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Associate/Vice President, Investments (Real Estate Markets)
EquiTrust Life Insurance Company
il
Compensation: 136.024 - 215.087

Posting Title: Associate/Vice President, Investments (Real Estate Markets)

Location: Chicago, IL (Mostly On‑Site)

Employment Type: Full‑time

About Us

EquiTrust Life Insurance Company is a national carrier of competitive, client‑friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

How You’ll Contribute

As a Real Estate Investments Associate or Vice President, you will play a key role in managing and optimizing a portfolio of commercial real estate investments, primarily commercial mortgage loans. This role supports or leads portfolio management, credit analysis, and risk management efforts to drive strong risk‑adjusted returns.

We are seeking candidates who are passionate about real estate investing, demonstrate strong analytical and credit judgment skills, and contribute to a collaborative, inclusive, and high‑performing team environment.

What You’ll Do (All Levels)

  • Actively manage a portfolio of commercial real estate investments, including surveillance, performance monitoring, and credit assessment
  • Perform financial modeling, valuation analysis, and re‑underwriting
  • Manage loan lifecycle events (extensions, modifications, restructurings, payoffs)
  • Monitor covenant compliance, loan performance, and asset‑level risk
  • Conduct scenario and sensitivity analyses to identify and mitigate risks
  • Collaborate with internal and external partners to optimize portfolio outcomes
  • Prepare reporting, analysis, and materials for internal stakeholders and investment committee

Leveling Guide (Associate Vs. Vice President)

We are open to hiring at either level based on experience, skills, and demonstrated capabilities.

Associate, Investments (Real Estate Markets)

Salary Range: $136,024.00 – $187,033.00
  • 5+ years of commercial real estate underwriting, credit, or portfolio management experience
  • Experience supporting loan lifecycle management and asset‑level analysis
  • Experience having focus on execution and analysis across the portfolio
  • Supported portfolio surveillance, underwriting, and reporting
  • Worked closely with senior team members to evaluate asset‑level decisions
  • Contributed to financial modeling, valuation, and credit analysis
  • Experience mentoring junior team members and contributes to team development

Vice President, Investments (Real Estate Markets)

Salary Range: $156,427.20 – $215,087.40
  • 7+ years of commercial real estate credit, asset management, or lending experience
  • Demonstrated experience leading portfolio decisions and managing complex investments
  • Led portfolio strategy, decision‑making, and execution
  • Owned portfolio performance, risk positioning, and investment recommendations
  • Directly managed complex assets, including underperforming or distressed investments
  • Has developed borrower, sponsor, and partner relationships
  • Drove investment committee materials and presents recommendations to senior leadership
  • Provided leadership, mentorship, and development for Associates and Analysts
  • Played a key role in shaping portfolio strategy, capital allocation, and monitor investments
  • Assisted in managing loan lifecycle events (extensions, modifications, restructurings)
  • Partnered with servicers, borrowers, and internal stakeholders to support portfolio performance

What You’ll Bring

Education

  • Bachelor’s degree in Finance, Economics, Real Estate, or related field
  • MBA, CFA, or progress toward a designation is a plus

Knowledge, Skills, and Abilities

  • Strong financial modeling, valuation, and analytical skills
  • Understanding of real estate capital structures, loan documentation, and credit risk
  • Ability to synthesize complex information into clear insights and recommendations
  • Strong communication and relationship management skills
  • Ability to manage multiple priorities in a deadline‑driven environment
  • Collaborative mindset with a commitment to fostering an inclusive, respectful workplace
  • Proficiency in Excel and PowerPoint; familiarity with tools such as Argus or CoStar preferred

Physical Requirements

  • Primarily sedentary work; frequent sitting and computer use
  • Ability to communicate effectively and participate in meetings
  • Occasional movement within the office

Where You’ll Work

  • Location: Chicago, Illinois
  • Work Arrangements: Mostly On‑Site
  • Travel Requirements: Occasional travel (5%-10% of the time)

Compensation and Pay Philosophy

The pay range for this role is either $136,024.00 – $187,033.00 for an Associate or $156,427.20 – $215,087.40 for a Vice President. This reflects the expected compensation for the position at the time of posting. The final offer will be based on factors such as the candidate’s experience, qualifications, geographic location, and internal equity, and may be higher or lower than the posted range. The pay range is subject to change in the future in accordance with applicable laws. EquiTrust is committed to fair and competitive compensation that considers individual and organizational needs.

Total Rewards

In addition to base pay, EquiTrust may, within its sole discretion and depending on relevant circumstances, criteria, and considerations at the time, grant eligible employees annual discretionary incentive bonuses. Eligible employees also have access to a competitive benefits package including:

  • Medical, Dental & Vision coverage
  • 401(k) with Company Match
  • Paid time off: Vacation, Sick, Holiday, and more
  • Paid Parental Leave for both Mothers and Fathers
  • Hybrid/Remote Work Options
  • Early Friday Closure

EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E‑Verify program. Applicants have rights under federal and state employment laws.

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Director, Actuarial Pricing & Insights
Arch Insurance Group Inc.
minneapolis, mn
Compensation: 130.000 - 180.000

Arch Insurance Group Inc. is seeking a Director Actuary to provide actuarial support and lead a team in the P&C Programs Insurance Business Unit. Responsibilities include analyzing portfolio profitability and developing strategies to enhance business health.

The ideal candidate will have P&C actuarial qualifications and strong programming skills, alongside excellent leadership and communication abilities. The position offers a competitive salary and substantial benefits, emphasizing growth and professional development.

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SALT Tax Senior Manager — Executive Leader, Multi-State
Geffen, Mesher & Company, Pc
portland, or
Compensation: 135.000 - 200.000
Geffen, Mesher & Company, PC is looking for a Tax Senior Manager to join their SALT team in Portland, Oregon. This position entails leading complex state and local tax engagements and managing executive-level client relationships. Candidates should have a Bachelor's degree in Accounting or related field, 7+ years of public accounting experience, and an active CPA license. The role also includes mentoring future leaders and ensuring compliance with relevant laws. Compensation ranges from $135,000 to $200,000 with various benefits, including medical insurance and generous PTO.
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CFO at SM Staffing Edison, NJ
SM Staffing
edison, nj
Compensation: 120.000 - 180.000

CFO job at SM Staffing. Edison, NJ.

Responsibilities

  • Oversee and approve all financial transactions
  • Accurate bookkeeping and financial record-keeping
  • Prepare year-end reports for tax professionals to file
  • Prepare monthly financial reports for investors
  • Communicate directly with investors regarding financial matters
  • Create quarterly and annual financial reports
  • Engage legal counsel when necessary
  • Full time availability

Qualifications

  • Must be a CPA or Jr. Accountant
  • Master level knowledge of QuickBooks is a must
  • 3+ years of prior job experience as a CPA, Jr. Accountant, or Bookkeeper
  • Cash advance industry experience is a plus

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Senior Tax Manager - Healthcare Solutions
HBK CPAs & Consultants
md
Compensation: 145.000 - 185.000
HBK CPAs & Consultants in Maryland is looking for a Tax Senior Manager for the Healthcare Solutions Group. The role requires over 8 years of public accounting experience with strong knowledge in corporate and individual tax. Responsibilities include providing innovative tax planning services, managing client relationships, and leading a team of associates. The position offers a competitive salary between $145,000 - $185,000 annually plus bonuses, and a flexible work environment to support work/life balance.
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Vice President, Finance and Chief Financial Officer (Oregon, Idaho, and California)
Saint Alphonsus
boise, id
Compensation: 150.000 - 200.000

Position Purpose

Provides financial stewardship and direction to the Trinity Health Regional Health Ministry (Oregon, Idaho, and California). The VP Finance, and Chief Financial Officer (CFO) is responsible for the integrity of all financial information and reporting. The position participates with other senior management to address, interpret, resolve and monitor a broad and diverse range of financial, operational and strategic issues. The VP, Finance and CFO contributes to the overall management of the RHM by driving key strategies and financial performance as a member of the Senior Leadership Team. Proactively works in a collaborative manner with other members of the Senior Leadership Team and with Trinity Health System Office and Unified Service Organizations to improve financial performance and attain strategic goals and objectives.

This position will be based at Saint Alphonsus in Boise, Idaho, with some travel required within the region as necessary to Trinity Health hospitals based in Oregon, Idaho, and California.

Essential Functions

Knows, understands, incorporates and demonstrates the RHM’s and Trinity Health mission, vision and values in leadership behavior, practices and decisions.

Functions as the business strategy partner for the Chief Executive Officer (CEO). In this role, the incumbent will provide direction and leadership in reviewing the organization’s financial affairs and actively pursuing identified strategies and opportunities for operational improvement.

Actively supports Trinity Health strategies for the creation and implementation of unified service organizations related to finance, serving as the Trinity Health advocate and client leader for operational integration (i.e. Treasury, Tax, Revenue Excellence, Unified Accounts Payable Organization, etc.). Drives accountability and partnership through engagement with RHM and USO leaders leveraging the USOs to gain the benefit of these organizations, driving transparency of information with System Office and USOs and seeking assistance from the USOs, System Office and other RHMs. With respect to financial statements, determine appropriate reserve levels in conjunction with the Trinity Health Revenue Excellence and Trinity Health Vice President/Director Financial Operations.

Communicates with and acts as staff to RHM governance including the Finance and Strategy Committee.

Communicates with and builds a strong collaborative relationship with the RHM medical staff. Participates in the Integrated Delivery System Councils.

Develops and oversees budgets which conform to the strategic and financial plans of the RHM and Trinity Health. Verifies the integrity of the operating budgets by measuring, projecting and analyzing variances and recommending appropriate action to senior leadership.

Communicates financial information to the RHM management. Reviews key financial indicators of volume, cost, productivity etc. on a weekly, bi-weekly and monthly basis with the Senior Leadership Teams, together with specific recommendations on how to improve these performance indicators. Works collaboratively with Senior Leadership to monitor daily indicators of activity to support proactive management of operations and cost control including productivity. Engages System Office Financial Operations on issues, discussing these and seeking assistance and resources as needed. Leads the operational efficiency analysis, planning and implementation work in collaboration with accountable operational leaders within the RHM.

Develops implements and oversees appropriate financial operating systems, processes, and controls that provide accurate and timely financial information, community benefit reporting and other external reporting. Coordinates with Trinity Health System Office Finance, Organizational Integrity & Audit Services and external auditors. Ensures appropriate internal controls exist and address any deficiencies noted. Oversees accurate and timely filing of Federal and State tax filings in coordination with the Trinity Health System Office Tax Department.

Monitors the RHM’s balance sheets including cash and debt positions and proactively manages capital spending to ensure it is within budget.

Proactively evaluates financial results by service line/program analysis and benchmarking to identify opportunities and provide substantive advice relative to improving financial performance. Develops tools to support employed physician Medical Group managers and service line leaders to proactively manage the balanced dashboard.

Proactively works with the Medical Group CEO to assure operational improvements and development of the Accountable Care Network. Identifies performance trends and future changes, analyzes the impact of these on financial operations, and drives change in operating decisions. Proactively engages with the CEO and other senior team leaders and management to ensure attainment of financial and strategic goals.

Identifies, evaluates and make recommendations on new business opportunities with a focus on growth.

Negotiates or provides input into business transactions, dealings and contractual arrangements including acquisitions, divestitures, joint ventures and physician relationships. The CFO or designee will review and advise on all RHM contracts.

Provides leadership for strategic financial and capital decision making. Coordinates, prioritizes, and leverages strategies and capital investments to maximum benefit across the region.

Analyzes strategic options and lead ROI analysis advising the CEO and other senior leadership on best strategic and financial direction. Drives the development of a strategic financial plan for the Region and acts as the key partner in strategic capital planning and prioritization of investments to ensure strong long term financial stewardship.

Proactively evaluates actual versus forecasted results of strategic capital investments, identifies reasons for variation and identifies changes needed to further improve results.

Responsible for direction, formulation and implementation of overall finance-related policies and objectives.

Responsible for adherence to Trinity Health financial policies and procedures and ensuring all financial practices are in compliance with applicable government and other regulatory agency requirements including generally accepted accounting principles.

Leads educational programs and provides coaching for region leadership, management and colleagues to strengthen clinical business competency. Ensures highly competent regional finance team through ongoing coaching, development plans, assessment of needs and talents and recruitment strategies.

Creates system development opportunities through discussion of team with System Office Financial Operations leadership on current talent, development plan and future organizational opportunities.

Actively participates in Trinity Health system-wide initiatives providing leadership, support and engagement to ensure successful assessment and implementation.

Maintains a working knowledge of applicable Federal, State and local laws/regulations; the Trinity Health Integrity and Compliance Program and Code of Conduct; as well as other policies and procedures in order to ensure adherence in a manner that reflects honest, ethical and professional behavior.

The CFO may be assigned responsibility for additional departments at the discretion of the CEO and with concurrence by Trinity Health Vice President Financial Operations.

Leadership Competencies

  • Mission Statement: We, Trinity Health, serve together in the spirit of the Gospel as a compassionate and transforming healing presence within our communities.
  • Core Values:
    • Reverence: We honor the sacredness and dignity of every person.
    • Commitment to Those who are Poor: We stand with and serve those who are poor, especially those most vulnerable.
    • Justice: We foster right relationships to promote the common good, including sustainability of Earth.
    • Stewardship: We honor our heritage and hold ourselves accountable for the human, financial and natural resources entrusted to our care.
    • Integrity: We are faithful to those we say we are.
    • Safety: We embrace a culture that prevents harm and nurtures a healing, safe environment for all.
  • Vision: As a mission-driven, innovative health organization, we will become a leader in improving the health of our communities and each person we serve. We will be the most trusted partner for life.
  • Promise Statement: We Listen. We Partner. We Make it Easy.
  • Our Actions:
    • Listen to understand.
    • Learn continuously.
    • Keep it simple.
    • Create solutions.
    • Deliver outstanding service.
    • Own and speak up for safety.
    • Expect, embrace and initiate change.
    • Demonstrate exceptional teamwork.
    • Trust and assume goodness of intentions.
    • Hold myself and others accountable for results.
    • Communicate directly with respect and honesty.
    • Serve every person with empathy, dignity and compassion.
    • Champion diversity, equity and inclusion.

Minimum Qualifications

A Bachelor’s degree in Business Administration, Accounting or Finance, or related field required. A Master’s degree or Certified Public Accountant (CPA) is strongly preferred. Healthcare Financial Management Association certification desirable.

Minimum of ten (10) years' experience in financial management with progressively increasing responsibility and a minimum of five (5) years' experience as CFO, controller or finance director in a hospital setting or complex service organization are required. Multi-hospital experience is strongly preferred with experience in working in a complex delivery system with a multi-specialty medical group.

Must possess knowledge of the healthcare environment and key issues associated with hospitals, ambulatory care and physician alignment, in addition to an in-depth knowledge of all aspects of healthcare finance and strategic financial planning.

Ability to work in a complex matrix reporting environment.

Excellent customer service orientation skills are necessary in order to deal effectively with various levels of region personnel, governance, physicians, patients and community groups.

Advanced analytical, business management and cost control skills are necessary to direct management of financial resources, determine needs for capital equipment, personnel, expense and revenue budgets.

Strong verbal and written communication skills, in order to effectively discuss financial issues and performance and to foster culture of both the Region and Trinity Health.

Strong leadership/influencing skills are required with the ability to work effectively within a system and influence others and achieve results.

Advanced interpersonal, management and organizational skills are necessary.

A personal presence which is characterized by a sense of honesty, integrity and caring with the ability to inspire and motivate others to promote the philosophy, mission, vision, goals, values and guiding behaviors of Trinity Health.

Must be able to operate effectively in a collaborative, shared leadership environment.

Physical and Mental Requirements and Working Conditions

Must be able to adapt to frequently changing work priorities.

Must be able to travel as needed to the various Trinity Health sites.

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

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Head of Accounting — Build Our Financial Core for AI Scale
HappyRobot
san francisco, ca
Compensation: 150.000 - 200.000
HappyRobot, a high-growth AI startup in San Francisco, is seeking a Head of Accounting. This role involves building the accounting function from the ground up, ensuring the accuracy of financial processes, and leading ERP selections. Ideal candidates will have 10-16 years of experience, operational insight, and a builder mindset. The position offers competitive compensation, including equity, and comprehensive benefits. Join a talented team to make a significant impact in AI-driven business solutions.
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Internal Audit Manager, Vice President - Commercial Investment Banking
JPMorgan Chase
jersey city, nj
Compensation: 137.750 - 200.000

Join a high-visibility Markets Audit team where you will work directly with Front Office stakeholders and help strengthen governance and operational excellence. You will gain exposure to Market Equities and deliver audit work that drives a strong control environment.

As a Vice President in the Commercial & Investment Banking Audit team, you will lead and execute risk‑based audit coverage across Market Equities and related activities. You will partner with Front Office, Technology, Data Analytics, and global Audit colleagues to assess key risks and evaluate the control environment. You will communicate insights clearly, present results to senior leaders, and help drive improvements that strengthen governance and operational resilience.

Job Responsibilities

  • Lead and execute audit activities (e.g., audits, regulatory validations, risk assessments), delivering high‑quality work on time.
  • Partner with Front Office stakeholders to understand business activities, identify key risks, and assess the control environment.
  • Collaborate with global Audit colleagues and partners across Technology, Data Analytics, regional teams, and lines of business.
  • Apply risk‑based judgment to evaluate controls, document conclusions, and finalize audit findings and ratings.
  • Communicate audit results, insights, and recommendations to senior management in clear, actionable terms.
  • Monitor regulatory developments, industry trends, and emerging risks to inform audit coverage and perspectives.
  • Contribute to a culture of integrity, inclusion, continuous learning, and high performance through active teamwork.

Required Qualifications, Capabilities, and Skills

  • 7+ years of internal/external audit experience or relevant financial services business experience.
  • Bachelor's degree or equivalent practical experience in financial services.
  • Strong project leadership and teamwork skills, with ability to manage deliverables across multiple stakeholders.
  • Knowledge of internal controls and ability to assess business and technology risks.
  • Strong analytical skills, including ability to identify control gaps and assess impact and root cause.
  • Excellent written and verbal communication skills, including experience presenting complex issues to senior leaders.
  • Self‑directed and adaptable, with ability to operate effectively in a fast‑paced, changing environment.

Preferred Qualifications, Capabilities, and Skills

  • Professional certification (CPA, CIA) or finance/accounting background with willingness to pursue certification.
  • Experience working as part of a global team across regions and time zones.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Jersey City, NJ $137,750.00 - $200,000.00 / year

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Tax Director - M&A
3M
mn
Compensation: 160.000 - 200.000

Tax Director – M&A

As the Tax Director – M&A, you will serve as the strategic tax advisor for all mergers, acquisitions, divestitures, joint ventures, and strategic investments. You will lead a small team responsible for managing external advisors, collaborating with cross‑functional teams, and designing tax‑efficient transaction structures to maximize value and minimize risk. The position requires a high level of autonomy in day‑to‑day decision making while maintaining close communication with other tax stakeholders on the impact of M&A to 3M’s global tax positions.

  • Deal Structuring: Develop and execute tax‑efficient structures for domestic and international acquisitions, dispositions, and restructurings.
  • Due Diligence: Lead the tax acquisition and disposition due diligence process, including identifying, quantifying, and mitigating historical and structural tax risks.
  • Transaction Documentation: Review and negotiate tax representations, warranties, indemnities, and covenants in purchase agreements.
  • Post‑Acquisition Integration: Own the tax integration of acquired entities, including aligning accounting methods and legal entity rationalization.
  • Collaboration: Partner closely with the global tax organization and other functions such as Corporate Development, Legal, Treasury, and Finance teams throughout the deal lifecycle.
  • Modeling & Valuation: Quantify tax attributes, such as net operating losses (NOLs) and tax basis, to incorporate into financial models.
  • Advisory Management: Manage external tax advisors, specialized legal counsel, and valuation experts to ensure timely deliverables.
  • Structuring and Planning: Work with other members of the Tax organization to develop and implement internal planning projects.

Qualifications

  • Bachelor’s degree or higher in Accounting or Tax (completed and verified prior to start).
  • Ten (10) years of corporate tax or accounting experience in a private, public, government, or military environment.
  • Five (5) years of experience with M&A tax, including due diligence and structuring.
  • Deep knowledge of Subchapter C, Subchapter K, and international tax principles related to transactions.
  • Proven experience managing complex, multi‑jurisdictional buy‑side and sell‑side transactions.
  • Strong analytical, problem‑solving, and communication skills, with the ability to network across functions within 3M.
  • Experience in international tax and/or tax planning with an ability to model scenarios.
  • In‑house experience running a tax M&A function, including leading due diligence, step‑plan development, execution, and tax‑specific contract negotiations.
  • Strong understanding of income tax concepts, including M&A and foreign issues impacting U.S. taxpayers.
  • Ability to work independently on tax research projects and document findings in collaboration with senior tax team members.
  • A highly reliable self‑starter with excellent verbal and written communication skills, detail‑oriented, and able to work on time‑sensitive issues under strict deadlines.
  • Exhibit sense of urgency to drive effective change.

Work Location

  • This role follows an on‑site working model, requiring the employee to work at least four days a week at the 3M Center in Maplewood, MN; Washington, DC; or Austin, TX.

Travel

May include up to 20% domestic/international travel.

Relocation

Relocation is not authorized.

Legal Notice

Must be legally authorized to work in the country of employment without sponsorship for employment visa status (e.g., H1B status).

EEO Statement

3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.

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Chief Financial Officer
HireUp Leadership
pinehurst, nc
Compensation: 150.000 - 200.000

An exciting opportunity to join a highly respected, physician-led multi-specialty medical group serving a growing region in North Carolina. This organization is seeking a strategic and collaborative Chief Financial Officer to oversee financial operations and support the continued growth of a well-established practice known for delivering exceptional patient-centered care. With more than 160 providers across 16 locations, the organization has built a strong reputation for clinical excellence and was recently recognized by Becker's Healthcare as one of the 2024 Top Places to Work in Healthcare.

Highlights

  • Executive leadership role supporting a well-established physician-led medical group with more than 160 providers across 16 locations.
  • Opportunity to partner closely with executive leadership and physicians to support strategic growth and operational excellence.
  • Oversight of financial strategy, budgeting, revenue cycle, and long-term financial planning for a growing multi-specialty organization.
  • Organization recognized by Becker's Healthcare as one of the 2024 Top Places to Work in Healthcare.
  • Located in a highly desirable North Carolina community known for its quality of life, safety, and outdoor lifestyle.

Requirements

  • Bachelor's degree in Finance, Accounting, Business Administration, or related field required; Master's degree preferred.
  • Must have progressive financial leadership experience in healthcare within a multi-specialty medical group, physician enterprise, or healthcare system.
  • Strong background in financial planning, budgeting, forecasting, and revenue cycle management.
  • Demonstrated experience partnering with executive leadership and physicians to support strategic initiatives and operational performance.
  • Ability to lead and develop finance teams while supporting organizational growth and financial sustainability.

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Director, Energy & Infrastructure - Liberty Mutual Investments
Liberty Mutual Investments
new york, ny
Compensation: 150.000 - 200.000

The Company

Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group. With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long‑term capital globally. The team of nearly 300 investment, finance, and operations professionals is located in Boston, MA, and New York, NY.

Our purpose is to drive economic growth, build enduring businesses side‑by‑side with our partners, and generate superior risk‑adjusted returns that secure Liberty’s promises.

Position Overview

The Energy & Infrastructure (E&I) strategy invests holistically across the infrastructure landscape—including real asset, services, and technology opportunities spanning power, midstream, energy transition, digital, transportation, utilities, and products. The team’s mandate is to deliver compelling, risk‑adjusted returns with strong downside protection and significant upside potential.

This hire will be a deal captain leading sourcing, execution, and portfolio management across a variety of transaction types. As a senior member of the team, the director will drive E&I’s future growth and investment strategy.

Responsibilities

  • Lead value‑add infrastructure equity transactions, focusing on directs, co‑investments, and fund and platform opportunities.
  • Lead all aspects of deal execution, including sourcing, underwriting, due diligence, structuring, management of the investment committee process, legal documentation, and asset management.
  • Manage multiple projects simultaneously.
  • Collaborate with external partners and LMI’s legal, asset allocation, risk, and accounting & operations teams to develop customized investment opportunities and strategic partnerships.
  • Engage with external counterparties and market participants to enhance E&I’s presence in the space.
  • Drive robust relative value discussions across the organization to generate optimal risk‑adjusted returns for the overall portfolio.
  • Promote a culture of collaboration and work cross‑functionally to add value across the organization.
  • Pursue the development of technology, data, and analytics needed to support the role.
  • Develop and train junior team members, most of whom are based in Boston.

Qualifications

  • 10+ years of experience in private equity infrastructure investments, including sourcing, structuring, execution, and management of complex transactions.
  • Deep experience underwriting investments with an ability to identify risks, opportunities, and mitigation strategies.
  • Proven investment track record with experience leading and overseeing a range of investments across sectors.
  • Experience managing deal teams and external constituents.
  • Extensive network of investors, management teams, and advisors across the infrastructure landscape.
  • Experience working from initial business plan review through execution.
  • Strong organizational skills and ability to work collaboratively across teams and business units.
  • Exceptional communication, presentation, and interpersonal skills.
  • High‑performing team player with willingness to be flexible and take on additional responsibilities as needed.
  • Expectation that the director will be present in the office three days a week and be willing and able to travel as required if not Boston‑based.

About Us

At Liberty Mutual, we strive to create a workplace where everyone feels valued, supported, and can thrive. Our culture embraces inclusion and encourages diverse perspectives. We offer comprehensive benefits, workplace flexibility, professional development opportunities, and support through our Employee Resource Groups. We value your hard work, integrity, and commitment to making things better, and we prioritize people through benefits that support life and well‑being. To learn more about our benefits, visit

Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran’s status, pregnancy, genetic information, or any other basis prohibited by federal, state, or local law.

Fair Chance Notices

  • California
  • Los Angeles Incorporated
  • Los Angeles Unincorporated
  • Philadelphia
  • San Francisco

Pay Philosophy

Compensation is based on skills, experience, education, certifications, and location. The total salary range reflects the competitive labor market value nationwide and provides opportunity for growth. Some roles may include commission or bonus earnings, which vary according to the compensation plan for the position.

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Senior Actuary (FSA) - Annuity Rate Setting
Pacific Life Insurance Company
newport beach, ca
Compensation: 167.670 - 204.930

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

Pacific Life is seeking a Senior Actuary (FSA) to join our Annuity Rate Setting team within the Consumer Markets Division . In this role, you will help own and execute annuity rate actions that directly influence sales outcomes, profitability, and risk. This role is hybrid, based out of Newport Beach, CA or Omaha, NE.

You’ll support the end‑to‑end execution and evolution of annuity rate management, partnering closely with Sales, Investments, Hedging, Finance, and Risk to balance competitiveness with long‑term financial discipline.

This is a hands‑on, judgment‑driven position for an actuary who wants meaningful ownership of decisions - not just process execution - and clear visibility into how actuarial work impacts business results. Success in this role is reflected in timely, well‑supported rate actions that balance competitiveness, profitability, and risk.

How you’ll help move us forward:

Rate Setting & Financial Execution

  • Execute and oversee recurring annuity rate‑setting activities with accuracy, discipline, and strong controls
  • Analyze movements in returns and profitability, clearly explaining key drivers and implications
  • Support asset, duration, and yield alignment in partnership with Investments and Risk
  • Apply strong reasonability checks and professional judgment to validate results

Sales Alignment via Rate Management

  • Partner with Sales to ensure rate actions align with sales goals through a clear rate management strategy
  • Frame rate recommendations around tradeoffs between competitiveness, profitability, and risk
  • Translate actuarial results into clear implications for sales outcomes and market positioning

Analysis, Ownership & Influence

  • Investigate moderately complex issues and develop pragmatic, well‑reasoned recommendations
  • Explain downstream financial and business impacts of rate and assumption changes
  • Present clear, decision‑ready insights to leadership to support rate actions
  • Provide peer review and technical guidance to support consistent, high‑quality actuarial output

Process Discipline & Stakeholder Partnership

  • Own components of the rate‑setting process, not just individual tasks
  • Identify and implement process, methodology, and automation improvements
  • Maintain strong documentation and control discipline around rate‑setting decisions
  • Communicate clearly with both technical and non‑technical stakeholders and proactively manage expectations

The experience you bring:

  • FSA required (Fellow of the Society of Actuaries)
  • 6+ years of actuarial experience, with a strong preference for annuities, pricing, rate management, or related areas
  • Bachelor’s degree in Actuarial Science, Mathematics, Statistics, Finance, or a related quantitative field
  • Ability to work independently with data using SQL and modern analytics or BI tools (e.g., Python, Tableau, or Power BI) as part of day‑to‑day decision‑making
  • Demonstrated ability to apply sound judgment in ambiguous or imperfect situations
  • Clear, concise communicator able to explain “what changed, why, and what it means”
  • Ownership mindset with accountability for outcomes

What makes you stand out:

  • Experience aligning actuarial outcomes with sales objectives through rate management
  • Comfort balancing competitiveness and profitability under real constraints
  • Track record of improving or modernizing actuarial processes

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$167,670.00 - $204,930.00

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we’ve committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

  • Prioritization of your health and well‑being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are

We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

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Deputy CFO, Health Finance & Actuarial Ops
MetroPlusHealth
new york, ny
Compensation: 150.000 - 200.000

MetroPlusHealth is searching for a Deputy Chief Financial Officer in New York City to oversee all financial operations, including budgeting and regulatory reporting. This role requires a Bachelor's Degree and at least 8 years of leadership experience in health insurance financial operations.

The ideal candidate will lead financial strategy for commercial and governmental health products, ensuring compliance and accuracy in financial practices.

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Director, Financial Operations - Core Physician Services
Beth Israel Lahey Health
exeter, nh
Compensation: 150.000 - 165.000

Job Description

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives.

Participates and supports strategic planning for Core Physician Services in concert with Exeter Hospital goals that contribute toward market growth, revenue enhancement, cost containment and maximizing productivity. Establishes an integrated financial plan of operation (short and long term) compatible with Exeter Hospital as well as enterprise wide objectives. Responsible for the development and management of the annual operating plan, capital plan and forecasting for Core Physician Services.

Primary Responsibilities

  • Interact proactively and collaboratively with executive leadership teams on a regular basis.
  • Lead the budget and resource planning process including, but not limited to, the annual planning cycle, periodic forecasting, and scenario analysis, in conjunction with ad-hoc analytics and initiatives for the various business segments.
  • Build clear, accurate and reliable predictive forecast modeling for multiple functional areas.
  • Review historical data, analyze and explain budget variances.
  • Liaise with Operations and Finance to obtain a detailed understanding of the annual budget, monthly reporting information and forecast, and identify strategic opportunities and/or risks.
  • Analyzes capital and business plan requests, reviews the financial impact of these requests, including, but not limited to, internal rate of return, net revenue impact, etc.
  • Coordinate, prepare and analyze quarterly and annual rolling forecasts and prepare reporting on actuals vs. budgeted results, including additional ad-hoc analysis on results.
  • Under the direction of the Chief Financial Officer, leads and coordinates all financial planning activities, including accounting, budgetary, audits and other financial planning activities within the organization.
  • Work with the President and VP of Operations at Core Physician Services, CFO of Exeter and FP&A Support Services to assist in the development of a strategy and plan which includes strategic and transformational projects to drive continual automation and work reduction tools and processes to support effective, and accurate financial planning across the company.
  • Provide high quality and timely analytical support for projects, strategic initiatives, and other ad-hoc requirements.
  • Interfaces with the Decision Support Services (DSS) department in the development of departmental cost standards. Actively utilizes the DSS system in the evaluation of clinical service line profitability analysis.
  • Has the responsibility to lead and support managers and directors in developing and improving operations to create optimal performance levels.
  • Has full responsibility for planning, monitoring and managing entity budget. Direct Reports: 1-2.

Required Qualifications

Bachelor's degree in Business, Finance, or Accounting required. Master's degree in Business Administration or equivalent industry training and experience preferred.

More than 10 years’ related work experience required in Financial Planning & Analysis, Healthcare Management, and/or Strategic Planning required with progressively increasing responsibility and scope. 1-3 years’ supervisory/management experience required.

Advanced proficiency in Microsoft Excel and financial reporting and budgeting systems; Axiom experience is a plus; experience with Tableau preferred. Advanced modeling skills required.

Advanced skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint or Access and other web-based applications. May produce complex documents, perform analysis and maintain databases.

Competencies

  • Decision Making: Ability to make decisions with significant, broad implications for the management and operations of a major department or multiple departments. Participates in decisions on overall strategy and direction of the organization.
  • Problem Solving: Ability to address problems that are highly varied, complex and often non-recurring, requiring staff input, innovative, creative, and Lean diagnostic techniques to resolve issues.
  • Independence of Action: Ability to set direction and vision for major departments or multiple departments. Establishes priorities, develops policies and allocates resources.
  • Written Communications: Ability to communicate complex information in English effectively in writing to all levels of staff, management and external customers across functional areas.
  • Oral Communications: Ability to verbally communicate complex concepts in English and address sensitive situations, resolve conflicts, negotiate, motivate and persuade others.
  • Knowledge: Ability to demonstrate broad and comprehensive knowledge of theories, concepts, practices and policies with the ability to use them in complex and/or unprecedented situations across multiple functional areas.
  • Team Work: Ability to lead collaborative teams for larger projects or groups both internal and external to the Medical Center and across functional areas. Results have implications for the management and operations of multiple areas of the organization.
  • Customer Service: Ability to lead operational initiatives to meet or exceed customer service standards and expectations in assigned unit(s) and/or across multiple areas in a timely and respectful manner.

Pay Range

$150,000.00 USD - $165,000.00 USD

The pay range listed for this position is the annual base salary range the organization reasonably and in good faith expects to pay for this position at this time. Actual compensation is determined based on several factors, that may include seniority, education, training, relevant experience, relevant certifications, geography of work location, job responsibilities, or other applicable factors permissible by law.

As a health care organization, we have a responsibility to do everything in our power to care for and protect our patients, our colleagues and our communities. Beth Israel Lahey Health requires that all staff be vaccinated against influenza (flu) as a condition of employment.

Equal Opportunity Employer/Veterans/Disabled

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Strategic CFO for Global Manufacturing & Growth
Conn Selmer, Inc.
elkhart, in
Compensation: 150.000 - 200.000
A leading musical instruments manufacturer in Elkhart, Indiana is seeking an experienced Chief Financial Officer (CFO) to lead the financial strategy for a global business. The successful candidate will have 7-10 years of experience in a manufacturing environment and possess a CPA certification. Responsibilities include overseeing financial reporting, managing fiscal information, and advising the executive team on financial matters. Strong leadership skills and expertise in cash flow and inventory management are essential for success in this high-impact role.
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Vice President, Investment Banking
Carter Morse & Goodrich
new york, ny
Compensation: 150.000 - 200.000

Carter Morse & Goodrich (CMG) is a middle-market investment bank specializing in sell-side M&A advisory services exclusively for family-owned and founder-led businesses pursuing their once-in-a-lifetime transaction. We are dedicated to delivering results that exceed expectations for our clients through a highly tailored and relationship-driven approach. Our team combines deep technical expertise with a high-touch advisory model rooted in trust, curiosity, and collaboration. We live and operate each day by our core values; Run Through Walls, Insatiable Curiosity, Humble Confidence, Engages Personally, and Team Player, which serve as guiding principles in how we support our clients and work together as a firm.

CMG currently specializes in the below verticals:

  • Manufacturing (especially aerospace & defense, metal processing and niche manufacturing)
  • Specialty B2B Services (facility services, landscaping, fire & life safety, and marketing services)
  • Consumer Products (hard goods, sports equipment, household products, and CPG)
  • Food & Beverage (ingredients, packaged goods, and non-alcoholic beverages)
  • HVAC (residential & commercial equipment, distribution, installation and services)
  • We specifically do not consider technology, software, healthcare or other technology dependent industries

Who you are:

The Vice President will play a critical leadership role in executing transactions and managing client relationships. This individual combines strong technical investment banking expertise with a high-touch, client-centric approach. The ideal Vice President brings experience working in one or more of our target verticals. This candidate is intellectually curious, highly accountable, and thrives in a collaborative, fast-paced environment while mentoring junior team members and contributing to business development.

Key Responsibilities:

  • Lead execution of M&A transactions in partnership with Managing Directors and Partners
  • Manage the development of client-facing marketing materials, including pitch books and confidential information memoranda
  • Build and oversee complex financial models and valuation analyses
  • Analyze financial statements and perform accounting and operational due diligence
  • Conduct industry research and company-specific analysis to support transaction strategy
  • Serve as a primary point of contact for client management teams and investor counterparties
  • Coordinate diligence processes with third-party advisors, including accountants, attorneys, and consultants
  • Drive and support business development initiatives, including sourcing and pitching new opportunities
  • Oversee deal timelines, workflows, and deliverables to ensure successful transaction execution
  • Mentor, manage, and develop junior banking team members

Requirements & Qualifications:

  • Bachelor’s degree or equivalent experience in finance, accounting, economics, or a related field. An MBA is preferred but not required.
  • 7-10 years of direct transaction experience in M&A / private equity or related fields of accounting, finance, transaction services and commercial lending
  • Currently hold FINRA SIE, Series 63 and Series 82 or 79
  • Excellent verbal and written communication skills
  • Strong quantitative and analytical skills
  • Exceptional problem-solving capabilities
  • Strong organization and time management skills
  • Ability to work on multiple projects simultaneously under pressure
  • Demonstrated ability to successfully manage and inspire colleagues and direct reports

Compensation and Benefits:

  • Compensation package includes competitive Base + Bonus + Commission
  • 401k and Profit Sharing retirement plans
  • Enjoy a better work/life balance – we work hard but family comes first
  • Opportunity to get more involved in your local community

The Vice President may be located out of any of our locations including Southport, CT, Garden City, NY or Providence, RI.

Carter Morse & Goodrich is an equal opportunity employer committed to building a diverse and inclusive workplace. We welcome applicants of all backgrounds and experiences and believe that diverse perspectives strengthen our team and enhance the outcomes we deliver to our clients.

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Senior Actuary - Pricing & Risk Analytics
At-Bay
san francisco, ca
Compensation: 150.000 - 185.000
A leading InsurSec provider in San Francisco is seeking a Senior Actuary to join their Pricing team. In this role, you will develop pricing models for liability products and collaborate with various teams to support product implementation. You will utilize your actuarial expertise to analyze internal data and contribute to business decisions. The position offers a competitive salary range of $150,000 to $185,000 annually, emphasizing a commitment to innovative risk management and teamwork.
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Remote Senior Tax Manager - Provision & Compliance Lead
Brilliant®
il
Compensation: 150.000 - 200.000
A leading financial services firm is seeking a Senior Tax Manager to support tax provision and compliance activities. This remote role, ideally for candidates near Chicago, offers a compensation range of $150,000 to $200,000 plus bonus. The selected candidate will oversee federal and state tax audits, manage a team of tax professionals, and improve tax operations. A Bachelor's degree in Accounting, CPA certification, and 7+ years of experience in corporate tax are essential requirements.
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Senior Actuary (FSA) - Life Projections
Pacific Life Insurance Company
newport beach, ca
Compensation: 167.670 - 204.930

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.

We’re actively seeking a talented Senior Actuary to join our Enterprise Actuarial Life Projections Team. This role is on-site 4 days per week and work from home 1 day per week in Newport Beach, CA, Omaha, NE, or Charlotte, NC. If you are not currently located near one of our offices, we offer comprehensive relocation assistance.

Responsibilities

  • Support Economic Valuation/Economic Capital calculations as part of the enterprise economic framework.
  • Support Asset Adequacy Analysis including Cash Flow Testing projections, preparation of the Actuarial Opinion and Memorandum for multiple legal entities.
  • Support other regulatory projection requirements including AG38 8C, RBC C3P1, etc.
  • Provide support for audit requests and interface with auditors, state regulators and examiners as necessary.
  • Oversee the model input data management including the inforce liability data, the inforce asset data and the economic scenarios.
  • Support finance transformation projects, including Prophet implementation.
  • Support and comply with all Model Risk Management initiatives and standards, including model risk, model documentation, and other best practices guidelines.
  • Develop analytic tools to help explain the modeled results and movement from prior periods.
  • Implement process improvements, automation, and efficiencies where applicable.
  • Develop junior actuarial professionals by providing insight, guidance and oversight. This includes setting and communicating clear objectives and expectations, providing stretch assignments based on their skills, providing knowledge transfer, coaching and support.
  • Communicate effectively with various audiences and be able to explain complex modeling issues in language appropriate for the audience. This ranges from teaching new hires to presenting to senior management.
  • Foster collaboration, manage expectations, and effectively communicate project updates, milestones, and risks.

Qualifications

  • Bachelor’s in actuarial science, finance, mathematics or related field or equivalent work experience.
  • FSA with 6+ years actuarial experience OR ASA with additional years of experience.
  • Ability to work independently and collaboratively as part of a team, and to manage long‑term projects.
  • Demonstrated leadership, organizational, and interpersonal skills.
  • Judgement, resourcefulness, and ability to distill complicated issues into something more manageable.
  • Excellent written/verbal communication skills with the ability to present complex information in a clear and concise manner to various audiences, including senior management.
  • Excellent analytical, problem‑solving, and decision‑making skills.
  • Solid experience with actuarial modeling software, MG‑ALFA or Prophet a plus.

What makes you stand out

  • Previous experience managing/coaching junior staff.
  • Working knowledge of life insurance products.
  • Highly organized and delivery focused.

Benefits

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.

  • Prioritization of your health and well-being including Medical, Dental, Vision, and a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents.
  • Generous paid time off options including Paid Time Off, Holiday Schedules, and Financial Planning Time Off.
  • Paid Parental Leave as well as an Adoption Assistance Program.
  • Competitive 401(k) savings plan with company match and an additional contribution regardless of participation.

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

$167,670.00 – $204,930.00

EEO Statement

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

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Senior Tax Manager
Brilliant®
il
Compensation: 150.000 - 200.000

Overview

Senior Tax Manager | $150,000 to $200,000 + Bonus | Remote (Must be near Chicago)

This role will be a key contributor within the tax function, supporting both tax provision and federal and state compliance activities. The position requires strong technical tax accounting expertise, along with the ability to stay organized, communicate effectively, and operate both independently and collaboratively. The ideal candidate is proactive, detail oriented, and comfortable navigating a dynamic environment.

Responsibilities

  • Prepare quarterly and annual tax provision calculations, including related disclosures
  • Oversee the preparation and review of federal and state income tax returns
  • Lead federal and state tax audits and serve as the primary point of contact with tax authorities
  • Identify and implement process improvements, including leveraging technology to enhance efficiency, data accuracy, and automation within tax operations
  • Manage, mentor, and develop a team of tax professionals

Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field
  • CPA certification
  • 7+ years of corporate tax experience, including a mix of public accounting and/or industry experience
  • Strong technical knowledge of ASC 740 and U.S. federal tax regulations
  • Ability to operate independently while collaborating effectively across teams
  • Self-motivated with the ability to prioritize and execute in a fast-paced, evolving environment

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Investment Banking - TMT Equity Capital Markets - Senior Vice President/Junior Executive Director
JPMorganChase
san francisco, ca
Compensation: 150.000 - 200.000

Job Summary

As a Vice President in Equity Capital Markets, TMT team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.

Job Responsibilities

  • Acting as the primary day‑to‑day client point of contact and lead banker on deals
  • Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
  • Refining marketing/execution materials for maximum client impact
  • Overseeing the creation of financial projection models
  • Identifying and managing all risks in a given deal
  • Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
  • Leading client negotiations, Q&A process and management interviews

Required qualifications, capabilities, and skills

  • Prior work experience in an investment banking front office role.
  • Experience in training junior bankers
  • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
  • Very strong quantitative and analytical skills (including Excel modelling and valuation work)
  • Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
  • Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
  • Ability to comfortably interact with clients in a professional and mature manner
  • Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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