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Private Credit Investment Analyst
Churchill Real Estate 3.2
Associate analyst job in Charlotte, NC
As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field.
3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$59k-91k yearly est. 2d ago
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Business Analyst, Multi-Site Operations
Media One Digital 3.6
Associate analyst job in Matthews, NC
Media One is a trusted partner in digital printing and textile industries, offering comprehensive solutions for large format printing. From paper, fabric, workflow, and color management to advanced digital printing equipment and finishing, Media One collaborates with top-tier partners to cater to diverse production needs. The company provides nationwide technical support, installation, and service to ensure excellent customer satisfaction. With four strategically located warehouses across the U.S., Media One provides efficient and timely deliveries. Learn more at: *****************************
Join the market leader in digital textile printing.
Media One Digital is seeking a detail-oriented, analytical Business Analyst to support finance, sales, and operations across multiple U.S. locations. Reporting to the CFO, this role plays a critical part in driving data-based decisions through financial analysis, business performance tracking, and strategic insights.
What You'll Do
Analyze financial results, budgets, and forecasts across locations.
Partner with accounting on month-end close, variance, and ROI analysis.
Track sales trends, product mix, and margin performance by customer and site.
Build and maintain dashboards, scorecards, and KPIs for leadership.
Consolidate operational and financial data to support benchmarking across sites.
Improve data integrity across ERP, CRM, and reporting systems.
Lead ad-hoc analysis and scenario modeling for strategic initiatives.
What Success Looks Like
Accurate and timely reporting that enhances decision-making.
Actionable insights that drive measurable improvements in KPIs.
Streamlined, standardized performance tracking across all sites.
What You'll Bring
Bachelor's degree in Finance, Business, Economics, or related field (MBA a plus).
2-3 years' experience in business analysis, FP&A, or operations analysis-preferably in manufacturing or textiles.
Advanced Excel skills; experience with Power BI or Tableau.
Familiarity with ERP (NetSuite, Sage 100) and CRM (Salesforce) systems.
Strong analytical, communication, and problem-solving skills.
Ability to work cross-functionally in a fast-paced, multi-site environment.
Why Join Us
At Media One Digital we power the digital print ecosystem through smart systems, trusted products, and expert support-so our customers can scale what's next. You'll be part of a collaborative, data-driven culture where your insights shape strategic decisions across the business.
Equal Opportunity Employer:
We're committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other protected characteristic.
$52k-73k yearly est. 15h ago
Travel Intelligence & Risk Analyst
Strategic Staffing Solutions 4.8
Associate analyst job in Charlotte, NC
🚨 Now Hiring: Business Execution Consultant 2 - Travel Intelligence & Risk Analysis
📍 Corporate Security | CSIRA Team
📌 Job ID: JOB-244274 / Req 207285-1
We're seeking an experienced Intelligence Analyst to join the Intelligence and Risk Analysis (CSIRA) team within Corporate Security. This role is critical to protecting our people, assets, and operations by transforming complex intelligence into actionable security insights.
This is not just travel risk-the focus is on security intelligence, threat detection, and applying sound judgment to evolving global and domestic risks.
🔍 What You'll Do
Gather, evaluate, and analyze intelligence from open-source, human, and technical sources
Apply analytical judgment to identify threats, vulnerabilities, and emerging risks
Produce clear, actionable intelligence to support strategic and operational decision-making
Support domestic and international security operations with timely risk assessments
✅ Required Qualifications
5+ years of experience in intelligence, crime, or threat analysis
(federal, state, local law enforcement, or private-sector intelligence teams)
⭐ Desired Qualifications
Proven intelligence analysis experience in public or private sectors
Strong ability to synthesize qualitative and quantitative threat data
Experience with global threat intelligence and risk assessments
Excellent written and verbal communication skills; able to brief diverse audiences
Familiarity with intelligence and risk platforms such as Ontic, Dataminr, WorldAware, Sibylline, or Intelligence Fusion
If you're an intelligence professional who excels at turning information into insight and judgment into action, we'd love to connect.
$54k-75k yearly est. 2d ago
Cash Applications Analyst
Brightspeed
Associate analyst job in Charlotte, NC
At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South.
Backed by funds managed by Apollo Global Management,our vision is to accelerate the upgrade of copper to fiber optic technologies, bringing faster and more reliable internet service to many rural markets traditionally underserved by broadband providers, while delivering best-in-class customer experience.
Be a part of the team that will make this vision a reality....designing and building a world class fiber network and creating a customer experience second to none.
Check us out on the web!
Job Description
The Cash Applications Analyst is responsible for ensuring accurate and timely application of customer payments across multiple payment channels. This role supports the integrity of financial reporting by resolving unapplied payments, identifying process improvements, and collaborating with cross-functional teams to optimize cash flow and operational efficiency.
Key Responsibilities
Receive, review, and process customer payments from various sources, including checks, electronic transfers, and lockbox deposits.
Investigate and resolve unapplied or misapplied payments, collaborating directly with customers to clarify payment details and ensure accuracy.
Reconcile complex payment discrepancies and perform root-cause analysis to improve process accuracy and minimize recurring issues.
Monitor and meet established Service Level Agreement (SLA) targets for payment posting, reconciliation, and issue resolution.
Partner cross-functionally with Accounting, Treasury, Billing, Collections, IT, and Customer Service teams to resolve upstream issues and enhance cash application efficiency.
Conduct periodic audits and reconciliations of receivables, ensuring proper cash flow through billing and financial systems.
Maintain and enhance documentation for cash application procedures, ensuring consistency, compliance, and audit readiness.
Identify process improvement opportunities to enhance accuracy, timeliness, and control within the cash application function.
Provide subject matter expertise on cash application processes in cross-functional projects.
Act as a backup to other Cash Applications team members, as needed.
Qualifications
Qualifications
Education & Experience
5+ years of experience in cash applications, accounts receivable, or a related financial operations role.
Bachelor's degree in finance, accounting, business, or a related field preferred.
Experience working with SAP-BRIM or similar financial systems.
Skills & Competencies
Strong analytical and problem-solving skills with attention to detail.
Advanced Excel skills and proficiency in financial software systems.
Strong communication and customer service skills with the ability to resolve complex payment discrepancies professionally.
Ability to meet SLA deadlines while maintaining accuracy and productivity.
Knowledge of financial regulations, compliance standards, and fraud prevention practices.
Self-starter who adapts well to change and maintains composure under pressure.
Preferred Qualifications
Experience in the telecommunications industry.
Demonstrated experience leading or supporting system integrations related to cash application.
Physical Demands & Work Conditions
Primarily office-based role requiring extensive use of computer and standard office equipment.
May require flexible hours, including occasional evenings or weekends, depending on business needs.
#LI-RW1
Additional Information
WHY JOIN US?
We aspire to contemporary ways of working.
Recognized as a Top Workplace by the Charlotte Observer, Brightspeed HQ is located on the 7th floor of the new Vantage South End - East Tower in Charlotte, NC.We prioritize hiring talent in the Charlotte area, whenever possible, to make it a truly vibrant destination for our hybrid workforce. At Brightspeed, we have roles that are designated as remote, hybrid, office or field-based, depending on the position, business needs and individual circumstances. We also invest in technology that enables our entire team to stay connected. Why? Because Brightspeed recognizes the value of finding the best talent for the job, wherever they may be.
We offer competitive compensation and comprehensive benefits.
Our benefits and paid time off programs reflect our underlying belief in promoting overall wellness throughphysical, emotional and financial health.Brightspeed offers a comprehensive benefit program, including competitive medical, dental, vision, and life insurance; an employee assistance program; a 401K plan with company match and a host of voluntary benefits.
Inclusion and belongingare at the center of our grounding belief in Being Real.
When we bring our authentic selves to work, everyone is better as a result. A diverse team helps us befierce advocatesfor moreaccessible,inclusiveand high-quality internet, because webelieve doing so promotesequityin the communities we serve.
Brightspeed is an Equal Opportunity Employer that is committed to inclusion of all qualified individuals, including individuals with a disability/veterans. If you require reasonable accommodation to complete a job application or to otherwise participate in the hiring process, please contact to initiate the accommodations process.
For all applicants, please take a moment to review our Privacy Notices:
Brightspeed's Privacy Notice for California Residents
Brightspeed's Privacy Notice
$69k-95k yearly est. 2d ago
AI Optimization Analyst (Non-Technical)
Truliant Federal Credit Union 4.6
Associate analyst job in Charlotte, NC
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
The AI Optimization Analyst is a critical specialist responsible for taking full ownership of the credit union's AI-driven member and staff experiences, directly influencing millions of interactions each year. This role serves as the primary expert on AI agent performance, using strategic analysis of conversational data to enhance accuracy, efficiency, and brand alignment with a goal to continuously improve the member experience and frontline productivity. The candidate works closely with the AI Solutions Architect to bring new use cases to life relative to the bots they are responsible for supporting. Key responsibilities include implementing prompt-engineering best practices, managing tone and ethical guardrails, owning end-to-end user acceptance testing of the bots they are responsible for, and consistently bringing forward innovative, high-impact ideas to expand and strengthen Truliant's AI self-service and internal support capabilities.
Essential Functions and Responsibilities
Owns and manages the end-to-end performance of the credit union's AI self-service and internal support agents with a primary focus on Kore.ai.
Develops and maintains documentation for prompts, workflows, standards, and performance metrics.
Analyzes conversational data and system analytics to identify trends, gaps, and improvement opportunities.
Implement sand refine prompt-engineering best practices to enhance clarity, accuracy, and efficiency in AI responses.
Ensures all AI-generated interactions reflect the credit union's brand voice, service standards, and member-first philosophy.
Assists in the process of monitoring and maintaining ethical guardrails, preventing hallucinations, incorrect assumptions, and off-brand behavior.
Continuously tunes and optimizes AI agent workflows, response logic, and model-driven capabilities.
Partners closely with the AI Solutions Architect to define, prioritize, and bring new AI use cases to life.
Designs and executes comprehensive testing plans, including leading UAT efforts to validate and approve all new features, prompts, and conversational flows.
Collaborates with business units and frontline teams to understand needs and translate them into AI enhancements.
Tracks and reports on KPIs such as containment, accuracy, satisfaction, escalation drivers, and operational impact.
Stays informed on AI trends and emerging capabilities, proactively recommending strategic improvements to maximize member and staff value.
Other Duties and Responsibilities
Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities
Must have a strong understanding of conversational AI systems (e.g., AI, NLP, and intent-based bot frameworks).
Must have expertise in prompt engineering and the ability to craft clear, effective, and optimized AI instructions.
Must have analytical skills to interpret conversational data, identify patterns, and translate insights into actionable improvements.
Ability to manage tone, style, and brand voice across AI-generated interactions.
Must have the ability to understand all business processes within the credit union and how to integrate AI solutions that improve member experience and organizational efficiency.
Must have knowledge of ethical AI principles, including bias prevention, guardrail creation, and hallucination mitigation.
Must have experience with UAT processes, including test planning, execution, and validation.
Must have strong collaboration and communication skills to work effectively with technical teams, business partners, and frontline staff.
Must have the ability to translate business needs into functional AI requirements and conversational design elements.
Must have familiarity with analytics platforms (e.g., dashboards, reporting tools, or conversation intelligence systems).
Must have a problem-solving mindset, with the ability to diagnose issues and propose creative, scalable solutions.
Must have strategic thinking skills to identify new use cases and guide long-term AI evolution.
Must have attention to detail, especially in reviewing AI responses, workflows, and system changes.
Must have an understanding of user experience (UX) and conversational design principles.
Must have the ability to manage multiple priorities in a fast-moving, innovation-focused environment.
Must have a curiosity and continuous-learning mindset to stay current on emerging AI capabilities and best practices.
Must be able to work in a team environment, with strong collaborative skills.
Must have superior interpersonal skills; ability to get along with diverse personalities; tactful, mature, flexible, respectful.
Must be able to work in a general office environment.
Must be flexible and able to shift resources and priorities as required.
Must be able to complete all assignments with minimal supervision.
Should possess a strong commitment to providing excellent service to Truliant's members.
Physical Requirements
Occasional standing, walking, bending, and stooping required.
Must be able to sit at a desk for long periods of time and use a computer.
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.
Education and Background
Bachelor's degree required in a relevant field such as Business Administration or Information Systems. An equivalent combination of education and directly applicable work experience may be considered in place of a degree, particularly in AI operations, conversational design, or analytics-focused roles.
2-5 years of experience working with conversational AI platforms, generative AI systems, NLP technologies, or intent-based bot frameworks (e.g., Kore.ai, Dialogflow, Genesys, or similar) required.
Demonstrated experience in prompt engineering, AI response tuning, or bot conversation strategy required.
Hands-on experience leading or contributing to user acceptance testing (UAT), including test planning, scenario design, execution, and validation required.
Experience partnering with technical roles, such as AI engineers, product owners, or solutions architects, to translate business needs into functional requirements required.
Background working in financial services, credit unions, banking, customer experience design, or regulated environments is a plus.
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
$35k-44k yearly est. 5d ago
Carrier Pricing Analyst
Consolidated Communications 4.8
Associate analyst job in Charlotte, NC
Classification: Exempt / Non-Bargaining
may be located remote. #LI-Remote
Fidium is where next-generation fiber meets next-level opportunity. With a vision to be America's favorite fiber internet and network services provider, we deliver lightning-fast and reliable connections to families, businesses, and communities.
Backed by one of the nation's top 10 fiber networks, Fidium is driven by a team of 2,500 employees. We champion innovation, integrity, and continuous improvement-empowering every team member to make a meaningful impact.
Fidium is seeking a highly motivated results-driven pricing professional to join the Carrier Quote Desk Team. This position will support assigned bid activity, working closely with the Carrier Sales Team, delivering competitive pricing proposals across Fidium's 20+ state footprint and 250K+ on-net/near-net buildings. The ideal candidate will be a savvy Microsoft Excel user with experience in telecommunications and have working knowledge of Ethernet; Dark Fiber; Wavelengths; Dedicated Internet Access (DIA); and Fiber Broadband solutions.
Responsibilities
Review request for quote opportunities sourced from customer quoting portals or sent to quote desk.
Utilize Fidium on-line tools to evaluate service locations for On-Net or Near-net qualification.
Develop bid/pricing solution based on established standard pricing rate cards.
Submit timely bid responses, based on assignment, via quoting portal, email, or other method.
Upload bid information into Salesforce.
Ensure data integrity in all reporting and analysis functions.
Maintain thorough understanding of all applicable systems used in daily operations.
Qualifications
Understand Wholesale products, margin analysis, and pricing methodologies.
Bachelor's degree in marketing, business, or related field.
3-5 years related telecommunications experience.
Proficiency in Microsoft Office Suite.
Ability to evaluate large datasets using Microsoft Excel.
Experience using Salesforce as part of a required job function.
Previous experience working with IQGeo and Connectbase is a plus.
Key Attributes
Highly organized, fast paced, and self-motivated.
Ability to work independently as well as in a team environment.
Strong problem-solving skills with a keen focus on accuracy and attention to detail.
Must be able to demonstrate clear, excellent written and verbal communication skills.
Benefits Offered
We are proud to offer a comprehensive and competitive benefits package:
401(k) matching
Medical, Rx, Dental and Vision insurance
Disability insurance
Flexible spending account
Health savings account
Life insurance
Tuition reimbursement
Paid vacation and personal days
Paid holidays
Employee Assistance Program
Annual bonus program to eligible employee's based upon organization performance
Salary
Pay range (commensurate with skills and experience): $65,000 - $80,000 Annual Salary
Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, marital status, familial status, genetics, disability, age, veteran status or any other characteristic protected by law.
$65k-80k yearly 2d ago
Lead Analyst, Credit Card Analytics
Onemain Financial 3.9
Associate analyst job in Charlotte, NC
We are looking for a Lead Strategy Analyst to join the Card Analytics team in Charlotte, NC. This is an exciting opportunity to learn and drive significant business results through optimization of our credit risk underwriting, pricing strategies, acquisition strategy and provide analytics insights for business partners and executive members.
These strategies include, but not limited to, approval/decline, line assignment, term, pricing, and risk appetite framework optimization to drive healthy revenue growth, loss mitigation, and streamlining of processes in support of better profitability and healthy lending portfolio.
This role will have chance to pull the data, conduct deep analysis and investigation, apply critical thinking skills, draw insights from their work and leverage general business acumen to understand the customer behavior and develop profitable business strategies in a timely and accurate manner. The successful candidate will be able to summarizes their work and communicates effectively to management.
Working with various partners, the role will also have responsibilities of reporting, strategy implementation, strategy validation and ad-hoc analyses including customer segmentation, competitive analysis, sensitivity analysis and modeling, and performance read.
A successful candidate will expand their competencies and grow their business and industry acumen, as well as demonstrate the ability to work on complex processes or projects across the end-to-end project cycle. They will gain knowledge to suggest new answers to old questions, develop insights and push the traditional boundaries of the lending industry.
Key Responsibilities
Under your manager's limited guidance, you will design, recommend, document and execute consumer credit underwriting and pricing strategies via extracting and analyzing requisite historical customer performance data from multiple disparate systems.
Utilize data query tools (i.e., R, SAS, SQL, MATLAB, Python) and decision tree analytical software to develop, test and execute new strategies.
Leverage traditional regression model and machine learning algorithm to understand the key drivers and estimate customer behaviors by different strategy treatment
Drive profitable business growth via developing strategy optimization framework with full credit-cycle view
Implement Quality Control processes to ensure data accuracy
Continually enhance existing processes and reporting through automation, quality control, presentation and insights
Effectively summarize and present results and insights to management
Qualifications
Bachelor's Degree (Graduate Preferred) in a quantitative discipline, such as Engineering, Statistics, Economics, Business Management or Computer Science is preferred
3-5 years of experience in complex, data-driven problem solving
Strong SQL, SAS and Excel skills required; experience with multiple types of relational databases, BI tools/platforms, and/or additional programming languages is a plus
Innovative and capable of developing a highly analytical approach to solving problems
Lending or consumer finance industry experience preferred
Who we Are:
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-time employees with:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurance
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
Most Loved Workplace 2022, 2023, and 2024
$60k-82k yearly est. Auto-Apply 1d ago
Analyst/Associate, Investment Stewardship
Dimensional 3.6
Associate analyst job in Charlotte, NC
Notes to applicants:
Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Job Description:
The Portfolio Management Group is responsible for the oversight of Dimensional's investment offering and the implementation of Dimensional's investment philosophy. Portfolio Management interacts and collaborates closely with several departments across the firm with the goal of consistently managing with accuracy the quality and integrity of our investments on behalf of our clients.
Within Portfolio Management, the Investment Stewardship group implements proxy voting policies, engages with portfolio companies, researches governance issues and industry trends, and communicates Dimensional's approach to investment stewardship to internal and external audiences. The team works closely with a number of stakeholders to ensure best practice is maintained and our clients objectives are met.
The Analyst's responsibilities include monitoring and assisting with the operational workflows involved in proxy voting, from setting up accounts to auditing and reconciling existing set-ups. Responsibilities involve oversight of the corporate governance practices of Dimensional's portfolio companies, which includes proxy voting at shareholder meetings and engaging with company boards, management, activist investors, or other stakeholders as necessary.
Responsibilities:
Identify meaningful portfolio company engagement opportunities, participate in engagements, and track outcomes.
Assist with preparation of responses to internal and external requests relating to investment stewardship policies and procedures, including RFPs, and questions from consultants and clients.
Monitor proxy votes to ensure votes are being cast in an accurate and timely manner.
Identify and research key corporate governance issues and trends within the industry.
Monitor regulatory developments for potential impact on Dimensional.
Prepare reports and materials for key internal stakeholders, such as the Investment Stewardship Committee.
Identify opportunities for the improvement in the efficiency and reliability of the group's procedures and operations, including through automation and systemization.
Qualifications:
A bachelor's degree is required.
Relevant experience in investment stewardship , portfolio company analysis, and proxy voting mechanics.
Experience in mutual fund or investment management industry.
Ability to manage high-profile engagements with senior executives and board members.
Strong writing and analytical skills.
Demonstrated ability to produce high-quality reports for internal and external distribution.
Demonstrated ability to compile, manage, and interpret data as well as perform in-depth research and analysis.
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
$63k-106k yearly est. Auto-Apply 60d+ ago
Junior LSL Research Analyst
Golub Capital 4.9
Associate analyst job in Charlotte, NC
Information
Hiring Manager:
Assistant Vice President
Department:
DL - Late Stage Lending
Golub Capital's Late Stage Lending team provides flexible debt that allows fast-growing software companies to expand without further equity dilution. We provide senior debt, subordinated debt and equity investments to companies undergoing rapid growth.
Position Responsibilities
Research potential companies, conferences and target geographies
Help maintain the LSL Team's CRM (e.g., organizing, entering new companies and maintaining integrity)
Actively reach out to earlier stage software companies to help originate new opportunities for the LSL Team
Various marketing projects
Candidate Requirements
Qualifications & Experience:
College student going into their Junior or Sophomore year with an interest in business or finance
Should be available to start immediately, with a commitment of 10 - 15 hours per week throughout the spring semester. Candidate should also have interest in working throughout the summer with an expectation of 40 hours per week.
Candidates must be organized, detail driven, process orientated and display strong attention to detail
Prior financial services experience preferred but not necessary
Critical Competencies for Success
Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.
Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a great culture.
Achieving Results: Role models in this area are high achievers who develop careful plans and execute consistently and effectively. They hold themselves and others accountable for delivering high quality results.
Thinking Critically: Role models in this area understand our business, rely on analytical reasoning to define and solve problems and make decisions effectively. They are forward thinking, anticipating issues and addressing them in advance.
Personal Effectiveness: Role models in this area build strong relationships and communicate effectively. They are driven to exceed expectations and adaptable to changing circumstances.
The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.
Deal Execution: Evaluates, structures and executes investment opportunities and transactions.
Relationship Management: Establishes, develops and manages internal and external relationships.
Portfolio Management: Actively monitors portfolio companies to identify risks and opportunities that may impact overall performance.
Risk Management: Demonstrates credit acumen by leveraging tools and analyses and interpreting due diligence findings to guide decisions while balancing risks and rewards.
Financial Analysis: Uses financial analyses to generate insights and support fact-based decision making.
Competitive Positioning: Demonstrates knowledge of the Firm's capabilities, the Firm's position in the industry, competitors' capabilities and end markets. Recognizes implications of knowledge on Firm's positioning.
Legal Documentation: Demonstrates knowledge of legal documentation, processes and procedures.
Compensation & Benefits
Compensation will be commensurate with experience. Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k).
Golub Capital is an Equal Opportunity Employer.
$100k-152k yearly est. 60d+ ago
Research Analyst II [PR0001E]
Prosidian Consulting
Associate analyst job in Charlotte, NC
ProSidian is looking for “Great People Who Lead” at all levels in the organization. Are you a talented professional ready to deliver real value to clients in a fast-paced, challenging environment? ProSidian Consulting is looking for professionals who share our commitment to integrity, quality, and value.
ProSidian is a management and operations consulting firm with a reputation for its strong national practice spanning six solution areas including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Talent Management. We help clients improve their operations.
Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through design and execution of operations core to delivering value to customers. Visit ***************** or follow the company on Twitter at ************************* for more information.
Job Description
ProSidian Seeks a Research Analyst II (Contract Contingent) in CONUS - Varies to support an engagement for A Department of the United States Federal Govt. that is primarily responsible for developing and executing federal laws related to farming, forestry, and food. It aims to meet the needs of farmers and ranchers, promote agricultural trade and production, work to assure food safety, protect natural resources, foster rural communities and end hunger in the United States and internationally.
The ProSidian Engagement Team Members work to provide full evaluation of the Onion Crop Insurance Program provided by the United States Department of Agriculture. It will require knowledge in survey administration and data collection to evaluate current policy guidelines and customer experience metrics. Information from all statistical analyses will need to be consolidated into charts, maps, and other forms to summarize data and include in the Onion Crop Insurance Program and Pilot Onion Stage Removal Option Issues Evaluation Report.
Research Analyst II Candidates shall work to support requirements for PR0001 Program Support and support Client Engagements focussed on Successful agricultural transformations from Farm Operations to Prioritized/Differentiated Strategies and Agricultural Analytics. This position helps Govt and private sector clients with core elements of planning and delivery to develop market-driven opportunities and food security requirements. Driving growth and transformation across the food value chain: Agriculture Performance | Agricultural Transformation | Raw-materials management | Rural development | Food supply chains to develop approaches that help farm operators and land-holding management companies drive operational improvements. Incorporate and implement end-to-end perspectives on supply-chain management to help reduce shrinkage and optimize the quality and cost of their fresh fruits, vegetables, and meats. Help national governments and development partners in emerging economies develop agriculture sectors, and work with donor agencies and foundations that support rural agriculture.
Develop and conduct survey research on insured and uninsure producers. Utilize data analytics to communicate regional differences in program policy and recommendations for improvement. Conduct secondary analysis of data to calculate the probability of and costs associated with production and marketing of the crop, patterns of loss and regional differences, and adequacy of the premium rates relative to insurance experience. Summarize the results to design and price insurance policies. Create an evaluation and recommendation for the Onion Crop Insurance Program and Pilot Removal Option.
The Research Analyst II is responsible for the data analysis and preparation for the Onion Crop Insurance Program and Onion Removal Pilot Issues Evaluation Report. Major job responsibilities are categorized in six areas: 1) Industry Research, 2) Insurance Experience, 3) Policy Content and Structure, 4) Rating Sufficiency and Analysis, 5) Pricing Analysis, and 6) Plan of Insurance. Specific job tasks include but are not limited to creating statistical summaries to provide a scope of the crop program and each region (insured liability to total crop value, total liability, loss ratios, among others); determine if there are any discrepancies between the policy provisions, procedures, current practices, and technology in the industry, and identify any policy vulnerabilities and weaknesses; perform an independent evaluation of the prices established for the insured commodity; and prepare statistical summaries of county average yields.
Qualifications
The Research Analyst II shall have consecutive employment in a position with comparable responsibilities within the past five (5) years, Must be able to use a computer to communicate via email; and proficient in Microsoft Office Products (Word/Excel/Power point) and related tools and technology required for the position. Ability to formulate research designs and data/measurement requirements, collect, manipulate, and integrate data sources
Ability to analyze, interpret, and communicate results effectively
Ability to work with Research Analyst II & III to conduct relevant analyses. Ability to dentify regional differences in crop yield, marketing, and risk factors.Training in and knowledge of multiple research methods, e.g., survey research, qualitative methods, experimental design, etc.
To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily.
The requirements listed below are representative of the knowledge, skills, and/or abilities required: GS-10 Equivalent: Bachelor degree in a quantitative discipline (degree examples include computer science, statistics, data science, economics, mathematics, geography, plant biology, crop science, agronomy).
3+ years of experience with demonstrated understanding of relational databases, descriptive and predictive statistics, survey administration and data collection.
Experience leveraging time series, geospatial, weather, agricultural, or trading/price-discovery data a plus
Ability to formulate research designs and data/measurement requirements, collect, manipulate, and integrate data sources
Ability to analyze, interpret, and communicate results effectively
Ability to work with Research Analyst II & III to conduct relevant analyses. Ability to dentify regional differences in crop yield, marketing, and risk factors.Training in and knowledge of multiple research methods, e.g., survey research, qualitative methods, experimental design, etc.
Experience in Agricultural research and data collection for private companies and/or governments.
TRAVEL: Travel as coordinated with the technical point of contact and approved in writing by the Contracting Officer in advance, is allowed, in accordance with Federal Travel Regulations.
LOCATION: Work shall be conducted at the CONUS - Varies
U.S. Citizenship Required
Excellent oral and written communication skills
Proficient with Microsoft Office Products (Microsoft Word, Excel, PowerPoint, Publisher, & Adobe)
All ProSidian staff must be determined eligible for a “Facility Access Authorization” (also referred to as an “Employment Authorization”) by the USG's designated Security Office.
Additional Information
As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed; establish, manage, pursue, and fulfill annual goals and objectives with at least three (3) Goals for each of the firms Eight Prosidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting.
CORE COMPETENCIES
Teamwork - ability to foster teamwork collaboratively as a participant, and effectively as a team leader
Leadership - ability to guide and lead colleagues on projects and initiatives
Business Acumen - understanding and insight into how organizations perform, including business processes, data, systems, and people
Communication - ability to effectively communicate to stakeholders of all levels orally and in writing
Motivation - persistent in pursuit of quality and optimal client and company solutions
Agility - ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
Judgment - exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
Organization - ability to manage projects and activity, and prioritize tasks
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OTHER REQUIREMENTS
Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors
Curiosity - the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together
Humility - exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference
Willingness - to constantly learn, share, and grow and to view the world as their classroom
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BENEFITS AND HIGHLIGHTS
ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That's why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees:
Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis.
Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife.
Group Vision Health Insurance Benefits:ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP.
401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match.
Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given.
Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees.
Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis.
Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials.
ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program.
Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support.
Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA.
Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only.
Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability.
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ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply
ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines.
ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status.
Furthermore, we believe in "HONOR ABOVE ALL" - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work.
FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON http://*****************/ OR SEND YOUR RESUME'S, BIOS, AND SALARY EXPECTATION / RATES TO ***********************.
ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED.
Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.
$41k-66k yearly est. Easy Apply 60d+ ago
Motorsports Junior CFD Analyst
General Motors 4.6
Associate analyst job in Concord, NC
We are seeking a **Motorsports Junior CFD Analyst** to join a multi-disciplined team of engineers and technicians responsible for **building, running, and interpreting** results of full car and subsystem simulations of varying complexity. Working with GM Race teams to ensure they are racing the highest performing vehicles possible while building and cultivating close relationships with GM Motorsports colleagues and GM supported race teams is core to this role. You will work with the motorsports team to provide direction and actionable data to GM race teams to improve weekend performance.
Joining the GM Motorsports Organization will provide you with the experience and exposure it takes to work in a competitive environment and the opportunity to showcase your **CFD research, development,** and **analytical** **skills** , contribute to innovation, connect lessons learned in racing to production intent vehicles, work cross functionally with our partners and ultimately, help shape the future of Motorsports.
**What you'll do:**
+ Support full car and subsystem models capable of detailed aerodynamic simulation
+ Utilize proper modeling, testing, and analysis techniques required for a premier CFD program in motorsports
+ Plan and conduct correlational analysis of CFD and wind tunnel test results
+ Remain apprised of the latest developments in the field of CFD in order to improve the methods utilized for aerodynamic simulation of the racecar and its working components
+ Efficiently manage CFD resources to achieve increasing levels of hardware, software, and resource license utilization
+ Organize CFD test results into concise, presentable reports for proper decision making and implementation
+ Interface and collaborate with GM Race Teams and GM engineering, specifically the virtual design, development, and validation groups
+ Provide direction and actionable data to GM race teams to improve weekend performance
**About GM**
Our vision is a world with Zero Crashes, Zero Emissions and Zero Congestion and we embrace the responsibility to lead the change that will make our world better, safer and more equitable for all.
**Why Join Us**
We believe we all must make a choice every day - individually and collectively - to drive meaningful change through our words, our deeds and our culture. Every day, we want every employee to feel they belong to one General Motors team.
**Benefits Overview**
From day one, we're looking out for your well-being-at work and at home-so you can focus on realizing your ambitions. Learn how GM supports a rewarding career that rewards you personally by visiting Total Rewards resources (************************************************************* .
**Non-Discrimination and Equal Employment Opportunities (U.S.)**
General Motors is committed to being a workplace that is not only free of unlawful discrimination, but one that genuinely fosters inclusion and belonging. We strongly believe that providing an inclusive workplace creates an environment in which our employees can thrive and develop better products for our customers.
All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, national origin, citizenship status, religion, age, disability, pregnancy or maternity status, sexual orientation, gender identity, status as a veteran or protected veteran, or any other similarly protected status in accordance with federal, state and local laws.
We encourage interested candidates to review the key responsibilities and qualifications for each role and apply for any positions that match their skills and capabilities. Applicants in the recruitment process may be required, where applicable, to successfully complete a role-related assessment(s) and/or a pre-employment screening prior to beginning employment. To learn more, visit How we Hire (********************************************* .
**Accommodations**
General Motors offers opportunities to all job seekers including individuals with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, email (Careers.Accommodations@GM.com) us or call us at ************. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.
We are leading the change to make our world better, safer and more equitable for all through our actions and how we behave. Learn more about:
**Our Company (**************************************************
**Our Culture**
**How we hire (************************************************
Our diverse team of employees bring their collective passion for engineering, technology and design to deliver on our vision of a world with Zero Crashes, Zero Emissions and Zero Congestion. We are looking for adventure-seekers and imaginative thought leaders to help us transform mobility.
Explore our global locations (********************************************
We are determined to lead change for the world through technology, ingenuity and harnessing the creativity of our diverse team. Join us to help lead the change that will make our world better, safer and more equitable for all by becoming a member of GM's Talent Community (beamery.com) (*********************************************** . As a part of our Talent Community, you will receive updates about GM, open roles, career insights and more.
Please note that filling out the form below will not add you to our Talent Community automatically; you will need to use the link above. If you are seeking to apply to a specific role, we encourage you to click "Apply Now" on the job posting of interest.
The policy of General Motors is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity/expression or veteran status. Additionally, General Motors is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including individuals with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, email us at Careers.Accommodations@GM.com .In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.
$69k-93k yearly est. 32d ago
Payroll Research Analyst
Sherpa 4.3
Associate analyst job in Charlotte, NC
Compensation: To $25/hr. Job Overview - Payroll Research Specialist - 34017 We're looking for a detail-oriented Payroll Research Specialist to join our client's team at their Charlotte headquarters. In this role, you'll serve as a second level of support for payroll inquiries, working closely with managers across the U.S. to ensure accuracy, compliance, and timely payroll processing. You'll also play a key role in audits, system improvements, and process optimization.
* Research and resolve payroll-related work orders escalated from Customer Service.
* Mentor associates, review work order accuracy, and provide coaching where needed.
* Perform root cause analysis on payroll issues and help develop preventive solutions.
* Apply payroll policies and procedures consistently across all cases.
* Leverage payroll systems (SAP, MySTAFF, MyRequests, etc.) and recommend enhancements.
* Streamline processes by automating manual tasks and eliminating redundancies.
* Support payroll audits and assist in developing new review practices.
* Prepare and deliver training for weekly Operations meetings.
Requirements
* Bachelor's degree required.
* 1+ year of customer service/call center experience; large-volume payroll experience preferred.
* Strong working knowledge of SAP Payroll (preferred).
* Proficiency in Microsoft Office (Excel, Access, Outlook).
* Excellent communication skills and ability to handle sensitive information confidentially.
Sherpa Benefits
Sherpa offers benefits to contract employees who meet the following criteria:
* Must be a full-time employee (30+ weekly hours/+130 hours per month) to be eligible
* Medical plan offered is BCBSNC Blue Options PPO
* Premiums will be pre-taxed
* Sherpa pays a portion of the Employee only premium for medical
* 90 day waiting period from date of hire
* Medical, Dental, and Vision plans
Additional Job Details
Workplace Policy: #li-Hybrid
Seniority Level: Associate
Linked In Poster: #LI-KK1
About our Process
* We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
* Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
* Candidates for all Sherpa opportunities must be authorized to work in the United States.
* Sherpa is an Equal Opportunity Employer.
$25 hourly 8d ago
Subscription Finance Summer Analyst Program - 2027
Bank of America Corporation 4.7
Associate analyst job in Charlotte, NC
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.
Our Global Markets business offers sales and trading services, including research, to institutional clients across fixed-income, credit, currency and commodity, and equity businesses. Global Markets product coverage includes securities and derivative products in both the primary and secondary markets.
Job Description & Program Overview
Our program includes formal training and direct placement in the Subscription Finance Group (SFG). Subscription Finance specifically provides funding/financing solutions to many of the world's leading asset managers. As a summer analyst your responsibilities may include:
* Drafting client proposals, transaction summaries, due diligence summaries, credit approval reports and other documents as part of the transaction approval process
* Engaging with business partners and other members of the client team, as necessary, to facilitate various aspects of the transaction management process
* Participation in on-site client due diligence visits, as necessary
* Generation of detailed collateral analysis
* Monitoring and highlighting key performance trends related to the collateral, clients, and the industry
* Maintaining transaction pricing, return and cash flow models, as well as portfolio surveillance files
* Gain exposure providing financing to funds that invest in a broad range of asset classes such as real estate, private equity, and private credit
Qualifications
* Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028
* 3.2 minimum GPA preferred
* Candidates must demonstrate a combination of academic aptitude, quantitative skills, strategic and creative thinking, and strong written and oral communications skills
* Superior analytical and organizational skills
* Ability to manage several projects at once
* Ability to work effectively as an individual and as part of a team
* Other desired characteristics include: integrity, attention to detail, assertiveness, initiative, leadership, strong work ethic, and team focus
* Strong interest in global financial markets and keen interest in complex structures are preferred
* Mathematics, engineering, statistics, or programming background a plus
Bank of America does not complete third party forms from colleges, universities, or other parties.
$71k-96k yearly est. 5d ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Associate analyst job in Charlotte, NC
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. At a Glance * You're a motivated rising senior student with a 3.0 GPA or higher seeking a STEM related major (Science, Technology, Engineering, or Math) bachelor's degree from an accredited college or university.
* This is a full-time, 10-week program designed to give you real-world experience working within the telecommunications industry in your field of choice.
* Internship program runs from May 27 through July 31, 2026.
* In addition to the role-based projects you'll work on, you'll also participate in professional development sessions, networking opportunities, and have access to a mentor.
The Spectrum Internship Experience
You'll join one of our departments for the summer, where you'll contribute to meaningful projects that give you insight into what it's like to work at a leading connectivity company. You'll have access to:
* Opportunities to gain new skills and elevate the ones you already have, all in a robust and forward-thinking business setting.
* Build connections with our team members and senior leaders who can help you better understand what our business looks like and what it's like to work here.
* Receive mentorship from a member of our team, who can provide one-on-one advice to help you reach your professional goals.
What you can expect in this role
As a Spectrum intern, you'll spend the summer working alongside two teams - your respective department and your intern peer group. Department and team-focused projects account for about 80% of your schedule. You'll spend the other 20% on professional development sessions and networking activities, including the Kickoff Conference on May 27th, webinars, community service, cross-functional projects, and final presentations.
Internship responsibilities may include
* Participating in the design, configuration, reporting, and maintenance of back-office applications supporting the Spectrum mobile product
* Configuring, validating, and documenting changes to the ordering/billing systems
* Collaborating in business grooming to translate high-level business requirements into functional objectives and ultimately configuration/development objectives
Required qualifications
* Must be currently enrolled in an accredited College or University completing a bachelor's degree in a STEM related major (Science, Tehcnology, Engineering or Math)
* Must have at least a 3.0 GPA or greater in current program
* Must have an expected graduation date between December 2026 and June 2027
* Ability to travel locally to Spectrum intern development events and activities throughout the program
* Authorization to work in the U.S. without restrictions or need for future sponsorship
* Analytical skills
* Communication Skills - Verbal and Written
* Project and time management skills
* Ability to collaborate well with others: self-motivated to drive results
* Proficiency in Microsoft Office: Word, Excel, PowerPoint, Access
#LI-PB2
GGN100 2025-60339 2025
Here, our employees don't just have jobs, they're building careers. That's why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life.
A qualified applicant's criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances.
Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you'll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more.
Grow Your Career Here We're committed to growing a workforce that reflects the customers and communities we serve - providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.
$30k-44k yearly est. 60d+ ago
2027 Financial Advisory Summer Analyst Program - Charlotte Technology
Lazard Ltd. 4.9
Associate analyst job in Charlotte, NC
2027 Lazard Financial Advisory Summer Analyst - Charlotte Technology Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight.
Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network.
In this role, you will become an integral member of the Charlotte Investment Banking Group, joining a dedicated team which provides financial advisory services to Lazard's clients within the industrial software sector as a part of the Technology Group.
Day-to-day activities of Summer Analysts are dependent on your prior experience and abilities, and include: financial analysis and modeling, company and industry research, participating in the development of client presentations, and interacting with senior bankers and clients. Assignments fall into a range of categories, including M&A, divestitures, general and strategic advisory, and capital markets. Summer Analysts are expected to spend 9 weeks at the Firm.
You'll need to have:
* Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028
* Top academic performance
* Motivation, creativity, maturity, and poise
* Strong quantitative background
* Strong analytical skills
* Excellent oral and written communication skills
* Strong attention to detail
* Ability to multi-task
What we offer
You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm.
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
Does this sound like you?
Apply! We'll get in touch on the next steps.
Representation at Lazard
Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.
Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.
$120k yearly 2d ago
Senior Retail Investment Research Analyst - Operational Due Diligence
W.F. Young 3.5
Associate analyst job in Charlotte, NC
About this role:
Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Conduct Operational Due Diligence research on new and existing investment firms on GMR's list
Assist investment analysts in sourcing and adding strategies to GMR's recommended list.
Evaluate third party investment firms through an operational lens
Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
Perform risk analysis on third-party investment firms
Cover a universe of third party investment firms, following GMR's stated process.
Required Qualifications:
4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience in money manager research, particularly on the operational due diligence side.
Experience writing commentary for various audiences
Microsoft Excel skills
Ability to create and deliver dynamic presentations
Strong analytical skills with high attention to detail and accuracy
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Excellent verbal, written, and interpersonal communication skills
Job Expectations:
Hybrid work schedule (3 days in office and 2 days remote)
Ability to travel up to 15% of the time
This position is not eligible for Visa sponsorship
Locations:
401 S. Tryon Street - Charlotte, NC
1 N. Jefferson Avenue - St. Louis, MO
Posting End Date:
19 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$77k-112k yearly est. Auto-Apply 18d ago
Senior Retail Investment Research Analyst - Operational Due Diligence
Wells Fargo Bank 4.6
Associate analyst job in Charlotte, NC
About this role:
Wells Fargo is seeking a Senior Retail Investment Research Analyst - Operational Due Diligence to join the Global Manager Research (GMR) Team as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Conduct Operational Due Diligence research on new and existing investment firms on GMR's list
Assist investment analysts in sourcing and adding strategies to GMR's recommended list.
Evaluate third party investment firms through an operational lens
Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
Perform risk analysis on third-party investment firms
Cover a universe of third party investment firms, following GMR's stated process.
Required Qualifications:
4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience in money manager research, particularly on the operational due diligence side.
Experience writing commentary for various audiences
Microsoft Excel skills
Ability to create and deliver dynamic presentations
Strong analytical skills with high attention to detail and accuracy
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Excellent verbal, written, and interpersonal communication skills
Job Expectations:
Hybrid work schedule (3 days in office and 2 days remote)
Ability to travel up to 15% of the time
This position is not eligible for Visa sponsorship
Locations:
401 S. Tryon Street - Charlotte, NC
1 N. Jefferson Avenue - St. Louis, MO
Posting End Date:
17 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$64k-89k yearly est. 10d ago
Research Analyst I [PR0001D]
Prosidian Consulting
Associate analyst job in Charlotte, NC
ProSidian is looking for “Great People Who Lead” at all levels in the organization. Are you a talented professional ready to deliver real value to clients in a fast-paced, challenging environment? ProSidian Consulting is looking for professionals who share our commitment to integrity, quality, and value.
ProSidian is a management and operations consulting firm with a reputation for its strong national practice spanning six solution areas including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Talent Management. We help clients improve their operations.
Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through design and execution of operations core to delivering value to customers. Visit ***************** or follow the company on Twitter at ************************* for more information.
Job Description
ProSidian Seeks a Research Analyst I (Contract Contingent) in CONUS - Varies to support an engagement for A Department of the United States Federal Govt. that is primarily responsible for developing and executing federal laws related to farming, forestry, and food. It aims to meet the needs of farmers and ranchers, promote agricultural trade and production, work to assure food safety, protect natural resources, foster rural communities and end hunger in the United States and internationally.
The ProSidian Engagement Team Members work to provide full evaluation of the Onion Crop Insurance Program provided by the United States Department of Agriculture. It will require knowledge in survey administration and data collection to evaluate current policy guidelines and customer experience metrics. Information from all statistical analyses will need to be consolidated into charts, maps, and other forms to summarize data and include in the Onion Crop Insurance Program and Pilot Onion Stage Removal Option Issues Evaluation Report.
Research Analyst I Candidates shall work to support requirements for PR0001 Program Support and Develop and conduct survey research on insured and uninsure producers.
Utilize data analytics to communicate regional differences in program policy and recommendations for improvement.
Conduct secondary analysis of data to calculate the probability of and costs associated with production and marketing of the crop, patterns of loss and regional differences, and adequacy of the premium rates relative to insurance experience.
Summarize the results to design and price insurance policies. Create an evaluation and recommendation for the Onion Crop Insurance Program and Pilot Removal Option.
The Research Analyst I is responsible for the data analysis and preparation for the Onion Crop Insurance Program and Onion Removal Pilot Issues Evaluation Report. Major job responsibilities are categorized in six areas: 1) Industry Research, 2) Insurance Experience, 3) Policy Content and Structure, 4) Rating Sufficiency and Analysis, 5) Pricing Analysis, and 6) Plan of Insurance.
Specific job tasks include but are not limited to creating statistical summaries to provide a scope of the crop program and each region (insured liability to total crop value, total liability, loss ratios, among others); determine if there are any discrepancies between the policy provisions, procedures, current practices, and technology in the industry, and identify any policy vulnerabilities and weaknesses; perform an independent evaluation of the prices established for the insured commodity; and prepare statistical summaries of county average yields.
Qualifications
The Research Analyst I shall have consecutive employment in a position with comparable responsibilities within the past five (5) years, Must be able to use a computer to communicate via email; and proficient in Microsoft Office Products (Word/Excel/Power point) and related tools and technology required for the position. Ability to work with large databases and data mining tools. Ability to work with Research Analyst II & III to conduct relevant analyses. Ability to dentify regional differences in crop yield, marketing, and risk factors.
To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required: GS-10 Equivalent: Bachelor degree in a quantitative discipline (degree examples include computer science, statistics, data science, economics, mathematics, geography, plant biology, crop science, agronomy). 1-3 years of experience with demonstrated understanding of relational databases, descriptive and predictive statistics, survey administration and data collection. Experience leveraging time series, geospatial, weather, agricultural, or trading/price-discovery data a plus
Ability to work with large databases and data mining tools. Ability to work with Research Analyst II & III to conduct relevant analyses. Ability to dentify regional differences in crop yield, marketing, and risk factors.
Experience in project management in the agriculutral insurance field for private companies and/or governments.
TRAVEL: Travel as coordinated with the technical point of contact and approved in writing by the Contracting Officer in advance, is allowed, in accordance with Federal Travel Regulations.
LOCATION: Work shall be conducted at the CONUS - Varies
U.S. Citizenship Required
Excellent oral and written communication skills
Proficient with Microsoft Office Products (Microsoft Word, Excel, PowerPoint, Publisher, & Adobe)
All ProSidian staff must be determined eligible for a “Facility Access Authorization” (also referred to as an “Employment Authorization”) by the USG's designated Security Office.
Additional Information
As a condition of employment, all employees are required to fulfill all requirements of the roles for which they are employed; establish, manage, pursue, and fulfill annual goals and objectives with at least three (3) Goals for each of the firms Eight Prosidian Global Competencies [1 - Personal Effectiveness | 2 - Continuous Learning | 3 - Leadership | 4 - Client Service | 5 - Business Management | 6 - Business Development | 7 - Technical Expertise | 8 - Innovation & Knowledge Sharing (Thought Leadership)]; and to support all business development and other efforts on behalf of ProSidian Consulting.
CORE COMPETENCIES
Teamwork - ability to foster teamwork collaboratively as a participant, and effectively as a team leader
Leadership - ability to guide and lead colleagues on projects and initiatives
Business Acumen - understanding and insight into how organizations perform, including business processes, data, systems, and people
Communication - ability to effectively communicate to stakeholders of all levels orally and in writing
Motivation - persistent in pursuit of quality and optimal client and company solutions
Agility - ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
Judgment - exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
Organization - ability to manage projects and activity, and prioritize tasks
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OTHER REQUIREMENTS
Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
Business Tools - understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors
Curiosity - the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together
Humility - exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference
Willingness - to constantly learn, share, and grow and to view the world as their classroom
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BENEFITS AND HIGHLIGHTS
ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That's why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees:
Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis.
Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. ||| Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife.
Group Vision Health Insurance Benefits:ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP.
401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match.
Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor's appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days - 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given.
Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees.
Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis.
Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials.
ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program.
Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support.
Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent day care expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA.
Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only.
Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability.
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ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply
ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines.
ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status.
Furthermore, we believe in "HONOR ABOVE ALL" - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work.
FOR EASY APPLICATION USE OUR CAREER SITE LOCATED ON http://*****************/ OR SEND YOUR RESUME'S, BIOS, AND SALARY EXPECTATION / RATES TO ***********************.
ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED.
Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.
$41k-66k yearly est. Easy Apply 60d+ ago
Rates and Currencies Solutions Summer Analyst Program - 2027
Bank of America Corporation 4.7
Associate analyst job in Charlotte, NC
At Bank of America, we have one of the largest corporate client footprints in the U.S., and we are leaders in structuring interest rate and foreign exchange risk management solutions for these clients. Our Global Rates and Currencies team focuses on providing advisory and execution in the interest rate and foreign exchange markets, working closely with our product partners in Trading as well as our client coverage partners in Banking.
Our Summer Analysts gain exposure to a wide spectrum of clients as well as a variety of products such as FX spot and forwards, FX/interest rate swaps and options. The wide range of client profiles and market/product knowledge obtained through our program provide our Summer Analysts flexibility to explore the best fit for their skills and goals.
Analysts are active deal team members responsible for working closely with the senior marketers to source, pitch and execute various risk management transactions. Specific responsibilities include:
* Coordinating with our partners in Banking and Markets to source new trades and opportunities
* Communicating daily with Trading teams to price and structure various hedging strategies
* Preparing client pitch materials
* Preparing recommendations on timing, size and structure of transactions and managing derivative deal pipeline
* Analyzing risk in the context of cross-border M&A and other event-driven strategic transactions
* Performing comprehensive, in-depth research on FX and Rates markets, companies and market conditions
* Reading company financial statements to develop risk management solutions
Summer Projects
A major component and focus of the summer internship involves projects that each intern presents to senior and junior members of the GRC team. Projects may include analysis of markets with a macro focus and company-specific case studies. Each intern has flexibility to add her/his own creative approach to provide an appropriate risk management solution for the client. These summer projects provide a framework that is conducive for our Summer Analysts to reach out and meet as many members of our teams as possible, working with associates from FX Sales, Rates Sales, Strategic FX and Strategic Risk Management Solutions.
Qualifications
* Candidates must be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028
* Must demonstrate a track record of superior performance in extracurricular and professional activities
* Must have a combination of strong quantitative/analytical skills and attention to detail
* Strategic and creative thinking; distinguished written and oral communications skills
* Assertiveness, initiative, leadership, strong work ethic, team focus
* Ability to learn quickly and take on new responsibilities
* Dedication to building a career in the finance industry
* Excel and PowerPoint skills strongly recommended
CA Disclosure Language: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA" at the end of the job description
Bank of America does not complete third party forms from colleges, universities, or other parties.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
How much does an associate analyst earn in Rock Hill, SC?
The average associate analyst in Rock Hill, SC earns between $35,000 and $80,000 annually. This compares to the national average associate analyst range of $47,000 to $98,000.
Average associate analyst salary in Rock Hill, SC
$53,000
What are the biggest employers of Associate Analysts in Rock Hill, SC?
The biggest employers of Associate Analysts in Rock Hill, SC are: