Job Summary: 

• Develop internal relationships with senior sales leadership and other members of the international sales organization.  
• Ensure that EV Equity’s priorities are well represented within the broader international sales organization.
• Identify opportunities within client prospect lists and distribution partner firms’ priorities.
• Collaborate with Equity team leaders to command and influence sales resources where appropriate, and build AUM in key equity strategies.
• Communicate all market development, economic and portfolio activity related to the team’s investments with high-level and knowledgeable audiences, including Chief Investment Officers and investment boards of corporate, public and sovereign entities.
• Write and orally communicate portfolio reviews, and market outlook commentary and respond to client ad-hoc research requests based on investment team discussions and comments, internal attribution data and external sources.
• Deepen and expand relationships with the Consultant community to both retain clients and further develop new business across strategies.
• Perform competitor analysis and market research.
• Manage data and information required for RFPs, RFIs and help ensure the successful completion of such items.

Skills on Resume: 

• Relationship Building (Soft skills)
• Strategic Representation (Soft skills)
• Opportunity Identification (Hard skills)
• Team Collaboration (Soft skills)
• High-Level Communication (Soft skills)
• Investment Reporting (Hard skills)
• Client Retention (Soft skills)
• Market Research (Hard skills)

Job Summary: 

• Manage scheduling of EWG meetings.
• Work with EWGs to develop meeting agendas and activities.
• Work with EWGs to develop, implement, monitor, evaluate and iterate group goals. 
• Works with outside entities (other food banks/organizations) to gain information for plan development.
• Create an engaging learning experience using case studies, examples, videos, pre-work assignments, and more activities related to JEDI. 
• Communicate and interface with EWGs and staff in a timely manner to plan training and events and to cascade results.
• Work with EWGs to develop and execute report-outs at monthly all-staff meetings.
• Review and analyze JEDI training needs and the effectiveness of past programs.
• Design and facilitate employee workshops, focus groups, coaching sessions, and associated events using a variety of instructional design techniques.

Skills on Resume: 

• Scheduling (Hard skills)
• Agenda Planning (Hard skills)
• Goal Setting (Hard skills)
• Collaboration (Soft skills)
• Curriculum Design (Hard skills)
• Communication (Soft skills)
• Program Evaluation (Hard skills)
• Needs Analysis (Hard skills)

Job Summary: 

• Identify resources and work with outside entities to develop and facilitate workshops related to topics such as Unconscious Bias, Microaggressions, Allyship, Privilege, Racism, Inclusiveness for all groups across the organization. 
• Interview key stakeholders to elicit training requirements and Identify learning objectives for trainings.
• Design content and/or curricula for e-Learning platform, Cornerstone LMS
• Connect and integrate JEDI work to the organizational values Purpose, Accountability, Courage, and Transparency (PACT). 
• Ensure technology and tools are set up and utilized correctly.
• Research and update training content with newest literature, ideas, news, and innovations.
• Advise and mentor leaders in the development of diversity, equity, and inclusion skills.
• Leading virtual and in-person group sessions, roundtables, 1 on 1 coaching
• Create an engaging learning experience using case studies, examples, videos, pre-work assignments, and more activities related to JEDI. 
• Ensure that all loan applications are within bank policies and procedures while ensuring compliance with all state and federal regulations
• Performs processing, closing and funding functions for all equity mortgages
• Builds and maintains positive working relationships with assigned retail branches

Skills on Resume: 

• Workshop Development (Hard skills)
• Stakeholder Interviewing (Soft skills)
• e-Learning Content Design (Hard skills)
• Diversity and Inclusion Strategy (Hard skills)
• Technology Management (Hard skills)
• Content Updating (Hard skills)
• Leadership Coaching (Soft skills)
• Relationship Management (Soft skills)

Job Summary: 

• Be the preferred point of contact and act as a subject matter expert for relationship managers, investment advisors, and investment partners requiring professional expertise on developed markets equities
• Write storylines on single stocks e.g. after earnings or in the event of major price movements for internal and external client publications (Market Proximities, Market Opportunities, Switch Ideas)
• Reach out to internal clients and participate in client meetings on an ad-hoc basis
• Generate client-ready tactical (midterm time horizon) single stock ideas and advise on individual global stocks within the developed markets on a fundamental and technical basis
• Manage the extended equity universe
• Work closely with the research department and other product specialist
• Promote equity ideas through internal channels (Daily Market Call, desk meetings, podcasts)
• Orders appraisals, titles, flood certificates, verifications of employment and any other required documentation
• Prepares and delivers the initial loan estimate, closing disclosures and closing packages timely and efficiently.
• Follows up on documentation needed with customers to ensure loan is progressing to meet expected closing dates
• Ensure all HMDA information is accurately input and updated in the system
• Enter clear and concise comments, edit and update information in the system

Skills on Resume: 

• Equity Market Analysis (Hard skills)
• Financial Writing (Hard skills)
• Client Relationship Management (Soft skills)
• Stock Selection (Hard skills)
• Research Coordination (Soft skills)
• Internal Communication Promotion (Soft skills)
• Loan Documentation Processing (Hard skills)
• Regulatory Compliance (Hard skills)

Job Summary: 

• Coordinate and/or implement strategies to assess health inequities and root causes (e.g. determinants of health) that contribute to differences in health outcomes across various populations. 
• Identify and gather qualitative and quantitative data, and other information, synthesize information and develop reports or recommendations to guide planning, practice, evaluation, and policy development to advance equity.
• Convene multi-disciplinary Case Review Team to examine service delivery gaps and opportunities in vulnerable populations where linkage and viral suppression goals are unmet
• Develop technological solutions and systems for continuous improvement of programs.                
• Uses technological solutions to collect, store, and retrieve data.
• Implement program improvements for transportation services that utilize ride-sharing providers such as Uber and Lyft
• Launch community HIV treatment services awareness campaign
• Engage EHE funded Primary Care providers in Technical Assistance to develop clinic protocols for Test and Treat 
• Serve as RWGA EHE Liaison with the Coordinator of the Houston Health Department process for jurisdictional EHE plan.
• Coordinate with local, state, federal, and private partners for the EHE plan.

Skills on Resume: 

• Health Equity Analysis (Hard skills)
• Data Collection and Analysis (Hard skills)
• Report Development (Hard skills)
• Program Development (Hard skills)
• Technological Proficiency (Hard skills)
• Stakeholder Engagement (Soft skills)
• Coordination (Soft skills)
• Strategic Planning (Soft skills)

Job Summary: 

• Communicates with community members and internal/external stakeholders.
• Completes special projects as assigned, working on a wide variety of financial, administrative, professional, management, and community issues and problems of medium complexity.
• Coordinate preparation, assembly, and delivery of proposal documents and provide additional information as required by funding sources.
• Compiles data, produce information and interprets results through conclusion or recommendation formulation.                 
• Analyzes and evaluates programmatic public health data.
• Presents findings and compiles reports, develops special documents or publications
• Represent supervisor at meetings and functions generally to gather information.
• Participate in the evaluation and design of workflow, processes, various operations systems, etc. and create recommendations to improve performance.
• Handles confidential information.                 
• Performs data storage and de-identification procedures in accordance with institutional and national policies to ensure maintenance of confidentiality and privacy.

Skills on Resume: 

• Stakeholder Engagement (Soft skills)
• Project Management (Hard skills)
• Proposal Development (Hard skills)
• Data Analysis (Hard skills)
• Report Writing (Hard skills)
• Presentation Skills (Soft skills)
• Process Improvement (Hard skills)
• Confidentiality Management (Soft skills)

Job Summary: 

• Perform initial review of home equity applications submitted from lenders
• Review application for basic lender qualifications such as minimum credit score, maximum debt-to-income ratios, loan-to-value ratios, employment information, acceptable collateral type, and overall credit history.
• Order and review lender required third-party services when applicable, including but not limited to credit reports, fraud/identification reports, appraisals/automated valuations, title reports and flood insurance.
• Communicate with borrowers to gather lender required documentation, including but not limited to income verification, homeowners’ insurance, trust documentation, condo documentation, and letters of explanation.
• Perform underwriting reviews of all third-party services and borrower documentation
• Calculate ratios and document lenders' loan origination system accordingly
• Ensure that all qualifications are met and within lenders' policies and guidelines
• Issue a final loan decision and communicate it to the lender.
• Draw and deliver final loan documents to the lenders.
• Communicate effectively with lenders to manage home equity pipelines with a focus on achieving agreed service levels
• Adequately document loan details to explain the rationale for decisions as well as improve efficiencies when lenders must get involved with an application.
• Follow up with members and service providers to collect missing items, stipulations, or other miscellaneous documentation

Skills on Resume: 

• Credit Analysis (Hard skills)
• Risk Assessment (Hard skills)
• Document Verification (Hard skills)
• Ratio Calculation (Hard skills)
• Underwriting Principles (Hard skills)
• Effective Communication (Soft skills)
• Attention to Detail (Soft skills)
• Decision Making (Soft skills)

Job Summary: 

• Work at both the strategic and operational levels to promote diversity, inclusion, and equity matters
• Collaborate with and guide internal stakeholders including leaders, GBA+ Centres of Excellence, department D&I Committees, and Employee Resource Networks
• Facilitate training courses including D&I courses, GBA+, Inclusive Language
• Provide consultation on equity-related matters, documentation and initiatives
• Support strategy and business planning activities including change management, facilitation and internal communication materials
• Collaborate toward eliminating forms of inequality by identifying and working to implement systems, structures, policies and practices, and influence attitudes supporting equity for individuals experiencing marginalization in the workplace
• Maintain up-to-date knowledge and research on best practices relating to equity, anti-racism, inclusion, and support related communications
• Accurately document and track results of outbound and inbound calls. 

Skills on Resume: 

• Diversity Strategy Development (Hard skills)
• Stakeholder Collaboration (Soft skills)
• Training Facilitation (Hard skills)
• Consultation on Equity Matters (Hard skills)
• Change Management (Hard skills)
• Policy Implementation (Hard skills)
• Research on Best Practices (Hard skills)
• Tracking (Hard skills)

Job Summary: 

• Design and operation of stock compensation plans, including stock options, restricted stock units (RSUs), employee stock ownership plans, and others
• Disclosure regarding the above stock-based compensation plans
• Internal education on insider trading regulations and management of trading of company stock
• Planning and management of general meetings of shareholders
• Correspondence with the administrator of the shareholders' register, securities companies, etc.
• Management of shares for non-residents
• Support services for tax returns related to trading of company stock
• Cross-sectional communication with legal, compliance, human resources, labor, accounting, and finance teams of each group company
• Other general stock administration

Skills on Resume: 

• Compensation Plan Design (Hard skills)
• Regulatory Disclosure (Hard skills)
• Insider Trading Education (Hard skills)
• Shareholder Meeting Planning (Hard skills)
• Shareholder Relations Management (Hard skills)
• Tax Compliance Support (Hard skills)
• Cross-Functional Communication (Soft skills)
• Stock Administration (Hard skills)