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Credit Specialist Salary in New York, NY

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Credit Specialist Salary in New York, NY

103 992 $ Average monthly salary

Average salary in the last 12 months: "Credit Specialist in New York"

Currency: USD Year: 2024
The bar chart shows the change in the level of average salary of the profession Credit Specialist in New York.

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Analyst, Product Specialist, Credit Investor Relations
Carlyle Investment Management, LLC, New York
Position Summary Position SummaryThe Carlyle Group seeks to hire an Analyst as a Product Specialist within the Global Credit Investor Relations team. The position will support Senior Credit Product Specialists in managing fundraise processes and handling investor requests. Select interaction with existing limited partners and potential investors is expected. This successful candidate must be able to prioritize multiple tasks and work under pressure in a deadline-oriented environment. Responsibilities Primary Responsibilities:Responsibilities include:• Fundraising supporto High involvement in the drafting of marketing materials for various private credit fundso Support development of due diligence materials and legal documentationo Support ongoing and ad-hoc investor requestso Work on case studies and portfolio updates with the investment teamso Market research from Preqin and other sourceso Maintenance of data room materials and investor accesso Maintenance of investor pipelines and diligence request trackerso Work with Credit Sales team on roadshow calendars, diligence sessions and meeting supporto Liaise with Fund Management to produce data requests and reporting materialso Maintenance of fund level / portfolio level talking pointso Work on various ad-hoc internal and external presentations• CRM Maintenance o Maintain fundraise trackers on DealCloudo Monitor data room access process o Assist in DealCloud coordination of large scale-diligence events o Ad hoc report requests (e.g. pulling list of investors for a specific fund etc.)• Investor Meetings and Eventso Assist with onsite investor meetings and conferences by: § Coordinating with the Credit Sales, Credit Product and investment teams to schedule road shows with investors§ Preparing meeting agenda and presentation materials and organizing prep sessions• Develop and maintain professional relationships with Sales, Fund Management, Legal and Compliance Qualifications Requirements Education & Certificates• Bachelor's degree required• Minimum 3.5 GPA• Series 7 and 63 preferredProfessional Experience• Minimum of 2 years of experience required• Preferred Experience includes: Investor relations or business development at a private credit investment firm; investment banking/capital markets/asset management role• A strong understanding of financial markets and experience with credit strategies• Excellent computer skills, including ability to learn and become the subject matter expert in the systems used to respond to investor and Senior Credit Product Specialist requests• Self-Starter, with the ability to work well under pressure• Strong interpersonal skills• Strong organizational skills and detail oriented; attention to detail• Excellent written and oral communication skills• Flexibility to handle multiple tasks and changing priorities• Demonstrated ability to work effectively as part of a teamPosition-specific Technical Requirements • Advanced Microsoft Office (including Excel and PowerPoint) skills required• CRM system including DealCloud is preferred• Ability to quickly develop competency in manipulating various reporting platforms and systems to obtain usable LP dataBenefits/CompensationThe compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.The anticipated base salary range for this role is $125,000. In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group. Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $382 billion of assets under management and more than half of the AUM managed by women, across 600 investment vehicles as of September 30, 2023. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 28 offices in North America, South America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.
Vice President, Product Specialist, Credit Investor Relations
Carlyle Investment Management, LLC, New York
Position Summary Carlyle seeks to hire a Senior Product Specialist in our Global Credit Investor Relations Group. The Product Specialist will be responsible for product coverage across Carlyle's growing Credit business in highly active fundraising businesses. The Product Specialist will be tasked with managing fundraising processes, product and strategy development and investor-related requests across several vehicles in each strategy. The Product Specialist will provide input on sales strategy for investors across segments and geographies, advise on growth strategies for new products and develop product-specific fundraising plans.Responsibilities include primarily developing, leading and executing the fundraising strategy across various vehicles, product and strategy development and investor relations responsibilities. This role requires regular discussion, interaction and collaboration with Business and Investment Team Heads, Relationship Managers, Fund Management/Finance, Legal & Compliance and other key stakeholders.This position requires strategy development for pre-marketing initiatives, product development and project management for fund launches, oversight of investor due diligence process, preparation of key marketing and fund formation documents, roadshow coordination, tracking / reporting of investor status and involvement in negotiation processes and fund closings. The Product Specialist will also be responsible for managing one associate as well as training, development and mentorship of the entire junior Product Specialist team in Credit. In addition to fundraising and investor-related responsibilities, the Product Specialist will be involved in cross-platform projects, committees and other initiatives promoting the growth of Carlyle's Credit platform. Benefits/Compensation The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications. The anticipated base salary for this role is $200,000. In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance. Responsibilities Subject matter expert across applicable Credit strategies Pre-marketing, strategy and product development initiatives in advance of fund launches Develop and execute full fundraising process from start to finish Set objectives for fundraising in coordination with Credit Business and IR Leads Project management across Investment Team, Fund Management, Legal/Compliance to successfully execute fund launch in optimal structure/offering for target investor base Attend and lead introductory and ongoing investor dialogues, in collaboration with Relationship Managers Coordinate with Relationship Managers on roadshows with Investment Team Track fundraising progress and investor statuses against objectives and report status to key stakeholders Senior day to day contact for both Relationship Managers and Investment team on both strategies Present value proposition of the product to investors; develop messaging of the strategy and quarterback execution on all fundraising initiatives from launch to final close Make recommendations to senior leadership on terms, product timeline, mandate, strategy messaging, etc. Drive outcome / execute on senior leadership guidance and decisions Oversee of investor diligence and closing process Ensure accuracy and timely delivery of investor requests Manage onsite diligence meetings and related follow-up Liaise with prospective investors to advance through closing process including side letter and legal negotiations Build relationships with investors throughout diligence process Participate in global roadshows and meetings with existing and prospective investors Product Development: Ability to work collectively with several different internal stakeholders to ensure successful launch of new potential business lines by leveraging market knowledge and LP preferences Work with various teams across Carlyle, including Tax, Legal, Fund Management, Investment Team, to ensure development of efficient product offering for investors Coordinate fundraising and product strategies and provide regular updates to key senior stakeholders Qualifications Education & Certificates Bachelor's degree required Series 7 and 63 Professional Experience6 - 8 years of relevant experience in Investor Relations, preferably within a Product Specialist RoleCredit product management experience preferred Competencies & Attributes: Excellent communication skills - both written and oral; role requires interaction with most senior professionals at the firm and key external stakeholders Sophisticated and tactful client managers - can effectively manage the LP lifecycle Resourceful and collaborative, works well with segment and investment teams Strong communicator - speaks well to the product Strategic sales mindset, able to identify opportunities for sophisticated sales Excelled role model and manager - can delegate, provide support and guidance to team Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $426 billion of assets under management and more than half of the AUM managed by women, across 586 investment vehicles as of December 31, 2023. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.
Quality Improvement Specialist, Clinical
VNS Health, New York
OverviewLeads interdepartmental quality improvement activities such as development and engagement, clinical review, clinical risk management, and patient satisfaction. Serves as a resource to quality improvement committees and work groups. Analyzes outcome reports. Implements, directs and evaluates a system for quality improvement program designed to promote and maintain optimal patient care. Manages Health Plans quality improvement activities and assures quality clinical and non-clinical compliance with regulatory authorities. Works under general direction.Compensation:$85,000.00 - $106,300.00 AnnualWhat We ProvideReferral bonus opportunities Generous paid time off (PTO), starting at 30 days of paid time off and 9 company holidays Health insurance plan for you and your loved ones, Medical, Dental, Vision, Life and Disability Employer-matched retirement saving funds Personal and financial wellness programs? Pre-tax flexible spending accounts (FSAs) for healthcare and dependent care?? Generous tuition reimbursement for qualifying degrees Opportunities for professional growth and career advancement? Internal mobility, generous tuition reimbursement, CEU credits, and advancement opportunities?? Interdisciplinary network of colleagues through the VNS Health Social Services Community of Professionals What You Will DoConducts clinical assessment including and not limited to, medication reconciliations, post-discharge transitions of care assessment and follow-up post emergency department assessmentCollaborates with programs to assure compliance with DOH/CMS/NCQA requirements. Coaches, facilitates and monitors continuous improvement to attain strategic quality objectives and industry benchmarks for patient outcomes, satisfaction cost and regulatory requirement.Conducts clinical reviews with primary care providers or specialist to address non-adherence and/or clinical diagnosis for HEDIS/QARR exclusion.Participates and leads improvement teams and projects and other committees related to performance improvement, measurement and documentation.Performs audits on medical records and provide counseling/guidance to PCPs on VNS Health Medical Record Documentation Standards.Conducts audits of patient care records. Develops forms, record abstracts, reports, and other tools used to implement concurrent and retrospective patient care review, including the design, testing and evaluation of the review methodology.Performs utilization and quality assessment reviews to maintain compliance with Federal and State regulatory requirements. Identifies & analyzes results to inform the development of correction plans.Develops action plans in collaboration with management staff based on quality reviews and root cause analysis findings. Makes recommendations to appropriate staff and/or committees about findings of reviews, surveys and studies.Participates in the preparation for and assists with site visits of outside provider for the purpose of regulatory quality compliance.Investigates patient related complaints, at the direction of the Director. Prepares related reports of investigations and recommendations for correction/improvement.Develops training materials for and spreads protocols/standards for patient populations within a collaborative framework.Conducts follow-ups and reassessment and reports findings to evaluate whether corrective actions for regulatory issues, compliance, or deficiencies identified in patient complaints/incidents were implemented effectively.Develops processes, policies and procedures related to current practice and changes in regulatory and industry requirements. Collects and feeds back data on performance improvement for teams within a region/program.Participates in special projects and performs other duties as assigned.QualificationsLicense and current registration to practice as a Registered Professional Nurse in New York State requiredLicense and current registration to practice as a Nurse Practitioner Bachelor's Degree Nursing requiredMaster's Degree Nursing preferredEnrollment in accredited program within first year and completion of Bachelor's degree in Nursing by 2015 from a program approved by the New York State Department of Education required Minimum of three years quality improvement experience in a health plan or health care, setting requiredMinimum of one year experience, quality management, practice improvement and compliance preferredDemonstrated leadership experience preferredExcellent oral, written and interpersonal communication skills, including group facilitation skills requiredKnowledge of basic Performance Improvement tools and methodologies preferred
Senior Product Specialist, Global Credit Investor Relations
Carlyle Investment Management, LLC, New York
Position Summary Position SummaryCarlyle seeks to hire a Senior Product Specialist in our Global Credit Investor Relations Group. The Senior Product Specialist will be responsible for product coverage across Carlyle's growing Credit business in highly active fundraising businesses, with a focus on Carlyle's Asset Backed Finance business. The Product Specialist will be tasked with leading and managing fundraising processes, product and strategy development and investor-related requests across several vehicles. They will also work with Relationship Managers to develop sales strategy for investors across segments and geographies, propose growth strategies for new products and develop product-specific fundraising plans. Responsibilities include primarily developing, leading and overseeing execution of the fundraising strategy across various vehicles, product and strategy development and investor relations responsibilities and making key decisions regarding strategy, terms and product design for the business. This role requires regular discussion, interaction and collaboration, leading business discussions and decisions with Business and Investment Team Heads, Relationship Managers, Fund Management/Finance, Legal & Compliance and other key stakeholders. This position requires leading strategy development for pre-marketing initiatives, product development and project management for fund launches, oversight of investor due diligence process, preparation of key marketing and fund formation documents, overseeing roadshow coordination, overseeing tracking / reporting of investor status and leading negotiation processes and fund closings. The Senior Product Specialist will also be responsible for managing a small team dedicated to the strategy as well as training, development and mentorship of the entire junior Product Specialist team in Credit.In addition to fundraising and investor-related responsibilities, the Senior Product Specialist will be responsible for managing cross-platform projects, committees and other initiatives promoting the growth of Carlyle's Credit platform. Responsibilities Primary Responsibilities:Subject matter expert in Asset Backed Finance, with full ownership of content produced Leading pre-marketing, strategy and product development initiatives in advance of fund launches and SMA creationDevelop, lead and oversee execution of full fundraising process from start to finishSet objectives for fundraising in coordination with Credit Business and IR Leads Oversee project management across Investment Team, Fund Management, Legal/Compliance to successfully execute fund launch in optimal structure/offering for target investor baseLead introductory and ongoing investor dialogues, in collaboration with Relationship Managers Coordinate with Relationship Managers on roadshows with Investment TeamOversee tracking fundraising progress and investor statuses against objectives and reporting of status, with responsibility of articulating feedback to key stakeholdersIncorporate LP feedback real-time into strategy presentation, product design, terms, etc.Senior day-to-day contact for both Relationship Managers and Investment team, managing key stakeholders' expectations, delivering feedback and making active recommendations on strategy, presentation delivery, messaging, etc.Develop and present value proposition of the product to investors; develop messaging of the strategy and oversee execution on all fundraising initiatives from launch to final closeMake recommendations to senior leadership on terms, product timeline, mandate, strategy messaging, etc.Drive outcome / oversee execution on senior leadership guidance and decisionsOversee of investor diligence and closing processEnsure accuracy and timely delivery of investor requests Manage onsite diligence meetings and related follow-upPrimary Product Specialist contact for prospective investors to advance through closing process, leading investors through side letter and legal negotiations Build relationships with investors throughout diligence processParticipate in global roadshows and lead meetings with existing and prospective investors Product Development:Ability to work collectively, leading discussions with several different internal stakeholders to ensure successful launch of new potential business lines by leveraging market knowledge and LP preferencesSocialization of new product, structure and strategy ideas with key stakeholders and senior leadershipWork with various teams across Carlyle, including Tax, Legal, Fund Management, Investment Team, to ensure development of efficient product offering for investorsCoordinate fundraising and product strategies and provide regular updates to key senior stakeholdersContinued development and management of junior and mid-level talent Qualifications Requirements Education & Certificates• Bachelor's degree required• Series 7 and 63Professional Experience• 10+ years of relevant experience in Investor Relations, preferably within a Product Specialist Role• Credit product strategy experience preferredCompetencies & Attributes• Excellent communication skills - both written and oral; role requires interaction with most senior professionals at the firm and key external stakeholders Sophisticated and tactful client managers - can effectively manage the LP lifecycle Resourceful and collaborative, works well with segment and investment teams Strong communicator - speaks well to the product Strategic sales mindset, able to identify opportunities for sophisticated sales Excelled role model and manager - can delegate, provide support and guidance to team Compensation/BenefitsThe compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.The anticipated base salary for this role is $250,000. In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group. Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $426 billion of assets under management and more than half of the AUM managed by women, across 586 investment vehicles as of December 31, 2023. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,200 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.
Customs Entry Specialist
JAS Forwarding (usa), Inc., New York
JAS is an international, non-asset-based supply chain services and solutions company. Our services include air and ocean freight forwarding, contract logistics, customs brokerage, distribution, inbound logistics, truckload brokerage and other supply chain management services, including consulting, the coordination of purchase orders and customized management services.The purpose of this position is to provide support and analysis for ensuring credit terms compliance, and preparing entry and post- entry documents.SummaryThe customs entry specialist prepares and processes entries, reviews details and verifies compliance data related calculations, and duty policies. Additionally, this role is responsible for ensuring the submission of additional information pertaining to cargo to CBP before it is brought into the U.S. The person in this role must possess a proficiency in classification skills as well as an ability to successfully interact with importers and manage post entry work.Essential FunctionsProcess customs clearance confirming all necessary data and documents are available.Investigate, resolve and communicate operational or entry issues.Review fundamental components related to client requirements that include accounting, credit, customs bond, audit instructions and billing.Review entry details and verify compliance.Enter all billing charges into system.Participate in ISO audits and documentation updates.Other duties as needed. Supervisory ResponsibilitiesNone QualificationsProficiency working in Microsoft Office suite specifically Excel, and financial systems such as Cognos, SAP etc. preferredGood analytical skillsGood written and verbal skillsDetail oriented, able to multitask and meet deadlinesSelf-motivated, able to work in a team and independently Education And ExperienceHigh School Diploma or GED required3 years minimum customs entry experience requiredIntermediate level knowledge in Microsoft ExcelWHAT ELSE WOULD I NEED TO KNOW ?The responsibilities associated with this job will change from time to time in accordance with the Company's business needs. More specifically, the incumbent may be required to perform additional and/or different responsibilities from those set forth above.The above declarations are not intended to be an all-inclusive list of the duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.Management retains the discretion to add or change the duties of the position at any time.ADDITIONAL:The responsibilities associated with this job will change from time to time in accordance with the Company's business needs. More specifically, the incumbent may be required to perform additional and/or different responsibilities from those set forth above.The above declarations are not intended to be an all-inclusive list of the duties and responsibilities of the job described, nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.DEFINITIONS: (if any abbreviation, the meaning needs to be inserted)Management retains discretion to add or change duties of this position at any time. JAS Forwarding (USA), Inc. is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, ethnicity, disability, religion, national origin, gender, gender identity, gender expression, marital status, sexual orientation, age, protected veteran status, or any other characteristic protected by law.Where required by state law and/or city ordinance; this employer will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization.NOTICE TO APPLICANTSJAS USA IS A CUSTOMS BROKER, GOVERNED BY FEDERAL REGULATION. FEDERAL REGULATIONS PROVIDE THAT JAS MAY HAVE IT BROKERAGE LICENSE SUSPENDED OR REVOKED IF IT "KNOWINGLY EMPLOYED, OR CONTINUES TO EMPLOY, ANY PERSON WHO HAS BEEN CONVICTED OF A FELONY, WITHOUT WRITTEN APPROVAL OF THAT EMPLOYMENT FROM THE ASSISTANT COMMISSIONER." JAS WILL PERFORM A BACKGROUND CHECK TO DETERMINE IF YOU HAVE BEEN CONVICTED OF A FELONY AND IF SO, ABSENT SPECIAL CIRCUMSTANCES, YOU WILL NOT BE HIRED OR WILL BE TERMINATED IMMEDIATELY.
Commercial Credit Analyst
Webster Bank, New York
Job DescriptionIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer. Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!The primary role of the Credit Analyst is to partner with Portfolio and Relationship Managers in delivering a comprehensive suite of commercial banking solutions to Webster clients consistent with the Bank's credit policies and risk appetite. The Credit Analyst will support Senior Relationship and Portfolio Managers in underwriting new loan financings and managing the Healthcare portfolio. Responsibilities in this role include preparing quarterly and annual customer reviews, monitoring financial reporting and covenant compliance, financial spreading and maintenance of portfolio dashboards, preparing materials for Quarterly Portfolio Review, monitoring internal credit risk ratings, assisting with all facets of underwriting new deals for credit approval, preparing marketing materials for industry conferences, and supporting various client requests.This is a career development position for a highly motivated individual to receive critical hands-on experience, formal credit training, and opportunity to quickly assume additional responsibilities. The Credit Analyst will be expected to assume most of the portfolio management responsibilities of their own portfolio of accounts within 24 - 36 months depending on performance. The position will involve frequent direct contact with clients and product specialists to help execute new business in a fast-paced and time-sensitive environment. Accordingly, the expected career path for a strong performer who has developed sufficient expertise in credit and commercial lending can be promotion either through the portfolio management or relationship manager track.The Credit Analyst will be overseen by Senior Portfolio Managers and report to Business Unit Head. The successful candidate will be expected to have excellent analytical and communication skills.Responsibilities:Monitor, review and analyze client financial reports and covenant compliance.Review and spread financial statements according to the bank's methodologies and spreading and financial analysis tools.Assist in preparation of credit approval memos, annual and quarterly credit reviews, and other related credit requests (over time the analyst will be expected to generate this work independently).Model Cash Flows and perform sensitivity analysis for real estate and cash flow loans.Conduct industry research and analysis.Assist RM/PM in preparation of loan documentation and loan closing.Maintain credit files consistent with credit policy and integrity of the bank's data systems; perform documentation reviews.Participate in prospect and customer marketing calls and lender meetings.Participate in special projects on an as-needed basis.Requirements:Education - BS in Finance or Accounting. GPA 3.5.Experience:Preferred candidate will have 1-3 years direct relevant experience in commercial banking, commercial finance, or similar credit-oriented lending firm.Job Skills / Knowledge:Excellent financial and accounting analytic skills and attention to detail.Strong oral and written communication skills.Strong Excel and PowerPoint skills required. Experience with financial modeling is highly desired.Solid interpersonal skills and desire to interact with clients, colleagues, and senior management.Ability to work independently and on multiple projects with different members of the business team.The estimated salary range for this position is $65,000 USD to $85,000 USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.#LI-EM1#LI-HYBRID#ZRAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Hybrid Sales Specialist: Alternatives
T. Rowe Price, New York
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.Summary of Position:T. Rowe Price, and its affiliates, has more than 7,000 associates and over $1.3 trillion in assets under management globally. This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM. The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP’s, and Intermediary Platform providers throughout the United States.T. Rowe Price is seeking to recruit a Hybrid Alternative Investment Specialist who has experience with distribution of alternatives, including working directly with other Sales professionals at T. Rowe Price as well as with Financial Advisors. This position offers a unique opportunity to expand and deepen TRP’s significant presence in the advisor sold market by expanding our relationship with financial advisors across segments into the alternative space. Combining entrepreneurial opportunity to start and grow a business while partnering with an established team and leveraging the resources of an established global investment firm.About the Job:The position is part of the US Intermediaries (USI) business unit and will report to the Head of Alternative Investment Specialists.This role will work with T. Rowe Price sales professionals who are directly responsible for distribution of alternatives products, and as well as peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.This is an internal Sales Hybrid role and is responsible for working with external T. Rowe Price Alternatives Specialists to develop and implement business plans for assigned territories, including ongoing management of sales pipeline and utilizing data/analytics to facilitate target Marketing.Location: New York CityResponsibilities include:Drive sales of Alternative Investment strategies with targeted financial advisors & intermediaries across all USI WM channels.Present TRP’s Alternative capabilities to Financial Advisors and Investors and supporting client service requests as appropriate.Proactive outreach to existing clients and prospects (meetings, phone calls, emails), to deliver key messages about T. Rowe Price and OHA alternatives products and capabilities.Educate TRPs generalist sales team(s) on available alternative strategies.Manage an alternative sales pipeline and CRM opportunity management and pipeline reporting.Develop relationships with prospect wealth firms across all WM channels.Evaluates the strategic potential of prospects and, in concert with dedicated generalist field sales teams and Alternative Specialists, develops and executes a plan for capitalizing on those opportunities in the near and long term.Develops in-depth knowledge of the assigned clients, their sensitivities, and their business needs to effectively influence their decision-making.Job Summary & Responsibilities:Accountable for driving sales in alternatives with target advisors in region.Partner with dedicated generalist field sales teams and Alternative Specialists in driving sales of alternatives within existing sales regions/channels.Prospect new advisor relationships with the goal of directly driving sales across alternative products, and identify sales opportunities and deepen relationships with existing advisors.Support efforts with various T. Rowe Price distribution teams on training/education on our Alternative Investments.Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment.Appropriately document and update our CRM (Salesforce) to ensure the data integrity and deepening expertise within the system.Provide insight and proactive ideas for improvement to optimize team's time and improve client experience.Work with internal teams across T. Rowe Price and Oak Hill Advisors to represent industry trends and client preferences and collaborate on designing effective go-to-market distribution strategies that directly result in new AUM.Understand and effectively communicate complex alternative investment capabilities pertaining to both private and registered investment vehicles, to existing and prospective clients.Maintain a deep understanding of the Alternatives landscape, including: competitor updates, product trends, advisor preferences for both private and registered investment structures.Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.In partnership with the Alternative Investment Specialist team, deliver on preparation and follow-up items that help ensure team members are prepared in advance of key meetings:This includes but is not limited to the following activities: post face to face meeting follow-up emails and outbound calls to advisors/key contacts, preparation work for investment professional meetings and/or due diligence meetings. Build lists and manage deliverables for targeted team member outreach.Job Requirements:Required:Prior experience in private creditProven experience working with Sales professionals and directly with clients related to alternative distributionProven ability to drive sales directly with clients / intermediariesIn-depth knowledge of Alts and investment vehicles such as interval funds, BDCs, Non-traded REITS, private funds, etc.Minimum of 3-5 years of Alts experienceCollege degree requiredExceptional communication skills including written, verbal, and delivering presentationsExperience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail PlatformsStrong organizational, time management, and relationship management skillsSignificant travel requiredPreferred:Advanced degree or designation preferred (e.g. CFA, CAIA, CIMA)Series 7 & 63 preferred; must obtain within 3 months of hirePrevious experience and proven success with fundraising through RIA relationships (strongly preferred)FINRA RequirementsFINRA licenses are required and will be supported for this role (7 and 63 must be acquired within 3 months of hire).Work FlexibilityThis role is eligible for remote work up to three days a week.Regional Requirements: Base salary range:$102,000 - $185,000 USDFor the location of:New YorkBase salary range:For the location of:New York, NYPlacement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. Commitment to Diversity, Equity, and Inclusion:We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.Benefits: We invest in our people through a wide range of programs and benefits, including: Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributionsFlexible and remote work opportunitiesHealth care benefits (medical, dental, vision)Tuition assistanceWellness programs (fitness reimbursement, Employee Assistance Program)Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Capital Markets Credit Risk Supervising Examiner
Federal Reserve Bank (FRB), New York
CompanyFederal Reserve Bank of New YorkWorking at the Federal Reserve Bank of New York positions you at the center of the financial world with a unique perspective on national and international markets and economies. You will work in an environment with a diverse group of experienced professionals to foster and support the safety, soundness, and vitality of our economic and financial systems. The Bank believes in work flexibility to balance the demands of work and life while also connecting and collaborating with our colleagues in person. Employees can expect to be in the office a couple of days per week as needed for meetings and team collaboration and should live within a commutable distance.What we do: The Supervision Group of the Federal Reserve Bank of New York (FRBNY) supervises banks in the Second District. The objectives of supervision are to:Evaluate and promote the overall safety and soundness of supervised institutions.Ensure supervised institutions’ compliance with relevant laws and regulations, including consumer protection.Facilitate the stability of the financial system of the United States.Support the growth and stability of the U.S. economy.Supervision is carried out through a combination of methods, including through on-site and off-site examinations involving staff dedicated to the supervision of an individual firm and other professionals focused on analytical, policy and risk matters. Supervision is coordinated with other US agencies.The Regional and Community Financial Institution (RCFI) function is responsible for monitoring and assessing the safety and soundness of state member banks and domestic bank holding companies under $100 billion in the Second District. This includes state member banks and bank holding companies headquartered in Puerto Rico.Your role as a Capital Markets Credit Risk Supervising Examiner:As a Credit Risk Supervising Examiner, the candidate will assist in the development of supervisory and examination strategies and oversee or assist in the execution of those strategies for institutions in the RCFI portfolio. The major responsibilities include:Leading or participating in examinations/inspections to determine the quality of a firm’s assets and the effectiveness of a firm’s credit risk management program and validate remediation efforts of identified issues.Identifying strategies, risk and exposure levels at financial institutions to assess risk management practices and the adequacy of risk management systems. Developing and recommending supervisory actions that are commensurate with risk levels and are based on sound and supportable conclusions.Prepare informative, well supported supervisory products and work papers, effectively communicating supervisory findings, including required actions to senior management and board of directors.Develop and maintain strong ongoing relationships with relevant stakeholders (e.g., other Risk Department staff, CPC Team members, Board analysts, other regulator(s), banking analysts, policy analysts, and the supervised firm itself).Analyzing current industry practices, conditions, and trends and identify inherent/emerging risks as financial products/markets evolve.Synthesizing and analyzing complex financial and risk information and applying that knowledge to a broad range of financial issues.Participate in Federal Reserve System and local credit initiatives related to training, committees and contribute to the development of policies to enhance the supervision of financial firms.What we are looking for:A successful candidate for this Credit Risk Specialist role is expected to have:Advanced skills in credit risk (in the analysis and/or risk management of credit products), and the capacity to apply both specific and broad knowledge of principles, practices and procedures in regard to credit risk when completing assignments.Superior organizational skills and self-management evidenced by an ability to show initiative and take ownership of assignments, produce results under tight time constraints, and operate effectively given rapidly evolving priorities.Ability to mine existing information for cross-institutional themes and issues to provide insight regarding institutions, industry practices and emerging risks that is forward-looking and consistent with strategic concerns.Excellent interpersonal skills and proven ability to collaborate and build consensus.Excellent communication skills (both written and verbal), including ability to identify, prioritize, frame, and clearly articulate material issues that reflect supervisory positions/concerns.Extensive prior commercial credit and/or Regulatory experience is required (Examiner Commissioning a plus). Cover letters highlighting how your background aligns to the role are preferred.Salary Range: $155400 - $229300 / year  We believe in transparency at the NY Fed. This salary range reflects a variety of skills and experiences candidates may bring to the job. We pay individuals along this range based on their unique backgrounds. Whether you’re stretching into the job or are a more seasoned candidate, we aim to pay competitively for your contributions.  Our Touchstone Behaviors—Communicate Authentically, Collaborate Inclusively, Drive Progress, Develop Others, and Take Ownership—help shape the culture of the Bank. They also provide a shared language for how we work together and achieve success, and they set clear expectations for leading with impact at every stage of your career with us. Learn more. Benefits:Our organization offers benefits that are the best fit for you at every stage of your career:Fully paid Pension plan and 401k with Generous MatchComprehensive Insurance Plans (Medical, Dental and Vision including Flexible Spending Accounts and HSA)Subsidized Public Transportation ProgramTuition Assistance ProgramOnsite Fitness & Wellness CenterAnd moreThis position requires access to confidential supervisory information (CSI) and/or Federal Open Market Committee (FOMC) information. Access to CSI and FOMC information is limited to U.S. citizens, lawful permanent residents, individuals who meet the definition of “protected individual” under 8 U.S.C. § 1324b(a)(3), and certain other nonimmigrants. All non-U.S. citizens authorized to access CSI and/or FOMC information must sign a declaration of intent to expeditiously become a lawful permanent resident and thereafter a U.S. citizen when eligible.    The New York Fed expects its employees to perform their duties with honesty, integrity, and impartiality, and without improper preferential treatment of any person. Learn more about our code of conduct and conflicts of interest rules.    The Federal Reserve Bank of New York is committed to a diverse workforce and to providing equal employment opportunity to all persons without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, age, genetic information, disability, pregnancy, or military service.    We value accessibility for all candidates and are happy to provide an accommodation or assistance. Please email us at [email protected] and we’ll be glad to help. Please note, this is a dedicated e-mail box designed exclusively to assist applications with accommodation requests in relation to our recruiting process. All other inquires including the status of applications will not receive a response from this e-mail box.     This is not necessarily an exhaustive list of all responsibilities, duties, performance standards or requirements, efforts, skills or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed when circumstances change.  Full Time / Part TimeFull timeRegular / TemporaryRegularJob Exempt (Yes / No)YesJob CategoryRisk ManagementWork ShiftFirst (United States of America)The Federal Reserve Banks believe that diversity and inclusion among our employees is critical to our success as an organization, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.Privacy Notice
Academic Program Specialist
CUNY School of Professional Studies, New York
Job Title: Academic Program SpecialistJob ID: 28403Location: School of Professional Studies POSITION DETAILSAs a leading online school in New York since 2006, the CUNY School of Professional Studies (CUNY SPS) offers the most online bachelor's and master's degree options at the City University of New York, and serves as the University's first undergraduate all-transfer college. With 26 degrees and numerous other non-degree and grant-funded workplace learning programs, CUNY SPS meets the needs of adults who wish to finish a bachelor's degree, progress from an associate's degree, earn a master's degree or certificate in a specialized field, and advance in the workplace or change careers. Consistently ranked highly by U.S. News & World Report for its online offerings, CUNY SPS has emerged as a nationwide leader in online education. The School's renowned and affordable online programs ensure that busy working adults may fulfill their educational goals on their own time and schedule. As CUNY SPS moves beyond its' 20th year, we dedicate ourselves to engendering an innovative and transformative student-centered experience.Reporting to the Assistant Dean of General Education and First Year Experience, and working in close collaboration with offices across the School, the New Student Support Specialist will provide comprehensive support to programs and initiatives focused on first-year student success and retention. This includes orientation, peer mentoring, and other initiatives that take place both inside and outside of the classroom. This position will also work closely with the Office of Experiential Learning to serve as liaison to partner academic/non-profit organizations and help potential applicants navigate applying to CUNY SPS via academic partnership pathways.In addition to the CUNY Title Overview, duties include but are not limited to:Provides support for initiatives designed to improve student outcomes in their first two semesters at CUNY SPS, including administrative support for early alert systems, first-semester courses, orientation, and other programming focused on increasing student retention; Serves as the liaison to established partner academic and non-profit organizations regarding all aspects of these partnerships Guides new students as they navigate articulation agreements, credit for prior learning (including for industry-informed credentials or trainings offered by partner organizations), and other partnership benefits Updates and facilitates online orientations for degree-seeking, ePermit, and non-degree students (summer, fall, spring sessions) including answering questions, monitoring participation and completion of core tasks, and directing students to appropriate SPS resources; Hires and supervises part-time Orientation Peer Mentors; Coordinates and facilitates Online Learning Simulation for potential applicants; Maintains accurate records related to student progress, including participation in first year programming, first-year retention, and credit awards for certification and training programs; Resolves administrative, academic, and technical issues, escalating cases to the appropriate individual or office as needed; Works some evening and weekend hours.NOTE: Until further notice, work will be performed in a hybrid manner with 70% onsite presence. Candidates must be legally authorized to work in the United States on a full-time basis.QUALIFICATIONSBachelor's Degree and four years' relevant experience required.The preferred candidate will have: At least two years of customer service support and/or academic advisement experience; Experience with the Brightspace LMS platform and experience taking-or teaching-fully online courses or seminars; Proficiency with Oracle PeopleSoft Campus Solutions/CUNYFirst and degree audit systems; Experience with CRM and other data management tools; Experience providing orientation programming and support to first year students; Experience in higher education supporting diverse, non-traditional students; Proficiency in Microsoft Office Suite including Advanced Excel Excellent communication and presentation skills; A commitment to our campus values of equity, diversity, and inclusion; Ability to work independently in a fast-paced environment and to take initiative in directing own work, as well as working efficiently and effectively with others;CUNY TITLE OVERVIEWParticipates in the daily coordination of academic and administrative activities of a College's specialized academic program under management direction. Supports program development, student service delivery, outcome evaluation and instructor/student recruitment, enrollment, and retention. Recommends, implements and evaluates strategies to expand program offerings Prepares analytical and statistical reports for management Develops and maintains relationships with various College offices to improve student and faculty services Serves as resource expert regarding program policies and procedures Oversees office recordkeeping; manages updates of program web and print materials May supervise office operations and/or department budget Performs related duties as assigned.Job Title Name: Academic Program SpecialistCUNY TITLEHigher Education AssistantFLSAExemptCOMPENSATION AND BENEFITSSalary commensurate with education and experience between $72,667 - $82,928.CUNY's benefits contribute significantly to total compensation, supporting health and wellness, financial well-being, and professional development. We offer a range of health plans, competitive retirement/pension benefits and savings plans, tuition waivers for CUNY graduate study and generous paid time off. Our staff also benefits from the extensive academic, arts, and athletic programs on our campuses and the opportunity to participate in a lively, diverse academic community in one of the greatest cities in the world.HOW TO APPLYVisit www.cuny.edu, access the employment page, log in or create a new user account, and search for this vacancy using the Job ID# 28403 or Title. Select "Apply Now" and provide the requested information.Candidates must be legally authorized to work in the United States on a full-time basis.CLOSING DATEJune 5, 2024JOB SEARCH CATEGORYCUNY Job Posting: Managerial/Professional EQUAL EMPLOYMENT OPPORTUNITYCUNY encourages people with disabilities, minorities, veterans and women to apply. At CUNY, Italian Americans are also included among our protected groups. Applicants and employees will not be discriminated against on the basis of any legally protected category, including sexual orientation or gender identity. EEO/AA/Vet/Disability Employer.
Hospitality Specialist
Cushman & Wakefield, New York
Job Title Hospitality Specialist Job Description Summary Under the supervision of the Front Office Manager, the Hospitality Specialist oversees all operational aspects of the Front Desk by providing the highest level of Customer Service and professionalism to all hotel and building residents, including timely response to and resolution of any requests or concerns. Job Description ESSENTIAL JOB DUTIES:Greet all building occupants in a professional manner and ensure security and safety for all.• Register and assign rooms to guest of the hotel facility, Call to the building occupant to announce the person(s) who arevisiting/delivering to the apartment.• Create reservations per guest requests and availability. Verify customers' credit and establish how the customer will pay forthe accommodations.• Handle all incoming calls, including guest and tenant requests, reservations and call forwarding.• Coordinate and assist with move ins and move outs.• Maintain key log and all applicable data sheets. Distribute and control inventory of gym passes.• Issue guest passes and log all guests into building management program.• Provide administrative assistance with resident files, ledger cards which may include information regarding currentemployment, vehicle and emergency information.• Assist with package deliveries for hotel guests and residents. Log receipts of packages delivered and notify guests andresidents they are available for pickup. Confirm and control pettycash.• Provide neighborhood and NYC information to guests and residents when requested.• Compute bills, collect payments (or authorize credit) and make change for guests. Confirm shift collection totals and prepareclerk deposit envelope.• Perform simple bookkeeping activities, such as balancing cash accounts• Issue room keys and escort instructions to various team members and building occupants• Review accounts and charges with guests during the check-out process• Communicate with housekeeping, maintenance staff or management when guests report problems.• Communicate with service companies when technical issues (cable TV, internet, property software) arise when no manageris on duty.• Confirm following day's departures.• Perform opening and closing procedures during appropriate shift.• Perform other duties as assigned.IMPORTANT EDUCATION High School Diploma, GED, Trade, Technical, or Vocational schoolIMPORTANT EXPERIENCE 1+ years of related experienceWORK ENVIRONMENTThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Regularly required to travel outside between properties in varying weather conditions.PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee may need to travel from floor to floor, climb stairs, and may be required to travel outside between buildings in varying outdoor weather conditions. The employee may also be regularly required to remain in a stationary position (sit or stand) for 85% of the time; regularly use hands to operate office machinery and regularly required to walk, talk, and hear.OTHER DUTIESThis job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.The company will not pay less than minimum wage for this role.The compensation for the position is: $27.75 - $27.75Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected] . Please refer to the job title and job location when you contact us.