1,403 Financial Acumen jobs in the United States
Assistant Facilities Manager - financial acumen required
Posted 10 days ago
Job Viewed
Job Description
Assistant Facilities Manager - financial acumen required
Job ID
227378
Posted
03-Jul-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Building Management, Facilities Management, Property Management
Location(s)
Salt Lake City - Utah - United States of America
About the Role:
As a CBRE Assistant Facilities Manager, you will be responsible for a combination of advanced facilities work in regulated spaces.
This job is a part of the Facilities Management functional area which focuses on all aspects of the operations of a set of assets and may partner with Property Managers or landlords.
The person in this role will sit on site with the client in Salt Lake City, UT.
What You'll Do:
-
Coordinate and manage facility repairs and maintenance performed by vendors, and contractors.
-
Perform routine facility inspections following local, state, and federal regulations. Suggest operational efficiencies, repairs, and upgrade opportunities.
-
Oversee vendor relationships and invoicing procedures. Review price quotes for the procurement of parts, services, and labor for projects.
-
Point of contact for front-line clients on various requests.
-
Create, monitor and manage work orders through completion.
-
Coordinate with trades personnel and vendors on corrective and preventive maintenance tasks.
-
Apply knowledge of own discipline and how own discipline integrates with others to achieve team and departmental objectives.
-
Lead by example and model behaviors that are consistent with CBRE RISE values. May influence stakeholders to achieve consensus.
-
Contribute to delivering high-quality results by ensuring the accuracy and effectiveness of own work and collaborating with the team to achieve shared goals.
-
Execute tasks according to established protocols and timelines.
-
Clearly communicates complex ideas in simple, easy-to-understand terms.
What You'll Need:
-
Ideal candidate will possess strong financial acumen, including the ability t analyze financial statements, manage budgets and make sound financial decisions.
-
Bachelor's Degree preferred with 2-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
-
Understanding existing procedures and standards to solve slightly complex problems.
-
Ability to analyze complex problems and make informed decisions and apply relevant precedents.
-
Experience using a CMMS to manage work orders required.
-
Strong interpersonal skills, with the ability to build rapport and collaborate with colleagues, stakeholders, and clients.
-
Proficiency in Microsoft Office Suite, including Word, Excel, Outlook and PowerPoint.
-
Strong interpersonal skills, with the ability to build rapport and collaborate with colleagues, stakeholders, and clients.
-
Must have strong organizational skills with a curious and analytical mindset.
-
Advanced mathematical skills, including proficiency with percentages, fractions, and other complex calculations.
-
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
-
#GWSFMS
Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more (
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Assistant Facilities Manager - financial acumen required
Posted 23 days ago
Job Viewed
Job Description
Job ID
227378
Posted
03-Jul-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Building Management, Facilities Management, Property Management
Location(s)
Salt Lake City - Utah - United States of America
**About the Role:**
As a CBRE Assistant Facilities Manager, you will be responsible for a combination of advanced facilities work in regulated spaces.
This job is a part of the Facilities Management functional area which focuses on all aspects of the operations of a set of assets and may partner with Property Managers or landlords.
The person in this role will sit on site with the client in Salt Lake City, UT.
**What You'll Do:**
+ Coordinate and manage facility repairs and maintenance performed by vendors, and contractors.
+ Perform routine facility inspections following local, state, and federal regulations. Suggest operational efficiencies, repairs, and upgrade opportunities.
+ Oversee vendor relationships and invoicing procedures. Review price quotes for the procurement of parts, services, and labor for projects.
+ Point of contact for front-line clients on various requests.
+ Create, monitor and manage work orders through completion.
+ Coordinate with trades personnel and vendors on corrective and preventive maintenance tasks.
+ Apply knowledge of own discipline and how own discipline integrates with others to achieve team and departmental objectives.
+ Lead by example and model behaviors that are consistent with CBRE RISE values. May influence stakeholders to achieve consensus.
+ Contribute to delivering high-quality results by ensuring the accuracy and effectiveness of own work and collaborating with the team to achieve shared goals.
+ Execute tasks according to established protocols and timelines.
+ Clearly communicates complex ideas in simple, easy-to-understand terms.
**What You'll Need:**
+ Ideal candidate will possess strong financial acumen, including the ability t analyze financial statements, manage budgets and make sound financial decisions.
+ Bachelor's Degree preferred with 2-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
+ Understanding existing procedures and standards to solve slightly complex problems.
+ Ability to analyze complex problems and make informed decisions and apply relevant precedents.
+ Experience using a CMMS to manage work orders required.
+ Strong interpersonal skills, with the ability to build rapport and collaborate with colleagues, stakeholders, and clients.
+ Proficiency in Microsoft Office Suite, including Word, Excel, Outlook and PowerPoint.
+ Strong interpersonal skills, with the ability to build rapport and collaborate with colleagues, stakeholders, and clients.
+ Must have strong organizational skills with a curious and analytical mindset.
+ Advanced mathematical skills, including proficiency with percentages, fractions, and other complex calculations.
+ Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
+ #GWSFMS
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more ( Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Financial Institutions Relationship Manager Senior Annuity Operations - Empower military familie...
Posted 1 day ago
Job Viewed
Job Description
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
USAA is seeking a talented Financial Institutions Relationship Manager Senior to manage and provides operational oversight of USAAs external annuity distribution and select technology service providers. Responsible for delivering end-to-end operational, process, and service excellence through ongoing management and oversight of annuity operations, service and technology suppliers. Ensures timely and satisfactory resolution and communication of new business, post issue and service to include escalations, and exceptions.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Tampa, FL, or Plano, TX. Relocation assistance is not available for this position.
What youll do:
Monitors key distributor satisfaction and performance metrics to understand and apply data driven insights to inform business strategies to achieve business goals and operational efficiencies.
Participates as a subject matter expert on new distributor implementation and launch.
Participates in monthly operations business review meetings supplier and service provider firms to review service level targets, identify business trends and to uncover opportunities to develop operational and business process efficiencies.
Responsible for timely and appropriate resolution of escalations from external distribution partners.
Identifies opportunities to document and facilitate improvements to processes. Assists with developing functional policies, procedures, and guidelines.
Participates in periodic business review meetings with senior executives at distributor and/or supplier and service provider firms to foster relationships and uncover opportunities to develop operational efficiencies.
Responsible for new account implementation and business development with external distributors.
Identifies and manages business operational controls to ensure adherence to appropriate risk level.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without Bachelors Degree)
6 years of experience in annuity product sales, relationship management, and/or annuity operations.
3 years of experience in annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms.
Excellent relationship management skills and demonstrated ability to influence decisions at all leadership levels.
Subject-matter-expert level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry practices and emerging trends required.
High level knowledge of investments, annuities and/or life insurance products.
Strong relationship management skills and demonstrated ability to influence decisions at senior leadership levels.
Strong issue resolution and follow-up skills.
Strong executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog.
10% travel may be required
What sets you apart:
US military experience through military service or a military spouse/domestic partner
3 or more years technical experience working with Zinnia Solution (Formerly Annuity Net), Firelight, DTCC, iPipeline
3 or more years annuity operations experience with working knowledge of annuity products and the third-party distribution sales process
3 or more years of experience in annuity operations support and service, preferably within a broker-dealer or insurance company utilizing third-party annuities distribution.
2 or more years of experience working with a business process outsourced (BPO) firm.
Compensation range: The salary range for this position is: $114,080 - $218,030.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Financial Institutions Relationship Manager Senior Annuity Operations - Empower military familie...
Posted 1 day ago
Job Viewed
Job Description
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
USAA is seeking a talented Financial Institutions Relationship Manager Senior to manage and provides operational oversight of USAAs external annuity distribution and select technology service providers. Responsible for delivering end-to-end operational, process, and service excellence through ongoing management and oversight of annuity operations, service and technology suppliers. Ensures timely and satisfactory resolution and communication of new business, post issue and service to include escalations, and exceptions.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Tampa, FL, or Plano, TX. Relocation assistance is not available for this position.
What youll do:
Monitors key distributor satisfaction and performance metrics to understand and apply data driven insights to inform business strategies to achieve business goals and operational efficiencies.
Participates as a subject matter expert on new distributor implementation and launch.
Participates in monthly operations business review meetings supplier and service provider firms to review service level targets, identify business trends and to uncover opportunities to develop operational and business process efficiencies.
Responsible for timely and appropriate resolution of escalations from external distribution partners.
Identifies opportunities to document and facilitate improvements to processes. Assists with developing functional policies, procedures, and guidelines.
Participates in periodic business review meetings with senior executives at distributor and/or supplier and service provider firms to foster relationships and uncover opportunities to develop operational efficiencies.
Responsible for new account implementation and business development with external distributors.
Identifies and manages business operational controls to ensure adherence to appropriate risk level.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without Bachelors Degree)
6 years of experience in annuity product sales, relationship management, and/or annuity operations.
3 years of experience in annuity and/or life insurance distribution through full-service brokerage and bank broker dealer firms.
Excellent relationship management skills and demonstrated ability to influence decisions at all leadership levels.
Subject-matter-expert level of business acumen in the areas of annuity business operations, broker dealer sales processes and paperwork, sales suitability, industry practices and emerging trends required.
High level knowledge of investments, annuities and/or life insurance products.
Strong relationship management skills and demonstrated ability to influence decisions at senior leadership levels.
Strong issue resolution and follow-up skills.
Strong executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog.
10% travel may be required
What sets you apart:
US military experience through military service or a military spouse/domestic partner
3 or more years technical experience working with Zinnia Solution (Formerly Annuity Net), Firelight, DTCC, iPipeline
3 or more years annuity operations experience with working knowledge of annuity products and the third-party distribution sales process
3 or more years of experience in annuity operations support and service, preferably within a broker-dealer or insurance company utilizing third-party annuities distribution.
2 or more years of experience working with a business process outsourced (BPO) firm.
Compensation range: The salary range for this position is: $114,080 - $218,030.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Paralegal | Investment Management
Posted today
Job Viewed
Job Description
Top Tier Asset Management firm is looking fora Paralegal to join their growing team. This is an excellent opportunity to become a key part of the wealth solutions business. You'll have the opportunity to work in a collaborative and dynamic environment, contributing to impactful projects that support the legal and business operations. As a Paralegal in the in-house Legal department, you will assist with the preparation and review of board materials, contracts, investment guidelines, operational procedures, fund registration statements, proxy materials, and regulatory filings. You will also maintain timelines and project plans, and represent the Legal department in key meetings, including board, operating company, and investment committee meetings.
A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.QUALIFICATIONS
- Bachelor’s Degree, with prior experience in a Paralegal role within the investment management industry, preferably with '40 Act registered funds, securities filings, and corporate governance.
- Familiarity with electronic board portal systems, document management systems, and the SEC EDGAR system.
- Strong computer skills, including proficiency in Word, Excel, and Adobe.
- Exceptional attention to detail with the ability to manage multiple projects simultaneously.
- Proven ability to establish and maintain effective partnerships with other business areas.
This role will sit HYBRID out of the New York, NY office.
Paralegal | Investment Management
Posted 12 days ago
Job Viewed
Job Description
Top Tier Asset Management firm is looking fora Paralegal to join their growing team. This is an excellent opportunity to become a key part of the wealth solutions business. You'll have the opportunity to work in a collaborative and dynamic environment, contributing to impactful projects that support the legal and business operations. As a Paralegal in the in-house Legal department, you will assist with the preparation and review of board materials, contracts, investment guidelines, operational procedures, fund registration statements, proxy materials, and regulatory filings. You will also maintain timelines and project plans, and represent the Legal department in key meetings, including board, operating company, and investment committee meetings.
QUALIFICATIONS
- Bachelor's Degree, with prior experience in a Paralegal role within the investment management industry, preferably with '40 Act registered funds, securities filings, and corporate governance.
- Familiarity with electronic board portal systems, document management systems, and the SEC EDGAR system.
- Strong computer skills, including proficiency in Word, Excel, and Adobe.
- Exceptional attention to detail with the ability to manage multiple projects simultaneously.
- Proven ability to establish and maintain effective partnerships with other business areas.
This role will sit HYBRID out of the New York, NY office.
Director, Investment Management
Posted today
Job Viewed
Job Description
+ As an integral part of the Treasury organization, Investment Management oversees over $40 billion in various retirement and benefit plan assets. Investment Management is also responsible for advising the Employee Benefits Committee ("EBC"), which exercises fiduciary oversight of the various plans' investment activities.
+ Oversee the investment activities of American's various defined benefit, defined contribution, foundation, and health & welfare plans. The Director, Investment Management reports to the Assistant Treasurer and is primarily responsible for the strategy, design, and execution of all investment pools.
**Intro**
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
**What you'll do**
_As noted above, this list is intended to reflect the current job but there may be additional essential functions (and certainly non-essential job functions) that are not referenced. Management will modify the job or require other tasks be performed whenever it is deemed appropriate to do so, observing, of course, any legal obligations including any collective bargaining obligations._
+ Work closely with investment advisors to oversee the investment performance of individual investments in the various plans
+ Constantly look for ideas to improve the performance of various actively managed funds in the 401(k) plans, including meeting prospective investment managers and strategies
+ Look for ways to improve 401(k) plans' offerings to participants including strategies such as managed accounts and retirement income
+ Oversee the asset allocation framework and strategy of the Fixed Benefit Plans in a Liability-Driven Investing construct while interpreting pension funding rules and regulations
+ Oversee and maintain models related to fixed benefit plans funded status and future contributions and prepare presentation materials for senior management and board of directors
+ Develop strategies to derisk Fixed Benefit Plans from a liability standpoint and execute them
+ Take a prominent role in shaping industry legislation by working with industry trade associations and internal government affairs staff
+ Responsible for getting new plans such as Market Based Cash Balance defined benefit Plan off the ground while working collaboratively with various stakeholders
**What you'll do (continued)**
+ Develop, maintain and implement investment policies for all plans
+ Run the fiduciary committee meetings including preparation of meeting materials and coordination and preparation of events leading up to the committee meetings
+ Responsible for all administrative aspects of the plans including liaising with internal departments such as retirement benefits strategy, corporate accounting, Sox/compliance, financial planning and ERISA counsel and external teams such as actuaries, trustee/custodian, other vendors
+ Recommend asset allocation, monitor, and rebalance investments of American's Foundations and Endowments and present investment performance to Boards each quarter
+ Oversee the investment management activities of the Canadian and other international defined benefit and defined contribution plans as well as various health and welfare plans
+ Attend and represent American Airlines and the Plans at industry events such as conferences
+ Moderate travel involved
+ Lead a team of 2 - 3 individuals
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Bachelor's degree
+ 7-10 years of experience in an investment management setting across diverse asset classes
+ Investment experience managing defined benefit and defined contribution plans required
+ Proven, self-motivated, results orientation with patience, perseverance, humility, and diplomacy
+ Possess intellectual curiosity; strong interest for the investment markets and the intellectual enthusiasm to understand the management of a broad range of asset classes
**Preferred Qualifications- Education & Prior Job Experience**
+ CFA charter holder or progress toward attaining a CFA charter
**All you'll need for success (continued)**
**Skills, Licenses & Certifications**
+ Self-starter with executive presence and the ability to manage multiple projects effectively involving multiple retirement plans
+ Strong problem solving and project management skills, with proven track record of performing complex assignments under tight deadlines while maintain superior quality in work products
+ Ability to manage external consultants, advisors, lawyers to complete assignments
+ Commitment to quality, pride in work and accepts complete ownership of responsibilities
+ Excellent ability to communicate with all levels of management proactively and effectively both verbally and written
+ Strong attention to detail with constant desire to learn and improve
+ Analytical thinking abilities to understand and manage all aspects of investment management
+ Excellent teamwork/interpersonal skills with proven ability to work effectively in diverse situations
+ Oriented to continuous process and productivity improvement
+ Proficient in Microsoft Office including Word, Excel, PowerPoint, Outlook
+ Believes in and promotes the American Airlines five leadership attributes:
+ Caring - We care about all team members
+ Collaboration - We succeed as a team
+ Development - We build future leaders
+ Results - We drive to be the best
+ Future - We continually challenge the status quo
**What you'll get**
Feel free to take advantage of all that American Airlines has to offer:
+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
+ Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
+ Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
**Feel free to be yourself at American**
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.
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Investment Management Specialist
Posted 1 day ago
Job Viewed
Job Description
San Antonio, Texas
**To proceed with your application, you must be at least 18 years of age.**
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. Key responsibilities include providing operational support and quality client service through offering a full range of investment products and services across the enterprise. Job expectations include leveraging specialists and financial planning tools to deliver holistic investment solutions.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Maintains an understanding of the Chief Investment Office (CIO) philosophy, proprietary planning, and investment management tools
+ Monitors, analyzes, and reviews the current market environment and research portfolio recommendations
+ Monitors and manages client portfolios to align with client goals, objectives, risk tolerance, and time horizons
+ Reviews and manages team proprietary models to align with current market assumptions by participating in CIO and manager updates and reviewing reports and allocation updates
+ Creates analytical reports for Financial Advisors to review client investment portfolio performances against market returns
+ Assesses and shares pricing findings with clients to ensure understanding of the value of advice and accompanying solutions
**Skills:**
+ Causation Analysis
+ Financial Management
+ Investment Management
+ Trading Strategy
+ Trading and Investment Analysis
+ Portfolio Analysis
+ Portfolio Management
+ Price Verification and Valuation
+ Trade Monitoring
+ Trading
+ Client Investments Management
+ Client Solutions Advisory
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Wealth Planning
**Required Qualifications:**
+ Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
+ SAFE Act Registration; ADV-2B Required
+ Maintain at least one firm approved designation
+ Possess and demonstrate strong communication skills
+ Thorough knowledge and understanding of the suite of Wealth Management products and services
+ Strong analytical and portfolio management skills with the ability to identify trends and implement investment strategies to increase growth and mitigate risk
+ Ability to make sound decisions by having a deep understanding of investment management best practices and policies/procedures
+ Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way?
**Desired Qualifications:**
+ CFA designation
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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Paralegal | Investment Management
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Job Description
Top Tier Asset Management firm is looking fora Paralegal to join their growing team. This is an excellent opportunity to become a key part of the wealth solutions business. You'll have the opportunity to work in a collaborative and dynamic environment, contributing to impactful projects that support the legal and business operations. As a Paralegal in the in-house Legal department, you will assist with the preparation and review of board materials, contracts, investment guidelines, operational procedures, fund registration statements, proxy materials, and regulatory filings. You will also maintain timelines and project plans, and represent the Legal department in key meetings, including board, operating company, and investment committee meetings.
QUALIFICATIONS
- Bachelor’s Degree, with prior experience in a Paralegal role within the investment management industry, preferably with '40 Act registered funds, securities filings, and corporate governance.
- Familiarity with electronic board portal systems, document management systems, and the SEC EDGAR system.
- Strong computer skills, including proficiency in Word, Excel, and Adobe.
- Exceptional attention to detail with the ability to manage multiple projects simultaneously.
- Proven ability to establish and maintain effective partnerships with other business areas.
This role will sit HYBRID out of the New York, NY office.
Investment Management Associate
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Job Description
Top Am Law 50 Law firm is seeking an experienced associate to join their Asset Management Group.
Qualified candidates must have 2 5 years of legal experience working at a law firm, or in-house at an asset management firm.
Candidates should have excellent verbal and written communication, interpersonal and client service skills and the ability to function well in a high-paced and deadline driven environment. Flexibility to work independently and as part of a team will also be important. J.D. degree from an accredited law school or equivalent is required.