department standards. Responsibilities for training and oversight reviews of peer and vendor assigned transactional processing.

Key Accountabilities:

Identify, calculate, record, report and settle premium and loss reinsurance in relation to contract terms and department standards. May include handling and collection of reinsurance claims of moderate to high complexity. Reconcile complex detail reinsurance related activity, identify issues, coordinate resolution and take corrective actions as directed. Update financial and underwriting and/or claim systems accordingly. Prepare and analyze internal and external reports in accordance with regulatory and/or departmental guidelines. Analysis includes reviewing for trends, anomalies, and reconciliation to key data sources. Provide training and oversight review for account and processing responsibilities assigned to outsourced vendor and peer accounts. Communicate with supervisors, reinsurers, customers and representatives from other departments (e.g., Claims, Actuarial, Finance). Ensure timely, accurate, and complete calculations, recording, reporting and billing of reinsurance losses and/or premium, in accordance with contract terms and department standards. Pursue open recoverables in a timely and professional manner. Ensure established policy, procedures and operating standards are being met for all assigned responsibilities. Lead relationship and communication with internal Zurich business partners and external reinsurance customers within area of responsibility, including timely response to all external inquiries as prescribed by department standards. Provide ongoing work flow status, risk assessment, and issue insight to Group Reinsurance management and internal and external stakeholders.

Additional Job Functions

May file corporate financial results utilizing Finance Integrated Platform software. May participate in inter-department group teams on moderately complex projects and/or process improvement efforts. Identify and implement desk level process improvement opportunities. Understand relationship between assigned work flows, key control elements, and administration of governance function across the departmental and/or team process flow.

Business Accountabilities

Monitor and review financial information to ensure management has the most up to date information; this may involve preparing management packs in relation to large losses/catastrophic events or collaborating with Reinsurance Pricing/Analytics to ensure Monthly Hard Close. Regular monitoring and reporting to reinsurance managers of reinsurance business tracking/testing requirements to enable initiatives which improve Reinsurance Financial Analysis performance to be successful. Undertake investigations and inspections of data, process and practice in accordance with Zurich Risk Policy and Zurich Basics to identify potential or actual compliance issues and recommend appropriate action. Independently monitor and analyze data according to pre-determined tools, methods and formats and initiate the appropriate action to support Reinsurance Financial Analysis plans. Assess and evaluate reinsurance technical support work in order to identify opportunities for improvement. Review and interpret information and advise internal clients of appropriate action to fulfill procedural and regulatory requirements.

Performance Management Accountabilities

+ Model behaviors that demonstrate commitment to corporate values.

+ Provide input into performance management discussions of project team members.

+ Educate team members and business partners on area of technical expertise.

+ Provide guidance and support for team members.

+ Take action to manage own personal development and encourage others to do the same.

Basic Qualifications

+ Bachelors Degree and 4 or more years of experience in the Reinsurance, Insurance, or Finance areaOR

+ Zurich Certified Insurance Apprentice, including Associate Degree and 4 or more years of experience in the Reinsurance, Insurance, or Finance areaOR

+ High School Diploma or Equivalent and 6 or more years of experience in the Reinsurance, Insurance, or Finance area AND

+ Microsoft Office experience

Preferred Qualifications

+ Experience in Excel – Intermediate/Advanced

+ Insurance industry experience

+ Knowledge of reinsurance contracts

+ Demonstrate team-oriented experience

+ Knowledge of AR/AP (accounts receivable /payable)

+ Knowledge of reinsurance claim recoverable process and link to direct claim processing

+ Technology experience related to one or more of the following areas: General ledger, financial reporting systems and good knowledge of reconciliations.

+ Knowledge of Captive Reinsurance accounting helpful, but not required

+ Ability to multi-task, working on many projects

+ Strong verbal and written communication skills

+ Strong analytical and problem-solving skills

Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, click here (https://www.zurichna.com/careers/benefits) . Other rewards may include short term incentive bonuses and merit increases. **Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education.** The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled.The starting salary range for this position is $63,300.00 - $103,700.00.

As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time ( https://www.zurichna.com/careers/faq ).

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please clickhere (https://www.zurichna.com/careers) to learn more.

As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers’ expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

Location(s): AM - Schaumburg, AM - Philadelphia, AM - Remote Work (US)

Remote Working: Yes

Schedule: Full Time

Employment Sponsorship Offered: No

Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-REMOTE

Position Description:

Mathematica applies expertise at the intersection of data, methods, policy, and practice to improve well-being around the world. We collaborate closely with public- and private-sector partners to translate big questions into deep insights that improve programs, refine strategies, and enhance understanding. Our work yields actionable information to guide decisions in wide-ranging policy areas, from health, education, early childhood, and family support to nutrition, employment, disability, and international development. Mathematica offers our employees competitive salaries, and a comprehensive benefits package, as well as the advantages of being 100 percent employee owned. As an employee stock owner, you will experience financial benefits of ESOP holdings that have increased in tandem with the company’s growth and financial strength. You will also be part of an independent, employee-owned firm that is able to define and further our mission, enhance our quality and accountability, and steadily grow our financial strength. Learn more about our benefits here: https://www.mathematica.org/career-opportunities/benefits-at-a-glance

At Mathematica, we take pride in our commitment to diversity. Building an inclusive culture that draws on the individual strengths of employees from different ethnic backgrounds, cultures, lifestyles, abilities, and experience is key to our success.

We are inviting Health Research Analysts with a *quantitative focus* to join us in contributing to domestic health policy projects. Our current work includes a wide range of topics in health care service delivery and financing, quality measures, and health systems change. Health analysts work on a variety of projects spanning policy and programmatic areas as well as program evaluation and implementation support. They typically work on more than one project at a time and are matched to projects that suit their interests and skills and offer opportunities for professional growth.

*Example projects include:*

* Evaluating the implementation and impact of Medicare and Medicaid innovation initiatives aimed at expanding access to care, improving health care quality, promoting health outcomes, or reducing costs.
* Studying the effects of multi payer delivery system innovations on health care access, quality, health outcomes, and costs.
* Analyzing, designing, and producing large federal health insurance program datasets and reporting systems.
* Designing and implementing state-of-the-art methods to measure service utilization and quality of care in support of value-based payment reforms.
* Assessing the quality of health care in publicly sponsored insurance programs like Medicaid and Medicare.
* Designing efficient and effective payment models and delivery systems.
* Contributing to the development, testing, and maintenance of quality measures.
* Providing technical assistance and learning support for stakeholders, such as policymakers and health care providers.
* Working with states to address Medicaid payment reform initiatives and multi-payer proposals, improving health service delivery.
* Conducting analysis and studies on COVID-19 impacts on patient populations and provider services.

Responsibilities: Health Research Analysts with a quantitative focus will participate in key project activities, which vary by project and may include:

* Contributing to quantitative analyses using large databases to determine program outcomes or to conduct policy simulations, including:
o Developing programming specifications for data cleaning and analytic file construction.
o Summarizing data quality issues.
o Participating in quality assurance of code and output.
o Defining analysis specifications and output formats and shells.
o Developing user manuals and other documentation for reporting systems and analytic tools.
o Drafting client memos, issue briefs, chapters of analytic reports, and proposals for new projects.
o Other potential responsibilities, such as:
+ Participating in interviews or site visits to assess the implementation and cost of state, federal, and local health care programs.
+ Supporting analysis of qualitative data collected from interviews, site visits, or other data collection efforts.
+ Providing technical assistance to state and federal health agencies or health care providers (for example, by designing webinars or responding to questions from providers/stakeholders).
+ Reviewing and summarizing the literature on current health policy topics

Position Requirements:

* Master’s degree in public policy, economics, statistics, public health, social work, or a related field, or an equivalent combination of education and experience.
* Strong analytic skills, including knowledge of quantitative analytic research methods.
* Strong critical thinking, problem-solving, and time management skills.
* Excellent oral and written communication skills; ability to write clear and concise technical memos and documents and accessible stakeholder-facing memos, briefs, and presentation materials.
* Ability to complete tasks on tight deadlines without compromising quality.
* Ability to support multiple projects and balance competing priorities.
* Experience working with a state or federal government, foundation, policy research organization, or health care program is highly desirable.
* Knowledge of Medicare or Medicaid policies and programs, and/or experience working with Medicare or Medicaid eligibility and claims data is a plus.
* Candidates with post-graduate, relevant professional experience in priority policy areas, such as Medicare or Medicaid, are encouraged to apply.

To apply, please submit a cover letter, resume, writing sample from an analysis, and salary expectations at the time of your application.

This position offers an anticipated base salary of $70,000 - $95,000 annually. This position may be eligible for a discretionary bonus based on company and individual performance.

Staff in our Health unit will eventually work with our largest client, Centers for Medicaid & Medicare Services (CMS). Most staff working on CMS contracts will be required to complete a successful background investigation including the Questionnaire for Public Trust Position SF-85. Staff that are unable to successfully undergo the background investigation will need to be able to obtain work outside CMS. Staff will work with their supervisor to get re-staffed, however if they are unable to do so it may result in employment termination due to lack of work.

#remote-usa

#LI-PD1

*Available locations: Washington, DC; Princeton, NJ; Cambridge, MA; Oakland, CA; Ann Arbor, MI; Chicago, IL; Remote *

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Are you ready to drive results through leadership, people, communication and influence? You have found the right team.

You will be part of the US Private Bank Client Onboarding team supporting all aspects of client onboarding to include the fulfilment of Account Opening, Anti Money Laundering (AML), and Know Your Client (KYC) requirements. The Client Onboarding Officer will partner with the client & client-facing teams to ensure all client Account Opening documents are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the time of account opening & KYC. The Client Onboarding Officer will assist with the drafting and gathering of client documents and processing the account opening request. The Client Onboarding Specialists are expected to stay current with all regulatory changes and requirements around client Suitability and Documentation.

**Job Responsibilities**

+ Partner with the client & client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices

+ Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms

+ Serve as point of contact for account opening issues

+ Act as a subject matter resource on account opening policies and procedures

**Required qualifications, capabilities and skills**

+ 3+ years of experience within a financial services, operational or compliance fields

+ Strong written and oral communication skills with a sense of urgency and ability to prioritize/multi-task

+ Ability to get up to speed quickly with new or unfamiliar subject matter and work under pressure with fixed deadlines

+ Strong client focus and ability to partner with various internal groups and client coverage

+ Independent, self-motivated, with an ability to adapt and be flexible in a team environment

+ Ability to communicate clearly and confidently; able to influence internal and external stakeholders

+ Ability to directly address conflicts and escalate issues where appropriate

+ Strong analytical, prioritization and organizational skills with strong risk and controls awareness

+ Capacity to think laterally and convey an understanding of the big picture

+ Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals

+ Demonstrated experience as a key contributing member of a high performing organization

**Preferred qualifications, capabilities and skills**

+ Management experience preferred not required

+ Client Onboarding and/or documentation analysis experience preferred.

+ Prior experience in Account opening, AML &/or KYC a plus.

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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans

**Job Description**

Are you passionate about Access Governance? Do you want to be part of IDM 2.0? Do u want to make it SAFE for Intel to go FAST? If yes, then Information Security has an exciting opportunity for you. We are building a new team to take Intel to the Next Gen Access Governance era.

We are seeking a person looking to contract with Intel as an Access Governance Systems Analyst to enhance security and streamline access control to support Intel's strategy to adapt to the changing landscape of the semiconductor industry where there is a growing need for more advanced and specialized chip manufacturing capabilities. This critical role involves developing an access governance framework, ensuring compliance, and addressing security standards throughout the access lifecycle in partnership with the business. The ideal candidate will possess a strong technical and business acumen, be proactive, analytical, and have strong communication skills to align business requirements with security policies.

Responsibilities:

+ - Analyze and evaluate current identity governance and administration processes, identifying areas for improvement and optimization.

+ - Collaborate with cross-functional Agile teams to integrate IGA solutions into the broader security architecture.

+ - Participate in Program Increment (PI) planning, Sprint Planning, and other SAFe ceremonies, contributing to the team's objectives and commitments.

+ - Develop and maintain IGA policies, procedures, and controls in compliance with regulatory requirements and industry best practices.

+ - Assist in the design and implementation of role-based access controls (RBAC) for key Intel initiatives.

+ - Translate business requirements into technical specifications for identity and access management processes.

+ - Conduct regular audits to ensure we are in compliance with governance and regulatory policies.

+ - Configure and customize Identity Governance and Administration tools and systems to meet business requirements.

+ - Provide expertise in troubleshooting and resolving identity and access management issues.

+ - Create and maintain documentation related to identity governance processes, systems, and procedures.

+ - Monitor and analyze access patterns, identify access governance anomalies, and implement corrective actions as needed.

**Qualifications**

You must possess the below minimum qualifications to be initially considered for this position. Preferred qualifications are in addition to the minimum requirements and are considered a plus factor in identifying top candidates

Minimum Qualifications:

The candidate must have a Bachelor's degree in Electrical/Computer Engineering or Computer Science, Information technology, or related field, and 4+ years of experience -OR- a Master's degree in Electrical/Computer Engineering or Computer Science, Information Technology, or related field, and 3+ years of experience -OR- a PhD in Electrical/Computer Engineering or Computer Science and 1+ years of experience in:

+ 4+ years in identity governance and administration, including experience with IGA tools such as SailPoint, Saviynt, or similar.

+ This position is not eligible for employment-based visa/immigration sponsorship.

Preferred Qualifications:

+ Solid understanding of regulatory requirements related to identity access management (i.e., SOX, GDPR)

+ Experience with reporting capabilities.

+ Strong understanding of identity and access management concepts, principles, and best practices

+ Strong communication and interpersonal skills with the ability to collaborate effectively with cross-functional teams.

+ Relevant security certifications (e.g., CISSP, CISM, CISA)

**Inside this Business Group**

Enable amazing computing experiences with Intel Software continues to shape the way people think about computing – across CPU, GPU, and FPGA architectures. Get your hands on new technology and collaborate with some of the smartest people in the business. Our developers and software engineers work in all software layers, across multiple operating systems and platforms to enable cutting-edge solutions. Ready to solve some of the most complex software challenges? Explore an impactful and innovative career in Software.

**Posting Statement**

All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, sex, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military and veteran status, marital status, pregnancy, gender, gender expression, gender identity, sexual orientation, or any other characteristic protected by local law, regulation, or ordinance.

**Benefits**

We offer a total compensation package that ranks among the best in the industry. It consists of competitive pay, stock, bonuses, as well as, benefit programs which include health, retirement, and vacation. Find more information about all of our Amazing Benefits here. (https://jobs.intel.com/en/benefits)

Annual Salary Range for jobs which could be performed in US, Colorado, New York, Washington, California: $52,000.00-$200,000.00

*Salary range dependent on a number of factors including location and experience

**Working Model**

This role is available as a fully home-based and generally would require you to attend Intel sites only occasionally based on business need. This role may also be available as our hybrid work model which allows employees to split their time between working on-site at their assigned Intel site and off-site. **In certain circumstances the work model may change to accommodate business needs.**