Research Associate - Financial Officers Practice Job at Kernel (London)

Ssc associate - kyc quality assurance

The firm is looking to recruit an SSC Associate who will join the ATEQA Team (Af...

Location

United Kingdom , Liverpool

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Knowledge and experience of the Anti-Money Laundering Regulations, and the implementation/application of these regulations in real world scenarios
IT skills - strong working knowledge of MS Office including Access, Outlook, PowerPoint, Internet research
Well presented with a professional level of communication
Strong verbal communication, and experience dealing with difficult conversations
Strong written communication with experience collating information into navigable and clear reports, with a high-level summary of key points
Experience with time management and meeting deadlines
Ability to prioritise and support an organised workload

Job Responsibility

Undertaking internal “After the Event” Quality Assurance reviews, to confirm that all appropriate On-Boarding due diligence have been carried out
Creation and management of internal review reporting
Be a subject matter expert and maintain knowledge, expertise
Dealing with internal queries from Client/Project teams, and SSC teams on the firm’s “AML Guidance”
Liaising with Partners and other senior stakeholders to resolve and remediate any deficiencies identified
Support the BAU team
Providing on-going support to the firm’s Money Laundering Reporting Officer (MLRO) and Economic Crime Team
Administration support: Escalating more complex matters
Management and input over an internal ‘Issues Log’
Sharing knowledge and expertise

What we offer

Agile working
Programmes, resources, and frameworks that provide clarity and structure around career development
Informal success conversations to formal mentoring and coaching
State-of-the-art collaboration spaces in our offices
Multidisciplinary events and dedicated resources

Insurance Investment Solutions Associate

The Insurance Solutions Group provides a wide range of advisory, portfolio const...

Location

United States , New York

Salary:

115000.00 - 150000.00 USD / Year

BlackRock Investments

Expiration Date

Until further notice

Requirements

At least 3 years of professional experience in insurance investment strategy or related experience gained via an asset manager, investment bank, consultancy, or insurance company
Practical experience and/or knowledge of investment strategy design, asset classes, and asset-liability management techniques used by insurers
Some familiarity with the accounting, regulatory, risk management and strategic frameworks under which insurers in the region operate
Excellent communication skills and the ability to explain complex topics to non-technical individuals, both verbally and in writing
Excellent problem-solving abilities, intellectual curiosity, and experience understanding and solving complex issues
High level of integrity enabling the candidate to become a trusted partner to clients and peers

Job Responsibility

Assist with BlackRock’s coverage of insurers (particularly C-Suite officers, the Head of ALM, the Chief Actuary and Head of Asset Allocation) through technical engagement of enterprise objectives and the implications of these objectives on their investment strategy with a view to building relationships based on knowledge and trust which lead to the origination of commercial opportunities
Work directly with clients and internal partner teams on advisory engagements focused on asset allocation, risk and capital management, and ALM with a view to guiding the client towards the most appropriate investment solution or investment product given their unique considerations and objectives
Support all internal portfolio management and product strategy teams, and all distribution channels across the platform, with insurance investment, regulatory, accounting and liability expertise to help them position or design investment management products and services in a way that is appropriate for insurers
Develop a thorough knowledge of BlackRock’s capabilities, products and services, and integrate this knowledge into analytical solutions for insurers. Identify gaps in existing provision and drive the development of new services
Assist with the production of insurance focused research and thought leadership publications
Maintain strong relationships with internal partners in the BlackRock Investment Institute (economists), Financial Modelling Group (quantitative modelers), Financial Institutions Group (client relationship managers), and relevant investment teams to drive holistic portfolio solutions for insurers to generate strong commercial outcomes

What we offer

Annual discretionary bonus
Healthcare
Leave benefits
Retirement benefits
Strong retirement plan
Tuition reimbursement
Comprehensive healthcare
Support for working parents
Flexible Time Off (FTO)

Fulltime

Staff Accountant

O’Hagan Meyer, a law firm headquartered in Chicago with offices nationwide, is s...

Location

United States , Chicago

Salary:

55000.00 - 65000.00 USD / Year

O'Hagan Meyer

Expiration Date

Until further notice

Requirements

Proficiency in Microsoft Word, Excel, and Outlook
Strong written and verbal communication skills with a high level of professionalism
Exceptional attention to detail and strong follow-up skills
Ability to work independently while contributing effectively within a team environment
Strong organizational and time-management skills
Ability to multitask and effectively prioritize competing deadlines
Associate or bachelor’s degree in accounting required
Experience in an accounting operations function such as Cash Applications, Trust Accounting, Accounts Payable, Billing, or Collections strongly preferred

Job Responsibility

Reconcile all deposits into firm bank accounts
Perform all duties with appropriate professional skepticism and in accordance with internal control procedures
Identify and escalate unusual or non-routine transactions to ensure compliance with firm policies and best practices
Research and respond to internal and external inquiries regarding account transactions and balances
Prepare monthly account balance, status reports, and reconciliations
Assist with special projects and other duties as assigned
Perform quantitative analysis and research to support informed financial decision-making
Prepare, consolidate, and analyze monthly and ad hoc financial reports
Support budgeting and forecasting initiatives
Collect, validate, and analyze financial data from multiple internal and external sources

What we offer

Health Care Plan (Medical, Dental, & Vision)
401(k) Retirement Plan
Life Insurance (Basic, Voluntary, & AD&D)
Paid Time Off (Vacation, Sick Leave, & Company Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long-Term Disability
Training & Development
Free Food & Snacks in Office
Wellness Resources
Commuter Benefits

Fulltime

Audit Supervisor

The Audit Supervisor is a position expected to perform all aspects of an audit o...

Location

United States , Houston

Salary:

Not provided

Melton & Melton, LLP

Expiration Date

Until further notice

Requirements

Proficient in computer applications used in the office
Thorough understanding of generally accepted accounting practices (GAAP) and standards
Ability to understand financial records
Ability to review company documentation to complete audits in a timely and proficient manner
Excellent verbal and written communication skills
Excellent interpersonal skills
Ability to complete work within a specified time frame
Ability to research various types of company documents and budgets to identify necessary information for specific audits
Bachelors or Masters degree in Accounting
CPA or significant progress toward a CPA

Job Responsibility

Work review, decision making, and time budget management are essential parts of this position
Execute day-to-day activities of audit engagements of various clients
Interact with clients to help ensure the information flow from the client to the audit team is efficient, serving as a liaison between clients and upper management
Supervise Associates and Interns on engagements
Judge the sustainability of expenditures to be incurred on an engagement, both by themselves and by those they supervise
Participate in recruiting efforts as needed
All other duties assigned by your supervisor or manager.

What we offer

Highly competitive compensation package
Positive, supportive atmosphere
Healthy work-life balance.

Fulltime

Associate Counsel

This Associate Counsel role will support the Legal Department’s Life & Annuity O...

Location

United States , West Des Moines

Salary:

92986.00 - 154977.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Juris Doctorate Degree from an ABA accredited law school
Minimum 3 years' relevant experience
Experience in life insurance, annuities or financial services industry
Ability to think strategically, practically and holistically about appropriate legal solutions
Demonstrated ability to work efficiently and proactively on multiple projects under tight deadlines
Ability to collaborate with a variety of individuals in a professional, patient and responsive manner
Superior analytical, writing, oral communication, research, investigatory, advocacy, presentation and interpersonal skills
Demonstrated ability to identify and analyze legal issues and to apply known or researched rules of law
Demonstrated attention to detail, professional attitude and commitment to maintain confidentiality of records and information
A member in good standing of the Iowa Bar (or, admission to and in good standing with another bar enabling reciprocity and admission into the Iowa Bar)

Job Responsibility

Provide objective, thorough, timely and well-researched legal advice and counsel to business partners on legal matters
Provide legal advice and counsel on legal questions related to Sammons Financial Group to ensure compliance with new and existing state, federal and local laws, statutes and regulatory requirements
Provide legal advice and counsel on legal questions related to Sammons Financial Group’s business operations
Provide legal advice and counsel on issues relating to the Iowa Holding Company Act, corporate governance, reinsurance and finance
Provide legal advice and counsel on issues relating to product distribution
Provide legal advice and counsel on in-force policy and contract issues
Collaborate with other attorneys and professionals in the Legal Department in managing Sammons Financial Group’s exposure to regulatory fines and penalties or other sanctions
Understand Sammons Financial Group strategy, business objectives and goals when providing legal advice and counsel
Draft and review policy forms, legal correspondence, agreements, contracts and releases
Develop relationships with outside legal counsel, as appropriate, and in collaboration with other attorneys in the Legal Department, manage outside counsel

What we offer

Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
Healthy balance between work and personal lives
Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
Incentive program for defined goals subject to eligibility and performance

Fulltime

Chapter Relations Intern

The CAIA Association is seeking a motivated and enthusiastic Chapter Relations I...

Location

United States , Amherst, MA

Salary:

18.00 USD / Hour

CAIA Association

Expiration Date

Until further notice

Requirements

An undergraduate student interested in gaining hands-on work experience in a fast-paced global finance organization
Proficient in Microsoft Office applications

Job Responsibility

Support Chapter event planning and coordination 30%
Reviewing the Chapter team shared inbox, communicating with chapter leaders and members, addressing inquiries, and providing support as needed
Assist in maintaining accurate and up-to-date records of chapter events, including registrants, VIPs, speaker lists, venue lists, and other event data needs
Assist with pulling attendee registration details and preparing financial reports for Chapter events
Assist with collecting, distributing, and tracking onsite materials, including name badges, speaker gifts, and other event resources
Support Chapter event marketing and social media promotion 30%
Assist with maintaining a social media calendar to track the promotion of chapter activities and events
Assist the Chapter Relations Associate with distributing and posting chapter events through social media, email campaigns, and other channels
Track and analyze engagement metrics to optimize communication strategies
Provide support with data management and reporting 20%

Parttime

Commercial Real Estate Underwriter - Officer

Job Overview: Whether you’re at the start of your career or looking to discover ...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

3-6 years of relevant experience
Previous experience working directly in Commercial Real Estate underwriting or credit preferably in the financial services industry
Strong financial modeling experience in Microsoft Excel, including complex financial modeling, data manipulation, and scenario analysis
Ability to apply credit and risk principles toward business goals
Demonstrated ability to synthesize, prioritize and drive results with a high sense of urgency
Must be highly organized and able to work in a fast-paced environment managing multiple projects and possess effective interpersonal, organizational and analytic skills
Solid organizational skills with ability and willingness to work under pressure and manages time and priorities effectively with little to no supervision
Highly effective written and verbal communication skills, with the ability to communicate clearly and concisely to audiences of varying levels of seniority
Bachelor's/University degree or equivalent experience

Job Responsibility

Conduct comprehensive financial analysis of Commercial Real Estate properties (e.g., multi-family, office, industrial, retail, hospitality) and associated sponsors/borrowers, including historical performance, pro forma projections, rent rolls, operating statements, and balance sheet analysis
Develop and maintain complex financial models (DCF, valuation, sensitivity analysis) specific to various CRE asset types and transaction structures (e.g., acquisition, development, refinance)
Prepare well-reasoned and succinct credit approval request memorandums, highlighting key risks, mitigants, and actionable recommendations
Conducts projection modeling, stress testing and other analyses using research and evaluations from a wide variety of sources
Support Senior Underwriters in making recommendations/credit decisions, including risk ratings and regulatory classifications, using both quantitative models and qualitative judgment
Oversees periodic relationship credit monitoring including preparing Annual Reviews (ARs), Quarterly Reviews (QRs), and Criticized Credit Reviews (CCRs), ensuring effective information sharing and timely execution within global time zones
Proactively identify early warning signs of credit deterioration and elevate concerns to senior portfolio managers, proposing corrective actions
Review and validate the quality of financial spreads, reports, and static data updates
Supports the Senior Underwriter and Underwriter during internal reviews (BICR, COBRA, IA) and external regulatory exam responses
Prepare executive-level materials and presentations summarizing complex financial analysis and risk assessments

Fulltime

AVP- CCAR / QMMF: Stress Testing, Forecasting

The role is within the Loss / Loan Loss Reserve Forecasting and Stress Testing t...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a quantitative discipline: Mathematics, Sciences, Economics, Management, Operations Research, Engineering and Statistics
7-9 years of work experience in financial services or management consulting
Strong understanding of risk management
Strong understanding and hands-on experience with econometric and empirical forecasting models
Strong CCAR / DFAST/Stress Testing experience is preferred
5+ years of experience in using analytical packages, SAS, datacube/Essbase, MS Office (Excel, Powerpoint)
Vision and ability to provide innovative solutions to core business practices
Ability to develop partnerships across multiple business and functional areas
Strong written and oral communication skills

Job Responsibility

Quarterly loss / loan loss reserve forecasting and stress testing processes (CCAR, QMMF, Recovery Plan) deliverables for one or more NA Cards portfolios
Associated governance activities (Manager Control Assessment, End User Computing, Activity Risk Control Monitoring and its Assessment Units)
Cross-portfolio and cross-functional collaboration on loss / loan loss reserve forecasting and stress testing analytics
Review and challenge existing models, and model outputs to identify areas of improvement relative to portfolio & macro-economic trends
Understand the calculation of reserves, components of P&L, and the impact of CECL on CCAR results
Partner with Finance team to complete requests on financial planning & CCAR/DFAST results
Collaborate with Risk Modeling, Portfolio and New Account Forecasting, Data and Reporting teams
Create presentations with supportive analysis, storyboard results, and lead discussions with senior management
Establish and continually evolve standardized business and submission documentation
Coordinate with Global CCAR Office, drive centralized reporting requirements, and communicate with Auditors and Regulators

Fulltime

Research Associate - Financial Officers Practice

Kernel

Location:
United Kingdom , London

Category:
Human Resources

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 16, 2026

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Location:United Kingdom , London

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 16, 2026

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Job Posted:
January 16, 2026