25 jobs found

Job description   a. Solid understanding of Veeva CRM business process b. 10+ year of experience in Salesforce ecosystem as business analyst and 5+ years implementation experience in Veeva CRM c. 5+ years of experience in Pharma domain d. Strong understanding and experience in implementing various CRM functional areas:  Territory Alignment, KAM, Customer Management, CLM, KOL Management, Events Management, Sample Management, Order Management, Multi-Channel Content, Target List/ Cycle Plan, ToT Management, Veeva specific modules (Approved Email, Engage, Co-Browse, Veeva Network) e. Experience in Agile working model and tools like JIRA and RALLY f. Work with all stakeholders to clearly understands all existing processes and do gap analysis for the region specific requirements g. Closely work with the Business champion and users to understand, document, and analyze the requirements and convert it into a well-defined user story with clear acceptance criteria h....

Job description   Under general supervision, responsible for verification, settlement, and life cycle event processing related to client transactions. The Middle Office Asset Servicing function is responsible for security master management, corporate actions and entitlement tracking, OTC derivatives, fixed income and foreign exchange trade processing, trade capture, clearing and settlement, end of day trade match, trade fail management, expiration services and break resolution.   1. Affirms OTC trades from prior trade date. 2. Ensures timely receipt of electronic-based OTC confirmations from trading counterparties. 3. Ensures accuracy of transaction agreements and modifications. 4. Assists swap confirmation team in covering all OTC products such as total return swaps, equity options, structured equity products, convertible bond options, credit defaults and fixed income products. 5. Manages the settlement of swap cash flows associated with OTC products,...

Job description   Cash Management Senior Analyst, HFS  Summary of the positions responsibilites    Overview: The successful candidate is a mature self-starter with an entrepreneurial spirit and team focus and is able to function independently in a fast-paced, dynamic and demanding environment. This person is proactive in resolving conflict and demonstrates exemplary follow-through. He/she adds value by working on a number of simultaneous tasks/projects with minimal supervision while paying special attention to detail. The ideal candidate is an effective communicator and works well with clients and partner areas.  A familiarity with Hedge Fund structures, investment products and/or Cash Management is extremely beneficial.   Responsibilities: Manage the daily processing of cash flow requests by clients. This includes: Ensuring proper AML checks have been performed on the instruction, ensuring all required approvals have occurred,...

Job description Job Description:  Analyst, Global Clearing and Settlements Department:     Clearing & Settlements, Global Operations   Summary:   The job working on a team for Northern Trust Hedge Fund Services, a Global fund administrator, specializing in administering assets of complex hedge funds. The position requires good experience and back ground in financial markets and back office functions   Key Duties and Responsibilities: Perform and oversee all processes related to daily trade break resolution for equity products - stocks, bonds, warrants as well as listed options and futrues. Liaison between clients' trading desks, prime brokers, exchanges and counterparties to ensure efficient resolution of breaks and open reconciling items to guarantee timely settlement. Monitor trade posting process and upload trades to prime brokers Resolve fails with Prime Brokers after settlement date, by working with...

Job description Key Responsibilities:   DEBT AND CAPITAL MARKETS Lead responsibilities related to debt issuance activities, including revolver and ABS facilities, commercial paper, term loans Support sustainability financing opportunities Prepare market analyses and debt forecasts Monitor debt covenants, run tests to ensure compliance, and prepare monthly executive reports Responsible for all debt maturities, lease buyout dates, ABS Investor Reports, and various debt related executive presentations Work with multiple business units to issue required letters of credit and monitor quarterly expenses Responsible for all debt agreement documentation   PENSION INVESTMENTS Prepare monthly investment reports for various pension plans; monitor performance to ensure investment managers follow this company's guidelines. Recommend investment allocation changes to comply with this company's de-risking strategy Monitor cash accounts to...

Job description Essential Job Functions:  Develop and continue to refine a business strategy and execution plan for BSRO pricing, a business unit that targets-approximately $4B in annual revenue Create and manage BSRO pricing council of Senior BSRO leadership to ensure team is aligned on pricing strategy and implement appropriate operational controls Lead the partnership between the category management and pricing teams on pricing decisions and recommendations through providing the required analysis, insights and prioritization required to drive data-based decisions that are consistent with the BSRO pricing strategic objectives Oversee and implement the strategy, controls, monitoring and change management required to manage BSRO discretionary discounting Oversee and maintain the required change management and strategy required to transition from geographical pricing to store specific/zone pricing Lead implementation, change management and...

Job description The Outside Account Executive will support payments sales for a local community banks partner, while strengthening relationships within their branches, increasing revenue through new sales and lead flow.   Key Responsibilities: Schedule and perform face to face customer sales calls and branch visits Exceed sales quotas and pipeline goals Enter and update opportunities into CRM daily Establish relationships with branch management and personnel Generate non-bank leads, sales and referral sources Identify new revenue opportunities within market Perform customer needs analysis and provide solutions Present pricing and contracts to customers Participate in branch and manager meetings Proactively provide bank partner with this company and industry updates and product innovations Assemble and provide reporting and forecasts to management on a regular basis   Core Competencies: Ability to effectively...

Job description   Responsible for managing client relationships for Hedge Fund Services clients. Utilizes knowledge of Hedge Fund Services to provide clients with information and suggestions to add value to the relationship. Identifies opportunities to cross-sell products generating additional revenues.   1. Manages client relationships for Hedge Fund Services clients. 2. Ensures overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue-resolution, and effectively communicating client concerns/needs to partners. 3. Develops complete understanding of client's business, objectives, goals and market challenges, and ensures bank relationship plan is consistent. 4. Cultivates strong working relationships with client contacts. Demonstrates ability to add value by anticipating possible solutions and partnering with client to implement. 5. Educates client on emerging issues, bank products and...

Job Description: The OTC Sr. Consultant is responsible for the verification, settlement, life cycle event processing and break resolution related to all client OTC transactions. In addition, the Sr. Consultant is responsible for the affirmation/confirmation of all OTC trade types on electronic platforms and/or on paper as well as the completion of requested amendments related to all client OTC trade bookings.   Major Duties: Affirmation/Confirmation of all OTC trades on electronic platforms or on paper where required Manage the settlement of swap cash flows associated with OTC products, including unwinds, fees, resets, and premiums Assist in proper operational reflection of OTC trades Review booking of corporate actions and dividends/coupons to ensure accurate position and p/l attribution Efficiently identify and resolve transaction discrepancies between client and swap counterparties. Liaison between trading desk, control groups and counterparties to...

Job description Summary The Consultant is responsible for leading the IMPACT Program; one of this company's foremost recruiting and on boarding programs. Over 70 new partners, in less than 5 years, have started their careers through the IMPACT program, which has since been has been replicated throughout the organization.  This high-profile position, partners with recruiting to ensure interview super days are filled with a diverse population of candidates. Additionally, they will network with individuals across IOO and the NT organization to successfully on board and train the new team; preparing them for their new career within Investment Operations Outsourcing. The Candidate will also be responsible for reviewing training material and identifying areas of improvement in the program solutions and assisting the IOO Trade team with ad hoc projects.   Major Duties Partner with recruiting to ensure a diverse population of candidates Coordinate Super...

Job description GAAPS Alternatives | Vice President NAV Oversight | Wilmington   Elevate your career by joining the world's largest asset manager! Thrive in an environment that promotes positive relationships and recognizes outstanding performance! We know you want to feel valued every single day and be recognized for your contribution. At this company we strive to empower our employees and actively engage your involvement in our success. With over USD $6 trillion of assets we have an outstanding responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home and improve their financial well-being.   This company is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. Team...

Job description   Responsible for fund administration activities for Hedge Fund Services clients. The Fund Administration group for HFS is responsible for providing hedge fund clients with monthly NAVs and financials, annual draft financials and annual tax and audit support. Technical expert without management responsibilities, seen as key advisors on business decisions. Consistently displays a balanced, cross-functional perspective, liaising with the rest of the business to improve efficiency, effectiveness and productivity.   1. Review of monthly fund and business entity closing summaries.   2. Report and analyze financial data to be disseminated to our clients and their investors.     3. Close monthly books and records of the funds to general final performance figures.   4. Interact with clients and other Hedge Fund Services teams to obtain understanding of funds’ activities.   5. Prepare financial statements for funds.  ...

Job description   The proposed Business Finance and Controller ("BFC") role will support daily control functions for the Origination & Lending desk within the Global Mortgages and Securitized Products (GMSP) line of business.  Coverage will span across multiple products including asset backed lending, commercial real estate securitization and Wholesale Lending to non-bank originators.    Main responsibilities of the Product Controller can include: (1) Daily Balance Sheet analysis and commentary, P&L substantiation to market events, significant transaction review (2) Monthly close functions, processing of journal entries, accounting adjustments, reconciliations, reserve and valuation adjustment calculations (3) Partner with Trading Desk, Trade Support, Operations, ECM and other partners on business support including new product review, accounting assessment, issue resolution (4) Quarterly management and regulatory...

Job description   VP, CM Financial Crisis Management and Reg W Oversight   Job Description   Working directly with the Head of Capital Markets (“CM”) Testing/ FCM team, the Vice-President (“VP”) of Financial Crisis Management (“FCM”) and Reg W Oversight is responsible for acting as the lead for recovery and resolution deliverable activities and Reg W monitoring for Capital Markets. This includes being responsible for the skills, knowledge and accountabilities listed below.       Personal Attributes: Service oriented, team player Confident, leader Methodical approach, analytical Problem solver, decision maker, proposes solutions Motivated, self-directed Strong verbal, written and interpersonal communication Calm under pressure, ability to execute while manage competing priorities Anticipate needs and requests Humble, ability to...

Job description Responsible for working with investment managers and in-house technology partners, operational areas, management and product development during the implementation process of onboarding a new Hedge Fund Services client. The Client Implementation function is responsible for onboarding third party clients onto the HFS platform and converting data sets from existing fund administrators or clients.   1. Acts as the main point of contact with external investment managers and in-house technology partners, operational areas, management and product development during the implementation process.   2. Manage multiple projects simultaneously from beginning to end.   3. Facilitate and ensure structure for weekly client meetings including producing agendas and document and distribute takeaways.   4. Coordinate and perform system set-up and testing: complete personal setup responsibilities and confirm all groups have completed their setup...

Job description Analyzes new customer credit applications. Makes credit decisions / recommendations in accordance with credit-granting principles. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to assigned business/group on implementation of solutions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Conducts independent analysis and assessment to resolve strategic issues. Collaborates with internal and external stakeholders to deliver on business objectives. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Designs and produces regular and ad-hoc reports, and dashboards. Monitors and tracks...

Job description Summary Has day-to-day management responsibilities for a small Middle Office Trade Processing team within Hedge Fund Services. Responsible for the assignment of work to a Middle Office Trade Processing team.   Major Responsibilities/Duties 1. Organizes the work of the team, assigns tasks, sets short-term priorities, monitors all activities and ensures timely and accurate completion of the work. 2. Carries out activities that are large in scope, cross-functional and technically difficult. 3. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities. 4. Daily reconciliation of transactions and positions for Equity, Corporate Bond, CMO, TBA, Pool, Bank Loan and private securities. 5. Analyzes and understands all security and cash position differences related to reconciliations. 6. Coordinates break resolution process between client, operations teams and custodian banks....

Position Overview:   This role is part of this company and reports to the Sr. Manager, Transactional Accounting. The critical responsibilities of this role are as follows: Establishing, measuring and delivering upon this company's cash flow and working capital financial objectives; prepare information and analysis to support proactive management decision making Analyze monthly direct cash flow forecast versus actuals and understand significant variances/fluctuations Leverage and refinement of BI Dashboards for reporting monthly Accounts Payable activity while working with operations to help drive focus on areas needing improvement Monthly Cash Management and Reconciliation functions Lead on Vendor Draft and SCF programs Assist with special project activities including working capital initiatives, BI Dashboards and KPI Reporting, business improvement projects, etc.   Essential Responsibilities and Duties:   Working Capital and Free Cash...

Job description   Direct sales of mobility solutions products and offerings to fleet customers.  Prospects and closes new solutions business Sales lead for mobility solutions products and services within a defined territory/region/vertical.  Customer facing- Represents this company’s Mobility Solutions business unit and offerings Account management- manages customer relationship after the sale, providing superior support and customer service  Achieves pre-determined sales quotas and budgets for Mobility Solutions products and services Collaborates with this company’s  internal sales channels to create account specific plans and execution to drive sales of this company’s total solutions offerings to the customer.  Enterprise mindset. Attends and represents portfolio/brand presentations with strategic and developmental accounts Drive marketing initiatives and programs for solutions products...

Job description Business Overview The Technology, Media & Telecom (TMT) group serves as a trusted advisor to clients across the globe, helping them develop their strategic objectives and meet their financial needs. The team’s area of focus spans across all products including strategic advisory and capital market transactions.  There are over 150 investment banking professionals located in New York and Palo Alto.   BofAML’s TMT investment banking group is a leader globally and in the Americas with strong client relationships, involvement in many of the industry’s recent landmark transactions, and top positioning in the league tables for buy-side and sell-side M&A advisory, equity, leveraged finance and investment grade capital raising.   Job Description Key tasks and responsibilities may include but are not limited to: Play a key role supporting origination, opportunity evaluation and deal execution, working on a broad scope...