62 Financial Managers jobs in Columbus
Senior Risk Officer - Investment Management

Posted 1 day ago
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Job Description
The Senior Risk Officer - Investment Management colleague will operate within the Investment Management space, playing a key role in the delivery of risk strategy and execution for Huntington's Broker/Dealer, Registered Investment Advisor and Trust Investment Management businesses. Incumbents will be a key colleague responsible for risk activity in support. This colleague works with a team of experienced risk professionals and partners with senior leaders to ensure effective risk governance, regulatory compliance, and operational resilience.
Duties & Responsibilities:
+ Serve as a core advisor to Huntington Financial Advisors and Trust Investment Management, providing expert guidance on risk mitigation, policy development, and regulatory change impacts.
+ Ensuring sustainable first line risk programs are in place that will identify, assess and mitigate potential risks.
+ Communicating risk-related information to all relevant stakeholders, including senior management, initiative leaders and our compliance/legal partners.
+ Ensure thorough risk assessments are conducted, to identify potential risks across the Wealth organization.
+ Works with other Business Risk Officers to recommend risk mitigation strategies and controls to minimize the impact of identified risks.
+ Assesses Strategic Risk for the Segment, including the quarterly Risk and Control Self-Assessment (RCSA).
+ Assess policy compliance of the Segment with applicable frameworks and policies.
+ Proactively challenge and influence both business and risk partners on complex risk issues, ensuring that remediation strategies are not only timely but also effective and sustainable.
Basic Qualifications:
+ Bachelor's degree
+ 7+ years of related/focused experience and proven industry expertise/management within investment management/financial advisory
+ Strong written and verbal communication skills, with the ability to influence outcomes and deliver concise actions/outcomes
+ Ability to lead and motivate others, manage resources, and influence decision making
+ Risk Management expertise across multiple pillars; products; or business units
+ Ability to manage multiple priorities and work effectively in a fast-paced environment
+ Understanding of laws and regulations relevant to the Wealth organization's industry and operations
+ Knowledge and ability to work with MS Office products effectively and efficiently
Preferred Qualifications:
+ FINRA Series 7 and 24 Licenses or ability to obtain within 6 months
+ CFP, CFA or similar certifications
+ Broad industry and networking knowledge
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Financial Analysis Production Support Associate

Posted 1 day ago
Job Viewed
Job Description
+ Monitor and support financial analysis systems to ensure uninterrupted operations
+ Troubleshoot and resolve production issues quickly, enhancing process efficiency.
+ Optimize workflows for accurate, timely financial reporting.
+ Collaborate with global teams to provide best-in-class support for forecasting initiatives and end users.
+ Maintain high service standards in a fast-paced, production support environment.
Join our PnA Production support Team and help drive continuous improvement in our financial analysis operations, ensuring our stakeholders have the data they need to navigate complex business landscapes.
**Job responsibilities:**
+ Support the daily operational processes and provide deliverables within established Service Level Agreements.
+ **Issue Resolution:** Quickly diagnose and troubleshoot production incidents to minimize downtime and ensure continuous operations.
+ **Monitoring & Alerting:** Constantly monitor production systems, responding promptly to issues and generating actionable insights from system performance metrics.
+ **Collaboration:** Work with cross-functional teams-including engineering, operations, and product-to coordinate issue escalation, resolution, and follow-up.
+ **Documentation & Controls:** Maintain clear documentation of incident resolution, best practices, and system configurations to support knowledge sharing and continuous improvement.
+ **Process Improvement:** Identify recurring issues and recommend process or system enhancements to improve stability and operational efficiency.
+ **User Support:** Provide prompt, clear support for end-user queries related to production environments, ensuring all communications are consistent and informative.
+ **Proactive Maintenance:** Schedule and carry out routine system checks, updates, and optimizations to avoid potential disruptions.
**Required, qualifications, capabilities, and skills:**
+ Bachelor's degree required from an accredited university/institution
+ Candidate must have 3+ years' of experience
+ Demonstrates flexibility, teamwork, can multi-task effectively, builds partnerships, and ability to work in a fast-moving environment
+ Experience with project management tools like (JIRA/Confluence/ServiceNow)
+ Knowledge of and/or experience using programming and query languages (e.g., SQL, Python), as well as experience leveraging automation and business intelligence (BI) tools such as Alteryx, Tableau, or Xceptor
**Preferred qualifications, capabilities, and skills:**
+ A self-starter with the ability to quickly learn and assimilate business and technical knowledge.
+ advanced degree and/or certifications
+ Strong analytical and problem-solving skills.
+ Experience with Agile delivery methodologies.
+ Experience in Operations/Production support with financial domain experience
+ Nice to have experiences include (but are not limited to): Financial Reporting, Finance Workflow/Automation, Analytics/Dashboarding, FwP&A/Forecasting
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Financial Analysis Production Support Associate
Posted 19 days ago
Job Viewed
Job Description
- Monitor and support financial analysis systems to ensure uninterrupted operations
- Troubleshoot and resolve production issues quickly, enhancing process efficiency.
- Optimize workflows for accurate, timely financial reporting.
- Collaborate with global teams to provide best-in-class support for forecasting initiatives and end users.
- Maintain high service standards in a fast-paced, production support environment.
Join our PnA Production support Team and help drive continuous improvement in our financial analysis operations, ensuring our stakeholders have the data they need to navigate complex business landscapes.
Job responsibilities:
- Support the daily operational processes and provide deliverables within established Service Level Agreements.
- Issue Resolution: Quickly diagnose and troubleshoot production incidents to minimize downtime and ensure continuous operations.
- Monitoring & Alerting: Constantly monitor production systems, responding promptly to issues and generating actionable insights from system performance metrics.
- Collaboration: Work with cross-functional teams-including engineering, operations, and product-to coordinate issue escalation, resolution, and follow-up.
- Documentation & Controls: Maintain clear documentation of incident resolution, best practices, and system configurations to support knowledge sharing and continuous improvement.
- Process Improvement: Identify recurring issues and recommend process or system enhancements to improve stability and operational efficiency.
- User Support: Provide prompt, clear support for end-user queries related to production environments, ensuring all communications are consistent and informative.
- Proactive Maintenance: Schedule and carry out routine system checks, updates, and optimizations to avoid potential disruptions.
Required, qualifications, capabilities, and skills:
- Bachelor's degree required from an accredited university/institution
- Candidate must have 3+ years' of experience
- Demonstrates flexibility, teamwork, can multi-task effectively, builds partnerships, and ability to work in a fast-moving environment
- Experience with project management tools like (JIRA/Confluence/ServiceNow)
- Knowledge of and/or experience using programming and query languages (e.g., SQL, Python), as well as experience leveraging automation and business intelligence (BI) tools such as Alteryx, Tableau, or Xceptor
Preferred qualifications, capabilities, and skills:
- A self-starter with the ability to quickly learn and assimilate business and technical knowledge.
- advanced degree and/or certifications
- Strong analytical and problem-solving skills.
- Experience with Agile delivery methodologies.
- Experience in Operations/Production support with financial domain experience
- Nice to have experiences include (but are not limited to): Financial Reporting, Finance Workflow/Automation, Analytics/Dashboarding, FwP&A/Forecasting
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Manager, Financial Planning & Analysis

Posted 1 day ago
Job Viewed
Job Description
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
*Team/ Role Paragraph:*
Platform and Core FP&A supports the infrastructure and core teams that power every Coinbase product, including Cloud, Security, and Developer Productivity. Our objective is to provide CFO-level partnership to these mission-critical teams, helping guide decisions on cloud spend, build-versus-buy tradeoffs, and long-range platform investment. From modeling cost dynamics to influencing resourcing strategies, this role sits at the intersection of finance, strategy, and technical execution. It's a uniquely cross-functional seat with exposure to senior leadership and a mandate to help Coinbase scale securely and efficiently.
*What you'll be doing (ie. job duties):***
* Support the development of the annual budget and ongoing forecasting processes, including variance analysis and trend identification.
* Review month-end close activities in collaboration with the Accounting team and be a subject matter expert for the Operations & Technology team.
* Create business review materials and lead presentations with functional leadership.
* Develop tools and resources to drive insights related to budget allocation, attribution analysis and financial reporting which will guide decision making.
* Work cross-functionally with key partners on P&L forecasting, headcount management and ad hoc analysis.
* Develop impactful, compelling presentation materials (decks, notes, write-ups, backup materials, etc.) that effectively communicates financial projections, drivers, business performance, risks and opportunities to leadership.
* Conduct ad-hoc analysis and special projects as requested by senior management.
*What we look for in you (ie. job requirements):***
* University degree in Finance, Accounting, Economics or related subject area.
* Minimum of 7 years experience in an analytical and/or planning role at a public company or consulting, banking, tech etc.
* Experience with financial modeling and analysis.
* Outstanding analytical skill, with a passion for metrics and data; ability to apply in order to influence and drive decision making.
* Self-starter who is intellectually curious and not afraid to seek out projects independently.
* High competence and passion for sophisticated problem solving applying financial modeling and analysis, including advanced dashboards.
* Excellent communication and interpersonal skills with the ability to build relationships with cross-functional teams.
*Nice to haves:*
* Advanced degree in business or finance.
* Experience with visualization tools (Looker, etc.) and financial software (Anaplan, Coupa, NetSuite, etc.) is a plus.
* SQL experience working with large datasets and creating data visualization tools. (Python and SQL skills are a plus.)
* Experience with financial tech, crypto or traditional financial services.
Job #: P65759
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$166,345-$195,700 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com
Financial Analysis - Technology Finance - Senior Associate
Posted 2 days ago
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Job Description
As a Financial Analysis Senior Associate in Technology Finance, you will collaborate across the organization to provide strategic financial analysis, oversight, and coordination of budgeting and forecasting. You will serve as a trusted advisor, responsible for identifying, escalating, and mitigating business risks. This dynamic and fast-paced role aligns with the ever-evolving nature of the businesses we support.
Job Responsibilities:
- Lead annual and ongoing financial planning for product areas, providing insights into monthly financial performance, forecasting, budgeting, and trend analysis.
- Develop and monitor performance metrics, create presentations, and deliver financial analysis on various topics to senior management.
- Oversee financial control, forecasting, budgeting, and the delivery of management reports on a weekly, monthly, and quarterly basis. Develop new reporting capabilities, including dashboards.
- Conduct variance analysis to identify key drivers of results and present findings to senior management, explaining deviations from forecasts and budgets.
- Manage and deliver key work streams and tasks, ensuring timely execution even with limited information.
- Identify and resolve key business risks, ensuring alignment with strategic goals.
- Communicate with key business partners to understand projects and drive next steps. Demonstrate strong design acumen and expertise in Excel and PowerPoint.
- Provide business rationale and decisions for month-end financial performance and forecasting.
- Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, and trends.
- Create ad hoc reports for senior management, perform variance analysis to understand key drivers of results, manage and deliver key work streams and tasks.
Required Qualifications, Capabilities, and Skills
- Bachelor's degree in Accounting, Finance, or a related field.
- 4+ years of work experience in Financial Services, and/or accounting/controller background
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
- Proven track record of executing special projects with minimal lead time.
- Inquisitive, enthusiastic, and diligent, with the ability to challenge peers.
- Proficient in Excel and PowerPoint, with intermediate to advanced skills.
- Strong analytical and problem-solving skills, with the ability to analyze large data sets and present conclusions concisely.
- Team player with the ability to communicate effectively with key business partners.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Casey Quirk Investment & Wealth Management Insights Senior Manager

Posted 1 day ago
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Job Description
Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers, and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
Casey Quirk (CQ) is part of Deloitte's Strategy Offering, within our broader Strategy & Transactions practice. We have a dedicated team focused on proprietary research known as the Casey Quirk Knowledge Center. As part of our continued growth, we are always looking for talented professionals with an interest in the global investment industry and a passion for providing strategic advice to senior executives.
The CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights agenda across the investment management and wealth management marketplaces. This high-impact role is designed for a thought leader who thrives at the intersection of market analysis, executive engagement, and content-driven eminence.
Recruiting for this role ends on 9/30/2025.
Work You'll Do
As a Senior Manager, you will shape forward-looking views, synthesize complex market trends, and serve as a go-to voice on evolving dynamics in buyer behavior, product strategy, operating models, and technology innovation. You will collaborate with senior leaders across the firm and industry to produce actionable insights and contribute to Deloitte's position as a trusted authority in the financial services sector. Key responsibilities:
+ Lead strategic research efforts and intellectual agenda development for investment and wealth management topics.
+ Create forward-looking, hypothesis-driven market insights and thought leadership materials that influence clients and inform strategy.
+ Serve as a market-facing thought leader, presenting findings to industry executives, conference audiences, and internal partners.
+ Guide a team in synthesizing data, developing proprietary frameworks, and delivering impactful points of view across buyer demand, product innovation, operational evolution, and technology disruption.
+ Partner closely with Deloitte Consulting and CQ engagement teams to connect marketplace intelligence to client impact.
+ Build and manage relationships with senior industry stakeholders and maintain a pulse on evolving client needs and competitive dynamics.
+ Set and manage the annual research agenda, including proprietary studies, timelines, conference engagement and PR connectivity
+ Manage Knowledge Center resources, including dedicated team members, research support, and budget.
+ Ensure the Knowledge Center's work maintains the highest standards of analytical rigor, relevance, and influence in the market.
The Team
Our Strategy offering architects bold strategies to achieve business and mission goals, enabling growth, competitive advantage, technology modernization, and continuous digital and AI transformation.
CQ is an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers and practitioners deliver end-to-end solutions that span across business strategy, organizational transformation, and technology implementation. The CQ Knowledge Center is a collaborative, entrepreneurial team at the forefront of advising the world's leading financial institutions. The team plays a pivotal role in shaping the firm's point of view and driving influence across Deloitte's global platform.
Qualifications
Required:
+ 8+ years of professional experience in investment management and/or wealth management
+ 8+ years of professional experience in market research and consulting
+ 8+ years of experience defining financial services industry trends, buyer and product landscapes, and the operational and digital transformation shaping the sector
+ 5+ years of experience leading high-performing teams and managing multiple research projects concurrently
+ Proven experience authoring thought leadership or market insights that have reached executive audiences or media platforms
+ Comfort and skill in executive-level presentations, facilitation, and speaking engagements
+ Strong intellectual curiosity and passion for shaping forward-looking market perspectives
+ Bachelor's degree in Finance, Economics, or related discipline
+ Live within commuting distance to one of Deloitte's consulting offices
+ Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred:
+ MBA or Master's degree in Finance, Economics, or related discipline
+ Prior experience working in or with strategy consulting firms, asset managers, wealth platforms or fintechs
+ Ability to translate complex data and insights into clear, concise narratives for broad audiences
+ Strong network of contacts in the investment or wealth management ecosystem
+ Interest in enhancing current processes and analytical tools, leveraging best-in-class techniques such as GenAI
Information for applicants with a need for accommodation: wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $175,300 to $322,900.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Intern - Financial Planning & Analysis

Posted 1 day ago
Job Viewed
Job Description
NiSource, the parent company of Columbia Gas of Ohio, is currently seeking a Summer Intern for Financial Planning & Analysis. A Fortune 500 company and one of the largest natural gas distribution companies in the United States. Our goal is to be America's premier regulated energy company, providing customer-focused energy solutions, investment-driven growth opportunities, and sustainable value for our customers, investors and employees. Underpinning this effort is our unwavering commitment to top-tier safety and reliability, collaborative stakeholder relationships, inclusive and engaging work environments, strong governance and transparency, and forward-looking environmental practices and stewardship. Our service territory reflects the diversity found within the individuals that make up the NiSource team.
This position follows a hybrid schedule, requiring on-site presence three days per week and remote work two days per week.
**Essential Functions**
+ Successful applicants will become integral members of the department, while learning within a team environment, completing meaningful tasks and collaborating with managers on important projects. These positions will be a great opportunity for the candidate desiring to launch their career in Finance-related fields. Successful applicants will build professional relationships with other interns and all levels of NiSource personnel while participating in rewarding professional development exercises and fun, team-building activities. Interns will obtain a broad overview of NiSource's operations and current events in the utilities industry.
+ Opportunities are available in the following business disciplines:- Financial Planning Department◦ The intern will gain hands-on experience in performing functions such as building long range financial plans, budget to actual analysis, preparing capital expenditure, revenues and/or operating expense forecasts, developing variance analysis and producing monthly and quarterly management reports.
**Required Qualifications For Position**
+ Currently enrolled in an accredited university with major in Accounting, Finance, Economics, or related business discipline
+ Completion of intermediate-level coursework
+ Preferred GPA of 3.0 or higher
+ Strong financial acumen and analytical ability
+ Excellent written and verbal communication skills
+ Proficiency in MS Excel and Word
+ Positive attitude and strong work ethic
+ Authorized to work in the United States without requiring sponsorship
**Physical Demands**
+ The preceding description is not designed to be a complete list of all duties and responsibilities required of the position.
_As a public utility, NiSource is required to provide continuous service to customers at all times. To ensure we fulfill that obligation, employees may be required to work outside their normal work hours and perform tasks outside of their normal responsibilities in support of emergency operations._
**Work Authorization**
Authorized to work in the United States without requiring sponsorship.
**Workplace Connection**
Value inclusion within your day to day responsibilities by respecting others perspectives/convictions, engaging others opinions, creating a safe environment where people, ideas, and opinions are valued within your Team/Customers and external partners.
Respect the unique lived experiences within your Team/Customers and external work partners by valuing different world views, challenges, and cultures that represents all walks of life and all backgrounds.
Treat others with respect and consideration. Actively participate in creating and contributing to a positive work environment.
**Equal Employment Opportunity**
NiSource is committed to providing equal employment opportunities in each of its companies to all employees and applicants for employment without regard to race, color, religion, national origin or ancestry, veteran status, disability, gender, age, marital status, sexual orientation, gender identity, sex (including pregnancy, lactation, childbirth or related medical conditions), genetic information, citizenship status, or any protected group status as defined by law. Each employee is expected to abide by this principle.
**By applying, you may be considered for other job opportunities.**
**ADA Accommodations**
If you need a reasonable accommodation to participate in any part of the hiring process or to perform the essential functions of the position, please contact OneHR at or
**Safety Statement**
Promote a safe work environment by actively participating in all aspects of our employee safety program. Report any unsafe conditions and take actions to prevent personal injuries. Support our interdependent safety culture by ensuring the safety of your co-workers. Stay focused on the task at hand and promote productivity through good work habits.
**E-Verify**
NiSource participates in the U.S. Department of Homeland Security's E-Verify program. As part of this process, we provide the following notices to all job applicants: These documents inform you of your rights and responsibilities under U.S. law. You can view or download them using the links below:
+ **E-Verify Poster** (English and Spanish) E-Verify Participation Poster English and Spanish ( **Right to Work Poster** (English and Spanish) If you have the right to work, don't let anyone take it away ( Range*:**
$17.20 - $29.70
**_*The salary offered to a candidate is_** **_based on several factors including_** **_but not limited to_** **_the_** **_candidate's skills, job-related knowledge, and relevant experience_** **_, as well as internal pay equity_** **_._**
**Posting Start Date:**
**Posting End Date (if applicable):**
**Please note that the job posting will close on the day before the posting end date.**
At NiSource, you'll be part of the team serving nearly four million customers throughout the Midwest and Mid-Atlantic, who count on us to energize their homes and businesses. Whether speaking with customers by phone, analyzing financial data or installing new gas lines in a neighborhood, you'll meet exciting challenges each day and make the most of your skills and talents. And you'll be part of a company that was named by Forbes magazine as one of America's Best Large Employers.
We're looking for talent from all backgrounds. We invite candidates of all abilities to come as they are and do what they love. Through our years of successful growth, we've stayed true to our roots by making a difference in the lives of millions of our customers. If you're interested in joining an inclusive, innovative company that fosters opportunity for growth, NiSource might be the place for you.
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Wealth Management Solutions, Investment Specialist - Portfolio Management Group (PMG) Associate

Posted 1 day ago
Job Viewed
Job Description
**Position Description:** The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management.
**Roles and Responsibilities:**
+ **Investment Implementation Portfolio Management:**
+ Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products.
+ Review and trade client account portfolios, manage orders, and execute trades.
+ Manage cash and security activity/drift in client accounts.
+ Handle client account requests and maintenance.
+ Align client accounts for Manager Model Trades.
+ **Knowledge and Oversight:**
+ Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts.
+ Perform account oversight for model drift and strategy deviation.
+ **Client and Internal Relationship Management:**
+ Manage internal client relationships with Solutions Product Teams and Investors.
+ Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies.
**Essential Skills/Qualifications:**
+ Strong interest in and knowledge of financial markets and instruments.
+ High attention to detail and consistently demonstrates good judgment in risk and controls.
+ Ability to prioritize work independently and act with urgency to deliver accurate, timely results.
+ Capable of multitasking and thriving in a fast-paced, growing environment.
+ Demonstrates accountability and responsibility for actions and results.
+ Strong interpersonal and teamwork skills.
+ Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation.
+ Ability to utilize JPM AI resources and applications effectively.
+ Previous experience in alternatives, trading, or managed discretionary accounts implementation/management.
**Requirements:**
+ Bachelor's degree.
+ 2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience.
This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Wealth Management Solutions, Investment Specialist - Portfolio Management Group (PMG) Associate
Posted 21 days ago
Job Viewed
Job Description
Position Description: The Portfolio Management Group (PMG) at J.P. Morgan is seeking a proactive and growth-oriented Associate to join our dynamic team. PMG is responsible for the comprehensive management, monitoring, rebalancing, and execution of global trading strategies across discretionary investment management and trust portfolios. This role supports over 1 million client accounts within J.P. Morgan Private Bank and U.S. Wealth Management.
Roles and Responsibilities:
- Investment Implementation Portfolio Management:
- Monitor, invest, manage, and trade both discretionary and non-discretionary scalable accounts across various products.
- Review and trade client account portfolios, manage orders, and execute trades.
- Manage cash and security activity/drift in client accounts.
- Handle client account requests and maintenance.
- Align client accounts for Manager Model Trades.
- Knowledge and Oversight:
- Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions (WMAS), including mutual funds, exchange-traded funds, structured notes, hedge funds, and separately managed accounts.
- Perform account oversight for model drift and strategy deviation.
- Client and Internal Relationship Management:
- Manage internal client relationships with Solutions Product Teams and Investors.
- Collaborate with various business partners (Technology, Managed Product Operations, Product Teams) to develop new business processes/systems/applications, focusing on building automation, scale, and efficiencies.
Essential Skills/Qualifications:
- Strong interest in and knowledge of financial markets and instruments.
- High attention to detail and consistently demonstrates good judgment in risk and controls.
- Ability to prioritize work independently and act with urgency to deliver accurate, timely results.
- Capable of multitasking and thriving in a fast-paced, growing environment.
- Demonstrates accountability and responsibility for actions and results.
- Strong interpersonal and teamwork skills.
- Proficiency in Python, including experience with libraries such as Pandas and NumPy for data analysis, insights, and automation.
- Ability to utilize JPM AI resources and applications effectively.
- Previous experience in alternatives, trading, or managed discretionary accounts implementation/management.
Requirements:
- Bachelor's degree.
- 2+ years of experience in the financial services industry, with a preference for Private Wealth Management experience.
This position offers an exciting opportunity to work in a dynamic environment, contributing to the success of J.P. Morgan's wealth management services. We are looking for someone who is curious, eager to innovate, and ready to grow with us. If you are passionate about financial markets and have the skills and experience outlined above, we encourage you to apply.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Financial Planning & Analysis - Senior Associate

Posted 1 day ago
Job Viewed
Job Description
As a Senior Associate in Financial Planning & Analysis (FP&A), you will serve as a liaison between Firm-wide FP&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
**Job responsibilities**
+ Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
+ Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
+ Create, maintain and review financial models and analyses (both recurring and ad-hoc)
+ Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
+ Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
+ Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
**Required qualifications, capabilities, and skills**
+ Bachelors degree in Finance, Economics, or Accounting
+ 5+ years of relevant FP&A experience
+ Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Must be comfortable with frequently changing priorities
+ The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
+ Excellent organizational, management, and both verbal and written communication skills
+ Strong quantitative, analytical, and problem solving skills
+ Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
+ Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
+ Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously. Self-starter who is able to work in a fast paced, results driven environment
+ Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
+ Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
**Preferred qualifications, capabilities, and skills**
+ CFA, CPA, MBA a plus
**Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.**
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment/work visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans