VP of M&A & Corporate Development

Overview Legal & General is a leader in Pension Risk Transfer with over 35 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015.  The business has grown steadily and in 2024 we completed $2.2 billion in premium written, representing our largest year on record. At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible.  Purpose and Objective The Senior Director, Alternatives and New Origination will be the lead person responsible for driving the Alternatives investment strategy aimed at improving portfolio competitiveness on a risk and capital -adjusted return basis for Insurance balance sheets. This person will lead a small team responsible for developing the strategy for alternative, underwriting new credit, real estate debt and alternative investments; and overseeing / reporting on the ongoing performance of those assets. LGA’s Investments Team is responsible for investment strategy formulation and implementation and aggregate portfolio management by working with various functions within Legal & General in the US and London. Daily asset management is handled by our internal and external asset managers. Requirements Roles and Responsibilities: Alternatives Portfolio Strategy, oversight and management Develop a strategy for the alternatives portfolio considering overall portfolio SAA, market outlook, asset structures, and capital positions. Develop a route to execution and lead due diligence for the Alternative portfolio investments working closely with the wider Investments team, external parties, and our affiliate manager – L&G Asset Management. Lead documentation commercial review, pricing working with Legal, Risk and Commercial teams. Develop an ongoing oversight for all alternative assets, and portfolio reporting and analytics. Underwriting Lead a small, experienced team to lead underwriting in real estate and credit, and review individual private investments from external managers. Data and analytics development Responsible for leading development of insightful and timely portfolio analytics and performance for the alternatives portfolio, well presented for management information, board pack and ad-hoc analyses on portfolio. People Management: Lead a team of investment professionals driving accountability, strong performance and collaborative team culture. Ensure that each team member has a development plan in place and receives frequent feedback on their performance and development opportunities. Ensure tasks are covered and team members are cross trained as appropriate. Auxiliary Responsibilities: Leading or participating in various strategic investment projects as needed. A key responsibility for this role will be to work closely with the Senior Director, Portfolio Strategy to incorporate Alternative investments in the portfolio. Supporting CIO in the set-up work for the OCIO function to be delivered as part of Banner sale. This role will work closely with various teams in the Stamford, Frederick, Bermuda and Chicago offices as well as the London headquarters.   Qualifications: A bachelor’s degree required in a related field, e.g. finance, actuarial, economics or business. A master’s degree/ MBA in a related field is preferred. Minimum of 10 years of experience in portfolio management, investment strategy, or a related field, with a focus on life insurance, pension risk transfer or similar areas. Minimum 5 years of experience of managing and developing a team of investment professionals. In-depth knowledge of investment products (particularly fixed income, private credit and alternatives), financial markets, and regulatory requirements for US and Bermuda balance sheets. Life Insurance industry experience or other liability driven investment experience is required. Actuary or CFA charter holder is preferred. Skills: Strong people management experience with focus on driving accountability, individual development and high performance. Strong sense of ownership, prioritizing multiple projects and execution while meeting deadlines. Excellent analytical, quantitative and presentation skills. Track record of analysing complex problems and developing and applying commercial opportunities that can drive improved investment performance. A proven ability to think independently, having taken an innovative approach to investment and asset allocation strategy in past roles. Benefits We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. 10 - 25 vacation days depending on experience level and years of service 4 floating holidays & 2 personal days 10 - 15 sick days, depending on years of service 2 paid volunteering days Health benefits, including medical, dental, and vision coverage Supplemental health benefits and life insurance 6 weeks of paid parental and maternal leave Immediate vesting into a 401k savings plan with up to 6% company match 100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service Flexible Workspace and Arrangements Tuition and Certification reimbursements Infertility and domestic partner benefits The expected hiring compensation range for this position is $240,000 - $260,000 USD annually. Base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The current bonus target for the position is 30% of the base salary with a stretch to twice the target, modified for corporate and individual performance. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Requirements Benefits

Credit Analyst – To $70K – Homer Glen, IL – Job # 3502 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Credit Analyst role in the Homer Glen, IL area. The position is responsible for researching and gathering the credit information for pending loan transactions under consideration by the Bank’s Commercial Loan, Commercial Real Estate & Multi-Family departments.   This position analyzes loans up to the Bank’s Legal Lending Limit. The Credit Analyst interprets & analyzes financial information and maintains borrower relationship information in the existing database, ensuring borrower compliance within loan requirements. The opportunity has a generous salary of up to $70K and a benefits package.  (This is not a remote position). Credit Analyst responsibilities include: Analyze, interpret and spread financial statements (internal, compiled, reviewed, audited and tax returns) Prepare presentations for Commercial Loan, Commercial Real Estate & Multi-Family Loan write-ups (financial analysis, collateral analysis, Guarantor analysis and global debt service analysis) Prepare Accounts Receivable aging collateral analysis Complete personal/business debt service Prepare rent roll analyses Identify Loan Policy Exceptions and mitigating factors Communicate with Loan Officers Monitor collateral advances Review field audit reports on asset-based lines Update and maintain customer tickler information on Bank’s internal tracking software Request and analyze credit bureaus and litigation searches Update Commercial Lending Administrative Assistants and Loan Officers on status of weekly write-ups for Loan Committee Calculate loan profitability using internal software pricing model Prepare & maintain Covered Transaction report on a quarterly basis for all loans Adheres to Bank Policies, Code of Conduct and internal controls for which this position is responsible Perform other duties as assigned by supervisor Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree in Finance or Accounting.  Commercial credit analysis experience preferred. Effective writing and data entry skills. Strong oral communication, effective listening skills, detail oriented and quality customer service skills.  Demonstrated ability to handle difficult and sensitive business situations. Solid analytical, creative and problem-solving abilities. Excellent time management skills and ability to coordinate projects. Established ability to meet deadlines while working on multiple projects. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

The Senior Finance Manager of Payroll Tax works in a team that ensures that all payroll deductions are accurate and appropriate, helps troubleshoot reporting or programming errors and supports inquiries from payees related to deductions or tax forms including the IRS W-2, 1099’s and other required reporting.    Key Responsibilities:  Lead the payroll tax function for Marketer Payroll Operations, managing the accurate and timely processing of all federal, state, and local payroll tax contributions and filing appropriate tax returns for four separate Employers of Record (EOR’S).  Ensure compliance with applicable tax laws and regulations across multiple states and jurisdictions, including setup, deposits, filings, and reconciliations.  Oversee year-end activities including preparation and distribution of W-2s, 1099s, 940/941 filings, and other required documentation.  Manage and support audits from federal and state tax authorities.  Review the daily / weekly pension contributions for SAG and WAG, etc.  Develop and maintain payroll tax procedures and best practices, ensuring consistent service delivery.  Collaborate with internal teams including Marketer Payroll Managers, Marketer Payroll Operations, Finance, Legal, and Compliance to ensure seamless end-to-end service.  Other duties as assigned  Requirements Bachelor's degree in Accounting, Finance, or related field; CPP certification is strongly preferred.  10–15 years of progressive payroll tax experience, including significant work managing payroll tax for multiple external clients.  Strong knowledge of federal, state, and local payroll tax regulations and agency requirements.  Demonstrated success with strong communication, problem-solving, and relationship-building skills.  Experience managing high-volume, multi-state payroll tax operations across a range of industries, including entertainment or advertising preferred.  Advanced skills in payroll and tax systems (ADP/MASTER TAX) and Microsoft Excel.  Ability to manage multiple deadlines and prioritize effectively in a fast-paced service environment.  FLSA Status: Exempt 

**This is an ON-SITE position.** The E-Branch Services Specialist will provide service and support for members over the phone dealing with requests that are both routine in nature and some that require extensive research and use of problem solving skills. This individual will, respond to incoming calls and select the appropriate products and services to meet member request. This will all be done while meeting or exceeding the set call quality and service standards in the call center. Respond to member service inquires in the time set by management. Send and receive email, fax, and paperwork to and from existing and potential new members for account related activities. Reset passwords, challenge questions, and PINs for members using electronic services according to department procedures. Take complete ownership of every call whether it requires a call back, extended research, or assistance from other departments. Providing proactive solutions to member service. Process member transactions accurately, efficiently and timely including accepting cash and check deposits, withdrawals, transfers, loan payments etc. On a self-directed basis, continue to improve in individual level of competency through training and development on established educational programs. Perform other duties as assigned by manager. Requirements Experience: One to three years previous experience in a call center or retail service position. Education/Certifications/Licenses: A high school degree or equivalent Interpersonal Skills: A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. Other Skills: Must possess computer skills with the ability to handle extensive data entry in an accurate and timely manner. Must be highly outgoing and self-motivated Microsoft Office 2010 or higher specifically in Word, Outlook, Excel. ADA Requirements Physical Requirements: Performs primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions: This job operates in a professional office environment. Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Must be capable of working weekends. Occasional work before or after regular business hours may be required for various events. Mental and/or Emotional Requirements: Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Benefits Smart Financial Credit Union offers a competitive salary and excellent top-tier benefits. In addition, Smart Financial Credit Union has a tuition reimbursement program; part-time-time employees can receive up to $2,000 per year in tuition reimbursement. Smart Financial Credit Union was ranked as Houston's Best Places to Work five consecutive years in a row! Source: Houston Business Journal, 2011, 2012, 2013, 2014, and 2015. Smart Financial Credit Union was ranked USA Top Workplaces (National Award)! Source: Houston Chronicle - 2021 and 2022 Smart Financial Credit Union was ranked Top Workplaces (Regional Award) six consecutive years in a row! Source: Houston Chronicle - 2016, 2017, 2019, 2021, 2022, 2023, and 2024 Smart Financial Credit Union was also ranked as Best Companies to Work for in Texas! Four consecutive years in a row! Source: Texas Association of Business (TAB) and Texas Monthly Magazine – 2014, 2015, 2016, and 2017 *** Applicants must submit a resume in order to be considered for the position. Smart Financial does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits. Smart Financial Credit Union (SFCU) commits to fostering a diverse, equitable, and inclusive workforce and member base where a sense of belonging is evident. Our core values and purpose compel us to invest in our culture, with the objective that all who interact within and with the credit union can be appreciated for their unique individuality and thrive in the environment, with respect for each other and our greater community. https://www.eeoc.gov/sites/default/files/2023-06/2... https://www.dol.gov/sites/dolgov/files/WHD/legacy/... https://www.dol.gov/sites/dolgov/files/ofccp/regs/... https://www.dol.gov/sites/dolgov/files/WHD/legacy/...

Position Title: Financial Analyst (DTRA) Company: ACT1 Federal Location: Arlington VA Clearance: Active Secret About ACT1: ACT1 Federal advances our Nation’s and Allies’ missions by taking ACTION! We provide mission operations support, technical services, and innovative solutions by leveraging our talented workforce. By doing so, we are making the world a better, safe and more productive and inclusive place. As a Financial Analyst, supporting a Department of Defense customer, you will be trusted to review and analyze data provide high-quality mission and decision-making support on budgetary, financial, and civilian pay issues while continuously improving the quality, efficiency, and focus of the customer’s financial services and operations.  **THIS POSITION IS CONTINGENT UPON CONTRACT AWARD** Responsibilities: • Support the Chemical and Biological Defense Program (CBDP) for all aspects of accounting; financial statements; Internal Controls Enterprise Risk Management (ERM); Information System Controls including Complementary User Entity Controls (CUEC); reconciliation of budgetary and proprietary accounts; vendor pay operations; processing and maintenance of commitments and obligations; financial and accounting compliance; funds management and control; financial systems integration and coordination; and establishment of an effective Manager’s Internal Control (MIC) Program across CBDP components. • Assist the DoD customer to prepare, promulgate, and maintain a comprehensive directive for the Enterprise Risk Management (ERM) to identify and comply with requirements of Federal Managers’ Financial Integrity Act (FMFIA) OMB Circular A-123, including appendices as issued, and DoD guidance, as well as other pertinent statutes, standards, and directives on establishment and effective assessment of programs for internal control. • Provide support in distributing funds received from OSD by appropriation. Accomplish funds distribution through the DoD Program and Budget Allocation System (PBAS) and the Enterprise Fund Distribution (EFD) to designated executing agencies. • Provide support in managing and maintaining the Joint Integrated Chemical, Biological, Radiological, and Nuclear Defense (CBRN) Analytics Platform (JICAP). Requirements Requirements · Ten (10) years of work experience in supporting the Department of Defense or similar agency. · Experience with DTRA (Defense Threat Reduction Agency) is strongly preferred, especially with Chemical and Biological Defense Program. · Experience with Quantitative/Qualitative Analysis and Enterprise Risk Management (ERM). · Working knowledge of Microsoft Office Suite products (Word, Excel, Access, Project, SharePoint, and PowerPoint) and Visio. · Demonstrated experience presenting to and engaging with Senior Civilians. · SECRET Clearance is required. Benefits Benefits: ·       Medical/Dental/Vision Insurance ·       ACT1 Employee Stock Ownership Plan (ESOP) ·       Company Paid Life and AD&D Insurance ·       Company Paid Short-Term Disability ·       Voluntary Long-Term Disability ·       Flexible Spending Account (FSA) ·       Health Savings Account (HSA) ·       401K with employer match ·       Paid Time Off ·       Paid Holidays ·       Parental Leave ·       Military Leave ·       Education, Training & Professional Development ·       Voluntary Accidental Injury/Critical Illness/Hospital Care ·       Voluntary Pet Insurance, Legal Resources, and Identity Protection https://act1federal.com/careers/ All qualified applicants will receive consideration for employment without regard to disability, status as a protect veteran or any other status protected by applicable federal, state, local or international law.