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Trade Support Associate-logo
Trade Support Associate
Kayne Anderson Rudnick Investment ManagementLos Angeles, California
Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals. Job Description Kayne Anderson Rudnick is seeking a self-motivated, organized, and dedicated individual to join our team as a Trade Support Associate. This position will support the Portfolio Management Team and Trade desk at KAR in a variety of areas. Duties and Responsibilities: (generally representative of the nature and level of work assigned and are not necessarily all inclusive). Trade Desk Support – Global Equity Focus Liaisons between Trading, Operations, & Portfolio Implementation teams in resolving issues, with a focus on international strategies Execute Private Model only trades in order management system with direction from the Institutional Trading Desk Organize Trade Blotter when new orders and programs are initiated. Monitor blocks and adjust blocks as needed. Book trades in order management system and send thru to post-trade. Perform End of the day checks: Institutional order management system and execution management system liaise. Trade Execution Analytics and Reporting Responsible for end of day trading reporting, commission reports, and quarterly Best Ex reports. Assist in enhancing TCA reporting. Assist in FX TCA review. Project lead for issues involving the Trading Desk. Administrative management of accounts: Verify accuracy and suitability of client new account paperwork. Monitor Sponsor platforms and e-mails for account activity, withdrawals, deposits, etc. Generate various reports for WRAP Trading and Portfolio Management Associate teams. Document and file paperwork. Maintain Program trade database and WRAP sponsor list. Coordinate and respond to sponsor inquiries. Distribute client paperwork to necessary parties. Risk Management Review Program trades for all accounts. Reconcile strategy models. Generate and review strategy drift reports. Keep current on Corporate Actions that impact the portfolios. Minimum Qualifications 2 to 4 years relevant investment experience Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.) Ability to competently handle multiple projects and/or tasks simultaneously and meet deadlines. Strong organizational skills, attention to both detail and the big picture. Microsoft Office (Word, Excel, Outlook, Access, Explorer) Proficiency in the following programs or systems would be a plus: Bloomberg, Charles River, GWP, Factset, Vestek, Fiserv APL & MMS. Strong communication skills Able to work as a team. Perform well under pressure. Proactive and inquisitive about markets, financial theory, investment management industry. We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. Competitive Pay Medical, Dental, and Vision Insurance Life and Disability Insurance Health Savings Account with a Company Match Flexible Spending Accounts including Dependent Care Wellness Program Tuition Reimbursement 24-Hour Employee Assistance Program Adoption Assistance Paid Family Care Time Paid Volunteer days Gym onsite Paid Parking Fully stocked kitchen- lunch provided. 3/2 Hybrid (subject to change) KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring. KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com . Salary Range: $79,000- $109,000 The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in a company incentive plan. #LI-BS1 #KAR

Posted 30+ days ago

TELUS CPG Trade Promotion Delivery Consultant (Remote)-logo
TELUS CPG Trade Promotion Delivery Consultant (Remote)
TELUS Agriculture & Consumer GoodsRaleigh, NC
Join our team TELUS Agriculture & Consumer Goods  (TAC) is a great place to work. You can see it in our team members. The diversity of the team and their unique contributions set us apart from the competition. Our success is based as much on our future friendly team as the innovative technology solutions we offer.  Our team members include people like you – enthusiastic, innovative, passionate and energetic. We believe that you'll find our high-performance culture personally fulfilling, professionally challenging, and financially rewarding.   Here's the impact you will make and what we will accomplish together  TAC is leveraging our world-leading technology and innovation to tackle one of the most pressing social challenges of our time – achieving more efficient production while lowering the impact on the environment. We believe that by delivering data insights and digital solutions that empower and connect producers to consumers we can improve the quality, safety and sustainability of our food and consumer goods.  We offer an unmatched suite of innovative solutions and purpose-built applications for every participant in the supply chain, from seed manufacturers and farmers through to grocery stores and consumer goods companies. Our solutions are comprised of the latest technologies that enable our customers to optimize their businesses with more accuracy, efficiency and profit and create unified, trusted and sustainable food and consumer goods value chains.  As a Delivery Consultant, you will play a critical role in delivering value to our Consumer Goods Manufacturers by supporting the onboarding, configuration, and optimization of our commercial planning solutions. Sitting within our Professional Services Team, you will collaborate cross-functionally to ensure seamless client adoption, drive operational efficiency, and support continuous innovation across our solution portfolio. This role combines functional configuration, client communication, and solution enhancement support, making it ideal for individuals who enjoy blending business processes with technology delivery in a dynamic environment. Here's how Assist with solution onboarding and environment configuration based on client needs and data structure Translate business requirements and scenarios into application configurations and business processes, while driving functional and industry best practices  Ability to guide and encourage clients through multiple rounds of data submission and testing  Ability to combine strong business acumen with TPM application capabilities to effectively solve complex business requirements  Collaborate with integration teams to ensure clean data mapping and accurate validation of transactional flows Conduct training session remotely, with occasional onsite training sessions, with strong facilitations skills to control the room and stay on task Provide technical and process support during client testing cycles Participate in readiness planning and hypercare support during new feature rollouts or platform go-lives Gather client feedback and collaborate with internal product teams to recommend iterative enhancements You're the missing piece of the puzzle A strong understanding of process optimization and how technology enables business transformation Familiarity with the FMCG industry, particularly in the areas of sales, planning, or trade effectiveness Hands-on experience working with enterprise SaaS or cloud-based business platforms Strong virtual presentation and demonstration capabilities  Ability to work across client and technical teams to identify functional requirements and define actionable plans Exposure to data validation, mapping, and integration testing  Excellent facilitation and communication skills across business and technical audiences Ability to build trust with client stakeholders through clear documentation and thoughtful delivery 3+ years of experience supporting SaaS delivery, client onboarding, or business process design A collaborative mindset with the ability to work independently in a fast-paced environment Familiarity with TPM, ERP, or CRM platforms is advantageous Job Information Location - Remote Employment Type - Full Time Career Stream Level - P4 The US base salary range for this position is: $108k - $130k USD and a bonus performance of 15%. Our salary ranges are determined by role, level, and location. Within that range, individual pay is determined by work location and a variety of factors, which may include but are not limited, as applicable, the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held. All candidates are encouraged to apply. Your recruiter can share more information about the specific salary range for your preferred working location during the hiring process. In addition to your salary, TELUS Agriculture & Consumer Goods offers benefits such as, a comprehensive benefits package, incentive and recognition programs, and 401k contribution (all benefits are subject to eligibility requirements and may be dependent on country of residence). Join us Collectively, our talented team and integrated solutions uniquely position us to transform collaboration within the industry at a global level, empowering and connecting producers to consumers for a more efficient, sustainable future. Everyone belongs at TELUS. It doesn't matter who you are, what you do or how you do it, at TELUS Agriculture & Consumer Goods, your unique contribution and talents will be valued and respected. Because the more diverse perspectives we have the more likely we are to crack the code on what our customers want and our communities need. Do you share our passion for enabling remarkable human outcomes? Together, let's make the future friendly. Accessibility TELUS Agriculture & Consumer Goods is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process. #LI-remote

Posted 30+ days ago

Senior Software Engineer - Trading and Trade Operations-logo
Senior Software Engineer - Trading and Trade Operations
Artisan PartnersMilwaukee, Wisconsin
The Developer for the Trading and Trade Operations Application Development team will design, develop, test, and support custom built web applications, third party vended applications, and related integrations. Support responsibilities include enhancements, fixes and day-to-day maintenance of existing custom and vended applications and integrations. The candidate will need to be proactive and self-directed as well as possess strong communication and collaboration skills. Positioned at the forefront of shaping and advancing technology solutions for our trading and trade operations teams, the role plays a key part in driving efficiency and innovation across enterprise applications. Responsibilities Collaborate with non-IT stakeholders and technical staff to understand problems, and refine business requirements Interpret business requirements and work with team and architects to design a solution Manage the full software development lifecycle, including analysis, design, development, implementation, testing, and debugging Engineer and implement high-quality software solutions, developing new or enhanced business software applications for financial services Test applications and assist with development of automated regression tests Source and identify software problems; modify and enhance existing data, configurations, and computer programs accordingly Research and recommend new technologies to ensure the timely and effective implementation of software solutions Create and maintain documentation for the software development process, including logic, coding, and corrections Support, maintain, and enhance existing custom-built applications and third party vended software Qualifications The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess: A bachelor’s degree in computer science or MIS, or equivalent experience 2 to 7 years of development experience with a proven track record of delivering high-quality enterprise applications Financial services experience required A strong motivation to learn, research new technologies, influence change, and stay current on emerging technologies Highly developed analytical, problem-solving, and troubleshooting skills with a keen attention to detail Ability to deliver within tight deadlines Strong verbal and written communication skills with the ability to articulate ideas to both technical and non-technical audiences Demonstrated proactive work ethic, with exceptional ownership and accountability and the ability to manage conflicting priorities Trade Life Cycle business knowledge (or a keen interest in gaining this knowledge) Technical Skills The successful candidate will have experience with or exposure to: Server-side OO development (e.g., Java, C#, or C++) Cloud Development: AWS or other cloud-native development experience Creating RESTful web services and XML messaging integration protocols SQL experience JavaScript frameworks (e.g., AngularJS, BackboneJS, Ember, or ReactJS) Writing automated tests Job scheduling systems (e.g., Active Batch) Supporting an order management application or investment accounting system Experience with Blackrock Aladdin is a plus Privacy Notice for California Applicants Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need. #LI-Hybrid/span>

Posted today

Trade Promotion Management Business Consultant (Remote)-logo
Trade Promotion Management Business Consultant (Remote)
TELUS Agriculture & Consumer GoodsBoston, MA
Ready to create innovative solutions and best practices? Join our team TELUS Agriculture & Consumer Goods (TAC) is a great place to work. You can see it in our team members. The diversity of the team and their unique contributions set us apart from the competition. Our success is based as much on our future friendly team as the innovative technology solutions we offer.  Our team members include people like you – enthusiastic, innovative, passionate and energetic. We believe that you'll find our high-performance culture personally fulfilling, professionally challenging and financially rewarding. Here's the impact you'll make and what we'll accomplish together The business consultant is responsible for all elements applicable to our product throughout the delivery of our projects. This includes ensuring that the design of our solutions is fit for purpose for our customers and documented, front end configuration of the application, documentation of interface specifications, unit testing, SIT & UAT support & guidance, super user training and hyper care support. They will utilise their strong business acumen to solve design decisions with process over customisation, advising our customers on best practice and influencing their design choices.  Here's how Project Design  Lead in design sessions by gathering customer requirements, documenting configuration decisions, working with customers to address gaps with business processes before customisation and set expectations. Configuration Front end configuration of the application to design specifications Testing Unit testing of the application prior to release to the customer, provision & maintenance of standard test scripts , SIT & UAT support Training  Train the trainer for customer super users Hypercare Support through hypercare phase and knowledge transfer to support You're the missing piece of the puzzle CPG experience in either sales or finance roles with exposure to TPM software OR minimum 2 years as a business consultant deploying TPM software Demonstrated understanding of consumer goods functions including demand planning, sales, finance accruals & settlements and RGM  Solid understanding of business process across CPG functions Exceptional communications skills are essential The ability to work & collaborate effectively with a remote team The ability to combine strong business acumen with TPM application capability to effectively solve complex business requirements Join us Collectively, our talented team and integrated solutions uniquely position us to transform collaboration within the industry at a global level, empowering and connecting producers to consumers for a more efficient, sustainable future. Everyone belongs at TELUS. It doesn't matter who you are, what you do or how you do it, at TELUS Agriculture & Consumer Goods, your unique contribution and talents will be valued and respected. Because the more diverse perspectives we have the more likely we are to crack the code on what our customers want and our communities need. Do you share our passion for enabling remarkable human outcomes? Together, let's make the future friendly. Accessibility TELUS Agriculture & Consumer Goods is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process.

Posted 30+ days ago

Senior Analyst - Equity Capital Markets Trade Support-logo
Senior Analyst - Equity Capital Markets Trade Support
0000050176 RBC Capital MarketsNew York, New York
Job Summary Come Work with Us! At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity. What is the opportunity The position will provide Trade Support for the Equity Capital Markets and Debt Capital Markets Trading Desks and revenue generators including the daily reconciliation, support and associated CDS and DTC settlements of equity and fixed income securities. Job Description What will you do ? with internal partners such as Product Control, Equity Capital Markets, Capital Markets, Settlements, and Trade Support teams. Liaise with onboarding teams to assist in account openings processes for institutional accounts. Partner with the internal teams to improve both the efficiency and effectiveness of processes and policies. Confirm all CAD, USD and foreign bonds with clients and ensure that all discrepancies are resolved as soon as possible prior to settlement for new issue trades. Resolving discrepancies will ensure new issues will not fail on settlement date. When necessary, liaise with Front Office, clients, DS Bond back-office, and/or cage to ensure that settlements are properly executed. Reconcile/Balance the daily bonds settlements between Bloomberg TOMs and Broadridge systems to ensure bonds are captured correctly for settlement & accounting purposes. Investigate position and status discrepancies. Ensure prompt action is taken on all new issue settlements same day. Inform the Manager of all issues, which are not resolved same day. Ensure compliance with mandated Unit Financial Controls/SOX Controls and RBC Standing Orders and Policy requirements. Actively monitor processes and workflows between the trading desks and the Operations Group to ensure smooth flow of tickets/information. Identify and recommend changes to improve efficiencies. Identify problems affecting the processing of the day’s work and communicate these to the appropriate person, ensuring problems are effectively resolved. Bridge communication between BCS Operations and other functional groups and strengthen relationship with internal and external stakeholders. What do you need to succeed? Must-have 2-5 years prior experience in Syndicate Operations Series 7 or 99, or commitment to obtain within 60 days of hiring Bachelors Degree Nice-to-have Knowledge of Broadridge back office platform Working knowledge of Bloomberg Advanced Excel and Power-point Skills What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. * A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. * Leaders who support your development through coaching and managing opportunities. * Ability to make a difference and lasting impact. * Work in a dynamic, collaborative, progressive, and high-performing team. * Opportunities to do challenging work. * Opportunities to build close relationships with clients. The expected salary range for this particular position is $85,000 to $100,000 depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: * Drives RBC’s high-performance culture * Enables collective achievement of our strategic goals * Generates sustainable shareholder returns and above market shareholder value Job Skills Communication, Critical Thinking, Customer Service, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time Management Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2025-03-06 Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

Posted today

Senior Director, Trade & Distribution  -logo
Senior Director, Trade & Distribution
Beam TherapeuticsCambridge, MA
Company Overview: Beam Therapeutics is a biotechnology company committed to establishing the leading, fully integrated platform for precision genetic medicines. To achieve this vision, Beam has assembled a platform that includes a suite of gene editing and delivery technologies and is in the process of building internal manufacturing capabilities. Beam’s suite of gene editing technologies is anchored by base editing, a proprietary technology that is designed to enable precise, predictable and efficient single base changes, at targeted genomic sequences, without making double-stranded breaks in the DNA. This has the potential to enable a wide range of potential therapeutic editing strategies that Beam is using to advance a diversified portfolio of base editing programs. Beam is a values-driven organization committed to its people, cutting-edge science, and a vision of providing life-long cures to patients suffering from serious diseases.  Position Overview: The Senior Director, Trade & Distribution will play a critical role in the growth of BEAM and its transformation into a fully integrated biotechnology organization.  This role will set up the Trade & Distribution partners & services for the BEAM portfolio.  This individual will be responsible for developing the strategy for, and driving implementation of, domestic distribution channel solutions that optimize patient access for all BEAM products. This position will report to the VP, Head of US Market Access.   Responsibilities:  Lead and implement strategy development, design, vendor and partner selection, and implementation for domestic channel partnership.  Oversee the required contracting and onboarding of Specialty Distributors.  Develop and lead the creation of any required Specialty Pharmacy Network/partnerships. Including the service level support, required data reporting, and creation of relevant KPIs.  Recommend distribution model design to serve initial product launches and is scalable for future pipeline needs, which drives efficiencies and is fiscally responsible.   Collaborate with Patient Services partners to ensure optimal customer (patient and physician) experience for gaining access.   Implement and manage all vendor contracts to agreed-upon service levels, budgets, and timelines.  Define internal operational capabilities including, but not limited to, data flows and management, performance monitoring, etc.  Be accountable for managing channel partners to ensure timely and fiscally responsible for project execution, delivery of excellent service, and anticipation and implementation of changes quickly.  Maintain a deep understanding of the Distribution, Hospital, GPO’s, Specialty pharmacy channels; understand pharmacy and hospital capabilities and the competitive marketplace.  Develop trade data reporting requirements, performance tracking system, and other tools in collaboration with commercial operations to track engagement and analyze performance metrics.  Clearly communicate goals, progress, risks, and mitigation plans for critical activities impacting launch to leadership during quarterly business reviews.  Collaborate with Supply chain, Finance, CMC, Tech Ops, Regulatory, Legal, Marketing, Finance, Sales, Commercial Operations, Analytics, Quality, and others, as necessary.  Qualifications:  Undergraduate bachelor’s degree required, ideally in health sciences or business/marketing; MBA or other advanced degree preferred  with 18+ years experience. Bio/pharmaceutical experience with at least 10+ years in Market Access roles, including at least 5 years in Channel Strategy (trade, and/or distribution related functions).   Previous experience negotiating successfully with Trade Partners.   Buy-and-bill product experience in US Specialty Care required.   Rare disease, orphan, or ultra-orphan product experience is highly desirable.  Strong understanding of US pharmaceutical supply chain and relevant experience with distribution models, medical and pharmacy benefit dollar flows, trade processes, state licensing requirements, etc.  Current knowledge of drug distribution channels including hospital, GPO’s, specialty distribution and specialty pharmacy, and government programs, such as 340B, State Medicaid, Medicare Part D.   Understanding of regulatory agency requirements or policies that govern drug distribution.  Demonstrated skills in data analytics, business planning, negotiations, financial acumen, contract pull-through, and problem-solving.  Strong leadership skills and ability to partner / effectively collaborate across functions to gain alignment and improve business performance.  Demonstrated ability and proven history of driving execution.   Willingness to work with ambiguity and candor.   Highly organized and detail oriented, with strong presentation and writing skills, proactive communications.    

Posted 2 weeks ago

Trade Analyst - Natural Gas-logo
Trade Analyst - Natural Gas
DRW Houston, TX
  DRW is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets around the world. We value autonomy and the ability to quickly pivot to capture opportunities, so we operate using our own capital and trading at our own risk. Headquartered in Chicago with offices throughout the U.S., Canada, Europe, and Asia, we trade a variety of asset classes including Fixed Income, ETFs, Equities, FX, Commodities and Energy across all major global markets. We have also leveraged our expertise and technology to expand into three non-traditional strategies: real estate, venture capital and crypto assets. We operate with respect, curiosity, and open minds. The people who thrive here share our belief that it is not just what we do that matters–it is how we do it. DRW is a place of high expectations, integrity, innovation, and a willingness to challenge consensus. Our North America Energy Commercial Operations is looking to add a Natural Gas Trading Analyst to the team. This role is tasked with providing day to day support to the Energy trading and origination teams with a focus on Natural Gas.  As such, this role will provide direct support and have extensive interaction with traders, originators and other key stakeholders.  DRW is focused on creating market advantages through data and this position will be exposed to and work with large datasets. Job Responsibilities Daily reporting and validation of PnL, valuation, position and risk for the NA Natural Gas desks for Traders and key stakeholders, which includes detailed PnL analysis, attribution reporting, risk projection, etc. Provide direct support to and interact with traders, schedulers, originators on position management, complex trade bookings, proposed/new trade support, valuation models and ad hoc analysis. Gain understanding of product flows and hedging/trading strategies of each portfolio. Proactively become a key user and subject matter expert of the firm’s proprietary systems and applications and 3 rd party ETRM used for trade capture and valuation. Includes an understanding of reference data, trade bookings, processes and controls to support PnL and risk reporting. Interact daily and coordinate with other functional departments on problem resolution and testing and implementation of new trade structures, complex deals, testing of new instruments, etc. to ensure accuracy and completeness of data requirements and supporting processes. These departments include Scheduling, Market Risk, Credit, Accounting, Scheduling, Financial Operations, Treasury. Support structured origination transactions and recommend booking methodology to ensure proper valuation and risk reporting. Work with Quantitative Research team on option models, inputs and valuation/risk results. Coordinate with other team members and provide backup/coverage for the Power desks Liaise with technology teams to secure proper support/coverage for ongoing operations and implement enhanced workflows, with a focus on process efficiency, risk reduction, and alignment with DRW standards. Work closely with Business Management and other internal teams to onboard new desks, traders, and products timely and efficiently Coordinate with global commodity teams to ensure consistency of trade valuation/modeling and gain understanding of regional differences. Job Requirements 3+ years of experience working in middle office functions supporting physical and financial Natural Gas or Power trading across North America. Firm understanding of physical natural gas and/or power infrastructure and market dynamics – including pipelines/interconnects, storage fields, trading hubs, supply/demand, ISOs, transmission, etc. Firm understanding of physical natural gas and electricity transaction types, including related risk and valuation results Strong Excel skills and ability to work with databases, SQL, APIs, and prior python coding experience are all preferred. Ability to navigate and analyze P&L across large amounts of data inclusive of trade count, forward marks, and settlements. Firm understanding of financial valuation concepts –MTM, realized vs unrealized P&L, discounting, etc. and the full trade lifecycle for physical and financial trading Prior interaction with front office and senior management teams in an active trading environment a must. Experience and working knowledge of third party ETRMs, including implementation and maintenance (prefer Endur/OpenLink). Bachelor’s degree in Mathematics, Engineering, Economics, Finance, Accounting, or material equivalent exposure. Demonstrated ability to work independently and quickly solve problems. Able to perform repeatable tasks with consistent results. Able to handle sensitive financial data appropriately. Accuracy and reliability/attention to detail is a must. For more information about DRW's processing activities and our use of job applicants' data, please view our Privacy Notice at https://drw.com/privacy-notice . California residents, please review the California Privacy Notice for information about certain legal rights at https://drw.com/california-privacy-notice . #LI-DW1  

Posted 30+ days ago

Business Analyst, Trade And Fund Processing Technology-logo
Business Analyst, Trade And Fund Processing Technology
Point72New York, NY
A CAREER WITH POINT72'S TECHNOLOGY TEAM As Point72 reimagines the future of investing, our Technology group is constantly improving our company's IT infrastructure, positioning us at the forefront of a rapidly evolving technology landscape. We're a team of experts experimenting, discovering new ways to harness the power of open-source solutions, and embracing enterprise agile methodology. We encourage professional development to ensure you bring innovative ideas to our products while satisfying your own intellectual curiosity. The Back Office Technology Team supports trade processing, position keeping, clearing/settlement, fund accounting, trade reconciliation and prime broker integrations. The team partners with Middle and Back Office business users to customize and implement solutions supporting trade processing and new business developments. WHAT YOU'LL DO We are seeking an experienced accounting professional to join our Back Office Technology team supporting SS&C Advent Geneva platform. Specifically, you will: Act as the primary point of contact between Accounting Operations users, Geneva Support, and Development Leverage your portfolio accounting expertise and Geneva knowledge to facilitate seamless communication and troubleshoot accounting related issues, while also managing system upgrades and portfolio reinitializations Resolve trial balance, valuation, general ledger, and profit and loss discrepancies in Geneva reporting Provide prompt and accurate responses to inquiries regarding Geneva and its implementation of the Accounting Life Cycle Work closely with SS&C to support the firm in implementing new financial products and exploring innovative Geneva portfolio accounting features. WHAT'S REQUIRED 8+ years of experience working with the Geneva accounting system Bachelor's degree in finance, accounting, information technology, or a related field Experience in modeling new financial products for valuation and reporting in Geneva Experience with SQL and data analysis tools Excellent analytical and problem-solving skills Ability to interpret complex financial instruments, data and transactions Strong verbal and written communication skills Ability to effectively collaborate with cross-functional teams, including IT, finance, and operations teams Experience managing multiple priorities and projects simultaneously Understanding of accounting standards and regulatory requirements Experience in the investment management or financial services industry Commitment to the highest ethical standards WE TAKE CARE OF OUR PEOPLE We invest in our people, their careers, their health, and their well-being. When you work here, we provide: Fully-paid health care benefits Generous parental and family leave policies Volunteer opportunities Support for employee-led affinity groups representing women, people of color and the LGBTQ+ community Mental and physical wellness programs Tuition assistance A 401(k) savings program with an employer match and more ABOUT POINT72 Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry's brightest talent by cultivating an investor-led culture and committing to our people's long-term growth. For more information, visit www.Point72.com/about. The annual base salary range for this role is $200,000-$275,000 (USD) , which does not include discretionary bonus compensation or our comprehensive benefits package. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things.

Posted 30+ days ago

Post Trade Software Engineer-logo
Post Trade Software Engineer
PDT PartnersNew York, NY
Post Trade owns the platform that routes and manages all of our post-trade data, as well as the software that handles the intricate needs of our fund accounting and operations teams. Designing software tailored to those needs-related to trade data, expense allocation, and financing, to name a few-is a top business priority with clear, significant impact. Your systems will be used by nearly every team at the company. Successful candidates come from very strong technical and academic backgrounds, are interested in solving complex technical issues, wish to be deeply involved in hands-on programming. They also enjoy ownership of business-critical projects, working on the full life cycle of large complex systems, from designing and implementing new components and features to supporting and enhancing existing functionality. This is a hybrid position and will require the person to work from our New York City office at minimum 3 days a week Why join us? PDT Partners has a stellar 30+ year track record and a reputation for excellence. Our goal is to be the best quantitative investment manager in the world-measured by the quality of our products, not their size. PDT's very high employee-retention rate speaks for itself. Our people are intellectually extraordinary, and our community is close-knit, down-to-earth, and diverse. Responsibilities: Understand and anticipate the software challenges faced by our fund accounting and operations teams, then engineer efficient, user-friendly solutions Lead the evolution of our post-trade technology stack for research, finance, risk, and compliance Help select, vet, and integrate open-source and third-party platforms Below is a list of skills and experiences we think are relevant. Even if you don't think you're a perfect match, we still encourage you to apply because we are committed to developing our people. 3-5+ years of professional software development experience Experience designing scalable and highly reliable software systems Familiarity with Linux, distributed systems programming, and multithreaded programming Significant experience programming in an object-oriented programming language Experience in and enthusiasm for scoping requirements and collaborating with colleague-clients Knowledge of, or interest in, trading and finance is beneficial Bachelors or Masters degree in an Engineering or Applied Sciences field from a rigorous academic program or equivalent professional experience. The salary range for this role is between $195,000 and $225,000. This range is not inclusive of any potential bonus amounts. Factors that may impact the agreed upon salary within the range for a particular candidate include years of experience, level of education obtained, skill set, and other external factors. PRIVACY STATEMENT: For information on ways PDT may collect, use, and process your personal information, please see PDT's privacy notices.

Posted 1 week ago

Trade Specialist (General trades knowledge – plumbing, electrical, HVAC, landscaping or similar)-logo
Trade Specialist (General trades knowledge – plumbing, electrical, HVAC, landscaping or similar)
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. The 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 specific trade related SME 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: 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 Review vendor quotes on behalf of client to ensure scope and pricing of suggested work is appropriate Develop and coordinate client and internal initiatives and special projects Serves as a technical and subject matter expert resource for the department and leadership 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 relevant field Experience working in an FM, retail, buildings environment Demonstrable experience of solving highly complex trade related technical issues 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 2 days ago

Trade Assistant-logo
Trade Assistant
XpansivNew York, NY
Evolution Markets, an Xpansiv Company, is a dynamic and growing company offering unique career opportunities in energy and environmental trading markets for qualified professionals. If you have experience in commodity markets and are interested in joining an industry leader with a global perspective, an award-winning reputation, and a forward-looking management team, we want to hear from you. Formed in 2000, Evolution Markets has become the green markets leader, leveraging its unrivaled experience and knowledge on behalf of participants in the global carbon, emissions, renewable energy, and over-the-counter (OTC) power, natural gas, oil, nuclear fuel, and biofuels markets. We provide strategic financial and industry-leading transactional and advisory services, including net zero advisory, structured transactions, and data and analytics. Position Summary: We are looking for an ambitious, hardworking individual to act as a trade assistant/operations support for its growing team of brokers, serving various commodity markets. This is an excellent opportunity for candidates seeking employment in the commodity markets, working with seasoned industry professionals in a dynamic work environment. This is an onsite position based in Houston, TX, While Plains, NY or NYC Essential Functions Support brokers on Multiple Brokerage desks with trade execution follow-up and administration; Ensure that all Daily trades are entered into required trading and proprietary systems, within the required time as per Exchange Rules Review daily trade blotters and report information on a daily basis; Enter daily Price Information into internal systems Act as back-up to other members of the operations team, and assist with special operations/trade Assist in KYC & onboarding of new customers Job Requirements 3+ years of experience in commodity markets as a trade assistant and or operations support Knowledge of and Experience with Commodities products a plus The ideal candidate will have an interest in and understanding of global energy commodity and financial markets, including markets infrastructure. Candidate should demonstrate strong analytical and organizational skills; include proficiency with relevant energy commodity trading software and data systems. The ideal candidate will have experience with futures clearers (FCMs) Experience with Trade Entry (ICE, CME, Nodal) systems a plus. Advanced Microsoft Excel proficiency required. Experience with Salesforce a plus. A bachelor’s degree in business is preferred. Detail and results oriented with strong communication skills Ability to thrive in a fast-paced entrepreneurial environment, and work well in a tight-knit team environment. What can you expect throughout the interview process: Step 1- Shortlisting of resume & Recruiter screening Step 2- "Get to know you" Interview with the Hiring manager Step 3- Meeting with the team Base Salary Compensation for this role will vary among specific regions due to geographic differentials in the labor market, actual pay will be determined considering factors such as relevant skills and experience, knowledge, education and training. However, compensation in the following regions is expected to be as follows: NYC: Compensation is expected to be between $65,000 and $75,000 Here at Xpansiv, we cultivate diversity, celebrate individuality, and believe unique perspectives are key to our collective success in building trust and transparency in global efforts toward net-zero future. Xpansiv is committed to equal employment opportunity regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, protected veteran status, or any status protected by applicable federal, state, or local law. Note to Recruiters: Xpansiv does not accept unsolicited resumes or referrals from placement agencies, staffing vendors or other external parties seeking recruiting fees without a signed formal agreement.

Posted 2 days ago

Trade Compliance Specialist-logo
Trade Compliance Specialist
E-SpaceArlington, TX
Ready to make connectivity from space universally accessible, secure and actionable? Then you’ve come to the right place! E-Space is bridging Earth and space to enable hyper-scaled deployments of Internet of Things (IoT) solutions and services. We are building a highly-advanced low Earth orbit (LEO) space system that will fundamentally change the design, economics, manufacturing and service delivery associated with traditional satellite and terrestrial IoT systems. We’re intentional, we’re unapologetically curious and we’re 100% committed to innovate space-based communications and deliver actionable intelligence that will expand global economies, protect space and our planet and enhance our overall quality of life. As a Trade Compliance Specialist, you coordinate the processes of export and import and drive the implementation of the Trade Compliance Policy requirements into everyday business operations. The Specialist is responsible for matters related to export and import customs classification and obtaining export / import permits in accordance with USA regulations. The Specialist will support the functions in trade compliance matters and help avoid unnecessary risk and cost (reputational and financial) associated with U.S. import and export compliance. The Specialist will help ensure that the E-Space global trade compliance policy and procedure requirements are embedded within all impacted E-Space business operations and relevant functions by providing awareness, training and communicating the Policy & Procedures ensuring all functions understand the requirement & scope of impact. This position will report to the Director of Trade Compliance & Procurement and will work closely with our Engineers and other business support teams. This position is based in our Arlington, TX office. What you will do: Assist the Director of Trade Compliance with oversight of the Trade Compliance Policy, the Technology Control Plan, procedures, system tools, governance, and due diligence activities for U.S. import and export compliance Provide guidance and support while mitigating risks and costs for all aspects of imports including, but not limited to, HTS classification, country of origin determination/certification, FTA applicability, marking, labeling (product and packaging), antidumping, U.S. Customs Broker interface, and all modes of transportation requirements in accordance with applicable rules and regulations Provide guidance and support for all aspects of exports including, but not limited to, export document preparation, coordination and scheduling of export shipments, apply country of origin declarations, understand the concepts of ECCN/USML classification, tech data transfer controls, and familiarity with foreign visitor security practices Prepare and review necessary documentation for shipments such as invoices, packing lists, bills of lading, and customs forms validating their accuracy Maintain accuracy, completeness, and alignment of import/export-related data in all systems Serve as the point of contact for suppliers and clients regarding shipment inquiries and updates Keep updated on all U.S. Customs and export regulatory updates and changes Perform Denied Party List screening and act when appropriate. Assist with drafting export license applications and interact with U.S. government agencies Assist with program and transactional assessments and audits Maintain accurate records of shipments and related data for future reference and reporting Maintain and develop compliance tracking tools and documented procedures Collect, review, analyze, and interpret complex documents What you bring to this role: Bachelor’s degree in International Business, Supply Chain or other related studies highly preferred Minimum 3-5 years’ experience working and administering import and export shipments Ability to qualify as an Empowered Official as it relates to the ITAR Professional import, export, and/or international business certification Proficiency in import / export control regulations, sanction laws, and customs procedures Experience conducting trade compliance assessments, audits, and implementing corrective actions Strong working knowledge of HTSUS, CFRs, CBP directives, and bulletins Understanding of the import process from origin, shipping, entry, and post entry requirements Strong problem-solving skills and the ability to manage complex issues Exceptional communication skills, both written and verbal, and the ability to influence stakeholders Bonus points for the following: US Customs Broker license Experience in preparing and submitting U.S. export licenses Experience developing and implementing procedures Experience in Aerospace & Defense, Space Vehicles, and/or Semiconductor industries is a plus We are redefining how satellites are designed, manufactured and used—so we’re looking for candidates with passion, deep knowledge and direct experience on LEO satellite component development, design and in-orbit activities. If that’s your experience – then we’ll be immediately wow-ed. E-Space is not currently able to provide employment sponsorship for candidates who do not hold work authorization for the location of this role. Why E-Space is right for you: As a member of our team, you will play a crucial role in driving our success. Our team members have a strong sense of dedication and responsibility; this includes a strong commitment to our mission to create an entirely new suite of global capabilities to improve lives, business efficiencies and build a smarter planet. This means that there will be times when extra hours, including nights and weekends, may be needed to meet critical deadlines and mission goals. In return, we offer a dynamic work environment with opportunities for professional growth and development and the chance to make a meaningful impact in a high-growth industry. We want you to make the most of your journey at E-Space. That’s why we support and invest in the physical, emotional and financial well-being of our team members and their families. Some of what you can expect when working at E-Space: • An opportunity to really make a difference • Sustainability at our core • Fair and honest workplace • Innovative thinking is encouraged • Competitive salaries • Continuous learning and development • Health and wellness care options • Financial solutions for the future • Optional legal services (US only) • Paid holidays • Paid time off

Posted 30+ days ago

Senior Manager Of Global Trade-logo
Senior Manager Of Global Trade
DXC TechnologyANY CITY, VA
Job Description: Key Responsibilities: Compliance Management: Direct and manage the company's global trade compliance programs, ensuring adherence to all relevant laws and regulations. Policy Development: Develop and implement, in collaboration with the broader Integrity Team, policies and procedures to ensure compliance with regulatory requirements. Monitoring and Reporting: Oversee internal controls and assessment systems that monitor and report on regulated activities and processes, identifying gaps, and drive implementation of enhanced controls. Risk Management: Partner with Integrity Risk Management to conduct risk-based compliance testing of existing procedures and controls to identify, detect, and correct noncompliance with global trade, export, re-export, and import activities. Regulatory Updates: Assist in the identification, evaluation, implementation and ongoing monitoring of DXC's regulatory environment. Evaluate and implement changes to compliance processes due to new or amended regulations. Government Reporting: Coordinate, consolidate, and provide various government agencies with accurate data as required by regulations and/or laws. Training and Communication: Collaborate with DXC Integrity's Policy, Education and Awareness leads to enhance, create, deploy, and monitor compliance with global trade training and communications to inform impacted employees and third parties about DXC's compliance requirements. Global Trade Compliance: Champion DXC Integrity's global trade compliance program, ensuring adherence to all import/export laws and regulations. Develop and implement comprehensive global trade compliance policies and procedures, including Export Controls, Licensing, Due Diligence, Import Regulations, and Sanctions. Strong acumen to analyze and provide definitive direction to internal parties on regulatory guidance, client RFP responses, and appropriate actions on secure accounts. Management Experience: Experience in managing global trade compliance programs and leading a team of international trade compliance professionals. Qualifications: Education: Bachelor's degree in Law, Business Administration, or a related field. Juris Doctorate preferred. Experience: Minimum of 10 years of experience in regulatory compliance, preferably within a public corporation. Prior U.S. public sector experience a plus. Skills: Strong understanding of regulatory requirements including, but not limited to, the U.S. State Department, Commerce Department, and Treasury Department, excellent analytical and problem-solving skills, effective communication, and leadership abilities. Global Trade Expertise: Thorough knowledge of global trade compliance issues, including export controls, import regulations, customs valuation, classification methodologies, origin, and licensing determinations. Compensation at DXC is influenced by an array of factors, including but not limited to the experience, job-related knowledge, skills, competencies, as well as contract-specific affordability and organizational requirements. A reasonable estimate of the current compensation range for this position is $114,200 - $212,000. Full-time hires are eligible to participate in the DXC benefit program. DXC offers a comprehensive, flexible, and competitive benefits program which includes, but is not limited to, health, dental, and vision insurance coverage; employee wellness; life and disability insurance; a retirement savings plan, paid holidays, paid time off. If you are an applicant from the United States, Guam, or Puerto Rico DXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below. We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below. Postings link Disability Accommodations If you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us via email. Please note: DXC will respond only to requests for accommodations due to a disability. Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available here.

Posted 1 week ago

Trade & Distribution Strategy Associate Director - Pove-logo
Trade & Distribution Strategy Associate Director - Pove
Vertex Pharmaceuticals, IncBoston, MA
Job Description Position Summary This individual will lead strategic planning of channel programming, considering North America specific regulations and policies, program sustainability, strategic alliances, patient and customer access, data, class of trade and setting of care. They will inform distribution service agreements and other channel agreements designed to support maximum access, distribution, and overall channel efficiency. They will leverage their expertise of payer access and reimbursement for considerations across a multiple formulation and settings of care. This role requires that you live in the Boston area and in the office 3 days/week. Key Duties & Responsibilities Lead the tactical execution of channel design planning, informing the development of scalable, effective distribution strategies to serve short and long-term expectations while considering financial impacts and patient/customer experience. Collaborate and drive alignment across key stakeholders on distribution and channel strategy development; apply subject matter expertise to maximize patient access and achieve corporate goals. Partner with the Trade and Distribution team and functional business partners to support Vertex's understanding of distribution capabilities, market expertise and differentiation. Spearhead related market research efforts and manage external vendors for additional distribution program design. Develop, issue and review request for proposals to evaluate channel intermediaries Produce business cases and recommendations on channel design, limited distribution and open network designs, strategic alliances (third party logistics providers, specialty pharmacy, wholesaler, specialty distributor, channel data aggregators). Inform and support in relevant fair market valuation exercises. Support in identifying and defining timely evolution of current Vertex distribution programs with a focus on new product launch, risk mitigation, changes in market dynamics, competition, and/or regulatory and legislative changes. Maintain a deep understanding of the distribution, hospital, specialty pharmacy channels; understand pharmacy and hospital capabilities and the competitive marketplace to ensure Vertex maintains an industry leading approach to patient support in specialty channels. Exercise sound judgment in all activities to ensure integrity and compliance with company policies. Promote Vertex core values, leading by example, developing and fostering exceptional collaboration and promote enterprise thinking to drive breakthrough results Required Education Level Bachelor's degree in business or other related area Required Experience Typically requires Biotech industry experience with at least 7+ years in Commercial Market Access, Trade and Distribution and/or contracting related functions preferably in rare disease and/or specialty markets Required Knowledge/Skills Current knowledge of drug distribution channels including specialty distribution and specialty pharmacy. Proven ability to be an independent worker who can lead internal cross functional teams as well as external consultants. Knowledge, experience, and strong understanding with government programs, such as the IRA, 340B, State Medicaid, and Medicare Part D. Relevant experience with distribution networks, new product launches, trade processes, and understanding of pharmaceutical supply chain. Strong analytical skills with solid understanding of Trade channel data (e.g., 867, 852). Expert understanding of medical and pharmacy benefit dollar flows, healthcare policy topics. Strong understanding of the US commercial and government healthcare and reimbursement environment. Proactive communications, attention to detail, self-motivated. Highly organized with strong project management skills. Demonstrated ability to collaborate effectively. Possess a working understanding of compliance with FDA regulations governing pharmaceutical marketing and the PhRMA code for HCP interactions. #LI-BW1 Pay Range: $148,000 - $222,000 Disclosure Statement: The range provided is based on what we believe is a reasonable estimate for the base salary pay range for this job at the time of posting. This role is eligible for an annual bonus and annual equity awards. Some roles may also be eligible for overtime pay, in accordance with federal and state requirements. Actual base salary pay will be based on a number of factors, including skills, competencies, experience, and other job-related factors permitted by law. At Vertex, our Total Rewards offerings also include inclusive market-leading benefits to meet our employees wherever they are in their career, financial, family and wellbeing journey while providing flexibility and resources to support their growth and aspirations. From medical, dental and vision benefits to generous paid time off (including a week-long company shutdown in the Summer and the Winter), educational assistance programs including student loan repayment, a generous commuting subsidy, matching charitable donations, 401(k) and so much more. Flex Designation: Hybrid-Eligible Or On-Site Eligible Flex Eligibility Status: In this Hybrid-Eligible role, you can choose to be designated as: Hybrid: work remotely up to two days per week; or select On-Site: work five days per week on-site with ad hoc flexibility. Note: The Flex status for this position is subject to Vertex's Policy on Flex @ Vertex Program and may be changed at any time. Company Information Vertex is a global biotechnology company that invests in scientific innovation. Vertex is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, sex, gender identity or expression, age, religion, national origin, ancestry, ethnicity, disability, veteran status, genetic information, sexual orientation, marital status, or any characteristic protected under applicable law. Vertex is an E-Verify Employer in the United States. Vertex will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law. Any applicant requiring an accommodation in connection with the hiring process and/or to perform the essential functions of the position for which the applicant has applied should make a request to the recruiter or hiring manager, or contact Talent Acquisition at ApplicationAssistance@vrtx.com

Posted 30+ days ago

Front Office Trade Surveillance VP-logo
Front Office Trade Surveillance VP
Truist Financial CorporationAtlanta, GA
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: An independent team within CIB - Sales, Trading and Research that supports the Surveillance program within CIB. The team performs trade surveillance activities, working with traders, compliance, and other risk functions to review trade surveillance alerts and investigate potential compliance issues. Responsible for the selection, training, development, and evaluation of the teammates supervised. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Identifies risks within Sales, Trading & Research where surveillance programs would support risk mitigation Designs and implements surveillance programs Works with traders, compliance, and other risk functions to review trade surveillance alerts and investigate potential compliance issues. Ensures effective research and documentation alerts Performs surveillance and trading activities to identify potential instances of market manipulation, unfairness to clients, or unauthorized trading Level-specific duties: Supports one or more LOBs in performing trade and electronic communication surveillance activities, working with traders, compliance, and other risk functions to review alerts and investigate potential compliance issues. Performs surveillance of trading activities to identify potential instances of market manipulation, unfairness to clients, or unauthorized trading. Research and document exceptions. Assist in the design and implementation of surveillance reviews. Identify, develop and deliver automated solution opportunities to drive surveillance initiatives. Maintain appropriately detailed written records of surveillance reviews, investigations and trade surveillance activities, including escalation results. Develops subject-matter expertise in trading activities and procedures, rules and regulations governing trading activities. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.1. BA/BS degree Licenses: Series 7, Series 99, Series 24, Series 53 Minimum of 7 years of experience within the financial services industry. Strong understanding of trading activities in one or more financial asset classes (Equities, Fixed Income, or Derivatives). Ability to engage and communicate effectively with management, traders, and internal risk partners. Strong understanding of SEC/FINRA or CFTC/NFA regulations regarding secondary trading. Preferred Qualifications: MBA degree Trade, as well as Regulator or institutional broker dealer compliance experience preferred. The base salary for this position is $140000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 6 days ago

Sea Logistics Trade Lane Development Manager-logo
Sea Logistics Trade Lane Development Manager
Kuehne & Nagel Logistics, Inc.Jersey City, NJ
It's more than a job With a sales career at Kuehne+Nagel, you'll drive long-term business success by mastering sales strategies, nurturing customer relationships and identifying new opportunities. But you will also bring relief and peace of mind to pet owners around the world. Because when you do your job, your colleagues around the world are able to build reliable veterinary supply chains that ensure pets get the care they need. At Kuehne+Nagel, our work is about more than we imagine. In this high profile and customer-facing Sea Logistics position, the individual will be responsible for developing new opportunities for inbound and outbound sea freight business focusing on the LATAM trade lanes. The individual will also be tasked with successfully implementing the sales strategy in conjunction with the wider sales team and executive management. The role will require a highly motivated individual to analyze data sources in order to identify opportunities to develop and execute the overall strategy in line with the company's growth targets. How you create impact Responsible for managing customer accounts, relationships and agreements Leverage the expertise on designated territory to create solutions that will optimize customer's needs and supply chain Be the trade and subject matter expert on designated territory Develop and implement to success a sales plan for designated territory Communicates, presents and conducts regular business reviews with customers at a senior level to assess overall level of satisfaction Ensures close collaboration with the trade team/captain to deliver target growth and market share on respective trade lane Proactively assesses, clarifies, and validates customer needs on an ongoing basis Build an internal network with overseas counterparts to assess pipeline and target accounts Develop pricing strategies (liaise on pricing / RFQ preparation) in tandem with Trade Management and ensure Quotation Qualification Manage & provide customer with timely operational assistance (i.e. routings, escalations, quotes & communication) Develop and maintains comprehensive knowledge of competitive products and their activity in the market place and provides reports, on a regular basis Must be willing to travel as necessary Regular maintenance and proactive updating of sales activities within the Client Relationship Management system Use all resources at your disposal to ensure success and appropriate customer service while complying with all regulatory requirements What we would like you to bring 5+ years of industry experience 5+ years experience in a field sales environment BA/BS or equivalent work experience Experience with RFPs, creating sales planes, and developing customer solutions Knowledge of specific country / territory preferred Fluency in Spanish is a plus What's in it for you Become a valuable part of the Sea Logistics Team at Kuehne + Nagel and enjoy the benefits of being a part of an Industry Leading team! Who we are Logistics shapes everyday life - from the goods we consume to the healthcare we rely on. At Kuehne+Nagel, your work goes beyond logistics; it enables both ordinary and special moments in the lives of people around the world. As a global leader with a strong heritage and a vision to move the world forward, we offer a safe, stable environment where your career can make a real difference. Whether we help deliver life-saving medicines, develop sustainable transportation solutions or support our local communities, your career will contribute to more than you can imagine. We kindly advise that placement agencies refrain from submitting unsolicited profiles. Any submissions of candidates without prior signed agreement will be considered our property and no fees will be paid.

Posted 3 weeks ago

Senior Global Trade Compliance Business Manager-logo
Senior Global Trade Compliance Business Manager
Brooks Automation, Inc.Chelmsford, MA
Brooks is a leading provider of automation solutions with over 40 years of experience in the semiconductor industry, offering precision robotics, integrated automation systems, and contamination control solutions that empower chip manufacturers worldwide. Our product portfolio includes a range of automation solutions, including robots, vacuum systems, and atmospheric robots for semiconductor manufacturing (www.brooks.com). Are you looking for a place where you can be part of a transformation? Join us at Brooks Automation and be a part of a dynamic organization that is shaping the future of technology. Senior Global Trade Compliance Business Manager Job Description We are looking for our next Senior Global Trade Compliance (GTC) Business Manager (BM) for our growing GTC team, as Brooks continues to accelerate its growth journey. The Brooks GTC function reports to General Counsel and has broad authority to enable Brooks' global business. The GTC-BM role will report to the GTC Senior Director and join the outstanding GTC team, partnering cross-functionally with internal and external stakeholders. The GTC-BM will focus on enabling Brooks to conduct its international business legally and efficiently. Brooks GTC focuses heavily on problem resolution, risk identification and mitigation, and value creation to support Brooks' aggressive growth projections. This full-time, salaried GTC-BM role is based in Chelmsford, MA (northwest of Boston) and follows a hybrid work schedule, with four days in the office and one day remote. The position offers strong potential for internal promotion based on consistent performance and contribution. What you'll do: Serve as daily GTC team manager for the wide array of subject-matter areas GTC handles daily to enable Brooks fast-paced business, including all global import compliance and export controls. Manage the daily trade compliance business, such as Group Inbox inquiries from global business units, screening and Oracle hold/release decisions, and data processes. Influence GTC process topics, such as tariffs declarations, drawback flow, HS and ECCN classification, EAR interpretations, export licenses, customs broker and freight forwarder metrics, AES monitoring, post-entry reviews, topical and corporate-campaign trainings, risk assessments, recordkeeping requirements, and similar. Assist with Brooks Legal's risk-based compliance monitoring program using multiple sources of trade data, including Agile, Oracle EBS and Cloud OTM/GTM, government data, screening systems, transactional testing, qualitative interviewing, and Excel/PPT presentation. Contribute to key design decisions (KDD) for Oracle Cloud/OTM/GTM to automate daily compliance processes and maximize efficiency. Support GTC team members with day-to-day compliance business operations, providing both hands-on and first-line escalation support for GTC problem solving, and championing ethical standards. Interact globally with a wide variety of cross-functional personnel, business partners' Trade Compliance staff, and trade agency officials on behalf of Brooks. What you'll bring: Our preference for a successful candidate for this new role is based on our envisioned long-term Global Trade Compliance professional and functional development and includes the following: 5+ years experience in a large/global company GTC environment, or consultancy/law firm handling trade managed services, focusing on generalist Trade Compliance subject matters both import and export. Successful track record enjoying managing GTC team members, in direct- or indirect-reporting structure, in daily trade compliance operations. At least two years experience managing Oracle GTM preferred (or SAP GTS or similar trade automation programs), and the common "bolt-on" trade compliance system capabilities. Moderate to high level of Excel skills, preferably including using vLookup, Pivot tables, and other techniques to perform comparative analyses and collect operational statistics. A passion and knack for process improvement and creative problem-solving in a fast-paced environment. Ability to communicate trade compliance requirements to non-trade compliance persons. Strong verbal and written communication in English; other languages are beneficial especially German, Korean, Chinese, Japanese. A four-year degree in a related field is strongly preferred though not a strict requirement for this position. Customs broker license and other import-related certifications is strongly preferred. Export certifications and/or other formal training is strongly preferred. #LI-ER1 Work Location & Flexibility At Brooks, we aim to foster a collaborative and engaging environment while offering flexibility where possible. Work arrangements may include a mix of in-office and remote work, depending on the nature of the role and business needs. Specific expectations will be shared during the interview process. Brooks is committed to fostering a diverse and inclusive workplace and proudly serves as an equal-opportunity employer. We welcome all qualified applicants regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other legally protected characteristics. Diversity enhances our innovative capabilities and strengthens our ability to serve our customers and communities effectively. At Brooks Automation, we celebrate the unique experiences and perspectives each individual brings, believing they are essential to our collective success. Join us in building a workplace where every team member is valued and can thrive. For applicants with disabilities requiring accommodations, don't hesitate to get in touch with talentattraction@brooks.com or call +1 (978) 262-2400 to discuss your needs. Review EEO Law & EEO Statement. Brooks Automation participates in E-Verify to confirm eligibility for employment in the United States. For more details, visit www.dhs.gov/E-Verify. E-Verify is a registered trademark of the U.S. Department of Homeland Security.

Posted 2 weeks ago

Global Head Of Trade Management-logo
Global Head Of Trade Management
PimcoNewport Beach, CA
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Position Overview: We are seeking an experienced Global Head of Trade Management to lead our trade processing, confirmation, and settlement team within the Trade Floor Operations teams at PIMCO. The ideal candidate is a highly experienced leader who can drive efficiency, enhance operational processes, and leverage technology to optimize the Middle Office globally across asset classes. Key Responsibilities: Oversee and manage the end-to-end trade management process within the Trade Floor Operations teams, ensuring accuracy and efficiency in trade processing, confirmation, and settlement oversight. Daily interactions/management of our back-office service provider who manages our investment book of record (IBOR), asset maintenance, SWIFT and settlement processes. Lead and develop a global team of trade management professionals, fostering a culture of excellence and collaboration across multiple time zones. Partner with technology teams to design, develop, and implement automated solutions that enhance operational efficiency and reduce manual intervention. Identify and evaluate opportunities to incorporate third party solutions and emerging technologies, including blockchain, into trade management processes to drive innovation and improve service delivery. Collaborate with internal stakeholders, including portfolio managers, risk management, and compliance teams, to ensure alignment of trade management practices with overall business objectives. Monitor industry trends and regulatory changes to ensure compliance and best practices in trade management operations. Develop and implement key performance indicators (KPIs) & key risk indicators (KRIs) to measure the effectiveness of trade management processes, drive continuous improvement initiatives, and isolate and address potential high-risk scenarios. Qualifications: Minimum of 10 to 15 years of relevant experience in trade management, with a strong background in managing trade processing, confirmation, and settlements across multiple asset classes and currencies, including fixed income, equities, commodities, and derivatives. Proven experience in leading and managing a global team across multiple regions, with a focus on building high-performing teams as well as experience managing a large third- party vendor. Demonstrated experience in partnering with technology teams to develop and implement automated solutions that enhance operational efficiency. Strong understanding of emerging technologies and third-party software solutions, and the ability to identify opportunities for their application in trade management. Experience working in a fast-paced global institutional asset management firm, with a deep understanding of the complexities and challenges of the industry. Excellent communication, leadership, and interpersonal skills, with the ability to influence and engage stakeholders at all levels. Strong analytical and problem-solving skills, with a focus on data-driven decision-making. Bachelor's degree in Finance, Economics, or a related field. Advanced degree or professional certifications (e.g., CFA, FRM) preferred. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 215,000.00 - $ 360,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

Posted 30+ days ago

Logistics And Trade Compliance Director-logo
Logistics And Trade Compliance Director
Neurocrine Biosciences Inc.San Diego, CA
Who We Are: At Neurocrine Biosciences, we pride ourselves on having a strong, inclusive, and positive culture based on our shared purpose and values. We know what it takes to be great, and we are as passionate about our people as we are about our purpose - to relieve suffering for people with great needs. What We Do: Neurocrine Biosciences is a leading neuroscience-focused, biopharmaceutical company with a simple purpose: to relieve suffering for people with great needs. We are dedicated to discovering and developing life-changing treatments for patients with under-addressed neurological, neuroendocrine and neuropsychiatric disorders. The company's diverse portfolio includes FDA-approved treatments for tardive dyskinesia, chorea associated with Huntington's disease, classic congenital adrenal hyperplasia, endometriosis and uterine fibroids, as well as a robust pipeline including multiple compounds in mid- to late-phase clinical development across our core therapeutic areas. For three decades, we have applied our unique insight into neuroscience and the interconnections between brain and body systems to treat complex conditions. We relentlessly pursue medicines to ease the burden of debilitating diseases and disorders because you deserve brave science. For more information, visit neurocrine.com, and follow the company on LinkedIn, X and Facebook. (*in collaboration with AbbVie) About the Role: Drives development and execution of plans that build and manage an infrastructure to effectively support the company's needs in logistics, distribution, import/export, and trade compliance across a complex supply chain spanning multiple continents, which includes contract manufacturers, distribution centers, and warehouses for pharmaceutical products. Supports effort to ensures that Commercial and Clinical shipments of raw materials, intermediates, drug substance, drug products, and clinical trial materials are delivered securely, reliably and cost-effectively while meeting relevant compliance requirements. _ Your Contributions: Leads, plans and controls the flow of materials, products, services and related systems information from point of origin to point of delivery Directs Global Trade Compliance and related business processes to ensure that all company shipments are conducted in compliance with international regulatory requirements. Includes import-export licensing, shipping lane qualifications, customs declarations, supporting audits of warehouse and distribution centers, shipping/receiving activities, and supporting investigations of product returns and product complaints Assists with the Development and implementation of logistics plans, budgets, and procedures to maximize compliance with customer needs within budget constraints Provides financial reporting of customs duties, freight and storage costs Ensures the secure, reliable and cost-effective delivery of all materials needed to support Neurocrine's global commercial, clinical, research and development activities, while ensuring compliance with the relevant regulatory requirements and Good Distribution Practices (GDP) Assists with maintenance and publishing of metrics relevant to international logistics Identifies and champions continuous improvement and ensure that corrective actions are implemented for logistics-related deviations or unfavorable performance Provides visibility of shipment status to key stakeholders at Neurocrine Assembles all necessary documents to support international shipments and ensure compliance with global trade requirements Manages shipment schedules and priorities Implements and manages standardized distribution practices and protocols, and related requirements for distribution centers, carriers, and related partners Accurately maintains logistics and inventory related transactions in the system of record; researches and corrects data errors as necessary Partners with cross-functional teams for the selection, qualification, implementation, and management of service providers, shipping lanes, and shipping containers Optimizes global logistics spend through analysis of shipping lanes, volumes, and activities Understands and communicates current and updated US and foreign requirements for customs documentation and reporting Supports the development and management of standardized practices for the importation and exportation of materials for Neurocrine globally Provides leadership of logistics and trade compliance activities across Neurocrine Ensures Good Distribution Practices are met at all times Other duties as assigned Requirements: BS/BA degree in Business, Supply Chain Management, Logistics, Operations Management, or equivalent and 12+ years of direct domestic and international logistics experience in the biotech / pharmaceutical industry specifically GDP/GMP regulations and Customs/FDA import procedures, as well as demonstrated experience working in logistics including oversight of 3PL's, freight forwarders and customs brokers, and small package carriers or related experience required; transportation of dangerous goods, and temperature-controlled products including qualification of shipping lanes and containers and launching and distributing new products preferred OR Master's or MBA preferred and 10+ years of experience as noted above Recognized as an internal thought leader with extensive technical and business expertise within a strategic organization Applies in-depth knowledge of own function, business expertise to solve critical issues successfully and innovatively Evaluates key business challenges and completes complex, ambiguous initiatives having cross-functional impact Ability to source vendors, communicate requirements to them, and manage their performance Strong organization, planning, and budget management skills Strong analytical skills, attention to detail, and business process orientation Strong interpersonal and communication skills (written and verbal) and ability to communicate effectively across all levels of the organization with confidence Demonstrated ability to develop effective/collaborative working relationships with cross functional leadership. Ability to understand business requirements, propose solutions, gain alignment, and execute Ability to coordinate and influence the efforts of cross functional teams Ability to prioritize and manage concurrent and, occasionally, competing initiatives in a fast-paced environment. Strong project management skills Ability to work independently as well as part of a team Forward-looking business acumen, with strategic understanding of the broader team impact on the organization Knowledge of direct domestic and international logistics in a biotech / pharmaceutical environment Demonstrated ability to manage logistics including oversight of freight forwarders and customs brokers, and small package carriers Proficient knowledge of GDP/GMP regulations and Customs/FDA import procedures Licensed Customs Broker, preferred Strong knowledge of ERP systems and databases, including Quality Management Systems Proficient knowledge of Microsoft Office and related tools including Excel and Smartsheet Knowledge of transportation of dangerous goods, and temperature-controlled products including qualification of shipping lanes and containers Knowledge of supply chain management and Lean / Six Sigma Knowledge of launching and distributing new products Knowledge of direct domestic and international logistics in a biotech / pharmaceutical environment #LI-TM1 Neurocrine Biosciences is an EEO/Disability/Vets employer. We are committed to building a workplace of belonging, respect, and empowerment, and we recognize there are a variety of ways to meet our requirements. We are looking for the best candidate for the job and encourage you to apply even if your experience or qualifications don't line up to exactly what we have outlined in the job description. _ The annual base salary we reasonably expect to pay is $176,100.00-$255,075.00. Individual pay decisions depend on various factors, such as primary work location, complexity and responsibility of role, job duties/requirements, and relevant experience and skills. In addition, this position offers an annual bonus with a target of 35% of the earned base salary and eligibility to participate in our equity based long term incentive program. Benefits offered include a retirement savings plan (with company match), paid vacation, holiday and personal days, paid caregiver/parental and medical leave, and health benefits to include medical, prescription drug, dental and vision coverage in accordance with the terms and conditions of the applicable plans.

Posted 2 weeks ago

Customs & International Trade Tax Manager-logo
Customs & International Trade Tax Manager
PwCPhiladelphia, PA
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 2 weeks ago

Kayne Anderson Rudnick Investment Management logo
Trade Support Associate
Kayne Anderson Rudnick Investment ManagementLos Angeles, California
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Job Description

Although we value experience and skills, we also care about who you are. We strive to surround ourselves with good people that share our values, that work hard, and that support each other as a team and as individuals.

Job Description

Kayne Anderson Rudnick is seeking a self-motivated, organized, and dedicated individual to join our team as a Trade Support Associate. This position will support the Portfolio Management Team and Trade desk at KAR in a variety of areas.

Duties and Responsibilities: (generally representative of the nature and level of work assigned and are not necessarily all inclusive).

  • Trade Desk Support – Global Equity Focus
    • Liaisons between Trading, Operations, & Portfolio Implementation teams in resolving issues, with a focus on international strategies
    • Execute Private Model only trades in order management system with direction from the Institutional Trading Desk
    • Organize Trade Blotter when new orders and programs are initiated.
    • Monitor blocks and adjust blocks as needed.
    • Book trades in order management system and send thru to post-trade.
    • Perform End of the day checks:
    • Institutional order management system and execution management system liaise.

  • Trade Execution Analytics and Reporting
    • Responsible for end of day trading reporting, commission reports, and quarterly Best Ex reports.
    • Assist in enhancing TCA reporting.
    • Assist in FX TCA review.
    • Project lead for issues involving the Trading Desk.

  • Administrative management of accounts:
    • Verify accuracy and suitability of client new account paperwork.
    • Monitor Sponsor platforms and e-mails for account activity, withdrawals, deposits, etc.
    • Generate various reports for WRAP Trading and Portfolio Management Associate teams.
    • Document and file paperwork.
    • Maintain Program trade database and WRAP sponsor list.
    • Coordinate and respond to sponsor inquiries.
    • Distribute client paperwork to necessary parties.

  • Risk Management
    • Review Program trades for all accounts.
    • Reconcile strategy models.
    • Generate and review strategy drift reports.
    • Keep current on Corporate Actions that impact the portfolios.

Minimum Qualifications

  • 2 to 4 years relevant investment experience
  • Proficient in MS Excel (sort, search, link, pivot tables, formatting, formulas, macros, VB, etc.)
  • Ability to competently handle multiple projects and/or tasks simultaneously and meet deadlines.
  • Strong organizational skills, attention to both detail and the big picture.
  • Microsoft Office (Word, Excel, Outlook, Access, Explorer)
  • Proficiency in the following programs or systems would be a plus: Bloomberg, Charles River, GWP, Factset, Vestek, Fiserv APL & MMS.
  • Strong communication skills
  • Able to work as a team.
  • Perform well under pressure.
  • Proactive and inquisitive about markets, financial theory, investment management industry.

We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness.  We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team.

  • Competitive Pay
  • Medical, Dental, and Vision Insurance
  • Life and Disability Insurance
  • Health Savings Account with a Company Match
  • Flexible Spending Accounts including Dependent Care
  • Wellness Program
  • Tuition Reimbursement
  • 24-Hour Employee Assistance Program
  • Adoption Assistance
  • Paid Family Care Time
  • Paid Volunteer days
  • Gym onsite
  • Paid Parking
  • Fully stocked kitchen- lunch provided.
  • 3/2 Hybrid (subject to change)

KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients.

Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring.

KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

For additional information on Kayne Anderson Rudnick, please access the firm’s web site at www.kayne.com.

Salary Range: $79,000- $109,000

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in a company incentive plan.

#LI-BS1

#KAR