location_0_addressRegionName

location_0_addressCountryName

OFFSITE

UNKNOWN

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

YEAR

Unclassified Occupations

Support senior staff with day-to-day management of fixed income portfolios, including but not limited to matching portfolios to their associated models, monitoring cash levels, identifying new opportunities, and trade execution. Develop and maintain customized portfolio analysis utilizing software including Morningstar Direct, Bloomberg, and other internal portfolio accounting and trading systems.

KBSkills

ACTIVE

The Fixed Income Associate will have significant opportunities for learning and professional growth within the firm, gaining cross functional knowledge in investment management. The person in this role will undertake a range of responsibilities, including research, analysis, trading, and operational support. In addition, the individual will help manage fixed income assets in alignment with client guidelines. (S)he will partner with advisors to understand the needs of clients and prospective clients and build presentations to articulate investment solutions. While the role will focus on institutional clients, there will be overlap with wealth management work for private clients. The role provides a significant opportunity for growth within the firm over time with multiple career paths.Position Responsibilities:Client Reporting & Business Development Support<ul><li>Assist the team in updating quarterly fixed income market outlook and commentary.</li><li>Lead the completion of quarterly and annual information requests from existing clients and partners.</li><li>Regularly distribute Bartlett’s fixed income strategy information and performance details to key consultants and institutional partners.</li><li>Quarterback the completion of institutional RFPs and related information requests by establishing relationships with departments across the firm.</li><li>Update and maintain institutional-related marketing and RFP materials.</li><li>Ensure the integrity of Bartlett’s brand, message, and client data in all presentation materials and client review pages.</li><li>Produce various periodic reports and handle special projects as needed.</li></ul>Strategy Implementation<ul><li>Support senior staff with day-to-day management of fixed income portfolios, including but not limited to matching portfolios to their associated models, monitoring cash levels, identifying new opportunities, and trade execution.</li><li>Develop and maintain customized portfolio analysis utilizing software including Morningstar Direct, Bloomberg, and other internal portfolio accounting and trading systems.</li><li>Maintain and regularly update an internal list of the fixed-income team’s favored investments with pricing, credit ratings, and related information.</li><li>Maintain broad knowledge of financial markets, current events, and economic trends, and evaluate their effects on Bartlett’s fixed income investment strategies.</li><li>Conduct research and analysis across the firm’s fixed-income holdings and effectively communicate findings to the broader team.</li></ul>Knowledge, Skills, and Abilities:<ul><li>Self-starter with a strong work ethic and ability to manage one’s work on a day-to-day basis without constant oversight, meet deadlines, and handle a high volume of work with accuracy.</li><li>Team-oriented approach with the ability to collaborate with Operations, Technology, Investment, and Marketing teams and develop effective relationships with colleagues.</li><li>The ability to communicate effectively with a wide range of people in a professional manner, both orally and written.</li><li>The ability to creatively enhance data through storytelling.</li><li>Strong organizational/process management skills with the ability to prioritize work.</li><li>Have a sense of urgency and keen attention to detail.</li><li>Analytical ability to troubleshoot and problem-solve.</li><li>High regard for confidentiality.</li><li>Show innovative and creative thinking.</li><li>Fundamental understanding of various asset classes including equity, fixed income, and alternatives.</li></ul>Position Requirements:<ul><li>Bachelor’s degree in a related field (Finance, Economics, or other business degree is preferred).</li><li>Knowledge of capital markets, investment strategies, and the institutional investment landscape.</li><li>Pursuing the CFA or having an interest in doing so, is highly desirable.</li><li>3+ years of relevant experience with a financial services firm.</li><li>Proficiency in Microsoft Office solutions, especially Excel, PowerPoint, and Word.</li><li>Experience and familiarity working with Morningstar Direct, and Bloomberg is preferred.</li></ul>What we offer:<ul><li>A Top Workplace winning culture built on teamwork, integrity, and diligence.</li><li>Engaging work environment.</li><li>Opportunity for professional growth and development.</li><li>A hybrid work schedule.</li><li>Competitive salary and eligibility for annual firm profitability/individual performance incentive.</li><li>Comprehensive benefits package includes medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below.</li><li>401(k) plan with match and profit-sharing contribution.</li><li>Generous paid time off.</li><li>Paid parental and medical leave.</li></ul>#J-18808-Ljbffr

Bartlett Wealth Management

Fixed Income Associate

Analysis Skills

Business Development

Capital Markets

Chartered Financial Analyst (CFA)

Communication Skills

Credit Risk

Cross-Functional

Customer Relations

Customer/Client Research

Detail Oriented

Economic Analysis

Economics

Establish Priorities

Finance

Financial Services

Fixed Asset Management

Fixed Income Investments

Identify Issues

Investment Management

Investment Strategy

Marketing

Microsoft Excel

Microsoft Office

Microsoft PowerPoint

Microsoft Word

Needs Assessment

Operational Support

Organizational Skills

Portfolio Accounting

Portfolio Analysis

Pricing

Problem Solving Skills

Process Management

Profit & Loss

Request for Proposals (RFP)

Research Skills

Sales Presentation

Sales Prospecting

Stock Market

Storytelling

Team Player

Technical Operations

Time Management

Trading Systems

Trend Analysis

Wealth Management

JobLeads

Compliance Specialist

This is a responsible administrative position within the Finance Department with a wide variety of duties pertaining to purchases orders, coordinating and planning the daily activities of the finance office, including the upkeep of financial records and handling of citizen inquiries made to the County Finance Department. Prepares bid specifications and/or modify existing specifications, or adopts specifications prepared by others in accordance with governmental procurement guidelines for goods or services greater than $40,000.

Description:Job SummaryThis is a responsible administrative position within the Finance Department with a wide variety of duties pertaining to purchases orders, coordinating and planning the daily activities of the finance office, including the upkeep of financial records and handling of citizen inquiries made to the County Finance Department. Responsibility includes procurement, compliance and contract management duties. Major Essential Duties <ul><li>Ensure that Finance and Occupation License Department functions are carried out in compliance with all state and federal laws as well as the requirements of the state local finance officer</li><li>Assure internal controls are established, maintained, and documented in compliance with organization objectives</li><li>Perform periodic reviews of financial transactions and account reconciliations </li><li>Prepare quarterly compliance reports for review and approval by the county administrator</li><li>Review occupational license tax returns for underpayments and delinquencies, contact non-compliant entities, and conduct audits for legal compliance</li><li>Continuous improvement mindset with regards to making established processes more efficient </li><li>Prepares bid specifications and/or modify existing specifications, or adopts specifications prepared by others in accordance with governmental procurement guidelines for goods or services greater than $40,000.</li><li>Communicates effectively and works closely with all departments concerning their procurement needs. </li><li>Initiates contact with vendors for product and/or service pricing and responses to questions related to purchasing/procurement greater than $40,000. </li><li>Conducts bid openings, compiles bid information to assist with and/or complete review of bids for goods or services greater than $40,000. </li><li>Prepare and/or assist with the legal advertisement relating to the activities of County procurement and related activity. </li><li>Maintains and keeps current all contracts, lease agreements, maintenance agreements for the Fiscal Court to include electronic version. This includes assuring appropriate records retention and destruction.</li><li>Understand and review the budget expenditure line items for purchasing appropriation.</li><li>Prepares Finance Department requisitions.</li><li>Helps monitor general ledger account coding for all requisitions</li><li>Perform contract management and tracking for all contracts entered by the county.</li><li>Ensures proper recordkeeping and all state and federal reporting of state and federal reimbursement funds.</li><li>Audit projects assigned by the Finance Director including but not limited to Service contract and operating leases, Subscription-based information technology arrangements, and the SEFA. </li><li>Capital projects tracking and reporting.</li><li>Serves as a Compliance Officer for the Finance and Occupational License Departments </li><li>Works with the County's Alcoholic Beverage Control Licensing department to ensure financial compliance with county, state, and all other applicable regulations.</li></ul> Minor Essential Duties <ul><li>Assists Supervisor in budget preparation, budget monitoring and general budget matters.</li><li>Assists Supervisor in annual audit preparation and external reporting</li><li>Performs other functions as necessary or assigned</li><li>Assist supervisor and co-workers in the preparation and completion of monthly, quarterly, annual and specialized reporting</li></ul> Supervisory Responsibilities <ul><li>None</li></ul>Relationships <ul><li>This person works under the direct supervision of the Finance Director</li></ul> Requirements:Education and/or Experience <ul><li>Graduation from a four-year college or university with a degree in accounting or any combination of experience and training which provides the desired knowledge, skills, and abilities. </li><li>Preferred 5 years of procurement and/or compliance experience. </li></ul> Language Skills<ul><li>Good verbal skills, ability to communicate effectively with coworkers, peers, management and the general public; ability to provide clear, easily understood explanations and directions</li><li>Good writing skills; ability to prepare clear and concise letters, memos, report, et al</li><li>Ability to read and comprehend written reports, letters, instructions, legal laws</li></ul> Mathematical Skills<ul><li>Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals </li><li>Ability to compute rate, ratio and percent and to draw and interpret graphs</li><li>Ability to apply concepts of algebra, geometry, and statistics as needed</li></ul> Reasoning Skills<ul><li>Ability to define problems, collect data, establish facts, and draw valid conclusions</li><li>Ability to interpret an extensive variety of complex and technical information, and instructions</li><li>Ability to solve practical problems, and deal with several abstract and concrete variables.</li><li>Ability to read, analyze, and interpret policies, procedures, and government regulations</li><li>Ability to respond to sensitive inquiries or complaints from the general public, business community and regulatory agencies</li></ul> Certificates, Licenses, Registrations<ul><li>Current State issued driver's license</li><li>None Procurement training preferred</li></ul> Other Knowledge and/or Skills<ul><li>Ability to deal fairly with coworkers, peers and management</li><li>Basic knowledge of management skills required planning the day's work and organizing resources to obtain desired goals</li><li>Ability to work effectively on a daily basis with standard supervision</li><li>Advanced computer skills, proficiency in the use of Microsoft Office applications</li><li>Ability to train individuals in the use of the computer software system, including the creation and documentation of policies and procedures within the departmental function</li><li>Ability to get along with others in the workplace and to respect their rights and individual abilities</li></ul> Physical Demands <ul><li>The physical demands described represent those required to successfully perform the essential job functions. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.</li><li>Ability to type using a standard keyboard</li><li>Sit and/or stand for extended periods of time</li><li>Ability to speak and hear </li><li>Lift and/or move up to 25 pounds</li><li>Reach overhead with hands and arms</li><li>File in and retrieve documents from a filing cabinet</li><li>Must be able to pass a drug test</li></ul> Work Environment <ul><li>The work environments described in the preceding paragraphs represent those encountered while performing the essential job functions. </li><li>Knowledge of safe work practices and ability to apply them in daily situations.</li><li>Noise level is moderate</li><li>Office temperature fluctuates</li></ul> Comments <ul><li>Must display the following:</li><li>Positive communication </li><li>Objectivity</li></ul> PIc97b6879da8e-31181-37370388

Boone County Fiscal Court

Senior Procurement and Compliance Specialist

Accounting

Algebra

Auditing

Beverages

Budget Management

Budgeting

Capital Project

Computer Skills

Computer Software

Continuous Improvement

Contract Management

Data Collection

Documentation

Driver's License

Educational Technology

External Audit

Federal Laws and Regulations

Financial Compliance

Financial Transactions

General Ledger Accounting

Geometry

Government Regulations

Information Technology & Information Systems

Legal

Licensing

Lift/Move 25 Pounds

Maintain Compliance

Mathematics

Occupational Therapy

Past Due Accounts

Physical Demands

Policy Analysis

Policy Development

Presentation/Verbal Skills

Procedure Development

Process Development

Product Pricing

Project Tracking

Proposal Writing

Purchase Orders

Purchasing/Procurement

Reconciliation

Regulations

Reimbursement

Reporting Skills

Safety/Work Safety

State Laws and Regulations

Statistics

Tax Returns

Training/Teaching

JobGet

Actuarial Associate

Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Develops and provides actuarial and mathematical modeling tools, information and analysis to assess profitability and risk of products in-force or under development, asset/liability management, contract holder behavior, expenses, reserves, taxes and other risk analysis.

<h3>Overview</h3>Develops actuarial and mathematical modeling tools, information and analysis needed to assess risk and profitability of Company products in-force or under development. Analyzes and develops formulas using higher-level mathematics to reproduce and project Company experience in the model. Works with minimal supervision and is responsible for making an established range of decisions, escalating to AVP when necessary and updating AVP on a regular basis.<h3>Responsibilities</h3>What you will do:<ul><li>Develops actuarial and mathematical models, and determines assumptions to be used within models and communicates the results obtained from the models.</li><li>Supports other departments in understanding technical concepts and improving their operational efficiency.</li><li>Knows and understands the goals and perspectives of Insurance Operations, Information Technology, Filing and Compliance, Corporate Accounting and Planning, senior management, industry rating agencies and the various state insurance departments.</li><li>Knows and understands Western & Southern Financial Group (W&SFG) products, markets and marketing strategies. Understands each business unit's goals and perspectives.</li><li>Understands core actuarial and accounting principles such as STAT and GAAP valuation concepts, DAC amortization and RBC.</li><li>Proposes creative compromises to conflicting goals of accuracy, precision and deadlines.</li><li>Develops rapport and trust with various departments in the Company to determine mutually acceptable solutions to problems.</li><li>Develops and provides actuarial and mathematical modeling tools, information and analysis to assess profitability and risk of products in-force or under development, asset/liability management, contract holder behavior, expenses, reserves, taxes and other risk analysis.</li><li>Provides solutions to problems encountered in implementing products and financial reporting systems.</li><li>Designs reports to obtain data for product development, cash-flow testing, financial reporting, forecasting, valuation and other reporting requirements.</li><li>Assists with product design.</li><li>Prepares a list of criteria to test administrative and illustration systems.</li><li>Writes actuarial memorandums and certifications required for filing new products, valuation and reserve adequacy, and answers questions from state insurance departments.</li><li>Acquires an in-depth understanding about the topic to which a particular project relates, in order to apply appropriate methods and analysis to this and future projects, while meeting the current project deadline.</li><li>Documents projects in writing in accordance with established guidelines.</li><li>Complies with standards declared by the Actuarial Standards Board and other applicable bodies (SEC, Accounting Standards Board, etc.) as well as the requirements of state and federal regulation.</li><li>Performs other duties as assigned.</li><li>Complies with all policies and standards.</li></ul><h3>Qualifications</h3><ul><li>Bachelor's Degree In mathematics or related field. (Required)</li><li>Proven mastery of responsibilities and competencies of the Assistant Actuary position.</li><li>Demonstrated creativity, judgment, decisiveness, problem-solving skills and time management skills. Proven examples from work experience on identifying complex problems, quantifying the problem and providing creative resolutions to solve.</li><li>Proven examples of working under multiple deadlines with minimal supervision. Must cite examples of successfully organizing and effectively completing projects where given little or no direction.</li><li>Expert in spreadsheet, database and mainframe applications.</li><li>Proficient in word processing.</li><li>Proficient in actuarial software packages such as those used for valuation (ARCVAL), experience studies (ARCBase), and pricing and projections (MG-ALFA).</li><li>Member of the American Academy of Actuaries (MAAA). Upon Hire (Required)</li><li>Associate of the Society of Actuaries (ASA) Upon Hire (Required)</li><li>Actively pursuing FSA or other insurance industry designation (FLMI, CLU, etc.). Upon Hire (Required)</li></ul>Work Setting/Position Demands:<ul><li>Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.</li><li>Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.</li><li>Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.</li><li>Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.</li><li>Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.</li><li>Performs substantial movement of wrists, hands, and fingers for continuous computer work.</li><li>Extended hours required during peak workloads or special projects/events.</li></ul>Travel Requirements:<ul><li>None</li></ul>#J-18808-Ljbffr

Western & Southern Financial Group

Associate Actuary

Risk Management jobs in Newport, KY - find them here! Apply today to the top opportunities near you.

Top Risk Management Jobs in Newport, KY | Monster