Senior Operations Analyst jobs at Bank of America - 31 jobs

Decision Science Analyst Senior
USAA 4.7
Remote
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Decision Science Analyst Senior, you will provide decision support for business areas across the association. Staff in this area will be responsible for applying mathematical and statistical techniques and/or innovative /quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer business objectives and lead change. The essence of work performed by the Decision Science Analyst involves gathering, manipulating and synthesizing data (e.g., attributes, transactions, behaviors, etc.), models and other relevant information to draw conclusions and make recommendations resulting in implementable strategies. You will join the Operational Performance Team within the Claims Actuary and Analytics community, part of P&C Data Science. This team supports both Service and Quality initiatives across the Claims organization. In this role, you will focus on Scorecard Analytics, delivering actionable insights that drive operational excellence and quality outcomes to better serve USAA members. You will also collaborate closely with Claims leaders and business partners to support strategic commitments and deliverables. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leverages advanced business, analytical and technical knowledge to participate or lead discussions with cross functional teams to understand and collaborate highly complex business objectives and influence solution strategies. Applies advanced analytical techniques to tackle business problems that are typically medium to large scale with significant impact to current and/or future business strategy. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer the business objective and drive the appropriate change Translates recommendation into communication materials to optimally present to various levels of management. Incorporates visualization techniques to support the relevant points of the analysis and ease the understanding for less technical audiences. Identifies and captures the relevant and quality data sources required to fully answer and address the problem for the recommended strategy through testing or exploratory data analysis (EDA). Integrates/transforms disparate data sources and determines the appropriate data hygiene techniques to apply. Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements. Understands and embraces emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions. Succinctly delivers analysis/findings in a manner that conveys understanding, influences various levels of management, garners support for recommendations, drives business decisions, and influences business strategy. Provides subject matter expertise in operationalizing recommendations. Remains informed on current data and analytics trends, (Ex: Cloud, Data Mining, Python, Neural Networks, Sensor data, IoT, Streaming/NRT data) Seeks opportunities to continue to learn in the data and analytics space, whether informal (E.g., Coursera, Udemy, Kaggle, Code Up, etc.) or formal (E.g. Certifications or advanced coursework). Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline; OR 4 years of related experience in statistics, mathematics or quantitative analytics (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of data & analytics experience OR a minimum of 4 years of data & analytics experience and up to 2 years of progressive functional business proven experience within the respective industry of responsibility (i.e. P&C, Bank, Finance, Marketing etc.) for a total of 6 years combined experience OR advanced degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline and 4 years of experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance, Marketing, etc.). Demonstrates advanced skills in mathematical and statistical techniques and approaches used to drive fact-based decision-making. Advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Experience with new and emerging data sets, and incorporation (data wrangling, data munging) into new insights. What sets you apart: P&C Claims experience. Possess strong analytical skills to develop effective solutions. Experience in scorecard analytics (ex: Quality, MSAT) P&C Claims Scorecard analytics experience Strong communication and presentation skills, including building PowerPoint presentations with the ability to convey complex analytical insights to non-technical business partners. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $205,340. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran.
$114.1k-205.3k yearly Auto-Apply 7d ago

Looking for a job?

Let Zippia find it for you.

Decision Science Analyst - Mid Level
USAA 4.7
Remote
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Our Decision Science Analyst provide decision support for business areas across the enterprise. Staff in this area will be responsible for applying mathematical and statistical techniques and/or innovative /quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer business objectives and drive change. The essence of work performed by the Decision Science Analyst involves gathering, manipulating and synthesizing data (e.g., attributes, transactions, behaviors, etc.), models and other relevant information to draw conclusions and make recommendations resulting in implementable strategies. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leverages intermediate and some advanced business, analytical and technical knowledge to participate in discussions with cross functional teams to understand and collaborate on business objectives and influence solution strategies. Applies advanced analytical techniques to solve business problems that are typically medium to large scale with impact to current and/or future business strategy. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer the business objective and drive the appropriate change. Translates recommendation into communication materials to effectively present to colleagues for peer review and mid-to-upper level management. Incorporates visualization techniques to support the relevant points of the analysis and ease the understanding for less technical audiences. Identifies and gathers the relevant and quality data sources required to fully answer and address the problem for the recommended strategy through testing or exploratory data analysis (EDA). Integrates/transforms disparate data sources and determines the appropriate data hygiene techniques to apply. Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements. Understands and adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions. Delivers analysis/findings in a manner that conveys understanding, influences mid to upper level management, garners support for recommendations, drives business decisions, and influences business strategy. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline; OR 4 years of related experience in statistics, mathematics or quantitative analytics (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance) OR Advanced degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline with 2 years experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance). Demonstrates competency in mathematical and statistical techniques and approaches used to drive fact-based decision-making. Intermediate and some advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. What sets you apart: Exposure to Google Analytics, Adobe Analytics, or similar platforms. Understanding of tag management systems (e.g., Google Tag Manager). Understanding of campaign performance metrics, attribution modeling, and ROI analysis. Familiarity with SEO, SEM, and social media analytics. Understanding of digital platforms, customer experience analytics, and emerging technologies to align analytics with Digital Marketing objectives. Compensation range: The salary range for this position is: $93,770 - $179,240. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran.
$93.8k-179.2k yearly Auto-Apply 6d ago
Vendor Management Analyst II - Collections Litigation
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210682754 JobSchedule: Full time JobShift: Day : Elevate your career with us as a Vendor Management Analyst, where your efforts will shape the future of Chase Card Recovery. Join a dynamic team that values integrity, respect, and innovation, offering you opportunities for growth and development. Job Summary: As a Vendor Management Analyst within our Chase Card Recovery team, you will play a crucial role in managing vendor relationships and ensuring operational excellence. You will collaborate with internal and external partners to drive strategic changes and improve performance metrics. Your work will directly impact our customer experience and risk management outcomes. In this role, you will design and implement tools and procedures to track and measure key performance indicators. You will also conduct on-site reviews of law firms and provide meaningful feedback to stakeholders. Your contributions will help us maintain a strong control environment and achieve our business goals. Job Responsibilities: * Monitor day-to-day business results for assigned vendors. * Demonstrate exceptional judgment and communication skills. * Lead compliance-related audit activities. * Manage projects to meet critical deadlines. * Own the vendor communication process. * Consult with business partners to establish clear requirements. * Identify emerging trends and propose solutions. * Establish and maintain partnerships with external groups. * Travel for on-site reviews approximately 10%-20% of the time. Required Qualifications, Capabilities, and Skills: * Three years of business operations experience in Collection Litigations. * Outstanding written and verbal communication skills. * Strong task and priority management skills. * Ability to drive issue resolution in a fast-paced environment. * Analytic mindset with clear and persuasive presentation skills. * Detail-oriented with excellent time management skills. * Experience in analyzing and improving business processes. * Ability to monitor and analyze vendor performance data. * Bachelor's Degree or equivalent work experience. Preferred Qualifications, Capabilities, and Skills: * Programming skills/aptitude is desirable. Additional Information: * This role requires working in the office five days a week. * Relocation assistance is not available for the role. * Role is not eligible for H1B or immigration sponsorship. 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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
$74k-100k yearly est. Auto-Apply 29d ago
Business Analyst I
Jpmorgan Chase Bank, N.A 4.8
Columbus, OH jobs
Begin a fulfilling and challenging career as a Business Analyst I with our dynamic team. You will have the chance to make a meaningful impact by supporting process improvements and key initiatives while expanding your creative skills in a supportive and collaborative environment. Join us to contribute to our mission and advance your career. As a Business Analyst I at JPMorgan Chase, you will be instrumental in improving operational efficiencies and supporting strategic initiatives. You will leverage your skills in data analytics and automation to identify trends, analyze data sets, and recommend innovative solutions. Continuous learning is essential, as you will stay current with emerging technologies and best practices to drive ongoing improvements. Strong customer communication and relationship building are key aspects of the role, enabling you to understand client needs, deliver tailored solutions, and foster strong partnerships. Your ability to collaborate across diverse teams will ensure alignment with business objectives and contribute meaningfully to the success of both your team and the broader organization. Job responsibilities. Execute the payment process for supplier invoices, ensuring accuracy, compliance, and timely completion, while maintaining regular and ad hoc communication with suppliers and internal partners. Collaborate effectively with cross-functional teams throughout the organization to ensure alignment, share expertise, and drive successful project execution. Engage with metric owners from each business unit to investigate and identify key factors influencing data trends and irregularities. Stay current with industry trends and best practices to proactively identify opportunities for adding value to business partners. Execute recertifications for shared mailboxes, distribution lists, and user permissions to maintain security and compliance. Manage various reports across the business ensuring accuracy and timely delivery. Analyze and interpret data sets to support operational initiatives and strategic decision-making Utilize automation technologies to optimize processes, enhance efficiency, and support business strategy implementation. Contribute to project work and perform additional duties as assigned to support team and organizational objectives. Required qualifications, capabilities, and skills. Proficient in customer service and conflict management, with the ability to understand client needs, deliver tailored solutions, and facilitate effective teamwork. Skilled in crafting clear and effective communications, ensuring consistent results, and contributing to a collaborative work environment by sharing expertise and supporting team initiatives. Strong problem-solving skills and the ability to create logical and realistic solutions under tight deadlines. Excellent interpersonal skills, enabling effective interaction with all levels of management. Maintain a positive attitude and deliver high-quality service to customers through continuous communication and strong relationship-building skills. Ability to conduct data analysis and accurately interpret data sets to support business objectives. Experience in cross-functional collaboration, coordinating efforts and sharing knowledge to drive project success. Preferred qualifications, capabilities, and skills Ability to learn and leverage artificial intelligence and AI tools to enhance data analysis, assess business trends, and provide actionable insights for strategic decision-making. Strong organizational and business skills and the ability to manage, multiple projects, address complex issues and meet and short deadlines successfully. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
$71k-98k yearly est. 2d ago
Salesforce Service Cloud Business Analyst
Keybank 4.4
Brooklyn, OH jobs
This position is responsible for executing against the strategic projects for enhancing the capabilities of the Salesforce/Service Cloud platform. This individual works closely with the line of business and technology colleagues to elicit, capture, and translate business requirements into technical requirements that can be conveyed with the appropriate level of detail to the development team. This role is responsible for scheduling and leading requirement gathering sessions with cross functional partners including external vendors as needed for the optimization of system capabilities. This role is highly visible with the ability to have direct impact on the organization and our internal and external customers. The successful candidate must have experience with the commercial banking processes, possess a continuous improvement mindset, and have outstanding written and verbal communication skills. Essential Functions Lead discovery and deep dive sessions to understand and document current state, pain points, and areas of opportunity to improve the system functionality and/or business process. Document current state and future state processes utilizing process flow diagrams and other process design tools. Provide thought leadership in leading brainstorming, design, and solution meetings with the line of business end users and technology teams. Serve as the voice of the end users to ensure system functionality and solutions meet the needs of the business. Act as subject matter expert on development projects from inception to ensure project/system design and implementation meets the needs of the business. Capture and expand upon user stories to translate business requirements into technical requirements and convey the appropriate level of detail to the development team. Writes acceptance criteria and test scripts to ensure new functionality is working as designed throughout the development and release management process. Perform analysis and research of system dependencies to reduce system and process issues. Manage testing coordination, execution and sign-off with the various teams and end-users, including ability to test on own and assign to others. Assists with change management activities and documentation Assists with prioritization of project backlogs and influence the larger system/product backlog with a goal of maximizing business value. Partners closely with area and functional product owners to keep them informed on project details and progress. Education Bachelor's Degree or equivalent experience (preferred) Work Experience & Skills Undergraduate degree in business or equivalent work experience Experience with / knowledge of commercial banking, commercial deposit origination, payments onboarding, or commercial servicing preferred 2-3 years of experience in financial services 1-2 years of experience using Salesforce application Experience with various Salesforce Tools preferred (ie Service Cloud, Marketing Cloud, CRM Analytics, Data 360, Agentforce) Project management experience or experience leading teams and/or projects Knowledge of Agile concepts and tools (ie Jira, Confluence) Knowledge of system testing concepts Ability to plan, multi-task, manage time effectively, and work on own with limited direction Excellent written and verbal communication skills, including strong presentation skills that can explain technical concepts for non-technical audiences Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Work Location Category Hybrid (2+ days) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/21/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
$71k-122k yearly Auto-Apply 5d ago
Life Actuarial Solutions Analyst Senior - Annuity Pricing Team
USAA 4.7
Remote
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran.
$93.8k-179.2k yearly Auto-Apply 6d ago
Liquidity Strategy Analyst Senior - Liquidity Management
USAA 4.7
Remote
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Our Liquidity Strategy Analyst Senior develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position. What you'll do: Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries. Develops and monitors liquidity policies and comprehensive contingency funding plans. Independently assesses and communicates complex regulatory capital and liquidity rules. Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis. Responsible for efficient deployment of liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives. Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business. Advises key stakeholders on liquidity management issues according to industry best practices. Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded. Key contributor to Treasury initiatives in enterprise stress test planning and execution. Evaluates stress scenario results and establishes contingency plans in partnership with key business stakeholders for reporting to senior management, governance committees, and the respective boards of directors. Analyzes stress scenario impacts to the USAA Consolidated/P&C/Bank/Life Contingency Funding Plans and associated liquidity metrics for reporting to senior management, governance committees, and the respective boards of directors. Primary contributor in the preparation and communication of key liquidity plans, metrics, analysis and reports to governance committees, senior management, regulatory bodies and the USAA Board of Directors. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting. Subject matter expert knowledge of Microsoft Office products including Excel. Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization. Strong written and verbal communication skills, including the ability to create and present executive-level presentations. Ability to effectively work with both internal and external partners. What sets you apart: Experience in Liquidity Management within the financial services industry. Proven expertise in risk management, including risk metric development and monitoring. Excellent communication skills to present complex analysis to senior management and regulators. Experience working with Regulatory Bodies (OCC, FRB, TDI). Chartered Financial Analyst (CFA) Designation. Master's degree in business, Finance, Mathematics, or other related field. Compensation range: The salary range for this position is: $114,080 - $218,030. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran.
$75k-92k yearly est. Auto-Apply 40d ago
Operations Senior Specialist II- Assumptions
Jpmorgan Chase 4.8
Columbus, OH jobs
If you want to make valuable contributions to your team and expand your knowledge, skills, and expertise in Home Lending Operations, then JP Morgan Chase has a great opportunity for you. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As an Operations Senior Specialist II- Assumptions, in Mortgage Production and Servicing you will be responsible for delivering top notch support that is vital to Home Lending and the Consumer and Community Bank. You will be assisting in various parts of an operation oriented around customers and providing solutions for them in the Assumptions part of Home Lending. **Job responsibilities** + Receives, Reviews, and Prepares assumption closing package requests (conventional, FHA, VA, and Non-Agency) in accordance with policies and procedures + Reviews the loan application for completeness and accuracy + Updates various systems for Assumption completion + Participates in projects and process improvement initiatives as required + Maintains system accuracy with data integrity + Complies to performance & quality metrics + Maintains constant communication with the Relationship Managers throughout the duration of the process + Performs additional duties as assigned **Required qualifications, capabilities, and skills** + Possess strong attention to detail and excellent problem-solving skills + High School Diploma or GED + Strong attention to detail and ability to work independently and as a team player + Ability to handle multiple assignments & competing priorities, while managing time + Must have the ability to work at a high energy level and with a sense of urgency + Excellent analytical and problem solving skills and ability to successfully manage a production pipeline **Preferred qualifications, capabilities, and skills** + 2+ years of Mortgage experience and documentation knowledge with Originations/Assumptions Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
$68k-90k yearly est. 31d ago
Business Analyst - Remote
Citi Us 4.6
Virginia jobs
About us Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II. Join us in driving growth and seizing new business opportunities. Role and Responsibilities Generate requirements, wireframes, and documentation (i.e. Excel workbooks) for planning the migration of site collections to the online version. Documentation to include what site contents will be moved, what will be decommissioned and any web forms/workflows requiring additional work (i.e. InfoPath). Write requirements for Power Platform Applications and deprecated InfoPath form replacements. Meet with stakeholder groups to build consensus around planned moves of business unit site collections from on-premises SharePoint to the online version. Provide SharePoint technical resources with recommended timing and sequencing for site moves (i.e. business need priority, size, scope, etc.) Provide documentation, requirements and meet with stakeholders for in-flight and newly requested development requests for SharePoint online. Contractor will report to the team lead for SharePoint and attend weekly status meetings. Contractor will meet one on one with the team lead weekly to discuss deliverables, roadblocks and progress on milestones. The Business Analyst: SharePoint Contractor will have 3-5 years of business analysis experience, including experience with website and content migrations and working knowledge of SharePoint 2019 and SharePoint Online. This role requires strong requirements gathering, documentation, and stakeholder engagement skills to support SharePoint Online migration planning, technical implementation, and successful business adoption Minimum Qualification 3-5 years Business Analyst experience. Proven track record with website projects involving site content and migration to another platform. Ability to build consensus with stakeholders ranging from leadership to individual contributors. 2+ years' experience working with SharePoint 2019 or SharePoint Online as a seasoned end user or site owner. Preferred Qualification Project management experience. Experience with Microsoft's Power Platform.
$87k-117k yearly est. Auto-Apply 10d ago
Solutions Analyst III - Emerging Technologies
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210683194 JobSchedule: Full time JobShift: Day : Join our dynamic team to revolutionize how technology intersects with business. As a Solutions Analyst III at JPMorgan Chase within the Enterprise Technology in Employee Compute, you will leverage your analytical expertise and technical fluency to drive innovation and enable strategic product development. You will collaborate with product owners, business stakeholders, and technology teams to elicit and document requirements, translate them into actionable solutions, and support rapid experimentation. Your adaptability and problem-solving skills will help navigate complex projects and manage dependencies, while your strong communication abilities will foster alignment and effective collaboration across diverse teams.. Job Responsibilities * Collaborate with internal business stakeholders, product teams and technology to understand internal roadmaps and key problems/opportunities; translate into innovative and strategic solution concepts that can be evaluated for viability and inform long-term product strategy. * Collaborate across cross-functional teams to develop and document business and technology requirements, ensuring alignment with product owners, technical teams and stakeholders. * Support evaluation of internal build vs. external buy of a solution, including engaging with third-party technology providers to understand their offerings and assessing applicability. * Manage dependencies and navigate ambiguity in complex projects supporting rapid experimentation and solution validation through discovery, assessments and prototypes. * Ensure all solutions adhere to firm wide governance, compliance, and security requirements, working closely with functional partners (Technology, Risk, Controls, Legal, Compliance, Third-Party Oversight, Sourcing, etc.) for internal and/or external solutions when needed. * Bridge the gap between product owners and software engineers by leveraging your technical fluency and strong analytical reasoning skills in support of strategic and tactical planning. * Foster clear, concise communication and collaboration across diverse stakeholder groups to drive alignment and successful outcomes. * Facilitate innovation forums, events and information sharing sessions showcasing emerging technologies to drive innovation across our organization. * Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of emerging and innovative solutions to address evolving business needs. Required Qualifications, Capabilities, and Skills * Formal training or certification on business analysis concepts and 3+ years applied experience. * Experience in technical program delivery, product management, solutions analysis, or related field. * Strong technical writing and documentation skills for diverse stakeholder audiences, from engineers to executives. * Experience supporting innovation frameworks, including rapid assessments, prototyping, and proof-of-concept initiatives. * Ability to work collaboratively in cross-functional teams and drive alignment across business, product and technology groups. * Strong problem-solving and quantitative analysis skills. * Excellent verbal and written communication skills. * Familiarity with Agile methodologies and product-oriented organizations. Preferred qualifications, capabilities, and skills * Strategic mindset with ability to envision ways to use technology to solve business problems, translate them into quantifiable costs and benefits, and critical thinking skills to drive sound decision making and recommendations. * Track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership. * Technical program delivery, innovation, program/project management, product management or solutions analysis. * Understanding of agile product management and software development, with experience in translating business and technical requirements into JIRA stories for agile teams. * Proven ability to build strong stakeholder relationships and work with high-performing teams in complex environments. * Ability to create compelling presentations that summarize product attributes, strategy, technologies, etc.
$93k-116k yearly est. Auto-Apply 12d ago
Solutions Analyst III - Emerging Technologies
Jpmorganchase 4.8
Columbus, OH jobs
Join our dynamic team to revolutionize how technology intersects with business. As a Solutions Analyst III at JPMorgan Chase within the Enterprise Technology in Employee Compute, you will leverage your analytical expertise and technical fluency to drive innovation and enable strategic product development. You will collaborate with product owners, business stakeholders, and technology teams to elicit and document requirements, translate them into actionable solutions, and support rapid experimentation. Your adaptability and problem-solving skills will help navigate complex projects and manage dependencies, while your strong communication abilities will foster alignment and effective collaboration across diverse teams.. Job Responsibilities Collaborate with internal business stakeholders, product teams and technology to understand internal roadmaps and key problems/opportunities; translate into innovative and strategic solution concepts that can be evaluated for viability and inform long-term product strategy. Collaborate across cross-functional teams to develop and document business and technology requirements, ensuring alignment with product owners, technical teams and stakeholders. Support evaluation of internal build vs. external buy of a solution, including engaging with third-party technology providers to understand their offerings and assessing applicability. Manage dependencies and navigate ambiguity in complex projects supporting rapid experimentation and solution validation through discovery, assessments and prototypes. Ensure all solutions adhere to firm wide governance, compliance, and security requirements, working closely with functional partners (Technology, Risk, Controls, Legal, Compliance, Third-Party Oversight, Sourcing, etc.) for internal and/or external solutions when needed. Bridge the gap between product owners and software engineers by leveraging your technical fluency and strong analytical reasoning skills in support of strategic and tactical planning. Foster clear, concise communication and collaboration across diverse stakeholder groups to drive alignment and successful outcomes. Facilitate innovation forums, events and information sharing sessions showcasing emerging technologies to drive innovation across our organization. Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of emerging and innovative solutions to address evolving business needs. Required Qualifications, Capabilities, and Skills Formal training or certification on business analysis concepts and 3+ years applied experience. Experience in technical program delivery, product management, solutions analysis, or related field. Strong technical writing and documentation skills for diverse stakeholder audiences, from engineers to executives. Experience supporting innovation frameworks, including rapid assessments, prototyping, and proof-of-concept initiatives. Ability to work collaboratively in cross-functional teams and drive alignment across business, product and technology groups. Strong problem-solving and quantitative analysis skills. Excellent verbal and written communication skills. Familiarity with Agile methodologies and product-oriented organizations. Preferred qualifications, capabilities, and skills Strategic mindset with ability to envision ways to use technology to solve business problems, translate them into quantifiable costs and benefits, and critical thinking skills to drive sound decision making and recommendations. Track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership. Technical program delivery, innovation, program/project management, product management or solutions analysis. Understanding of agile product management and software development, with experience in translating business and technical requirements into JIRA stories for agile teams. Proven ability to build strong stakeholder relationships and work with high-performing teams in complex environments. Ability to create compelling presentations that summarize product attributes, strategy, technologies, etc.
$93k-116k yearly est. Auto-Apply 12d ago
Solutions Analyst III - Emerging Technologies
Jpmorgan Chase 4.8
Columbus, OH jobs
Join our dynamic team to revolutionize how technology intersects with business. As a Solutions Analyst III at JPMorgan Chase within the Enterprise Technology in Employee Compute, you will leverage your analytical expertise and technical fluency to drive innovation and enable strategic product development. You will collaborate with product owners, business stakeholders, and technology teams to elicit and document requirements, translate them into actionable solutions, and support rapid experimentation. Your adaptability and problem-solving skills will help navigate complex projects and manage dependencies, while your strong communication abilities will foster alignment and effective collaboration across diverse teams.. **Job Responsibilities** + Collaborate with internal business stakeholders, product teams and technology to understand internal roadmaps and key problems/opportunities; translate into innovative and strategic solution concepts that can be evaluated for viability and inform long-term product strategy. + Collaborate across cross-functional teams to develop and document business and technology requirements, ensuring alignment with product owners, technical teams and stakeholders. + Support evaluation of internal build vs. external buy of a solution, including engaging with third-party technology providers to understand their offerings and assessing applicability. + Manage dependencies and navigate ambiguity in complex projects supporting rapid experimentation and solution validation through discovery, assessments and prototypes. + Ensure all solutions adhere to firm wide governance, compliance, and security requirements, working closely with functional partners (Technology, Risk, Controls, Legal, Compliance, Third-Party Oversight, Sourcing, etc.) for internal and/or external solutions when needed. + Bridge the gap between product owners and software engineers by leveraging your technical fluency and strong analytical reasoning skills in support of strategic and tactical planning. + Foster clear, concise communication and collaboration across diverse stakeholder groups to drive alignment and successful outcomes. + Facilitate innovation forums, events and information sharing sessions showcasing emerging technologies to drive innovation across our organization. + Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of emerging and innovative solutions to address evolving business needs. **Required Qualifications, Capabilities, and Skills** + Formal training or certification on business analysis concepts and 3+ years applied experience. + Experience in technical program delivery, product management, solutions analysis, or related field. + Strong technical writing and documentation skills for diverse stakeholder audiences, from engineers to executives. + Experience supporting innovation frameworks, including rapid assessments, prototyping, and proof-of-concept initiatives. + Ability to work collaboratively in cross-functional teams and drive alignment across business, product and technology groups. + Strong problem-solving and quantitative analysis skills. + Excellent verbal and written communication skills. + Familiarity with Agile methodologies and product-oriented organizations. **Preferred qualifications, capabilities, and skills** + Strategic mindset with ability to envision ways to use technology to solve business problems, translate them into quantifiable costs and benefits, and critical thinking skills to drive sound decision making and recommendations. + Track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership. + Technical program delivery, innovation, program/project management, product management or solutions analysis. + Understanding of agile product management and software development, with experience in translating business and technical requirements into JIRA stories for agile teams. + Proven ability to build strong stakeholder relationships and work with high-performing teams in complex environments. + Ability to create compelling presentations that summarize product attributes, strategy, technologies, etc. 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$93k-116k yearly est. 9d ago
Operations Depository Trust Company (DTC) Settlement Analyst
Keybank 4.4
Brooklyn, OH jobs
The Operations Depository Trust Company (DTC) Settlement Analyst is responsible for the accurate and timely settlement of equity, fixed income, repo, options, swaps and futures trades, both US and global, for accounts on the Global Plus system. Provides support to department Manager, Section Manager, and Associates to ensure the proper entry, confirmation, settlement, and trade resolution for all facets of Equity and Fixed Income Trading. The individual will assist and support Investment/Trust professionals in a Trust and Investment Management environment. Additionally, an Analyst researches and resolves reconciling exceptions within set time standards and assists management in making improvements from a manual to an automated environment within this diverse, fast-paced and ever-changing environment. Essential Functions: Support DTC Settlement: Deliver out sales of securities through the Depository Trust Company according to industry and department deadlines. Settle purchases of securities through the Depository Trust Company according to industry and department deadlines. Resolve settlement problems and issues through analysis and collaboration with both internal and external parties. Balance trade settlement activity through DTC according to department deadlines. Perform the net settlement process with DTC according to department and industry deadlines. Responsible for developing and maintaining relationships with multiple stakeholders, including external clients, line of business partners, investment managers, and operations personnel Research and resolve issues as they arise Take a leadership role in operational projects and client requests Update and maintain policies and procedures Perform quality control review on team members' work Provide training for new employees and daily guidance to other analysts as assigned by Section Manager Research and resolve trade exceptions and failed trades through coordination and follow-up with investment managers and/or brokers and other Investment Ops areas on a timely basis Ability to identify issues and effectively research and resolve problems, including definition of root cause Act as a back-up to other team members Support team with approvals, reversals, and end of day activities Ability to handle multiple tasks at the same time, and meet tight trading deadlines Perform other duties as assigned; duties, responsibilities, and/or activities may change, or new ones may be assigned at any time with or without notice Comply with all KeyBank policies and procedures, including always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key Additional Functions Participate in Business Reviews and Continuous Improvement initiatives Provide problem solving ability as well as support to others with problem solving Provide proactive client service Work in a team environment and implement continuous improvement initiatives to increase quality, speed and productivity within the department Education Bachelor's degree in Accounting, Finance or business-related area or equivalent work experience Work Experience Bachelor's Degree or equivalent work experience 0+ years minimum experience in the financial services industry (could include internships, involvement in school programs, etc.) Investment Operations experience, preferred Experience working with Microsoft Office Products (Excel, Word) required Basic - Intermediate Excel skills required (VLOOKUP's, Subtotals, etc.) Skills Trade Settlement Execution: Ensures accurate and timely settlement of equity, fixed income, repo, options, swaps, and futures transactions. Exception & Break Resolution: Identifies, researches, and resolves trade exceptions, failed trades, and reconciliation breaks quickly and accurately. Analytical Thinking: Applies strong analytical skills and attention to detail to evaluate issues, determine root causes, and recommend solutions. Stakeholder Relationship Management: Builds effective relationships with investment managers, brokers, internal partners, and external clients to support smooth operations. Process & Procedure Management: Updates, maintains, and follows operational policies and procedures while supporting automation and continuous improvement. Quality Control Review: Performs reviews on team members' work to ensure accuracy, consistency, and adherence to standards. Training & Knowledge Sharing: Trains new employees and provides daily guidance to analysts to support team development and operational excellence. Multitasking & Deadline Management: Manages multiple priorities simultaneously and meets tight trade and settlement deadlines in a fast‑paced environment. Client Service Orientation: Provides proactive, high‑quality service to internal and external clients, ensuring timely support and issue resolution. Technical Proficiency: Uses Microsoft Excel (VLOOKUP's, Subtotals) and operational systems (e.g., Global Plus) to process, reconcile, and analyze trade data effectively. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Work Location Category Hybrid (2+ days) Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $48,000.00 - $72,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
$48k-72k yearly Auto-Apply 3d ago
Lead Operations Analyst - Brokerage & Middle Office, Key Investment Services
Keybank 4.4
Brooklyn, OH jobs
The Lead Operations Analyst assists Key Investment Services (“KIS”) New Accounts, Cashiering, and Annuities by serving as a subject matter expert and resource for complex issues and inquiries. The Lead Operations Analyst assists in special projects, desk coverage and workflow processes, including review of desktop procedures. Additionally, this teammate analyzes and recommends solutions, working with management to evaluate and implement process improvements. ESSENTIAL FUNCTIONS: Resolve escalated issues and provide subject matter expertise (SME) for Key Investment Services Middle Office. Conduct daily review of new account openings, missing documentation, and TEFRA withholding. Assist with the maintenance of fund direct business. Prepare weekly and monthly CIU (Customer Identification Unit) recons. Review and approve work submitted by KIS Middle Office. Collaborate with other operational groups, compliance, and legal to complete projects, company initiatives, and regulatory/industry changes. Identify problems, offer process improvement solutions and document such solutions. Comply with regulatory requirements and risk guidelines. Take on assignments of a complex nature and make sound decisions with limited direction. Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice. Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. EDUCATION: Associate's or Bachelor's degree or equivalent work experience. WORK EXPEREINCE: 4+ years of working experience in brokerage operations Experience working in financial services operations, preferred Working knowledge of NetX360 and familiarity with Pershing, preferred Proficiency with MS Office programs LICENSES (OPTIONAL): Series 99, preferred. SKILLS: Adaptability: Ability to adjust quickly to changing priorities and handle challenging assignments effectively. Analysis: Skill in researching and resolving complex issues using logical and critical thinking. Communication: Capacity to clearly express ideas and information through verbal and written formats. Customer Service: Ability to build rapport and deliver positive experiences for clients and colleagues. Detail: Commitment to accuracy and thoroughness while maintaining focus on tasks. Integrity: Demonstrating accountability, ethical behavior, and professionalism in all actions. Leadership: Competence in guiding peers, training others, and influencing outcomes without formal authority. Learning: Ability to quickly understand detailed processes and work independently with minimal supervision. Organization: Proficiency in planning, prioritizing, and managing multiple tasks to meet deadlines. Problem-Solving: Skilled in identifying issues, evaluating options, and implementing effective solutions. Teamwork: Ability to foster collaboration and build strong working relationships with partners. Work-Ethic: Demonstrating self-motivation, drive, and commitment to achieving high performance standards. PHYSICAL DEMANDS: Prolonged sitting, ability to communicate face to face and on the phone with teammates and clients. Use of PC, phone, and other office equipment. Occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. TRAVEL/DRIVING REQUIREMENTS: Valid driver's license may be necessary depending on location and role responsibilities. WORK LOCATION CATEGORY: Hybrid (2+ days in office) Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/23/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
$57k-87k yearly Auto-Apply 7d ago
Custody Operations Analyst - Wealth Management Operations
Us Bank 4.6
Cincinnati, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description We welcome forward-thinkers like you We are hiring a Custody Operations Closing Analyst that provides operational support to Fund Custody and Investment Advisor Services relationship management staff. Duties may include managing closing requests, as well as various other related administrative support functions. These duties may include cash disbursements, delivery of assets, account valuations, documentation review and maintaining account coding. A Closing Analyst ensures that requests are completed timely, accurately and in compliance with standard policies. Ensures that customers receive quality service for all operational activities supported. Adheres to corporate policies and procedures and complies with applicable laws and regulations. What we are looking for: * We are looking for someone who is dependable and punctual, with a good work ethic. * We are looking for someone who is comfortable with repetitive tasks * We are looking for some with a positive attitude and a team first mindset. * We are looking for someone who has the willingness to learn, attention to detail, and professional communication. What's in it for you: * Be a part of a team that values reliability, accuracy, and professionalism. * Gain hands on experience across multiple tasks and build valuable operational skills. * Enjoy a Monday- Friday, daytime schedule. * Work alongside a supportive, and motivated colleagues who share your commitment to getting the job done right. Schedule: Monday - Friday 8:00am - 5:00pm EST / 9:00am - 6:00pm CST Location: 3+ days in Cincinnati or Saint Paul Basic Qualifications * Three years or more of related experience Preferred Skills/Experience * Bachelor's degree * Knowledge of or the ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s) * Ability to multitask and meet established deadlines in a dynamic work environment * Exhibits analytical, problem-solving, decision-making, and organizational skills * Exhibits customer relation skills, interpersonal, and verbal and written communication skills * Understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients * Proficient in Microsoft Office applications, preferably Excel Location Expectations This role requires working from a U.S. Bank location three (3) or more days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $66,640.00 - $78,400.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
$66.6k-78.4k yearly 2d ago
Business Analyst I
Jpmorganchase 4.8
Ohio jobs
Begin a fulfilling and challenging career as a Business Analyst I with our dynamic team. You will have the chance to make a meaningful impact by supporting process improvements and key initiatives while expanding your creative skills in a supportive and collaborative environment. Join us to contribute to our mission and advance your career. As a Business Analyst I at JPMorgan Chase, you will be instrumental in improving operational efficiencies and supporting strategic initiatives. You will leverage your skills in data analytics and automation to identify trends, analyze data sets, and recommend innovative solutions. Continuous learning is essential, as you will stay current with emerging technologies and best practices to drive ongoing improvements. Strong customer communication and relationship building are key aspects of the role, enabling you to understand client needs, deliver tailored solutions, and foster strong partnerships. Your ability to collaborate across diverse teams will ensure alignment with business objectives and contribute meaningfully to the success of both your team and the broader organization. Job responsibilities. Execute the payment process for supplier invoices, ensuring accuracy, compliance, and timely completion, while maintaining regular and ad hoc communication with suppliers and internal partners. Collaborate effectively with cross-functional teams throughout the organization to ensure alignment, share expertise, and drive successful project execution. Engage with metric owners from each business unit to investigate and identify key factors influencing data trends and irregularities. Stay current with industry trends and best practices to proactively identify opportunities for adding value to business partners. Execute recertifications for shared mailboxes, distribution lists, and user permissions to maintain security and compliance. Manage various reports across the business ensuring accuracy and timely delivery. Analyze and interpret data sets to support operational initiatives and strategic decision-making Utilize automation technologies to optimize processes, enhance efficiency, and support business strategy implementation. Contribute to project work and perform additional duties as assigned to support team and organizational objectives. Required qualifications, capabilities, and skills. Proficient in customer service and conflict management, with the ability to understand client needs, deliver tailored solutions, and facilitate effective teamwork. Skilled in crafting clear and effective communications, ensuring consistent results, and contributing to a collaborative work environment by sharing expertise and supporting team initiatives. Strong problem-solving skills and the ability to create logical and realistic solutions under tight deadlines. Excellent interpersonal skills, enabling effective interaction with all levels of management. Maintain a positive attitude and deliver high-quality service to customers through continuous communication and strong relationship-building skills. Ability to conduct data analysis and accurately interpret data sets to support business objectives. Experience in cross-functional collaboration, coordinating efforts and sharing knowledge to drive project success. Preferred qualifications, capabilities, and skills Ability to learn and leverage artificial intelligence and AI tools to enhance data analysis, assess business trends, and provide actionable insights for strategic decision-making. Strong organizational and business skills and the ability to manage, multiple projects, address complex issues and meet and short deadlines successfully.
$72k-99k yearly est. Auto-Apply 2d ago
Business Analyst I
Jpmorgan Chase & Co 4.8
Ohio jobs
JobID: 210699057 JobSchedule: Full time JobShift: Day : Begin a fulfilling and challenging career as a Business Analyst I with our dynamic team. You will have the chance to make a meaningful impact by supporting process improvements and key initiatives while expanding your creative skills in a supportive and collaborative environment. Join us to contribute to our mission and advance your career. As a Business Analyst I at JPMorgan Chase, you will be instrumental in improving operational efficiencies and supporting strategic initiatives. You will leverage your skills in data analytics and automation to identify trends, analyze data sets, and recommend innovative solutions. Continuous learning is essential, as you will stay current with emerging technologies and best practices to drive ongoing improvements. Strong customer communication and relationship building are key aspects of the role, enabling you to understand client needs, deliver tailored solutions, and foster strong partnerships. Your ability to collaborate across diverse teams will ensure alignment with business objectives and contribute meaningfully to the success of both your team and the broader organization. Job responsibilities. * Execute the payment process for supplier invoices, ensuring accuracy, compliance, and timely completion, while maintaining regular and ad hoc communication with suppliers and internal partners. * Collaborate effectively with cross-functional teams throughout the organization to ensure alignment, share expertise, and drive successful project execution. * Engage with metric owners from each business unit to investigate and identify key factors influencing data trends and irregularities. * Stay current with industry trends and best practices to proactively identify opportunities for adding value to business partners. * Execute recertifications for shared mailboxes, distribution lists, and user permissions to maintain security and compliance. * Manage various reports across the business ensuring accuracy and timely delivery. * Analyze and interpret data sets to support operational initiatives and strategic decision-making * Utilize automation technologies to optimize processes, enhance efficiency, and support business strategy implementation. * Contribute to project work and perform additional duties as assigned to support team and organizational objectives. Required qualifications, capabilities, and skills. * Proficient in customer service and conflict management, with the ability to understand client needs, deliver tailored solutions, and facilitate effective teamwork. * Skilled in crafting clear and effective communications, ensuring consistent results, and contributing to a collaborative work environment by sharing expertise and supporting team initiatives. * Strong problem-solving skills and the ability to create logical and realistic solutions under tight deadlines. * Excellent interpersonal skills, enabling effective interaction with all levels of management. * Maintain a positive attitude and deliver high-quality service to customers through continuous communication and strong relationship-building skills. * Ability to conduct data analysis and accurately interpret data sets to support business objectives. * Experience in cross-functional collaboration, coordinating efforts and sharing knowledge to drive project success. Preferred qualifications, capabilities, and skills * Ability to learn and leverage artificial intelligence and AI tools to enhance data analysis, assess business trends, and provide actionable insights for strategic decision-making. * Strong organizational and business skills and the ability to manage, multiple projects, address complex issues and meet and short deadlines successfully.
$72k-99k yearly est. Auto-Apply 2d ago
Sr IAM HPAM Analyst
Keybank 4.4
Brooklyn, OH jobs
The Sr. IAM HPAM Analystis responsible for ensuring that Identity & Access Management (IAM) practices align with organizational IT and Security standards. This role focuses on maintaining compliance, managing privileged access, and supporting evidence-based audits across a variety of technology platforms. This person will drive integration with existing systems, process enhancements and improvements through automation and data capture to minimize manual intervention and increase oversight to the IAM Governance programs, enhancing the audit posture and process. Key Responsibilities IAM & Access Control Oversight: Collect, validate, and organize configuration and access control data across a wide variety of systems and technology platform types. Draft detailed privileged access criteria for technology platforms. Analyze and identify persistent privileged access violations, including non-compliant “Break the Glass” (BTG) configurations. Identify, Track, pursue, and validate remediation of IAM-related compliance violations. Collect, validate, and file evidence for compliance activities; communicate and collaborate with platform teams as needed. Draft narratives and maintain orderly records for audit and compliance purposes. Liaise with subject matter experts to ensure alignment on access criteria and standards interpretation. Perform other duties as assigned, adapting to evolving organizational needs. Education & Experience: Experience with Identity & Access Management (IAM) Experience with asset management and CMDB concepts (ServiceNOW) Experience with cloud IAM concepts and best practices as they pertain to human and non-human identities Mastery of MicroSoft Excel preferred Professional security certifications (e.g., CISA) preferred. Understanding of the Payment Card Industry (PCI) standards preferred. Understanding for ServiceNOW Integration capabilities for compliance Dashboarding and reporting is a plus Skills & Competencies Strong understanding of server/application access patterns and reference architectures (firewalling, jump hosts, Privileged Session Management, Database Structures, Break the Glass processes, and Just In Time secrets access). Ability to apply and assess evidence against standards for compliance, reaching clear pass/fail conclusions. Effective communication skills for articulating standards, requirements, and remediation needs to engineers, application owners and management. Strong organizational skills for tracking compliance violations, remediation progress, status reporting, and filing compliance documentation. Functional knowledge of permissions criteria and the ability to adapt across diverse systems. Functional knowledge Cloud account provisioning, access management, and compliance Familiarity with common technologies and platforms such as Windows, Linux, SQL, Oracle, Cisco Routing/Switching, Palo Alto Product Suite, CyberArk, GSM, Sailpoint Commitment to ethical conduct, professionalism, and acting in the best interests of clients and the organization. Core Values & Work Environment Demonstrate organizational values and adhere to the Key Bank Code of Conduct. General office environment: prolonged sitting, frequent computer use, and occasional lifting of up to 10 lbs. Ability to communicate effectively in person, by phone/video chat, and with team members and clients. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote
$96k-181k yearly Auto-Apply 6d ago
Sr IAM HPAM Analyst
Keybank National Association 4.4
Brooklyn, OH jobs
The Sr. IAM HPAM Analystis responsible for ensuring that Identity & Access Management (IAM) practices align with organizational IT and Security standards. This role focuses on maintaining compliance, managing privileged access, and supporting evidence-based audits across a variety of technology platforms. This person will drive integration with existing systems, process enhancements and improvements through automation and data capture to minimize manual intervention and increase oversight to the IAM Governance programs, enhancing the audit posture and process. Key Responsibilities IAM & Access Control Oversight: * Collect, validate, and organize configuration and access control data across a wide variety of systems and technology platform types. * Draft detailed privileged access criteria for technology platforms. * Analyze and identify persistent privileged access violations, including non-compliant "Break the Glass" (BTG) configurations. * Identify, Track, pursue, and validate remediation of IAM-related compliance violations. * Collect, validate, and file evidence for compliance activities; communicate and collaborate with platform teams as needed. * Draft narratives and maintain orderly records for audit and compliance purposes. * Liaise with subject matter experts to ensure alignment on access criteria and standards interpretation. * Perform other duties as assigned, adapting to evolving organizational needs. Education & Experience: * Experience with Identity & Access Management (IAM) * Experience with asset management and CMDB concepts (ServiceNOW) * Experience with cloud IAM concepts and best practices as they pertain to human and non-human identities * Mastery of MicroSoft Excel preferred * Professional security certifications (e.g., CISA) preferred. * Understanding of the Payment Card Industry (PCI) standards preferred. * Understanding for ServiceNOW Integration capabilities for compliance Dashboarding and reporting is a plus Skills & Competencies * Strong understanding of server/application access patterns and reference architectures (firewalling, jump hosts, Privileged Session Management, Database Structures, Break the Glass processes, and Just In Time secrets access). * Ability to apply and assess evidence against standards for compliance, reaching clear pass/fail conclusions. * Effective communication skills for articulating standards, requirements, and remediation needs to engineers, application owners and management. * Strong organizational skills for tracking compliance violations, remediation progress, status reporting, and filing compliance documentation. * Functional knowledge of permissions criteria and the ability to adapt across diverse systems. * Functional knowledge Cloud account provisioning, access management, and compliance * Familiarity with common technologies and platforms such as Windows, Linux, SQL, Oracle, Cisco Routing/Switching, Palo Alto Product Suite, CyberArk, GSM, Sailpoint * Commitment to ethical conduct, professionalism, and acting in the best interests of clients and the organization. Core Values & Work Environment * Demonstrate organizational values and adhere to the Key Bank Code of Conduct. * General office environment: prolonged sitting, frequent computer use, and occasional lifting of up to 10 lbs. * Ability to communicate effectively in person, by phone/video chat, and with team members and clients. COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
$96k-181k yearly Auto-Apply 5d ago
Sr. Analyst - Commercial Strategy
Keybank 4.4
Cleveland, OH jobs
127 Public Square, Cleveland, Ohio- Required As a member of the Commercial Bank Strategy Team, the Senior Analyst will work closely with the members of the Strategy team and Business Leaders across the Commercial Bank to evaluate and execute strategic business initiatives. They will develop a deep understanding of our markets, customer needs, product functionality, industry trends, and our competitive landscape to support business growth. Responsibilities Work alongside the members of the Strategy team to develop and support strategic initiatives - develop strategy in partnership with executives (define problem, structure a framework, build recommendations, and a successful path to execution). Coordinate and develop presentation materials and supporting documentation to provide regular status updates on initiatives to Manager and Leadership Analyze internal and external data to provide intelligence and insights to Commercial Leadership Actively participate in projects and priorities by providing effective reporting, analytic support, and research Analyze project and business results, collect/solicit field feedback and provide thoughts on potential areas for improvement Establish and maintain effective/collaborative working relationships among team members, partners, and support areas Exhibit exceptional project management and organizational skills, collaborating closely with stakeholders and leaders to ensure key initiatives are prioritized, well-coordinated, and delivered on time Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. Requirement Bachelor's or Graduate degree in related field of study (i.e., Finance, Economics, Accounting, Data Sciences, Business Analytics, Information Systems, Mathematics, or other applicable fields) Minimum 3 years of experience in banking, finance, consulting, or similar relevant experience Self-starter with a high degree of adaptability and intellectual curiosity Detail oriented and able to prioritize and manage multiple ongoing projects in parallel Ability to problem-solve and think strategically Strong capabilities leveraging the MS Office suite of products, including Excel and PowerPoint Team player with excellent communication skills (written and verbal) Strong work ethic and desire to develop personally and professionally Preferred Requirements Understanding of Commercial Banking products and services Experience supporting the execution of growth initiatives with a structured approach to achieve tight timelines on complex deliverables. Ability to synthesize, create, and communicate clear analytical insights to Senior Leadership COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. This position is eligible to earn a base salary in the range of $71,000 to $110,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
$71k-122k yearly Auto-Apply 5d ago