Jobs at Prudential Financial
545,667 open positions
Prudential Financial, headquartered in Newark, New Jersey, is a global insurer and wealth‑management firm that has embraced digital transformation. The company invests heavily in cloud, data analytics, and AI to streamline underwriting, claims processing, and personalized financial advice.
Hiring spans software engineers, data scientists, cybersecurity specialists, product managers, and cloud architects. Candidates can expect rigorous technical interviews, collaborative cross‑functional teams, and opportunities to work on real‑time risk models and scalable microservices.
Job Transparency provides exact salary ranges and employee sentiment for each role, letting you benchmark compensation against industry peers and understand team culture before applying.
Manager of Business Intelligence
Company: Desert Financial Credit Union
Location: Phoenix – Mesa – Scottsdale, AZ
Posted Sep 25, 2023
Experience with Microsoft Office (Outlook, Word, Excel and Power Point, Project, SharePoint, and Visio) required. Knowledge of data bases, and the development of reports, dashboards, visualizations and analytic models required. Banking/Financial industry preferred. Mater's degree in Computer Science, Information Technology, Business, Statistics or related field preferred. For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers 4+ years function experience in information technology, software development, BI reporting or related experience required. Strong problem-solving and critical-thinking abilities required. Strong attention to detail and required. What you will need: Bachelor's degree in Computer Science, Information Technology, Business, Statistics or related field required. This will involve getting feedback from clients through surveys and other means, improving processes, documenting standards, and ensuring that objectives, scope, requirements, milestones, deliverables, schedule and cost estimates are met.
Associate Corporate Actuary - Modeling
Company: Global Atlantic Financial Group
Location: Boston, MA
Posted Sep 25, 2023
Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. The base salary range for this role is $91,505 to $174,000. LI-CA1LI-HybridTOTAL REWARDS STATEMENT Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We are active in our communities-New York: Red Hook Conservancy, Girls Who Invest and The Bowery MissionBoston: Cradles to Crayons, Project Bread, Let’s Get Ready, Rise Against Hunger, Salvation Army and many other local volunteer organizations in around the Boston areaHartford: Habitat for Humanity, Foodshare, Humane Society, Hands on Hartford, Mercy Shelter and Dog Star RescueIndianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research FoundationBatesville: American Cancer Society Relay for Life, Angels of Giving, Margaret Mary Health Foundation, Ripley County Community Foundation, Safe Passage, Batesville High School Sponsorships, local area youth sports and food pantries, as well as many othersDes Moines: United Way, Central Iowa Shelter & Services, Junior Achievement of Central Iowa and Make a Wish FoundationBerwyn: Food drive and will be planning an event to help a local family over the holidaysAtlanta: Packaged Good Organization, which helps the most vulnerable community members with providing personalized care packages for people in need including the elderly, our armed forces, the homeless and hospitalized kidsBermuda: Sponsor of a weekly feeding program operated by The Hamilton Seventh-Day Adventist ChurchSocial platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email [email protected] click on the links below to learn more about Global Atlantic.Global Atlantic Privacy Statement Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. At times, your email may block our communications. Support internal and external audit functionsQUALIFICATIONSEducation and experience equivalent to a four-year college degree in actuarial science, mathematics, statistics, finance, or other related field is required.Newer FSA or established ASA with four or more years of experience in the life/annuity insurance industry is preferred.Direct experience with MG ALFA or other actuarial valuation / projection software is required.Understanding of assets and ALM modeling is preferred.Experience with database, PowerBI or other data visualization tool is a plus.Demonstrated high competency to solve complex calculations and dive into technical details.Be able to work under competing timelines and adapt to changing priorities.Strong problem-solving, technical and analytical skills.Ownership, think out-of-the-box and self-motivated.Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications.
Sr Application Developer
Company: Farm Bureau Financial Services
Location: Des Moines, IA
Posted Sep 29, 2023
Farm Bureau Financial Services is seeking a self-driven, energetic Application Developer to join their high-performing team in West Des Moines. The role involves maintaining vendor and in-house applications, providing technical guidance, and developing new applications. Desired skills include Java, Informatica, Cobol, and SSRS/MRS report development. The company values a culture of integrity, teamwork, and passion, offering competitive benefits and opportunities for growth.
Senior Associate, Investment Accounting
Company: Global Atlantic Financial Group
Location: Boston, MA
Posted Sep 26, 2023
We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We are active in our communities-New York: Red Hook Conservancy, Girls Who Invest and The Bowery MissionBoston: Cradles to Crayons, Project Bread, Let’s Get Ready, Rise Against Hunger, Salvation Army and many other local volunteer organizations in around the Boston areaHartford: Habitat for Humanity, Foodshare, Humane Society, Hands on Hartford, Mercy Shelter and Dog Star RescueIndianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research FoundationBatesville: American Cancer Society Relay for Life, Angels of Giving, Margaret Mary Health Foundation, Ripley County Community Foundation, Safe Passage, Batesville High School Sponsorships, local area youth sports and food pantries, as well as many othersDes Moines: United Way, Central Iowa Shelter & Services, Junior Achievement of Central Iowa and Make a Wish FoundationBerwyn: Food drive and will be planning an event to help a local family over the holidaysAtlanta: Packaged Good Organization, which helps the most vulnerable community members with providing personalized care packages for people in need including the elderly, our armed forces, the homeless and hospitalized kidsBermuda: Sponsor of a weekly feeding program operated by The Hamilton Seventh-Day Adventist ChurchSocial platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email [email protected] click on the links below to learn more about Global Atlantic.Global Atlantic Privacy Statement Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this role is $80,000 to $151,000LI-AN1LI-HYBRIDTOTAL REWARDS STATEMENT Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. All candidates must, in addition to possessing the specific qualifications cited below, work well within a complex, fast-paced, fluid environment, and strong organizational and interpersonal skills.Responsibilities include, but are not limited to:Prepare and deliver quarterly management reports that provide analysis for investments by asset class, product block and legal entity. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. CPA, MBA, CFA preferredMinimum 5+ years of relevant accounting and/or finance experienceExperience with MS Excel, Hyperion query tools (FCC, Essbase), Peoplesoft platforms, data warehouse a plus.Familiarity with investment accounting systems (Clearwater) preferred Preferred Qualifications:Strong focus on process improvement and automationCustomer service mindsetStrong quantitative and analytical skillsExcellent computer skills, including MS ExcelPro-active, detail oriented, deadline driven; possess excellent documentation and analysis skills.Results oriented, flexible, self-motivated, and able to work in a team environment with limited direct supervisionProven ability to successfully handle competing priorities and multiple deliverablesApplicants must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. 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Data and Reporting Analyst
Company: Cascade Financial Services
Location: Remote
Posted Sep 29, 2023
Together, we will continue to lead the way and make a difference. We believe in work/life balance and a positive/family-like work environment.Join our team and assist us to Serve the American Dream Through Attainable Home Ownership. ! We are focused and dedicated to developing and providing a platform for growth. We are proud of the team that we've built and are looking for great people who will embrace our values and contribute to them: Be Unique, Be Innovative & Be Ambitious. Consistently able to meet working hours and deadlinesYou are driven and self-motivatedYou can demonstrate experience working in Microsoft Office suite software; and can learn other data mining tools quicklyYou can multitaskAbout Cascade & Our Culture:Since opening our doors in 1999, Cascade Financial Services has grown to become one of the most trusted lenders in Attainable Housing. You will assess business needs, design, create, and deliver reports and data that drive business functions and processes. This role will work throughout the company, utilizing one’s technical and analytical skills to aid every department in business decisions.At Cascade Data and Reporting Analyst will:Create, design, and deliver comprehensive reports while working across all segments of the businessDevelop in Postgress, MSSQL and Python, using stored procedures and functionsPartner with Business Heads to create a more transparent view of the business through Tableau reporting and data visualizationEvaluate/improve current reporting process to drive efficiencies across the organizationAutomate data and analytical processes that provide information in an efficient wayPropose and implement KPI and other metrics for the company’s financial and business partnersYour Experience:BA/BS degree in Business Analytics, Computer Sciences, Finance or equivalent degree3-5 years of focused experience building and delivering data and reporting across an organizationExperience in Postgress and MSSQL required, Python preferredWorking knowledge of TableauUnderstanding of data architecture and table structuresFinancial/Mortgage banking experience preferredStrong analytical skillsAbout You:You are eager. Our goal is to help thousands of families realize the dream of home ownership by offering mortgage loan solutions customized to the manufactured housing marketplace leveraging state-of-the-art business automation coupled with the most skilled professionals in the industry.The Cascade culture lives in our team members!! Medical, Dental, Vision, Life, 401K match, PTO, Sick Time, 10 Paid Holidays, Remote work opportunitiesWhat you'll do at Cascade:Serve the American Dream Through Attainable Home Ownership.Cascade Financial Services is seeking an experienced Data and Reporting Analyst, a key role within our fast growing organization. The Analyst will play a fundamental role in Cascade’s continued growth and the development. Constantly striving to learn and develop new skillsYou are dependable.
Life Illustrations Specialist
Company: Global Atlantic Financial Group
Location: Des Moines, IA
Posted Sep 26, 2023
We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We are active in our communities-New York: Red Hook Conservancy, Girls Who Invest and The Bowery MissionBoston: Cradles to Crayons, Project Bread, Let’s Get Ready, Rise Against Hunger, Salvation Army and many other local volunteer organizations in around the Boston areaHartford: Habitat for Humanity, Foodshare, Humane Society, Hands on Hartford, Mercy Shelter and Dog Star RescueIndianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research FoundationBatesville: American Cancer Society Relay for Life, Angels of Giving, Margaret Mary Health Foundation, Ripley County Community Foundation, Safe Passage, Batesville High School Sponsorships, local area youth sports and food pantries, as well as many othersDes Moines: United Way, Central Iowa Shelter & Services, Junior Achievement of Central Iowa and Make a Wish FoundationBerwyn: Food drive and will be planning an event to help a local family over the holidaysAtlanta: Packaged Good Organization, which helps the most vulnerable community members with providing personalized care packages for people in need including the elderly, our armed forces, the homeless and hospitalized kidsBermuda: Sponsor of a weekly feeding program operated by The Hamilton Seventh-Day Adventist ChurchSocial platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email [email protected] click on the links below to learn more about Global Atlantic.Global Atlantic Privacy Statement Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this role is$35,592—$68,140 USDTOTAL REWARDS STATEMENT Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling. POSITION OVERVIEW This role will have primary responsibility for the support of Global Atlantic processing of Life policy illustrations created in conjunction with a contractual change like a Term Conversion or a Guaranteed Purchase Option. This role will also serve as a back-up to other analysts supporting the processing and oversight of the Life Insurance business. Successful incumbent will partner closely with operational teams, product, compliance, legal, and key vendor partners. PURPOSE:Ensures timely and accurate processing of illustrations related to term conversions and guaranteed purchase options.Drives continual improvement of the Customer Experience within the life business by leveraging effective Quality and Audit controls.Analyzes problems impacting business processes and develops both systematic and procedural recommendations to solveOptimizes Global Atlantic’s return, balancing strategic with operational procedures, risks, and expenses.ACCOUNTABILITIES:Collaborate with GA and TPA partners responsible for day-to-day work related to complex policy changes within the Life businessCreate illustrations for new policies that will be issued in conjunction with a contractual privilege or obligation—term conversions and guaranteed purchase optionsAssist in the handling of exceptions, escalations, and complaint cases while weighing company philosophy, compliance, business risks, tax, regulatory ramifications and administrative costs.Support special projects and system enhancements related to illustration software and reportsCommunicate effectively with internal teams and external financial professionals regarding the status of their illustration requestKEY RELATIONSHIPS:TPA and Vendor-Provider ManagementBusiness Relationship Management TeamsOperations teams including Contact Center, Quality and RiskInternal Audit and Risk managementCompliance and LegalIT management KEY PERFORMANCE INDICATORS:Timeliness and accuracy (meeting or exceeding established performance expectations of the team)Enhanced customer service experience with accuracy, meeting deadlines, demands and emotionsAbility to effectively resolve escalated customer demandsAbility to recognize and manage confidential and sensitive dataAbility to research, detect and report issues posing an unacceptable riskQUALIFICATIONS:Bachelor’s degree or equivalent work experience preferred2 to 3 years industry experience, life/annuity experience or TPA vendor management experience preferred. Life experience or experience in running inforce illustrations/ledgers strongly preferred.Strong analytical skills with an attention to detailEffective verbal and written communicationAbility to make decisions, use independent judgment, establish priorities, and work effectively on multiple initiatives simultaneously in a fast-paced environment.EXPERIENCE:2 to 3 years of experience in the Insurance or Financial Services IndustryProficient with Microsoft office products with focus, (MS Word, Excel, PowerPoint)Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range.
ChathamDirect Support Specialist
Company: Chatham Financial
Location: Greater Denver Area
Posted Sep 26, 2023
To learn more, visit chathamfinancial.com.LI-onsiteLI-NC1 A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. Opportunities exist to expand the responsibilities of this role, particularly in client success.Responsibilities:Build relationships with clients’ business users to understand their specific ChathamDirect processesGain proficiency in derivative products supported by ChathamDirect softwareBecome a ChathamDirect technology subject matter expert and provide first contact support for existing clients within the defined service modelAnswer functional client questions, troubleshoot issues, and coordinate internally with team members to escalate issues when necessaryManage support cases, including phone and email, from initial logging to resolution using Chatham’s CRM toolWork with Product Owners to understand the overall product development roadmap and relay client feedback which positively contributes to the development roadmapWork with peripheral teams to understand the full client lifecycle from pre-sales, sales, solution design and implementation, ongoing support and client successContribute to and curate the ChathamDirect Support online help toolGather client case data, identify case trends, and present regularly to the teamRepresent the voice of our clients with key internal stakeholdersContributors to your success:Successful candidates for the role should possess the following skills:Ability to learn abstract and complex concepts quickly, including but not limited to technology, finance, derivatives, and accountingCritical thinking and problem-solving abilities with a solution-based mindsetExtremely high attention to detail, accuracy, and organizationCollaborative mindsetAptness to gauge client satisfaction and the determination to drive a world class, white-glove client experienceCapability to quickly build professional relationshipsCapacity to prioritize and execute tasks in a short timeframeOngoing desire to expand your knowledge and skillset while growing your career Professional Requirements: The following technical experience will help ensure success in this role:Bachelor’s degree and 2+ years relevant work experience in client facing support or a software/technology-related field, preferably in a B2B environmentExperience with Salesforce, FreshDesk, or other CRM tool(s)Strong proficiency with Microsoft Excel and PowerPointKnowledge of SQL or other similar database technologies is a plusExposure to software and data integration platforms and ETLs such as Boomi and API management tools is a plusExperience working within a client success operation is a plusBasic knowledge of Single Sign-On technologies is a plusAbout Chatham Financial:Chatham Financial is the largest independent financial risk management advisory and technology firm. Front-end support and client satisfaction are the primary focus, while process improvement and internal communication are strong secondary focuses. For technical or advisory related issues, the Support Team member will coordinate with the appropriate Chatham employees to deliver timely resolutions. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. The Corporates ChathamDirect Team operates in a dynamic environment, working with knowledgeable professionals to solve complex problems while building relationships to deliver meaningful impacts for our clients.The Role: The Client Support Team is the first point of contact for many of our largest clients, taking the lead in answering their questions and solving functional issues within the platform. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day. We seek individuals who will thrive in our culture and make a significant impact over the long term. Most of our team members do not come to Chatham with a deep understanding of derivatives; therefore, we conduct a mix of classroom and apprentice-style training. We look for people who have consistently demonstrated drive, determination, academic, and professional accomplishments throughout their lives. We invest a great deal of time in training our employees, and we are looking for individuals who want to make a long-term commitment to the company.ChathamDirect is a robust SaaS based platform which helps corporate treasury teams manage financial risk, transactions, and hedge accounting. The ChathamDirect Team is seeking a Client Support Specialist to help meet the increasing need of our corporate treasury technology clients and prospects.
Associate, Accounting Advisory
Company: Chatham Financial
Location: Other US Location
Posted Sep 25, 2023
To learn more, visit chathamfinancial.com.LI-onsite LI-NC1 You will have the opportunity to develop a specialization in this role – work with intelligent colleagues who are as invested in your success as they are in their own, learn about many different industries in an environment that encourages asking questions, and develop in your role.In this role you will:• Prepare technical accounting memos and be involved in technical accounting research related to complex areas of financial risk management• Support team members in structuring, implementing, and communicating accounting strategies related to derivative transactions, which typically include documentation, system configuration, and quantitative testing• Work directly with clients in onboarding their company’s financial portfolios into our technology platform• Lead projects to streamline internal processes and drive efficiencies through technology automation• Assist in preparation of month-end accounting deliverables for clients Contributors to your success:• A bachelor’s degree in accounting, preferably with a minor or double major in economics or finance.• Up to 4 years of experience in public accounting audit or accounting advisory (Big 4 a plus)• Strong verbal and written communication skills with the ability to distill complexity concisely to a diverse range of client audiences.• Strong attention to detail• Quantitative/analytical skills and mathematical proficiency• Collaborative mindset and team-first mentality• Ability to prioritize competing demands and align resources proficiently to deliver a high level of client service• Proven drive, intellectual curiosity, and desire to grow personally and professionally• Excel/PowerPoint experience preferred• A desire to pursue Certified Public Accountant (CPA) designation is strongly encouraged About Chatham Financial:Chatham Financial is the largest independent financial risk management advisory and technology firm. In this role, you will be a key contributor to maintaining this high level of service. As you progress, you will become an integral part of our client relationships, serving as the face of Chatham and becoming a trusted advisor. To support the growth, Chatham’s Hedge Accounting team is looking for an Accounting Advisory Consultant who is interested in accounting, economics, and financial risk management. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 600 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. A successful candidate will enjoy a collaborative environment, an apprenticeship development model, and be interested in challenging, client-serving work.Your impact:One of Chatham’s purposes is to have an impact on our clients. As an organization dedicated to exceptional client service, we strive to exceed client expectations with our responsiveness, availability, and expertise. However, we seek to work with our team members to provide flexibility when needed to help manage personal and professional lives. Chatham’s Hedge Accounting team is experiencing significant growth in its Kennett Square and Denver offices.
Product Operations Specialist
Company: First Command Financial Services, Inc.
Location: Dallas-Fort Worth, TX
Posted Sep 25, 2023
License (required) Knowledge, Skills and Abilities Specific knowledge of all risk (insurance and annuity) products (required)Fundamental knowledge of all products offered by First Command Financial Planning Advisors (preferred)General knowledge of the financial planning industry (preferred)Strong communication, interpersonal skills and time management skills (required)Strong analytical and problem-solving skills (required)Excellent attention to detail (required)Ability to work independently with minimum supervision (required)Proficient in all needed technology (including but not limited to: AS400, ACE, Sharepoint, MS Office, Business Partner/ Carrier Websites and data systems (preferred) LI-NC1 Education College degree required (previous work experience will be considered) Work Experience 5 years office experience (required)3 years previous Insurance experience (required)Customer Service experience (preferred) Certifications Life & Health Group I Ins. Supports the Integrated Sales Team, Insurance Operations team, and leadership as required. Must have a working knowledge of all insurance and annuity products offered by First Command and overall understanding of insurance processes.Support Product Managers bymaintaining relationships with key business partners to support Advisors and clients from an operational standpoint, including problem escalation and resolution.Work with other Internal Departments (Financial Services, Licensing, Brokerage Operations, Legal, Advisor Operations, BIS etc.) to resolve Insurance - related issues and to identify areas for process improvement.Troubleshoot issues and collaborate with interdepartmental contacts to coordinate changes in procedure or cross training initiatives.Assist in handling product rate increases, to include obtaining Carrier information, client lists and assist with Field communication and notification, while also supporting Advisors in obtaining options for clients and assisting in making recommendations of policy changes.Coordinate with Carriers and Product Managers to ensure product information remains current and valid in First Reference.Creation and delivery of insurance training for AA's and OM's, Customer Service Center and other ad hoc training needed for internal departments and/ or Field staff.Support Integrated Sales Team with ad hoc reporting and projects as needed.Support Agile Release Trains in initiatives to gain efficiency in operations and service and support a better field, client, and employee experience. You may take part in the organization and the department as a member of an Agile Release Train, shared services, or subject matter expert in innovation initiatives in service, operations, and technology. Additional responsibilities include website content management in conjunction with the Product Managers, ad hoc reports and projected as needed. You will impact the organization through maintaining flexibility and learning additional new skills. Assists with the operational and administrative deployment of new risk management products for the product management group by coordinating with key internal departments. Collaborate with Quality Management as needed for formal complaints.
Transaction Manager
Company: Chatham Financial
Location: Greater Denver Area
Posted Sep 27, 2023
To learn more, visit chathamfinancial.com.LI-onsite LI-BB1 A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 600 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. We seek individuals who are natural leaders, who have a desire and ability to learn quickly, and who fit our culture of service, collaboration, and humility.Your impact:This is an important role within the team, and individuals who perform excellently will be highly valued team members. Career development opportunities involve managing cross-team processes, relationships with counterparty banks, becoming a resident expert in trade operations and derivatives documentation, and structuring, pricing, and executing hedge transactions with dealer banks on behalf of clients.Contributors to your success:Minimum of 2 years of professional work experience preferred.Experience in residential or commercial mortgage processing/closing, bank operations or as a paralegal is a plus, but not a requirement.Experience in managing and organizing documents, trade operations and/or operational process improvement is preferred.Skills in organization, proactive initiative, attention to detail, consistent accuracy, and strong verbal/written communication are critical.Capacity to quickly shift from one task to another in order to keep up with the fast-paced working environment.The ability to create, maintain, and improve highly effective processes is required.Quantitative skills: the ability to work with large amounts of data and understand causal relationships, the ability to work with financial models with attention to detail in both inputs and outputs, and experience with statistical analysis and/or financial modeling is a plus.Communication skills: the ability to communicate complex subject matter in a concise way; the ability to adjust delivery style to accommodate different audiences; the ability to effectively communicate with clients, colleagues, and other stakeholders in a variety of formats (including verbal, e-mail, PowerPoint, and spreadsheets).Collaboration skills: the ability to share information internally to grow the capabilities of the team and to seek out knowledge from others when needed, partnering with external clients throughout a project, delivering on internal requirements to support other teams as needed.Project management skills: the ability to prioritize competing demands and align resources with project deliverables, communicating internal and external expectations throughout a project.A degree in finance is not required, but comfort with math is important.About Chatham Financial:Chatham Financial is the largest independent financial risk management advisory and technology firm. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. While initially, candidates will be focused on learning and implementing the pre and post-trade documentation processes, after experience and growth in the role, successful team members may also support consultants in structuring, pricing, and executing hedge transactions with dealer banks on behalf of clients.In this role you will:Coordinate trade documentation with clients and dealer banks from pre-trade discussions through trade execution and completion.Upload transaction details and transaction documents in the transaction management database.Assist with International Swaps and Derivatives Association (ISDA) documentation by coordinating with internal ISDA experts, attorneys, and banks.Confirm and check economic details of transactions prior to execution and after execution to ensure proper entry.Assist clients to ensure their funds flow properly on all settlements.Manage the tracking and reporting of transaction operations, including outstanding documentation, providing updates and reminders to clients, monitoring the team’s transaction trends, new pipeline deals and deal deadlines, etc.Work closely with the centralized documentation and transaction management team to coordinate compliance requirements such as Know Your Customer (KYC), Anti-Money Laundering (AML) and similar requirements.Review loan documents and extract key economic data as it pertains to hedge structuring.Stay informed and understand new derivatives regulations and their impact on the operational aspects of hedging; serve as a resource on derivatives regulation from a process perspective.Assist in training other team members on salient documentation and regulatory issues and how they impact operations.Travel Requirements: Travel responsibilities could entail being onsite at client offices or travel to other Chatham offices to support internal initiatives.Contributors to your success: Chatham maintains an entrepreneurial culture that rewards teamwork and innovation. As a result, we are looking to hire a new team member for our Trading and Capital Markets (TCM) team. This role will focus on processing trades in our proprietary systems and managing pre and post-trade documentation processes for our interest rate and foreign currency hedging services.The purpose of the role is to continuously improve the efficiency, accuracy, and scalability of our hedging operations as we serve clients with excellence both before and after transactions are executed. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day. Chatham's Global Real Estate hedging advisory teams continue to see robust interest rate and foreign exchange (FX) hedging transaction volumes.
Associate, Actuarial Data Management
Company: Global Atlantic Financial Group
Location: Boston, MA
Posted Sep 25, 2023
We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email [email protected] click on the links below to learn more about Global Atlantic.Global Atlantic Privacy Statement We are active in our communities-New York: Red Hook Conservancy, Girls Who Invest and The Bowery MissionBoston: Cradles to Crayons, Project Bread, Let’s Get Ready, Rise Against Hunger, Salvation Army and many other local volunteer organizations in around the Boston areaHartford: Habitat for Humanity, Foodshare, Humane Society, Hands on Hartford, Mercy Shelter and Dog Star RescueIndianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research FoundationBatesville: American Cancer Society Relay for Life, Angels of Giving, Margaret Mary Health Foundation, Ripley County Community Foundation, Safe Passage, Batesville High School Sponsorships, local area youth sports and food pantries, as well as many othersDes Moines: United Way, Central Iowa Shelter & Services, Junior Achievement of Central Iowa and Make a Wish FoundationBerwyn: Food drive and will be planning an event to help a local family over the holidaysAtlanta: Packaged Good Organization, which helps the most vulnerable community members with providing personalized care packages for people in need including the elderly, our armed forces, the homeless and hospitalized kidsBermuda: Sponsor of a weekly feeding program operated by The Hamilton Seventh-Day Adventist ChurchSocial platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives. The base salary range for this role is $74,000 to $141,000.LI-CA1LI-HybridTOTAL REWARDS STATEMENT Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office. Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling. POSITION OVERVIEWThe position is in the Actuarial Modeling team at Global Atlantic’s Boston office, reporting to the Head of Actuarial Data Management. Key responsibilities will include the following:Define the data required for Actuarial and other models, and make sure that we are receiving that data from counterparties, TPAs, and other sources.Coordinate with the IT department to ensure that the correct data is captured in our company’s Enterprise Data Hub (EDH).Update and maintain the flow of data between EDH and our Actuarial models (Integrate and MG-ALFA).Create/maintain process to ensure that the data feeding the Actuarial models are tested and reconciled.Incorporate related data changes into model governance framework and help set up and execute effective controls.Identify and implement ways to streamline the flow and reconciliation of actuarial data across the valuation process to maximize efficiency and control.Support internal and external audit activities as well as regulatory exams and inquiries, as needed.QUALIFICATIONSBachelor’s degree in Actuarial Science, Mathematics, Statistics, Finance, or other related fieldsASA or FSA with 3+ years of experience in the life and annuity insurance industrySelf-starter and quick learner, being able to solve complex issues independently and in collaborative team settingsStrong communication, technical and analytical skillsRelational database knowledge is requiredExperience with MG ALFA is preferredUS GAAP and US Statutory valuation experience is preferredProgramming language such as Python or SQL a plusAbility to excel in a dynamic and fast-paced environmentVarious jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications.
Hedging Consultant
Company: Chatham Financial
Location: Greater Denver Area
Posted Sep 26, 2023
To learn more, visit chathamfinancial.com.LI-onsite LI-BB1 Career development opportunities involve managing cross-team processes, fostering relationships with counterparty banks, and becoming a resident expert in trade operations. Contributors to your success: Inquisitive mindset, self-starter, team player A bachelor’s degree and approximately 3-7 years of relevant industry experience in finance, valuation, consulting, or accounting MBA or Master's degree in finance or related credentials (CFA, CPA, MAI) a plus, but not required Strong analytical skills and ability to translate raw data into practical information Proven drive, intellectual curiosity, and desire to grow personally and professionallyProven orientation towards collective team performanceStrong presentation and communication skills (verbal and written); experience articulating solutions to a financial problem a plusKnowledge or experience with real estate and debt valuation techniques and methodologies a plus, but not requiredExperience with various financing structures such as CMBS, credit facilities, and mortgages, etc. Your impact: This is an important role within the team, and individuals who perform well will be highly valued team members. a plus, but not required About Chatham Financial:Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. In this role you will: Become familiar with pricing models and generate indications for clients and prospects Prepare client analysisRead, interpret, and analyze loan documentsPrepare and review transaction documents for legal and regulatory complianceEducate and advise clients and industry stakeholdersAssist with client and market research, as well as prepare client deliverablesCollaborate across GRE to identify hedging and non-hedging solutionsExecute trades on behalf of clientsBuild rapport and develop relationships with clients to identify new opportunities Initially, you will be trained (or further trained) in interest rate and foreign currency hedging mechanics and pricing, followed by client advisory, deal structuring, negotiation of terms, and execution of hedges. Our independent advisory approach is supported by technology tools to help investors understand financial trade-offs and execute strategies at the individual asset and portfolio level.&8239; Position Description The Global Real Estate (“GRE”) team is seeking an additional hedge consultant – deal manager to join the Denver private real estate advisory team. As you grow in experience, you will bring value as a relationship manager, participating in all aspects of hedging strategy and transaction execution for a client while growing your expertise in capital markets. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service.