Graduate Career Management Center

Finance and Financial Risk Management Postings on Handshake

Paraplanner Associate at McAdam Financially Advanced

Employer: McAdam Financially Advanced Expires: 12/12/2022 Paraplanner  McAdam Financial is seeking proactive, organized, and detail-oriented individuals to join the Paraplanner team. Paraplanners are integral to advisor and organizational success as their day-to-day responsibilities support advisors by managing behind-the-scenes prep, documents, and systems. This role requires exceptional communication skills as they work closely with advisors and occasionally, clients.  Minimum Requirements:Bachelor’s DegreeTwo years of experience in the financial service industryWorking knowledge of Microsoft Office (Excel, Word, Outlook and PowerPoint)Ability to learn new software quickly  Ideal Requirements·        Experience working with Money Guide Pro Prep software This position requires that you possess the following skills:Strong written and verbal communication skillsStrong organizational skills with attention to detail ·        Works well in a team environment·        Ability to work in a remote or hybrid environment  Position ResponsibilitiesWorking closely with Sales Managers to prepare for meetings including, but not limited to, the systems and processes below:Money Guide Pro Preparing IllustrationsPaperwork Preparation and SubmissionPolicy Delivery Receipt CoordinationRevenue Push (getting business to hit)Other tasks related to advisor success as needed

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Real Estate Appraiser 2 (Unclassified) at NJ Department of Environmental Protection

Employer: NJ Department of Environmental Protection - Community Investment & Economic Revitalization Expires: 12/13/2022 Title: Real Estate Appraiser 2 (Unclassified)Posting Number: CIER-2022-16 (Repost)Open to: General PublicWorkweek: NL (35-hour) WorkweekSalary: (P25) $69,579.06 — $98,899.62Opening Date: 11/29/2022Closing Date: 12/13/2022Existing Vacancies: One (1)Program/Location:Department of Environmental ProtectionCommunity Investment & Economic RevitalizationGreen Acres Program401 East State Street Trenton, NJ 08625Scope of Eligibility: Open to applicants who meet the requirements below.Description : Under the supervision of a higher level Real Estate Appraiser or other supervisory official in a State department, institution, or agency, conducts the more complex real estate appraisal work to determine the current market value of State claimed lands, buildings, and other types of real estate for applications for land grants, leases, licenses, and easements for residential, commercial, and other zoned land; conducts on-site inspections and investigations; researches current market value data; interprets surveys, engineering plans, and legal documents; may take the lead in providing guidance and instruction to entry-level Real Estate Appraisers; does other related duties as required.Specific to the Position: The employee will perform detailed reviews of appraisals on all types of properties and prepare certifications of market value on which negotiations for acquisitions by local governments, nonprofits, and the State are based. The employee will conduct meetings with staff, meet on-site with appraisers and project sponsors, and conduct site inspections. The employee will prepare instructions and assist in addressing appraisal issues with staff and contracted appraisers. The employee will maintain a database of pending and completed projects. Applicant must be a Certified General Appraiser, in good standing. Preference will be given to candidates with review experience and a practical understanding of relevant New Jersey Planning Areas, Uniform Standards of Professional Appraisal Practice, and Uniform Appraisal Standards for Federal Land Acquisitions.RequirementsEducation: Graduation from an accredited college or university with a Bachelor's degree supplemented by satisfactory completion of at least 128 classroom hours of formal recognized courses in appraising such as the American Institute of Real Estate Appraisers 1A and 1B series (former Institute Courses I and II) or those of other recognized Appraisal Societies such as the Society of Real Estate Appraisers Course 101 and 201 or any combination of formal recognized professional Appraisal Society courses which totals (without course or curriculum duplication) at least 128 classroom hours.NOTE: Applicants who do not possess the Bachelor's degree but who meet the indicated Real Estate course requirements may substitute additional experience for the Bachelor's degree on a year-for-year basis, with thirty(30) semester hour credits being equal to one (1) year of experience.Experience: Four (4) years of experience in appraising real property including eminent domain experience involving severance damages to both residential and income-type properties.NOTE: One (1) year of experience in the sale or negotiation of real estate may be substituted for one (1) year of the appraisal experience.License: Applicants are required to possess a valid State Certified General Real Estate Appraisers (SCGREA) certificate issued by the New Jersey Real Estate Appraiser Board.Appointees will be required to possess a driver's license valid in New Jersey only if the operation of a vehicle, rather than employee mobility, is necessary to perform the essential functions of the position.Residency: All persons newly hired on or after September 1, 2011 have one year from the date of employment to establish, and then maintain principal residence in the State of New Jersey subject to the provisions of N.J.S.A. 52:14-7 (L.2011, Chapter 70), also known as the "New Jersey First Act".Authorization to Work: Selected candidates must be authorized to work in the United States per the Department of Homeland Security, United States Citizenship and Immigration Services regulations. Note: The State of New Jersey does not provide sponsorship for citizenship to the United States.Per Executive Order 253, all State employees are required to be fully vaccinated against COVID-19 or undergo weekly testing. Please do not submit proof of vaccination at this time; instructions will be provided if an offer of employment results from this NOV.Veteran's Preference: To qualify for New Jersey Veteran's Preference/status, you must establish Veteran's Preference through the Department of Military and Veterans' Affairs. Please submit proof of your Veteran's Preference along with your resume as indicated below. For more information, please visit Civil Service Preference for Veterans (nj.gov)Posting Authorized By: Phiroza Stoneback, ManagerDivision of Human ResourcesThe New Jersey Department of Environmental Protection is an Equal Opportunity Employer and is committed to inclusive hiring and a diverse workforce. We strongly encourage people from all backgrounds to apply. Accommodations under ADA will be provided upon request.

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Financial Sales & Marketing Agent at Cahill Capital at Cahill Capital Inc. & Cahill Financial Group

Employer: Cahill Capital Inc. & Cahill Financial Group - Cahill Financial Group Expires: 12/31/2022 Financial Sales & Marketing Agent at Cahill Capital  Who we are: Cahill Capital represents private investment funds investing in a range of high-tech, high-growth sectors, such as cloud computing, software-as-a-service, social media, banking, and biotechnology. With the dynamic, rapidly changing nature of the high-tech industry, it’s key to stay fully informed on the many opportunities available and the potential for high risk and high reward. Why we need you: A Cahill Capital financial sales and marketing agent helps customers make informed decisions when it comes to purchasing our services. When a customer needs further assistance, our agents have to be available to receive their call. At Cahill Capital, we take a deeper look at the role of a financial sales and marketing agent and maintain an efficient and organized system to better assist customers, leading to improved sales performance and higher customer satisfaction. What you will do: A Cahill Capital sales agent’s principal function is to sell disruptive technology products in the early, mid and late Pre-IPO stages. Some other tasks will include monitoring financial markets, engaging with prospective clients to offer ancillary services, and evaluating the costs and revenues of financial accounts. Since consumer trust is critical at Cahill Capital, having a PERFECT COMMAND of the English language to hold informed, confident conversations is a must. Being able to serve customers for many hours while remaining upbeat and happy on the job is a must! Our sales and marketing agents are on the phone nearly all day and it can be emotionally taxing.  This is a skill which requires patience in order to excel. Cahill Capital’s best practices require our sales reps to know how to easily establish a rapport with strangers, guide conversations toward a final sale, and win customers over from the competition. How much you will make: Our sales reps are compensated via straight commission on sales only. Cahill Capital reps have the freedom to work extra hours to generate more business. The more business you make, the more commission you take home; highly talented and experienced reps are suited for this structure.  During the initial four weeks, sales reps receive a weekly stipend, paid at the end of business day each Friday, of $300. With hard work and commitment, most of our agents make six figures within their first year. Where you will work: Onsite only/no remote.  The position is for full-time 1099 employees only.  The offices are located on Wall Street in the financial district of lower Manhattan.  Only candidates who can make the commute will be considered.  All candidates must appear IN PERSON for a face-to-face interview.   Next step: please email kristen@cahillfinancialgroup.com directly to schedule an interview.

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Client Specialist (Boulder, CO) at Baird

Employer: Baird Expires: 12/28/2022 As a Client Specialist, you will:Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients.Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments.Assemble/generate materials including paperwork and reports for client meetings.Understand and ensure business adherence with firm and financial industry regulatory policies May manage FA and Team’s social media presence (website, LinkedIn, Twitter, etc.).Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.Seek ways to enhance FA(s) business effectiveness and marketability.Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as neededMay enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction.May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities.What makes this opportunity great:Flexible work-life balance is promotedFast paced environment that will enable you to grow as a professionalTeam of associates passionate about achieving great results for clients and give back to the communities where we live and workUnique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnershipA strong, stable employee-owned firm recognized as a great place to work since 2004.Baird provides significant technology training, plus extensive one-on-one training and supportWhat we look for:2+ years of prior industry and/or administrative work experience.Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird.Focus on excellent client service.Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platformsExcellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy.Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.Good analytical and critical problem-solving skillsBachelor’s degree preferred, not required.Compensation Information:$24 - $34 per hour*Bonus potential of up to 8.5% of annual compensation*Compensation and bonus are commensurate with experience, performance, and/or firm profitabilityAdditional benefits include: Medical/Dental/VisionB/Well programs Competitive bonding leaveHSA ContributionFMLAEmployee Assistance ProgramTen paid holidays and competitive PTO package Life and disability insurance Retirement – 401k match and profit-sharing Tuition ReimbursementCommitment to Inclusion & DiversityBaird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.

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Client Assistant (Wausau, WI) at Baird

Employer: Baird Expires: 12/28/2022 As a Client Assistant, you will:Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan.Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients.Answers all incoming phone calls and handles as appropriate. May schedule client appointments and/or conference room for appointments.Understand and ensure business adherence with firm and financial industry regulatory policies.Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.May manage FA and Team’s social media presence (website, LinkedIn, Twitter, etc.).Initiates and completes all transactions required to fully service client accounts i.e., paperwork, correspondence, client request fulfillment and special projects as neededMay enter security orders including stocks, bonds, fixed income, options, annuities, and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction.May also provide back-up to other teams and the branch, when necessary, as well as perform other duties and special projects as necessary.Proactively review investment opportunities daily & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities.What makes this opportunity great:Flexible work-life balance is promotedFast paced environment that will enable you to grow as a professionalTeam of associates passionate about achieving great results for clients and give back to the communities where we live and workUnique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnershipA strong, stable employee-owned firm recognized as a great place to work since 2004.Baird provides six weeks hands on technology training, plus extensive one-on-one training and supportWhat we look for:2+ years of relevant work experience.Focus on excellent client service.Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. Training and resources to be provided and paid for by Baird.Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms.Good verbal and written communication skills (including e-mail); ability to adeptly exchange ideas and informationDetail oriented with an emphasis on accuracy.Organized with consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.Good analytical and critical problem-solving skills.Bachelor’s degree preferred; not requiredCommitment to Inclusion & DiversityBaird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.

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Credit Analyst (Commercial Banking Portfolio Coordinator – Spreading and Pre-Close Covenant Monitoring) at Wells Fargo

Employer: Wells Fargo - Commercial & Wholesale Banking Expires: 12/28/2022 At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.  About this role:Wells Fargo is seeking a Commercial Banking Portfolio Coordinator in Commercial Banking as part of the Wholesale Lending Operations division. Learn more about the career areas and lines of business at wellsfargojobs.com.The Commercial Banking Portfolio Coordinator is responsible for:·        Spreading Middle Market and Large Corporate financial statements per Generally Accepted Accounting Principles (GAAP) and internal credit policies using prescribed financial analysis software packages.·        Reviewing loan agreements, creating financial and covenant ticklers, and testing covenants for businesses and individuals to determine compliance.In this role, you will:·        Read and understand the accounting within the various types of financial statements·        Review various types of financial statements and tax returns for completeness prior to spreading·        Calculate compliance with the financial covenants placed in the customer’s loan agreement.·        Build reporting requirements written into the customer’s loan agreement.·        Respond to banker inquiries·        Contact available sources for additional information when necessary·        Identify risks and communicate those findings to the front office.·        Ensure policies and procedures are adhered to Required Qualification:·        2+ years of financial analysis experience, or equivalent demonstrated through one OR a combination of the following: work experience, training, military experience, education Desired Qualifications:·        Intermediate Microsoft Office skills·        Excellent verbal, written, and interpersonal communication skills·        Good analytical skills with high attention to detail and accuracy·        Ability to work effectively, as well as independently, in a team environment·        A BS/BA degree or higher in business administration, finance, accounting or economics·        Completion of coursework in Finance and/or Accounting·        Accounting or finance experience·        Experience analyzing Generally Accepted Accounting Principles (GAAP), Balance Sheets, Income Statements and Tax Returns·        Military experience in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting·        Military intelligence or analytics experience including operational management, project management, mission evolution management and finance management·        Experience with one or a combination of the following systems: Credit View; Electronic Reporting and Compliance (ETRAC); FLO; EZ Request (EZR); Wholesale Banking Reporting System (WBRS); Business Lending and Sales Tracking (BLAST); Store Vision Platform (SVP); Hogan; Automated Financial Systems (AFS) or Imaging and Content Management Platform (ICMP) Job expectation ·        Ability to work additional hours as needed·        Work in one of the posted locations below on a hybrid schedule of 3 days in office / 2 days from home. Posting Location: ·        1525 W WT Harris Blvd, Charlotte, NC·        4101 Wiseman Blvd, San Antonio, TXRequired locations listed above. Relocation assistance is not available for this position. Compensation: ·        Starting pay rate $24 per hourPlease click on the hyperlink below and apply today!R-231505 Credit Analyst (Commercial Banking Portfolio Coordinator – Spreading and Pre-Close Covenant Monitoring)

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2023 Winter/Spring Investigative/Auditing Intern - Office of the Gaming Inspector General at New York State Offices of the Inspector General

Employer: New York State Offices of the Inspector General Expires: 12/16/2022 The Offices of the New York State Inspector General investigates allegations of corruption, fraud, criminal activity, conflicts of interest or abuse in State agencies within its jurisdiction. The Office of the Gaming Inspector General is dedicated to oversight of the New York State Gaming Commission (NYSGC).  The Office of the Gaming Inspector General is seeking bright, dynamic, and hard-working students to assist with investigations of allegations of corruption, fraud, criminal activity, and conflicts of interests or abuse in the NYSGC, including NYSGC employees and individuals/entities that conduct business with and/or are licensed by the NYSGC.  Candidates should be proficient in word processing, spreadsheet, database, and presentation software. The ability to work independently and collaboratively as a member of the office is essential. Interns will be exposed to a number of different experiences, including, but not limited to attending public meetings, participating in interviews, preparing data analysis and/or memoranda. Duties include, but are not limited to, data entry; development of investigative strategies and leads; review and analysis of documents/records for evidence and additional leads; preparation for witness interviews and/or presentation of data. Minimum qualifications: Third-year college/university students majoring in Accounting, Criminal Justice, Fraud Examination/Financial Forensics, Pre-Law preferred. Candidates from diverse backgrounds are encouraged to apply. The Offices of the New York State Inspector General are an equal opportunity employer and is committed to workplace diversity. All candidates must submit a cover letter, resume, writing sample, and references.  Preferred qualifications: Fourth-year college/university or graduate-level students. Qualified candidates should possess excellent research, analytical, writing, organizational, and time management skills. 

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Intern - Inspector General, Fraud Prevention at The Port Authority of NY & NJ

Employer: The Port Authority of NY & NJ Expires: 12/07/2022 The Port Authority of New York & New Jersey offers paid internships to students that provide the opportunity to work with knowledgeable and experienced professionals on assignments critical to operating, maintaining, and expanding the transportation infrastructure for one of the greatest economies in the world. Assignments include hands-on projects to cultivate technical, writing, communication, and team-building skills. The diversity of our businesses creates a variety of opportunities for students to gain exposure to the work of a first-class public agency.The Office of Inspector General is looking for an intern to join their team in the Fraud Prevention unit! Specific responsibilities include but are not limited to:Conducting vendor integrity checks on entities seeking to perform work on Port Authority projectsPerforming various tasks and assignments such as database searches of companies and key individuals within those companies and reporting the findings About the Office of Inspector General:The Office of Inspector General (OIG) works to keep the agency corruption-free. The mission of the OIG is to enhance and defend the integrity of the Port Authority's programs and operations. To accomplish this mission, the OIG detects, receives, and investigates allegations of fraud, corruption, waste, and abuse with respect to employees, or other individuals or organizations doing business with the Port Authority, who attempt to corrupt or unlawfully interfere with Port Authority operations.QualificationsCandidates must be students enrolled in an undergraduate, graduate, or doctoral programWe are seeking interns who are talented, driven, and have a genuine interest in contributing to the success of the New York/New Jersey region.Successful candidates will be self-starters with excellent communication, research and applicable technical skills.Desired SkillsInterest in criminal justice policy, audit and/or investigationsPublic Administration or related majorThe Port Authority of New York & New Jersey is operating on a hybrid schedule, meaning there are in-person and virtual work days.How to ApplyTo apply, please click the Apply Now buttonTo be considered, please submit a: (1) resume and (2) cover letter detailing why you want to work at The Port Authority of New York & New JerseyApplicants will receive an automated confirmation email after submitting an applicationThe Selection ProcessOnly applicants under consideration will be contactedApplications will be reviewed on a rolling basis and interviews will be conducted within the next or month or soInterns are selected based on academic achievement, analytical, and communication skills, and work experience

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Citi - Fraud Prevention - Business Analytics Sr Analyst - Hybrid at Citi

Employer: Citi - Citi Expires: 12/31/2022 Job DescriptionAs part of the Fraud Analytics, Modeling & Intelligence organization, this role executes the fraud analytics and strategies supporting Citi’s North American and global credit card and retail bank businesses. This includes leveraging data to identify fraud trends, designing and implementing strategies to prevent and mitigate fraud attacks across the fraud lifecycle, including application and synthetic ID fraud, account takeover and sophisticated new attack schemes.This role partners closely with Fraud Policy, Operations and various partners to keep apprised of business and technology direction in order to determine potential and existing fraud impacts.Responsibilities:Leverage data and advanced analytics to derive patterns, trends and insights, and perform risk/reward trade-off analysis.Ownership and management of fraud rules, scores, and detection strategies, Risk appetite execution, POS interdiction strategies and defect analysis.Collaborate with cross-functional teams to provide strategy recommendations based on data and trend analysis, and implement mitigation strategies.Build effective relationships within and outside the Fraud organization to help ensure successful and timely execution of key portfolio priorities.Leverage knowledge of information acquired to identify potential process gaps and opportunities for improving effectiveness of controls and governance processes.Generate and manage regular and ad-hoc reporting to enable effective monitoring and identification of emerging trends.Qualifications:Bachelor’s Degree required in statistics, mathematics, physics, economics, or other analytical or quantitative discipline.3+ years in relevant field.Experience working with:Big Data environment with hands on coding experience within various traditional (SAS, SQL, etc.) and/or open source (i.e. Python, Impala, Hive, etc.) tools.Traditional and advanced machine learning techniques and algorithms, such as Logistic Regression, Gradient Boosting, Random Forests, etc.Data visualization tools, such as TableauExcellent quantitative and analytic skills; ability to derive patterns, trends and insights, and perform risk/reward trade-off analysis.Good written and verbal communication skills, with ability to connect analytics to business impacts; comfortable presenting to peers and management.Extremely detail-oriented; intellectual curiosityAbility to multi-task and work against tight deadlines.Ability to work independently with baseline instructions/guidelines from managementThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Leasing Intern (Summer 2023) at Paramount Group, Inc.

Employer: Paramount Group, Inc. Expires: 12/07/2022 Summer Internship:We have internships in Acquisitions, Asset Management, Finance/Accounting, Information Technology, Leasing, and Property Management. Please apply to the internship that applies to your major and interests you most. Please do not apply to more than two internships.The internship will be in-person*The internship will take place in June – August (8 weeks – 5 days per week)*Travel or relocation expenses will not be covered by Paramount *Due to the COVID-19 pandemic, the company reserves the right to change the internship. Who We’re Looking For:A Strong Communicator. Your writing and speaking skills are clear and effective, helping you connect well with others.A Team Player. You are united with teammates in delivering the best product.Motivated. You have a positive attitude and invest extra energy to reach your goals while meeting time sensitive deadlines.Organized. You are flexible and able to juggle your workload and personal interactions with teammates.Creative. You are an idea person who is excited to learn and likes coming up with smart solutions to new challenges.Meticulous. You are detail-oriented and a reliable teammate. What You’ll Do:Provide analysis and interpretation of lease informationMust be able to complete various cash flow analysis (Excel)Provide general leasing support to Leasing teamAssist in industry and prospective tenant researchPrepare ad hoc analytics as neededHave an opportunity to meet with and learn from corporate officers and leaders within the organizationRequirements:Currently attends a college or university in a bachelor’s degree program — preferably Business, Finance or Real EstateInterested in a career in real estateProficient in Microsoft Office (Excel, Word, PowerPoint, Outlook)

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Asset Management Intern (Summer 2023) at Paramount Group, Inc.

Employer: Paramount Group, Inc. Expires: 12/07/2022 Summer Internship:We have internships in Acquisitions, Asset Management, Finance/Accounting, Information Technology, Leasing, and Property Management. Please apply to the internship that applies to your major and interests you most. Please do not apply to more than two internships.The internship will be in-person*The internship will take place in June – August (8 weeks – 5 days per week)*Travel or relocation expenses will not be covered by Paramount*Due to the COVID-19 pandemic, the company reserves the right to change the internship. Who We’re Looking For:A Strong Communicator. Your writing and speaking skills are clear and effective, helping you connect well with others.A Team Player. You are united with teammates in delivering the best product.Motivated. You have a positive attitude and invest extra energy to reach your goals while meeting time sensitive deadlines.Organized. You are flexible and able to juggle your workload and personal interactions with teammates.Creative. You are an idea person who is excited to learn and likes coming up with smart solutions to new challenges.Meticulous. You are detail-oriented and a reliable teammate. What You’ll Do:Analyze lease proposals compared to budgeted terms on an NER, IRR, and NPV basis to assist leasing decisionsTrack financial performance and occupancy of assets compared to budgetAssist in the preparation of internal asset valuations, using a discounted cash flow (Argus) and/or direct capitalization approach, and participate in valuation meetings. Metrics involved include internal rate of returns, time-weighted returns, sensitivity tables, cash-on-cash returns and various other return metrics.Assist in preparing hold/sell analyses as required to determine the optimum time to sell assets Assist in any applicable external appraisal processes as requiredAnalyze property performance across the portfolio and create portfolio analytics to assist property management in effectively managing the portfolioEvaluate markets and create presentations to identify changes/trends which impact real estate values and investment strategies, to assist in the management of the portfolioAssist in the preparation of reporting packages, both financial and operational, for senior management and Joint Venture partnersReview loan and Joint Venture documents to clearly understand the rights and obligations of all parties to ensure complianceInterface with leasing, construction, property management, and finance teams to ensure assets are being proficiently managed and information is efficiently communicated across the platformAssist in the review and analyze tenant financials to assist in the determination of the security required for both new leases and renewalsRequirements:Currently attends a college or university in a bachelor’s degree program — preferably Business, Finance or Real EstateInterested in a career in real estateProficient in Microsoft Office (Excel, Word, PowerPoint, Outlook)

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Acquisitions Intern (Summer 2023) at Paramount Group, Inc.

Employer: Paramount Group, Inc. Expires: 12/07/2022 Summer Internship:We have internships in Acquisitions, Asset Management, Finance/Accounting, Information Technology, Leasing, and Property Management. Please apply to the internship that applies to your major and interests you most. Please do not apply to more than two internships.The internship will be in-person*The internship will take place in June – August (8 weeks – 5 days per week)*Travel or relocation expenses will not be covered by Paramount *Due to the COVID-19 pandemic, the company reserves the right to change the internship. Who We’re Looking For:A Strong Communicator. Your writing and speaking skills are clear and effective, helping you connect well with others.A Team Player. You are united with teammates in delivering the best product.Motivated. You have a positive attitude and invest extra energy to reach your goals while meeting time sensitive deadlines.Organized. You are flexible and able to juggle your workload and personal interactions with teammates.Creative. You are an idea person who is excited to learn and likes coming up with smart solutions to new challenges.Meticulous. You are detail-oriented and a reliable teammate. What You’ll Do:Have an opportunity to meet with and learn from corporate officers and leaders within the organizationParticipate in all aspects of the real estate investment process – you will participate in the real-time implementation of Paramount’s investment strategies as part of an active deal teamIntegral involvement with the analysis, structuring, diligence, financing, and closing of transactionsRegularly attend both internal and external meetings, negotiations, due diligence sessions, and asset toursLearn to value office assets and evaluate complex financing and ownership structures Responsibilities:Real estate valuation analysisExcel modelingMarket and data researchDevelopment of presentationsSupporting due diligence and execution of transactionsDrafting of memoranda for internal and external useAssisting with legal negotiations and due diligenceRequirements:Rising senior currently attending a college or university in a bachelor’s degree program — preferably in finance, accounting, economics, real estate, or engineering.Interested in a career in real estate investments. Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook).Knowledge of Argus Enterprise is preferred, but not required.

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Financial Analyst Assistant at Neighborhood Projects

Employer: Neighborhood Projects Expires: 12/21/2022 We are seeking an entry-level assistant financial analyst for a part-time internship, 3 days a week. This can be a part/full time job in the near future.This is an opportunity to be part of a growing hospitality and management company. We are seeking a responsible individual who possesses an ambitious mindset and wants to work with like-minded team players in a true meritocracy. Duties include assisting in:Analyzing expenses and revenues to develop profit and loss statementsBuilding financial modeling in Microsoft Excel and sales forecast & budgetsAnalysing profit & loss, balance sheets, and cash flow reportsSummarizing financial reports and presenting them to stakeholdersKnowledge of Excel is a must. Knowledge of accounting and Quickbooks is a plus. 

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2023 Asset & Wealth Management Global Private Bank Analyst Program at JPMorgan Chase & Co.

Employer: JPMorgan Chase & Co. - Asset Management Expires: 12/31/2022 Global Private Bank – Advisor Training Program (US / LATAM / APAC / EMEA)What we do in the Private BankOur advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.Our Private Banking teamsWe're located in more than 120 offices across 11 countries and 25 states. Guided by industry leaders, our teams deliver best-in-class service for our clients around the world. J.P. Morgan was named 2021’s “Best Private Bank in the World” and “Best Private Bank in North America” by Global Finance magazine.Build long-term client relationshipsFor more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision.What You Can ExpectIf you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you.Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You’ll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills.  On-the-job experienceDuring our Advisor Training Program, you'll gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning.As a future Advisor you'll work with our team of advisors and specialists to bring in new clients and to serve existing ones. We deliver highly customized and comprehensive solutions to help protect, manage and grow wealth. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.Learning and DevelopmentThe program begins with a five-week immersive global training program, in which you will join Incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives.Career ProgressionYou'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us.About YouIf you're a highly driven individual who enjoys working in teams to develop complex solutions, this is the role for you. Key skills include:Exceptional interpersonal, communication, analytical and problem-solving skillsExcellent organizational skills and ability to multitaskGenuine interest in financial markets and macro-level economic trendsDesire to ultimately work with external clients in a relationship building and sales capacityAbility to thrive in a fast-paced, collaborative environmentHighly inquisitive, focused and pro-activeGood judgment and discretion when working with confidential informationKey QualificationsPursuing a Bachelor’s or Master’s degreeGraduation date of December 2022- June 2023To be eligible for this program, you must be authorized to work in the U.S. on a permanent basis. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).Our LocationsAtlanta, GAAustin, TXBaltimore, MDBaton Rouge, LABaltimore, MDBirmingham, MIBoston, MACharlotte, NCChicago, ILCincinnati, OHCleveland, OHColumbus, OHDallas, TXDenver, COFort Lauderdale, FLFort Worth, TXGrand Rapids, MIGreenwich, CTHouston, TXIndianapolis, INIrvine, CAJacksonville, FLLas Vegas, NVLos Angeles, CAMiami, FLMilwaukee, WIMinneapolis, MNNaples, FLNashville, TNNew Orleans, LANew York, NYOklahoma City, OKOrlando, FLPalm Beach, FLPalo Alto, CAPasadena, CAPhiladelphia, PAPittsburgh, PAPrinceton, NJRochester, NYSalt Lake City, UTSan Antonio, TXSan Diego, CASan Francisco, CAScottsdale, AZSeattle, WASt. Louis, MOSummit, NJTampa, FLTulsa, OKWashington, D.C.Westlake Village, CA  Join UsAt JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What’s next?Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are ways for us to initially get to know you, so it’s important to complete all relevant application questions so we have as much information about you as possible.  After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step in the process, you’ll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. HireVue is required, and your application will not be considered for further review until you have completed the HireVue. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.

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Client Specialist (Asheville, NC) at Baird

Employer: Baird Expires: 12/21/2022 As a Client Specialist, you will:Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.Gain knowledge of and leverage partnership with Baird’s Corporate Resource GroupsAnswers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments.Assemble/generate materials including paperwork and reports for client meetings.Understand and ensure business adherence with firm and financial industry regulatory policies Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as neededMay enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction.May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.What makes this opportunity great:Flexible work-life balance is promotedFast paced environment that will enable you to grow as a professionalTeam of associates passionate about achieving great results for clients and give back to the communities where we live and workUnique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnershipA strong, stable employee-owned firm recognized as a great place to work since 2004.Baird provides six weeks of hands on technology training, plus extensive one-on-one training and supportWhat we look for:2+ years of prior industry work experience.Must have active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.Focus on excellent client service.Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platformsExcellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy.Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.Good analytical and critical problem-solving skillsBachelor’s degree preferred, not required.Additional revenue share income may be provided based upon performance and shall be determined at the sole discretion of the Financial Advisor Team with whom the hire is paired.Commitment to Inclusion & DiversityBaird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. Learn more here.

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