Find Your Dream Career

Actionstep is a pioneer in the development and sale of software-as-a-service (SaaS) products, specializing in the delivery of Legal Practice Management and Accounting software. We are a fast growing, dynamic business with a global customer base and team. With team members in the United Kingdom, United States, New Zealand and Australia, we are dedicated to helping thousands of lawyers worldwide run highly successful legal practices. We?re looking for a Customer Support Analyst to join our fast-growing support team. Reporting to the Customer Support Team Leader, you will be charged with providing exceptional customer service as the first contact point for our users, on the CRM platform we build, run and support in-house. To be successful in this role, you will have minimum 3 years of demonstrable experience working in a Help Desk / Customer Service role. You are an expert at identifying the root issue presented by a user, through your strong aptitude at identifying a problem?s root cause and quickly finding and implementing steps to remediate it. You?re technically minded and take to new systems with ease. Your customer centricity is central to how you excel in the work you do, and supporting and resolving customers brings you as much satisfaction as it does to the users you support. Reporting to the Customer Support Team Leader, the Customer Support Analyst will manage a daily workflow of managing new and open tickets, running screenshares with users to determine next steps on resolutions, and working across the Customer and Support teams to document and share product knowledge. This role will primarily support business hours across the Pacific and Mountain time zones. Respond to inbound live chats and emails within an acceptable timeframe and with a response that is informative, helpful, and genuine. Manage a queue of tickets with competing priorities, to ensure those of most importance are addressed first and receive the right level of support, dependent on the nature of the query raised. Investigate and resolve inbound tickets through the use of outbound phone calls, screen sharing session, live chats or emails back to the original reporter. Resolve enquiries efficiently while addressing the core problem to solve for the customer. Adopt a ?First Time Right? mindset to ensure the enquiry is resolved on the spot where possible. Escalate tickets when appropriate and with all relevant information, to the suitable person/team; whether that be internally within the Support team, externally to a third-party, or across to our development teams. Balance the needs of the business and the customer to prioritise enquiries appropriately. Set realistic and correct expectations with the customer and stakeholders. Flexible and adaptable to the changing needs of our business and customers. Provide consistent and regular updates to our users on any active issues they?re experiencing and help to represent the urgency of the user to internal teams. Meet all SLAs and goal targets set out by your leader, to deliver an exceptional customer service experience, focused around: Customer Satisfaction First Response Rate Average Response Time Escalation/resolution rates Responsiveness to customer enquiries Attention to detail when investigating issues Efficiency when managing multiple priorities Collaboration with other team members (inside support and other business units) Any relevant OKRs that are in place for the team Requirements Essential Minimum 3 years of customer-facing experience, in a customer support/service or help desk role, ideally supporting a SaaS technology platform. Previous experience working at Level 1 and Level 2

Application Deadline: 10/15/2026 Address: 3985 Highway 7 East Job Family Group:Wealth Sales & Service BMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth-where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients The investment Associate is a client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.Partners with lead advisor(s) to build and nurture relationships with COI's and business partners; working collaboratively within the team and with internal partners to identify opportunities for growth and deliver on client needsSupports client growth objectives set by team/lead advisor by proactively engaging in sales, business development and marketing activities including, but not limited to, telephone prospecting, community, networking, seminars, campaigns.Prepare and executes on client portfolio reviews as directed by the lead advisor including meeting preparation, report generation, client communication and conducting investment research or generating proposals as appropriate.Provides advise to clients. Contacts clients to explain and executes investment concepts, wealth plans, and supports the recommendation and delivery of other wealth management offerings to clients as directed by the lead advisor(s).Escalates complex or unresolved client situations and complaints.Executes work to deliver timely, accurate, and efficient service. Participates and supports the lead advisor(s) in preparation of annual business plans, execution and progress tracking aligned to growth objectives.Prepares financial plans for clients to meet common financial goals, e.g., retirement.Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.Assists in creating new investment portfolios and identifies changes to be made.Assesses fees, determines overall household fees and coordinates with internal partners as applicable.Manages the efficient and effective running of the support office; trains new team members and branch support staff.Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.Supports branch or team business objectives by identifying opportunities that opt

Are you looking for a place to showcase your client relationship skills? We're expanding our Wealth Management team and searching for a passionate, driven and energetic candidate for the position of a Licensed Associate, Wealth Solutions. Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning and investment firm that offers clients a best-in-class investor experience, and a comprehensive approach to unique alternative investment products and financial planning services. This full-time position will be located in Guelph or Oakville, ON. Compensation : Starting at $65,000.00 annually plus commission. The Associate, Wealth Solutions is responsible for acting as a point of contact for all inquires from Skyline Wealth Management investors and delivering an exceptional and consistent customer service experience. This position is primarily responsible for deepening the client relationship to maintain investor engagement and where applicable, support the Relationship Manager in identifying new business with existing investors, while supporting Skyline's shared goal of creating meaningful value and an exceptional experience for our customers, our people and our communities. What we look for: Passion - for investment management, finance and economics. Knowledge - of exempt market investments and holistic financial planning. Experience - at least 2 years related investment management experience servicing high-net worth clients and offering financial advice. You also have the ability to problem solve effectively and plan independently. Professionalism - it means so many things, but to us it's about taking pride in the quality of service we provide to our customers. Personality - you're the individual with a great sense of humour that everyone wants to talk to! Not only do you know how to make a positive first impression, you know how to make it last. Communication - you can build and solidify investor relationships through regular and consistent communication via email, phone calls or in-person meetings. Engagement - you love the process of qualifying investors and taking them through the entire sales process from education and information to advice on investing. You know how to analyze each client's financial status and discuss their financial options with ease. Diligence - you understand that being thorough is crucial and strong attention to detail is a must when tracking sales activities in Client Relationship Management (CRM) tools, like Salesforce. Education - a University Degree in Business, Economics, Accounting, or Finance is preferred, and the ability to meet all regulatory requirements to be registered as a Dealing Representative for an Exempt Market Dealer. CSC required and CPH preferred. Why you want to work here: You are the epitome of a people person and much like your humble demeanor, providing excellent customer service is what will make you successful here. You want to thrive in an atmosphere built on strong relationships, hard work and quality service. You are eager to help build a business you believe in and fiercely driven to make your mark in a competitive industry. You get a thrill from working with a great team of co-workers and truly enjoy collaborating with others. Sharing your love of exempt market products with others is what gets you out of bed in the morning. Working for a growing company that supports environmental stewardship and social responsibilities is a must for you. Learn more about our sustainability commitments here . Why Skyline? Skyline is a capital management company that acquires, develops, and manages real estate properties and clean energy assets,

Assoc Risk Analyst - KR08AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. Associate Risk Analyst This is a position on the Economic Capital team within Enterprise Risk Management (ERM). The Hartford utilizes an Economic Capital framework to assess the capital adequacy and risk profile of the Company. The Economic Capital model is used by our team to provide a market consistent perspective of capital adequacy which supplements Statutory and GAAP accounting-based capital assessments. Required The Associate Risk Analyst will focus on modeling and analysis of Required Economic Capital and Available Economic Capital, with a focus on modeling market risks associated with our investment portfolio. Other focus areas of the role include: Produce, maintain, and enhance the Economic Capital (EC) model Analyze and assess available capital for the Economic Balance Sheet (EBS) Evaluate EC and EBS results and share with senior management Assist in production of Economic Scenario Generator (ESG) simulations Streamline and automate data prepping, modeling, and reporting processes Collaboration with several input providers across the company Utilize the EC model on an ad hoc basis for strategic business initiatives Perform industry research, peer benchmarking, and compare to other capital models Primary Responsibilities The main focus of the Associate Risk Analyst position will be supporting ERM's Economic Capital initiatives, including both scheduled production, and ad hoc use-cases of Economic Capital. A main responsibility will be the EC production cycles, including analysis and sharing of results with senior management. Analysis and enhancement of the modeling of investment related risks and oversight of ESG will be a second main focus area. Other responsibilities include responding to business requests, supporting ERM's risk appetite framework, EC and EBS model sensitivity analyses, industry research, industry benchmarking, comparison between EC and other capital models, and analysis related to due diligence on Mergers and Acquisitions or other strategic business initiatives. This role will work closely with key model input providers across the company, throughout the year. This role presents an opportunity to gain strong working knowledge of the risks facing The Hartford, the company's assets and liabilities, and the methods for modeling those risks. Qualifications Degree in quantitative discipline such as Risk Management, Finance, Actuarial, or related field Technical aptitude to enhance and use sophisticated financial models Desire to learn about investments and their associated risks Strong interpersonal skills to build and maintain strong relationships with key business partners Strong oral and written communication skills to articulate concepts to peers and management Ability to distill model results into actionable business recommendations and solutions Self-motivated with drive and ability to take ownership Ability to adjust to multiple projects and shifting priorities Ability to work both independently and in team settings Strong Microsoft Excel skills required and experience with coding languages is a plus As a condition of your employment for HIMCO, you will be required to affirm to HIMCO's Code of Ethics and understand that you will be required to comply with the disclosure of accounts, holdings and pre-clearance of trades for the accounts of you and your household family members as more fully described in the Code of Ethics Key Points. If you will be deemed to be a "Covered Associate" under HIMCO's Pay to Play Policy, you will also need to disclose all political contributions that you have given within the past 2 calendar years. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $69,200 - $103,800 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world's largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About The Team The Credit team protects Stripe by managing the end-to-end risk of our largest and most complex users. We leverage deep underwriting expertise and data-driven stress heuristics to make informed decisions at every stage of the user lifecycle—from onboarding to loss recovery. Our goal is to enable Stripe's growth by making confident, calibrated decisions on our highest-exposure users. What you'll do Stripe handles billions of dollars every year for businesses around the world, and the Risk team plays a critical role in the company's financial and partnership success. As a Credit Risk Analyst Commercial Underwriter on the North America Strategy Risk team, you'll underwrite and manage a portfolio of our largest and fastest-growing businesses to facilitate growth objectives while minimizing credit risk. This is a high-impact role that involves strong cross-functional partnership with Sales, Legal, Treasury, and Finance. This role is assigned to West Coast hours, with a high preference for candidates in the Pacific time zone. Responsibilities Work directly with our top merchants, from successful venture-backed startups to well-established institutions, to evaluate their business models and financial statements Provide tailored credit risk recommendations that mitigate Stripe exposure, while facilitating partner company growth Help manage the portfolio by developing a deep understanding of risk across industries, geographies, and operating models Deliver insights to support senior management decisions, ranging from onboarding strategies to merchant pricing analysis Support the refinement of tools and processes to help the team deliver on key performance indicators, such as credit loss targets or portfolio coverage metrics Work with internal and external partners to support merchants around the world Who you are We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. Minimum Requirements 5+ years of relevant experience with knowledge of commercial credit underwriting, financial risk modeling, and cash flow forecasting Bachelor's degree in Finance, Economics, Statistics, or other related fields Strong knowledge of accounting principles and comfort evaluating financial statements and business models across a range of industries Ability to transform business and financial data into cohesive narratives that outline potential credit risks and present dynamic mitigation strategies Strong written, verbal, and problem-solving skills Attention to detail while managing priorities in a fast-paced environment Ability to comfortably interact with the CFOs and CEOs of our top merchants Deep empathy for entrepreneurs running a business, and motivation to solve problems to empower them Preferred Qualifications Strong technical expertise, including demonstrated experience with SQL Strong data visualization skills and a passion for data and analysis Experience working in tech, or other fast-paced, high-growth environments Hybrid work at Stripe This role is available either in an office or a remote location (35+ miles or 56+ km from a Stripe office). In-office expectations Office-assigned Stripes spend at least 50% of the time in a given month in their local office or with users. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for individuals and their teams. Working remotely at Stripe A remote location is defined as being 35 miles (56 kilometers) or more from one of our offices. While you would be welcome to come into the office for team/business meetings, on-sites, meet-ups, and events, our expectation is you would regularly work from home rather than a Stripe office. Stripe does not cover the cost of relocating to a remote location. We encourage you to apply for roles that match the location where you currently live or plan to live. Pay and benefits The annual US base salary range for this role is $121,600 - $182,400. For sales roles, the range provided is the role's On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate's experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. We look forward to hearing from you. At Stripe, we're looking for people with passion, grit, and integrity. You're encouraged to apply even if your experience doesn't precisely match the job description. Your skills and passion will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns. At Stripe, we welcome diverse perspectives and people who think rigorously and aren't afraid to challenge assumptions. Join us. Apply now Please find our California applicant personal information notice here. The application window will remain open for 100 days after the Job Post is published. However, this opportunity will remain open based on the needs of the business, which may cause the application window to close before or after the 100-day mark.

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world's largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About The Team The Credit team protects Stripe by managing the end-to-end risk of our largest and most complex users. We leverage deep underwriting expertise and data-driven stress heuristics to make informed decisions at every stage of the user lifecycle—from onboarding to loss recovery. Our goal is to enable Stripe's growth by making confident, calibrated decisions on our highest-exposure users. What you'll do Stripe handles billions of dollars every year for businesses around the world, and the Risk team plays a critical role in the company's financial and partnership success. As a Credit Risk Analyst Commercial Underwriter on the North America Strategy Risk team, you'll underwrite and manage a portfolio of our largest and fastest-growing businesses to facilitate growth objectives while minimizing credit risk. This is a high-impact role that involves strong cross-functional partnership with Sales, Legal, Treasury, and Finance. This role is assigned to West Coast hours, with a high preference for candidates in the Pacific time zone. Responsibilities Work directly with our top merchants, from successful venture-backed startups to well-established institutions, to evaluate their business models and financial statements Provide tailored credit risk recommendations that mitigate Stripe exposure, while facilitating partner company growth Help manage the portfolio by developing a deep understanding of risk across industries, geographies, and operating models Deliver insights to support senior management decisions, ranging from onboarding strategies to merchant pricing analysis Support the refinement of tools and processes to help the team deliver on key performance indicators, such as credit loss targets or portfolio coverage metrics Work with internal and external partners to support merchants around the world Who you are We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. Minimum Requirements 5+ years of relevant experience with knowledge of commercial credit underwriting, financial risk modeling, and cash flow forecasting Bachelor's degree in Finance, Economics, Statistics, or other related fields Strong knowledge of accounting principles and comfort evaluating financial statements and business models across a range of industries Ability to transform business and financial data into cohesive narratives that outline potential credit risks and present dynamic mitigation strategies Strong written, verbal, and problem-solving skills Attention to detail while managing priorities in a fast-paced environment Ability to comfortably interact with the CFOs and CEOs of our top merchants Deep empathy for entrepreneurs running a business, and motivation to solve problems to empower them Preferred Qualifications Strong technical expertise, including demonstrated experience with SQL Strong data visualization skills and a passion for data and analysis Experience working in tech, or other fast-paced, high-growth environments Hybrid work at Stripe This role is available either in an office or a remote location (35+ miles or 56+ km from a Stripe office). In-office expectations Office-assigned Stripes spend at least 50% of the time in a given month in their local office or with users. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for individuals and their teams. Working remotely at Stripe A remote location is defined as being 35 miles (56 kilometers) or more from one of our offices. While you would be welcome to come into the office for team/business meetings, on-sites, meet-ups, and events, our expectation is you would regularly work from home rather than a Stripe office. Stripe does not cover the cost of relocating to a remote location. We encourage you to apply for roles that match the location where you currently live or plan to live. Pay and benefits The annual US base salary range for this role is $121,600 - $182,400. For sales roles, the range provided is the role's On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate's experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. We look forward to hearing from you. At Stripe, we're looking for people with passion, grit, and integrity. You're encouraged to apply even if your experience doesn't precisely match the job description. Your skills and passion will stand out—and set you apart—especially if your career has taken some extraordinary twists and turns. At Stripe, we welcome diverse perspectives and people who think rigorously and aren't afraid to challenge assumptions. Join us. Apply now Please find our California applicant personal information notice here. The application window will remain open for 100 days after the Job Post is published. However, this opportunity will remain open based on the needs of the business, which may cause the application window to close before or after the 100-day mark.

Description The Credit Data Analyst role is critical in helping the organization assess risk, set credit limits, and ensure compliance with lending protocols. The Credit Data Analyst is responsible for analyzing characteristics of the Bank's loan portfolio and assists the Chief Credit Officer (CCO) in monitoring the health of the loan portfolio. The Analyst will also assist the CCO in calculating the bank's Allowance for Credit Losses monthly, and prepare the documentation used in making the calculation. Additionally, the Analyst will be responsible for preparing all the Credit department Board reports for the monthly Board of Directors meetings. This role involves analyzing the portfolio through Microsoft Excel pivot tables, V-Lookup, and other data analytic tools. Key Responsibilities Data Analysis: Perform ratio analysis and other quantitative assessments to evaluate portfolio health and underlying trends within the portfolio Assist the CCO in analyzing concentrations and prepare written analysis on concentrations within the portfolio Risk Modeling: Develop and maintain financial models and spreadsheets to support risk assessment Reporting: Prepare detailed reports summarizing findings and recommendations for loan portfolio Responsible for preparing monthly Board reports in a timely manner, under tight timeframes Compliance & Audits: Ensure compliance with bank policies, procedures, and regulatory requirements Assist in audits and policy reviews Maintain accurate and up-to-date files and records Prepare regular reports on credit portfolio performance and risk exposure. Collaboration: Work with senior management, risk managers, and legal teams to make informed analysis and decisions. Market Monitoring: Stay updated on economic trends and credit market conditions to inform risk assessments. Protect the bank from unnecessary risk by adhering to bank procedures and confidentiality guidelines. Adhere to internal controls, operational procedures, and risk management policies, including security protocols for robbery, fraud, opening/closing processes, cash controls, and teller procedures. Ensure compliance with all bank policies and procedures, as well as applicable state and federal banking regulations. Requirements Perform other duties and responsibilities as assigned Education: Bachelor's degree in finance, accounting, economics, or a related field. Advanced degree or professional certification (e.g., CFA) preferred Experience: Minimum of 3-5 years of experience in credit analysis or a related field Experience in the banking or financial services industry preferred Skills: Analytical Skills: Strong quantitative and qualitative analysis abilities; experience with financial ratios and risk assessment Proficient in advanced analytics using programs such as Microsoft Excel, Power BI, SQL and/or Tableau Proficient in financial software and Microsoft Office Suite Strong communication and interpersonal skills Soft Skills: Attention to detail, problem-solving, communication, and teamwork

Overview Reports to: Manager, Financial Risk Functions Supervised: None. Primary Functions: Conduct detailed, comprehensive and independent financial risk analyses. Duties And Responsibilities Assist in performing asset/liability management (ALM) process using financial models to assess Interest Rate Risk (IRR), Net Interest Income (NII), and Net Economic Value (NEV). Assist in business planning, budgeting, forecasting, scenario analyses of the ALM process. Assist in developing financial risk analyses and stress testing for IRR, credit risk, concentration risk, liquidity risk, and capital risk and prepare management reports applicable to financial risks inherent to the credit union. Assist in maintaining and assessing the credit union's financial model assumptions and attributes, perform sensitivity analyses including beta's, decay rates, prepayment speeds. Prepare the monthly Allowance for Loss calculations and assist in maintaining the CECL model. Analyze large quantities of data, perform model governance and back testing, and review data for integrity to validate results and improve model accuracy. Prepare ad-hoc financial risk analyses independently, efficiently, and accurately. Enhance analyses though automation & improvement, monitor and document related processes. Effectively communicate results of analyses and risk assessments to management and other analysts. Build collaborative relationships with coworkers, management, and vendors to create a positive, productive, and efficient work environment. Maintain an understanding of credit union policies and regulatory requirements pertaining to financial risks and assist in reviewing policies and procedures. Perform other duties as assigned. Qualifications Education: Bachelor's Degree in Finance, Accounting, Economics, Mathematics, Business Administration or related field. Creditable Experience in Lieu of Education: Four years experience in a similar position or in an analytical environment. Experience with FISERV AL Risk Management software or other ALM software preferred. Experience/Skills: Preferably four years of experience in similar or related position. Must have the ability to communicate effectively both orally and via written reports and analysis. Demonstrated use of quantitative and analytical skills. Must be well organized, detail-oriented, have excellent problem-solving analytical mind, and be self directed with minimal supervision. Demonstrated ability to prioritize tasks, meet deadlines and perform in an intermittent high-stress, fast-paced environment. Demonstrated ability to exercise good judgment and draw valid conclusions from data and analytics gathered. Demonstrated proficiency using MS Office with emphasis in Excel and knowledge of macros, VBA, pivot tables, and statistical functions. Experience with data warehouse and data analytics as it relates to financial analysis and financial modeling. Tenure: Assignment to the Financial Risk Analyst I (Category 10), Financial Risk Analyst II (Category 09) or Financial Risk Analyst III (Category 08) will be determined by the candidate's education or experience. Advancement requires management recommendation and will be based on the candidate's certifications and/or performance. Compensation Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range. Salary Pay Range: 08 $79,989 - $132,798 annually Salary Pay Range: 09 $69,557 - $112,677 annually Salary Pay Range: 10 $63,233 - $99,908 annually Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global's comprehensive Benefits Programs Equal Opportunity Employer

Job Description Front Office Credit Risk Analyst, AVP (Onsite) State Street Markets ("SSM") is looking for an AVP to join the SSM Risk and FRM team in Boston. The team manages Credit, Market, and Model Risk as the First Line of Defense across SSM's business units, including Financing Solutions, FX Sales & Trading, and Portfolio Solutions. Additionally, Financial Resource Management ('FRM'), covering allocation, monitoring, and optimization of capital, funding, and liquidity is performed. Job Description Reporting to the Head of Front Office Credit Risk in Boston, this AVP role is responsible for first line credit risk management across multiple business units within SSM. Traditional counterparty credit analysis skills and trading product knowledge are prerequisites for success. The ideal candidate will have a background in Capital Markets with exposure to FX and OTC Derivatives. These prerequisites will position the candidate for success in their support of multiple SSM product offerings. Demonstrated experience in credit risk analysis of a wide variety of counterparties, including financial institutions and alternative funds is of central importance. The role is in Boston, with a minimum of 4 days per week in the office. Key Responsibilities: Conduct credit reviews of counterparties and prospects within each SSM business line. Partner with sales and relationship management teams to ensure timely and thorough credit analysis of new relationships. Negotiate client-facing credit terms in agreements for all SSM counterparties and ensure appropriate monitoring of ATEs. Manage the collection of up-to-date financial information for all counterparties. Participate in periodic and ad-hoc due diligence calls and visits. Proactively review and analyze credit utilization reports and investigate any over-limit conditions. Help manage the relationship between Front Office Risk and Enterprise Risk Management. Inform Enterprise Risk Management of all relevant counterparty developments. Perform any other tasks assigned to support the Front Office Credit and Market Risk teams. Desired Skills & Experience Bachelor's Degree or equivalent in an economics or business-related field. Advanced degree preferred. 3-5 years' experience in counterparty credit risk preferred. Formal credit training is strongly preferred. Professional designation (CFA, FRM) preferred but not required Strong risk management and control focus. A demonstrated ability to multi-task and operate in a fast-paced, deadline-oriented environment. Strong verbal and written communication skills. Salary Range: $90,000 - $157,500 Annual The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ. Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit https://hrportal.ehr.com/statestreet/Home . About State Street Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success. We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future. As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law. Discover more information on jobs at StateStreet.com/careers Read our CEO Statement Job Application Disclosure: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Job ID: R-798924

Company Overview: MN8 Energy is one of the largest independent solar energy and energy storage owner-operators in the U.S., serving enterprise customers with clean energy and complementary solutions, such as battery storage and EV charging, to enable an electrified, decarbonized world. Originally founded inside of Goldman Sachs in 2017, our fleet has grown to nearly 4 gigawatts of solar, including 850 projects across 28 states, and over 270 megawatts of battery storage projects. MN8 is headquartered in New York with offices in Dallas, Boca Raton, and Madrid. Position Overview: The Senior Analyst, Finance Risk Management supports the organization's financial risk management framework by analyzing, monitoring, and mitigating energy market, credit, and operational risks. This role plays a critical part in developing risk models, ensuring compliance with internal policies and external expectations, and providing analytical insights to support strategic decision-making. This position partners closely with finance, trading, and development teams to evaluate risk exposure across the company's renewable energy portfolio and help drive disciplined, data-informed risk management practices. As the Senior Analyst, Finance Risk Management, you will: Support the identification, evaluation, mitigation, and monitoring of financial risks across the organization's energy portfolio Develop and maintain financial risk management tools and models to analyze market, credit, and operational risks Monitor adherence to risk management policies, limits, and strategies, ensuring compliance with internal standards and external expectations Analyze financial risks across business units and at the corporate level to inform decision-making Support the design and implementation of the organization's risk management framework, including assessing financial impacts of identified risks Evaluate and enhance risk metrics and monitoring procedures related to transactional exposures Assist in managing and maintaining the Energy Trading and Risk Management (ETRM) system Apply analytical and statistical techniques to optimize market and credit risk strategies for portfolios Establish and maintain frameworks to track and value counterparty credit exposure and other key risk metrics Ensure risk and credit databases and systems are accurate, updated, and reliable Provide financial and credit analysis on counterparties to support transaction evaluation Partner with marketers, developers, and internal stakeholders to assess risk across renewable asset positions Perform ad hoc data analysis and reporting to support evolving business needs Support project management initiatives and broader team objectives What We're Looking For: Bachelor's degree in Finance, Accounting, or a related quantitative discipline required; MBA preferred Minimum 3 years of financial experience, including at least 1 year in energy risk management; relevant certifications are a plus Strong quantitative, analytical, and modeling capabilities Experience with energy trading and risk management systems (ETRM preferred) Experience analyzing large data sets and applying statistical techniques Proficiency with data analysis tools (e.g., Excel, Python, SQL, or similar) Strong communication skills, both written and verbal Proven ability to deliver results in a timely and high-quality manner Strong business acumen with a service-oriented mindset Ability to manage multiple priorities and work effectively across stakeholders Collaborative team player with a demonstrated hands-on approach High attention to detail and strong organizational skills Intellectual curiosity and a continuous learning mindset, with the ability to incorporate best practices across industries How we set you up for success: At MN8, we know our most valuable resource is our people. That's why we offer the following benefits. By investing in you, we know we are investing in the clean energy of tomorrow. Medical/Dental/Vision Insurance beginning the 1st of the month following your date of hire Paid Time Off Paid holidays and floating holidays 401(k) with competitive employer match Parental leave Equal Opportunity Employer: MN8 Energy is an Equal Opportunity Employer and fully subscribes to the principles of Equal Employment Opportunity to ensure that all applicants and employees are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or other protected characteristics.

Key Responsibilities JOB DESCRIPTION Assess the credit risk and financial strength of counterparts by performing credit analysis of both quantitative and qualitative risk factors in the rating methodology on Asset Backed Structured Finance (eg warehouse financing), Real Estate Corporate (eg REIT financing) and Commercial Real Estate (CRE mortgage financing) Perform counterparty reviews, including recommending appropriate internal risk rating for each counterparty and regulatory risk ratings, where applicable Proactively monitor and assess counterparts and industry subsectors and report relevant information and its impact to senior management in a timely manner Develop a thorough understanding of rating methodology, counterparty financial disclosures and transaction structure/type Identify and escalate notable industry and transaction specific performance trends and recommend appropriate action to senior team members Monitor the performance of counterparties in the portfolio, including adherence to covenants and analyzing the counterparties' performance relative to budget and/or underwriting expectations Assist senior members of the team in various projects (regulatory initiatives, methodology uplift, internal and external audit/exam, and ongoing monitoring) Basic Qualifications Bachelor's degree in business, accounting, finance, quantitative data analytics fields and other degrees that prepare candidates in analytical thinking and effective writing skills Preferred Qualifications Relevant work experience (1~2 years) or strong interest and academic knowledge in Corporate Finance, Structured Finance, and Commercial Real Estate Financing Experience in credit analysis, corporate finance and/or investment research desired Highly motivated with strong academic background Strong analytical and communication skills, both oral and written Team player with an ability to work effectively with colleagues in other regional offices Flexibility, ability to learn quickly Strong organizational skills and the ability to manage multiple assignments concurrently

Who We Are We're powering a cleaner, brighter future. Exelon is leading the energy transformation, and we're calling all problem solvers, innovators, community builders and change makers. Work with us to deliver solutions that make our diverse cities and communities stronger, healthier and more resilient. We're powered by purpose-driven people like you who believe in being inclusive and creative, and value safety, innovation, integrity and community service. We are a Fortune 200 company, 20,000 colleagues strong serving more than 10.7 million customers at six energy companies -- Atlantic City Electric (ACE), Baltimore Gas and Electric (BGE), Commonwealth Edison (ComEd), Delmarva Power & Light (DPL), PECO Energy Company (PECO), and Potomac Electric Power Company (Pepco). We're committed to creating an environment where every person can thrive. Our employee experience is grounded in four tenets that guide how we support our people: purposeful careers, growth opportunities, community impact, and support to thrive. In our relentless pursuit of excellence, we elevate diverse voices, fresh perspectives and bold thinking. And since we know transforming the future of energy is hard work, we provide competitive compensation, incentives, excellent benefits and the opportunity to build a rewarding career. Are you in? Primary Purpose PRIMARY PURPOSE OF POSITION The Senior Analyst, Credit Risk is responsible for a credit portfolio within the designated regions. This job is also responsible for assessing and analyzing credit risk associated with the wholesale power and gas activities, including trading and origination, as well as assessing/analyzing retail power and gas credit issues for the retail supply business. As a member of the credit organization, this position will require an advanced understanding of the physical and financial products offered by the Company and the marketplace in order to properly assess and monitor counterparty credit/risk issues. The incumbent is closely aligned with the business and functional leaders throughout the organization, and is expected to foster and maintain strong working partnerships with their respective peers. This position requires interaction with Corporate Accounting, Corporate Treasury and Corporate Risk. Primary Duties PRIMARY DUTIES AND ACCOUNTABILITIES Assess and analyze the credit worthiness of customers and trading counterparties, and monitor current and potential exposures. (30%) Recommend credit terms and conditions within customer and wholesale commodity contracts. (20%) Coordinate with the margining and treasury teams on counterpart collateral including cash, letters of credit and parental guarantees. Also, coordinate effectively with Receivables team to monitor aged receivables to ensure timely collection. (15%) Assist on presentations to Senior Management that include credit decisions and recommendations, while highlighting top credit risks within the organization. (15%) Manage credit relationships with assigned counterparties, Regional Transmission Organizations, and Gas Pipelines. Lead analytical support of these credit relationships. (10%) As directed by Credit leadership, lead the coordination, maintenance, and implementation of improved reporting and functionality of Credit Risk systems. (10%) Job Scope JOB SCOPE The Senior Analyst, Credit Risk has some credit authority to approve credit requests in their assigned region. The incumbent will: Support Credit leadership in managing counterparty/customer limits and exposure monitoring to maintain compliance with credit policy and specific counterparty credit terms (including margining requirements) Negotiate or advise junior credit personnel as they negotiate credit terms and conditions, participate in conference calls to assess counterparty credit worthiness, perform customer visits Provide Credit Workout with early warning of potential high risk counterparties / customers, and assist in risk mitigation activities Maintain Risk data system and reporting integrity Ensure accuracy of external and internal reporting and disclosures Participate in conference calls with upper management of customers/counterparties - limited interaction with Senior Management on all credit/risk issues, including risk committee and transaction approval meetings Rigorously follow the credit process in all transactions and derive creative solutions and structures in managing multiple risks associated with a multi-billion dollar portfolio Minimum Qualifications MINIMUM QUALIFICATIONS BS in Accounting, Economics, Finance, Mathematics, or a related degree 4-7 years of relevant experience Advanced understanding of Mark to Market calculations and valuations of forward contract positions In-depth knowledge of credit and risk management fundamentals Thorough understanding of financial and wholesale energy trading markets Ability to evaluate creditworthiness of a company and clearly convey results in a well written report Excellent organizational, verbal and written communication skills with ability to handle multiple duties Strong interpersonal skills with the ability to interact with commercial and functional partners, external counterparties, vendors, and senior level executives within Risk and Finance. Must be self motivated and possess excellent time management skills Strong computer and spreadsheet modeling skills Ability to handle multiple tasks in a fast paced energy commodity trading environment Preferred Qualifications PREFERRED QUALIFICATIONS Energy industry experience Experience reviewing financial statements and assessing creditworthiness Completion of a formal credit training program Advanced degree or professional designation in a related field Benefits Annual salary will vary based on a candidate's skills, qualifications, experience, and other factors: $85,600.00/Yr. – $117,700.00/Yr. Annual Bonus for eligible positions: 15% 401(k) match and annual company contribution Medical, dental and vision insurance Life and disability insurance Generous paid time off options, including vacation, sick time, floating and fixed holidays, maternity leave and bonding/primary caregiver leave or parental leave Employee Assistance Program and resources for mental and emotional support Wellbeing programs such as tuition reimbursement, adoption and surrogacy assistance and fitness reimbursement Referral bonus program And much more Note: Exelon-sponsored compensation and benefit programs may vary or not apply based on length of service, job grade, job classification or represented status. Eligibility will be determined by the written plan or program documents.