-
Paralegal - Equity and Insurance
1 week ago
EXL New York, United StatesCompany Overview and Culture · EXL (NASDAQ: EXLS) is a global analytics and digital solutions company that partners with clients to improve business outcomes and unlock growth. Bringing together deep domain expertise with robust data, powerful analytics, cloud, and AI, we create ...
-
Director - Equity Research (Insurance)
4 weeks ago
Selby Jennings New York, United States Full timeOur Client is looking to bring on a Director level Equity Research Analyst focused on the Insurance sector. · Responsibilities:Build and update detailed company specific financial models · Draft individual company and sector-wide research reports for distribution to clients · Ana ...
-
Director - Equity Research (Insurance)
3 weeks ago
Selby Jennings New York, NY, United StatesOur Client is looking to bring on a Director level Equity Research Analyst focused on the Insurance sector.Responsibilities:Build and update detailed company specific financial modelsDraft individual company and sector-wide research reports for distribution to clientsAnalyze indu ...
-
Risk Manager
3 weeks ago
DataAxxis New York, United States**Duration**:6+ months strong potential to be extended or converted to Full-time. · **Location: midtown NYC**- 3 days onsite and 2 WFH · **Rate: $980 per day C2C /$850 per day W2** · **Position Overview**: · As part of a global team the Risk Manager will have responsibilities for ...
-
Avp, Assistant Director/private Equity Analyst
3 weeks ago
NLGIA Manhattan, United States**Functional Title**:Assistant Director, Private Equity Analyst · **Corporate Title**:Assistant Vice President · **Department**:Alternatives, Private Equity · **Reports To**:Head of Private Equity · **Overtime Eligible (Y /N)**:N · **Position Summary**: · Analyze new investment o ...
-
Solutions Architect
3 weeks ago
Anthropic New York, United StatesAs a member of the Solutions Architects team at Anthropic, you will drive the adoption of frontier AI by developing bespoke LLM solutions for top enterprises. You'll leverage your customer-facing experience and technical skills to architect innovative solutions that address our c ...
-
Inspector Lll
3 weeks ago
STV Group New York, United StatesFounded in 1912, STV is a leading national infrastructure-focused professional services firm, providing engineering, architectural, planning, environmental, program management and construction management services for transportation systems, buildings, water, energy and other faci ...
-
Head of General Partner Reporting
2 weeks ago
Neuberger Berman New York, United StatesNeuberger Berman is seeking a Head of GP Reporting to join our Private Equity Finance Group in New York. · Neuberger Berman GP Reporting ("GP Reporting") is responsible for oversight and management of Neuberger Berman's private equity carry program. Key areas of focus include: cr ...
-
Equity Research Analyst
2 weeks ago
EF Hutton New York, United States**The Company**: · **Salary Pay Range**:$110,000-$125,000 annually (plus a discretionary annual bonus in late February/early March) · **Position Summary**: · **We are actively seeking an accomplished Sellside Equity Research Analyst.** · The Equity Research Analyst will serve as ...
-
Grants Coordinator
2 weeks ago
Mount Sinai Health System New York, United StatesThe Grants Coordinator assists in the day to day operation of the grants administration, subcontract, award and overall review process. · **Responsibilities** · - Responsible for all aspects of data collection and pertinent data for the submission of new grant proposals and non-c ...
-
Assistant Vice President
2 weeks ago
Aon New York, United StatesAon is looking for an Assistant Vice President - Broker · As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting Risk in New York City. · Aon Transaction Solutions ("ATS") focuses on brokerage ...
-
Business Associate A-emergency Department
2 weeks ago
Mount Sinai New York, United States**Description** · Responsible for the business aspects of a patient's stay, as well as patient focused care within the Medical Center. Duties include: maintaining census data, scheduling tests and medical procedures, receiving and maintaining inventory and other duties. · **Respo ...
-
Assistant Vice President
2 weeks ago
Aon Corporation New York, United StatesPosting Description: · **Aon is looking for an Assistant Vice President - Broker** · As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting Risk in New York City. · Aon Transaction Solutions ( ...
-
Vice President
3 weeks ago
Santander US New York, United StatesVice President - Investment Banking - Insurance, Financial Institutions Group (FIG) · New York, United States of America · Summary: · As an Investment Banking Vice President in FIG Insurance you will develop strong relationships with clients as you work across the full spectrum o ...
-
Architectural Designer
2 weeks ago
STV Group New York, United StatesFounded in 1912, STV is a leading national infrastructure-focused professional services firm, providing engineering, architectural, planning, environmental, program management and construction management services for transportation systems, buildings, water, energy and other faci ...
-
Quant Developer
3 weeks ago
Innovative Management Solution New York, United States**Business: Equity Quantitative Research (EQR)** · **Title: Quantitative Developer** · **Location: NY** · **Duration: Full-Time** · **Requirements**: · - BS or MS in a relevant and highly technical field (computer science, math, physics, etc.) · - 6+ years of software development ...
-
Fpa Support-patient Coordinator
2 weeks ago
Mount Sinai New York, United States**Description** · Greets and establishes first contact with patients. Confirms and updates patient demographics and verifies insurance as necessary to ensure that patients have appropriate insurance for physician they are seeing. Responsibilities may include provides secretarial ...
-
Mount Sinai New York, United States**Description** · The Patient Encounter Associate performs all support functions related to patient reception, scheduling and financial pre-clearance, ensuring a high degree of patient satisfaction and maximum reimbursement to the institution. Responsibilities include but are not ...
-
Business Analyst
2 weeks ago
RR Donnelley New York, United States**Company Description** · RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trusted portfolio of creative execution and world-wide busine ...
-
Operations Manager-emergency Department- Mount
2 weeks ago
Mount Sinai New York, United States**Description** · Manages and ensures safe and efficient operations. Serves as a company representative on regulatory issues. Enhances operational procedures, systems and principles in the areas of information flow and management, business processes, enhanced management reporting ...
Paralegal - Equity & Insurance - New York, United States - Inizio Partners Corp
Description
Job Description
Job DescriptionParalegal Equity and Insurance
Location: New York, NY (hybrid)
Basic Function
To assist the Legal Function. Should be capable of handling multiple legal assignments and ensure minimization of legal risks to the organization.
Meeting deadlines with minimum turnaround time in handling legal matters.
Essential Functions
Primary Responsibility
Equity Plan Administration
o Support corporate legal efforts on the administration of our clients equity programs with Fidelity.
o Provide day-to-day project support by tracking status and work streams across all equity administration matters deals; support on international equity plans;
o Approve settlements/distributions of director awards;
o Ensure compliance and timely preparation of Forms 3, 4 and 5;
o Support insider trading policy administration.
o Maintain and improve internal tracking and process documents and databases, including an equity tracker and securities playbook.
o Respond to requests related to equity admin matters received by the corporate team from various departments within the company, including the equity administration team within the finance department.
o Work on annual Section 16 reporting for Form 10-K and Proxy as well as compilation of securities holdings for directors and executive officers;
o Communicate with and build and maintain positive relationships with internal clients and external service providers.
Oversight of all Section 16 matters, including preparing and filing Forms 4. Support the preparation of SEC filings (e.g., 10-Ks, 10-Qs, 8-Ks, S-8s and proxy statements) and associated disclosure control processes. Assist in the administration of the insider trading policy, including managing trading window logistics and organizing/reviewing 10b5-1 plans. Partner with our Equity Administration team to help oversee employee equity plans, including the employee stock purchase plan and international equity plans, grant approvals and administration, RSU releases, and audits.
Corporate Insurance Administration
o Primary liaison between insurance broker and company.
o Ensure smooth renewal process with all internal/external stakeholders.
o Provide Certificate of Insurance for our clients customers (~600 COIs per year) as may be required by contract and respond to internal insurance queries in connection with contract negotiations.
o Work to optimize Insurance processes and ensure compliance.
Miscellaneous
o Assist in the management of corporate governance matters for legal entities, including, charter and by-law changes, maintenance of minute books, stock registers and current officer and director listings;
o Assist in the administration of Legal Team corporate projects, including putting together PowerPoints and other presentations; and
o Assist with board meetings presentations research relevant and necessary topics/data to include in presentation deck
Technical Skills:
Excellent skills with Microsoft Word, Excel and Power Point.
Ability to leverage contract lifecycle tool and other legal automation apps/ tools.
Familiarity with constructing searches on Westlaw, Lexis Nexis and Google, including the use of Boolean search terms.
Process Specific Skills:
Must have excellent drafting skills;
Familiar with SEC and Section 16 reporting rules
Soft skills (Desired):
Should be sincere, very hardworking and a team player.
Must be ready to take extra responsibility and lead from the front. Will interact with the General Counsel, US Legal
Soft Skills (Minimum):
Should have excellent communication and co-ordination attributes and must be willing to work in a dedicated and diligent manner.
Able to work independently and meet deadlines with minimal daily supervision.
Education Requirements
B.A.
Legal qualification is desirable but not mandatory
Professional demeanor in all situations. Ability to manage the demanding internal and external clients while retaining composure.
Work Experience Requirements
At least 5 years of corporate legal/ paralegal experience performing some or all of the tasks noted in the Primary Responsibility field above.
Primary External Interactions
Interaction on a day to day basis with US Legal, General Counsel and internal clients
Primary External Interactions
Interaction with external counsel and insurance broker.