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Job TitlePortfolio Administration Associate ManagerJob Description SummaryResponsible to manage a group of associates and the day to day activities of the team for a specific functional or geographical area that supports the Portfolio Administration Service Line. The associate manager is also responsible for overseeing the day to day activities at the client level and being the first point of escalation for any questions or concerns that arise from the client or senior leadershipJob Description<h2>Essential functions and responsibilities</h2><ul> <li>Manage all Portfolio Administration services for a multitude of accounts</li> <li>Oversee associates and operations on a day-to-day basis ensuring work is completed and deadlines are met</li> <li>Provide leadership to staff with the goal of maximizing technology resources and improving processes</li> <li>Provide direction, coaching, and career development to assigned staff</li> <li>Provide new team integration and recruiting support including the interviewing and onboarding process</li> <li>Develop training and ensure all training and continuing education needs are met for each associate</li> <li>Create and maintain trust and strong relationships with team members, leadership, and clients</li> <li>Ensure account needs are met while following the scope outlined in the client service agreements</li> <li>Complete monthly billing for Portfolio Administration services for assigned clients</li> <li>Provide superior client service to internal and external clients</li> <li>Recommend new approaches, policies, and procedures to drive continual improvements in efficiency of services performed</li> <li>Continuously seek business expansion opportunities with existing clients and develop those opportunities</li> <li>Outline or oversee the continuous updates to the process playbooks</li> <li>Provide timely and accurate reporting to senior leadership and clients</li> <li>Handle or oversee monthly rent and other critical reporting for clients and senior leadership</li> <li>Partner with the Transition and Abstraction/Quality Control teams to onboard new accounts quickly and smoothly</li> <li>Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus</li> <li>Execute special projects as assigned by senior leadership</li> <li>Collaborate with other divisions and Client entities including Transaction Management, Facilities Management, Construction/Design, legal, etc. as needed</li> <li>Support and assist with department and companywide initiatives and ensure company standards are implemented, met, and maintained</li> <li>Demonstrate initiative and reflect a sense of urgency in daily duties by meeting or improving upon deadlines</li> <li>Stay up to date on the latest industry standards and trends</li> </ul><h2>Key Competencies</h2>Demonstrated leadership/management skills Strong Customer Service Skills Strong Communication Proficiency (oral and written) Presentation Skills Organization Skills Technical Proficiency Analytical Skills Research Skills Detail Oriented Interpersonal Skills Sense of Urgency<h2>Education </h2><ul><li>Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal</li></ul><h2>Additional eligibility qualifications</h2><ul> <li>3+ years relevant work experience</li> <li>Ability to read and understand financial statements</li> <li>Strong interpersonal skills</li> <li>Ability to manage multiple high priorities</li> <li>Strong proficiency with MS Office Suite (MS Word, Excel and PowerPoint)</li> </ul> Cushman &amp; Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $51,000.00 - $60,000.00Cushman &amp; Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman &amp; Wakefield, please call the ADA line at 1-888-365-5406 or email <a href="#">HRServices@cushwake.com</a>. Please refer to the job title and job location when you contact us.INCO: “Cushman &amp; Wakefield”

Cushman & Wakefield

Portfolio Administration Associate Manager

ROLE PURPOSE We are seeking a highly skilled and motivated Systems Administrator to oversee and maintain key systems involved in our Research &amp; Innovation processes, with a focus on Laboratory Information Management System (LIMS) and Product Lifecycle Management (PLM) systems. The ideal candidate will provide technical support, ensure system integrity, and facilitate seamless integration of these systems with other enterprise tools. This role requires a proactive individual who can manage system performance, troubleshoot issues, and support users across multiple systems and international sites. MAIN ACCOUNTABILITIES System Oversight, Maintenance &amp; Technical Support <ul><li>Oversee and maintain key systems involved in Research &amp; Innovation processes with a focus on Laboratory Information Management System (LIMS) and Product Lifecycle Management (PLM) systems. </li></ul> <ul><li>Manage and configure user accounts, permissions, and roles for employees at all sites. </li></ul> <ul><li>Monitor system performance, troubleshoot issues, and implement solutions to optimize functionality in collaboration with IT staff. </li></ul> <ul><li>Ensure compliance against auditability, separation of duties, user access roles &amp; protections in collaboration with our IT security and administration teams. </li></ul> <ul><li>Collaborate with IT team to coordinate system upgrades, patches, and migrations while minimizing disruptions to laboratory operations. </li></ul> <ul><li>Ensure data integrity by monitoring, troubleshooting, and resolving data issues, workflow errors, and system performance concerns. </li></ul> 2. Business Support <ul><li>Provide timely response to user needs, including managing user accounts, troubleshooting applications, and programming new report templates. </li></ul> <ul><li>Provide technical support to users regarding LIMS and PLM functionality, navigation, and troubleshooting. </li></ul> <ul><li>Develop training materials and resources to educate users on LIMS and PLM functionality and best practices. </li></ul> <ul><li>Create and maintain documentation, including user guides and tutorials, to support LIMS and PLM users. </li></ul> <ul><li>Develop reports based on end user and management requirements to enable efficient real-time reporting. </li></ul> <ul><li>Document user requirements for new LIMS and PLM functionality and coordinate with the respective teams to support all development efforts. </li></ul> 3. Systems Integration <ul><li>Maintain the LIMS system integration with other laboratory instruments, software systems, and databases to streamline data transfer and analysis. </li></ul> <ul><li>Coordinate with external vendors and internal business partners to assist with integrations between PLM and LIMS and other enterprise systems to enable end-to-end data connectivity across the organization and ensure data integrity. </li></ul> <ul><li>Lead cross-support of other global labs implementation of LIMS &amp; PLM implementation. </li></ul> Skills and Experience: <ul><li>Bachelor’s degree in science, Information Technology, or a related field. A chemistry/Engineering background is a plus and recommended. </li></ul> <ul><li>A minimum of five (5) years’ experience as an analyst/administrator for an electronic lab information management system and/or recipe management system in a life science company. </li></ul> <ul><li>A minimum of two (2) years’ experience working with SAP/PLM or LabWare preferred. </li></ul> <ul><li>Business Skills &amp; Knowledge: Analytical Chemistry or related science, Laboratory Workflow, Statistics, &amp; Communication skills. </li></ul> <ul><li>Strong technical skills in system configuration, user management, and troubleshooting. </li></ul> <ul><li>Excellent understanding of data integrity, security, and compliance requirements. </li></ul> <ul><li>Experience with system integration and data connectivity across multiple platforms. </li></ul> <ul><li>Ability to develop training materials and provide user support. </li></ul> <ul><li>Excellent communication and teamwork skills, with a focus on knowledge sharing and cross-training to ensure team efficiency. </li></ul> <ul><li>Proactive problem-solving skills and the ability to manage multiple tasks simultaneously. </li></ul> <ul><li>Demonstrated ability to support multiple priorities (multi-task) within a fast-paced environment in a positive and collaborative manner. </li></ul> Tate &amp; Lyle complies with all local/state regulations requiring salary range transparency. When determining final compensation, we take into consideration: skillset, job scope, knowledge, prior experience, cost of living, market data, budget availability, and other factors as permitted by law. The pay range for this position is: $89,000 - $119,000. In addition to competitive pay, we offer a comprehensive Total Rewards package that includes but is not limited to: <ul><li>Additional benefits at not cost to employee such as: Lifestyle Spending Account, Identity Theft Protection, Employee Assistance Program, telemedicine and more!</li></ul> <ul> <li>Medical, Dental, Vision coverages</li> <li>Paid time off package, including vacation, sick time, and 16 weeks of paid parental leave</li> <li>401K with company match</li> <li>Company paid life insurance</li> </ul> In addition to your Total Rewards, culture and ED&amp;I are very important to Tate &amp; Lyle. We offer multiple Employee Resource Groups (ERGs) that support various communities. #LI-RF1 California Consumer Privacy Act ("CCPA")The Company is committed to complying with the California Consumer Privacy Act (“CCPA”) and all data privacy and laws in the jurisdictions in which it recruits and hires employees. We collect the following categories of personal information for the purpose of hiring the best qualified applicants and to comply with applicable employment laws: Name and contact information; Job preference and work availability; Social Security Number and/or other identification information; Education and qualifications; Employment history and experience; Military service; Reference and background check information, including relevant criminal history and credit history; Social media information; Pre-employment test results; Post-offer medical examination information and results, including drug test results; Voluntary self-disclosure information regarding minority, veteran, and disability status; and Information provided by you during the hiring process.<h2>Tate &amp; Lyle is an equal opportunity employer, committed to the strength of an inclusive workforce.</h2>

Cp Kelco

Science & Innovation Systems Administrator

<h1>Executive Dept - Senior VP &amp; Chief Financial Officer</h1> Tulsa, OK, USA Req #786 Sunday, June 1, 2025 JOB SUMMARY: Plans, organizes, manages, and leads the activities of various operational functions of the company including Finance, Underwriting, Financial Analysis, Investments, and Reporting. Significant emphasis of this role surrounds financial reporting and analysis of budgeting, accounting, financial systems development, internal controls, and maintenance of records and procedures to adequately safeguard the assets of the organization. The CFO will provide financial leadership and direction to the organization, along with the President and CEO, and will also serve as a strategic financial partner to the executive team and departments. KEY RESPONSIBILITIES: <ul type="disc"> <li>Reviews performance against operating budget and business plans. Provides feedback and makes necessary changes to ensure that the operating budget and business plans are achieved and align with the strategies of the organization. </li> <li>Contributes to the overall effective strategy for specific operational functions. Implements the strategy to ensure optimal operational performance in all appropriate areas. </li> <li>Maintains a positive working relationship and rapport with key owner representatives and works toward ensuring that requests are completed in a timely and efficient manner. </li> <li>Accountable for the short and long range financial and capital plans in conjunction with, and support of, the </li> <li>organization’s strategic and operational objectives and key performance indicators. </li> <li>Develops managerial talent through effective coaching and development, along with succession planning, and works toward ensuring that resources and work processes are being utilized effectively and efficiently. </li> <li>Works closely with all internal stakeholders to ensure that contracts are completed timely and achieve the quality, access, and financial objectives of the company. </li> <li>Coordinates the Finance Department closely with Provider Relations to ensure that changes in provider contracts are considered in the operating budget. </li> <li>Serves as a member of the executive leadership team working collaboratively to achieve the mission of CommunityCare. </li> <li>Monitors utilization statistics and financial analysis with ability to develop action plans to address areas of concern. </li> <li>Attends and presents at the meetings of the Board of Directors and Committees of the Board as directed by the President &amp; CEO and performs other duties as assigned. </li> <li>Completes other projects and initiatives as directed by the President &amp; CEO. </li> </ul> QUALIFICATIONS: <ul type="disc"> <li>Proven administrative skills, analytical skills, and problem solving with emphasis on team building, ensuring accountability throughout areas of responsibility. </li> <li>Well versed in the financial challenges of health care. </li> <li>Ability and desire to drive and direct a high performance financial organization. </li> <li>Ability to reinforce a culture of transformation, measurement, accountability, and service. </li> <li>Excellent oral and written communication skills. </li> <li>Strong strategic mindset with quality planning, implementation, and execution skills. </li> <li>Ability to sustain a high level of energy and performance. </li> <li>Exceptional interpersonal skills with ability to quickly build relationships and rapport with stakeholders. </li> <li>Demonstrated ability to recruit, train, develop, motivate, and progress a management team. </li> <li>Ability to converse and write fluently in English. </li> </ul> EDUCATION/EXPERIENCE: <ul type="disc"> <li>Master’s degree in Finance, Accounting, Business and /or Healthcare Administration or equivalent strongly preferred. </li> <li>At least 10 years of related experience in the managed care industry, preferably in a executive leadership role within finance. </li> <li>At least 3 years in a complex healthcare or preferably health insurance setting as a C-level leadership position with multi-departmental responsibilities. </li> <li>Experience in a provider-sponsored plan including capitation model knowledge is preferred. </li> <li>CPA highly recommended and preferred. </li> </ul> CommunityCare is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin <h2 id="otherDetailsHeader">Other details</h2> <ul> <li> Job Family Commercial </li> <li> Pay Type Salary </li> </ul> <a href="#"> Apply Now </a>

CommunityCare

Executive Dept - Senior VP & Chief Financial Officer

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: <ul> <li>Leverages extensive financial data to identify possible solutions to meet client needs and goals</li> <li>Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps</li> <li>Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis</li> <li>Engages with specialists and partners to address client needs and deliver solutions</li> </ul> Skills: <ul> <li>Business Development</li> <li>Client Investments Management</li> <li>Portfolio Analysis</li> <li>Portfolio Management</li> <li>Wealth Planning</li> <li>Causation Analysis</li> <li>Client Management</li> <li>Data Visualization</li> <li>Risk Modeling</li> <li>Trading and Investment Analysis</li> <li>Investment Management</li> <li>Referral Identification</li> </ul> Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE ACT Registration; ADV-2B Required</li> <li>CFP® or CPWA® designation and/or maintain at least one firm approved designation</li> <li>Understanding of how to deliver a strong overall client experience</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Possess and demonstrate strong communication skills</li> <li>Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients</li> <li>Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk</li> <li>Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures</li> <li>Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way​</li> </ul> The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: applicable regulation FDIC, Safe Act/Loan Originators and FINRA. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Wealth Planner (FP)

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for the delivery of integrated treasury solutions to financial institutions clients and prospects across markets in APAC. Key responsibilities include actively managing and growing transaction banking revenue streams across the broad product suite. The role requires the ability to develop senior relationships at client organizations and elevate dialogue through thought leadership, content, and disciplined coverage intensity. We are looking for highly motivated, self-starters who can advocate for our clients in providing right solution to clients across correspondent banking, liquidity management, trade and supply chain finance, FX solutions, and commercial card services. Responsibilities: <ul> <li>Drives responsible revenue and balance sheet growth while focusing on risk management and relationship profitability.</li> <li>Proactive mapping of client needs and developing senior client connectivity.</li> <li>Responding to proposals and leading client engagement and thought leadership initiatives.</li> <li>Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying new opportunities</li> <li>Leads pricing negotiations with clients for treasury management products to optimize relationship profitability</li> <li>Fosters digital adoption by driving mobile, digital, and real time payments solutions where relevant. Adopts a strategic approach to client engagement by leveraging best practices, peer benchmarking, and industry data analytics</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), and Treasury Sales Officers (TSO) through day-to-day support of client deliverables</li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of our product offering</li> </ul> Requirements <ul> <li>Relevant cash management, correspondent banking, trade finance, and relationship management experience within a top tier international/ regional bank covering financial institutions clients ideally in Singapore and Vietnam</li> <li>Proven track record in managing complex transaction banking solutions for NBFI clients (i.e. private capital, insurance, PayTech, broker dealers etc.) would be an advantage</li> <li>Excellent written and oral communication skills in English. Spoken Vietnamese is an advantage.</li> <li>A strong team player who understands how to leverage various businesses functions/partners to drive business growth and support the global client management and sales teams</li> <li>Successfully demonstrates creative thinking while adhering to guidelines</li> <li>Demonstrates the ability to foster strong partnerships within the core team and the ability to build rapport with clients</li> <li>Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction</li> <li>Proactively engages all internal partners for sales opportunities</li> <li>Effectively manages risk while balancing the needs of the client, the team, and the bank</li> <li>Able to effectively work as an individual contributor as well as a collaborative team member in a fast-paced environment</li> <li>Depending on relevant years of experience, skills, and background, candidates will be considered for either Vice President or Director level</li> </ul>

Vice President/Director, Treasury Sales Officer, Global Payments Solutions, Singapore

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Global Information Security helps to assess threats and provide scalable and flexible solutions to actively manage these threats and specific risks to the Bank. The Business Support Manager will be part of the APAC GIS COO team providing operational and delivery expertise with a focus on strategy, financials, driving information security awareness and rigor to meet business requirements and goals, while addressing the agreed risk tolerances of the business environment. The successful candidate will be able to work both individually and as part of a team, bringing an organized and disciplined, but creative and energetic enthusiasm to building a best-in–class organization. Responsibilities <ul> <li>Execute responsibilities covering Business Management, Resource &amp; Finance Management and Process Improvements</li> <li>Act as Operational Excellence champion in the region and work closely with the Process Excellence team and senior GIS leaders to facilitate the execution of the Enterprise Process Management Policy</li> <li>Support global and regional ad-hoc/project-based initiatives in execution</li> <li>Analyze and identify gaps for in-region execution of processes and controls with GIS functional teams; ensure remediation of any controls gaps linked to in-region execution</li> <li>Facilitate strategic level discussions under the guidance of the Regional Information Security Office (RISO) leadership team to achieve organizational outcomes</li> <li>Provide regular management business updates on actions plans aligned to strategic goals</li> <li>Be flexible, demonstrate desire to learn and to be able deal with ambiguity and uncertainty.</li> <li>Build effective, capable teams through continuous technical training, coaching and leadership development</li> </ul> Required Skills <ul> <li>A seasoned business manager with exceptional communication skills, attention to detail, and a drive to make time, information, and decision-making more effective.</li> <li>Comfortable in translating complex technical details into simplified presentation proposals to communicate and gain approvals from senior leadership or business representatives;</li> <li>You have experience with a wide range of business management activities and initiatives including but not limited to finance/budgets, key MI metrics and status reporting, stakeholder and internal/external presentations and reporting</li> <li>Ability to work with stakeholders in business and technology groups who are based in various locations as required by the projects;</li> <li>Be assertive, inquisitive, and creative to assure timely outcomes whilst maintaining humility, maturity, and situational sensitivity.</li> <li>You are able to work independently and as part of a team to tight deadlines and changing priorities</li> <li>You will have had exposure to regulatory frameworks and risk management concepts and have ideally supported business continuity management in a technology environment</li> <li>Strong project management, multitasking and organizational skills with enhanced knowledge on productivity suites (e.g. MS Office tools, Confluence, JIRA etc)</li> <li>Applicable knowledge of enterprise cybersecurity policies, regulations and security frameworks.</li> <li>Certifications in Project Management and/or information security highly desirable</li> </ul>

Vice President, Business Support Manager, Chief Operating Office, APAC Global Information Security

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. Job Description: The Quantitative Strategies Group at Bank of America is seeking Associate or VP for open positions of Quantitative Strategist to be based in New York, covering the Equity Derivatives trading desks. As part of this role you will work in an exciting, fast-paced environment, working closely with traders and others to improve the performance of existing models and to develop new ones. Our goal is to develop and deliver the best-in-class analytical abilities so that our business partners can better serve client needs and improve profitability. This role is very technical in nature and requires in-depth knowledge of mathematical modeling, programming languages, and understanding of finance and derivatives. In this role you will <ul> <li>Develop expert-level knowledge of Equity Derivatives business and product suites</li> <li>Gain experience working directly with different traders and solving their daily needs.</li> <li>Enhance existing models and help develop new ones. Work through the entire lifecycle of model and product development and software releases.</li> <li>Develop analytical tools and reports when such needs arise.</li> </ul> There will be opportunities of daily interaction with the trading desks as well as working closely with our Risk, Finance, Middle Office, and Technology partners. Candidate Requirements: <ul> <li>Quantitative capabilities and background in Mathematics/Physics/Computer Science/Engineering (up to MSc/PhD level)</li> <li>Strong knowledge and interests in finance. Experience working with different financial products and derivatives modeling preferred.</li> <li>Strong programming and technical skills. Proficiency of at least one programming language required, with experience in C/C++ and/or python preferred.</li> <li>Excellent verbal and written communication skills, as well as the ability to explain complex ideas in a simple and accessible manner.</li> <li>Curiosity to research different methodologies and explore new territories.</li> <li>Ability to multitask and work under pressure. Ability to work with different people and groups.</li> </ul> Minimum Education Requirement: Master’s degree in related field or equivalent work experience Shift:1st shift (United States of America) Hours Per Week: 40

VP, Quant Strategist - Equity Derivatives

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The UHNW Advisory Strategist will support Financial Advisors in the business development of UHNW prospects and clients by partnering with Financial Advisors to deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment manager selection and asset allocation and personalized to specific client circumstances. Additionally, Strategists will partner with Specialists across the bank to deliver appropriate solutions spanning: custom lending, trust and estate planning, philanthropic services, business sales and beyond. Job Responsibilities: <ul> <li>Develop relationships with UHNW focused Financial Advisors in assigned territory to educate on team’s capabilities and the value proposition of the UHNW Portfolio Strategies and Analyst.</li> <li>Strategize with those Advisors on how to approach deepening existing UHNW client relationships in their book and how to present full suite of solutions to prospective clients. </li> <li>Lead the portfolio construction process for new money opportunities with UHNW clients and prospects.</li> <li>Deliver investment expertise that begins with robust client discovery leading to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection.</li> <li>Engage advisors to deliver our enterprise-wide solutions that meet their clients’ needs.</li> <li>Partner and collaborate with enterprise Specialists to ensure full scope of the client’s wealth needs are met.</li> <li>Partner with local Merrill Market Executives to deliver value add content to advisors.</li> </ul> Qualifications: <ul> <li>8+ years’ experience in financial services industry</li> <li>5+ years sales experience</li> <li>Previous experience in portfolio construction, manager selection (traditional or alts), investment management or in a Wealth Management investment support/sales role supporting Financial Advisors</li> <li>Self-motivated, adaptive, positive attitude and high energy are a must.</li> <li>Bachelor’s degree or equivalent experience.</li> <li>Enhanced investment credentials desired (CIMA, CAIA, CPWA, CFA, etc..)</li> <li>Series 7 and 66 licenses</li> </ul> Skills: <ul> <li>Market Analysis</li> <li>Portfolio Management</li> <li>Wealth Planning</li> <li>Analytical Thinking</li> <li>Client Investments Management</li> <li>Client Solutions Advisory</li> <li>Networking</li> <li>Strategic Thinking</li> <li>Business Acumen</li> <li>Collaboration</li> <li>Critical Thinking</li> <li>Oral Communications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Ultra High Net Worth Portfolio Strategist

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction. Responsibilities: <ul> <li>Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs</li> <li>Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships</li> <li>Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends</li> <li>Collaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects</li> <li>Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues</li> <li>Coaches and mentors peers, while utilizing leadership skills</li> <li>Adapts to changes in sales practices and broader market and industry conditions as needed</li> </ul> Skills: <ul> <li>Client Management</li> <li>Client Solutions Advisory</li> <li>Prospecting</li> <li>Relationship Building</li> <li>Risk Management</li> <li>Financial Analysis</li> <li>Leadership Development</li> <li>Project Management</li> <li>Referral Identification</li> <li>Sales Performance Management</li> <li>Business Development</li> <li>Client Experience Branding</li> <li>Continuous Improvement</li> <li>Data and Trend Analysis</li> <li>Pipeline Management</li> <li>Undergraduate degree desired: Majors in business, finance or economics preferred. MBA desirable</li> </ul> Required Skills <ul> <li>Must have a minimum of 10 years’ experience in Commercial Lending or Investment Banking.</li> <li>Demonstrates ability to successfully manage an extensive portfolio of clients.</li> <li>Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions.</li> <li>Professional proven sales skills and experience, including planning, execution and follow up of client meetings.</li> <li>Strong corporate finance, capital markets and accounting acumen.</li> <li>Financial modeling experience and the completion of a formal credit training is required.</li> <li>Outstanding oral and written communication skills.</li> <li>Demonstrated leadership ability.</li> <li>Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems.</li> <li>Securities Industry Essentials (SIE), Series 7 &amp; 63 (Must obtain SIE, series 7 &amp; 63 license within 180 days of start date)</li> </ul> The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC Shift:1st shift (United States of America) Hours Per Week: 40

Sr. Relationship Manager (Middle Market) - Austin, TX

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: • Executes the bank's risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations • Grows business knowledge and network by partnering with experts in small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives the client experience • Manages cash responsibilities Required Qualifications: • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. • Collaborates effectively to get things done, building and nurturing strong relationships. • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. • Is confident in identifying solutions for new and existing clients based on their needs. • Communicates effectively and confidently, and is comfortable engaging all clients. • Has the ability to learn and adapt to new information and technology platforms. • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). • Applies strong critical thinking and problem-solving skills to meet clients’ needs. • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. • Efficiently manages time and capacity. • Focuses on results, while acting in the best interest of the client. • Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: • Experience in financial services and knowledge of financial services industry, products and solutions. • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. • Six months of cash handling experience. • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance​ Skills: • Adaptability • Business Acumen • Customer and Client Focus • Oral Communications • Problem Solving • Account Management • Client Experience Branding • Client Management • Client Solutions Advisory • Relationship Building • Business Development • Pipeline Management • Prospecting • Referral Identification • Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

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