Explore opportunities at BlackRock, a leading global 11,802 Blackrock jobs in the United States
Vice President, BlackRock Active Investment Stewardship
10261 New York, New York
Veracity
Posted 18 days ago
Job Viewed
Job Description
Vice President, BlackRock Active Investment Stewardship
Onsite
New York, NY
The BAIS Analyst will be responsible for voting and engagement in relation to a universe of companies, in collaboration with active investors. They will provide support on portfolio company analysis, engagement preparation and follow up, and reviewing and assessing corporate governance in advance of voting. The intention is for the person in this role to specialize in a subset of the companies in BAIS' engagement universe, along with various aspects of relevant policy, to support the delivery of our annual and long-term objectives. They will report to the Head of BAIS/Deputy Head of BAIS.
Key responsibilities at the Vice President level include:
• Demonstrating expertise in analysis of company performance, corporate governance and material sustainability-related practices.
• Preparing for, participating in, and documenting engagement meetings with portfolio companies, often alongside active investors.
• Learning and applying BAIS engagement priorities, proxy voting policies, and key industry initiatives that have impact on BAIS policies and practices.
• Supporting data gathering, benchmarking and reporting to support voting decisions and policy positions.
• ssisting in the preparation of position papers to facilitate issue discussion with broader BlackRock audiences.
• Collaborating across the team to identify ways to improve policy and business processes.
• Building strong relationships and collaborating with relevant counterparts within the active investment business and selectively contributing to cross-platform initiatives.
The tasks involved in fulfilling these responsibilities include:
• Preparing for engagement with senior representatives of portfolio companies, including crafting memos in preparation for meetings highlighting key data that will be useful in our engagement and stewardship efforts.
• Coordinating with active investors in fundamental equity and fixed income on engagement meeting agendas, questions and objectives.
• Participating in industry research groups and thematic initiatives with the active investment teams as appropriate.
• ttending, documenting and leading (as needed) engagement efforts, including recording research notes to be stored and shared with select audiences within BlackRock's active investment business.
• Monitoring policy developments to improve the relevance of BAIS' guidelines.
• Participating in peer benchmarking analysis and modeling to contribute to leading engagement and voting practices.
• Monitoring proxy voting workflow to ensure all accounts are voted as intended and are in accordance with the appropriate guidelines.
• Supporting the development of BAIS position papers and reporting.
• nalyzing companies' shareholder meeting agendas and related materials in order to vote in the manner most consistent with BAIS' corporate governance policies and fiduciary responsibilities.
• Collaborating with client-facing and communications colleagues to ensure client reporting and client presentations meet expectations, and that client queries on corporate governance are responded to promptly and to the client's satisfaction.
• Reviewing the BAIS team's output and working practices to ensure risks are minimized and performance optimized.
Desired qualifications include:
• n undergraduate degree in finance, economics, accounting, political science, history, sustainability or other relevant field.
• minimum of 4-6 years of experience in a financial services focused role, ideally with a demonstrated strong understanding of financial statements and corporate finance.
• Strong verbal and written communication skills, including the ability to synthesize complex information and convey it in a clear and concise manner to senior-level audiences.
• diligent, focused, and persistent work ethic to implement while leading multiple tasks and changing priorities.
• The ability to prioritize, analyze, and resolve complex issues under time pressure while maintaining consistent attention to detail.
• n organized, self-reliant, and self-motivated approach to responsibilities.
• keen interest in corporate governance and material sustainable business practices.
• Collaborative working style, and strong interpersonal skills demonstrating the ability to build and maintain successful relationships with colleagues across the firm and with external parties.
• Proficiency using Excel, PowerPoint and other Microsoft products.
Onsite
New York, NY
The BAIS Analyst will be responsible for voting and engagement in relation to a universe of companies, in collaboration with active investors. They will provide support on portfolio company analysis, engagement preparation and follow up, and reviewing and assessing corporate governance in advance of voting. The intention is for the person in this role to specialize in a subset of the companies in BAIS' engagement universe, along with various aspects of relevant policy, to support the delivery of our annual and long-term objectives. They will report to the Head of BAIS/Deputy Head of BAIS.
Key responsibilities at the Vice President level include:
• Demonstrating expertise in analysis of company performance, corporate governance and material sustainability-related practices.
• Preparing for, participating in, and documenting engagement meetings with portfolio companies, often alongside active investors.
• Learning and applying BAIS engagement priorities, proxy voting policies, and key industry initiatives that have impact on BAIS policies and practices.
• Supporting data gathering, benchmarking and reporting to support voting decisions and policy positions.
• ssisting in the preparation of position papers to facilitate issue discussion with broader BlackRock audiences.
• Collaborating across the team to identify ways to improve policy and business processes.
• Building strong relationships and collaborating with relevant counterparts within the active investment business and selectively contributing to cross-platform initiatives.
The tasks involved in fulfilling these responsibilities include:
• Preparing for engagement with senior representatives of portfolio companies, including crafting memos in preparation for meetings highlighting key data that will be useful in our engagement and stewardship efforts.
• Coordinating with active investors in fundamental equity and fixed income on engagement meeting agendas, questions and objectives.
• Participating in industry research groups and thematic initiatives with the active investment teams as appropriate.
• ttending, documenting and leading (as needed) engagement efforts, including recording research notes to be stored and shared with select audiences within BlackRock's active investment business.
• Monitoring policy developments to improve the relevance of BAIS' guidelines.
• Participating in peer benchmarking analysis and modeling to contribute to leading engagement and voting practices.
• Monitoring proxy voting workflow to ensure all accounts are voted as intended and are in accordance with the appropriate guidelines.
• Supporting the development of BAIS position papers and reporting.
• nalyzing companies' shareholder meeting agendas and related materials in order to vote in the manner most consistent with BAIS' corporate governance policies and fiduciary responsibilities.
• Collaborating with client-facing and communications colleagues to ensure client reporting and client presentations meet expectations, and that client queries on corporate governance are responded to promptly and to the client's satisfaction.
• Reviewing the BAIS team's output and working practices to ensure risks are minimized and performance optimized.
Desired qualifications include:
• n undergraduate degree in finance, economics, accounting, political science, history, sustainability or other relevant field.
• minimum of 4-6 years of experience in a financial services focused role, ideally with a demonstrated strong understanding of financial statements and corporate finance.
• Strong verbal and written communication skills, including the ability to synthesize complex information and convey it in a clear and concise manner to senior-level audiences.
• diligent, focused, and persistent work ethic to implement while leading multiple tasks and changing priorities.
• The ability to prioritize, analyze, and resolve complex issues under time pressure while maintaining consistent attention to detail.
• n organized, self-reliant, and self-motivated approach to responsibilities.
• keen interest in corporate governance and material sustainable business practices.
• Collaborative working style, and strong interpersonal skills demonstrating the ability to build and maintain successful relationships with colleagues across the firm and with external parties.
• Proficiency using Excel, PowerPoint and other Microsoft products.
View Now
0
Food Service Supervisor - JLL - Blackrock DE
19893 Wilmington, Delaware
ARAMARK
Posted 1 day ago
Job Viewed
Job Description
**Job Description**
Time to step up your career! This is your moment to shine and lead the way for others too. We?re hiring full-time Food Service Supervisors to join our passionate Food Services Team. Alongside a manager who will help coordinate and lead operations, you?ll help oversee staff, collaborate with teammates, and help where needed. We can?t wait to see your growth, all while igniting your passion and pursuing what matters to you.
**Job Responsibilities**
Produce and maintain work schedules and may prepare production packets (Production sheets and recipes).
Direct daily activities.
Maintains food production that ensures the safety and quality of food according to policies, procedures, and department requirements.
Ensure that food items are stored in a safe, organized, and hazard-free environment.
Maintain all serving schedules; ensure that all food items are served per menu specifications in a safe and appropriate manner following Aramark policies and procedures.
Maintain a sanitary department following health and safety codes and regulations.
Maintain accurate inventory on a weekly basis.
May prepare orders as needed to ensure accurate production for location.
Supervise and evaluate employees; counsel; promote employee growth, efficiency, morale, and teamwork.
Maintain a safe and hazard-free working environment.
Train/mentor other food service workers.
Maintain logs on all maintenance required on equipment within the department.
Ensure all food safety/temperature logs are completed with appropriate corrective action, as necessary.
Perform preventative maintenance checklist.
Recommend replacement of existing equipment to meet needs of facility.
Proficiency in multi-tasking.
Perform other duties as requested by the Food Service Director or Manager whenever his/her skill and/or experience would be vital to initiate, coordinate, or complete any given program.
Must fill in for absent employees at location, as necessary.
Maintain knowledge of daily catering events and confirm they are prepared and delivered on time.
Be able to work occasional night and weekend catered events.
Attend food service meetings with staff.
Maintain communication with staff (including office staff, e-mail, phone calls, inter-office mail, etc).
May perform cashier duties as the need arises.
Promote good public relations.
At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice.
**Qualifications**
Must read, write, and understand verbal instructions
Must complete a sanitation course either before or during first year
Must be knowledgeable in operating an efficient cost-effective program.
Ability to perform basic arithmetic
Maintain emotional control under stress
Ability to resolve interpersonal situations
Strong organizational skills
**Education**
**About Aramark**
**Our Mission**
Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.
At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.
**About Aramark**
The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
Time to step up your career! This is your moment to shine and lead the way for others too. We?re hiring full-time Food Service Supervisors to join our passionate Food Services Team. Alongside a manager who will help coordinate and lead operations, you?ll help oversee staff, collaborate with teammates, and help where needed. We can?t wait to see your growth, all while igniting your passion and pursuing what matters to you.
**Job Responsibilities**
Produce and maintain work schedules and may prepare production packets (Production sheets and recipes).
Direct daily activities.
Maintains food production that ensures the safety and quality of food according to policies, procedures, and department requirements.
Ensure that food items are stored in a safe, organized, and hazard-free environment.
Maintain all serving schedules; ensure that all food items are served per menu specifications in a safe and appropriate manner following Aramark policies and procedures.
Maintain a sanitary department following health and safety codes and regulations.
Maintain accurate inventory on a weekly basis.
May prepare orders as needed to ensure accurate production for location.
Supervise and evaluate employees; counsel; promote employee growth, efficiency, morale, and teamwork.
Maintain a safe and hazard-free working environment.
Train/mentor other food service workers.
Maintain logs on all maintenance required on equipment within the department.
Ensure all food safety/temperature logs are completed with appropriate corrective action, as necessary.
Perform preventative maintenance checklist.
Recommend replacement of existing equipment to meet needs of facility.
Proficiency in multi-tasking.
Perform other duties as requested by the Food Service Director or Manager whenever his/her skill and/or experience would be vital to initiate, coordinate, or complete any given program.
Must fill in for absent employees at location, as necessary.
Maintain knowledge of daily catering events and confirm they are prepared and delivered on time.
Be able to work occasional night and weekend catered events.
Attend food service meetings with staff.
Maintain communication with staff (including office staff, e-mail, phone calls, inter-office mail, etc).
May perform cashier duties as the need arises.
Promote good public relations.
At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice.
**Qualifications**
Must read, write, and understand verbal instructions
Must complete a sanitation course either before or during first year
Must be knowledgeable in operating an efficient cost-effective program.
Ability to perform basic arithmetic
Maintain emotional control under stress
Ability to resolve interpersonal situations
Strong organizational skills
**Education**
**About Aramark**
**Our Mission**
Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.
At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.
**About Aramark**
The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
View Now
1
Food Service Worker - JLL - Blackrock DE
19893 Wilmington, Delaware
ARAMARK
Posted 1 day ago
Job Viewed
Job Description
**Job Description**
The Food Service Worker will assist the manager with food/meal preparation; maintain cash receipts and meal records. Assist manager in completing daily reports. Maintain high standards of quality in food production, sanitation, and kitchen safety practices.
**Job Responsibilities**
+ Prepare quality food and baked goods according to a planned menu
+ Prepare a daily report that verifies transactions
+ Understand what is inclusive of a meal
+ Ensure storage of food in an accurate and sanitary manner
+ Serve food according to meal schedules, department policies and procedures
+ Use and care of kitchen equipment, especially knives
+ Timely preparation of a variety of food items, beverages, and
+ Add garnishments to ensure customer happiness and eye appeal
+ Coordinate and assist in major cleaning of refrigerators, freezers, and cooking and serving equipment
+ Adhere to all food safety regulations for sanitation, food handling, and storage
+ Adhere to the uniform policy
+ Connect with the Manager daily to understand and accurately prepare menu for the day
+ Supervise the food temperature requirements
+ Maintain a clean and organized work and storage area
+ Scrub and polish counters, clean and sanitize steam tables, and other equipment
+ Follow established procedures and standards for cleanliness, to ensure a balanced and safe environment; duties include sweeping, moping, ware washing
+ Maintain garbage collection site and kitchen floor areas in a neat and sanitary fashion
+ Perform other duties as assigned including other areas in the kitchen
+ This role may have physical demands including, but not limited to, lifting, bending, pushing, pulling and/or extended walking and standing. This role may also require uniforms and/or usage of Personal Protective Equipment (PPE).
At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice.
**Qualifications**
+ Food Service Certificate as needed
+ Sufficient education or training to read, write, and follow verbal and written instructions
+ Be able to work quickly and concisely under pressure
**Education**
**About Aramark**
**Our Mission**
Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.
At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.
**About Aramark**
The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
The Food Service Worker will assist the manager with food/meal preparation; maintain cash receipts and meal records. Assist manager in completing daily reports. Maintain high standards of quality in food production, sanitation, and kitchen safety practices.
**Job Responsibilities**
+ Prepare quality food and baked goods according to a planned menu
+ Prepare a daily report that verifies transactions
+ Understand what is inclusive of a meal
+ Ensure storage of food in an accurate and sanitary manner
+ Serve food according to meal schedules, department policies and procedures
+ Use and care of kitchen equipment, especially knives
+ Timely preparation of a variety of food items, beverages, and
+ Add garnishments to ensure customer happiness and eye appeal
+ Coordinate and assist in major cleaning of refrigerators, freezers, and cooking and serving equipment
+ Adhere to all food safety regulations for sanitation, food handling, and storage
+ Adhere to the uniform policy
+ Connect with the Manager daily to understand and accurately prepare menu for the day
+ Supervise the food temperature requirements
+ Maintain a clean and organized work and storage area
+ Scrub and polish counters, clean and sanitize steam tables, and other equipment
+ Follow established procedures and standards for cleanliness, to ensure a balanced and safe environment; duties include sweeping, moping, ware washing
+ Maintain garbage collection site and kitchen floor areas in a neat and sanitary fashion
+ Perform other duties as assigned including other areas in the kitchen
+ This role may have physical demands including, but not limited to, lifting, bending, pushing, pulling and/or extended walking and standing. This role may also require uniforms and/or usage of Personal Protective Equipment (PPE).
At Aramark, developing new skills and doing what it takes to get the job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new ones may be assigned without formal notice.
**Qualifications**
+ Food Service Certificate as needed
+ Sufficient education or training to read, write, and follow verbal and written instructions
+ Be able to work quickly and concisely under pressure
**Education**
**About Aramark**
**Our Mission**
Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.
At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.
**About Aramark**
The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
View Now
2
BlackRock Investment Institute, Investment Writer, Associate
10176 New York, New York
BlackRock
Posted 10 days ago
Job Viewed
Job Description
**About this role**
**About this role**
Joining BlackRock means becoming a part of a community of smart and curious people who are tackling some of the world's most complex financial challenges. And our founder-led culture has maintained its entrepreneurial feel - we work hard, we work fast and we work with purpose.
**What team will you be on?**
The BlackRock Investment Institute (BII) team is at the heart of BlackRock's investment debate and portfolio construction. BII provides a platform for BlackRock's portfolio managers to debate timely topics affecting markets - and disseminates actionable conclusions through internal summaries and client publications. This nimble, global team has outsized impact on BlackRock's performance, commercial success and brand.
Are you passionate about financial markets? Do you enjoy turning views, data and facts into concise and engaging publications? Are you ready to learn something new every day? If so, this is the role for you. We are looking for a financial writer in early career stages to join our publishing team in New York to produce high-quality thought leadership across media platforms.
**Why is your role important?**
The New York-based investment writer is part of the BlackRock Investment Institute's (BII) publishing team. The person is responsible for producing investment insights for BlackRock clients and portfolio managers across media - for both internal and external audiences. This includes helping spearhead BII's flagship _Global weekly commentary_ , as well as supporting BII's array of other publications and digital tools.
**Responsibilities:**
+ Writing with flair, editing and fact-checking BII content
+ Collaborating closely with BII's investment strategy, macro and portfolio construction teams
+ Support BII's social media and multimedia content, in partnership with Digital Marketing, to increase the impact of our content
+ Interacting with senior BlackRock portfolio managers to summarize views and put together investment insights
+ Partnering with compliance and other teams to produce BII publications
+ Helping conceive investment themes while bringing them to life in BII publications and on BII's website
+ Collaborating with Marketing and Media teams to further BlackRock's thought leadership
**Qualifications:**
+ Knowledge of and passion for economics and global financial markets
+ Superb writing and editing abilities
+ A self-starter with loads of creativity, team spirit, versatility and persistence
+ Ability to work very quickly, deliver on or before deadline and go the extra mile
+ Intense attention to accuracy, detail and consistency
+ Intellectual curiosity
+ Adept at mining and data and using Excel to create clear graphics
+ Excellent organizational and representational skills
+ Ability to partner and coordinate with senior BlackRock portfolio managers and executives
+ Work experience of at least 2-3 years as an investment writer or in financial journalism.
For New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
**About this role**
Joining BlackRock means becoming a part of a community of smart and curious people who are tackling some of the world's most complex financial challenges. And our founder-led culture has maintained its entrepreneurial feel - we work hard, we work fast and we work with purpose.
**What team will you be on?**
The BlackRock Investment Institute (BII) team is at the heart of BlackRock's investment debate and portfolio construction. BII provides a platform for BlackRock's portfolio managers to debate timely topics affecting markets - and disseminates actionable conclusions through internal summaries and client publications. This nimble, global team has outsized impact on BlackRock's performance, commercial success and brand.
Are you passionate about financial markets? Do you enjoy turning views, data and facts into concise and engaging publications? Are you ready to learn something new every day? If so, this is the role for you. We are looking for a financial writer in early career stages to join our publishing team in New York to produce high-quality thought leadership across media platforms.
**Why is your role important?**
The New York-based investment writer is part of the BlackRock Investment Institute's (BII) publishing team. The person is responsible for producing investment insights for BlackRock clients and portfolio managers across media - for both internal and external audiences. This includes helping spearhead BII's flagship _Global weekly commentary_ , as well as supporting BII's array of other publications and digital tools.
**Responsibilities:**
+ Writing with flair, editing and fact-checking BII content
+ Collaborating closely with BII's investment strategy, macro and portfolio construction teams
+ Support BII's social media and multimedia content, in partnership with Digital Marketing, to increase the impact of our content
+ Interacting with senior BlackRock portfolio managers to summarize views and put together investment insights
+ Partnering with compliance and other teams to produce BII publications
+ Helping conceive investment themes while bringing them to life in BII publications and on BII's website
+ Collaborating with Marketing and Media teams to further BlackRock's thought leadership
**Qualifications:**
+ Knowledge of and passion for economics and global financial markets
+ Superb writing and editing abilities
+ A self-starter with loads of creativity, team spirit, versatility and persistence
+ Ability to work very quickly, deliver on or before deadline and go the extra mile
+ Intense attention to accuracy, detail and consistency
+ Intellectual curiosity
+ Adept at mining and data and using Excel to create clear graphics
+ Excellent organizational and representational skills
+ Ability to partner and coordinate with senior BlackRock portfolio managers and executives
+ Work experience of at least 2-3 years as an investment writer or in financial journalism.
For New York, NY Only the salary range for this position is USD$105,000.00 - USD$137,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
View Now
3
BlackRock Investment Institute, Macro Strategist, Associate
10176 New York, New York
BlackRock
Posted 11 days ago
Job Viewed
Job Description
**About this role**
BlackRock is one of the world's largest and most prominent investment management firms, managing trillions of dollars in assets for institutions, governments, and individuals worldwide. We offer a wide range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and alternative investments, catering to various investor needs and risk appetites. BlackRock has embraced technology in its operations and investment strategies, utilizing advanced analytics, machine learning, and data-driven insights to enhance decision-making processes and optimize portfolio performance.
The BlackRock investment institute (BII) leverages BlackRock's expertise and produces proprietary research to provide insights on the global economy, markets, geopolitics, and long-term asset allocation - all to help clients and portfolio managers navigate financial markets. We systematically leverage BlackRock's expertise in markets, asset classes, and client segments to help our portfolio managers deliver positive investment results for clients. Our focus is to keep our investment professionals connected, informed, and on the cutting edge of investment thinking.
**Why is your role important?**
Reporting to the Head of Macro, this economist will be a member of a small team globally responsible for conducting analysis of major economies and forming views about the future development of those economies. This role will focus primarily on the US but will also be expected to cover other economies. The economic views formed by the team underpin asset allocations over both the tactical and strategic horizons that give Blackrock's clients the whole-portfolio perspective that they need today.
**When applying for the position, please include not only your resume but also a response to the following question:** **How do you use AI in your economic research? Please include specific examples to illustrate your answer** **.**
**What will you be doing?**
+ Identifying and producing impactful and timely macro analysis to inform investment platform debate and decisions.
+ Tracking and analyzing global policy and data developments of relevance to investors.
+ Developing and articulating the BII's global macro views in support of both tactical and strategic investment views, including capital market assumptions.
+ Economic and financial modeling: developing, applying, analyzing, and dissecting quantitative models.
+ Participating in global client engagement, engaging investors on global macro issues.
**What are we looking for?**
**AI:**
+ Strong literacy in artificial intelligence (AI) research, with a focus on its applications and implications within economics.
+ Ability to synthesize academic and industry research across machine learning, automation, and economic modeling, and distill relevant insights for strategic decision-making.
+ Familiarity with topics such as AI-driven productivity, labor substitution, economic competitiveness, and policy risk.
+ Experience applying AI and data-driven frameworks to solve complex economic or business problems.
+ Graduate-level coursework or hands-on experience with AI tools used in economic forecasting, pricing models, or scenario analysis.
**Economics & Broader Qualifications:**
+ 3+ years of experience in a market economist position in the financial services or policy-making sectors.
+ Strong background in macroeconomics and finance with substantial experience forecasting and analyzing economic trends. Intellectually curious and able to frame new issues for investors and clients.
+ A credible thought leader and effective in both verbal and written communications.
+ Ability to build and maintain strong relationships internally and externally.
+ Deep knowledge of Microsoft Office suite (PowerPoint, Excel, Word); very strong statistical/econometric software skills are required. Python and other coding skills highly desirable.
For New York, NY Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
BlackRock is one of the world's largest and most prominent investment management firms, managing trillions of dollars in assets for institutions, governments, and individuals worldwide. We offer a wide range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and alternative investments, catering to various investor needs and risk appetites. BlackRock has embraced technology in its operations and investment strategies, utilizing advanced analytics, machine learning, and data-driven insights to enhance decision-making processes and optimize portfolio performance.
The BlackRock investment institute (BII) leverages BlackRock's expertise and produces proprietary research to provide insights on the global economy, markets, geopolitics, and long-term asset allocation - all to help clients and portfolio managers navigate financial markets. We systematically leverage BlackRock's expertise in markets, asset classes, and client segments to help our portfolio managers deliver positive investment results for clients. Our focus is to keep our investment professionals connected, informed, and on the cutting edge of investment thinking.
**Why is your role important?**
Reporting to the Head of Macro, this economist will be a member of a small team globally responsible for conducting analysis of major economies and forming views about the future development of those economies. This role will focus primarily on the US but will also be expected to cover other economies. The economic views formed by the team underpin asset allocations over both the tactical and strategic horizons that give Blackrock's clients the whole-portfolio perspective that they need today.
**When applying for the position, please include not only your resume but also a response to the following question:** **How do you use AI in your economic research? Please include specific examples to illustrate your answer** **.**
**What will you be doing?**
+ Identifying and producing impactful and timely macro analysis to inform investment platform debate and decisions.
+ Tracking and analyzing global policy and data developments of relevance to investors.
+ Developing and articulating the BII's global macro views in support of both tactical and strategic investment views, including capital market assumptions.
+ Economic and financial modeling: developing, applying, analyzing, and dissecting quantitative models.
+ Participating in global client engagement, engaging investors on global macro issues.
**What are we looking for?**
**AI:**
+ Strong literacy in artificial intelligence (AI) research, with a focus on its applications and implications within economics.
+ Ability to synthesize academic and industry research across machine learning, automation, and economic modeling, and distill relevant insights for strategic decision-making.
+ Familiarity with topics such as AI-driven productivity, labor substitution, economic competitiveness, and policy risk.
+ Experience applying AI and data-driven frameworks to solve complex economic or business problems.
+ Graduate-level coursework or hands-on experience with AI tools used in economic forecasting, pricing models, or scenario analysis.
**Economics & Broader Qualifications:**
+ 3+ years of experience in a market economist position in the financial services or policy-making sectors.
+ Strong background in macroeconomics and finance with substantial experience forecasting and analyzing economic trends. Intellectually curious and able to frame new issues for investors and clients.
+ A credible thought leader and effective in both verbal and written communications.
+ Ability to build and maintain strong relationships internally and externally.
+ Deep knowledge of Microsoft Office suite (PowerPoint, Excel, Word); very strong statistical/econometric software skills are required. Python and other coding skills highly desirable.
For New York, NY Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
View Now
4
BlackRock Investment Stewardship (BIS): Latin America Portfolio
10176 New York, New York
BlackRock
Posted 11 days ago
Job Viewed
Job Description
**About this role**
**About the position:**
The BIS Vice President will, be primarily responsible for the coverage of companies in the LatAm Portfolio (including companies in Argentina, Brazil, Colombia, Chile, Mexico, Peru, etc.) This position will also have coverage responsibilities for a portfolio of companies in the United States and Canada. This position will provide support on portfolio company research, analysis, engagement, and voting. The intention is for the person in this role to take primary responsibility for coverage in the region, and possibly some aspects of relevant policy, to support the delivery of our annual and long-term objectives. This position reports to the Deputy Head of BIS Americas.
**About our team:**
+ Investment stewardship is one way BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock Investment Stewardship serves as a link between our clients and the companies they invest in.
+ We take a long-term approach to stewardship, focused on engaging with company boards and executive leadership to understand the drivers of risk and financial value creation in companies' business models.
+ Our sole focus when we engage with companies or vote at shareholder meetings is to advance our clients' financial interests. As part of our fiduciary duty to our clients, we consider it one of our responsibilities to promote sound corporate governance as an informed, engaged shareholder on their behalf.
+ The BIS team of 65+ dedicated professionals bring diverse skills and life experiences to our work, with professional expertise developed in legal, financial, advisory, consulting, technology, corporate, and governance roles. We operate in ten offices across three regions - the Americas (New York, Wilmington, and San Francisco), EMEA (London) and Asia-Pacific (Tokyo, Hong Kong, Singapore, and Sydney). Analysts on the Americas team are based in BlackRock's New York office.
+ BIS is proud of our global reach and local presence.
**Key responsibilities:**
+ Demonstrating expertise on sector dynamics, including key measure of economic performance, financial resilience, corporate strategy, corporate governance and material sustainability-related practices across the Latin America region
+ Preparing for, leading and documenting engagement meetings with portfolio companies
+ Learning BIS engagement priorities, proxy voting policies, and key industry initiatives that have impact on BIS principles
+ Aid BIS leadership in developing and implementing BIS' corporate governance policies
+ Supporting data gathering, benchmarking, and reporting to inform voting decisions and policy positions
+ Preparing position papers to facilitate issue discussion with broader BlackRock audiences
+ Identifying ways to improve business processes
+ Collaborating across our LatAm business to identify ways to support their needs
**The tasks involved in fulfilling these responsibilities include:**
+ Crafting documents highlighting key data that will be useful in our engagement and stewardship efforts
+ Attending and memorializing engagement, including preparing research notes
+ Participating in the monitoring proxy voting workflow, to ensure all accounts are voted as intended and are in accordance with the appropriate guidelines
+ Supporting the development of position papers
+ Monitoring policy developments to improve the alignment of BlackRock's principles and guidelines
+ Analyzing companies' shareholder meeting agendas and related materials to vote consistent with BlackRock's policies
+ Building internal and external reports on BlackRock's policies and activities
+ Collaborating with client-facing and communications colleagues to ensure client reporting and client presentations meet expectations, and that client queries on corporate governance are responded to promptly and to the client's expectations
+ Reviewing the BIS team's output and working practices to ensure risks are minimized and performance optimized
**Desired qualifications and attributes include:**
+ An undergraduate degree in finance, economics, accounting, sciences, political science, sustainability or other relevant field
+ Three to five years of experience within this field, ideally with a demonstrated strong understanding of financial statements and corporate finance.
+ Languages required for this role:
+ English and Spanish: Native or full business proficiency required
+ Portuguese: Limited working proficiency appreciated
+ A keen curiosity about corporate governance and sustainable business practices, specifically including those in the LatAm region
+ Collaborative working style, and strong interpersonal skills
+ The ability and confidence to prioritize, analyze, and resolve sophisticated issues under time pressure
+ A diligent, focused, and persistent work ethic
+ Proficiency in using Excel, PowerPoint, and other Microsoft products.
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
**About the position:**
The BIS Vice President will, be primarily responsible for the coverage of companies in the LatAm Portfolio (including companies in Argentina, Brazil, Colombia, Chile, Mexico, Peru, etc.) This position will also have coverage responsibilities for a portfolio of companies in the United States and Canada. This position will provide support on portfolio company research, analysis, engagement, and voting. The intention is for the person in this role to take primary responsibility for coverage in the region, and possibly some aspects of relevant policy, to support the delivery of our annual and long-term objectives. This position reports to the Deputy Head of BIS Americas.
**About our team:**
+ Investment stewardship is one way BlackRock fulfills our fiduciary responsibilities as an asset manager to our clients. BlackRock Investment Stewardship serves as a link between our clients and the companies they invest in.
+ We take a long-term approach to stewardship, focused on engaging with company boards and executive leadership to understand the drivers of risk and financial value creation in companies' business models.
+ Our sole focus when we engage with companies or vote at shareholder meetings is to advance our clients' financial interests. As part of our fiduciary duty to our clients, we consider it one of our responsibilities to promote sound corporate governance as an informed, engaged shareholder on their behalf.
+ The BIS team of 65+ dedicated professionals bring diverse skills and life experiences to our work, with professional expertise developed in legal, financial, advisory, consulting, technology, corporate, and governance roles. We operate in ten offices across three regions - the Americas (New York, Wilmington, and San Francisco), EMEA (London) and Asia-Pacific (Tokyo, Hong Kong, Singapore, and Sydney). Analysts on the Americas team are based in BlackRock's New York office.
+ BIS is proud of our global reach and local presence.
**Key responsibilities:**
+ Demonstrating expertise on sector dynamics, including key measure of economic performance, financial resilience, corporate strategy, corporate governance and material sustainability-related practices across the Latin America region
+ Preparing for, leading and documenting engagement meetings with portfolio companies
+ Learning BIS engagement priorities, proxy voting policies, and key industry initiatives that have impact on BIS principles
+ Aid BIS leadership in developing and implementing BIS' corporate governance policies
+ Supporting data gathering, benchmarking, and reporting to inform voting decisions and policy positions
+ Preparing position papers to facilitate issue discussion with broader BlackRock audiences
+ Identifying ways to improve business processes
+ Collaborating across our LatAm business to identify ways to support their needs
**The tasks involved in fulfilling these responsibilities include:**
+ Crafting documents highlighting key data that will be useful in our engagement and stewardship efforts
+ Attending and memorializing engagement, including preparing research notes
+ Participating in the monitoring proxy voting workflow, to ensure all accounts are voted as intended and are in accordance with the appropriate guidelines
+ Supporting the development of position papers
+ Monitoring policy developments to improve the alignment of BlackRock's principles and guidelines
+ Analyzing companies' shareholder meeting agendas and related materials to vote consistent with BlackRock's policies
+ Building internal and external reports on BlackRock's policies and activities
+ Collaborating with client-facing and communications colleagues to ensure client reporting and client presentations meet expectations, and that client queries on corporate governance are responded to promptly and to the client's expectations
+ Reviewing the BIS team's output and working practices to ensure risks are minimized and performance optimized
**Desired qualifications and attributes include:**
+ An undergraduate degree in finance, economics, accounting, sciences, political science, sustainability or other relevant field
+ Three to five years of experience within this field, ideally with a demonstrated strong understanding of financial statements and corporate finance.
+ Languages required for this role:
+ English and Spanish: Native or full business proficiency required
+ Portuguese: Limited working proficiency appreciated
+ A keen curiosity about corporate governance and sustainable business practices, specifically including those in the LatAm region
+ Collaborative working style, and strong interpersonal skills
+ The ability and confidence to prioritize, analyze, and resolve sophisticated issues under time pressure
+ A diligent, focused, and persistent work ethic
+ Proficiency in using Excel, PowerPoint, and other Microsoft products.
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
View Now
5
Financial Services Analyst, Financial Services (Group Benefits)
53244 Milwaukee, Wisconsin
Nationwide
Posted today
Job Viewed
Job Description
Analyst, Stop Loss Small Market Sales Team
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
This position is with Stop Loss Small Market Sales Team and is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business. Candidate must be proficient in Microsoft suite products.
This role is full-time and hybrid Monday - Friday. 8am to 5pm. Located onsite at the Schlitz Park location in Milwaukee, Wisconsin. Compensation Grade: D2 This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
Job DescriptionDo you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We'll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.
Key Responsibilities:- Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
- Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
- Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
- Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
- Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
- Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
- Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
- Compiles management information such as contract and sold case activity as needed by internal management.
- Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records. Approve and process business according to government regulations, contract provisions and internal procedures and controls.
- Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
- Helps with research for written responses to Nationwide formal complaints.
- Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Operations Division Manager or Unit Manager.
Typical Skills and Experiences:
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.
Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits:
We have an array of benefits to fit your needs, including medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
View Now
Be The First To Know
About the latest Blackrock Jobs in United States !
6
Financial Services Analyst, Financial Services - Sales Assistant
83708 Hidden Springs, Idaho
Nationwide
Posted today
Job Viewed
Job Description
Sales Assistant
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, "on your side" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.
Key Responsibilities:
- Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
- Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
- Project Management: To initiate, execute, communicate and document projects as needed
- May act as a liaison to other departments where follow-up will be required to meet customers needs
- Assists in identifying process improvement opportunities
- Engages, inspires, educates and mentors, new hires and incumbents
- Collaborates with other areas to identify, analyze, and improve processes
- Inputs and tracks into the appropriate databases
Supervisory Responsibilities:
This job does not have supervisory duties.
Education and Experience:
- High School Diploma or GED (Preferred)
- 0-2 years experience (Preferred)
- In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
Certificates, Licenses, Registrations:
- Property & Casualty License (Preferred)
- SIE Exam and Series 6 and 63 Licenses (Preferred)
Functional Skills:
- Advanced product knowledge and insurance regulations knowledge
- Excellent working knowledge of Allstates systems required to perform the role
- Ability to sell and service policies (based on requirements of the department)
- Ability to diffuse customers and agents
- Excellent working knowledge of billing concepts and Allstates billing systems
- Effective oral and written communication skills
- Intermediate problem-solving skills
- Ability to adjust schedule according to business need
This is a hybrid role where candidates are required to into the Boise Regional office twice a week.
Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. We'll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.
Key Responsibilities:
- Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
- Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
- Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
- Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
- Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
- Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
- Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
- Compiles management information such as contract and sold case activity as needed by internal management.
- Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records. Approve and process business according to government regulations, contract provisions and internal procedures and controls.
- Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
- Helps with research for written responses to Nationwide formal complaints.
- Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Operations Division Manager or Unit Manager.
Typical Skills and Experiences:
- Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
- License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
- Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.
- Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
- Overtime Eligibility: Non Exempt (Eligible)
- Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to
View Now
7
Financial Services Representative
97201 Portland, Oregon
Posted 24 days ago
Job Viewed
Job Description
Financial Services Representative
Repost Job Date: 3/6/2025 6:02:52 PM
Location: PORTLAND, OR, 97223
Salary: $55000.0 - $000.0/year
Experience: 1 Year(s)
Benefits:
- Base Salary plus Commission
- SIMPLE IRA retirement match up to 3%
- PTO: 3 weeks every year with unlimited carryover
- 2k raise to base salary every 4-6 months for meeting a high level of production
- Valuable experience
- Health insurance
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Work leads, conduct appointments, identify customer needs, and market appropriate products and services. Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
- - if not, I can help you obtain these)
- Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
- Bachelor's degree in finance, economics, accounting, or a related field preferred.
- Must be able to obtain relevant licenses.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication & interpersonal skills.
- Successful track record of meeting sales goals/quotas preferred.
- FINRA Series 6, 63 and 65 licenses preferred.
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
PM24
PIcbe39e2d4361-34600-36893171
View Now
8
FINANCIAL SERVICES OFFICER
90899 Long Beach, California
City of Long Beach, CA
Posted today
Job Viewed
Job Description
Salary: $116,149.50 - $61,607.47 Annually
Location : City of Long Beach, CA
Job Type: Unclassified - Full-Time, Permanent
Remote Employment: Flexible/Hybrid
Job Number: TI25-043
Department: Technology & Innovation - (CL)
Opening Date: 06/30/2025
Closing Date: 7/29/2025 11:59 PM Pacific
DESCRIPTION
Appointment to this position is expected to be at or below the midpoint 138,876 of the salary range, however, the final amount will be carefully determined based on the candidate's knowledge, skills, qualifications, and an evaluation of internal equity within the organization. The City of Long Beach is seeking an experienced, creative, innovative and collaborative individual who is committed to developing and support the Department of Technology and Innovation, as a Financial Services Officer.THE COMMUNITY
The City of Long Beach is located south of Los Angeles and adjacent to Orange County, making it an idyllic location with oceanside activities, diverse culture, and a unique economy. Long Beach is home to approximately 470,000 residents living across the area's 51 square miles, including 169 parks with 26 community centers and many public spaces. This community is one of the most diverse in the United States, making it an excellent place to learn about and immerse yourself in various cultures. When you live in Long Beach, you get to enjoy the Southern California climate all year long, making surfing, hiking, golfing, and other outdoor activities popular in this area. Biking is a favorite pastime among residents, as this area is bike friendly. Walking around town is also easy, considering the City was rated the 10th "Most Walkable City" of over 100 cities globally. Long Beach features six miles of beaches and many parks and public spaces, as well as the Long Beach Convention Center, Aquarium of the Pacific, Queen Mary, and the annual IndyCar Acura Grand Prix of Long Beach.
CITY GOVERNMENT
Long Beach is a full-service Charter City formed in 1897, governed by nine City Council members who are elected by district and a mayor that is elected at-large. Elected officials also include the City Attorney, City Auditor, and City Prosecutor. The Council Members and the Mayor are subject to a three-term limit, which allows them to serve for a maximum of 12 years. The City Council appoints a City Manager and a City Clerk. The City Manager is responsible for the efficient administration of all City departments, excluding those under the direction of a separately elected official, Board or Commission.
The City Council appoints the City Manager, City Clerk, and Director of Police Oversight. The City Manager is responsible for the efficient administration of all City departments, excluding those under direction of a separately elected official, Board, or Commission. Long Beach is one of only three cities in California with its own Health Department and one of the very few municipalities with its own Utilities (Water and Gas) and Energy Resources Departments. The City is supported by a FY 2025 total budget of 3.6 billion with a General Fund budget of 752 million. More than 6,000 full- and part-time employees support municipal operations with the majority being represented by eleven recognized employee associations. To learn more about the City of Long Beach, go to:
THE DEPARTMENT
The Technology and Innovation Department (TID) plans and develops the technology infrastructure for the city and acts as a service agency to all city departments. The Department provides highly centralized information services through its 203 Full Time Equivalents (FTEs) and oversees technology consultants while operating on a FY 2025 annual budget of nearly 87.7 million. TID is organized into five bureaus: Digital Services, Enterprise Information Services, Infrastructure Services, Technology Engagement and Support, and Business Operations. The Business Operations Bureau oversees the ongoing administrative operations of the department, encompassing finance, personnel and communications. The Finance Division oversees budget development, MOU billing and development, procurement and contract management, review and processing of council letters, financial analysis and many more tasks. Additional information about the department is available at
The TID Vision: "We are the heart of a connected, secure and future ready Long Beach."
THE POSITION
The Financial Services Officer is an at-will management position reporting to the Business Operations Bureau Manager and is responsible for the leadership and oversight of the Finance Division. This is an exciting and challenging opportunity. This role provides strategic leadership and oversight of the Finance Division, which is responsible for the effective and efficient management of the Department's financial resources, including budget development, fiscal analysis, and procurement. The Financial Services Officer oversees a team of eight (8) employees and plays a critical role in ensuring the Department remains a vital partner-both internally and externally-in supporting the mission of the Department and the broader goals of the City. This position is eligible for a 9/80 alternate work schedule as well as a hybrid work schedule in accordance with the City of Long Beach Hybrid Work Program policy.
THE IDEAL CANDIDATE
The ideal candidate will have strong problem-solving and interpersonal/communication skills to navigate a myriad of financial exercises and management of the 100+ department wide contracts. As a key member of the Business Operations leadership team, their insight and collaboration, both within the Department and with external partners, will be essential to the success of the job. The ideal candidate will be committed to create a sense of trust, open communication, strong team dynamics by actively building strong employee morale.
EXAMPLES OF DUTIES
EDUCATION
DESIRABLE QUALIFICATIONS
SELECTION PROCEDURE
This recruitment will close at 11:59 PM Pacific Time on July 30, 2025. To be considered, please submit an online application, including a cover letter, resume, and proof of education in PDF format. Applications that fail to include all necessary documents will be considered incomplete and will not be taken into consideration.
Applications will be reviewed for depth and breadth of experience, and for level and relatedness of education. The most qualified candidates will be invited to participate in further selection procedures. The selected candidate may be required to go through a background check and a physical examination prior to appointment. For questions regarding this recruitment, please call ( .
The City of Long Beach is an Equal Opportunity Employer . We value and encourage diversity in our workforce. The City of Long Beach is committed to creating a workplace where every employee is valued for who they are. Having our workforce reflect the diversity of our community at various levels of the organization is a continuous goal embraced by our departments, management staff, and policymakers. To support efforts of fairness and diversity, City Leadership is committed to incorporating equity and inclusion into our work by supporting staff and community partners. We are committed to promoting transparency by publishing updated demographic information for employees, including workforce diversity data and pay by race and gender.
The City of Long Beach will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act . You are not required to disclose your criminal history or participate in a background check until you receive a conditional job offer. If the City of Long Beach has concerns about a conviction that is directly related to the job after making a conditional job offer and conducting a background check, you will have the opportunity to explain the circumstances surrounding the conviction, provide evidence to mitigate concerns, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting
The City of Long Beach intends to provide reasonable accommodations in accordance with the Americans with Disabilities Act of 1990 . If a special accommodation is desired, or if you would like to request this information in an alternative format, please call ( .
The City of Long Beach is committed to maintaining fairness and transparency in our hiring practices. We believe in providing equal opportunities to all applicants and ensuring that every applicant is evaluated based on their qualifications and merit. If you believe that you have been unjustly disqualified based on minimum qualifications for an unclassified job opportunity, you have the right to appeal the decision. Find out more about the Unclassified Applicant Appeal Process by visiting .
In support of the City's Language Access Policy, bilingual skills (Spanish, Khmer and/or Tagalog) are desirable for positions interacting with the public. This information is available in an alternative format by request at the agency contact on the bulletin. If a special accommodation is desired, please contact the agency two (2) business days prior to the test, if applicable.
For technical support with your governmentjobs.com application, please contact ( .
The City of Long Beach offers its employees opportunities to grow personally and professionally. As a permanent employee, you are eligible to receive fringe benefits that include:
Retirement: California Public Employees' Retirement System (PERS) defined benefit retirement plan, which is coordinated with Social Security. The benefit is 2.5% or 2.7% (depending on hire date) @55 for "Classic" members and 2% @62 for new members as defined by PEPRA, subject to the compensation limitations set by PERS. Both the City and the employee contributes toward CalPERS retirement contributions. The city also participates in Social Security.
Health and Dental Insurance: The City offers the choice of HMO and PPO plans. The city pays major portion of the premium for employee and dependents depending on the health/ dental plan selected.
Life Insurance: City-paid term life insurance policy equal to three (3) times annual salary to a maximum of 500,000.
Disability Insurance: City-paid short-term and long-term disability insurance.
Management Physical: Annual City-paid physical examination.
Vacation: Twelve (12) vacation days after the first year of service; 15 days after four years, six months of service; 20 days after 19 years, six months of service.
Executive Leave: Forty (40) hours Executive Leave per year. The City Manager has discretion to grant an additional 40 hours each year.
Sick Leave : One day earned per month; unlimited accumulation; conversion upon retirement to cash credit toward health and/or dental insurance premiums, or to pension credits.
Holidays: Eleven (11) designated holidays per year, plus four personal holidays to be used at the employee's discretion.
Transportation Allowance: Monthly allowance is allocated by classifications below;
Flexible/Hybrid Work Schedule: Available (subject to City Manager approval).
Paid Parental Leave: The City provides one hundred and sixty (160) hours of Paid Parental Leave at 100% of salary, for the birth, adoption or foster placement of a child, regardless of the gender, marital status or sexual orientation of the parent.
01
INSTRUCTIONS: The purpose of these supplemental questions is to derive more specific information about the qualifications of applicants for this position. Applicants must clearly demonstrate their qualifying experience. These questions will serve as the basis for qualifying candidates for advancement into the selection process. Do you understand the information in the statement above?
02
MINIMUM REQUIREMENTS TO FILE Do you hold a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field (proof required). Experience may be substituted for education on a year-for-year basis.
03
Do you have three (3) years of progressively responsible full-time experience in administrative or financial positions. One (1) year of the required experience must have been gained in supervisory capacity.
04
DESIRABLE QUALIFICATIONS In 200 words or less please describe your experience in MUNIS Financial System, including Project Ledger subsidiary system/accounts.
05
ADDITIONAL INFORMATION: Do you have any relatives employed by the City of Long Beach?
06
If you have any relatives that work for the City of Long Beach, please indicate their name, department, position title and relationship.
07
REQUIRED ATTACHMENTS NOTICE: I understand that required documents, such as resumes, cover letters, degrees, transcripts, certificates, or licenses, must be uploaded to my online application in PDF format at the time of filing. I also understand that any proofs submitted must contain either my name or other identifying characteristic on the form, that proof of education for academic degrees must indicate degree conferral, and that proof of education for degrees or units outside the United States must include proof of educational equivalency.
08
CERTIFICATION STATEMENT: I hereby certify that all information provided in my online application, including the Supplemental Questionnaire, is true and complete to the best of my knowledge. I acknowledge that the department may contact my current and past employers or educators to verify the information that I have provided in my application. I understand that any falsification or omission of material facts disqualifies me from further consideration for this recruitment. To certify the above statement, please type your full name below.
Required Question
Location : City of Long Beach, CA
Job Type: Unclassified - Full-Time, Permanent
Remote Employment: Flexible/Hybrid
Job Number: TI25-043
Department: Technology & Innovation - (CL)
Opening Date: 06/30/2025
Closing Date: 7/29/2025 11:59 PM Pacific
DESCRIPTION
Appointment to this position is expected to be at or below the midpoint 138,876 of the salary range, however, the final amount will be carefully determined based on the candidate's knowledge, skills, qualifications, and an evaluation of internal equity within the organization. The City of Long Beach is seeking an experienced, creative, innovative and collaborative individual who is committed to developing and support the Department of Technology and Innovation, as a Financial Services Officer.THE COMMUNITY
The City of Long Beach is located south of Los Angeles and adjacent to Orange County, making it an idyllic location with oceanside activities, diverse culture, and a unique economy. Long Beach is home to approximately 470,000 residents living across the area's 51 square miles, including 169 parks with 26 community centers and many public spaces. This community is one of the most diverse in the United States, making it an excellent place to learn about and immerse yourself in various cultures. When you live in Long Beach, you get to enjoy the Southern California climate all year long, making surfing, hiking, golfing, and other outdoor activities popular in this area. Biking is a favorite pastime among residents, as this area is bike friendly. Walking around town is also easy, considering the City was rated the 10th "Most Walkable City" of over 100 cities globally. Long Beach features six miles of beaches and many parks and public spaces, as well as the Long Beach Convention Center, Aquarium of the Pacific, Queen Mary, and the annual IndyCar Acura Grand Prix of Long Beach.
CITY GOVERNMENT
Long Beach is a full-service Charter City formed in 1897, governed by nine City Council members who are elected by district and a mayor that is elected at-large. Elected officials also include the City Attorney, City Auditor, and City Prosecutor. The Council Members and the Mayor are subject to a three-term limit, which allows them to serve for a maximum of 12 years. The City Council appoints a City Manager and a City Clerk. The City Manager is responsible for the efficient administration of all City departments, excluding those under the direction of a separately elected official, Board or Commission.
The City Council appoints the City Manager, City Clerk, and Director of Police Oversight. The City Manager is responsible for the efficient administration of all City departments, excluding those under direction of a separately elected official, Board, or Commission. Long Beach is one of only three cities in California with its own Health Department and one of the very few municipalities with its own Utilities (Water and Gas) and Energy Resources Departments. The City is supported by a FY 2025 total budget of 3.6 billion with a General Fund budget of 752 million. More than 6,000 full- and part-time employees support municipal operations with the majority being represented by eleven recognized employee associations. To learn more about the City of Long Beach, go to:
THE DEPARTMENT
The Technology and Innovation Department (TID) plans and develops the technology infrastructure for the city and acts as a service agency to all city departments. The Department provides highly centralized information services through its 203 Full Time Equivalents (FTEs) and oversees technology consultants while operating on a FY 2025 annual budget of nearly 87.7 million. TID is organized into five bureaus: Digital Services, Enterprise Information Services, Infrastructure Services, Technology Engagement and Support, and Business Operations. The Business Operations Bureau oversees the ongoing administrative operations of the department, encompassing finance, personnel and communications. The Finance Division oversees budget development, MOU billing and development, procurement and contract management, review and processing of council letters, financial analysis and many more tasks. Additional information about the department is available at
The TID Vision: "We are the heart of a connected, secure and future ready Long Beach."
THE POSITION
The Financial Services Officer is an at-will management position reporting to the Business Operations Bureau Manager and is responsible for the leadership and oversight of the Finance Division. This is an exciting and challenging opportunity. This role provides strategic leadership and oversight of the Finance Division, which is responsible for the effective and efficient management of the Department's financial resources, including budget development, fiscal analysis, and procurement. The Financial Services Officer oversees a team of eight (8) employees and plays a critical role in ensuring the Department remains a vital partner-both internally and externally-in supporting the mission of the Department and the broader goals of the City. This position is eligible for a 9/80 alternate work schedule as well as a hybrid work schedule in accordance with the City of Long Beach Hybrid Work Program policy.
THE IDEAL CANDIDATE
The ideal candidate will have strong problem-solving and interpersonal/communication skills to navigate a myriad of financial exercises and management of the 100+ department wide contracts. As a key member of the Business Operations leadership team, their insight and collaboration, both within the Department and with external partners, will be essential to the success of the job. The ideal candidate will be committed to create a sense of trust, open communication, strong team dynamics by actively building strong employee morale.
EXAMPLES OF DUTIES
- Managing the fiscal, accounting, revenue collection and purchasing functions for the Department.
- Works with the Bureau Manager to develop, analyze and execute TIDs Memorandum of Understanding (MOU).
- Interpreting complex written information and answering questions regarding City policies, procedures, rules and regulations.
- Developing conclusions and making recommendations.
- Manages the Department's various operating funds, ensuring sufficient cash and fund balances throughout the fiscal year.
- Forecasts revenues, develops financial forecast models, maintains budgetary control records, and analyzes reserves.
- Oversee the annual fixed asset inventory for both the Department's and the City's fixed asset tracking systems.
- Negotiates and resolves sensitive and complex financial issues.
- Monitors and assists with grant applications and agreements, as needed.
- Leads all department-wide procurement efforts in compliance with the City's procurement regulations.
- Responsible for staff development, training, supervision, and evaluation of 8 employees.
- Maintains proactive communication with the department's managers on all aspects of finance.
- Developing strong internal processes to support efficient and transparent financial controls.
- Manages the administration of contract agreements according to City Municipal Code, City policies/procedures.
- Works with the bureau's management team in the development of monthly and quarterly financial reports to be presented to the Department's Senior Leadership.
- Assists the bureau manager in the development and monitoring of the Department's annual operating and capital improvement budgets.
EDUCATION
- A Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field*. Experience may be substituted for education on a year-for-year basis.
- Three (3) years of progressively responsible full-time experience in administrative or financial positions.
- One (1) year of the required experience must have been gained in supervisory capacity.
DESIRABLE QUALIFICATIONS
- Master's Degree is desirable
- Understanding of the City of Long Beach MUNIS Financial System, including Project Ledger subsidiary system/accounts.
- Excellent project management/technical skills
- Highly organized multi-tasker
- Excellent interpersonal, oral, and written communications skills
- Strong level of integrity, ethics, and good judgment
- Collaborative and inclusive management style
- Consistently exercises good judgement
- Self-motivated and results oriented
- Ability to be a thoughtful decision maker and the ability to communicate expectations and hold staff accountable for their responsibilities
- Exceptional analytical skills and attention to detail
- Dedicated to quality customer service skills
SELECTION PROCEDURE
This recruitment will close at 11:59 PM Pacific Time on July 30, 2025. To be considered, please submit an online application, including a cover letter, resume, and proof of education in PDF format. Applications that fail to include all necessary documents will be considered incomplete and will not be taken into consideration.
Applications will be reviewed for depth and breadth of experience, and for level and relatedness of education. The most qualified candidates will be invited to participate in further selection procedures. The selected candidate may be required to go through a background check and a physical examination prior to appointment. For questions regarding this recruitment, please call ( .
The City of Long Beach is an Equal Opportunity Employer . We value and encourage diversity in our workforce. The City of Long Beach is committed to creating a workplace where every employee is valued for who they are. Having our workforce reflect the diversity of our community at various levels of the organization is a continuous goal embraced by our departments, management staff, and policymakers. To support efforts of fairness and diversity, City Leadership is committed to incorporating equity and inclusion into our work by supporting staff and community partners. We are committed to promoting transparency by publishing updated demographic information for employees, including workforce diversity data and pay by race and gender.
The City of Long Beach will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act . You are not required to disclose your criminal history or participate in a background check until you receive a conditional job offer. If the City of Long Beach has concerns about a conviction that is directly related to the job after making a conditional job offer and conducting a background check, you will have the opportunity to explain the circumstances surrounding the conviction, provide evidence to mitigate concerns, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting
The City of Long Beach intends to provide reasonable accommodations in accordance with the Americans with Disabilities Act of 1990 . If a special accommodation is desired, or if you would like to request this information in an alternative format, please call ( .
The City of Long Beach is committed to maintaining fairness and transparency in our hiring practices. We believe in providing equal opportunities to all applicants and ensuring that every applicant is evaluated based on their qualifications and merit. If you believe that you have been unjustly disqualified based on minimum qualifications for an unclassified job opportunity, you have the right to appeal the decision. Find out more about the Unclassified Applicant Appeal Process by visiting .
In support of the City's Language Access Policy, bilingual skills (Spanish, Khmer and/or Tagalog) are desirable for positions interacting with the public. This information is available in an alternative format by request at the agency contact on the bulletin. If a special accommodation is desired, please contact the agency two (2) business days prior to the test, if applicable.
For technical support with your governmentjobs.com application, please contact ( .
The City of Long Beach offers its employees opportunities to grow personally and professionally. As a permanent employee, you are eligible to receive fringe benefits that include:
Retirement: California Public Employees' Retirement System (PERS) defined benefit retirement plan, which is coordinated with Social Security. The benefit is 2.5% or 2.7% (depending on hire date) @55 for "Classic" members and 2% @62 for new members as defined by PEPRA, subject to the compensation limitations set by PERS. Both the City and the employee contributes toward CalPERS retirement contributions. The city also participates in Social Security.
Health and Dental Insurance: The City offers the choice of HMO and PPO plans. The city pays major portion of the premium for employee and dependents depending on the health/ dental plan selected.
Life Insurance: City-paid term life insurance policy equal to three (3) times annual salary to a maximum of 500,000.
Disability Insurance: City-paid short-term and long-term disability insurance.
Management Physical: Annual City-paid physical examination.
Vacation: Twelve (12) vacation days after the first year of service; 15 days after four years, six months of service; 20 days after 19 years, six months of service.
Executive Leave: Forty (40) hours Executive Leave per year. The City Manager has discretion to grant an additional 40 hours each year.
Sick Leave : One day earned per month; unlimited accumulation; conversion upon retirement to cash credit toward health and/or dental insurance premiums, or to pension credits.
Holidays: Eleven (11) designated holidays per year, plus four personal holidays to be used at the employee's discretion.
Transportation Allowance: Monthly allowance is allocated by classifications below;
- Department Head 650.00
- Deputy Director/Manager/Director (Harbor/Utilities) 550.00
- Division Officer/Superintendent/ Chief of Staff / Administrator / Principal DCA 450.00
- Assistant to Executive / Executive Assistant / Executive Secretary/ Executive Support Staff 300.00
- Classic CalPERS Members: The City will contribute a maximum of up to two percent (2%) of base salary* for all qualified Classic CalPERS members.
- Public Employees' Pension Reform Act (PEPRA) CalPERS Members: Effective the second full pay period following City Council adoption, the City contribution will increase from two percent (2%) to three percent (3%) of base salary* for all qualified PEPRA CalPERS members.
Flexible/Hybrid Work Schedule: Available (subject to City Manager approval).
Paid Parental Leave: The City provides one hundred and sixty (160) hours of Paid Parental Leave at 100% of salary, for the birth, adoption or foster placement of a child, regardless of the gender, marital status or sexual orientation of the parent.
01
INSTRUCTIONS: The purpose of these supplemental questions is to derive more specific information about the qualifications of applicants for this position. Applicants must clearly demonstrate their qualifying experience. These questions will serve as the basis for qualifying candidates for advancement into the selection process. Do you understand the information in the statement above?
- Yes
- No
02
MINIMUM REQUIREMENTS TO FILE Do you hold a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field (proof required). Experience may be substituted for education on a year-for-year basis.
- Yes, I possess a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field and have attached it to my application.
- No, I do not possess a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field but I have at least seven (7) years of professional experience to substitute for the required education.
- No I do not Yes, I possess a Bachelor's Degree in Finance, Accounting, Public Administration, Public Policy, Business Administration, or a closely related field and I do not have at least seven (7) years of professional experience to substitute for the required education.
03
Do you have three (3) years of progressively responsible full-time experience in administrative or financial positions. One (1) year of the required experience must have been gained in supervisory capacity.
- Yes, I have three (3) years of progressively responsible full-time experience in administrative or financial positions. One (1) year of the required experience which was gained in supervisory capacity.
- No, I do not have three (3) years of progressively responsible full-time experience in administrative or financial positions. One (1) year of the required experience which was gained in supervisory capacity.
04
DESIRABLE QUALIFICATIONS In 200 words or less please describe your experience in MUNIS Financial System, including Project Ledger subsidiary system/accounts.
05
ADDITIONAL INFORMATION: Do you have any relatives employed by the City of Long Beach?
- Yes
- No
06
If you have any relatives that work for the City of Long Beach, please indicate their name, department, position title and relationship.
07
REQUIRED ATTACHMENTS NOTICE: I understand that required documents, such as resumes, cover letters, degrees, transcripts, certificates, or licenses, must be uploaded to my online application in PDF format at the time of filing. I also understand that any proofs submitted must contain either my name or other identifying characteristic on the form, that proof of education for academic degrees must indicate degree conferral, and that proof of education for degrees or units outside the United States must include proof of educational equivalency.
- Yes
- No
08
CERTIFICATION STATEMENT: I hereby certify that all information provided in my online application, including the Supplemental Questionnaire, is true and complete to the best of my knowledge. I acknowledge that the department may contact my current and past employers or educators to verify the information that I have provided in my application. I understand that any falsification or omission of material facts disqualifies me from further consideration for this recruitment. To certify the above statement, please type your full name below.
Required Question
View Now
9