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IT Asset Management Analyst
60684 Chicago, Illinois
CVS Health
Posted 1 day ago
Job Viewed
Job Description
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
Applies in-depth knowledge to provide technical support to end-users, diagnosing and resolving technical issues through various channels while delivering customer service. Documents solutions, contributes to knowledge bases, and analyzes incident trends to improve processes and enhance user experience.
This role is hybrid and you must be willing to work in the Dallas or Chicago Office as needed.
**Job Description**
+ Manages and oversees the lifecycle of information technology (IT) assets within an organization through tracking, monitoring, and optimizing the use of IT assets to ensure compliance, cost-effectiveness, and operational efficiency
+ Creates and maintains an accurate inventory of all information technology assets, including hardware and related documentation including configuration details, license agreements, warranties, and maintenance records
+ Coordinates the deployment of assets, ensuring proper configuration, installation, and integration into the existing information technology infrastructure
+ Ensures assets are properly maintained, upgraded, and retired in accordance with organizational policies, industry best practices, and regulatory requirements
+ Analyzes asset utilization and performance to identify opportunities for optimization
+ Monitor depot and deploy vendor's quality of service (shipments, returns and E-Waste)
+ Assist with data analysis to project inventory needs and optimize procurement processes
+ Track devices tagged as legal hold from identification through release phases
+ Execute hardware reclamation processes (employees, contractors and providers)
+ Conduct routine audits to validate inventory records and identify lost/stolen devices
+ Reconcile and reclaim licenses to reduce expense
+ Generate reports for KPIs, scorecards and dashboards for operational and compliance insights
+ Liaise with various groups (facilities, recruiting, HR, onboarding, Service Desk, etc.)
+ This role is hybrid and you must be willing to work in the Dallas or Chicago Office as needed.
**Qualifications**
+ Prior experience working with customers, vendors, or support tools
+ Excellent verbal and written communication skills (English)
+ Ability to effectively manage multiple deliverables and priorities to meet deadlines
+ Passion for being organized and detail oriented
+ Understanding of asset management principles from procurement to end of life phases
+ Strong data analysis and problem-solving skills
**Preferred Qualifications**
+ 2+ years of applicable experience
+ Experience with asset management and ticketing systems (e.g. Jira, ServiceNow)
+ Certified Asset Management Professional (CAMP) preferred
+ Familiarity with ITIL preferred, especially ITAM and request management processes
**Education**
+ Bachelor's degree preferred or equivalent experience
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$21.10 - $44.99
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 10/31/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
Applies in-depth knowledge to provide technical support to end-users, diagnosing and resolving technical issues through various channels while delivering customer service. Documents solutions, contributes to knowledge bases, and analyzes incident trends to improve processes and enhance user experience.
This role is hybrid and you must be willing to work in the Dallas or Chicago Office as needed.
**Job Description**
+ Manages and oversees the lifecycle of information technology (IT) assets within an organization through tracking, monitoring, and optimizing the use of IT assets to ensure compliance, cost-effectiveness, and operational efficiency
+ Creates and maintains an accurate inventory of all information technology assets, including hardware and related documentation including configuration details, license agreements, warranties, and maintenance records
+ Coordinates the deployment of assets, ensuring proper configuration, installation, and integration into the existing information technology infrastructure
+ Ensures assets are properly maintained, upgraded, and retired in accordance with organizational policies, industry best practices, and regulatory requirements
+ Analyzes asset utilization and performance to identify opportunities for optimization
+ Monitor depot and deploy vendor's quality of service (shipments, returns and E-Waste)
+ Assist with data analysis to project inventory needs and optimize procurement processes
+ Track devices tagged as legal hold from identification through release phases
+ Execute hardware reclamation processes (employees, contractors and providers)
+ Conduct routine audits to validate inventory records and identify lost/stolen devices
+ Reconcile and reclaim licenses to reduce expense
+ Generate reports for KPIs, scorecards and dashboards for operational and compliance insights
+ Liaise with various groups (facilities, recruiting, HR, onboarding, Service Desk, etc.)
+ This role is hybrid and you must be willing to work in the Dallas or Chicago Office as needed.
**Qualifications**
+ Prior experience working with customers, vendors, or support tools
+ Excellent verbal and written communication skills (English)
+ Ability to effectively manage multiple deliverables and priorities to meet deadlines
+ Passion for being organized and detail oriented
+ Understanding of asset management principles from procurement to end of life phases
+ Strong data analysis and problem-solving skills
**Preferred Qualifications**
+ 2+ years of applicable experience
+ Experience with asset management and ticketing systems (e.g. Jira, ServiceNow)
+ Certified Asset Management Professional (CAMP) preferred
+ Familiarity with ITIL preferred, especially ITAM and request management processes
**Education**
+ Bachelor's degree preferred or equivalent experience
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$21.10 - $44.99
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 10/31/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
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0
Divisional Account Manager - Traditional Asset Management
60684 Chicago, Illinois
S&P Global
Posted 1 day ago
Job Viewed
Job Description
**About the Role:**
**Grade Level (for internal use):**
10
**About The Role:** Account Manager
**The Team:**
This is an exciting opportunity to join the Traditional Asset Management Account Manager Team, a focused and dynamic team building on the last few years significant growth and product development within Market Intelligence. You will be working along-side sales experts as part of a team delivering strong net growth rates and referring and assisting in the closing of new business.
**Responsibilities and Impact:**
The Account Management team is a significant contributor to the overall growth of the Market Intelligence (MI) Division. The D&R and RVS product suites are a critical piece of this growth story. We are at the forefront of solving new challenges for clients as the market and regulatory landscape continues to change.
+ Meet individual growth goal / quota which can be achieved through:
+ Renewing and growing a book of existing subscriptions.
+ Research, develop and execute on campaigns and other initiatives to drive engagement with prospects to cross-sell and grow your existing book
+ Collaborate with Customer Success Managers and Customer Migration Associates to drive growth and adoption of D&R and RVS desktop applications
+ Adopt structured and disciplined approach to tracking activity, pipeline accuracy, and forecasting
+ Adopt a customer focused, diagnostic selling approach
+ Provide support to your clients where needed for trial sets-ups and training, contract creation and processing, and post-sale customer onboarding
+ Identify and develop revenue synergy and cross-sell opportunities
**Compensation/Benefits Information:** (This section is only applicable to US candidates)
S&P Global states that the anticipated base salary range for this position is $70,817 - $90,308. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for an annual incentive plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here ( .
Include for roles that are bonus plan eligible, including sales commission plans.
**What We're Looking For:**
**Basic Required Qualifications:**
The Account Management organization values partnership, relationships, and communication. It is crucial that you model these attributes. In addition, we are looking for:
+ A strong commercial mindset with prior experience selling to, speaking to, or interacting with credit personas. A genuine interest in and ability to learn about credit workflows and personas, developing the industry specific knowledge necessary to have credible diagnostic conversations
+ Strong communication, organization, and presentation skills. Confidence in meetings, presentations and dealing with prospects and customers over the phone or in person
+ Creative thinking and problem solving to drive solutions that address client needs across the D&R and RVS suite of solutions
+ Bachelor's degree and 2-5 years of relevant work experience
+ Highly proficient in MS Office and using CRM systems
**Right to Work Requirements:**
This role is limited to persons with indefinite right to work in the United States.
**Return to Work:**
Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person.
**US Candidates Only:** The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** Chicago, Illinois, United States
**Grade Level (for internal use):**
10
**About The Role:** Account Manager
**The Team:**
This is an exciting opportunity to join the Traditional Asset Management Account Manager Team, a focused and dynamic team building on the last few years significant growth and product development within Market Intelligence. You will be working along-side sales experts as part of a team delivering strong net growth rates and referring and assisting in the closing of new business.
**Responsibilities and Impact:**
The Account Management team is a significant contributor to the overall growth of the Market Intelligence (MI) Division. The D&R and RVS product suites are a critical piece of this growth story. We are at the forefront of solving new challenges for clients as the market and regulatory landscape continues to change.
+ Meet individual growth goal / quota which can be achieved through:
+ Renewing and growing a book of existing subscriptions.
+ Research, develop and execute on campaigns and other initiatives to drive engagement with prospects to cross-sell and grow your existing book
+ Collaborate with Customer Success Managers and Customer Migration Associates to drive growth and adoption of D&R and RVS desktop applications
+ Adopt structured and disciplined approach to tracking activity, pipeline accuracy, and forecasting
+ Adopt a customer focused, diagnostic selling approach
+ Provide support to your clients where needed for trial sets-ups and training, contract creation and processing, and post-sale customer onboarding
+ Identify and develop revenue synergy and cross-sell opportunities
**Compensation/Benefits Information:** (This section is only applicable to US candidates)
S&P Global states that the anticipated base salary range for this position is $70,817 - $90,308. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for an annual incentive plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here ( .
Include for roles that are bonus plan eligible, including sales commission plans.
**What We're Looking For:**
**Basic Required Qualifications:**
The Account Management organization values partnership, relationships, and communication. It is crucial that you model these attributes. In addition, we are looking for:
+ A strong commercial mindset with prior experience selling to, speaking to, or interacting with credit personas. A genuine interest in and ability to learn about credit workflows and personas, developing the industry specific knowledge necessary to have credible diagnostic conversations
+ Strong communication, organization, and presentation skills. Confidence in meetings, presentations and dealing with prospects and customers over the phone or in person
+ Creative thinking and problem solving to drive solutions that address client needs across the D&R and RVS suite of solutions
+ Bachelor's degree and 2-5 years of relevant work experience
+ Highly proficient in MS Office and using CRM systems
**Right to Work Requirements:**
This role is limited to persons with indefinite right to work in the United States.
**Return to Work:**
Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person.
**US Candidates Only:** The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** Chicago, Illinois, United States
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1
Business Transformation Manager - WAM, Asset Management
60684 Chicago, Illinois
EY
Posted 1 day ago
Job Viewed
Job Description
Location: New York, Chicago and Boston
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**EY | Financial Services Organization - Wealth & Asset Management Consulting**
**Manager Consultant - Asset & Wealth Management (with Private Markets Exposure)**
EY is a global leader in serving the financial services industry, and the only professional services firm with a dedicated business unit focused exclusively on financial services - the Financial Services Organization (FSO). Our specialized structure enables us to work at the forefront of change, helping clients across Banking & Capital Markets, Wealth & Asset Management, and Insurance adapt to a rapidly evolving landscape.
Our purpose is to help build a financial services industry that is trusted, resilient, and transformative - one where institutions can flourish and contribute to a healthy global economy. If you're motivated by solving complex challenges, driving innovation, and shaping the future of financial services, we invite you to join our dynamic Asset & Wealth Management Consulting team.
**The Opportunity**
As part of our Asset & Wealth Management practice, you'll help clients better align their operating models, data, and technology with their business strategies. Our work spans the full investment value chain-from front-office strategy and product development to middle- and back-office transformation and digital enablement.
You'll serve both traditional and alternative asset managers, wealth platforms, and service providers, working on initiatives that enable efficiency, scale, and transparency. Increasingly, this includes supporting clients as they expand into Private Markets and semi-liquid alternative products-helping bridge the operational and regulatory complexities between public and private investments.
This is an opportunity to build deep expertise across a diverse set of asset classes while developing future-ready consulting skills in operations, technology, data, and regulatory change.
**Key Responsibilities**
+ Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.
+ Help design and implement target operating models that improve scalability, cost efficiency, and governance across front-, middle-, and back-office functions.
+ Participate in technology-enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
+ Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.
+ Contribute to business development, thought leadership, and knowledge sharing within the team, particularly around market convergence between traditional and alternative investments.
+ Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.
**Skills and Attributes for Success**
+ Solid understanding of the asset and wealth management industry, including investment operations, product structures, and client segments.
+ Interest or experience in Private Markets and Alternatives (e.g., Private Equity, Private Credit, Real Estate, Infrastructure, or secondaries) as the industry expands access to non-traditional products.
+ Ability to translate complex business and operational requirements into practical, technology-enabled solutions.
+ Strong analytical and communication skills, with the ability to distill complex findings into actionable insights for clients.
+ Proven ability to thrive in collaborative, fast-paced consulting environments.
**To Qualify for the Role, You Must Have**
+ Bachelor's degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.
+ Five to seven years of progressive experience in:
+ A traditional or alternative asset management firm, fund administrator, or wealth platform, or
+ Financial services consulting with exposure to investment operations or technology transformation.
+ Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva, etc.
+ Strong experience with process improvement, system implementation, project management, or middle-office outsourcing.
+ Strong interpersonal, presentation, and client service skills.
+ Willingness to travel as required; valid driver's license and passport.
**Ideally, You'll Also Have**
+ Prior consulting experience with a Big 4 or other global professional services firm.
+ Exposure to Private Markets operations, fund structures, or investor reporting.
+ Understanding of how digital platforms, automation, and data solutions are transforming the investment management ecosystem.
+ Experience assessing vendor solutions or service providers for fund accounting, data management, or performance measurement.
+ Interest in the intersection of public and private markets, and how firms are evolving to serve institutional and wealth clients more effectively.
**What We Look For**
We're looking for passionate, curious professionals who combine strategic thinking with hands-on delivery. You'll have the autonomy to drive meaningful change for clients while collaborating with peers across EY's global network.
If you're excited by the opportunity to work across traditional and alternative investments - and to help define the operating models powering the future of Asset & Wealth Management - this role is for you.
**What we look for**
We're interested in highly motivated talented individuals with a strong willingness to think outside of the box. You can expect plenty of autonomy in this role, so you'll need the motivation to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're serious about consulting and ready to take on some of our clients' most complex issues, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $128,400 to $35,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 154,000 to 267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**EY | Financial Services Organization - Wealth & Asset Management Consulting**
**Manager Consultant - Asset & Wealth Management (with Private Markets Exposure)**
EY is a global leader in serving the financial services industry, and the only professional services firm with a dedicated business unit focused exclusively on financial services - the Financial Services Organization (FSO). Our specialized structure enables us to work at the forefront of change, helping clients across Banking & Capital Markets, Wealth & Asset Management, and Insurance adapt to a rapidly evolving landscape.
Our purpose is to help build a financial services industry that is trusted, resilient, and transformative - one where institutions can flourish and contribute to a healthy global economy. If you're motivated by solving complex challenges, driving innovation, and shaping the future of financial services, we invite you to join our dynamic Asset & Wealth Management Consulting team.
**The Opportunity**
As part of our Asset & Wealth Management practice, you'll help clients better align their operating models, data, and technology with their business strategies. Our work spans the full investment value chain-from front-office strategy and product development to middle- and back-office transformation and digital enablement.
You'll serve both traditional and alternative asset managers, wealth platforms, and service providers, working on initiatives that enable efficiency, scale, and transparency. Increasingly, this includes supporting clients as they expand into Private Markets and semi-liquid alternative products-helping bridge the operational and regulatory complexities between public and private investments.
This is an opportunity to build deep expertise across a diverse set of asset classes while developing future-ready consulting skills in operations, technology, data, and regulatory change.
**Key Responsibilities**
+ Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.
+ Help design and implement target operating models that improve scalability, cost efficiency, and governance across front-, middle-, and back-office functions.
+ Participate in technology-enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
+ Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.
+ Contribute to business development, thought leadership, and knowledge sharing within the team, particularly around market convergence between traditional and alternative investments.
+ Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.
**Skills and Attributes for Success**
+ Solid understanding of the asset and wealth management industry, including investment operations, product structures, and client segments.
+ Interest or experience in Private Markets and Alternatives (e.g., Private Equity, Private Credit, Real Estate, Infrastructure, or secondaries) as the industry expands access to non-traditional products.
+ Ability to translate complex business and operational requirements into practical, technology-enabled solutions.
+ Strong analytical and communication skills, with the ability to distill complex findings into actionable insights for clients.
+ Proven ability to thrive in collaborative, fast-paced consulting environments.
**To Qualify for the Role, You Must Have**
+ Bachelor's degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.
+ Five to seven years of progressive experience in:
+ A traditional or alternative asset management firm, fund administrator, or wealth platform, or
+ Financial services consulting with exposure to investment operations or technology transformation.
+ Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva, etc.
+ Strong experience with process improvement, system implementation, project management, or middle-office outsourcing.
+ Strong interpersonal, presentation, and client service skills.
+ Willingness to travel as required; valid driver's license and passport.
**Ideally, You'll Also Have**
+ Prior consulting experience with a Big 4 or other global professional services firm.
+ Exposure to Private Markets operations, fund structures, or investor reporting.
+ Understanding of how digital platforms, automation, and data solutions are transforming the investment management ecosystem.
+ Experience assessing vendor solutions or service providers for fund accounting, data management, or performance measurement.
+ Interest in the intersection of public and private markets, and how firms are evolving to serve institutional and wealth clients more effectively.
**What We Look For**
We're looking for passionate, curious professionals who combine strategic thinking with hands-on delivery. You'll have the autonomy to drive meaningful change for clients while collaborating with peers across EY's global network.
If you're excited by the opportunity to work across traditional and alternative investments - and to help define the operating models powering the future of Asset & Wealth Management - this role is for you.
**What we look for**
We're interested in highly motivated talented individuals with a strong willingness to think outside of the box. You can expect plenty of autonomy in this role, so you'll need the motivation to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're serious about consulting and ready to take on some of our clients' most complex issues, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $128,400 to $35,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 154,000 to 267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Is this job a match or a miss?
View Now
2
Business Transformation Senior - WAM, Asset Management
60684 Chicago, Illinois
EY
Posted 1 day ago
Job Viewed
Job Description
Location: New York, Chicago and Boston
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**EY | Financial Services Organization - Wealth & Asset Management Consulting**
**Senior Consultant - Asset & Wealth Management (with Private Markets Exposure)**
EY is a global leader in serving the financial services industry, and the only professional services firm with a dedicated business unit focused exclusively on financial services - the Financial Services Organization (FSO). Our specialized structure enables us to work at the forefront of change, helping clients across Banking & Capital Markets, Wealth & Asset Management, and Insurance adapt to a rapidly evolving landscape.
Our purpose is to help build a financial services industry that is trusted, resilient, and transformative - one where institutions can flourish and contribute to a healthy global economy. If you're motivated by solving complex challenges, driving innovation, and shaping the future of financial services, we invite you to join our dynamic Asset & Wealth Management Consulting team.
**The Opportunity**
As part of our Asset & Wealth Management practice, you'll help clients better align their operating models, data, and technology with their business strategies. Our work spans the full investment value chain-from front-office strategy and product development to middle- and back-office transformation and digital enablement.
You'll serve both traditional and alternative asset managers, wealth platforms, and service providers, working on initiatives that enable efficiency, scale, and transparency. Increasingly, this includes supporting clients as they expand into Private Markets and semi-liquid alternative products-helping bridge the operational and regulatory complexities between public and private investments.
This is an opportunity to build deep expertise across a diverse set of asset classes while developing future-ready consulting skills in operations, technology, data, and regulatory change.
**Key Responsibilities**
+ Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.
+ Help design and implement target operating models that improve scalability, cost efficiency, and governance across front-, middle-, and back-office functions.
+ Participate in technology-enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
+ Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.
+ Contribute to business development, thought leadership, and knowledge sharing within the team, particularly around market convergence between traditional and alternative investments.
+ Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.
**Skills and Attributes for Success**
+ Solid understanding of the asset and wealth management industry, including investment operations, product structures, and client segments.
+ Interest or experience in Private Markets and Alternatives (e.g., Private Equity, Private Credit, Real Estate, Infrastructure, or secondaries) as the industry expands access to non-traditional products.
+ Ability to translate complex business and operational requirements into practical, technology-enabled solutions.
+ Strong analytical and communication skills, with the ability to distill complex findings into actionable insights for clients.
+ Proven ability to thrive in collaborative, fast-paced consulting environments.
**To Qualify for the Role, You Must Have**
+ Bachelor's degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.
+ Minimum of 3 years of progressive experience in:
+ A traditional or alternative asset management firm, fund administrator, or wealth platform, or
+ Financial services consulting with exposure to investment operations or technology transformation.
+ Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva, etc.
+ Experience with process improvement, system implementation, project management, or middle-office outsourcing.
+ Strong interpersonal, presentation, and client service skills.
+ Willingness to travel as required; valid driver's license and passport.
**Ideally, You'll Also Have**
+ Prior consulting experience with a Big 4 or other global professional services firm.
+ Exposure to Private Markets operations, fund structures, or investor reporting.
+ Understanding of how digital platforms, automation, and data solutions are transforming the investment management ecosystem.
+ Experience assessing vendor solutions or service providers for fund accounting, data management, or performance measurement.
+ Interest in the intersection of public and private markets, and how firms are evolving to serve institutional and wealth clients more effectively.
**What We Look For**
We're looking for passionate, curious professionals who combine strategic thinking with hands-on delivery. You'll have the autonomy to drive meaningful change for clients while collaborating with peers across EY's global network.
If you're excited by the opportunity to work across traditional and alternative investments - and to help define the operating models powering the future of Asset & Wealth Management - this role is for you.
**What we look for**
We're interested in highly motivated talented individuals with a strong willingness to think outside of the box. You can expect plenty of autonomy in this role, so you'll need the motivation to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're serious about consulting and ready to take on some of our clients' most complex issues, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $128,400 to $35,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 154,000 to 267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**EY | Financial Services Organization - Wealth & Asset Management Consulting**
**Senior Consultant - Asset & Wealth Management (with Private Markets Exposure)**
EY is a global leader in serving the financial services industry, and the only professional services firm with a dedicated business unit focused exclusively on financial services - the Financial Services Organization (FSO). Our specialized structure enables us to work at the forefront of change, helping clients across Banking & Capital Markets, Wealth & Asset Management, and Insurance adapt to a rapidly evolving landscape.
Our purpose is to help build a financial services industry that is trusted, resilient, and transformative - one where institutions can flourish and contribute to a healthy global economy. If you're motivated by solving complex challenges, driving innovation, and shaping the future of financial services, we invite you to join our dynamic Asset & Wealth Management Consulting team.
**The Opportunity**
As part of our Asset & Wealth Management practice, you'll help clients better align their operating models, data, and technology with their business strategies. Our work spans the full investment value chain-from front-office strategy and product development to middle- and back-office transformation and digital enablement.
You'll serve both traditional and alternative asset managers, wealth platforms, and service providers, working on initiatives that enable efficiency, scale, and transparency. Increasingly, this includes supporting clients as they expand into Private Markets and semi-liquid alternative products-helping bridge the operational and regulatory complexities between public and private investments.
This is an opportunity to build deep expertise across a diverse set of asset classes while developing future-ready consulting skills in operations, technology, data, and regulatory change.
**Key Responsibilities**
+ Support clients across the investment management lifecycle, from product development and investment operations to fund accounting, data management, and reporting.
+ Help design and implement target operating models that improve scalability, cost efficiency, and governance across front-, middle-, and back-office functions.
+ Participate in technology-enabled transformations, including system selection and implementation (e.g., Aladdin, Charles River, Geneva, Investran, eFront, or equivalent).
+ Work with clients on emerging areas such as outsourcing strategy, automation, and digital operating models.
+ Contribute to business development, thought leadership, and knowledge sharing within the team, particularly around market convergence between traditional and alternative investments.
+ Collaborate closely with colleagues across service lines to bring integrated EY solutions spanning operations, data, risk, finance, and technology.
**Skills and Attributes for Success**
+ Solid understanding of the asset and wealth management industry, including investment operations, product structures, and client segments.
+ Interest or experience in Private Markets and Alternatives (e.g., Private Equity, Private Credit, Real Estate, Infrastructure, or secondaries) as the industry expands access to non-traditional products.
+ Ability to translate complex business and operational requirements into practical, technology-enabled solutions.
+ Strong analytical and communication skills, with the ability to distill complex findings into actionable insights for clients.
+ Proven ability to thrive in collaborative, fast-paced consulting environments.
**To Qualify for the Role, You Must Have**
+ Bachelor's degree in business, finance, accounting, computer science, engineering, or related discipline; MBA or MS preferred.
+ Minimum of 3 years of progressive experience in:
+ A traditional or alternative asset management firm, fund administrator, or wealth platform, or
+ Financial services consulting with exposure to investment operations or technology transformation.
+ Familiarity with investment systems such as Aladdin, Charles River, Eagle, eFront, Investran, Geneva, etc.
+ Experience with process improvement, system implementation, project management, or middle-office outsourcing.
+ Strong interpersonal, presentation, and client service skills.
+ Willingness to travel as required; valid driver's license and passport.
**Ideally, You'll Also Have**
+ Prior consulting experience with a Big 4 or other global professional services firm.
+ Exposure to Private Markets operations, fund structures, or investor reporting.
+ Understanding of how digital platforms, automation, and data solutions are transforming the investment management ecosystem.
+ Experience assessing vendor solutions or service providers for fund accounting, data management, or performance measurement.
+ Interest in the intersection of public and private markets, and how firms are evolving to serve institutional and wealth clients more effectively.
**What We Look For**
We're looking for passionate, curious professionals who combine strategic thinking with hands-on delivery. You'll have the autonomy to drive meaningful change for clients while collaborating with peers across EY's global network.
If you're excited by the opportunity to work across traditional and alternative investments - and to help define the operating models powering the future of Asset & Wealth Management - this role is for you.
**What we look for**
We're interested in highly motivated talented individuals with a strong willingness to think outside of the box. You can expect plenty of autonomy in this role, so you'll need the motivation to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're serious about consulting and ready to take on some of our clients' most complex issues, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $128,400 to $35,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 154,000 to 267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Is this job a match or a miss?
View Now
3
SAP Enterprise Asset Management (EAM) Manager
60684 Chicago, Illinois
PwC
Posted 1 day ago
Job Viewed
Job Description
**Specialty/Competency:** SAP
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 80%
At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite.
Responsibilities
- Lead the creation and implementation of enterprise asset management solutions
- Supervise, develop, and coach teams to achieve top-quality deliverables
- Manage client service accounts and drive client engagement workstreams
- Oversee every aspect of complex Generation and Utility engagements
- Independently analyze and solve complex problems
- Assure successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
- Utilize technology to enhance service delivery
What You Must Have
- Bachelor's Degree
- 5 years of experience
What Sets You Apart
- Leading SAP EAM suite engagements
- Experience with SAP S4 Hana and SAP ECC
- Designing and deploying SAP EAM solutions
- Leading large-scale transformation deployments
- Practice development in EAM talent recruiting
- Sales lifecycle and client relationship management
- Proposal management and presentation skills
- Functional implementations in various management areas
- Industry knowledge in power generation and renewables
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 80%
At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the SAP Supply Chain and Operations team you are expected to lead the creation and implementation of impactful enterprise asset management solutions. As a Manager you are responsible for supervising, developing, and coaching teams, managing client service accounts, and driving assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. You are responsible for leading every aspect of complex Generation and/or Utility engagements using the SAP Enterprise Asset Management (EAM) suite.
Responsibilities
- Lead the creation and implementation of enterprise asset management solutions
- Supervise, develop, and coach teams to achieve top-quality deliverables
- Manage client service accounts and drive client engagement workstreams
- Oversee every aspect of complex Generation and Utility engagements
- Independently analyze and solve complex problems
- Assure successful planning, budgeting, and execution of projects
- Foster a culture of continuous improvement and innovation
- Utilize technology to enhance service delivery
What You Must Have
- Bachelor's Degree
- 5 years of experience
What Sets You Apart
- Leading SAP EAM suite engagements
- Experience with SAP S4 Hana and SAP ECC
- Designing and deploying SAP EAM solutions
- Leading large-scale transformation deployments
- Practice development in EAM talent recruiting
- Sales lifecycle and client relationship management
- Proposal management and presentation skills
- Functional implementations in various management areas
- Industry knowledge in power generation and renewables
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
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4
Sr Associate, Asset Management Region West
60684 Chicago, Illinois
RWE Clean Energy
Posted 1 day ago
Job Viewed
Job Description
**RWE Clean Energy, LLC**
**To start as soon as possible, full time, permanent**
**Functional area:** Operations & Maintenance; Project Management
**Remuneration:** Exempt
RWE Clean Energy is a leading player in the renewable energy sector, committed to driving sustainable solutions for a cleaner future. As we continue to expand our portfolio of renewable energy projects, we are seeking a highly skilled and motivated **Sr** **Associate, Asset Management** to join our dynamic team.
RWE Clean Energy's Asset Management team takes accountability for the commercial success of a >10 GW portfolio of renewable energy assets. Through the close collaboration with Operations & Maintenance and various Financial stakeholders the team drives tactical and strategic initiatives optimizing the performance of all assets.
**Role Responsibilities:**
+ The Sr Associatewill assist the Asset Manager in driving the profitability of wind, solar, and battery storage assets, by analyzing operational and financial performance and identifying the causes for underperformance. The Associate will also support the development, implementation, and management of production enhancement or cost savings initiatives resulting from the performance analysis
+ Asset Performance Optimization: Monitor asset performance, investigate underperformance, and develop and implement strategies to maximize the operational performance of renewable energy assets; manage technical issues to ensure strategies are fully analyzed, and appropriate solutions developed and implemented
+ Financial Management: Assist in the budgeting, forecasting, and analysis of individual assets; Drive long-term profitability and risk minimization
+ Contract Management: Oversee contracts with suppliers, service providers, and other internal/external stakeholders to ensure compliance and alignment with business objectives
+ Risk Management: Identify and assess risks related to asset performance, market conditions, and regulatory changes
+ Monthly Reporting: Review monthly operating reports; support in the presentation of monthly availability and financial analysis for internal stakeholders
+ Regulatory Compliance: Stay abreast of relevant regulations and ensure that all renewable energy projects comply with local, state, and federal regulations, including environmental permits
+ Entrepreneurial Mindset: Assist in developing and implementing strategic and tactical plans by studying market conditions and internal operational needs, identify technological and commercial opportunities; present assumptions and recommend objectives and execution of strategies necessary to achieve agreed performance targets
+ Process Improvements: Implement and continuously improve local asset management systems and processes consistent with organizational policies and standards
**Job Requirements and Experiences:**
+ Bachelor's degree in Business, Finance, Engineering, or a related field or 2 additional years of comparable work experience. Master's degree or professional certification is a plus
+ Minimum 3 years proven experience in the renewable energy sector
+ Asset Management, Operations, or Controlling experience is highly desirable
+ Experience in asset management and/or technical expertise in the renewable energy industry
+ Strong financial modeling and analytical skills
+ Strong commercial acumen and entrepreneurial mindset with the ability to translate technical findings into commercial implications
+ Familiarity with relevant regulatory frameworks and compliance requirements (esp. ERCOT)
+ Strong organization skills and ability to coordinate multiple tasks and deliverables
+ Strong interpersonal skills, with ability to manage internal/external relationships
+ Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams
+ Strong leadership and communication, and ability to meet deadlines
+ Ability to multi-task, while working independently and as part of a team
+ Motivated self-starter, goal-oriented, and strong problem-solving abilities
+ Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds
+ Detail-oriented and has a sound understanding of business concepts
_Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time._
**Pay range:** The annual base salary range for this position in California or Illinois is $90,000 - $135,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer.
**Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary.
**Apply with just a few clicks:** ad code **90908**
Any questions? **Contact HR:**
We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG).
As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar.
Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together.
**To start as soon as possible, full time, permanent**
**Functional area:** Operations & Maintenance; Project Management
**Remuneration:** Exempt
RWE Clean Energy is a leading player in the renewable energy sector, committed to driving sustainable solutions for a cleaner future. As we continue to expand our portfolio of renewable energy projects, we are seeking a highly skilled and motivated **Sr** **Associate, Asset Management** to join our dynamic team.
RWE Clean Energy's Asset Management team takes accountability for the commercial success of a >10 GW portfolio of renewable energy assets. Through the close collaboration with Operations & Maintenance and various Financial stakeholders the team drives tactical and strategic initiatives optimizing the performance of all assets.
**Role Responsibilities:**
+ The Sr Associatewill assist the Asset Manager in driving the profitability of wind, solar, and battery storage assets, by analyzing operational and financial performance and identifying the causes for underperformance. The Associate will also support the development, implementation, and management of production enhancement or cost savings initiatives resulting from the performance analysis
+ Asset Performance Optimization: Monitor asset performance, investigate underperformance, and develop and implement strategies to maximize the operational performance of renewable energy assets; manage technical issues to ensure strategies are fully analyzed, and appropriate solutions developed and implemented
+ Financial Management: Assist in the budgeting, forecasting, and analysis of individual assets; Drive long-term profitability and risk minimization
+ Contract Management: Oversee contracts with suppliers, service providers, and other internal/external stakeholders to ensure compliance and alignment with business objectives
+ Risk Management: Identify and assess risks related to asset performance, market conditions, and regulatory changes
+ Monthly Reporting: Review monthly operating reports; support in the presentation of monthly availability and financial analysis for internal stakeholders
+ Regulatory Compliance: Stay abreast of relevant regulations and ensure that all renewable energy projects comply with local, state, and federal regulations, including environmental permits
+ Entrepreneurial Mindset: Assist in developing and implementing strategic and tactical plans by studying market conditions and internal operational needs, identify technological and commercial opportunities; present assumptions and recommend objectives and execution of strategies necessary to achieve agreed performance targets
+ Process Improvements: Implement and continuously improve local asset management systems and processes consistent with organizational policies and standards
**Job Requirements and Experiences:**
+ Bachelor's degree in Business, Finance, Engineering, or a related field or 2 additional years of comparable work experience. Master's degree or professional certification is a plus
+ Minimum 3 years proven experience in the renewable energy sector
+ Asset Management, Operations, or Controlling experience is highly desirable
+ Experience in asset management and/or technical expertise in the renewable energy industry
+ Strong financial modeling and analytical skills
+ Strong commercial acumen and entrepreneurial mindset with the ability to translate technical findings into commercial implications
+ Familiarity with relevant regulatory frameworks and compliance requirements (esp. ERCOT)
+ Strong organization skills and ability to coordinate multiple tasks and deliverables
+ Strong interpersonal skills, with ability to manage internal/external relationships
+ Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams
+ Strong leadership and communication, and ability to meet deadlines
+ Ability to multi-task, while working independently and as part of a team
+ Motivated self-starter, goal-oriented, and strong problem-solving abilities
+ Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds
+ Detail-oriented and has a sound understanding of business concepts
_Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time._
**Pay range:** The annual base salary range for this position in California or Illinois is $90,000 - $135,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer.
**Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary.
**Apply with just a few clicks:** ad code **90908**
Any questions? **Contact HR:**
We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG).
As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar.
Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together.
Is this job a match or a miss?
View Now
5
SAP Enterprise Asset Management (EAM) Director
60684 Chicago, Illinois
PwC
Posted 1 day ago
Job Viewed
Job Description
**Specialty/Competency:** SAP
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 80%
At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the SAP Supply Chain and Operations team you are expected to lead the implementation of SAP Enterprise Asset Management solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
- Lead the implementation of SAP Enterprise Asset Management solutions
- Set strategic direction and drive business development efforts
- Oversee multiple projects and maintain executive-level client relations
- Drive business growth and shape client engagements
- Mentor the future leaders
- Verify PwC's reputation for quality, integrity, and inclusion
- Foster a culture of innovation and continuous improvement
- Collaborate across the PwC Network to enhance client satisfaction
What You Must Have
- Bachelor's Degree
- 10 years of experience
What Sets You Apart
- Leading Generation and Utility engagements using SAP EAM suite
- Leading Customer Field Service and Meter Device Management engagements
- Experience with SAP EAM solutions and integration
- Leading large Scale Transformation Management Deployments
- Practice Development in EAM Talent Recruiting and Career Management
- Sales Lifecycle Management and Client Relationship Management
- Proposal Management and presentation skills
- Leading functional implementations of Work Management
- Industry knowledge of Power Generation and Renewables
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $155,000 - $410,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 80%
At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
In SAP supply chain and operations at PwC, you will specialise in providing consulting services for SAP supply chain and operations applications. You will analyse client needs, implement software solutions, and offer training and support for seamless integration and utilisation of SAP supply chain and operations applications. Working in this area, you will enable clients to optimise their supply chain processes, improve operational efficiency, and achieve their strategic objectives.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the SAP Supply Chain and Operations team you are expected to lead the implementation of SAP Enterprise Asset Management solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are crucial in driving business growth, shaping client engagements, and mentoring the future leaders, maintaining PwC's reputation for quality, integrity, and inclusion.
Responsibilities
- Lead the implementation of SAP Enterprise Asset Management solutions
- Set strategic direction and drive business development efforts
- Oversee multiple projects and maintain executive-level client relations
- Drive business growth and shape client engagements
- Mentor the future leaders
- Verify PwC's reputation for quality, integrity, and inclusion
- Foster a culture of innovation and continuous improvement
- Collaborate across the PwC Network to enhance client satisfaction
What You Must Have
- Bachelor's Degree
- 10 years of experience
What Sets You Apart
- Leading Generation and Utility engagements using SAP EAM suite
- Leading Customer Field Service and Meter Device Management engagements
- Experience with SAP EAM solutions and integration
- Leading large Scale Transformation Management Deployments
- Practice Development in EAM Talent Recruiting and Career Management
- Sales Lifecycle Management and Client Relationship Management
- Proposal Management and presentation skills
- Leading functional implementations of Work Management
- Industry knowledge of Power Generation and Renewables
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $155,000 - $410,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
Is this job a match or a miss?
View Now
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About the latest Jpmorgan chase Jobs in Chicago !
6
Asset Management - Internal Client Advisor - Associate
60684 Chicago, Illinois
JPMorgan Chase
Posted 1 day ago
Job Viewed
Job Description
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
**Job Summary**
As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible for distributing JPMC's small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights to help clients build stronger retirement plans that lead to better outcomes for participants.
**Job Responsibilities**
+ **Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.**
+ **Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.**
+ **Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.**
+ **Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.**
+ **Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.**
+ **Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.**
+ **Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.**
**Required qualifications, capabilities and skills**
+ 2+ years of financial sales experience
+ Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
+ Proven success with multi-tasking and staying on top of priorities
+ Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
+ Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
+ Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
+ Excellent written and verbal communication skills
+ Ability to effectively leverage our resources
+ Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66)
**Preferred qualifications, capabilities and skills**
+ Bachelor's degree preferred
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
**Base Pay/Salary**
Chicago,IL $70,000.000 - $70,000.00
**Job Summary**
As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible for distributing JPMC's small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights to help clients build stronger retirement plans that lead to better outcomes for participants.
**Job Responsibilities**
+ **Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.**
+ **Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.**
+ **Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.**
+ **Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.**
+ **Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.**
+ **Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.**
+ **Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.**
**Required qualifications, capabilities and skills**
+ 2+ years of financial sales experience
+ Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
+ Proven success with multi-tasking and staying on top of priorities
+ Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
+ Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
+ Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
+ Excellent written and verbal communication skills
+ Ability to effectively leverage our resources
+ Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66)
**Preferred qualifications, capabilities and skills**
+ Bachelor's degree preferred
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
**Base Pay/Salary**
Chicago,IL $70,000.000 - $70,000.00
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7
Financial Services - Wealth and Asset Management - Tax Manager
60684 Chicago, Illinois
EY
Posted 1 day ago
Job Viewed
Job Description
Location: Anywhere in country.
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
**Skills and attributes for success**
+ Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
+ The ability to teach or assist in firm in - house trainings
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
+ A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Ideally, you'll also have
+ Excellent managerial, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in mentoring and training others
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $115,000 to $10,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 138,000 to 239,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!
**The opportunity**
EY's FSO tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join our tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax minimization planning, on-call advice, and tax compliance.
**Your key responsibilities**
As a manager in our Wealth & Asset Management practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will manage tax compliance accounts for hedge funds and or private equity funds. You will review extensive securities analysis, make appropriate tax adjustments, and provide sign-off for the production and delivery of K-1's and partnership tax returns. You will be responsible for reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees as well as run the day to day activities on the accounts that are spread across various locations.
**Skills and attributes for success**
+ Solid technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down
+ The ability to teach or assist in firm in - house trainings
+ Ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues.
+ Build impactful relationships with new and existing clients and maintain relationship with firm leadership
+ Create a positive and trusting environment where team members know each other and feel a part of their team
+ Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary
**To qualify for the role you must have**
+ A Bachelor's degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience
+ CPA license or a licensed Attorney is required or the ability to achieve either within a one year from hire date
+ A minimum of 5 years of relevant tax experience or equivalent experience in the financial services industry
+ Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
+ Broad exposure to federal income taxation and exposure to state and local tax
+ Ideally, you'll also have
+ Excellent managerial, leadership, organizational, and verbal/written communication skills
+ Demonstrated skills in mentoring and training others
**What we look for**
Hard working team player who is comfortable partnering with others as well as working independently. Detailed oriented performer who can multi-task and meet deadlines. Open mindedness and creative solutions to the job every day.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $115,000 to $10,800. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 138,000 to 239,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .
Is this job a match or a miss?
View Now
8
Senior Associate, Asset Management Central/East Region
60684 Chicago, Illinois
RWE Clean Energy
Posted 1 day ago
Job Viewed
Job Description
**RWE Clean Energy, LLC**
**To start as soon as possible, full time, permanent**
**Functional area:** Operations & Maintenance; Project Management; Regulation / Risk Management
**Remuneration:** Non-Exempt
RWE Clean Energy is a leading player in the renewable energy sector, committed to driving sustainable solutions for a cleaner future. As we continue to expand our portfolio of renewable energy projects, we are seeking a highly skilled and motivated **Sr** **Associate, Asset Management** to join our dynamic team.
RWE Clean Energy's Asset Management team takes accountability for the commercial success of a >10 GW portfolio of renewable energy assets. Through the close collaboration with Operations & Maintenance and various Financial stakeholders the team drives tactical and strategic initiatives optimizing the performance of all assets.
**Role Responsibilities:**
+ The Sr Associatewill assist the Asset Manager in driving the profitability of wind, solar, and battery storage assets, by analyzing operational and financial performance and identifying the causes for underperformance. The Associate will also support the development, implementation, and management of production enhancement or cost savings initiatives resulting from the performance analysis
+ Asset Performance Optimization: Monitor asset performance, investigate underperformance, and develop and implement strategies to maximize the operational performance of renewable energy assets; manage technical issues to ensure strategies are fully analyzed, and appropriate solutions developed and implemented
+ Financial Management: Assist in the budgeting, forecasting, and analysis of individual assets; Drive long-term profitability and risk minimization
+ Contract Management: Oversee contracts with suppliers, service providers, and other internal/external stakeholders to ensure compliance and alignment with business objectives
+ Risk Management: Identify and assess risks related to asset performance, market conditions, and regulatory changes
+ Monthly Reporting: Review monthly operating reports; support in the presentation of monthly availability and financial analysis for internal stakeholders
+ Regulatory Compliance: Stay abreast of relevant regulations and ensure that all renewable energy projects comply with local, state, and federal regulations, including environmental permits
+ Entrepreneurial Mindset: Assist in developing and implementing strategic and tactical plans by studying market conditions and internal operational needs, identify technological and commercial opportunities; present assumptions and recommend objectives and execution of strategies necessary to achieve agreed performance targets
+ Process Improvements: Implement and continuously improve local asset management systems and processes consistent with organizational policies and standards
+ Cross Functional Collaboration: Coordinate planning and execution efforts with all stakeholder departments by establishing strong, collaborative relationships with support departments that provide essential skills, knowledge, and resources necessary to effectively and profitably deliver cost savings and achieve goals, such as HSE, Procurement, Controlling, Insurance, Engineering, and Operations teams
**Job Requirements and Experiences:**
+ Bachelor's degree in Business, Finance, Engineering, or a related field or 2 additional years of comparable work experience. Master's degree or professional certification is a plus
+ Minimum 3 years proven experience in the renewable energy sector
+ Asset Management, Operations, or Controlling experience is highly desirable
+ Experience in asset management and/or technical expertise in the renewable energy industry
+ Strong financial modeling and analytical skills
+ Strong commercial acumen and entrepreneurial mindset with the ability to translate technical findings into commercial implications
+ Familiarity with relevant regulatory frameworks and compliance requirements (esp. ERCOT)
+ Strong organization skills and ability to coordinate multiple tasks and deliverables
+ Strong interpersonal skills, with ability to manage internal/external relationships
+ Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams
+ Strong leadership and communication, and ability to meet deadlines
+ Ability to multi-task, while working independently and as part of a team
+ Motivated self-starter, goal-oriented, and strong problem-solving abilities
+ Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds
+ Detail-oriented and has a sound understanding of business concepts
_Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time._
**Pay range:** The annual base salary range for this position in Illinois is $90,000 - $135,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer.
**Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary.
**Apply with just a few clicks:** ad code **91110**
Any questions? **Contact HR:**
We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG).
As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar.
Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together.
**To start as soon as possible, full time, permanent**
**Functional area:** Operations & Maintenance; Project Management; Regulation / Risk Management
**Remuneration:** Non-Exempt
RWE Clean Energy is a leading player in the renewable energy sector, committed to driving sustainable solutions for a cleaner future. As we continue to expand our portfolio of renewable energy projects, we are seeking a highly skilled and motivated **Sr** **Associate, Asset Management** to join our dynamic team.
RWE Clean Energy's Asset Management team takes accountability for the commercial success of a >10 GW portfolio of renewable energy assets. Through the close collaboration with Operations & Maintenance and various Financial stakeholders the team drives tactical and strategic initiatives optimizing the performance of all assets.
**Role Responsibilities:**
+ The Sr Associatewill assist the Asset Manager in driving the profitability of wind, solar, and battery storage assets, by analyzing operational and financial performance and identifying the causes for underperformance. The Associate will also support the development, implementation, and management of production enhancement or cost savings initiatives resulting from the performance analysis
+ Asset Performance Optimization: Monitor asset performance, investigate underperformance, and develop and implement strategies to maximize the operational performance of renewable energy assets; manage technical issues to ensure strategies are fully analyzed, and appropriate solutions developed and implemented
+ Financial Management: Assist in the budgeting, forecasting, and analysis of individual assets; Drive long-term profitability and risk minimization
+ Contract Management: Oversee contracts with suppliers, service providers, and other internal/external stakeholders to ensure compliance and alignment with business objectives
+ Risk Management: Identify and assess risks related to asset performance, market conditions, and regulatory changes
+ Monthly Reporting: Review monthly operating reports; support in the presentation of monthly availability and financial analysis for internal stakeholders
+ Regulatory Compliance: Stay abreast of relevant regulations and ensure that all renewable energy projects comply with local, state, and federal regulations, including environmental permits
+ Entrepreneurial Mindset: Assist in developing and implementing strategic and tactical plans by studying market conditions and internal operational needs, identify technological and commercial opportunities; present assumptions and recommend objectives and execution of strategies necessary to achieve agreed performance targets
+ Process Improvements: Implement and continuously improve local asset management systems and processes consistent with organizational policies and standards
+ Cross Functional Collaboration: Coordinate planning and execution efforts with all stakeholder departments by establishing strong, collaborative relationships with support departments that provide essential skills, knowledge, and resources necessary to effectively and profitably deliver cost savings and achieve goals, such as HSE, Procurement, Controlling, Insurance, Engineering, and Operations teams
**Job Requirements and Experiences:**
+ Bachelor's degree in Business, Finance, Engineering, or a related field or 2 additional years of comparable work experience. Master's degree or professional certification is a plus
+ Minimum 3 years proven experience in the renewable energy sector
+ Asset Management, Operations, or Controlling experience is highly desirable
+ Experience in asset management and/or technical expertise in the renewable energy industry
+ Strong financial modeling and analytical skills
+ Strong commercial acumen and entrepreneurial mindset with the ability to translate technical findings into commercial implications
+ Familiarity with relevant regulatory frameworks and compliance requirements (esp. ERCOT)
+ Strong organization skills and ability to coordinate multiple tasks and deliverables
+ Strong interpersonal skills, with ability to manage internal/external relationships
+ Excellent proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook) and Teams
+ Strong leadership and communication, and ability to meet deadlines
+ Ability to multi-task, while working independently and as part of a team
+ Motivated self-starter, goal-oriented, and strong problem-solving abilities
+ Proven ability to empathize, build relationships, and effectively communicate with people from a diverse set of backgrounds
+ Detail-oriented and has a sound understanding of business concepts
_Applicants must be legally authorized to work in the United States. RWE Clean Energy is unable to sponsor or take over sponsorship of employment visas at this time._
**Pay range:** The annual base salary range for this position in Illinois is $90,000 - $135,000. The listed salary range represents our good faith estimate for this position and represents the range for new hire salaries across all U.S locations. Please note that the salary information is a general guideline only. RWE considers factors such as (but not limited to) scope and responsibilities of the position, candidate's education & work experience, training & certifications, and key skills as well as market and business considerations at the time of the offer.
**Benefits offered:** Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k) match, Flexible Spending Accounts, EAP, Education Assistance, Parental Leave, Paid time off, and Holidays. Eligible employees also participate in short-term incentives, in addition to salary.
**Apply with just a few clicks:** ad code **91110**
Any questions? **Contact HR:**
We look forward to meeting you. Of course, you can find us on LinkedIn, Instagram, Facebook, YouTube and Xing, too.
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
Through its subsidiary RWE Clean Energy, RWE is the third largest renewable energy company in the United States, with a presence in most U.S. states from coast to coast. RWE's team of about 2,000 employees in the U.S. stands ready to help meet the nation's growing energy needs. With its homegrown and fastest-to-market product, RWE supports the goal of American Energy dominance and independence. To that end, RWE Clean Energy is committed to increasing its already strong asset base of over 10 gigawatts of operating wind, solar and battery projects, focusing on providing high-quality jobs. RWE invests in local and rural communities while strengthening domestic manufacturing supporting the renaissance of American industry. This is complemented by RWE's energy trading business. RWE is also a major offtaker of American liquified natural gas (LNG).
As an energy company with a successful history spanning more than 125 years, RWE has an extensive knowledge of the energy markets and an excellent expertise in all major power generation and storage technologies, from nuclear, coal and gas to hydro, batteries, wind and solar.
Every project brings constantly-evolving technical, practical and social challenges - and drives a culture where everybody thrives, has fun and feels excited by each day. As the third largest renewable energy company in the U.S., you'll also have the freedom to act with conviction and courage as we pivot to new technologies - and continuously improve, together.
Is this job a match or a miss?
View Now
9