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Job Description: This person will be assisting senior CMBS and cross-sector strategists. The successful candidate must be able to thrive in a fast-paced work environment with a particular focus on attention to detail while handling multiple projects simultaneously. Among other responsibilities, the role will include maintaining, updating and analyzing data across many of the securitized products sectors. Analyst will also be responsible for helping internal and external clients with data or other ad-hoc requests and working with senior members of the team to create/update presentations and assist with written research. Good communication and data management skills are a must, as the role involves both internal and external client interactions where market strategy ideas are presented. In addition to the items listed above, the strategist will also help guide projects between mortgage technology, trading, and other partner groups Tasks: <ul> <li>Assist with creation and publication of research reports and presentations covering cross-sector strategy, commercial real estate and CMBS markets</li> <li>Interact with internal and external clients to articulate the team’s views and respond to client requests</li> <li>Support the trading desk(s) with analysis of particular bonds or asset classes as requested</li> <li>Support the sales force by helping facilitate data requests and analysis</li> <li>Follow market news and current events and have the ability to integrate into published work</li> <li>Use databases to store, manipulate and report on large amounts of data.</li> <li>Knowledge of Intex, Intexcalc, Bloomberg, Python, SQL, Relational Databases, Excel</li> </ul> Qualifications <ul> <li>Bachelor’s degree required (Computer Science, Engineering, Statistics, Economics, or Finance background a plus)</li> <li>Prior experience in structured finance or commercial real estate a strong plus</li> <li>Excellent written and verbal communication skills</li> <li>Good data management skills and the ability to work with large, complex spreadsheets</li> <li>Strong work ethic and focus on attention to detail; exercise strong quality control over own work.</li> <li>SQL/Database, Excel/VBA/Python skills, or prior experience with similar data processing languages highly preferred</li> <li>Excel in a fast paced environment while handling multiple projects simultaneously</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank of America

Analyst/Associate, CMBS/Cross Sector Research Strategist

Job Description: <ul><li> Job Description Summary At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. </li></ul> <h2>Hiring Requirements</h2> <h3>Job Details</h3> <ul> <li> Job ProfileJob Profile <ul><li> BQ255 - ADP Financial Solutions Advisor Registration Candidate </li></ul> </li> <li> Job Families for Job ProfilesJob Families for Job Profiles <ul> <li> ADV2B - No </li> <li> Advice and Guidance </li> <li> Band 6 </li> <li> Financial Advisors </li> <li> Relationship Management </li> </ul> More (4) </li> <li> Worker Sub-TypeWorker Sub-Type <ul><li> EE - Regular Employee </li></ul> </li> <li> Worker TypeWorker Type <ul><li> Employee </li></ul> </li> <li> Time TypeTime Type <ul><li> Full time </li></ul> </li> <li> Primary LocationPrimary Location <ul><li> US - CA - San Leandro - 1925 Marina Blvd - SAN LEANDRO INDUSTRIAL CENTER (CA4146) </li></ul> </li> <li> Primary Job Posting LocationPrimary Job Posting Location <ul><li> US - CA - San Leandro - 1925 Marina Blvd - SAN LEANDRO INDUSTRIAL CENTER (CA4146) </li></ul> </li> <li> Additional LocationsAdditional Locations (empty) </li> <li> Additional Job Posting LocationsAdditional Job Posting Locations (empty) </li> <li> Scheduled Weekly HoursScheduled Weekly Hours 40 </li> <li> Work ShiftWork Shift <ul><li> 1st shift (United States of America) </li></ul> </li> <li> Recruiting Start DateRecruiting Start Date 01/06/2025 </li> <li> Target Hire DateTarget Hire Date (empty) </li> <li> Target End DateTarget End Date (empty) </li> </ul> <h2>Additional Information</h2> <ul> <li> Union Membership from Job ProfileUnion Membership from Job Profile (empty) </li> <li> Allowed Unions from Job ProfileAllowed Unions from Job Profile (empty) </li> </ul> <h2>Collective Agreement Details</h2> <ul><li> Collective AgreementCollective Agreement (empty) </li></ul> <ul><li> Job DescriptionJob 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. 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. Role Specifics: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Required skills: <ul> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.</li> <li>Communicates clearly and confidently with clients from all walks of life.</li> <li>Works well with others and collaborates productively to get things done.</li> <li>Can manage complexity, prioritize tasks and execute in a fast-paced environment.</li> <li>Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.</li> </ul> Desired skills: <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.</li> </ul> </li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Advisor Development Program - Financial Solutions Advisor Trainee: North Monroe Financial Center

Job Description: ABOUT US: 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 providing analytical support in a Global Markets Operations function for one or more operations product areas. Key responsibilities include analyzing and resolving highly complex operations problems and initiatives requiring exceptional handling and coordination of multiple operational and/or product specialists to resolve. Job expectations include managing projects and the introduction of new initiatives, systems, products, services, and processes and coordinating necessary expertise across multiple operations functions and products. Line of Business Job Description: Anti-Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Operations organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. RESPONSIBILITIES: <ul> <li>Confirms loan documentation for accurate trade settlements</li> <li>Partners with Sales Associates, Traders, Research Analysts, trading counterparties, internal and external attorneys, administrative agent banks, and various other internal operations groups</li> <li>Manages post-trade management and logistics, settlement pricing, and closing coordination</li> <li>Analyzes and resolves highly complex operational problems</li> <li>Supports ad-hoc projects for new processes or industry initiatives</li> <li>Processes loans end-to-end with accurate data input into various credit and operating systems</li> <li>Conducting client due diligence (CDD) and enhanced due diligence (ECDD) in accordance with internal policies, procedures and regulatory guidelines aligned to more complex Jurisdictions and/or client structures.</li> <li>Review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.</li> <li>Liaise with sales/ client outreach teams to obtain and validate correct documentation to fulfill refresh requirements</li> <li>Perform client refresh through the review of client documentation, vendor databases and data entered into proprietary systems to Ensure all refresh requirements are met</li> <li>Ensure all jurisdictional regulatory requirements related to KYC are adhered to support business with KYC related queries and requests</li> <li>Participate in remediation, internal/external Audits </li> </ul> Required Skills: <ul> <li>2+ years financial services experience, with at least one year of AML and/or KYC experience</li> <li>Highly developed business acumen for the review and management of detailed documentation.</li> <li>Documented experience performing in a process-oriented production environment that changes periodically</li> <li>Appropriately identify and escalate risk</li> <li>Expert experience with MS Office Suite (Excel/Word/Outlook/Access) </li> <li>Proven ability to work in a team environment</li> <li>multiple assignments simultaneously</li> <li>Proven ability to successfully meet tight deadlines while ensuring data accuracy and integrity</li> <li>Proven ability to work and execute with minimal supervision</li> </ul> Desired Skills: Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) experience SKILLS: • Data Collection and Entry • Recording/Organizing Information • Attention to Detail • Critical Thinking • Research • Fraud Management • Risk Management • Interpret Relevant Laws, Rules, and Regulations • Quality Assurance • Problem Solving • Adaptability • Customer and Client Focus • Prioritization • Result Orientation • Written Communications Shift:1st shift (United States of America) Hours Per Week: 40

AML Refresh Ops - Ops Professional MKTS (Global Banking)

CompanyCox Automotive - USAJob Family GroupCustomer Care GroupJob ProfileClient Relationship Manager IVManagement LevelManager - Non People Leader Flexible Work Option Can work remotely anywhere in the specified countryTravel %Yes, 5% of the timeWork ShiftDayCompensationCompensation includes a base salary of $87,200.00 - $130,800.00. The base salary may vary within the anticipated base pay range based on factors such as the ultimate location of the position and the selected candidate’s knowledge, skills, and abilities. Position may be eligible for additional compensation that may include an incentive program.Job DescriptionThe Client Relationship Manager IV is a proactive and results-driven individual whose responsibility will be to oversee and strengthen relationships within our Finance and Insurance Aftermarket Network (FIAN). This role will the primary point of contact for our partners, focusing on building strategic relationships, conducting ongoing business reviews, and identifying opportunities to enhance revenue and expand our service offerings. This individual will be skilled in client engagement, data-driven analysis, and collaborative problem solving. They will work closely with partners to understand their evolving needs, surface actionable insights, and ensure our products align with their business goals. Additionally, the feedback received from these partners will be critical in guiding our product development efforts to better meet and exceed customer expectations and market demands. The Client Relationship Manager will partner with our FIAN team for the retention and growth of the Finance and Insurance Aftermarket Network. He/She will monitor partner performance, retention, and revenue to identify trends and opportunities for growth. He/She will also support the creation of partner agreements and own their delivery and execution.Primary Responsibilities:<ul> <li>Establish and manage relationships with our Finance and Insurance providers and partners to help them derive maximum value from their partnership with FIAN.</li> <li>Collaborate, working with product, marketing, readiness, sales, billing, and support teams to ensure successful initiative execution, implementation and support delivery.</li> <li>Monitor the financial health of the partners and providers and build strategic plans to retain and grow revenue. They will also closely manage these partners to understand their evolving needs and look to grow additional rooftop and transactional revenue to assist in meeting CAI goals. </li> <li>Provide monthly service reviews to our top providers and partners highlighting service metrics, product enhancements, and KPI/SLA updates.</li> <li>Weekly report out to leadership CAI, program or OEM related wins, challenges, asks and/or program opportunities.</li> <li>Provide CAI leaders feedback on product, financial, operations, and support opportunities for the FIAN product that has been shared by providers/partners.</li> <li>Negotiation of business terms and management for our partners</li> <li>Continually evaluates processes, methodologies and tools as opportunities for innovation and efficiency.</li> <li>Serves as the point of contact for escalations within product and sales around client requests.</li> <li>Create and analyze business cases to determine project viability</li> </ul>Minimum Qualifications:<ul> <li>Bachelor’s degree in technical, business, or management and/or equivalent experience</li> <li>Team player with excellent work habits and interpersonal skills</li> <li>Exceptional organization and prioritization</li> <li>Analytical and Strategic thinking</li> <li>Problem resolution and creative thinking</li> <li>Executive-level communication and interpersonal skills</li> <li>Experience dealing with large partners</li> <li>Demonstrated ability to work with and support cross-functional teams</li> <li>Self-Starter who desires to show ownership and commitment to the job and who can work effectively across departments and/or Cox Automotive entities</li> <li>Ability to travel up to 5% of the time (approximately once/yr)</li> </ul>Preferred Qualifications:<ul> <li>Experience managing 15 partners</li> <li>Salesforce experience</li> <li>Background in Automotive and Finance Operations</li> </ul>Drug TestingTo be employed in this role, you’ll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.BenefitsThe Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations; seven paid holidays throughout the calendar year; and up to 160 hours of paid wellness annually for their own wellness or that of family members. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells – or simply uses – cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer – All qualified applicants/employees will receive consideration for employment without regard to that individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship. <h3> </h3>Application Deadline: 06/14/2025

Cox Automotive Inc.

Client Relationship Manager IV

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: Job Description The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team delivers portfolio management solutions by developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (e.g., asset allocation and portfolio construction; all asset classes), and managing discretionary single asset and multi asset portfolios. The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process including the ongoing monitoring of traditional and alternative strategies. The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform, which includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees and working on team projects. The ideal candidate will possess: <ul> <li>Strong General Partner (GP) network to source high quality fund investments.</li> <li>Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit. </li> <li>Company specific modelling and valuation skills necessary to assess underlying private company investments.</li> <li>Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens.</li> <li>Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way.</li> <li>Strong presentation skills are a plus.</li> <li>Must be comfortable dealing with senior executives at private market firms.</li> <li>Team player comfortable working across Investment Solutions Group (ISG) and Business lines</li> <li>Travel (approximately 25%is involved to meet fund managers and attend annual meetings.</li> </ul> Qualifications/Desired Skills: <ul> <li>Master’s degree preferred. Advanced designation (CFA, CAIA, CPA) preferred.</li> <li>Minimum of 7+ years of investment experience with a strong focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real-Estate, or Infrastructure. </li> <li>Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes.</li> <li>Series 7 and 66 licenses or ability to obtain within 120 days of hire required</li> </ul> Skills: <ul> <li>Analytical Thinking</li> <li>Attention to Detail</li> <li>Causation Analysis</li> <li>Presentation Skills</li> <li>Research</li> <li>Critical Thinking</li> <li>Oral Communications</li> <li>Written Communications</li> <li>Active Listening</li> <li>Data Quality Management</li> <li>Trading and Investment Analysis</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Private Markets Due Diligence Analyst

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! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 your position requires SAFE Act registration, you will be 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 your immediate termination. We’ll help you: <ul> <li>Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li> <li>Get training and one-on-one coaching from Academy managers who are invested in your success.</li> <li>Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li> <li>Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li> <li>Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li> <li>Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li> <li>Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li> <li>As a Financial Solutions Advisor Stage I, you can look forward to</li> <li>Unlimited potential for financial growth.</li> <li>A strong referral base from across the business through our relationship with one in every two households.</li> <li>Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li> <li>Robust marketing support to reach wider audiences with greater appeal.</li> <li>Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li> <li>Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li> <li>We’re a culture that</li> <li>Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li> <li>Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li> <li>Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.</li> <li>Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li> </ul> Required skills <ul> <li>Sets and accomplishes goals, achieving whatever you put your mind to.</li> <li>Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.</li> <li>Communicates clearly and confidently with clients from all walks of life.</li> <li>Works well with others and collaborates productively to get things done.</li> <li>Can manage complexity, prioritize tasks and execute in a fast-paced environment.</li> <li>Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.</li> <li>Efficiently manages your time and capacity.</li> <li>Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.</li> <li>Spanish Speaking Required</li> </ul> Desired skills <ul> <li>Strong computer skills with an ability to multitask in a demanding environment.</li> <li>A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.</li> <li>Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - South Huntington Financial Center, NY (Bi-Lingual Spanish Required)

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. 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 comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 &amp; 66 (63 &amp; 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications **Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. Shift:1st shift (United States of America) Hours Per Week: 40

Financial Solutions Advisor - Consumer Investments- Boston North Market

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 role is on the Global Funding team within Treasury, specifically the Treasury Capital Markets Execution team within Global Funding. Global Funding strives to utilize its global presence to provide efficient funding strategies across the enterprise in the most cost effective manner, while managing the risks associated with those strategies. The Treasury Capital Markets Execution Team is tasked to manage all aspects of debt and capital markets activity to support the liquidity and capital management objectives of the company, supporting market execution, analytics, and governance across a broad set of debt and capital products. The team has responsibility in 4 core Treasury functions: (1) management and execution of market facing funding activities for long-term products including debt and capital securities, primarily at BAC and Bank of America, NA; (2) partnership with Global Markets for structured notes (3) analytics for global credit and capital markets as well as the debt and capital security footprint; and (4) relationship management with relevant underwriters across the globe. The activities and capabilities managed by the desk provide critical access to market-based funding which goes towards achieving GF’s purpose of keeping the Parent and Bank properly funded at all times. The role requires critical thinking about how the company manages its liquidity and capital footprint through evolving market and regulatory environments with an emphasis on attention to detail, teamwork and strong communication skills. The Treasury group provides an opportunity to gain broad knowledge about the Company and its many businesses as well as the global markets in which we transact. Global Funding employees interact daily with internal and external constituents including business lines, other Treasury functions such as Balance Sheet Management (BSM), Finance, Enterprise Capital Management (ECM) and Global Liquidity Management (GLM), internal control partners, regulators, and market participants. This role requires critical thinking about the many challenges facing our company and industry with an emphasis on attention to detail, teamwork, and strong communication skills. The Treasury group provides an opportunity to gain broad knowledge about the company and its many businesses as well as the global markets in which we transact. Your day-to-day experience will be varied and challenging, and will allow you to extend your skills within various disciplines, such as market analysis, funding/capital/liquidity optimization, and transaction management. Key Responsibilities: <ul> <li>Develop strategies for funding execution, assessing market capacity, diversification, and financial impacts based on qualitative and quantitate analysis</li> <li>Manage real-time deal execution process of debt and capital instrument offerings and communicate relevant deal updates to internal leadership and regulators</li> <li>Analyze, propose, and execute strategic liability management actions to achieve targeted optimization of key metrics (P&amp;L, NII, regulatory ratios, etc.)</li> <li>Monitor and analyze trends in the primary and secondary global debt and capital markets, with a primary focus on BAC and peer debt and capital instruments, to provide market insight, communicate risks and actionable recommendations to Global Funding leadership</li> <li>Engage with external counterparties (syndicate, debt capital markets, traders and diversity firms) on markets and deal-related dialogue</li> <li>Maintain knowledge of current and proposed regulations to understand potential market and company-specific impacts</li> <li>Monitor market environment and anticipate how external market factors may affect access to funding. React appropriately and elevate key risks</li> <li>Ensure ready access to market funding sources, including operational preparedness and program documentation necessary to transact across all product capabilities of the desk</li> <li>Produce liability and capital footprint analytics for management reporting and ad hoc financial analysis</li> <li>Produce concise presentations and email summaries of market analyses and conclusions</li> <li>Participate in stress testing and recovery and contingency planning exercises, providing expertise on funding dynamics in various scenarios</li> <li>Prepare routine materials for regulators and coordinate responses to ad hoc requests</li> <li>Perform ad-hoc projects, financial analysis related to the Company's debt and capital security footprint and prepare management reporting</li> <li>Implement routines and a robust control environment that achieves compliance with all policies, procedures and directives relating to execution</li> <li>Engage with Global Markets team to understand structured note forecasts, risks, and opportunities to facilitate responsible growth of business</li> </ul> Required Qualifications: <ul> <li>7+ years finance or markets experience (Treasury, Trading, or Finance)</li> <li>Understanding of markets, liquidity, financial math and risk</li> <li>Strong Excel and PowerPoint skills</li> <li>Strong analytical and decision-making skills</li> <li>Critical thinking, attention to detail, analytical and investigative problem solving skills</li> <li>Ability to work independently, with a team, with minimal supervision and efficiently prioritize tasks</li> <li>Ability to communicate effectively across a broad range of constituents in verbal, written and presentation forms</li> <li>Ability to build and maintain strong relationships across the Enterprise</li> <li>Ability to thrive in a fast-paced, demanding environment, adapt to changing priorities and demonstrate initiative</li> <li>Inquisitive, willing to challenge the status quo and strive to improve processes</li> <li>Comfortable leading an initiative as well as playing a support role on a broader team</li> </ul> Desired Qualifications: <ul> <li>Undergraduate degree with economics, finance, or quantitative focus or related work experience</li> <li>Strong understanding of fixed income and currency markets, in particular debt and capital instruments</li> <li>Familiarity with financial regulatory environment</li> <li>Bloomberg and other market sources</li> <li>SQL and/or other advanced data manipulation skills</li> <li>Tableau</li> <li>Python</li> </ul> <ul><li>CFA</li></ul> Shift:1st shift (United States of America) Hours Per Week: 40

Bank Funding Senior Trader

Your Job John Zink Hamworthy Combustion is seeking a highly motivated self-starter to be part of our Tulsa R&amp;D Test Facility Instrumentation and Controls team. This is an outstanding opportunity to join an industry-leading test facility with an interesting and challenging work environment. What You Will Do <ul> <li>Perform calibrations for combustion emission analyzers, transmitters, and other test instrumentation.</li> <li>Conduct instrument preventive maintenance and checks of equipment safety instrumentation.</li> <li>Assist with the installation of instrumentation, controls, and electrical equipment required for R&amp;D testing, including layout, installation, and field checking new metering, control, and safety devices.</li> <li>Troubleshoot and repair instrumentation and controls equipment.</li> <li>Develop and implement process improvements to continuously improve facility safety and operational efficiencies.</li> </ul> Who You Are (Basic Qualifications) <ul> <li>Knowledge of basic methods and techniques for electrical/instrument equipment calibration, troubleshooting, and diagnostics.</li> <li>Knowledge of electrical and electronic circuits and able to interpret electrical schematics and one-line drawings.</li> <li>Ability to become certified and be able to work at heights up to 100' in aerial lifts.</li> <li>Ability to work full time in all outdoor conditions in full FR coveralls.</li> <li>Ability to lift and carry 50 lbs. when required.</li> <li>Ability to work 10-hour daily shifts as well as scheduled and unscheduled overtime when required.</li> <li> High school diploma or GED. </li> </ul> What Will Put You Ahead <ul> <li>Basic knowledge of Allen Bradley PLC control Logix and Wonderware SCADA systems.</li> <li>Experience with calibrating/repair of Thermo-scientific, Ametek, or other combustion analyzers.</li> <li>Experience with configuration and calibrating process instruments with a HART communicator.</li> <li>Experience with electric heat trace, installation, and troubleshooting.</li> <li>Strong computer skills and experience with software such as MS Word, Excel, and Outlook.</li> <li>Electrical journeyman’s license.</li> <li>Experience with 480-volt electrical circuit installation and troubleshooting.</li> <li>Technical School/Associate's degree or higher.</li> </ul> At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy. Hiring Philosophy All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy <a href="https://jobs.kochcareers.com/pages/culture" target="_blank">here</a>. Who We Are As a Koch Engineered Solutions company, John Zink Hamworthy Combustion (JZHC) is a global leader in emissions control and a pioneer in modern Smart Combustion solutions. Our research and development facilities make up the largest testing complex of its kind. Additionally, our worldwide service organization is the largest, most technically advanced team of its kind. We provide solutions to capture emissions, destroy pollutants, manage waste and heat vital processes to help industries operate more cleanly and efficiently. At Koch, employees are empowered to do what they do best to make life better. Learn how our <a href="https://www.kochind.com/about/business-philosophy" target="_blank">business philosophy</a> helps employees unleash their potential while creating value for themselves and the company. Our Benefits Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter. Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results. Equal Opportunities Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click <a href="https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf" target="_blank">here</a> for additional information. (For Illinois E-Verify information click <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_English.pdf" target="_blank">here</a>, <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_Spanish.pdf" target="_blank">aquí</a>, or <a href="https://labor.illinois.gov/content/dam/soi/en/web/idol/employers/posters/e-verify/Right%20to%20Privacy%20in%20the%20Workplace_Polish.pdf" target="_blank">tu</a>). #LI-CG1

Koch Industries

Instrumentation and Controls Technician

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