<p>Our client is looking for an experienced Risk Analyst to join their team in the Bordentown, New Jersey area. In this role, you will play a critical part in identifying, assessing, and mitigating risks across various domains within the organization. You will collaborate with senior management to ensure effective governance and regulatory compliance while supporting the organization's strategic goals.</p><p><br></p><p>Salary is 120,000 - 140,000. </p><p><br></p><p>Benefits include health insurance, 401k, and PTO. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the organization's enterprise risk management initiatives, including credit, market, compliance, and operational risk programs.</p><p>• Continuously monitor and evaluate risk management activities to ensure alignment with the organization’s mission and strategic objectives.</p><p>• Enhance enterprise risk management processes and systems to improve efficiency in risk assessments.</p><p>• Lead discussions within the Enterprise Risk Management Committee and provide solutions to address risk-related challenges.</p><p>• Identify and verify risk areas within the organization, ensuring comprehensive risk assessments are conducted.</p><p>• Develop risk assessments for new products or significant modifications to existing offerings.</p><p>• Serve as a subject matter expert to guide departmental leaders in implementing effective governance and risk management strategies.</p><p>• Analyze and report on key risks and their interdependencies, helping senior management maintain a focus on robust risk management.</p><p>• Ensure compliance with regulatory requirements and industry standards related to risk management.</p>
<p><u>ON-SITE in Garden Grove -- Entry-Level Legal Assistant -- NO LAW SCHOOL PLANS</u></p><p><br></p><p><u>Requirements</u>:</p><ol><li>Currently live commutable distance to Garden Grove</li><li><em>No grad school plans</em></li><li>3.5 GPA minimum in undergrad (no exceptions)</li></ol><p><br></p><p>This Entry-Level Legal Assistant will gain experience interacting with cross‑functional teams and supporting high‑impact operational and compliance functions.</p><p><br></p><p>This is a legal position within a company's legal department.</p><p><br></p><p>As a Legal Assistant, you will be handling insurance compliance, business licensing, and risk management. Training will be provided.</p><p><br></p><p>Perks</p><ul><li>Strong culture of employee respect</li><li>Supportive Learning & Development and HR resources</li><li>Accessible leadership; open‑door communication culture</li><li>Celebratory environment (birthdays, anniversaries)</li><li>Travel opportunities depending on project needs</li><li>Employee‑first philosophy with standout benefits</li><li>Highly collaborative, balanced team environment</li></ul>
<p><strong><u>ONSITE ROLE IN CINCINNATI, OHIO - No Remote Workers</u></strong></p><p>We are looking for multiple Risk Analysts to join our team in Blue Ash (Cincinnati), Ohio. In this long-term contract role, you will play a critical part in identifying and analyzing potential fraudulent activities within financial transactions. This position offers an excellent opportunity for professionals with strong analytical skills and a keen eye for detail to contribute to a high-production environment. MUST BE AN OHIO RESIDENT -- Degree required</p><p><br></p><p>Responsibilities:</p><p>• Investigate alerts generated by banking systems to identify potential fraudulent patterns within financial transactions.</p><p>• Conduct research on customer accounts using both public and private databases to gather relevant data and insights.</p><p>• Analyze transaction details and compile comprehensive reports based on findings.</p><p>• Apply anti-money laundering (AML) principles and operational risk knowledge to assess suspicious activities.</p><p>• Utilize intermediate Excel skills to manipulate and analyze data efficiently.</p><p>• Collaborate with team members to ensure timely and accurate completion of tasks in a fast-paced environment.</p><p>• Maintain high attention to detail while reviewing extensive datasets and identifying anomalies.</p><p>• Communicate findings effectively through clear and concise written documentation.</p><p>• Ensure compliance with regulatory standards and organizational policies during investigative processes.</p><p>• Contribute to ongoing process improvements to enhance fraud detection and risk analysis capabilities.</p>
<p>In order to better equip the front office teams, and in the context of tremendous growth in our trading portfolios, we are developing a greenfield Risk & PnL engine within our CTRM (Commodity Trading & Risk Management system). We are seeking someone with strong C++ and Python development skills, coupled with an understanding of risk and an interest in commodities trading. You will join one other team member in Houston, with the rest of the team based in London. </p><p><br></p><p>In this role, you will: </p><p><br></p><p>Deploy: Roll-out of the new Risk & PnL engine to our Americas business (trading desks & risk management teams) – be the team’s ambassador in Houston, closely collaborating both with the business and other tech teams </p><p><br></p><p>Team-up: Liaise and work with the rest of the new Risk & PnL engine Dev team in London on any development needed by the Americas business </p><p><br></p><p>Develop: Leverage core components of the new Risk & PnL engine, and other parts of the CTRM to develop reports, tools and functionalities required by the business </p><p><br></p><p> As a Risk Strategist you will be at the crossroads of the development of this new Risk & PnL engine, facing both business priorities and technical challenges. You will often face ambiguous problems requiring you to define not only the answer but also the question. </p><p><br></p><p>This role involves regular travel to London, to ensure close collaboration with the rest of the new risk engine Dev team. </p><p><br></p><p><br></p>
<p>Protiviti Engagement- Contract Role </p><p>We are partnering with a confidential financial services client undergoing a transition in waterfall payment modeling and CLO conversion. To support this initiative, we are expanding the project team with skilled CLO Modelers and Reporting Analysts.</p><p><br></p><p>• Reporting Analyst (3-5 years' experience)</p><p>• CLO Modeler (3–5 years' experience)</p><p><br></p><p>What You’ll Do</p><p>• Support the transition of complex payment waterfalls into automated systems</p><p>• Convert Collateralized Loan Obligations (CLOs) into modeled structures</p><p>• Collaborate closely with Relationship Management teams as responsibilities shift</p><p>• Deliver clear, intuitive reporting using BI tools and reporting engines</p><p>• Conduct due diligence on loan portfolios, including CLO structures</p><p>• Analyze and evaluate credit risk models to ensure alignment with regulatory and organizational standards</p><p>• Develop and implement strategies to optimize leveraged loan and credit risk frameworks</p><p>• Monitor and enhance risk management processes to improve efficiency and compliance</p><p>• Provide insights and recommendations to strengthen credit and loan risk practices</p><p>• Lead workflow improvements and support data‑driven decision‑making across the risk management function</p><p><br></p><p>Skills We’re Looking For</p><p>• CDO Suite expertise (required for CLO Modelers)</p><p>• Strong SQL and Excel proficiency</p><p>• Experience with reporting engines and BI tools</p><p>• Knowledge of CLOs or structured credit products (strong plus)</p><p>• Background in financial modeling, credit risk, or structured loan analysis</p><p><br></p><p>Locations</p><p>• Charlotte, NC (Hybrid Onsite) - Atlanta and Greensboro can also work. </p><p>• Remote option available for experienced CLO Modelers</p><p><br></p><p>Timeline</p><p>• Duration expected to span 6–8 months</p><p>• Target start date: March </p><p><br></p>
<p>We are assisting a valued client in their search for an experienced Chief Risk Officer to lead and enhance the organization’s enterprise-wide risk management framework. This is a key leadership role responsible for ensuring regulatory compliance, assessing and monitoring risks across all operational areas, and driving strategic initiatives that strengthen internal controls and overall risk governance. The ideal candidate will have a strong background in risk analysis, governance, operational risk management, and compliance. This individual will play a central role in cultivating a culture of risk awareness, identifying emerging risks, developing mitigation strategies, and supporting continuous improvement across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and implementation of the organization's Risk Appetite Framework, including methodologies and enterprise risk assessments.</p><p>• Coordinate governance processes, risk committee activities, and regulatory reporting to ensure compliance and accountability.</p><p>• Create and maintain risk dashboards, KPIs, and KRIs for executive and board-level decision-making.</p><p>• Analyze emerging risks, industry trends, and regulatory changes to provide actionable insights to senior leadership.</p><p>• Lead cross-functional initiatives aimed at enhancing risk capabilities, improving controls, and adopting advanced technology solutions.</p><p>• Evaluate financial and operational processes to identify vulnerabilities and recommend effective improvements.</p><p>• Manage internal training programs to foster a culture of risk awareness and proactive management.</p><p>• Build, mentor, and lead a high-performing risk management team across multiple locations.</p><p>• Investigate operational incidents, oversee corrective action plans, and maintain detailed documentation in incident databases.</p><p>• Develop and manage credit approval and monitoring programs, ensuring scalability and compliance with organizational standards.</p>
We are looking for a skilled Risk Manager to join our team in Columbus, Ohio. This is a Contract to permanent position offering an excellent opportunity to contribute to risk management initiatives within a dynamic and fast-paced environment. The ideal candidate will bring substantial expertise in control testing, risk analysis, and financial services operations, while demonstrating exceptional communication and organizational skills.<br><br>Responsibilities:<br>• Conduct comprehensive control testing to assess the effectiveness and performance of operational controls across various business lines.<br>• Review and analyze risk mitigation strategies, ensuring compliance with regulatory frameworks and industry standards.<br>• Collaborate with stakeholders to design and document testing scripts, procedures, and workflows.<br>• Monitor operational processes, including reconciliation, fund transfers, and payment controls, to identify and address potential risks.<br>• Lead and participate in calls with executive-level stakeholders to understand project scope and translate discussions into actionable plans.<br>• Utilize data analysis tools, such as Alteryx and Excel, to manage large datasets and derive meaningful insights.<br>• Oversee high-volume control frameworks, ensuring timely execution and adherence to established guidelines.<br>• Partner with sales and trading teams to enhance understanding of market operations and trade lifecycle processes.<br>• Manage mini projects within tight deadlines, ensuring alignment with overall risk management objectives.<br>• Influence and build strong partnerships with challenging stakeholders to drive collaboration and achieve project goals.
We are looking for an experienced Risk Manager to join our team in Bloomington, Minnesota. In this role, you will play a pivotal part in managing counterparty systems and processes, ensuring they align with business objectives and regulatory standards. This is a long-term contract position offering the opportunity to collaborate with stakeholders and contribute to enhancing operational efficiency and reporting accuracy.<br><br>Responsibilities:<br>• Monitor and oversee updates and enhancements to the Counterparty Application, ensuring alignment with business priorities.<br>• Coordinate requirements for system integrations with platforms such as LauraMac, Vesta, and BeSmartee, ensuring seamless implementation.<br>• Maintain and update Counterparty process documentation to reflect evolving system requirements and integrations.<br>• Develop and manage operational tools, including manual guides, to streamline team workflows across multiple systems.<br>• Support the creation and refinement of Power BI reports by mapping data fields and ensuring consistency with reporting templates.<br>• Assist in establishing a comprehensive glossary for the Counterparty Application, defining rules and filters to enhance data governance.<br>• Act as a liaison between business stakeholders and technology teams to prioritize and implement system improvements.<br>• Provide analytical support for reporting initiatives, ensuring accurate data alignment and visualization.<br>• Perform additional tasks as needed to support the Counterparty team’s operational goals.
<p><strong>Jennifer Fukumae with Robert Half Financial Services Group </strong>is partnering with a Global Operations Company seeking a <strong>Sr. Director for their Global Risk Management team</strong>. You’ll join a collaborative and welcoming team that values a strong, positive culture, promotes healthy work-life balance, and offers competitive benefits, including a 4.5% 401(k) match, within a growing and stable organization.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p> </p><ul><li>Directed enterprise risk strategy in partnership with senior leadership to protect profitability and manage exposure.</li><li>Oversaw credit governance, including underwriting, approvals, ongoing portfolio reviews, and risk rating assessments.</li><li>Managed KYC and sanctions compliance, conducting customer due diligence and monitoring corporate updates.</li><li>Supervised daily risk operations, transactional approvals, and delinquent account resolution.</li><li>Led cross-functional default management efforts.</li><li>Managed annual insurance renewals, broker coordination, and corporate coverage oversight.</li><li>Ensured compliance with internal policies and reporting requirements.</li></ul><p> </p>
<p>We are looking for an experienced Information Security Analyst to join our team. In this contract position, you will play a pivotal role in ensuring the organization's security policies and controls align with industry regulations and best practices. This role is ideal for someone who thrives in a financial services environment and has a solid background in information security governance, risk management, and regulatory compliance.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement security policies and controls to protect organizational data and assets.</p><p>• Ensure compliance with financial regulations and industry standards by leveraging the ServiceNow Integrated Risk Management platform.</p><p>• Conduct regular audits to assess and strengthen the organization's security posture.</p><p>• Support internal security awareness initiatives and training programs to enhance employee understanding of security protocols.</p><p>• Collaborate with cross-functional teams to align security measures with business objectives.</p><p>• Respond to audit requests and provide detailed documentation for regulatory reviews.</p><p>• Monitor and evaluate risk management practices to address vulnerabilities proactively.</p><p>• Maintain governance frameworks to ensure consistent application of security standards.</p><p>• Analyze security metrics and reports to identify potential areas for improvement.</p><p>• Provide hands-on expertise in the ServiceNow platform to optimize risk management processes.</p>
<p>We are looking for an experienced Compliance Analyst to join our team on a contract basis in Tampa, Florida. This role is vital in ensuring adherence to regulatory requirements and industry standards through detailed control testing and risk management processes. The ideal candidate will bring over six years of expertise in compliance and operational risk, with the ability to analyze complex situations and collaborate effectively to enhance organizational security and governance. <strong>This position is 5 days on site.</strong></p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough compliance and operational risk control testing to ensure adherence to regulatory and industry standards.</p><p>• Coordinate testing activities, including gathering and organizing related documentation and artifacts.</p><p>• Evaluate existing controls and identify potential risks to improve organizational governance.</p><p>• Collaborate with team members to enhance compliance strategies and strengthen the firm’s risk posture.</p><p>• Utilize analytical skills to plan and execute testing tasks effectively.</p><p>• Provide insights and recommendations on complex compliance issues to support decision-making.</p><p>• Ensure consistent application of industry best practices and procedures within the financial services and banking sectors.</p><p>• Support the Testing Center of Excellence by contributing to the development and refinement of testing methodologies.</p><p>• Lead and direct the work of others when required to ensure project success.</p><p>• Prepare detailed reports and documentation summarizing findings and recommendations.</p>
We are looking for a skilled Compliance Analyst to join our team in New York, New York. In this contract-to-permanent position, you will play a key role in supporting compliance and risk management initiatives for a financial services organization specializing in real estate lending. This role offers the opportunity to work on-site three days a week, with flexibility in scheduling, and contribute to a growing organization with ample room for process improvement.<br><br>Responsibilities:<br>• Conduct compliance testing to ensure adherence to regulatory requirements and internal policies.<br>• Assist in the investigation of fraud cases and provide detailed reports on findings.<br>• Monitor business activities for compliance risks and implement measures to mitigate them.<br>• Support the development and delivery of compliance training programs for staff.<br>• Collaborate on risk assessments to identify potential vulnerabilities and recommend solutions.<br>• Handle ad hoc projects related to compliance and risk management as needed.<br>• Utilize advanced spreadsheet and Excel skills to analyze data and report on compliance metrics.<br>• Improve existing processes and systems to enhance compliance efficiency.<br>• Ensure compliance with anti-money laundering (AML) and financial crime regulations.<br>• Maintain up-to-date knowledge of regulatory changes and industry best practices.
<p>We are looking for a Vendor Management Analyst to join our team in Bedford, NH, on a long-term contract basis. In this role, you will oversee the evaluation and management of third-party vendors to ensure compliance with industry regulations and organizational standards. This position offers an excellent opportunity to work within the banking sector, collaborating with stakeholders and addressing vendor-related risks to maintain operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough due diligence and regular reviews of third-party vendors to ensure adherence to compliance standards.</p><p>• Collaborate with the Risk & Compliance team to align third-party risk management practices across the organization.</p><p>• Assess vendor-related risks and provide recommendations to mitigate potential issues.</p><p>• Build and maintain strong relationships with external vendors and internal teams to facilitate smooth operations.</p><p>• Prepare detailed reports and presentations on vendor performance, risk assessments, and compliance findings for leadership review.</p><p>• Monitor vendor activities to identify and address fraud-related risks.</p><p>• Implement anti-money laundering (AML) practices and ensure vendors comply with regulatory requirements.</p><p>• Perform compliance risk assessments and evaluate vendor adherence to FFIEC guidelines.</p><p>• Develop strategies to identify and prevent potential fraud in vendor activities.</p><p>• Support issue resolution processes by coordinating with vendors and internal departments.</p>
<p>Our client is offering an exciting opportunity for a Credit Risk Manager in Wilmington, Delaware, United States. This role is in the finance industry, with a focus on managing credit risk and driving performance outcomes. The Credit Risk Manager will play a crucial role in overseeing credit review, policy development, credit approvals, and portfolio monitoring to identify credit migration.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate credit risk using credit scoring models, behavioral data, and macroeconomic factors.</p><p>• Collaborate with collections and servicing teams to enhance loss recovery and minimize charge-offs, defaults, and delinquencies.</p><p>• Oversee the development of real-time credit risk reporting tools and dashboards for proactive risk monitoring and decision-making.</p><p>• Implement strategies to prevent loss specific to the subprime cardholder base, including credit limits, fee structures, and collection practices.</p><p>• Conduct stress testing and scenario analyses to assess risks under various economic conditions and customer behavior models.</p><p>• Lead a team of credit risk professionals, fostering a culture of excellence, collaboration, and continuous improvement.</p><p>• Work closely with marketing, data science, operations, compliance, and legal teams to ensure alignment on credit risk strategies and regulatory compliance.</p><p>• Conduct regular audits of credit risk policies, processes, and portfolio performance to ensure adherence to internal and regulatory standards.</p><p><br></p>
<p>We are looking for a motivated and experienced Manager, Risk & Assurance to join a dynamic team in the financial services industry. This role focuses on conducting comprehensive risk assessments, operational reviews, and process improvement initiatives to enhance governance and efficiency. As a contract-to-permanent position based in Dallas, Texas, it offers hybrid work flexibility, long-term career growth opportunities, and direct exposure to senior leadership.</p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee operational, financial, and compliance review projects, ensuring thorough analysis and actionable outcomes.</p><p>• Design project scopes, perform risk assessments, and develop tailored procedures to address identified risks.</p><p>• Evaluate business processes and recommend control enhancements to improve efficiency and governance.</p><p>• Present findings and strategic recommendations to senior leadership in a clear and impactful manner.</p><p>• Apply detail-oriented auditing standards and leverage sound business judgment throughout all engagements.</p><p>• Collaborate with cross-functional teams and build strong relationships with stakeholders.</p><p>• Drive continuous improvement efforts, incorporating data analytics and emerging auditing tools.</p><p>• Provide advisory support to strengthen organizational risk management strategies.</p><p>• Ensure adherence to compliance requirements while maintaining a focus on operational enhancement.</p><p>• Utilize expertise in risk management frameworks, due diligence, and anti-money laundering practices.</p>
<p>We are looking for a detail-oriented AML/KYC Analyst to join a team in Newark, Delaware. This contract to long-term position offers an exciting opportunity to contribute to the financial services industry by conducting thorough due diligence and compliance reviews. The ideal candidate will ensure adherence to credit policies and regulatory requirements.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth Enhanced Due Diligence (EDD) investigations for commercial loan borrowers, ensuring compliance with credit policies and regulatory standards.</p><p>• Perform thorough reviews of new and existing client relationships, ensuring accuracy and completeness of documentation.</p><p>• Review and assess potential negative news alerts for new clients and during periodic client reviews, escalating findings when necessary.</p><p>• Evaluate prospect client profiles prior to onboarding, providing well-supported recommendations to relevant stakeholders.</p><p>• Utilize internal banking systems and external research tools to gather, analyze, and document investigation findings.</p><p>• Collaborate with team members and other departments to resolve discrepancies and gather additional information if required.</p><p>• Provide timely and well-supported decisions during investigations, ensuring compliance with the Patriot Act and other applicable regulations.</p><p>• Maintain up-to-date knowledge of industry standards and complete required training programs.</p><p>• Support quality assurance efforts to uphold the integrity of the KYC program.</p><p>• Perform additional duties as assigned to support the team and organizational goals.</p>
We are looking for an experienced Security Analyst II to join our team on a long-term contract basis in Allentown, Pennsylvania. In this role, you will focus on securing AI and machine learning systems, ensuring compliance with enterprise policies and evolving regulations. You will collaborate with cross-functional teams to implement robust security measures for innovative AI technologies, contributing to the organization's commitment to advancing a secure and sustainable energy future.<br><br>Responsibilities:<br>• Collaborate with product teams to integrate security measures into AI models, data pipelines, and applications.<br>• Perform detailed security assessments for AI systems, including generative AI and large language models.<br>• Develop and enforce security policies, controls, and standards tailored to AI technologies.<br>• Implement risk management strategies for AI solutions, addressing issues such as model bias and explainability.<br>• Work closely with legal, compliance, and data privacy teams to adhere to emerging AI regulations.<br>• Evaluate and deploy security tools for monitoring, model scanning, and data protection.<br>• Provide guidance on best practices for AI security within Agile and cloud-based environments.<br>• Support the adoption of frameworks for responsible AI use, emphasizing traceability and observability.<br>• Stay updated on advancements in AI security to continuously improve enterprise practices.<br>• Facilitate training sessions to enhance team awareness of AI security protocols.
<p><strong>Power and Gas: Credit Risk Supervisor/Director</strong></p><p><br></p><p>Our client a Hedge Fund based in mid-town NYC continues to build out their physical energy trading team. We are looking for an experienced hands-on Credit Risk professional with oil and gas industry experience to lead credit risk management efforts. This role requires a strategic mindset to ensure counterparty credit risk is effectively managed. The ideal candidate will bring a proven track record in handling complex financial scenarios.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Oversee and manage counterparty credit risk, focusing on natural gas and power sectors.</p><p>• Develop and implement advanced credit risk models to assess and mitigate potential financial exposures.</p><p>• Collaborate with internal teams to ensure alignment of credit risk strategies with organizational goals.</p><p>• Lead efforts to monitor and evaluate creditworthiness of counterparties, ensuring compliance with industry standards.</p><p>• Provide strategic recommendations to executive leadership based on financial analysis and risk assessments.</p><p>• Supervise the preparation and review of financial reports related to credit risk management.</p><p>• Identify opportunities for process improvements and implement solutions to optimize risk management operations.</p><p>• Maintain a deep understanding of market trends and their impact on credit risk.</p><p>• Manage relationships with external stakeholders, including auditors and regulatory bodies.</p><p>• Ensure adherence to all relevant regulations and company policies in credit risk practices.</p>
<p>We are looking for a Treasury Analyst to join our team in Spokane, Washington. In this role, you will oversee and optimize the company’s financial operations, focusing on cash flow and risk management. Collaborating with finance professionals, you will provide insights that support strategic decision-making and ensure effective treasury management.</p><p><br></p><p>Responsibilities:</p><p>• Handle corporate borrowing processes, including payments for principal amounts, commitment fees, letters of credit, and interest expenses.</p><p>• Conduct daily calculations for borrowing, repayments, and cash conversions to ensure sufficient cash availability for operational needs.</p><p>• Update cash flow forecasts regularly and develop financial models to improve reporting and analysis of cash and debt.</p><p>• Identify and address cash shortages or surpluses by monitoring established thresholds and escalating concerns as necessary.</p><p>• Collaborate with cross-departmental teams to support strategic growth initiatives and corporate development.</p><p>• Prepare comprehensive treasury reports detailing cash flow, liquidity, and overall financial performance.</p><p>• Process bank changes and ensure supplier onboarding is accurate and timely.</p><p>• Implement new treasury technologies and processes to enhance departmental efficiency.</p><p>• Review and recommend updates to existing treasury policies to align with best practices and organizational needs.</p><p>• Act as a liaison during audits by gathering and providing necessary data for borrowing base reports and compliance reviews.</p><p><br></p><p>BENEFITS OFFERED:</p><p>-SALARY RANGE: $70 - 80k</p><p>- Healthcare Benefits: Medical/Dental/Vision </p><p>- Other Insurance: AD& D, Short and Long Term Disability, Life Insurance</p><p>- Retirement Plan: 401k plus company match</p><p>- PTO: paid holidays and additional paid time off</p>
<p>Model Development & Maintenance</p><p> • Develop and maintain actuarial models and data-driven processes using Python, R, and SQL to support insurance pricing, reserving, and risk management.</p><p> • Implement and enhance month-end processes, rate change calculations, and ad-hoc analyses with a focus on completeness, accuracy, and consistency to ensure data is of the highest quality.</p><p> • Work with the Actuarial and Financial Planning and Analysis (FP& A) teams to automate and improve model performance using Python-based scripting and automation.</p><p> • Ensure accuracy, consistency, and efficiency of actuarial models and methodologies.</p><p> Traditional Actuarial Tasks</p><p> • Support reserving analysis to estimate unpaid claim liabilities primarily in partnership with internal and external actuaries.</p><p> • Develop and maintain loss development triangles and incurred but not reported (IBNR) calculations both based on financial and operational data (e.g., claims closing ratios).</p><p> • Support the development and validation of actuarial assumptions for pricing, reserving, and forecasting.</p><p> • Develop and regularly report on rate change calculations including bifurcation of exposure changes from pure rate by line of business.</p><p> Financial Modeling & Risk Assessment</p><p> • Conduct stress testing and scenario analysis to assess financial impacts.</p><p> • Develop, update, and maintain models for predictive analytics, profitability analysis, and business planning.</p><p> • Assist in forecasting financial performance and evaluating risk exposure.</p><p> </p><p> </p>
We are looking for a highly skilled Tax Analyst to join our team in Cambridge, Massachusetts. In this role, you will play a pivotal part in ensuring tax compliance, managing investment-related tax liabilities, and supporting accurate financial reporting. Your expertise will contribute to regulatory adherence and help maintain the financial integrity of a substantial investment portfolio.<br><br>Responsibilities:<br>• Collaborate with finance leadership and tax teams to gather and provide accurate data for tax return preparation.<br>• Review and analyze tax returns prepared by external consultants to ensure compliance with investment-related tax regulations.<br>• Partner with financial accounting teams to address investment accounting matters and support the preparation of detailed annual reports.<br>• Monitor, project, and analyze excise taxes related to investment income to ensure accurate tax planning.<br>• Oversee regulatory filings and reporting for both domestic and international jurisdictions, ensuring adherence to all applicable requirements.<br>• Ensure timely completion of audits for investment entities and managed affiliates to maintain compliance and operational efficiency.<br>• Assist in preparing financial statements for investment entities, ensuring accuracy and regulatory compliance.<br>• Support retirement and welfare benefit plan compliance efforts by addressing tax-related matters.<br>• Contribute to risk management by identifying and addressing potential regulatory risks related to investments.
We are looking for an experienced Controller to join our team in San Diego, California. This role requires a detail-oriented individual with strong leadership skills and a solid background in finance and accounting. The Controller will oversee key financial processes while ensuring compliance, managing risks, and driving profitability.<br><br>Responsibilities:<br>• Supervise financial accounting and reporting processes, ensuring timely and accurate month-end close procedures.<br>• Manage accounting for physical commodities, including inventory valuation, cost allocation, and balance sheet reconciliation.<br>• Oversee accounting and reconciliation of futures, options, and hedging instruments while coordinating with risk management teams.<br>• Implement and maintain robust internal controls across trading, credit exposure, and cash forecasting.<br>• Lead internal and external audits, coordinating with auditors and stakeholders to ensure compliance.<br>• Monitor adherence to contractual agreements with suppliers and customers, maintaining operational integrity.<br>• Support the preparation and analysis of budgets, forecasts, and financial variances for trading and operational activities.<br>• Train and mentor the finance and accounting team, fostering a culture of accuracy, accountability, and growth.<br>• Collaborate with senior management to provide analytical insights and drive strategic decisions.
<p>We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul><p>Preferred Qualifications:</p><ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul><p>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.</p><p>To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site. </p>
<p>We are looking for a detail-oriented Investment Accounting Analyst to join our dynamic team in Twin Cities. In this role, you will have the opportunity to work closely with senior leadership and gain exposure to diverse aspects of fund accounting, tax, investment operations, and financial reporting. This position offers a chance to contribute to a growing organization focused on delivering risk-adjusted returns through a flexible, multi-strategy investment approach.</p><p><br></p><p>Responsibilities:</p><p>• Manage deal operations by reviewing legal documentation, capital structures, and trade allocations to ensure smooth investment closings.</p><p>• Analyze and update valuation models for illiquid assets to maintain accurate financial assessments.</p><p>• Oversee distributions of proceeds and validate reporting accuracy provided by servicers and operating partners.</p><p>• Monitor investment performance against expectations and collaborate with the investment team to analyze discrepancies.</p><p>• Lead oversight of operating partners through continuous communication, risk assessments, reporting reviews, and recurring audits.</p><p>• Supervise fund accounting processes, including reviewing reconciliations, accruals, close packages, and financial reporting prepared by the Fund Administrator.</p><p>• Assist in the preparation of quarterly financial statements for investors and support annual audits.</p><p>• Perform weekly liquidity monitoring and compile return and profit/loss estimates for internal reporting.</p><p>• Coordinate with external auditors and tax professionals to complete fund audits and tax returns, ensuring compliance with regulatory standards.</p><p>• Support investor relations by addressing inquiries, maintaining due diligence documentation, and assisting with audit processes.</p>
<p>We are looking for a Quantitative Analytics Manager to lead strategic initiatives in credit risk analysis and financial modeling. This role focuses on developing solutions to assess risk, optimize lending portfolios, and enhance organizational decision-making. Based in Hartford County, CT, this position requires expertise in data analytics and strong leadership capabilities.</p><p><br></p><p>Responsibilities:</p><p>• Design and implement advanced credit risk models to support financial decision-making.</p><p>• Oversee stress testing processes to evaluate the resilience of lending portfolios.</p><p>• Manage loan loss allowance calculations and reporting to ensure compliance with regulatory standards.</p><p>• Collaborate with cross-functional teams to streamline analytics and improve data-driven strategies.</p><p>• Utilize tools like Databricks and GitHub for efficient coding and data management.</p><p>• Lead the development of innovative solutions for credit risk assessment and monitoring.</p><p>• Provide guidance and mentorship to the analytics team, encouraging growth and attention to detail.</p><p>• Ensure the accuracy and reliability of financial data used in risk evaluations.</p><p>• Stay updated on industry trends and integrate best practices into organizational processes.</p>
