Jobs & Internships

The California Department of Financial Protection and Innovation (DFPI) is recruiting for Financial Institutions Examiners (FIEs) to conduct, plan and direct the appropriate examination programs to provide the State of California with a safe, sound, and efficient financial environment. FIEs work closely with seasoned examiners to learn the examination process. FIEs are responsible for analyzing financial and compliance reports to evaluate overall safety and soundness of the financial service institution. FIEs are challenged with new and varying assignments at each …

Job Summary: Our clinical operations activities are growing rapidly, and we are currently seeking a full-time, office-based Site Payment Analyst to join our Clinical Operations team. This position plays a critical role within Clinical Operations by providing project-level support with the processing of investigator grant (IG) payments, as well as supporting the monthly/quarterly Investigator Grant (IG) Revenue Recognition (Rev Rec) process, which includes the estimation, analysis, and forecasting of IG revenue/expenses. This role will also support the company’s continued growth …

Job Summary: Our global activities are growing rapidly, and we are currently seeking a full-time, office-based Administrative Assistant to join our Site Payments team. This position will work in a team to accomplish tasks and projects that are instrumental to the company’s success. If you want an exciting career where you can develop and grow your career even further, then this is the opportunity for you. Responsibilities: Responsible for the daily execution of accounts payable and Site Payment data entry …

Job Summary: Our global activities are growing rapidly, and we are currently seeking a full-time, office-based Payments Processor to join our Clinical Operations team. This position will work in a team to accomplish tasks and projects that are instrumental to the company’s success. If you want an exciting career where you can develop and grow your career even further, then this is the opportunity for you. Responsibilities: Responsible for the daily execution of accounts payable and Site Payment data entry …

Morgan Stanley’s Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. The Division services a global Institutional client base, providing clients with innovative product solutions that help to generate alpha within their portfolios. Role and Responsibilities: The Exotic Trading desk provides pricing and liquidity for equity exotic derivative products for clients across both retail (banks, distributors etc.) and institutions (Hedge Funds, Pension Funds, Insurance Companies etc.). Mandate includes a …

Are you looking to join a dynamic and entrepreneurial business that gives you exposure to all facets of the firm? Are you seeking to hone your business acumen or jump start a career in the business services sector? Do you want to learn and collaborate with a high-spirited, energized team? Read on! Who are we? Magellan Research Group is a fast-growing, information services firm founded in 2014. As an expert network, we connect subject matter experts with key decision-makers at …

Associate Financial Advisor Job Description The ideal candidate will deliver personalized investment solutions to help clients work toward and achieve their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The candidate will assist in daily business operations and deliver a unique client experience that aligns with the mission of AMICUS Wealth Partners. Responsibilities Provide financial planning and account management support to clients Gather and analyze client data with …

About the DFPI The Department of Financial Protection and Innovation (DFPI) protects consumers and oversees financial service providers and products. The DFPI supervises the operations of state-licensed financial institutions, including banks, credit unions and money transmitters. Additionally, the DFPI licenses and regulates a variety of financial service providers, including securities brokers and dealers, investment advisers, payday lenders and other consumer finance lenders. The DFPI offers benefit packages, competitive salary, a robust training program and opportunities for advancement. Position Details Job …

As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions …