Business, Entrepreneurialism, and Management

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

A Day In The Life

Business, Entrepreneurialism, and Management Area of Interest

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Salary Breakdown

Investment Fund Managers

Average

$134,110

ANNUAL

$64.47

HOURLY

Entry Level

$61,370

ANNUAL

$29.50

HOURLY

Mid Level

$125,990

ANNUAL

$60.57

HOURLY


Current Available & Projected Jobs

Investment Fund Managers

102

Current Available Jobs

17,410

Projected job openings through 2030

Top Expected Tasks

Investment Fund Managers


Knowledge, Skills & Abilities

Investment Fund Managers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Administration and Management

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Reading Comprehension

SKILL

Judgment and Decision Making

SKILL

Speaking

ABILITY

Deductive Reasoning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Inductive Reasoning


Job Opportunities

Investment Fund Managers

  • Information Security Analyst
    Wells Fargo    CHANDLER, AZ 85286
     Posted about 11 hours    

    **About this role:**

    Wells Fargo is seeking an Information Security Analyst on the Data Loss Prevention (DLP) team. This person will be responsible for creating and updating Tableau reporting and answering questions from DLP team as well as business partners.

    **In this role, you will:**

    + Work with others on the team to create reports needed for managing the DLP rules, controls and issues.

    + Work with Tableau lead and take direction from the lead.

    + Gain expertise on how DLP works and understanding data flows.

    + Participate and identify security risks companywide and ensure that appropriate data security procedures and products are implemented

    + Maintain an awareness of bank security policies and government regulations pertaining to information security

    + Review the development, testing, and implementation of security plans, products, and control techniques

    + Develop and implement security standards, procedures, and guidelines for multiple platforms and diverse systems environments

    + Investigate and recommend appropriate corrective actions for data security incidents

    + Identify regulatory changes that will affect information security policy, standards, procedures, and recommend appropriate changes

    + Provide security consulting and project management services on highly complex information security projects and issues

    + Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

    + Interact with internal customers

    + Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

    **Required Qualifications:**

    + 2+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    + 2+ years experience designing and building Tableau dashboards/reports with strong focus on data visualization.

    + Intermediate SQL skills and a proven ability to build and optimize complex Tableau dashboards.

    + Strong analytical skills and attention to detail.

    + Strong understanding of Agile/JIRA.

    **Desired Qualifications:**

    + Any security certifications a plus

    + Experience in understanding data models, machine learning and AI a plus

    + Experience in working with DLP tools a plus

    **Job Expectations:**

    + Ability to work in hybrid environment with an expectation of being on-site in a listed location three times per week.

    **Posting End Date:**

    20 Dec 2024

    **_*Job posting may come down early due to volume of applicants._**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Req Number:** R-415072


    Employment Type

    Full Time

  • Customer Service Representative (Wealth Management Company)
    TEKsystems    Tempe, AZ 85282
     Posted about 11 hours    

    Description

    Hybrid Job - Must be local to Tempe, AZ area

    Equipment provided

    6-8 weeks of training, open book tests

    Will be required to take the SIE exam at 4th month of employment

    Our Financial Service Professionals spend their days on a dynamic set of activities including:

    - World-Class Service: You’ll have the opportunity to deliver stellar experiences with each interaction, embodying our client-centric values.

    - Problem Solve & Advise: Utilize your critical thinking to resolve issues in real-time, ensuring client satisfaction and fostering strong relationships.

    - Research & Navigate: Conduct detailed research and navigate various databases to provide accurate solutions for our clients.

    - Collaborate & Innovate: Work collaboratively with internal teams to ensure efficient and effective resolutions, emphasizing a team-oriented approach.

    - Career & Community: You’ll also have regular time for coaching, career development activities, participate in ERG events and and other opportunities to connect with colleagues and build community.

    Pay and Benefits

    The pay range for this position is $24.00 - $24.00

    • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

    Workplace Type

    This is a hybrid position in Tempe,AZ.

    Application Deadline

    This position will be accepting applications until Dec 5, 2024.

    About TEKsystems:

    We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.


    Employment Type

    Full Time

  • Cyber Security Analyst
    SRP    Tempe, AZ 85282
     Posted about 12 hours    

    Cyber Security Analyst

    Location:

    Tempe, AZ, US

    Date: Nov 27, 2024

    **Requisition ID** : 18078

    **Join us in building a better future for Arizona!**

    SRP is one of the largest public power and water utilities in the U.S. providing electricity to approximately one million customers in the greater metropolitan Phoenix area. Since its founding in 1903, SRP has fostered a culture of stewardship and customer service consistently ranking as an industry leader in customer service according to J.D. Power and named one of Arizona's best employers by Forbes. SRP continues to adapt to its changing business environment by seeking innovative ways to reimagine utility service and the provision of critical resources essential to the life and economy of Arizona.

    **Why Work at SRP**

    At SRP, we foster an inclusive work environment and believe everyone should have a fair chance to work, regardless of who they are. That’s why we value teams with diverse perspectives, experiences, and backgrounds to help SRP deliver on its mission of providing reliable, affordable and sustainable water and power.

    SRP's success is rooted in our employees' happiness, health, and safety. That's why we offer a comprehensive benefits package to meet the needs of our employees and enhance their well-being. In addition to competitive pay and performance incentives, eligible employees can take advantage of the following benefits:

    + Pension Plan (at no cost to the employee)

    + 401(k) plan with employer matching

    + Available your first day: Medical, vision, dental, and life insurance

    + Over 200+ hours of PTO (includes vacation days, holidays, floating holidays, and sick leave)

    + Parental leave (up to 4 weeks) and adoption assistance

    + Wellness programs (including access to a recreation and fitness facility)

    + Short and long-term disability plans

    + Tuition assistance for both undergraduate and graduate programs

    + 10 Employee Resource Groups for career development, community service, and networking

    **Summary**

    The successful candidate will support the mission of providing low cost reliable power to SRP customers by participating in cyber security initiatives to protect the operation. As part of this team you will work closely with technical and non-technical personnel across SRP to evaluate and improve enterprise identity and access management. SRP utilizes a diverse portfolio of technology, and the successful candidate will be able to implement consistent account and access management solutions across a wide variety of technical and business use cases.

    Successful candidate will be able to apply technical expertise and cyber security best practices to identify opportunities to reduce risk, streamline operations, and improve the user experience. Successful candidate will participate in the evaluation and implementation of new cyber security technology and procedures. Successful candidate will demonstrate the ability to provide well researched, specific, relevant and reasonable input to secure and enable new technology initiatives.

    **What You'll Do**

    + Develop, implement and operate access management technology and processes as part of an enterprise cyber security program.

    + Participate in operational support and project execution, as well as internal and external assessment activities.

    + Facilitate access management operations through the day to day support of the customers, partners, and systems involved in the process.

    + Develop process and technology to identify access events, exceptions, or trends which require investigation, remediation or mitigation.

    + Participate in occasional after-hours support activities (on call, project implementation).

    + Coordinate with both internal and external auditors to assist with and respond to audit findings.

    **What It Takes To Succeed**

    Ability to:

    + Understand and navigate the SRP organization in order to provide effective solutions which both secure and enable business operations.

    + Analyze input from SRP's business and technical stakeholders to establish process and technical requirements for access control operations.

    + Provide creative solutions leveraging input from peers, past experience, and industry research.

    + Manage and effectively prioritize multiple (and often competing) assignments.

    + Create and deliver effective communications to technical, business and executive stakeholders.

    + Balance effective access controls with the need to maintain business operations and a positive customer service experience.

    Knowledge and Skills:

    Specific experience and knowledge of fundamental access control principles as they pertain to:

    + Enterprise identity management tools and practices including identity, account, and access lifecycles.

    + Privileged account management tools and practices.

    + Account and access security controls, especially as they pertain to cloud hosted infrastructure/applications.

    + Industry regulations, frameworks, and best practices related to cyber security which shape SRP's access control processes (e.g. NIST, NERC CIP, FICAM, HIPAA, PCI).

    + DoD 8570 Certifications Strongly Preferred (e.g. CISSP/CISA/CISM/GSEC).

    Relevant tools/concepts: Identity and Access Management tools, CASB, IGA, Privileged Account Management (PAM), IDaaS, IaaS, SaaS, MFA, Entitlement Management, Federation, SSO, SAML, OAuth, ITIL, ERP Security, Scripting, LDAP structures and support.

    **Experience**

    Promotion to level 2 requires a minimum of two years of experience at level 1; demonstrated capability to perform advanced and more difficult work as determined by the supervisor.

    Promotion to senior level requires a minimum of three-years of experience at level 2; is fully competent in all aspects of functional area of assignment and as such would be recognized as a specialist in area of assignment and may have periodic or occasional lead responsibilities.

    **Education**

    Completion of a Bachelor's Degree from an accredited institution that prepares the employee for the assignment.

    **Hybrid Workplace**

    SRP currently offers a hybrid workplace, which allows employees whose jobs can be performed remotely, and who have sufficient technical capability, to telework up to three days per week. Although teleworking is available, all employees must live and work in Arizona. We are taking steps to protect the health and well-being of all team members, and by following a number of health and safety protocols, to reduce the risk of the coronavirus (COVID-19).

    **Drug/Alcohol Policy Statement**

    To promote the safety and well-being of our employees, customers, and the communities we serve, SRP is committed to maintaining a drug/alcohol free work environment. Although marijuana may now be legal in Arizona, except as otherwise specified under Arizona law, SRP considers it to be an illegal drug for the purpose of our drug/alcohol policy because marijuana remains illegal at the federal level. Any candidate found to be impaired during the hiring process or who has the presence of an illegal drug or unauthorized substance in their system during the pre-employment drug/alcohol test may be disqualified from further consideration in the hiring process.

    **Equal Opportunity Employer Statement**

    Salt River Project (SRP) is committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, military status, or any other protected status under applicable federal, state or local law.

    **Work Authorization**

    All candidates must be legally authorized to work in the United States.

    Currently, SRP does not sponsor H1B visas, OPT, or other employment-related visa's.

    **Nearest Major Market:** Phoenix


    Employment Type

    Full Time

  • Strategic Planning Analyst 1, 2, Senior
    SRP    Tempe, AZ 85282
     Posted about 12 hours    

    Strategic Planning Analyst 1, 2, Senior

    Location:

    Tempe, AZ, US

    Date: Nov 27, 2024

    **Requisition ID** : 18097

    **Join us in building a better future for Arizona!**

    SRP is one of the largest public power and water utilities in the U.S. providing electricity to approximately one million customers in the greater metropolitan Phoenix area. Since its founding in 1903, SRP has fostered a culture of stewardship and customer service consistently ranking as an industry leader in customer service according to J.D. Power and named one of Arizona's best employers by Forbes. SRP continues to adapt to its changing business environment by seeking innovative ways to reimagine utility service and the provision of critical resources essential to the life and economy of Arizona.

    **Why Work at SRP**

    At SRP, we foster an inclusive work environment and believe everyone should have a fair chance to work, regardless of who they are. That’s why we value teams with diverse perspectives, experiences, and backgrounds to help SRP deliver on its mission of providing reliable, affordable and sustainable water and power.

    SRP's success is rooted in our employees' happiness, health, and safety. That's why we offer a comprehensive benefits package to meet the needs of our employees and enhance their well-being. In addition to competitive pay and performance incentives, eligible employees can take advantage of the following benefits:

    + Pension Plan (at no cost to the employee)

    + 401(k) plan with employer matching

    + Available your first day: Medical, vision, dental, and life insurance

    + Over 200+ hours of PTO (includes vacation days, holidays, floating holidays, and sick leave)

    + Parental leave (up to 4 weeks) and adoption assistance

    + Wellness programs (including access to a recreation and fitness facility)

    + Short and long-term disability plans

    + Tuition assistance for both undergraduate and graduate programs

    + 10 Employee Resource Groups for career development, community service, and networking

    **Summary**

    The Strategic Planning Analyst role requires an individual who can support and coordinate cross functional teams leading corporate initiatives and projects; understand and effectively communicate how research and trends may or may not impact SRP's business operations and customers; and facilitate and lead strategy workshop sessions with business units. In some cases, this role may be at the forefront of supporting leadership efforts, at other times, this role will require supporting the manager with one-off requests, creating strategic reports and documents, drafting weekly reports, editing and reviewing other team members' work, and developing internal relationships to strengthen SRP's Strategic Planning Team's understanding of business units’ current Initiatives.

    **What You'll Do**

    + Work cross organizationally with leadership and others to develop strategies, corporate objectives, initiatives, and goals.

    + Provide accurate and well vetted research that will inform leaderships’ decision making.

    + Look for and help create efficiencies within the enterprise and other business units to streamline workflows, processes, and procedures.

    + Facilitate strategic workshop sessions for business units seeking to develop strategic initiatives.

    + Develop reports, documents, and guides to inform SRP’s workforce on SRP’s Corporate Strategy.

    + Strengthen and develop key relationships with individuals to better elevate Strategic Planning’s understanding of important issues and trends.

    + Effectively communicate and promote SRP’s Strategic Framework and Corporate Strategy through presentations and other forums.

    **What It Takes To Succeed**

    Key Capabilities Needed:

    + succinct and informative communicating and writing style

    + tailor material and information to the needs and asks of specific audiences

    + thorough and dependable research based on verifiable and reputable resources

    + work independently and in a collaborative team environment

    + knowledgeable about Microsoft products (word, excel, PowerPoint, etc.)

    Key Traits Needed:

    + strategic and holistic thinking

    + personable, tactful, and adaptable

    + ability to multitask, self-start, and at times operate in an ambiguous environment

    + active listening

    **Experience**

    Promotion to Level 2 requires a minimum of two years experience at Level 1 and demonstrated capability to perform advanced and more difficult work as determined by the supervisor. Promotion to Senior Level requires a minimum of 3 years experience at Level 2, is fully competent in all aspects of functional area of assignment and as such would be recognized as a specialist in area of assignment and may have periodic or occasional lead responsibilities.

    **Education**

    Completion of a Bachelor's Degree from an accredited institution that prepares the employee for the assignment.

    **Hybrid Workplace**

    SRP currently offers a hybrid workplace, which allows employees whose jobs can be performed remotely, and who have sufficient technical capability, to telework up to three days per week. Although teleworking is available, all employees must live and work in Arizona. We are taking steps to protect the health and well-being of all team members, and by following a number of health and safety protocols, to reduce the risk of the coronavirus (COVID-19).

    **Drug/Alcohol Policy Statement**

    To promote the safety and well-being of our employees, customers, and the communities we serve, SRP is committed to maintaining a drug/alcohol free work environment. Although marijuana may now be legal in Arizona, except as otherwise specified under Arizona law, SRP considers it to be an illegal drug for the purpose of our drug/alcohol policy because marijuana remains illegal at the federal level. Any candidate found to be impaired during the hiring process or who has the presence of an illegal drug or unauthorized substance in their system during the pre-employment drug/alcohol test may be disqualified from further consideration in the hiring process.

    **Equal Opportunity Employer Statement**

    Salt River Project (SRP) is committed to equal employment opportunity regardless of race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, military status, or any other protected status under applicable federal, state or local law.

    **Work Authorization**

    All candidates must be legally authorized to work in the United States.

    Currently, SRP does not sponsor H1B visas, OPT, or other employment-related visa's.

    **Nearest Major Market:** Phoenix


    Employment Type

    Full Time

  • Commercial Surety Underwriter/Financial Analyst
    Travelers Insurance Company    Phoenix, AZ 85067
     Posted 1 day    

    **Who Are We?**

    Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

    **Job Category**

    Underwriting

    **Compensation Overview**

    The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

    **Salary Range**

    $68,600.00 - $113,000.00

    **Target Openings**

    1

    **What Is the Opportunity?**

    Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.

    This role is part of the Commercial Surety team which provides surety bonds for individuals and businesses of all sizes both domestically and internationally. In the role, the Commercial Surety team member works in a fast-paced environment with a local and national team to build client, agent, and broker relationships, evaluate and price risk through financial and contractual underwriting, and offer surety product line solutions to our agents and customers.

    The Associate Account Executive (AAE) will build relationships with agents and brokers to provide insurance or surety solutions to customers. An AAE will analyze and evaluate risk to achieve business goals within an assigned book of business.

    As an AAE, you are decisive, detail-oriented, and are learning to build relationships internally and externally to drive results. As you develop the ability to assess risk and sell our products, you will contribute to the profitability and success of Travelers.

    **What Will You Do?**

    + Manage the profitability, growth, and retention of a typically smaller assigned book of business.

    + Underwrite and negotiate routine customer accounts to minimize risk and maximize profitability.

    + Partner with leadership, execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.

    + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.

    + Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.

    + Identify and capture new business opportunities using consultative marketing and sales skills.

    + Execute agency, region, and group sales plans with guidance from management.

    + Perform other duties as assigned.

    **What Will Our Ideal Candidate Have?**

    + Applicable professional experience.

    + Bachelor’s degree.

    + One to three years of applicable underwriting experience.

    + Working knowledge of products, the regulatory environment, and local market conditions.

    + Critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.

    + Communication skills with the ability to negotiate with agents and brokers.

    **What is a Must Have?**

    + One year of related professional experience.

    **What Is in It for You?**

    + **Health Insurance** : Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.

    + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.

    + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.

    + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.

    + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

    **Employment Practices**

    Travelers is an equal opportunity employer. We believe that we can deliver the very best products and services when our workforce reflects the diverse customers and communities we serve. We are committed to recruiting, retaining and developing the diverse talent of all of our employees and fostering an inclusive workplace, where we celebrate differences, promote belonging, and work together to deliver extraordinary results.

    In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

    If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ([email protected]) so we may assist you.

    Travelers reserves the right to fill this position at a level above or below the level included in this posting.

    To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/ .


    Employment Type

    Full Time

  • Asset & Wealth Management - Tax Senior Manager
    PwC    Phoenix, AZ 85067
     Posted 1 day    

    **Specialty/Competency:** Industry Tax Practice

    **Industry/Sector:** Asset and Wealth Management

    **Time Type:** Full time

    **Travel Requirements:** Up to 20%

    A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

    Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

    To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

    As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

    + Encourage everyone to have a voice and invite opinion from all, including quieter members of the team.

    + Deal effectively with ambiguous and unstructured problems and situations.

    + Initiate open and candid coaching conversations at all levels.

    + Move easily between big picture thinking and managing relevant detail.

    + Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required.

    + Contribute technical knowledge in area of specialism.

    + Contribute to an environment where people and technology thrive together to accomplish more than they could apart.

    + Navigate the complexities of cross-border and/or diverse teams and engagements.

    + Initiate and lead open conversations with teams, clients and stakeholders to build trust.

    + Uphold the firm's code of ethics and business conduct.

    **Additional Responsibilities** :

    PwC is leading the way as technology-enabled business tax advisors who provide value through digitization, automation and increased efficiencies - all made possible by equipping our professionals to succeed in a world where transactions are faster, more complicated and require a deeper level of sophistication. Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals.

    **Custom Orgs** :

    **Global LoS** :

    Tax

    **Other - Justification** :

    recruiting need

    **Job Requirements and Preferences** :

    **Basic Qualifications** :

    **Minimum Degree Required** :

    Bachelor Degree

    **Required Fields of Study** :

    Accounting

    **Minimum Years of Experience** :

    5 year(s)

    **Certification(s) Required** :

    CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

    **Preferred Qualifications** :

    **Preferred Knowledge/Skills** :

    Demonstrates intimate knowledge of compliance and consulting for investment partnerships including hedge funds, mutual funds and private equity funds. Considerable knowledge of structuring of funds and fund management companies to best limit tax liability. Intimate knowledge of alternative investment strategies and vehicles.

    Demonstrates comprehensive tax technical skills, including partnership tax forms. Demonstrates considerable experience identifying and addressing client needs:

    + Building, maintaining, and utilizing networks of client relationships and community involvement;

    + Communicating value propositions;

    + Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

    + Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

    + Seeking diverse views to encourage improvement and innovation; and,

    + Coaching staff including providing timely meaningful written and verbal feedback. Demonstrates success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset.Demonstrates knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to, the following areas:

    + Building, maintaining, and utilizing networks of client relationships and community involvement;

    + Communicating value propositions;

    + Managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials;

    + Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust;

    + Seeking diverse views to encourage improvement and innovation; and,

    + Coaching staff including providing timely meaningful written and verbal feedback.

    + Innovating through new and existing technologies, along with experimenting with digitization solutions;

    + Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients;

    + Utilizing digitization tools to reduce hours and optimize engagements. Advance pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements.

    We are transforming the way we deliver tax services. Find out more about what we do on our Tax Career Page at pwc.to/whatwedotax

    Learn more about how we work: https://pwc.to/how-we-work

    PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

    All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

    For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

    Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

    The salary range for this position is: $119,300 - $328,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance


    Employment Type

    Full Time

  • Wealth Management Associate - AZ, Phoenix, Scottsdale (2678)
    Equitable    SCOTTSDALE, AZ 85258
     Posted 1 day    

    Wealth Management Associate - AZ, Phoenix, Scottsdale (2678) ( PIN\_15039 )

    **Primary Location** : UNITED STATES-AZ-SCOTTSDALE

    **Other Locations** : UNITED STATES-AZ-Phoenix

    **Organization** : Equitable Advisors

    **Description**

    **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

    **Our people**

    Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

    * We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

    * Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

    * Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

    * Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

    **Qualifications**

    **Training and support**

    To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

    Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

    Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

    We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

    **Benefits and compensation**

    Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

    **Equitable Advisors** ’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

    Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE-2827277.4 (7/23)(Exp.7/25)

    **Req ID:** PIN\_15039


    Employment Type

    Full Time

  • Merrill Financial Solutions Advisor: Tucson, AZ Market
    Bank of America    Tucson, AZ 85702
     Posted 1 day    

    Merrill Financial Solutions Advisor: Tucson, AZ Market

    Tucson, Arizona

    **Job Description:**

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

    Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

    At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

    **Job Description:**

    This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

    **Responsibilities:**

    + Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies

    + Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions

    + Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth

    + Understands and accesses the full breadth of resources across the bank to benefit clients or prospects

    + Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor

    + Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

    **The Advisor Development Program (ADP) Journey:**

    During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

    **We’ll help you:**

    + Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!

    + Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

    + Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

    + Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

    **As a Merrill FSA, you can look forward to:**

    + A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

    + Marketing strategies to reach wider audiences with greater appeal.

    + Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.

    + Potential Opportunities for professional growth.

    + Leadership opportunities, including leading client and conference seminars

    **We’re a culture that:**

    + Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

    + Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

    + Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

    + Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

    + Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

    **Required Qualifications:**

    + **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses**

    + Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded

    + Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services

    + Self-starter who efficiently manages time and capacity

    + Sets and accomplishes goals, achieving whatever you put your mind to

    + Builds and nurtures strong relationships

    + Collaborates effectively with others to get things done

    + Communicates effectively and confidently and is comfortable engaging all clients

    + Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment

    + Likes to learn, adapts to new information and seeks the right solutions for clients

    + Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

    **Desired Qualifications:**

    + Proven ability to partner and promote lead generation

    + Experience balancing investment management, sales activities, and new client development

    + Strong computer skills and the ability to multitask in a demanding environment

    + Bachelor's degree, preferably in business-related field

    + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

    + Obtained insurance licenses ​

    **Skills:**

    + Account Management

    + Client Investments Management

    + Client Management

    + Client Solutions Advisory

    + Relationship Building

    + Advisory

    + Business Development

    + Fraud Management

    + Pipeline Management

    + Portfolio Management

    + Client Experience Branding

    + Issue Management

    + Prospecting

    + Referral Identification

    + Sales Performance Management

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.


    Employment Type

    Full Time

  • Finance and Business Operations (FBO) Financial Analyst I / II
    Arizona Public Service    PHOENIX, AZ 85067
     Posted 1 day    

    Finance and Business Operations (FBO) Financial Analyst I / II

    Apply now »

    Date: Nov 21, 2024

    Location: PHOENIX, AZ, US, 85004-3903

    Company: APS

    Our present and future success depends on the creative and dedicated people of our company who demonstrate the principles outlined in the APS Promise: Design for Tomorrow, Empower Each Other and Succeed Together.

    Summary

    Finance and Business Operations (FBO) Financial Analyst I / II

    Step into a role where you’ll make a meaningful impact on business operations and financial performance as a FBO Financial Analyst I / II in our Finance and Business Operations (FBO) team. This position offers a unique opportunity to contribute to key financial analysis projects, including budget preparation, variance analysis, cash flow analysis, forecasting, and more. You’ll partner with business units to deliver insights that support strategic financial and operational decision-making across the organization.

    Whether you’re early in your finance career or looking to build on your analytical experience, this role offers the chance to collaborate with cross-functional teams, expand your expertise, and develop hands-on skills in financial modeling, reporting, and analysis.

    Key Responsibilities:

    + Financial Analysis & Reporting: Conduct financial analyses, including variance, cash flow, and net present value analyses, to support business operations and strategic planning.

    + Budgeting & Forecasting: Assist with budget preparation and financial forecasting to enable effective business unit planning.

    + Data Management & Model Updates: Gather and review data, update financial models, and maintain business operations applications to ensure accuracy and relevancy in decision support.

    + Reporting & Metrics Development: Develop financial and operational report packages, providing insights into business performance and identifying opportunities for improvement.

    + Collaboration: Work closely with finance and business unit leaders on financial planning and reporting projects, contributing to key decision support initiatives.

    If you’re a detail-oriented, analytical thinker ready to take on diverse financial analysis challenges, we invite you to apply for the Financial Analyst I / II position in Finance and Business Operations.

    Minimum Requirements

    Finance and Business Operations (FBO) Financial Analyst I

    + Bachelors' degree in finance, accounting economics, mathematics or related field

    + AND one (1) year prior directly related experience.

    + Basic knowledge of finance or economic analysis & Generally Accepted Accounting Principles, (GAAP).

    + Good research and effective communication. Good word processing and spreadsheet skills

    Finance and Business Operations (FBO) Financial Analyst II

    + Bachelors' degree in finance, accounting economics, mathematics or related field

    + AND two (2) years directly related financial analysis, data analytics or business operation or experience or an equivalent combination of education and experience from which comparable knowledge, skills and abilities have been achieved.

    + Knowledge of finance and economic analysis, business operations, or business planning.

    + Knowledge of Generally Accepted Accounting Principles (GAAP) desirable.

    + Strong research, data management and effective communication skills a must.

    + Knowledge of Microsoft applications (Excel, PowerPoint, SharePoint, etc.) and database tools.

    Preferred Special Skills, Knowledge or Qualifications

    + MBA or Master's degree preferred.

    + Working knowledge of related analytical, financial, database, and/or business operations tools (i.e. Cognos, PowerPlant, Hyperion, Maximo, supply chain and inventory systems).

    + Directly related experience in the utility or energy services industry.

    + Travel may be required.

    Major Accountabilities

    1. Performs basic corporate financial tasks such as budgeting, accruals, variance analysis, and short and long-term forecasting for the business, working under direct supervision.

    2. Supports the monthly finance and accounting close process by performing accruals and variance analysis, and preparation of variance explanations and communication to management.

    3. Assists in administering department programs / plans by maintaining basic knowledge of each and preparing ongoing analyses of specific topics.

    4. Ensures compliance by maintaining appropriate documentation, files, records, systems, and/or desk procedures.

    5. Assists in the development of limited scope financial and operational decision support and business unit planning projects.

    6. Builds knowledge of the primary emerging issues facing the industry and company business specifics.

    7. Develops basic understanding of company, unit policies and procedures, accounting practices, and federal and state regulations.

    Export Compliance / EEO Statement

    This position may require access to and/or use of information subject to control under the Department of Energy's Part 810 Regulations (10 CFR Part 810), the Export Administration Regulations (EAR) (15 CFR Parts 730 through 774), or the International Traffic in Arms Regulations (ITAR) (22 CFR Chapter I, Subchapter M Part 120) (collectively, 'U.S. Export Control Laws'). Therefore, some positions may require applicants to be a U.S. person, which is defined as a U.S. Citizen, a U.S. Lawful Permanent Resident (i.e. 'Green Card Holder'), a Political Asylee, or a Refugee under the U.S. Export Control Laws. All applicants will be required to confirm their U.S. person or non-US person status. All information collected in this regard will only be used to ensure compliance with U.S. Export Control Laws, and will be used in full compliance with all applicable laws prohibiting discrimination on the basis of national origin and other factors. For positions at Palo Verde Nuclear Generating Stations (PVNGS) all openings will require applicants to be a U.S. person.

    Pinnacle West Capital Corporation and its subsidiaries and affiliates ('Pinnacle West') maintain a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, recruiting, hiring, promoting, compensating, reassigning, demoting, transferring, laying off, recalling, terminating employment, and training for all positions without regard to race, color, religion, disability, age, national origin, gender, gender identity, sexual orientation, marital status, protected veteran status, or any other classification or characteristic protected by law.

    For more information on applicable equal employment regulations, please refer to EEO is the Law poster. Federal law requires all employers to verify the identity and employment eligibility of every person hired to work in the United States, refer to E-Verify poster. View the employee rights and responsibilities under the Family and Medical Leave Act (FMLA). Arizona Public Service is a smoke free workplace.

    Hybrid: Employees in hybrid roles work both in their home offices (virtually) and alongside their colleagues (in person).

    In order for employees to build strong relationships and to promote meaningful in-person interactions, hybrid employees are expected to work about 40% of their time in-person at an APS or other (non-home office) location.

    *Employees are expected to reside in Arizona (or New Mexico for Four Corners-based employees).

    *Working from a home office requires adequate technology and an appropriate ergonomic set up.

    *Role types are subject to change based on business need.

    Role Type language was updated on 10/28/2024


    Employment Type

    Full Time

  • Information Security Analyst-M&A Project Management (including Reporting/Documentation)
    American Express    Phoenix, AZ 85067
     Posted 1 day    

    **Description**

    **You Lead the Way. We’ve Got Your Back.**

    With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

    At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

    Join Team Amex and let's lead the way together.

    As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology on #TeamAmex.

    **How will you make an impact in this role?**

    We are seeking a highly motivated individual to join Information Security’s - Merger and Acquisition Cyber Integration Team as an Information Security Analyst. In this role you will be supporting information security due diligence assessments, integration coordination, reporting, and other foundational work necessary as part of mergers, acquisitions, joint ventures, and ventures activities.

    + Support M&A Cyber Integration team programs diligence and integration activities

    + Communicate and coordinate with internal teams to ensure that project timelines and budgets are met

    + Maintain internal documentation library, ensuring processes and other documentation are regularly updated

    + Maintain records to allow for historical trending analysis

    + Utilize tools and documented processes to support consistency and optimization of M&A Cyber Integration processes and support of efforts to measure and improve information security processes

    + Prepares reports on M&A Cyber Integration programs to help develop, track, monitor and report on projects and initiatives

    + Maintains internal documentation library, ensuring that process and other documentation is regularly updated to reflect the latest operational processes and requirements

    + Assists in developing, implementing and monitoring compliance to AXP and Information security policies, standards and procedures, and other policies and standards as appropriate

    **Minimum Qualifications**

    * Bachelor’s degree in computer science, Information Systems, Business Administration, or other related field preferred (or equivalent work experience)

    * 2 years of Information Security/ Relevant experience

    * Strong analytical and problem-solving skills

    * Excellent organizational and time-management skills

    * Strong written and verbal communication skills

    * Experience with reporting

    **Preferred Qualifications**

    * Have CCSP, CISSP, or CSP certifications

    * Experience with low-code/no-code solutions (such as Qlik)

    **Soft Skills Required**

    * Experience preparing (even presenting) material for senior leadership

    * Highly driven, curious & independent personality

    **Qualifications**

    Salary Range: $85,000.00 to $150,000.00 annually bonus benefits

    The 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 our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

    + Competitive base salaries

    + Bonus incentives

    + 6% Company Match on retirement savings plan

    + Free financial coaching and financial well-being support

    + Comprehensive medical, dental, vision, life insurance, and disability benefits

    + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

    + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

    + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

    + Free and confidential counseling support through our Healthy Minds program

    + Career development and training opportunities

    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.

    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/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

    If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

    Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

    **Job:** Technologies

    **Primary Location:** US-Arizona-Phoenix

    **Schedule** Full-time

    **Req ID:** 24013972


    Employment Type

    Full Time


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