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<h3>Job Description:</h3>The RoleSVP, Alternatives Institutional Portfolio ManagerThe SVP Alternatives IPM will work closely with Fidelity’s private equity multi-strategy fund and direct real estate investment teams to support the growth of the products to institutional and intermediary customers. This role will suit candidates with entrepreneurial energy and accountability who are excited to build a business with the support and backing of a leading financial services company. In addition, this professional must have the willingness and desire to manage the workload of a start-up coupled with an agile mindset to move between a smaller team environment to the wider established financial services company.The TeamLocated in Boston, MA, the Alternative Product Development Team ('Alternatives') is part of Fidelity’s Enterprise Services Division that manages the firm’s growth initiatives sponsoring new business creation and innovation. The Alternatives team works closely with Fidelity’s Asset Management Division as well Fidelity’s proprietary alternative investment companies within the Devonshire Investments to bring alternative real estate and PE multi-strategy investments to market.The Purpose of Your Role and the Value You DeliverThe Institutional PM will be one of the senior advocates of Fidelity’s private equity multi-strat and direct real estate products, representing them to existing and prospective institutional and intermediary clients and gatekeepers, internal distribution, operations, marketing and asset management business partners. The Institutional PM will be vital to supporting the growth of Fidelity’s private markets offering.Primary Responsibilities <ul><li>Contribute to the go-to-market sales strategy for the private equity multi-strategy and direct real estate products which will include working with various sales organizations internally to define target market segments and specific prospects, and creating pricing structures and key terms.</li><li>Work with various sales and portfolio teams on complete alternative selling process from sourcing and meeting with prospective investors, educating internal sales teams, working through prospect’s due diligence process to client reporting.</li><li>Meet with existing clients to provide portfolio and performance updates.</li><li>Work with marketing on creating the client facing collateral.</li><li>Provide client and consultant feedback to senior leaders.</li><li>Identify thought leadership and other events to drive awareness of Fidelity’s capabilities.</li><li>Partner with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases.</li><li>Collaborate on new products and be creative in bringing value to our clients.</li></ul>The Expertise We’re Looking For<ul><li>Series 7, Series 24, Series 63</li><li>Experience in the private markets industry, specifically real estate, infrastructure or private equity</li><li>15+ years’ experience working within alternatives in product development, relationship management and sales</li><li>Ability to explain complex products and structures for various levels of staff and clients</li><li>Excellent writing skills and experience in creating product promotion materials, articles and in public speaking</li><li>Deep understanding of private market regulations.</li></ul>The Skills You Bring<ul><li>Outstanding collaboration skills, with an ability to work with and across portfolio managers, product development, senior managers, legal and compliance, salespeople and relationship managers across various channels.</li></ul><ul><li>Experience with owning outcomes and driving solutions.</li><li>Experienced analytical skills and attention to detail.</li><li>Always seeking accurate, complete, and timely information.</li><li>Address concerns and questions from clients in a thorough and thoughtful manner.</li><li>You are a hands-on contributor who enjoys working with a high-performing team and delivering results.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Private EquityFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

SVP, Alternatives Institutional Portfolio Manager

AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big?Work Location: Irving, TX Position Summary: The AP Check Processor will process check requests while meeting all Service Level Agreements and in compliance with AutoNation policies. Who would I interact with? Interacts with internal customers and external lenders at various levels, peers, supervisor and management.Primary Job Responsibilities (included but not limited to):•&nbsp;&nbsp; &nbsp;Process on-demand check requests including generic, titles, lien payoffs, dealer trades, vehicle purchases&nbsp; •&nbsp;&nbsp; &nbsp;Process Electronic Funds Transfers for lien payoffs&nbsp; •&nbsp;&nbsp; &nbsp;Provide backup for the AP clerk&nbsp; •&nbsp;&nbsp; &nbsp;Resolve issues through email and phone when there are check request discrepancies&nbsp; •&nbsp;&nbsp; &nbsp;Work and resolve Check Processing problems from the Support Desk, vendors, stores, problem queues, and SSC team members on a daily basis&nbsp; •&nbsp;&nbsp; &nbsp;Meet or exceed service level agreements&nbsp; •&nbsp;&nbsp; &nbsp;Process assigned BPMS queues including Cancellations, Dealer Trades, and WBYC.&nbsp; •&nbsp;&nbsp; &nbsp;Perform any other outside projects and/or tasks as assigned&nbsp; •&nbsp;&nbsp; &nbsp;Process assigned work in an accurate and timely manner meeting all department requirements.&nbsp; •&nbsp;&nbsp; &nbsp;Cross train with other team members&nbsp;Problem Solving: •&nbsp;&nbsp; &nbsp;Ability to use all tools available in order to resolve problems in a timely manner under direct supervision.&nbsp;Qualifications:&nbsp; •&nbsp;&nbsp; &nbsp;Strong data entry skills&nbsp; •&nbsp;&nbsp; &nbsp;Ability to produce a high volume of work while still maintaining accuracy&nbsp; •&nbsp;&nbsp; &nbsp;Understand basic accounting principles and logic&nbsp; •&nbsp;&nbsp; &nbsp;Effective analytical, problem-solving, organizational and time management skills, with the ability to meet strict commitments and deadlines&nbsp; •&nbsp;&nbsp; &nbsp;Experience handling high volume of paperwork in multiple computer database systems&nbsp; •&nbsp;&nbsp; &nbsp;Flexible work schedule to accommodate work flow&nbsp; •&nbsp;&nbsp; &nbsp;Communicate effectively with customer base&nbsp; •&nbsp;&nbsp; &nbsp;Ability to read, write, speak and understand the English language&nbsp; •&nbsp;&nbsp; &nbsp;Team player with superior service skills&nbsp;Next Possible Position: •&nbsp;&nbsp; &nbsp;AP Check Processing LeadPhysical Requirements: •&nbsp;&nbsp; &nbsp;This position includes but not limited to; typing, walking, standing &amp; sittingAutoNation is an equal opportunity employer and a drug-free workplace.<h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

AutoNation

Check Processor

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.How will you make an impact in this role?The Strategy &amp; Transformation (S&amp;T) team is responsible for identification, planning and delivery of strategic initiatives that enable the Controllership and broader Finance organization to achieve their objectives.&nbsp; The team supports the delivery of large-scale projects that support Mergers &amp; Acquisition deals, improve processes, enhance the control environment, support business growth activities, and implement new technologies.&nbsp;The S&amp;T team is part of the Global Record to Report Team.&nbsp;The project manager role will be responsible for leading and executing initiatives by driving the delivery of key project outcomes. This role will have significant exposure to global stakeholders and senior leaders. While the projects will change over time, a strong set of core project management skills is required.Key Responsibilities:<ul><li>Lead transformation projects and strategic initiatives for various parts of the Controllership and broader Finance organization.</li><li>Comprehensive project management to execute on strategic priorities, taking a project from solution design, planning and mobilization through execution &amp; delivery.</li><li>Establish end-to-end processes, controls, dashboards / metrics and requirements for sponsored projects.</li><li>Consistent application of governance standards across all project types.</li><li>Extensive stakeholder engagement and facilitation across all levels of management.</li></ul>Minimum Qualifications:<ul><li>5+ years of relevant experience in driving Project Management, Process Transformation and Reengineering, with proven ability to lead multiple large scale initiatives, independently</li><li>Excellent communication skills and track record of collaborating, influencing, and extensively coordinating with internal and external partners, including senior leaders</li><li>Ability to manage multiple demands successfully within a matrixed organization</li><li>Results oriented, ability to lead and influence without authority</li><li>Proven strategic thought leadership with ability to translate strategy into well-defined outcomes</li></ul>Preferred Qualifications:<ul><li>Good understanding of AXP Controllership Processes</li><li>CA / CPA / BS in Finance, Accounting or closely related fields (or alternatively an MBA)</li><li>Strong technical aptitude and ability to work with Technology to drive solutions</li><li>Strong understanding of Process Mapping, Analysis and other relevant Six Sigma methodology</li><li>Big 4 and/or consulting experience preferred</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express

Manager - Controller

AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big?AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big?The Internal Audit Analytics Manager is responsible for execution of operational and financial control audit projects across the entire company. The Audit Manager will work closely with Corporate, Region and Shared Service Center finance team management.Job Responsibilities:<ul><li>Lead, risk assess, plan, execute and report on all aspects of audit projects</li><li>Evaluate internal control environments including people, processes and technology</li><li>Analyze, test and evaluate large data files</li><li>Utilize technology resources to perform data analytics to identify unusual trends or practices</li><li>Identify and investigate irregular transactions or business practices</li><li>Write audit reports and present reports to Senior Management</li><li>Remain current with accounting and operating policies and accounting systems</li><li>Build and maintain effective professional relationships within Company to assure a strong working knowledge of current business issues and risks</li></ul>Mandatory Qualifications:<ul><li>Certified Public Accountant or equivalent</li><li>4 to 7 years public accounting or equivalent</li><li>BS in Accounting or comparable</li><li>Strong verbal and written communication skills</li><li>Strong analytic and data analysis skills</li><li>Demonstrated ability to perform technology-based data mining and analytics</li><li>High degree of personal and professional integrity and maturity</li><li>Willingness to travel (approximately 15%)</li><li>Ability to successfully function with remotely located supervisors</li><li>Ability to work in a highly dynamic, visible and challenging position without day-to-day supervision</li><li>Ability to readily move into other Corporate, Region or SSC finance positions for career development</li><li>High proficiency in Microsoft Word, Excel, PowerPoint, Access</li></ul>Preferred Qualifications:<ul><li>Automotive retail audit experience</li><li>Master’s Degree and/or MBA</li><li>Fraud or forensic investigative experience</li><li>HFM/Essbase/PeopleSoft Systems experience</li><li>ADP DMS / Datawarehouse experience</li><li>Python/Tableau/Power BI - intermediate skills</li></ul>Exciting Benefits and Perks Await You:Competitive compensation and 401k matchingEnjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGearAccess amazing deals and discounts through YouDecide, a website with offers from top providers and retailersJoin our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwideAutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.<h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Internal Audit Analytics Manager

<h3>Job Description:</h3>The RoleThe Quantitative Trading Strategist, as part of the Systematic Trading team, sits at the intersection of the investment process, quantitative analysis, data science, and technology to provide cutting edge execution services on the Fidelity Management and Research (FMRCo) Equity Trading Desk. The quantitative trading strategist will help drive the core capabilities of the systematic trading effort through data analysis, model building, and developing trading strategies leveraged within the systematic trading effort. The position is based in Boston and will report to the Head Trader, Global Systematic Trading.The Value You Deliver<ul><li>Develop models and analysis for evaluation of trading tools used in systematic trading process for the purposes of understanding and minimizing trading costs.</li><li>Contribute to the design and development of automated systematic trading system.</li><li>Work with traders, quants, data scientists, and developers/engineers to advance systematic trading efforts</li><li>Develop analytics and visualizations (offline and real-time) to support the development of systematic trading effort</li><li>Manage the generation, handling, and storage of data used in systematic trading</li><li>Support and participate in other quantitative efforts on the desk</li></ul>The Experience and Skills You BringThe ideal candidate will have demonstrated consistent success in their academic and work experience. They will have very strong quantitative, analytical, and communication skills and exhibit the highest level of personal and professional integrity. In addition, the ideal candidate will have:<ul><li>Undergraduate or Graduate degree in mathematics, statistics, data science, economics, engineering, or other quantitative disciplines.</li><li>Strong programming skills using Python, KDB/Q, R, or Matlab required. Understanding of relational database and SQL/Snowflake.</li><li>Understanding and experience of working with Equity Trade and Market data.</li><li>5+ years of experience in a quantitative/analyst role in equity trading.</li><li>Knowledge of equity markets and microstructure.</li><li>Knowledge/experience with mathematical modeling applied to trading for post-trade analysis as well as strategy development.</li><li>Ability to think creatively and independently while working in a collaborative environment.</li><li>Self-starter, capable of developing new tools and capabilities to solve novel problems facing the trading desk.</li><li>Track record of intellectual curiosity and a passion for problem solving.</li><li>Team-first mentality who is flexible, ability to multitask, and willing to pitch-in where needed.</li></ul>Knowledge of the following is highly desirable:<ul><li>Investment Management life cycle, equity trading strategies and algorithms.</li><li>Knowledge/experience with systematic/automated trading.</li><li>Bloomberg terminal, data &amp; related APIs.</li><li>Experience with visualization tools/packages such as Tableau, Power BI, Streamlit etc.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Quantitative Trading Strategist

<h3>Job Description:</h3>The GroupStrategic Advisers is hiring a Portfolio Engineer to join the Systematic Portfolio Engineering team. The role will be located at either our Boston or Denver office, working collaboratively with team colleagues in the US and Ireland. You will be part of a dynamic group, tasked with developing innovative ways to manage client portfolios at scale. Team members will work across multiple focus areas, including:<ul><li>Investment management of client managed account products at scale (monitoring portfolio characteristics &amp; risk exposures, evaluating portfolio quality and approving trades, configuring platform to implement targeted trades)</li><li>Quantitative analysis and oversight of portfolio holdings &amp; risk exposures across millions of client accounts</li><li>Investment automation &amp; platform architecture (working with our technology group to innovate on our platform, providing prototypes, requirements and business context)</li><li>Research &amp; Development to continually improve our scaled investment management methodologies</li></ul>Experience and Education<ul><li>Undergraduate degree in Finance, Economics, Math, Physics, Computer Science, Engineering or related field</li><li>Postgraduate qualification in Quantitative Finance or similar area preferred</li><li>CFA / CAIA designation preferred</li></ul><ul><li>10+ years’ experience of working in the asset management industry (e.g., fund management, investment risk management, quantitative research, trade implementation / portfolio construction, research analyst)</li><li>Experience of owning investment decisions in single or multi asset class investment strategies</li><li>Experience of quantitative approaches to investing would be beneficial</li><li>Proven ability to work effectively in a highly collaborative, team-oriented environment</li></ul>The Skills You Bring<ul><li>Solid understanding of capital markets and asset management industry</li><li>Knowledge of modern portfolio theory and quantitative portfolio construction methods</li><li>Experience of working with databases (SQL)</li><li>Ability to quantitatively analyse financial datasets (in tools like R, Python, Matlab or similar)</li></ul>Other skills and knowledge that could set candidates apart:<ul><li>Knowledge of portfolio optimization software (e.g. Axioma, Northfield, Barra)</li><li>Knowledge of tax-sensitive investment methodologies</li><li>Ability to work with object-oriented programming languages (e.g. Java)</li><li>Ability to carry out quantitative research on investment strategies</li><li>Data visualization experience</li><li>Strong communication skills (ability to convey quant analysis / research to a broad non-specialist audience)</li></ul>The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Portfolio Engineer

<h3>Job Description:</h3><h3>Description</h3>With over one Trillion of dollars in assets under management in a blend of Fidelity and third-party investment vehicles, Fidelity’s Strategic Advisers, LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed accounts, financial planning frameworks and custom solutions.Strategic Advisers is a registered investment adviser and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity’s Portfolio Advisory Services and through Fidelity’s Wealth Management Advisory Services. We construct and manage asset allocation portfolios for over 3.6 million customer accounts.Strategic Advisers is looking for an Investment Manager to join the Client Investment Risk Management (CIRM) team in our Boston office. The CIRM team monitors unintended investment risks in millions of customer accounts to ensure client outcomes match intentions and no portfolio left behind. This team is responsible for impact analysis and remediation when issues arise that could affect SAI’s client accounts. <h3>Primary Responsibilities </h3>You will play a significant role in SAI's next generation of sophisticated investment solutions which include custom multi-account investment management and asset location strategies, optimized participant level portfolios and unified managed household assets in retail and workplace accounts. You will collaborate with numerous business partners to enhance our independent bottom-up risk framework for all managed account products. You will combine investment expertise with a high degree of technical proficiency to provide tax-sensitive, customized management of multi-asset class portfolios to our clients. You will also develop tax-aware transition strategies for high-net-worth clients.Client Investment Risk Management<ul><li>Create logical and efficient queries and visuals to provide timely, accurate and insightful client data analytics to support business partners across the organization.</li><li>Partner with SAI’s embedded Data Scientist team to develop the next generation of risk prediction and management programs via AI and Machine Learning.</li><li>Work within the Portfolio Engineering group to prototype and provide technical design requirements for innovative approaches to analyze and monitor client portfolio investment risk and characteristics.</li><li>Lead the end-to-end issue remediation process and collaborate with other parts of SAI and Fidelity, including Business Oversight, Portfolio Management, Research, Technology and Operations to improve our client investment risk management process.</li></ul>Portfolio Management<ul><li>Manage individual client portfolios consistent with SAI's investment philosophy and the unique personalization of each client portfolio. Implement investment strategies based on market movement, tax management opportunities, changes in the model portfolio or investment choices.</li><li>Develop a deep understanding of internal analyst and portfolio manager research on individual securities, ETFs, mutual funds, portfolio construction and business cycle positioning to achieve superior pre- and after-tax returns consistent with the SAI’s investment philosophy.</li><li>Craft customized communication incorporating analysis on performance attribution, portfolio positioning and market review for specific client portfolios.</li><li>Monitor and carry out fiduciary responsibilities with a high-level of integrity.</li></ul><h3>Experience and Education </h3><ul><li>Degree in Finance, Economics, Accounting, Computer Science, Data Science, or Engineering. Graduate degree preferred.</li><li>Two to five years investment experience in research, portfolio management, trading, risk management or technology development in these fields.</li><li>Experience with AI/Machine Learning algorithms and implementation is a plus.</li></ul><h3>Skills and Knowledge</h3><ul><li>Strong skills in SQL, data visualization via Tableau or Power BI, Python or R programming are required. Experience with Git/GitHub for version control or cloud platforms like AWS is a plus.</li><li>Understanding of portfolio theory and quantitative portfolio construction techniques in a taxable environment.</li><li>Ability to operate in a fast-paced environment with excellent attention to detail, strong analytical skills, a creative approach to problem solving and the ability to multi-task.</li><li>Proven ability to communicate and work effectively in a highly team-oriented environment.</li></ul><h3>Location</h3>Boston, MAFidelity Investments is an equal opportunity employer.<h3>Company Overview</h3>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.<h3>Accommodation Language</h3>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>, or by calling 800-835-5099, prompt 2, option 2For roles based in Germany: Contact <a href="mailto:accomodationsgermany@fmr.com" target="_blank">accomodationsgermany@fmr.com</a>For roles based in Ireland: Contact <a href="mailto:accomodationsireland@fmr.com" target="_blank">accomodationsireland@fmr.com</a>Fidelity Privacy policy<h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Associate Investment Manager

Current employees: Please apply through the employee portal to be considered for this opportunity.Pay Range:$103,572.17 - $155,358.54 AnnualDepartment:Department of County Management (DCM)Job Type:Regular Non-RepresentedExemption Status:United States of America (Exempt)Closing Date (Open Until Filled if No Date Specified):April 13, 2025 The Opportunity:Applications will be reviewed once the position is closed.<h4>OVERVIEW</h4>ABOUT THE POSITION:Are you an experienced Controller or Finance Manager of accounting with experience in internal financial oversight and financial reporting? This may be the job for you! As a Controller you will manage the General Ledger work unit, coordinate and manage the external financial audit, including the preparation of the Annual Comprehensive Financial Report (ACFR), monitor internal controls, and implement new accounting standards and requirements. The Controller also provides fiscal support and financial guidance to County Departments. This position is within the Finance and Risk Management Division of the Department of County Management (DCM), which is responsible for proper, accurate, and timely reporting of fiscal information.As part of County leadership, you take pride and align with the County Culture of dignity and respect and support and environment of safety, trust and belonging for our employees. At Multnomah County we are committed to maintaining an effective, respectful and inclusive workplace. We value collaborative problem solving and strive for continuous improvement. We strongly believe in workforce equity, diversity and inclusion. Visit ourWorkforce Equity Strategies Plan (WESP) to see where Multnomah County is headed with these values.Responsibilities Include…Managing, leading and Mentoring&nbsp;<ul><li>Provide management and direction for General Ledger accounting staff.</li><li>Assign and prioritize tasks, and oversee bank reconciliations and balance sheet accounts.</li><li>Ensure accurate and timely month/year-end close procedures, and review/approve procedural changes.</li><li>Develop and update procedures to improve efficiency and meet program objectives.</li><li>Coordinate communication on process changes, accounting standards, and regulations.</li><li>Guide staff on accounting transactions, Workday reports, and new accounting issues.</li><li>Manage Department user groups for staff development and Workday efficiency</li></ul>Oversee the development of the Annual Comprehensive Finance Report (ACFR) and Associated Annual External Financial Audit<ul><li>Oversee and review staff's work on ACFR fund statements, notes, and statistical section.</li><li>Coordinate and manage external audit schedules and fieldwork.</li><li>Prepare or review staff's, audit workpapers, for ACFR preparation; Manage reconciliation of schedules for the ACFR</li><li>Be liaison between auditors and finance staff for audit related matters; Support finance staff on audit-related matters</li><li>Manage the preparation of the component unit financial reports.</li><li>Coordinate County departments’ responses to auditor recommendations and comments.</li><li>Represent County management and answer any questions raised by the Audit Committee members on audit recommendations and best practices.</li></ul>Research, interpret and implement new accounting pronouncements and analyze adherence to existing standards<ul><li>Analyze new accounting pronouncements and auditing standards to determine the impact to the County.&nbsp;</li><li>Ensure accounting entries comply with GAAP, adhere to County policies and follow best practices.&nbsp;</li><li>Attend, participate, and lead training sessions on new accounting pronouncements</li><li>Summarize and develop training tools/materials and lead training sessions&nbsp;</li><li>Maintain County-wide chart of accounts</li><li>Audit Workday roles and transactions with ERP Support Team</li><li>Oversee annual internal control documentation review</li></ul>Maintain County Budget process and finance and budget policies<ul><li>Develop and manage the GL work unit's annual budget</li><li>Develop and monitor performance measures for the GL work unit.</li><li>Analyze and recommend improvements to Finance and Budget policies.</li><li>Coordinate policy changes across Departments, ensuring consistency with GFOA best practices and current accounting standards.</li></ul>Ideal Attributes:&nbsp;<ul><li>Strong leadership skills for financial reporting and governmental accounting practices</li><li>Ability to effectively communicate and train staff of all levels across the organization</li><li>Demonstrate a strong commitment to providing an inclusive and equitable experience to a diverse customer population and those you work with.</li></ul>WHO WE ARE&nbsp; and WHAT WE DO:At the Department of County Management the work we do is essential to the operation of Multnomah County as a government, as well as an employer. As a team we are committed to being good stewards of public resources. The General Ledger (GL) unit is responsible for ensuring the adherence to accounting standards, prepares the Annual Comprehensive Financial Report and Component Unit Financial Reports, and assists County finance personnel. The GL unit also monitors accounts, provides financial information, protects the Workday system, and safeguards assets.<h4>TO QUALIFY:</h4>We will consider any combination of relevant work experience, volunteering, education, and transferable skills as qualifying unless an item or section is labeled required. Please be clear and specific about how your background is relevant.Minimum Qualifications/Transferable Skills*:&nbsp;<ul><li>Bachelor’s degree in accounting or finance. Experience may substitute for a degree.</li><li>Three (3) years of experience in finance and/or accounting in government or public sector</li><li>Two (2) years of management experience providing supervision and mentorship to staff</li></ul>Preferred Qualifications/Transferable Skills*: You do not need to have the following preferred qualifications/transferable skills to qualify. However, keep in mind we may consider some or all of the following when identifying the most qualified candidates. Please clearly explain on your application how you meet any of the following preferred qualifications/transferable skills.<ul><li>CPA or CPA Candidate</li><li>Experience performing Annual Comprehensive Financial Reports</li><li>Experience with Enterprise Resource Systems, I.e. Workday</li></ul>*Transferable skills: Your transferable skills are any skills you have gained through education, work experience (including the military) or life experience that are relevant for this position. Be sure to describe any transferable skills on your application and clearly explain how they apply to this position.&nbsp;<h4>SCREENING and EVALUATION:&nbsp;</h4>The Application Packet: Your completed application must include the following items.&nbsp;1. A completed online application2. A resume covering relevant experience and education. Please be sure your resume includes the following for each employer: name of employer, location, dates of employment, your title, a brief summary of your responsibilities3. A Cover Letter that expands on your resume, addresses why you are interested in this position and demonstrates how your experience and skill set align with the minimum and preferred qualifications listed.Note: The application, resume and cover letter should demonstrate your work experience/skills and how it is related to those shown in the Overview and To Qualify sections of the job announcement. Please be thorough, as these materials may be scored and determine your eligibility for an interview.-Only apply ONCE for this opportunity. Duplicate applications CANNOT be submitted in Workday.-Internal Applicants: Internal applicants must apply in Workday. Internal applicants who apply via the external site will not be considered.<ul><li>Navigate to your profile in Workday (see:employee launch guide) and to the “Career” section of your profile.</li><li>To complete an application, be sure to complete all sections of your career profile: include Job History, Education, Skills, Languages, Certifications, etc.</li><li>Please note that you will only be able to submit one application (duplicate or revised applications will not be accepted).</li><li>After you have submitted your application, please check your Workday inbox and complete the Veterans’ Preference Questionnaire prior to the application deadline. Your application is not complete until you do this step.</li></ul>Veterans’ Preference: Under Oregon Law, qualifying veterans may apply for veterans’ preference for this recruitment. Review our veterans’ preference page for details about eligibility and how to apply. The recruiter as listed on the job announcement must receive all required documentation by the closing date of the recruitment.The Selection Process: For details about how we typically screen applications, review our overview of the selection process page. We expect to evaluate candidates for this recruitment as follows:&nbsp;<ul><li>Initial review of minimum qualifications: We may do an additional preferred review, phone screen, and/or send out additional supplemental questions to identify those highest qualified.</li><li>Consideration of top candidates: We will consider qualified candidates in order of rank and score from the list of eligible candidates. This may include panel interview(s), a hiring interview, and/or additional testing to determine the best candidates for a position.</li></ul><h4>ADDITIONAL DETAILS:</h4>This recruitment may be used to fill full-time, part-time, temporary, limited duration and on-call positions.Type of Position: This is an Unclassified Executive position that is salaried, FLSA Exempt, and not eligible for overtime pay.Multnomah County offers an exceptional benefits package, including employer-funded retirement savings; health and dental insurance at very low cost to full-time employees and their dependents; paid parental leave; wellness programs; a focus on work-life balance; and much more. Find more details on ourbenefits website.Equal Pay Law:&nbsp;Please be advised that the pay range listed for this position is intended to provide general guidance on the earning potential for the role. However, actual compensation will be determined in accordance with the Oregon Equal Pay Law and will take into account factors such as the candidate's relevant experience, education seniority, training, and/or tenure. Candidates should expect that initial offers will be made within the listed pay range and may not be at or near the top of the range.Schedule: Monday - Friday; There may be some flexibility with start and end times.Hybrid Telework: This position is eligible for “hybrid telework,” meaning you will be working both remotely (from home) and in person at an onsite location. The designation of Hybrid Telework may be subject to change at a future time. All employees must reside in Oregon or Washington; the county cannot support ongoing telework from other locations. The onsite work location for this position is Multnomah Building: 501 SE Hawthorne Blvd., Portland, OR 97214.Serving the Public, Even During DisastersEveryday, Multnomah County staff work together to serve as a safety net for our communities. During a disaster, this safety net becomes even more critical. All County employees have a role in serving the public during inclement weather, natural disaster, or other types of community emergency response. During these emergency responses, while typically there begins with a call for volunteers, county employees may ultimately be reassigned from their current position to a role in the emergency response in order to support the critical needs presented by our communities. For more information, please visit theDisaster Service Worker Informationpage.&nbsp; Diversity and Inclusion: At Multnomah County, we don't just accept difference; we value it and support it to create a culture of dignity and respect for our employees.We are proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran or protected veteran status, genetic information and other legally protected characteristics. The EEO Know Your Rights poster is available for your reference. Multnomah County is a VEVRAA Federal Contractor. We request priority protected veteran referrals.Veterans’ Preference: Under Oregon Law, qualifying veterans may apply for veterans’ preference. Review our veterans’ preference page for details about eligibility and how to apply.Accommodation under the Americans with Disabilities Act: We gladly provide reasonable accommodation to anyone whose specific disability prevents them from completing an application or participating in this recruitment process. Please contact the recruiter below in advance to request assistance. Individuals with hearing or speech impairments may contact the recruiter through the Telecommunications Relay Service by dialing 711.Questions?Recruiter:Sita KhalsaEmail:<a href="mailto:sita.khalsa@multco.us" target="_blank">sita.khalsa@multco.us</a>Phone:+1 (503) 3075525Application information may be used throughout the entire selection process. This process is subject to change without notice.Disclaimer: This announcement is intended as a general descriptive recruitment guide and is subject to change. It does not constitute either an expressed or implied contract.Job Profile:9336 - Finance Manager

Controller

AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big?As a Credit Analyst, you will underwrite, and review submitted applications from new and used automotive dealers. In addition, you will communicate decisions to appropriate individuals, uphold fair lending practices, and meet targets for productivity, quality and customer satisfaction.Job Responsibilities<ul><li>Review, analyze and underwrite complex auto loans within company guidelines.</li><li>Assist with negotiation of contracts based on lending guidelines.</li><li>Interact daily with automotive dealerships and gather information needed to make appropriate credit decisions with the ability to explain the rationale behind credit decisions made to dealerships and CIG Sales Managers if needed.</li><li>Build and maintain effective relationship with assigned automotive dealership base</li><li>Build and maintain positive working relationship with peers and Sales Managers</li></ul>Essential Knowledge, Skill and Licenses<ul><li>Knowledge of Consumer Auto Finance with 2 - 5 years of underwriting experience required</li><li>Thorough knowledge of credit review process and credit scoring</li><li>Strong analytical, organizational and time management skills</li><li>Strong verbal and written communication skills&nbsp;</li><li>Demonstrated ability to develop business relationships with dealer principals, Sales Team as well as Peers</li><li>Strong negotiation and decision-making skills</li></ul>Physical Demands<ul><li>Continuous use of personal computer/monitor/keyboard.</li><li>Physical Demand: None. Amt./Frequency: N/A</li><li>On-site staff preferred</li></ul>This person can work in either Fort Lauderdale, FL or Irving, TX.<h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Credit Analyst

<h3>Job Description:</h3>The Group Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.The Role Fidelity Investments is looking for a Quantitative Analyst to join the Systematic Equity Strategies (SES) group — a part of Quant Research and Investments (QRI) Division. The SES team is responsible for the research, design, development, and implementation of systematic active and tax-managed equity strategies. Assets under management is approximately $25B and spans multiple equity products and customized separately managed accounts serving both intermediary and institutional investors.Reporting to the Head of the SES Research, the quantitative research analyst will be responsible for developing and maintaining quantitative stock selection models globally. Additional responsibilities include:<ul><li>Improving performance of stock selection models though idea generation, rigorous empirical analysis and back-testing. Investigate large structured as well as novel data sources to generate alpha</li><li>Actively participating in the team’s research agenda and taking responsibility for the full life cycle of each project from idea generation, research design, back-testing and portfolio simulations, to implementation</li><li>Partnering closely with other team members to enhance the investment process by investigating techniques to improve portfolio construction and optimization</li><li>Implementing quantitatively based equity models, transaction cost modeling, risk mitigation as well as evaluating and developing new risk models</li><li>Working in a collaborative team environment that integrates quant research, technology and trading and drive improvements to quant infrastructure and technology platform</li></ul>The quantitative analyst position offers a valuable opportunity to learn and excel within a talented investment department for an elite investment organization. The Experience &amp; Skills You Bring We are seeking individuals who have the following characteristics:<ul><li>10+ years of experience in quantitative equity research, preferably in asset management, investment consulting or academic research institutions</li><li>Deep understanding of econometrics, mathematics, and hands-on programming skills along with a passion for investing in the financial markets</li><li>Relevant experience with multi-factor models, quant equity portfolio construction, TCA, market impact modeling and strong equity microstructure knowledge preferred</li><li>Strong Data Science, Data Visualization skills. Proficiency with programming languages and statistical software (e.g., Python, R, MATLAB, SQL, VBA, Tableau)</li><li>An advanced degree, Masters or Ph.D. (preferred), in finance, quantitative economics, statistics, computer science, math, or the physical sciences</li><li>Deep knowledge of various financial and economic databases like Compustat, Worldscope, IBES etc. Experience with financial packages, portfolio optimization and management tools (e.g., FactSet, Bloomberg, Axioma, Barra)</li><li>Ability to think independently with good economic intuition as well as strong presentation and communication skills</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

27 Controlling / Finance Jobs