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Trade Management Reconciliation Services Analyst/ Sr. Analyst-logo
Trade Management Reconciliation Services Analyst/ Sr. Analyst
Neuberger BermanChicago, IL
The Trade Management Team within Neuberger Berman Middle Office provides support for both Fixed Income and Equity Investment Teams, managing over $90 billion in AUM. This team manages all aspects of the trade lifecycle-including confirmation, settlement, discrepancy resolution, and new account onboarding-for global and domestic portfolios. A key focus for the Sr. Analyst will be oversight of daily internal cashflows, particularly for Equity portfolios, but with cross-coverage for Fixed Income portfolios as well. The team is responsible for ensuring that all cashflow activity and related data are accurately and timely loaded into the Order Management System (OMS) each day. This position supports a rapidly growing business and requires close interaction with trading desks and other internal stakeholders. The role requires strong attention to detail, process orientation, and the ability to ensure accuracy and timeliness of all system entries. The ideal candidate is highly detail-oriented, technology savvy, able to meet daily deadlines, and comfortable working in a fast-paced environment. Responsibilities: Process daily cashflow activity for all US fixed income and equity portfolios, including model cash allocations, cash rebalancing between strategies, and verification of data loaded into the Order Management System (OMS). Distribute daily cashflow notifications and updates to Portfolio Managers and Traders and serve as a central point of contact for their inquiries. Communicate with custodian banks (e.g., State Street, Brown Brothers, etc.) to confirm and reconcile subscriptions, redemptions, and resolve discrepancies. Perform daily reconciliation of cash exceptions and review trade breaks between internal platforms (e.g., Aladdin, Prism, RKS) and custodians, ensuring timely resolution. Provide Beginning-of-Day Portfolio Readiness (cash, transactions, holdings) to Portfolio Managers by reviewing reconciliation exceptions for both positions and cash. Facilitate onboarding of new business and portfolios, ensuring accurate and timely system setup. Monitor and review automated processes to ensure accurate data flow from external sources into internal systems. Leverage and learn accounting and operational platforms such as Prism and RKS, as well as custodian portals as required. Support process automation (e.g., Straight Through Processing), efficiency enhancements, risk mitigation projects, and participate in process improvements, including the use of AI and/or ChatGPT for efficiency. Qualifications Bachelor's degree in Finance, Accounting, or a related field preferred. 1-2 years of relevant industry experience required. Familiarity with equity (preferred) and/or fixed income cashflows is a plus. Detail-oriented, process-driven, and capable of meeting daily operational deadlines. Technology savvy with strong proficiency in MS Office, especially Excel. Experience with BlackRock Aladdin or similar platforms preferred. Experience with custodian portals (State Street, Brown Brothers, etc.) a plus. Experience or interest in leveraging AI and/or ChatGPT for process improvement is a plus. Strong organizational, problem-solving, and communication skills. Ability to work independently and as part of a team in a fast-paced environment. Proven ability to work effectively with internal and external service providers. About Neuberger Berman Group LLC: Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients. Compensation Details The salary range for this role in Illinois is $70,000-$90,000 and the salary range for the role in New York is $70,000-$90,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

Posted 2 weeks ago

Trade Compliance Specialist-logo
Trade Compliance Specialist
Keen FootwearPortland, OR
Job Summary The Trade Compliance Specialist is detail-oriented and proactive in supporting the daily execution of U.S. and Canadian import/export compliance activities. This role is vital to ensuring accurate classification, proper documentation, and complete adherence to Customs regulations across key markets. The Trade Compliance Specialist plays a hands-on role in operational execution by partnering with internal teams and external brokers to resolve Customs issues and shipment delays. This includes supporting KEEN's U.S. Distribution Center (FEC), working closely with the Sales Samples team, and managing exception resolution for small parcel and freight shipments. The position also supports the company's Customs Brokers in both the U.S. and Canada to drive accurate and compliant filings and expedite issue resolution. This role is based in Portland, OR, and requires a regular presence at our global headquarters (minimum three days per week). Essential Functions Assigns and maintains S. Harmonized Tariff Schedule (HTS) codes for imported footwear, materials, and equipment in alignment with regulatory guidance and internal protocols. Partners with internal teams and U.S./Canadian Customs Brokers to investigate and resolve entry discrepancies, documentation issues, and classification questions, escalating complex matters as needed. Monitors and follows up on import/export exceptions, including small parcel shipments (e.g., DHL, FedEx, UPS), coordinating with brokers to support timely customs clearance. Prepares and reviews documentation such as commercial invoices, packing lists, and declarations for the U.S. Distribution Center to support daily export operations. Assists in resolving customs clearance delays related to sales samples, collaborating with cross-functional teams, and escalating persistent issues Maintains and audits classification and compliance records to support adherence to S. Customs and Border Protection (CBP) and Canada Border Services Agency (CBSA) regulations. Ensures compliance with trade recordkeeping requirements, including S. 19 CFR 163. Compiles and reports data on tariff/duty spend, customs holds, inspections, and compliance KPIs to support visibility and continuous improvement. Contributes to documentation and data gathering efforts for Free Trade Agreements (e.g., USMCA) and other preferential programs. Provides operational and administrative support for audits, inquiries, and trade compliance improvement initiatives in coordination with senior team members. Qualifications Bachelor's Degree in International Business, Supply Chain, Logistics, or related field preferred Two (2) years experience in trade compliance, preferably within the footwear, apparel, or consumer goods industry Knowledge, Skills, and Abilities Understanding of HTS classification, Customs entry processes, and import/export Experience managing shipment exceptions and Customs delays with both S. and Canadian Customs Brokers. Familiarity with small parcel exception resolution and export documentation Highly organized with excellent attention to detail and follow-through. Proficient in Microsoft Excel and comfortable with trade compliance tools, Customs portals (e.g., ACE), and ERP systems. Experience supporting cross-functional teams, including Distribution, Product, and Sales Knowledge of Free Trade Agreements, origin documentation, and duty savings programs Experience working with Freight Forwarders and regulatory agencies preferred Interest in pursuing or holding a U.S. Customs Broker License preferred Travel - No Base Salary: $69,000 - $76,000 yearly This range represents the low and high ends of this position's anticipated base salary range. The actual base salary will depend on numerous factors such as experience, knowledge, skills, and location. Our base salary is just one component of our competitive total rewards strategy, which includes numerous benefits and perks as well as specific health and welfare benefits. Why Work at KEEN: Driven by a passion for life outside, KEEN is a values-led, independently owned brand from Portland, Oregon, that's on a mission to create original and versatile products, improve lives, and inspire outside adventure. Founded in 2003, KEEN launched a revolution in the footwear industry with the introduction of the Newport adventure sandal and has donated more than $18 million to non-profit organizations and causes around the world to promote responsible outdoor recreation, including conservation efforts to protect open spaces. KEEN strives to show the world through its products and its actions that a business for good can actually be good for business. By giving back, reducing impact, and activating communities and individuals to protect the places where we work and play, KEEN puts its values in motion and takes action to leave the world a better place. At KEEN, we believe in a more just and equitable future for all people. As a global brand, we acknowledge that our business, buildings, and daily lives exist within the traditional territories of indigenous peoples. We strive for a future that recognizes the knowledge, rights, and resilience of these peoples. Fuerst Group, KEEN, and Chrome are equal opportunity employers. We value an inclusive and diverse community. Qualified candidates of all backgrounds are encouraged to apply and will be considered without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.

Posted 4 days ago

Senior Trade Compliance Counsel - U.S. Export Controls And Sanctions-logo
Senior Trade Compliance Counsel - U.S. Export Controls And Sanctions
Tencent LTDWashington, DC
Business Unit What the Role Entails Position Summary We are seeking an experienced and strategically minded Senior Counsel to join our Export Control and Compliance team, based in Washington, D.C. This role will be responsible for providing expert legal advice on U.S. export control laws. The ideal candidate will serve as a critical advisor to the company's global compliance strategy, helping to ensure business activities remain compliant with applicable U.S. regulations, and will support internal teams on licensing, classification, and regulatory risk assessments. Key Responsibilities Provide in-depth legal advice on U.S. export control laws, including but not limit to EAR , particularly as they apply to a China-based multinational company. Support and guide internal teams on product classification, deemed export analysis, licensing strategies, and compliance frameworks. Monitor regulatory developments from BIS and OFAC, and other relevant agencies; assess their impact and communicate implications to senior management. Draft and review compliance policies, training materials, legal memoranda, and internal guidance. Provide training and guidance to employees on export compliance requirements and best practices. Engage with outside counsel and potentially interface with U.S. regulatory agencies in a professional and compliant manner. Provide legal support in response to enforcement actions, government inquiries, or voluntary disclosures, as needed. Who We Look For Qualifications J.D. degree from an accredited U.S. law school and active membership in good standing with at least one U.S. state bar (preferably D.C.). Minimum 8 years of relevant legal experience, with at least 5 years specializing in U.S. export control and sanctions compliance (in-house, law firm, or government). Deep knowledge of EAR and related regulatory frameworks. Prior experience advising or working with TMT industry or representing multi-national high-tech clients, ideally including those with operations or ownership in China. Strong legal writing, analytical, and strategic thinking skills. Ability to work independently and with a high level of discretion, professionalism, and cultural sensitivity. Mandarin language skills are preferred. Location State(s) US-Washington DC The expected base pay range for this position in the location(s) listed above is $139,320.00 to $261,600.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience.Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis.Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year.Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.

Posted 2 days ago

Global Trade Operations Manager-logo
Global Trade Operations Manager
USA Aptiv US Services General PartnershipTroy, Michigan
US Global Trade Operations Customs Manager The position is designed for manager to oversee the correct execution of all US import, exports and post entry via all transportation modes (Land/Air/Ocean). Other: Direct engagement with government agencies to be updated to current requirements. Primary contact with central areas of GTC, Legal, Logistics, classification and Business Units. Provide support in all internal or external audits Responsible of providing financial reporting of customs expenses by Plant/Business Unit. Monitor KPIs (Internal, External Brokers) Execute management of GTO personnel & identify the teams needs Competencies required skills Professional Degree (+6 years’ experience) English Knowledge and use of Microsoft Office Management Experience Basic accounting knowledge Project Management Skills Analytical and reasoning skills for escalation to manager/leadership. Effective verbal and written communication skills Teamwork ability Decision making Proactivity Customs Specific: General knowledge of Foreign Trade Policies In-depth knowledge of US Customs Regulations, US Imports, Exports & Post Entry In-depth knowledge of ACE Portal w/Trade Owner Experience Partner Government Agency Experience External Broker Sourcing Background (e.g., RFP, Contracts, Broker Management) General knowledge of Foreign Trade Policies In-depth knowledge of US Customs Regulations, US Imports, Exports & Post Entry Resolve shipment data insufficiencies for US Imports & Exports US Post Entry Corrections & Data Retention Perform Duty Rate Analysis PGA Reporting FDA Annual Reporting Entry Data Analysis & Auditing ISA Testing Surety Bond Management AD/CVD Qualification 301 Exclusion Qualification DUNS Number Management Reconciliation Programs Drawback Program ' Interact with Partner Government Agencies Interact with Customs National Account Manager Interact with Internal Aptiv Legal & Compliance Teams Systems Access IT Connection Monitor & Manage Functionality (EDI connectivity) ACE Portal Owner = US customs Create & Maintain Reports – ACE, CDW, Broker Portals CARM Portal Owner = Canada customs Manage Customs Brokers Write & Manage Customs Broker Contracts Manage Broker Instructional Documents Carrier Power of Attorney Management & Record Retention Trans-border Logistics Special Projects (e.g., Trade Show Imports) Employee Management Required Training Onboarding EOS Enterprise Operating System HR Raise Your Voice Program Alza la voz NOM-35 Mx Normative for psychosocial risk factors at work-Identification, analysis and prevention Lean 2.0 Induction Health & Safety (H&S) Health and Safety Overview Contingency Plan Others OnDemand SAP GTS Broker & Trade Portals D&B Supplier Risk Manager BI Group Email Monitoring Teams Files Why join us? You can grow at Aptiv. Aptiv provides an inclusive work environment where all individuals can grow and develop, regardless of gender, ethnicity or beliefs. You can have an impact . Safety is a core Aptiv value; we want a safer world for us and our children, one with: Zero fatalities, Zero injuries, Zero accidents. You have support . We ensure you have the resources and support you need to take care of your family and your physical and mental health with a competitive health insurance package. Your Benefits at Aptiv: Private health care effective day 1 of employment Life and accident insurance Paid Time Off (Holidays, Vacation, Designated time off, Parental leave) Relocation assistance may be available Learning and development opportunities Discount programs with various manufacturers and retailers Recognition for innovation and excellence Opportunities to give back to the community Tuition Reimbursement Adoption Assistance Fertility Coverage Apply today, and together let’s change tomorrow! #LI-PG Privacy Notice - Active Candidates: https://www.aptiv.com/privacy-notice-active-candidates Aptiv is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, gender identity, sexual orientation, disability status, protected veteran status or any other characteristic protected by law.

Posted 4 days ago

Lead Trade Services Processor-logo
Lead Trade Services Processor
Wells Fargo BankIrving, Texas
About this role: Wells Fargo is seeking a Lead Trade Services Processor within our Wholesale Lending Operations. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Ensure customer satisfaction by providing support services in the delivery of a wide range of Trade Service products Perform issuing, advising and amending of letters of credit, negotiation of letters of credit documents, processing documentary and direct collections in accordance with Trade Services standards Guide individuals on complex tasks including amending letters of credit, processing documentary and direct collections in accordance with Trade Services standards Assist leaders in training staff on new products or procedures and coordinate workflow in the absence of leadership Prioritize work and provide day-to-day leadership to team Identify opportunities for additional product sales through client referrals and make recommendations to changes in existing policies and procedures Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgement while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 6+ years of Trade Service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Knowledge and understanding of Commercial Lending Basic knowledge of Standby Letters of Credit Basic accounting or finance experience Strong attention to detail and accuracy skills Customer service focus and experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions Strong organizational, multi-tasking, and prioritizing skills Ability to work independently and in a team environment Ability to work in a fast-paced deadline driven environment Good Microsoft Office (Word, Excel, and Outlook) skills Excellent verbal, written, and interpersonal communication skills Strong time management skills and ability to meet deadlines Outstanding problem-solving skills Job Expectations: This role requires on-site training for the first two months in role Hybrid schedule will be available after training Location: 5000 Riverside Rd Irving, TX 75039 This position is not eligible for VISA Sponsorship Posting End Date: 29 Jun 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Posted 1 day ago

Senior Counsel, Global Trade Compliance (B5)-logo
Senior Counsel, Global Trade Compliance (B5)
Applied MaterialsSanta Clara, CA
Who We Are Applied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to work beyond the cutting-edge, continuously pushing the boundaries of science and engineering to make possible the next generations of technology, join us to Make Possible a Better Future. What We Offer Salary: $172,000.00 - $236,500.00 Location: Austin,TX, Santa Clara,CA, Washington,DC At Applied, we prioritize the well-being of you and your family and encourage you to bring your best self to work. Your happiness, health, and resiliency are at the core of our benefits and wellness programs. Our robust total rewards package makes it easier to take care of your whole self and your whole family. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits. You'll also benefit from a supportive work culture that encourages you to learn, develop and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more about careers at Applied. Senior Counsel, Trade Compliance - (B5) Job Description Senior Counsel, Trade Compliance This is a fantastic opportunity for an experienced global trade compliance attorney to join our dynamic team and help to innovate Applied Materials' compliance program with the evolving regulatory landscape for the semiconductor industry. This senior counsel position will support all facets of global trade compliance. The focus of the work will be to support technology controls, with an emphasis on supply chain and other functional related trade compliance topics. The successful candidate will have experience supporting complex trade issues involving classification of technology, software and/or source code; technology transfers and IT controls/security for controlled technology; and supply chain and procurement restrictions resulting from recent export control regulatory changes and import restrictions globally. This position will also support on trade related legal investigations or reviews, when needed. In this position, you will contribute to functional strategy and lead project teams involving innovative and evolving regulatory changes in the semiconductor industry. Based in Santa Clara, CA, this will be a critical role reporting into the Director, Trade Legal and Compliance. This Senior Counsel, Trade Compliance will join a growing team of dedicated in-house legal support to the company's global trade function and work horizontally with key business stakeholders. In this role, you will be responsible for: Continually analyzing the evolving trade laws and regulations applicable to the company, and their impact on strategy and operations. Provide support to the trade functions due diligence team to resolve trade related flags that rise. Conduct trade related legal investigations or reviews to resolve internal reports. Providing critical programmatic support for trade compliance organization enhancements throughout the global enterprise. Develop process enhancements that embed new regulatory requirements into business operations. Design and advise on enhancements for trade compliance policies, operating procedures and technology control plans. Advise on trade compliance training for a variety of audiences involving classification of technology, software and/or source code. Advising and problem solving on compliance issues involving technology transfers and IT controls/security for controlled technology and supply chain restrictions that have a broad impact on the business. Partner to solve unique and complex problems that have a broad impact on the business involving classification, technology controls and supply chain trade regulations. Advise and manage projects to enhance legal processes, procedures and protocols for trade controls embedded in all functions of the organization. Undertake special projects and supporting other compliance program initiatives. Major Areas of Responsibility As an in-house attorney focused on trade compliance, you will advise on cross-border transactions and a wide range of international trade compliance matters. This senior counsel position will collaborate closely with peers in developing and enhancing both US and non-US compliance processes as geopolitics continue to influence global trade strategy and business for the semiconductor industry. You will coordinate with external legal counsel, as appropriate, and provide legal advice to the company's global business units and departments. You will have frequent contact with internal stakeholders throughout the company's global operations, including executives. Qualifications Juris Doctorate degree and a minimum of 6-8 years of experience in advising multinational businesses on trade compliance matters, including US export controls, imports/customs, sanctions and compliance program development. Excellent academic background. Experience practicing with a top tier law firm and/or multinational consulting group. Ability to quickly demonstrate competence to gain the trust of business stakeholders to achieve a desired objective. Investigations background, preferably in trade related investigations. Self-motivated individual with the ability to work smart and fast independently. Problem Solving: Proactively identifies and solves complex problems, thinking beyond existing solutions and frameworks. Comfortable in balancing competing priorities and changes in scope/direction to align with team and business objectives. Excellent communication skills: Ability to clearly articulate and visually present complex legal advice for senior executives; excellent written work product (compliance policies, procedures, training). Passion for compliance work! Desired Qualifications In-house experience in the semiconductor industry and/or high-tech industry is strongly preferred. Deep experience in the U.S. Export Administration Regulations (EAR). Demonstrated experience in trade investigations, in-house experience preferred. Subject matter expertise with non-US export and import regulatory regimes. Language skills (Mandarin, Korean, or Japanese) are a bonus. #LI Additional Information Time Type: Full time Employee Type: Assignee / Regular Travel: Not Specified Relocation Eligible: Yes The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable. For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement. Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law. In addition, Applied endeavors to make our careers site accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_Program@amat.com, or by calling our HR Direct Help Line at 877-612-7547, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.

Posted 4 days ago

Senior Sales Support Representative - Residential Trade-logo
Senior Sales Support Representative - Residential Trade
FergusonPiscataway, NJ
Job Posting: Since 1953, Ferguson has been a source of quality supplies for a variety of industries. Together We Build Better infrastructure, better homes and better businesses. We exist to make our customers' complex projects simple, successful, and sustainable. We proactively solve problems, adapt and grow to continuously serve our customers, communities and each other. Ferguson is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. Ferguson has approximately 36,000 associates across 1,700 locations. Ferguson is a community of proud associates who operate with the shared purpose of building something meaningful. You will build a career that you are proud of, at a company you can believe in. Ferguson is currently seeking an individual to fill an immediate need for a Senior Sales Support Representative. Schedule: Monday-Friday 7:00AM-4:00PM and one Saturday per month 8am-12pm Responsibilities Work together with Sales associates to support customer needs by determining the best products and solutions. Ensuring the delivery of personalized customer service through timely quotations and accurate sales orders. Coordinate deliveries on behalf of customers. Answer sales calls for general information, addressing and resolving customer concerns or questions. Ability to effectively use customer relationship management (CRM) system and phone system. Qualifications 3-7 years of sales and/or customer service experience is preferred. Exhibit strong skills for sales, including the ability to upsell. Trane and American Standard HVAC product knowledge required Adept at processing warranty details and paperwork Proven track record of responding quickly to customer needs and ability to make decisions in a timely manner. Ability to react well in a fast-paced environment & follow through on commitments. Highly motivated and customer service oriented mentality with ability to build relationships is a plus. General digital literacy including Microsoft Office. Ability to quickly learn product knowledge and processes. At Ferguson, we care for each other. We value our well-being just as much as our hard work. We are committed to a holistic approach towards benefits plans and programs that support the mental, physical and financial well-being of our associates. Our competitive offering not only includes benefits like health, dental, vision, paid time off, life insurance and a 401(k) with a company match, but our associates also enjoy additional meaningful and inclusive enhancements that are adaptable to their diverse situations and needs, including mental health coverage, gender affirming and family building benefits, paid parental leave, associate discounts, community involvement opportunities and more! Pay Range: $24.67 - $39.51 Estimated Ranges displayed are Monthly for Salaried roles OR Hourly for all other roles. This role is Bonus or Incentive Plan eligible. Ferguson complies with all wage regulations. The starting wage may be higher in certain locations based on local or state wage requirements. The Company is an equal opportunity employer as well as a government contractor that shall abide by the requirements of 41 CFR 60-300.5(a), which prohibits discrimination against qualified protected Veterans and the requirements of 41 CFR 60-741.5(A), which prohibits discrimination against qualified individuals on the basis of disability. Ferguson Enterprises, LLC. is an equal employment employer F/M/Disability/Vet/Sexual Orientation/Gender Identity. Equal Employment Opportunity and Reasonable Accommodation Information

Posted 1 week ago

Trade Surveillance Analyst-logo
Trade Surveillance Analyst
Interactive BrokersChicago, IL
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in the office/2 days remote). Interactive Brokers seeks Trade Surveillance Analysts for its Chicago, Illinois, office. This entry-level position has excellent growth potential for highly motivated and exceptional performers. Analysts will report to a Compliance Manager and help ensure the firm complies with the Bank Secrecy Act, USA PATRIOT Act, anti-terrorist financing, sanctions, industry anti-money laundering, and securities laws and regulations. Responsibilities Conducting account activity reviews, including trading, deposit, withdrawal, and public domain activity, to determine if the activity aligns with IBKR policy. Advising management by collecting, analyzing, and summarizing data and trends.  Preparing regulatory filings. Contribute to streamlining current processes and identifying areas for improvement. Review trading data for suspicious activity or patterns of unusual trading. The ideal candidate will have 1-3 years of regulatory compliance experience working for an exchange, a regulatory organization, a broker-dealer (BD), a futures commission merchant (FCM) or a similar organization. Alternatively, experience in internal audit, legal, accounting, or other control functions of a financial services firm or regulator would be beneficial. Absent direct industry experience, we will also consider applicants with excellent bachelor-level educational credentials, some background in finance, economics, data analytics, or similar areas, and strong analytical and quantitative skills. Qualifications, Skills, Attributes:  Strong product knowledge of equity or exchange-traded derivative markets, or, preferably, both High degree of comfort and fluency with computers and technology, and understanding of how technology is applied to business and regulatory problems Excellent oral and written communication skills Detail-oriented with outstanding organizational and project management skills Ability to work both independently as well as in a small team environment, and to multitask with minimal supervision ACAMS, CFE, CFCS, Series 7, or other FINRA licenses or certifications are a plus To be successful in this position, you will have the following: Self-motivated and able to handle tasks with minimal supervision. Superb analytical and problem-solving skills. Excellent collaboration and communication (Verbal and written) skills. Outstanding organizational and time management skills. Company Benefits & Perks Competitive salary, annual performance-based bonus and stock grant Retirement plan 401(k) with competitive company match Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium. Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP) Paid time off and a generous parental leave policy Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks Corporate events, including team outings, dinners, volunteer activities and company sports teams Education reimbursement and learning opportunities Modern offices with multi-monitor setups

Posted 30+ days ago

Apprentice - Elevator Trade - Virginia Beach-logo
Apprentice - Elevator Trade - Virginia Beach
Delaware ElevatorVirginia Beach, VA
Delaware Elevator offers a Federally Approved Apprenticeship program, which consists of a web-based curriculum coupled with on-the-job training. Our program will prepare and groom you to become a successful Elevator Mechanic (installation) or Service Technician. Essential Functions An apprentice will assist a licensed elevator mechanic, at a one-to one ratio, with all aspects of the job including installation, modernization, service, or maintenance. Will learn to assemble, install, repair, or maintain electric or hydraulic freight or passenger elevators, escalators, moving walkways or dumbwaiters. Will maintain and submit weekly on-the-job training sheets, signed, and approved by mechanic - while remaining active with related instruction, following set schedule / guidelines for Apprenticeship program. Will follow all safety guidelines, policies and procedures as directed by mechanic and / or other DEI professionals. Qualifications Applicants must be at least 18 years of age with a high school diploma or equivalent. Applicants must be mechanically inclined, experienced with basic and power tools, physically able to perform fit-for-duty work of the trade, including comfortable with heights. Able to travel out of town as needed, holding a valid / good drivers license - some overnight stays may be required. Successfully pass drug, background screening, and skill assessments; as well as obtain security clearance for ongoing jobsite specific access. Wages - Benefits: In return, you will receive compensation based on experience & skills. We offer an excellent benefit package including medical, dental, vision (paid at 100% for employee, 50 % dependents) - retirement 401k plans, disability, life, AFLAC, wellness plans, member discounts, paid vacations & holidays; as well as continuing education throughout your career.

Posted 1 week ago

Senior Business Manager, Trade Finance-logo
Senior Business Manager, Trade Finance
ScholasticNew York, NY
Job Description: THE OPPORTUNITY This is an exciting opportunity for a financial leader to play a key role in supporting the continued growth of Scholastic's Trade division. Scholastic's Trade division is a leader in creating, developing, marketing and selling children's print and ebooks to multiple retail channels. Among the Trade division's hi-lights are the publication and sale of the best-selling Harry Potter series by J.K. Rowling, the Hunger Games trilogy by Suzanne Collins and the Dog Man series by Dav Pilkey. The Trade division is looking for a bright and intellectual Senior Business Manager who will report into the Senior Director of Finance. The Sr. Manager will be a key member of the Trade Finance team and will work across all domestic and international business units partnering closely with marketing and sales, operations, editorial, accounting, corporate finance, as well as other leadership within the organization. The Sr. Manager will be responsible for supporting all aspects of financial planning and analysis for Trade and assist with the annual Budget (AOP) and quarterly forecasting for both P&L and Balance Sheet, including Free Cash Flow, and month-end closes. The role will also support the Sr. Director across all Trade lines of businesses with all analysis, reporting, cost management, strategic planning, and other ad hoc requests from the senior management team related to all publishing and product development activities. RESPONSIBILITIES In partnership with Sr. Director, manage day-to-day financial functions of Trade, including budgeting, forecasting, reporting, and cost management Provide management and oversight of monthly close process for Trade; address high-level issues with corporate accounting group including working across all support functional groups (Credit & Collections, Accounts Receivables, and Treasury) to manage our outstanding receivables and chargebacks Address financial queries from sales, marketing, operations, and editorial groups; provide ongoing financial leadership to these internal customers, including: Management of overhead expenses with department leads; lead on-going efforts to improve internal controls and reduce costs Partner with NSO Finance on fulfillment and distribution costs Royalty and Advance related functions, including modeling and calculating royalty accrual rate for all properties and monitor adequate royalty reserve levels with the royalty team Manage and create visibility (through reporting) of our prepublication spend levels for acquired titles/assets against budgets Manage internal reporting requirements for Trade division and corporate finance; manage related financial system issues as needed Partner with Accounting on financial matters relating to month end close, audit requests, and support Assist with all financial presentations for annual Budget (AOP) and quarterly forecasting, in MS Excel and MS Powerpoint Prepare performance and financial reports as required Promote continual process improvements Manage staff, providing leadership, financial guidance, and accounting expertise Manage special projects and perform ad-hoc analysis as necessary WHO WE ARE Scholastic Corporation (NASDAQ: SCHL) is the world's largest publisher and distributor of children's books, a leading provider of core literacy curriculum and professional services, and a producer of educational and entertaining children's media. The Company creates quality books and ebooks, print and technology-based learning programs for pre-K to grade 12, classroom magazines and other products and services that support children's learning both in school and at home. With operations in 14 international offices and exports to 165 countries, Scholastic makes quality, affordable books available to all children around the world through school-based book clubs and book fairs, classroom collections, school and public libraries, retail and online. True to its mission of 100+ years to encourage the personal and intellectual growth of all children beginning with literacy, the Company has earned a reputation as a trusted partner to educators and families. Learn more at www.scholastic.com. Some benefits that we offer: Full suite of health and wellness benefits (including a $0 deductible Medical Plan) Retirement Savings Plan 401(k) with options for both Roth and Traditional Contributions Tuition-Free programs for undergraduate and graduate degrees Generous Parental Leave Program Employee Stock Purchase Plan (ESPP) with opportunity for discounted stock at a 15% discount Thank you for your consideration in choosing Scholastic. Qualifications HOW YOU CAN FIT (Qualifications) 10+ Years of experience in Financial Planning and Analysis, with a solid knowledge of accounting and finance fundamentals, in terms of both P&L and Balance Sheet Publishing/Media experience strongly desired Proficient financial modeling skills Superior financial, analytic and spreadsheet skills, particularly in the creation and manipulation of models Detail oriented with excellent written and verbal communication skills, including ability to explain and simplify financial concepts Results-oriented and process-driven; you can understand when work requires precision and where 80% gets you to the desired outcome Must be able to meet schedules and firm deadlines; be able to drive projects forward with limited oversight Excellent interpersonal skills, including strong communication and writing skills; ability to work with and across all levels of management; comfortable in independently building relationships both within and outside the finance organization Willingness to roll up sleeves and get involved to bring daily tasks to completion; drive projects to completion with limited guidance Advanced knowledge of MS Office, including Excel and PowerPoint Time Type: Full time Job Type: Regular Job Family Group: Finance Location Region/State: New York Compensation Range: Annual Salary: 130,000.00 - 145,000.00 EEO Statement: Scholastic is an Equal Opportunity Employer. Our policy is clear: there shall be no discrimination on the basis of race, religion, color, sex, pregnancy, national origin, marital status, sexual orientation, gender identity or expression, age, non-disqualifying physical or mental disability, or status as a disabled veteran or Vietnam veteran. Those factors shall not influence the determination of qualifications for a job or other opportunity within the company. Further, all personnel actions (such as compensation, tuition aid, benefits, transfers, promotions, and dismissals, company-sponsored training, social and recreational programs) shall be administered without discrimination. EEO is the Law Poster EEO Scholastic Policy Statement Pay Transparency Provision

Posted 4 weeks ago

Middle Office Trade Support Analyst-logo
Middle Office Trade Support Analyst
American International GroupWilton, CT
Job Description There is an exciting opportunity, available for the right candidate, to join the AIG Global Capital Markets team as a Middle Office Trade Support Analyst, based in Wilton, Connecticut. The Global Capital Markets (GCM) team is the centralized capital markets group responsible for advising, managing, and executing capital market activities for AIG, a Fortune 500 company, and its affiliates. These market activities cover the interest rate, currency, equity, and credit markets. GCM is responsible for advising, structuring, managing, and executing: Derivative transactions and associated programs FX transactions Asset financing and short-term investment portfolios Debt issuance and liability management Share Repurchase Programs Legacy portfolios and entities The team is based in Wilton, Connecticut. As a Middle Office Trade Support Analyst with the GCM team, the new analyst will be responsible for providing support to the GCM front office, partnering with various internal teams that support the business and working with the outsourced GCM service providers. The responsibilities include, but are not limited to: Performing oversight of GCM service providers Monitoring GCM data for completeness and accuracy Portfolio and trade maintenance and modifications Validating and confirming of new transactions Facilitating the legal long form trade confirmation process Reporting of relevant GCM data to internal and external stakeholders Supporting the GCM Front Office with analytical/quantitative services Leading change initiatives relating to GCM's operating model and/or new business opportunities In addition to the responsibilities listed above, the new analyst will have an opportunity to learn and cross-train on the trading responsibilities of the Front Office, and due to the size of the team, will be asked to support the front office, from a trading perspective, during times of peak business demand. Job Requirements The ideal candidate should have: Three to five years of experience within the capital markets or financial services industries Working knowledge of derivative products and/or other asset classes Experience in project management Familiarity with vendor platforms such as Aladdin, Bloomberg, DTCC, FXall, ICD or Kyriba Strong Microsoft Excel skills are preferred Bachelor's degree in related field The candidate must be an effective communicator that possesses strong analytical and organizational skills, is a team player that can take direction, while also having the ability and confidence to suggest process improvements. They should be comfortable with technology but be able to adapt and succeed under adverse conditions. In addition, the candidate must be comfortable operating in a controlled environment and understand the benefit of oversight. Most importantly, the candidate should have a desire to learn and to grow. At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to candidatecare@aig.com. Functional Area: FA - Finance AIG Employee Services, Inc.

Posted 4 weeks ago

Bilingual Trade Issues (Spanish/English Fluent)-logo
Bilingual Trade Issues (Spanish/English Fluent)
Interactive Brokers Group Inc.Fort Lauderdale, FL
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in the office/2 days remote). We are seeking several motivated individuals to join our Financial Services Representative team. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements. The successful candidate will be motivated, have strong initiative, analytical and methodical. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application. What will be your responsibilities within IBKR: Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and an emphasis on courtesy. Client inquiries typically encompass a broad array of themes, including: Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools; Cash deposit and withdrawal activity, position transfers, and account administrative functions. Product availability and attributes; Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions. Margin calculations, Commission structure, interest, and fee. Coordinate activities with other local and international Client Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Client Service is the primary function where calls are predominantly routine but may require deviation from standard screens, scripts, and procedures. The function uses a computerized system for tracking, information gathering, and/or troubleshooting. It requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions. Which skills are required: Bachelor's or Advanced Degree Fluency in Spanish (speaking, reading, and writing) Experience in financial services (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required. Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat. In-depth understanding of the following financial instruments: stocks, securities, options, futures, options on futures, foreign exchange, and fixed income. Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies. Additional language skills are a plus To be successful in this position, you will have the following: Self-motivated and able to handle tasks with minimal supervision. Superb analytical and problem-solving skills. Excellent collaboration and communication (Verbal and written) skills. Outstanding organizational and time management skills. Company Benefits & Perks Competitive salary, annual performance-based bonus and stock grant Retirement plan 401(k) with competitive company match Excellent health and wellness benefits, including medical, dental, and vision benefits, and company-paid medical healthcare premium. Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP) Paid time off and a generous parental leave policy Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks Corporate events, including team outings, dinners, volunteer activities and company sports teams Education reimbursement and learning opportunities Modern offices with multi-monitor setups

Posted 1 week ago

General Contractor - Trade Specialist-logo
General Contractor - Trade Specialist
LessenScottsdale, AZ
Lessen is the tech-enabled, end-to-end property service provider that is transforming how commercial and residential real estate services are delivered and managed at scale. Lessen's technology platform provides data-driven insights that unlock key growth opportunities for the entire real estate ecosystem-including investors, owners, managers, and service providers. The company leverages a network of over 30,000 vetted, qualified vendors (Lessen Affiliates) serving clients with over 1 million properties and completing more than 3.5 million work orders annually across an expanding range of services. Lessen, LLC is a venture-backed, privately held company with offices in Scottsdale and Chicago. Job Summary The General Contractor- Trade Specialist must have extensive knowledge of residential properties. The General Contractor- Trade Specialist plays an integral role in customer and vendor support to a specific client base. This role is responsible for implementing and maintaining client and associate relationships, while serving as a general building subject matter expert for significant and complex issues and queries, proactively resolving their daily challenges and providing expertise and knowledge both internally and externally. What You'll Do Serves as the technical and subject matter expert resource in the general construction field for the department and leadership Review vendor quotes on behalf of client to ensure scope and pricing of suggested work is appropriate Build and maintain professional relationships with clients and vendors to gain an understanding of their operational needs in a specific trade related area, assists in the development and implementation of solutions to meet those needs Develop and coordinate client and internal initiatives and special projects Serve as a key point of contact for internal and external clients; resolving issues with vendors as necessary Proactively resolve significant and complex vendor and client issues; drive all issues towards resolution. Provide support to other trade team members as required Foster a positive work environment and collaborate effectively with all stakeholders Ensure confidentiality of internal and external data Perform ad-hoc projects and other duties as assigned Maintain CPD and awareness of trade / industry developments Seek opportunities for continuous process improvement You Should Have Computer Skills: Intermediate proficiencies in: Microsoft Word, Excel, PowerPoint, Outlook preferred SME in a specific relevant trade 4+ years of experience in the general contracting/general building field or internal promotion from within Lessen Experience working in a Facility Manager or General Contractor, ideally within residential properties Experience with renovations, whole roof replacements, and new build outs Experience with remediation issues, i.e., water, fire, mold, smoke damage, etc Extensive knowledge of permits, county codes, structural requirements Demonstrable experience of solving highly complex trade-related technical issues Previous experience in general contracting field is necessary Bachelor's Degree preferred general contractor, construction, general building, permits, codes, structural, renovations, residential and commercial properties #IND1 Why Lessen: Competitive compensation Health, Dental, Vision, Life, Disability options 401K retirement savings plan Paid vacation, federal and floating holidays Maternity/Paternity Pay Career advancement opportunities All the tools you'll need to be successful Lessen is intentional about attracting, developing, and retaining amazing talent from diverse backgrounds. We're looking for teammates that are enthusiastic, empathetic, curious, motivated, reliable, and will help us amplify the positive & inclusive culture we've been building. Lessen 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, age, protected veteran or disabled status, or genetic information.

Posted 1 week ago

Trade Marketing Lead (Contract Role)-logo
Trade Marketing Lead (Contract Role)
WhoopBoston, MA
At WHOOP, we're on a mission to unlock human performance and healthspan. WHOOP empowers members to perform at a higher level through a deeper understanding of their bodies and daily lives. We are seeking a strategic and execution-focused Trade Marketing Lead to manage our go-to-market efforts across key retail partners, both in-store and online. This role is essential in driving brand presence, engagement, and sell-through by developing best-in-class retail programs, training experiences, and visual merchandising strategies. You will collaborate cross-functionally with Creative, Operations, and external agencies to ensure excellence in execution across all retail touchpoints. This role is based in the WHOOP office located in Boston, MA and is for a 6-month contract period (mid-July 2025 to end of January 2026). RESPONSIBILITIES: Lead the execution of in-store and online marketing initiatives across key U.S. retail partners, ensuring consistent brand presence and alignment with channel-specific strategies to drive awareness, consideration, and conversion. Establish and maintain visual merchandising standards, developing comprehensive trade marketing toolkits that include point-of-sale (POS) assets such as fixtures, signage, and displays to elevate the WHOOP brand in retail environments. Manage end-to-end relationships with external agency partners, overseeing the development, fabrication, installation, and auditing of physical marketing assets to ensure quality, timeliness, and compliance with retailer requirements. Design and execute in-store events and retail training programs that foster frontline associate engagement, enhance product knowledge, and improve customer sell-through—leveraging both in-person activations and scalable digital learning tools. Plan, coordinate, and manage WHOOP’s participation in national and regional partner events, from concept through execution, to amplify brand visibility, engage consumers, and support key retail relationships. Author detailed creative briefs for trade marketing initiatives, setting clear objectives, KPIs, timelines, and deliverables while ensuring all creative output adheres to WHOOP’s brand guidelines and meets channel needs. Support retail expansion by identifying and driving opportunities for door growth with existing partners, collaborating with sales teams to unlock new placements and deepen in-store presence. Own the trade marketing budget, including strategic allocation, ongoing spend tracking, and post-program performance reviews to ensure efficient use of resources and positive return on investment. QUALIFICATIONS: 5-7 years of experience in trade, experiential and/or brand marketing. Strong understanding of visual merchandising strategy and execution. Strong ability to manage multiple retailers simultaneously. Brings a mix of a creative & commercial mindset to the table. Excellent communication (verbal and written) and stakeholder management skills. Loves getting into the weeds and being a hands-on problem solver. Strong time management skills - executes with pace and possesses a strong sense of urgency. Passion for fitness, health, & technology. Willingness to travel (up to 10%). Interested in the role, but don’t meet every qualification? We encourage you to still apply! At WHOOP, we believe there is much more to a candidate than what is written on paper, and we value character as much as experience. As we continue to build a diverse and inclusive environment, we encourage anyone who is interested in this role to apply. WHOOP is an Equal Opportunity Employer and participates in E-verify to determine employment eligibility. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This role is based in the WHOOP office located in Boston, MA and is for a 6-month contract period (mid-July 2025 to end of January 2026).

Posted 1 week ago

Director, Global Trade Compliance REMOTE-logo
Director, Global Trade Compliance REMOTE
Leica BiosystemsAustin, Texas
Leica Biosystems (LBS) is an operating company in Danaher’s (DHR) diagnostics (Dx) segment and a global leader in workflow and automation solutions for anatomic pathology laboratories. LBS provides a comprehensive product range for each step in the pathology process, from sample preparation and staining to imaging and reporting, helping improve workflow efficiency and diagnostic confidence for customers worldwide. Position Summary and Impact The Director, Global Trade Compliance is responsible for advancing how LBS approaches trade compliance—ensuring LBS remains compliant in an increasingly dynamic global business environment AND identifying and driving strategic opportunities to optimize costs. To meet this mandate, the Director will lead the modernization of LBS’ trade compliance processes, moving LBS from analog to automated, and establishing LBS as a recognized leader in trade compliance. Major Responsibilities Compliance Excellence As a business leader seated in LBS’ Legal and Compliance organization, exemplify and lead with DHR’s “culture of and”—exceptional results AND compliance, always. Build positive and collaborative relationships with customs authorities, other regulators, and internal stakeholders. Drive comprehensive trade compliance audit programs to identify and countermeasure program gaps and identify process improvement opportunities. Develop and implement comprehensive compliance training programs that ensure regulatory awareness and expertise throughout the organization. Strategic Trade Excellence Drive technology adoption and automation in classification, valuation, auditing, and licensing. Integrate trade compliance intelligence into LBS’ broader enterprise risk management programs and processes, proactively communicating trade-related risks. Optimize duty structures and cost-saving opportunities. Team Development and Capability Building Design, recruit, and lead a high-performance team of trade compliance subject matter experts that is purpose built to support LBS’ global footprint and business needs. Essential Qualifications BS/BA and 10+ years leading trade compliance programs and teams in metric/KPI-driven global manufacturing organizations in medical device manufacturing or other highly-regulated sectors. Deep global trade compliance subject matter expertise, with demonstrated ability to explain complex trade compliance concepts to senior business leaders and handle Q&A. Preferred Qualifications Advanced degree in International Business, Trade, Law, or related field; MBA or JD preferred. Professional certifications in trade compliance or customs law. Key Competencies Healthy ambition , defined as an innate drive to work hard and be a person of influence in the organization, producing great results and steadily progressing to and through roles of increasing responsibility and expanding people leadership. Curious, analytical mindset and skillset , defined as an innate drive to understand our business and organization and your area(s) of SME responsibility on a deep level, and a demonstrated ability to collect and use data to make decisions and solve problems. Commitment to excellence , defined as an innate drive to hold yourself, your team(s), and your colleagues to the highest standard, and for your function(s) and work product to define “what good looks like” for others. Commitment to service , defined as a passion for helping your colleagues, and our business and customers, succeed. Unwavering commitment to integrity, honesty, transparency, and compliance , as befits a functional leader, people leader, and member of the Legal and Compliance organization in a multi-billion dollar global business with a “culture of and ” (the best results for our associates, customers, and shareholders AND an unwavering commitment to integrity, honesty, transparency, and compliance in everything we do). Key Relationships LBS Leadership: Senior Director Enterprise Programs (supervisor), VP Legal and General Counsel, President and L1 team, Global Supply Chain organization. DHR Partners: DHR Trade Compliance Director, Dx Platform Trade Compliance Director, Dx Platform Group VP and General Counsel, other operating company Trade Compliance leaders. External Stakeholders: Customs and regulatory authorities, customs brokers, freight forwarders, trade compliance consultants. Work Arrangements Remote position with candidates in Chicago/Milwaukee metropolitan area strongly preferred. Global travel required (~10%, flexible). ********* This job description in no way states or implies that these are the only duties to be performed by this associate. The incumbent is expected to perform other duties necessary for the effective operation of the department or unit. This job description may be changed at any time. The salary range for this role is $160.000.00 - $200,000.00. This is the range that we in good faith believe is the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range. This range may be modified in the future. This job is also eligible for bonus/incentive pay. We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. #LI-Remote This job description in no way states or implies that these are the only duties to be performed by this associate. The incumbent is expected to perform other duties necessary for the effective operation of the department or unit. This job description may be changed at any time. Join our winning team today. Together, we’ll accelerate the real-life impact of tomorrow’s science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life. For more information, visit www.danaher.com . Danaher Corporation and all Danaher Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. We value diversity and the existence of similarities and differences, both visible and not, found in our workforce, workplace and throughout the markets we serve. Our associates, customers and shareholders contribute unique and different perspectives as a result of these diverse attributes. The EEO posters are available here . We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us at applyassistance@danaher.com to request accommodation #LI-VM1 Join our winning team today. Together, we’ll accelerate the real-life impact of tomorrow’s science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life. For more information, visit www.danaher.com . Danaher Corporation and all Danaher Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. We value diversity and the existence of similarities and differences, both visible and not, found in our workforce, workplace and throughout the markets we serve. Our associates, customers and shareholders contribute unique and different perspectives as a result of these diverse attributes. The EEO posters are available here . We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us at applyassistance@danaher.com to request accommodation.

Posted 2 weeks ago

Dealer Trade Driver-logo
Dealer Trade Driver
Don Hinds FordFishers, Indiana
As needed Dealer Trade Driver Transporting vehicles from our dealership to another dealership and back.

Posted 30+ days ago

Vehicle Purchasing & Trade-In Sales Consultant-logo
Vehicle Purchasing & Trade-In Sales Consultant
McDonald CompaniesSaginaw, Michigan
Who Are We? Are you ready to start a career leading a talented team to success, with opportunities for outstanding performance and personal growth? Do you want to work for a fun, professional and forward thinking company that values exceptional customer service and high employee satisfaction? Look no further— McDonald Auto Group is the place for you! We are a second-generation, family-owned business that has been a part of the Mid-Michigan community for over 100 years, with deep ties to Saginaw and the Saginaw Valley. We currently operate 9 franchised dealer brands across 5 locations, employing over 200 dedicated team members. At McDonald Auto Group, we strive to create a dynamic work environment where our employees enjoy coming to work and find fulfillment in their roles. We believe that our greatest asset is our people, and only the best team members can deliver the exceptional customer service we're known for. Job Summary: Tri-State Auto , the Car Buying Center for McDonald Auto Group , is seeking a motivated and customer-focused Vehicle Purchasing & Trade-In Sales Consultant to join our team. In this role, you will be responsible for engaging with inbound leads from Kelley Blue Book and other sources, assessing customer needs, and facilitating the purchase or trade-in of their vehicles. Your goal is to provide a seamless and professional experience while maximizing vehicle acquisition opportunities for our wholesale or retail sales channels. Key Responsibilities: Respond promptly to inbound leads via phone, text, and email to assess customer needs. Guide customers through the vehicle appraisal, trade-in, and purchase process. Conduct market research to determine competitive offers for vehicle acquisitions. Negotiate fair and competitive pricing for vehicle purchases. Collaborate with internal teams to facilitate smooth transactions. Maintain detailed and accurate records of customer interactions and transactions in CRM systems. Build and maintain positive customer relationships to enhance trust and future opportunities. Stay informed about industry trends, vehicle values, and wholesale market conditions. Qualifications: Previous experience in automotive sales, car buying, or a related field preferred. Strong communication skills with the ability to build rapport quickly. Ability to multitask and manage multiple leads effectively. Negotiation skills and the ability to close deals efficiently. Familiarity with Kelley Blue Book, vehicle appraisal tools, and automotive pricing strategies. Proficiency with CRM software and digital communication tools. Self-motivated with a results-driven mindset. Benefits: Competitive base salary + commission structure. Opportunities for career growth and advancement. Fun work enviroment, interacting with multiple departments and locations Training and ongoing professional development. If you are a driven professional with a passion for the automotive industry and sales, we invite you to apply for this exciting opportunity!

Posted 1 week ago

Trade Surveillance Analyst (Temp)-logo
Trade Surveillance Analyst (Temp)
Interactive BrokersChicago, IL
Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. About INTERACTIVE BROKERS! This is a hybrid role (three days in the office/two days remote). Interactive Brokers Group has been consistently at the  forefront of trading innovation , starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push boundaries to offer our clients the best trading platform with the most sophisticated features at the lowest cost. Software development is the lifeblood of our firm, and it shows in our stellar brokerage platform. Interactive Brokers is regularly recognized as a  leader in the financial services industry . Interactive Brokers is looking to hire two Trade Surveillance Analysts (temps) for a six-month assignment in its Chicago, Illinois, office. This entry-level position has excellent growth potential for highly motivated and exceptional performers. Analysts will report to a Compliance Manager and help ensure the firm complies with the Bank Secrecy Act, USA PATRIOT Act, anti-terrorist financing, sanctions, industry anti-money laundering, and securities laws and regulations. Day-to-day responsibilities include: Conducting account activity reviews, including trading, deposit and withdrawal, and public domain activity, to determine if the activity aligns with IBKR policy. Advising management by collecting, analyzing, and summarizing data and trends.  Preparing regulatory filings. Contribute to streamlining current processes and identifying areas for improvement. Review trading data for suspicious activity or patterns of unusual trading. The ideal candidate will have 1-3 years of regulatory compliance experience working for an exchange, a regulatory organization, a broker-dealer (BD), a futures commission merchant (FCM) or a similar organization. Alternatively, experience in internal audit, legal, accounting, or other control functions of a financial services firm or regulator would be beneficial. Absent direct industry experience, we will also consider applicants with excellent bachelor ’s-level educational credentials, some background in finance, economics, data analytics, or similar areas, and strong analytical and quantitative skills. Qualifications, Skills & Attributes: Strong product knowledge of equity or exchange-traded derivative markets’ or, preferably, both High degree of comfort and fluency with computers and technology and understanding of how technology is applied to business and regulatory problems Excellent oral and written communication skills Detail-oriented with outstanding organizational and project management skills Ability to work both independently as well as in a small-team environment and to multi-task with minimal supervision ACAMS, CFE, CFCS, Series 7, or other FINRA licenses or certifications a plus  To be successful in this position, you will have the following: Self-motivated and able to handle tasks with minimal supervision. Superb analytical and problem-solving skills. Excellent collaboration and communication (Verbal and written) skills Outstanding organizational and time management skills Company Benefits & Perks Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack Corporate events, including team outings, dinners, volunteer activities and company sports teams Modern offices with multi-monitor setups

Posted today

Counter Sales Representative- Residential Trade-logo
Counter Sales Representative- Residential Trade
Ferguson EnterprisesOklahoma City, Oklahoma
Job Posting: Since 1953, Ferguson has been a source of quality supplies for a variety of industries. Together We Build Better infrastructure, better homes and better businesses. We exist to make our customers’ complex projects simple, successful, and sustainable. We proactively solve problems, adapt and grow to continuously serve our customers, communities and each other. Ferguson is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. Ferguson has approximately 36,000 associates across 1,700 locations. Ferguson is a community of proud associates who operate with the shared purpose of building something meaningful. You will build a career that you are proud of, at a company you can believe in. Ferguson is seeking the right individual to fill an immediate need for a Counter Sales Representative. Schedule: Monday- Friday 7:30am-4:30 OR 8am- 5pm Pay is expected to be between $20-24 based off experience The PERKS of working for Ferguson: Competitive compensation Hourly bonus potential Benefits (Medical, Dental, Vision, Disability, Life Insurance, Wellness Programs, etc.) 401(K) Retirement Savings Plan with company match Paid time off (vacation, sick, personal, holiday, and parental leave) Employee Assistance Programs Associate discounts Community involvement opportunities Opportunities for growth and advancement both professionally and financially Responsibilities: Provides advice to customers regarding the best products to fit their needs Processing orders via order management system Operate cash registers and follow established cash handling procedures Prepare and stage orders for customer pick up Maintain store appearance and merchandising standards as advised Ensure that merchandise is restocked and placed in their respective areas Maintain a safe working environment including PPE (Personal Protective Equipment) Must adhere to all safety regulations, including the correct usage of personal protective equipment (PPE). This includes wearing a safety harness with a maximum weight capacity of 400 lbs Qualifications: 3-5 years of sales experience preferred 2yrs Plumbing industry experience preferred Sales aptitude General computer skills, including knowledge of Microsoft Office applications required Ability to lift, load, and deliver merchandise General math skills to allow for cash accounting An ability to learn is a must have! Excellent decision making and communication skills *Pre-employment drug and background screening required* At Ferguson, we care for each other. We value our well-being just as much as our hard work. We are committed to a holistic approach towards benefits plans and programs that support the mental, physical and financial well-being of our associates. Our competitive offering not only includes benefits like health, dental, vision, paid time off, life insurance and a 401(k) with a company match, but our associates also enjoy additional meaningful and inclusive enhancements that are adaptable to their diverse situations and needs, including mental health coverage, gender affirming and family building benefits, paid parental leave, associate discounts, community involvement opportunities and more! - Pay Range: - $15.00 - $24.12 - Estimated Ranges displayed are Monthly for Salaried roles OR Hourly for all other roles. - This role is Bonus or Incentive Plan eligible. - Ferguson complies with all wage regulations. The starting wage may be higher in certain locations based on local or state wage requirements. - The Company is an equal opportunity employer as well as a government contractor that shall abide by the requirements of 41 CFR 60-300.5(a), which prohibits discrimination against qualified protected Veterans and the requirements of 41 CFR 60-741.5(A), which prohibits discrimination against qualified individuals on the basis of disability. Ferguson Enterprises, LLC. is an equal employment employer F/M/Disability/Vet/Sexual Orientation/Gender Identity. Equal Employment Opportunity and Reasonable Accommodation Information

Posted 2 weeks ago

Customs & International Trade Tax Manager-logo
Customs & International Trade Tax Manager
PricewaterhouseCoopersRaleigh, New York
Industry/Sector Not Applicable Specialism Transfer Pricing Management Level Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In transfer pricing at PwC, you will focus on providing guidance and support to clients on transfer pricing matters. In this field, you will help businesses establish and maintain appropriate pricing for transactions between related entities, maintaining compliance with tax regulations and minimising the risk of disputes. Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system. Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion. Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables. Develop skills outside your comfort zone, and encourage others to do the same. Effectively mentor others. Use the review of work as an opportunity to deepen the expertise of team members. Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements. The Opportunity As part of the Customs and Trade Tax team you are going to lead the way as technology-enabled customs and trade advisors who provide benefits through digitization, automation, and increased efficiencies. As a Manager you are going to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. Additionally, you are going to be responsible for leveraging team strengths, managing performance to deliver on client expectations, and embracing technology and innovation to enhance your delivery. Responsibilities - Manage client service accounts and lead engagement workstreams - Develop, mentor, and supervise team members to deliver top-notch results - Independently tackle and resolve intricate problems - Foster and maintain significant client relationships - Inspire and guide teams through ambiguous scenarios - Maintain PwC’s quality standards and support the firm's strategic objectives - Leverage technology and innovation to boost efficiency and effectiveness - Promote digitization and automation to enhance client impact What You Must Have - Bachelor's Degree - 4 years of experience - CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart - Master of Business Administration in Management, Economics, Finance, Supply Chain Management, Data Processing/Analytics/Science preferred - Admission to the Bar, Licensed Customs Broker - In-depth knowledge of US Customs and Border Protection procedures - Analyzing client internal control practices - Evaluating client compliance with import control regulatory requirements - Knowledge of Harmonized Tariff Classification System - Knowledge of customs valuation and preferential trade agreements - Managing resource requirements and project workflow - Building and maintaining client relationships - Communicating unique selling points - Supervising teams and creating an atmosphere of trust - Seeking diverse views to encourage improvement - Coaching staff and providing timely feedback - Innovating through new and existing technologies - Working with large, complex data sets Travel Requirements Up to 20% Job Posting End Date Learn more about how we work: https://pwc.to/how-we-work PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $98,300 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

Posted 30+ days ago

Neuberger Berman logo
Trade Management Reconciliation Services Analyst/ Sr. Analyst
Neuberger BermanChicago, IL

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Job Description

The Trade Management Team within Neuberger Berman Middle Office provides support for both Fixed Income and Equity Investment Teams, managing over $90 billion in AUM. This team manages all aspects of the trade lifecycle-including confirmation, settlement, discrepancy resolution, and new account onboarding-for global and domestic portfolios. A key focus for the Sr. Analyst will be oversight of daily internal cashflows, particularly for Equity portfolios, but with cross-coverage for Fixed Income portfolios as well. The team is responsible for ensuring that all cashflow activity and related data are accurately and timely loaded into the Order Management System (OMS) each day.

This position supports a rapidly growing business and requires close interaction with trading desks and other internal stakeholders. The role requires strong attention to detail, process orientation, and the ability to ensure accuracy and timeliness of all system entries. The ideal candidate is highly detail-oriented, technology savvy, able to meet daily deadlines, and comfortable working in a fast-paced environment.

Responsibilities:

  • Process daily cashflow activity for all US fixed income and equity portfolios, including model cash allocations, cash rebalancing between strategies, and verification of data loaded into the Order Management System (OMS).

  • Distribute daily cashflow notifications and updates to Portfolio Managers and Traders and serve as a central point of contact for their inquiries.

  • Communicate with custodian banks (e.g., State Street, Brown Brothers, etc.) to confirm and reconcile subscriptions, redemptions, and resolve discrepancies.

  • Perform daily reconciliation of cash exceptions and review trade breaks between internal platforms (e.g., Aladdin, Prism, RKS) and custodians, ensuring timely resolution.

  • Provide Beginning-of-Day Portfolio Readiness (cash, transactions, holdings) to Portfolio Managers by reviewing reconciliation exceptions for both positions and cash.

  • Facilitate onboarding of new business and portfolios, ensuring accurate and timely system setup.

  • Monitor and review automated processes to ensure accurate data flow from external sources into internal systems.

  • Leverage and learn accounting and operational platforms such as Prism and RKS, as well as custodian portals as required.

  • Support process automation (e.g., Straight Through Processing), efficiency enhancements, risk mitigation projects, and participate in process improvements, including the use of AI and/or ChatGPT for efficiency.

Qualifications

  • Bachelor's degree in Finance, Accounting, or a related field preferred.

  • 1-2 years of relevant industry experience required.

  • Familiarity with equity (preferred) and/or fixed income cashflows is a plus.

  • Detail-oriented, process-driven, and capable of meeting daily operational deadlines.

  • Technology savvy with strong proficiency in MS Office, especially Excel.

  • Experience with BlackRock Aladdin or similar platforms preferred.

  • Experience with custodian portals (State Street, Brown Brothers, etc.) a plus.

  • Experience or interest in leveraging AI and/or ChatGPT for process improvement is a plus.

  • Strong organizational, problem-solving, and communication skills.

  • Ability to work independently and as part of a team in a fast-paced environment.

  • Proven ability to work effectively with internal and external service providers.

About Neuberger Berman Group LLC:

Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.

Compensation Details

The salary range for this role in Illinois is $70,000-$90,000 and the salary range for the role in New York is $70,000-$90,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.

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