Bank of America jobs in Wilmington, DE - 1439 jobs
Delaware Trust Administrative Officer II
Bank of America Corporation 4.7
Bank of America Corporation job in Wilmington, DE
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Delaware Trust Administrative Officer II, Wilmington -
The Delaware Trust Administrative Officer II teams with the Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as a backup for the Delaware Trust Officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non-licensed associate.
Responsibilities -
The Delaware Trust Administrative Officer II is an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers.
* Provides critical and core administrative client service and support (e.g., assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs.
* Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc.
Qualifications:
* Candidates must have the ability to perform at a high level in a fast-paced team environment and ensure adherence to all internal policies and compliance to legal and regulatory requirements.
* BS/BA degree preferred or equivalent experience required
* Paralegal studies with relevant legal and/or trust administrative experience preferred
* Financial Institution experience focusing on high-net-worth client service a plus
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees: participation in a work from home posture does not make you eligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$73k-102k yearly est. 13d ago
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Wealth Management Client Associate
Bank of America Corporation 4.7
Bank of America Corporation job in Wilmington, DE
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
* Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
* Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
* Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
* Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
* Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
* Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
* Demonstrates a client-centric mindset, always acting in the best interest of the client
* Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
* Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
* Possesses industry knowledge and an understanding of investment products
* Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
* Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
* Is detail oriented
* Demonstrates a commitment to continuous learning and professional growth
* Exhibits sound judgment and discretion when handling sensitive information
* Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
* Demonstrates professional verbal and written communication skills
Skills:
* Account Management
* Client Management
* Customer and Client Focus
* Issue Management
* Oral Communications
* Business Development
* Client Solutions Advisory
* Pipeline Management
* Prioritization
* Administrative Services
* Emotional Intelligence
* Referral Identification
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$42k-55k yearly est. 8d ago
Senior Associate, Tech Transformation & Program Execution
Jpmorgan Chase & Co 4.8
Wilmington, DE job
A leading financial services firm is seeking a Senior Associate to support technology transformation initiatives. You will collaborate with various stakeholders to deliver insights, maintain governance frameworks, and ensure effective program execution. The ideal candidate will have over 5 years of relevant experience and a strong background in analytics and project management. This role offers a chance to drive significant technological advancements within the organization.
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$82k-105k yearly est. 2d ago
Senior Test Automation Analyst
Jpmorgan Chase & Co 4.8
Wilmington, DE job
JobID: 210678233 JobSchedule: Full time JobShift: Day : Organization Description Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Employer Description
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. 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.
Job Description
We have an exciting and rewarding opportunity for you to take your Automated Testing career to the next level.
As a Sr Product Delivery Associate- Automation Testing / Selenium / Java Developer at JPMorgan Chase within the Credit Card Line of business you will be working on building and maintaining an in house Test Automation Framework. You will also be working on creating testing scenarios for Automated Functional Testing, End to End and Regression
Job Responsibilities
* Design, develop and maintain automated test cases to validate user acceptance criteria for new and existing features.
* Provide estimates for user stories utilizing planning poker.
* Participate in product backlog prioritization, story mapping, story refinement and Sprint demos.
* Prepare and participate in sprint review meetings showcasing completed product backlog items to the product owner.
* Proactively look to develop and implement best practices across the entire project team, practicing continuous process improvement.
* Collaborate with Product Owners, Product Managers and Technology partners to understand requirements and design effective UAT test plans.
* You will be working on creating the end to end test automation suite for existing workflows. You will also aid in the training of developers and PO to create and modify new test cases.
* Assist in manual UAT efforts when automation is not feasible, ensuring comprehensive test coverage.
* Communicate test progress, results, and issues to Product and stakeholders.
* Integrate automated UAT tests with CI/CD pipelines to ensure continuous validation of new code releases.
Required qualifications, capabilities, and skills
* Bachelors or Masters Degree - preferably in Computer Science
* 3 plus Years of Experience in building and maintaining test automation frameworks.
* 3 plus Years of Experience with open-source test automation tools.
* 3 plus Years of Experience in applying Business driven development techniques (jUnit, Fitnesse, Selenium, Cucumber or similar tools)
* 3 plus Years of Experience in Continuous Integration and Deployment practices and tools (Jenkins or equivalent, Maven, Git, developer efficiency tools).
* 3 plus Years of Experience working in Agile teams, ability to focus and grasp business concepts explained during PBRs and creating test strategy and test scenarios.
Preferred qualifications, capabilities, and skills
* 4 plus Years of Experience working in a financial services environment with good working knowledge of Credit Cards
* 4 plus Years of Experience in application testing and monitoring frameworks - jMeter, AppDynamics, Geneos, Fitnesse, PhantomJS etc.
$90k-110k yearly est. Auto-Apply 60d+ ago
Associate - Modeling Analytics
Jpmorganchase 4.8
Wilmington, DE job
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
Create and present forecasts to senior management with a clear storyline and data support
Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
Be a self-motivated individual with the ability to work on multiple projects with limited guidance
Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
Minimum 3 years of related analytical experience.
Strong knowledge of Python, SAS, SQL, and MS Office required.
Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
Advanced degree is preferred.
Strong P&L knowledge and understanding of drivers of profitability.
Knowledge of CCAR (Stress Testing) and CECL process
$101k-125k yearly est. Auto-Apply 57d ago
Client Service Account Manager MidCorp - Healthcare Payments - Vice President
Jpmorganchase 4.8
Philadelphia, PA job
InstaMed is seeking dynamic, self-motivated, and results-driven professionals who thrive in a collaborative and growth-oriented environment. As a Relationship Manager, you will play a pivotal role in managing and expanding relationships with our valued healthcare provider accounts. This position offers the opportunity to directly influence revenue retention and drive business growth.
As a Client Service Account Manager in Healthcare Payments, you are an integral part of a team dedicated to managing and growing key healthcare provider relationships. You partner closely with internal teams to support revenue retention and growth opportunities. You are responsible for understanding client needs, proactively driving account success, and communicating valuable feedback to help shape InstaMed's products and services.
Job responsibilities
Manage midmarket clients with $100M to $2B in revenue, ensuring the health and satisfaction of customer relationships.
Serve as the main contact for clients, facilitating strategic and operational business activities.
Develop strong relationships with client leads and executives/C-suite.
Support revenue growth through business reviews, strategic account plans, and solution demonstrations.
Prepare and process customer orders and contracts to expand services or deliver new hardware.
Ensure successful utilization of InstaMed solutions and drive adoption across the territory.
Partner with JP Morgan bankers to manage customer relationships and identify joint sales opportunities.
Conduct outreach to communicate changes or new offerings that impact customer relationships.
Identify potential risks to customer retention and serve as the escalation point for issue resolution.
Maintain accurate customer account information, opportunity pipeline data, and documentation of activities.
Demonstrate a thorough understanding of InstaMed solutions and be willing to travel up to 20% of the time
Required qualifications, capabilities, and skills
5 + years of proven success in a revenue-generating role
5 + years of experience within healthcare, health-tech, and merchant services
Excellent people skills and ability to build relationships with customers.
Sound judgment in setting customer expectations and managing sensitive customer situations.
Excellent organizational skills in daily task management and follow-ups.
Preferred qualifications, capabilities, and skills
Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience.
Bachelor's degree or higher
$74k-101k yearly est. Auto-Apply 16d ago
Senior Product Operations Associate
Jpmorgan Chase & Co 4.8
Wilmington, DE job
JobID: 210680871 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $91,200.00-$140,000.00 The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products.
As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence.
Job responsibilities
* Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed
* Monitor product performance and report on key operational metrics to identify trends and areas for improvement
* Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders
* Coordinate issue management by opening, tracking, and resolving issue from end-to-end
* Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions
* Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution
* Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners)
Required qualifications, capabilities, and skills
* 4+ years of professional experience
* Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata)
* Understanding of basic tech software functionalities (API, logs, JIRA)
* Proven track record of managing production and operational issues
* Strong organizational skills and effective verbal and written communication skills
* Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision
* Controls-focused mindset
Preferred qualifications, capabilities, and skills
* 1+ year data analyst experience
* Experience with C3 green screens, Admin Tool, and/or ServiceNow
* Experience supporting product development
* LLM suite knowledge
* Knowledge of Chase organization, processes, systems
$91.2k-140k yearly Auto-Apply 60d+ ago
Project Manager - Operations Program Support
Jpmorgan Chase 4.8
Wilmington, DE job
Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of Consumer and Community Banking Operations. The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution. We are the driving force behind transformative business initiatives that propel the entire organization towards unparalleled operational excellence. Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement. By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Project Manager within Performance Consulting, you will be at the forefront of innovating Project and Program Management across Consumer and Community Banking Operations. You will manage complex, high-visibility cross-division programs or projects by developing a plan, analyzing potential risks/benefits, working with your business partners to land on the best solutions, and driving your team through completion. Your efforts will have a significant impact on the business, requiring you to lead teams, manage resources, and ensure successful delivery of project objectives. You will deliver comprehensive solutions that empower excellence in our clients to achieve their strategic goals, leveraging our expertise in innovation, collaboration, and execution to create lasting value and drive organizational success.
**Job Responsibilities:**
+ Manage fast-paced, complex, cross-functional programs or projects with significant business impact.
+ Define key roles and responsibilities and ensure appropriate resources are assigned throughout the program/project lifecycle.
+ Develop and manage integrated plans, providing regular progress communications to stakeholders.
+ Lead teams to actionable deliverables, resolve issues/risks, and achieve agreement on scope and delivery milestones.
+ Establish best practices and innovate approaches to Program and Project Management, building a continuous improvement model.
+ Ensure programs and projects are completed in accordance with all Risk, Control, and other relevant firm-wide guidelines.
**Required Qualifications, Capabilities, and Skills:**
+ Bachelor's degree in a related field from an accredited learning institution.
+ 5+ years of related Program or Project Management experience.
+ Broad project / implementation delivery experience, including understanding of relevant tools, processes, and best practices.
+ Experience managing project deliverables, business initiatives, or technology in agile, waterfall, or hybrid methodology.
+ Proven ability to manage multiple efforts, resources, and address issues in a timely manner.
+ Demonstrated initiative and creativity to ensure successful and timely execution; strategic thinker with proven analytical abilities.
**Preferred Qualifications, Capabilities, and Skills:**
+ Project Management Professional (PMP).
+ Certification and / or demonstrable experience in process improvement initiatives (e.g. Lean Six Sigma), target state design, change management, or data insights / analysis.
+ Excellent verbal & written communication skills; ability to communicate progress and issues to the team and stakeholders.
+ Strong interpersonal skills to inspire/motivate the team and instill confidence and trust within the business, operations, and technology teams.
+ Proven leader with the ability to manage programs/projects effectively and meet deliverables in a timely manner.
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
$86k-104k yearly est. 60d+ ago
AI Deployment Manager
Jpmorgan Chase & Co 4.8
Wilmington, DE job
JobID: 210698047 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $128,250.00-$205,000.00 We are building the next generation of AI and autonomous agents that can reason, plan, act, and learn to solve critical problems in operations at the huge scale of the world's largest bank.
On the Data and Analytics Productivity and Transformation Team, we're dedicated to reinventing how data and analysis drives business outcomes. Our mission is to empower analysts with AI-powered tools and enable deeper, higher-value work for our clients. We champion skill development and change management, ensuring all data and analytics professionals can thrive in this new AI environment. By commercializing innovative AI Platforms, Tools, Systems and Products and fostering a culture of experimentation, we deliver measurable productivity improvements and accelerate the adoption of cutting-edge capabilities.
As the AI Deployment Manager on the Data and Analytics Productivity and Transformation Team, you will lead the evaluation, selection, and deployment of both in-house and third-party AI solutions to drive adoption and measurable impact across analytics teams. Leveraging existing proprietary solutions and dozens of others, you'll implement a standardized evaluation framework, coordinate hands-on testing with diverse analyst groups, and capture feedback through unified scorecards. You will facilitate the adoption of integrated solutions, eliminate redundant ETL work, and streamline stakeholder requests using AI-driven tracking. Additionally, you'll commercialize innovative use cases-such as code generation and knowledge bases-support NLP data visualization rollouts and prepare for business user testing of advanced "talk to data" solutions. Through collaboration with key partners, you'll ensure solutions are rigorously tested, effectively adopted, and aligned with priorities to empower analysts to focus on higher-value work and accelerate the analytics transformation at Chase.
Job Responsibilities:
* Influence the direction of internal tools and platforms while exploring, developing and sourcing AI tools tailored to evolving business needs.
* Liaise with AI focused teams that are building proofs of concept.
* Lead robust evaluations of both in-house AI solutions and external third-party vendors to identify and implement high-impact, high-adoption technologies.
* Establish, customize and maintain a standardized, criteria-driven decision-making process for evaluating and selecting analytic tools and solutions.
* Coordinate and support hands-on testing programs with diverse analyst groups, ensuring real-world feedback and broad participation.
* Capture and analyze tester feedback using unified scorecards and structured evaluation criteria to ensure consistency and comparability.
* Facilitate the adoption and scaling of integrated agentic solutions and multiple point solutions across analytics teams.
* Commercialize innovative use cases, such as code generation and knowledge bases, and support the rollout of NLP data visualization and "talk to data" solutions.
* Collaborate with key partners to drive solution deployment, conduct regular progress check-ins, and ensure alignment with strategic objectives and OKRs.
Required Qualifications, Capabilities and Skills:
* BS Degree and 5+ years in business analytics, consulting, or solution design roles with significant experience leading large-scale analytics initiatives across complex organizations.
* Success managing cross-functional teams and driving organizational change implementing standardized frameworks, piloting new technologies, and achieving measurable business outcomes.
* Ability to evaluate and implement analytics tools and technologies, both in-house and third-party.
* Experience with data analytics platforms, machine learning concepts, and related technologies (e.g., Databricks, Snowflake, NLP tools).
* Adept at leading complex projects, coordinating cross-functional teams, and delivering results on time.
* Capacity to design and execute structured evaluation frameworks, pilot programs, and user testing scenarios.
* Focused on delivering measurable outcomes, such as productivity improvements, cost savings, or enhanced user satisfaction.
* Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical, non-technical, and senior audiences
* Experience and ability to collaborate, influence, and build consensus among senior leaders, technical teams, and business stakeholders to align on priorities and drive adoption of innovative solutions.
* Knowledge of data management and analytics organizations, quantitative methods, and work product development processes
Preferred qualifications, capabilities, and skills
* Advanced degree in an applicable STEM field
* Excellent analytical skills with the ability to assess solution effectiveness, identify gaps, and recommend improvements.
* Ability to drive adoption of new tools and processes, including training, communication, and change management initiatives.
* Clearly articulate technical concepts, present findings, and influence decision-making at all organizational levels.
* Comfortable working in a fast-paced, evolving environment and quickly adapting to new technologies, methodologies, and business needs.
$128.3k-205k yearly Auto-Apply 13d ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Philadelphia, PA job
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$59k-82k yearly est. Auto-Apply 17d ago
Data Scientist II - Client Protection
Bank of America Corporation 4.7
Bank of America Corporation job in Newark, DE
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for reviewing and interpretating large datasets to uncover revenue generation opportunities and ensuring the development of effective risk management strategies. Key responsibilities include working with lines of business to comprehend problems, utilizing sophisticated analytics and deploying advanced techniques to devise solutions, and presenting recommendations based on findings. Job expectations include demonstrating leadership, resilience, accountability, a disciplined approach, and a commitment to fostering responsible growth for the enterprise.
Client Protection Shared Services - Advanced Analytics is looking for an energetic and inquisitive data scientist to join our team and help us combat financial crime. In this role, you will be expected to work on large and complex data science projects that entail working with both relational and graph databases. In these projects, it is expected to collaborate with internal strategy, technology, product, and policy partners to deploy advanced analytical solutions with the goal of reducing fraud losses, lowering false positive impacts, improving client experience, and ensuring the Bank minimizes its total cost of fraud. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic initiatives, large-scale projects, and overall improvements.
Responsibilities:
* Perform graph analytics to find and mitigate densely connected fraud networks
* Assist with the generation, prioritization, and investigation of fraud rings
* Enable business analytics, including data analysis, trend identification, and pattern recognition, using advanced techniques to drive decision making and data driven insights
* Understanding of end-to-end model development work, ranging from supervised, unsupervised, and graph-based machine learning solutions, to maximize detection of fraud or capture anomalous behavior
* Manage multiple priorities and ensures quality and timeliness of work deliverables such as data science products, data analysis reports, or data visualizations, while exhibiting the ability to work independently and in a team environment
* Manage relationships with multiple technology teams, development team, and line of business leaders, including alignment of roadmaps, managing projects, and managing risks
* Oversee development, delivery and quality assurance for data science use cases delivered to the production environment and other areas of the line of business
* Support the identification of potential issues and development of controls
* Support execution of large-scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytical-based insights
* Manages a roadmap of data science use cases to answer business trends based on economic and portfolio conditions and communicate findings to senior management, while diligently working and leading peers to solve for these use cases
* Coach and mentor peers to improve proficiency in a variety of systems and serve as a subject matter expert on multiple business and technical-related topics
* Apply agile practices for project management, solution development, deployment, and maintenance
* Deliver presentations in an engaging and effective manner through in-person and virtual conversations that communicates technical concepts and analysis results to a diverse set of internal stakeholders, and develops professional relationships to foster collaboration on work deliverables
* Maintain knowledge of the latest advances in the fields of data science and artificial intelligence to support business analytics
* Engage business and technology senior leaders on reporting of project/deliverable statuses, opportunity identification, and planning efforts
Required Qualifications:
* 4+ years of experience in data and analytics
* 4+ years of experience in data analytics within fraud prevention
* Must be proficient with SQL and one of SAS, Python, or Java
* Must have familiarity with Graph databases (e.g. TigerGraph, Neo4J) and graph query languages
* Problem-solving skills including selection of data and deployment of solutions
* Proven ability to manage projects, exercise thought leadership and work with limited direction on complex problems to achieve project goals while also leading a broader team
* Excellent communication and influencing skills
* Thrives in fast-paced and highly dynamic environment
* Intellectual curiosity and strong urge to figure out the "whys" of a problem and produce creative solutions
* Exposure to model development leveraging supervised and unsupervised machine learning (regression, tree-based algorithms, etc.)
* Expertise in data analytics and technical development lifecycles including having coached junior staff
* Expertise handling and manipulating data across its lifecycle in a variety of formats, sizes, and storage technologies to solve a problem (e.g., structured, semi-structured, unstructured; graph; hadoop; kafka)
Desired Qualifications
* Advanced Quantitative degree (Master's or PhD)
* 7+ years of experience; work in financial services is very helpful, with preference to fraud, credit, cybersecurity, or other heavily quantitative areas
* Understanding of advanced machine learning methodologies including neural networks, graph algorithms, ensemble learning like XGB, and other techniques
* Proficient with SPARK, H2O, or similar advanced analytical tools
* Analytical and Innovating Thinking
* Problem Solving and Business Acumen
* Risk and Issue Management, interpreting relevant laws, rules, and regulations
* Data Visualization, Oral and Written Communication, and Presentation Skills
* Experience managing multi-year roadmaps, engaging technical and non-technical stakeholders, and leading large cross-functional formal projects
* Experience influencing mid to senior (executive) level leaders
* Experience managing risk and issue remediation
* Understanding of computer science topics like automation, code versioning, computational complexity, parallel processing, requirements gathering, testing methodologies, and development lifecycle models like Agile
Skills:
* Agile Practices
* Application Development
* DevOps Practices
* Technical Documentation
* Written Communications
* Artificial Intelligence/Machine Learning
* Business Analytics
* Data Visualization
* Presentation Skills
* Risk Management
* Adaptability
* Collaboration
* Consulting
* Networking
* Policies, Procedures, and Guidelines Management
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$80k-106k yearly est. 6d ago
Quant Analytics Associate Senior - Business Banking Marketing Analytics
Jpmorgan Chase & Co 4.8
Wilmington, DE job
JobID: 210691552 JobSchedule: Full time JobShift: Day Base Pay/Salary: Jersey City,NJ $104,500.00-$150,000.00 Join our Business Banking Marketing Analytics team and help shape the future of digital marketing through data-driven insights. As a Quant Analytics Associate Senior, you will collaborate with talented professionals and senior stakeholders to optimize marketing investments and drive business growth. We offer a dynamic environment focused on innovation, career development, and continuous learning. Your expertise will enable us to deliver actionable solutions and foster a culture of high performance. Be part of a team where your skills and ideas make a real impact.
As a Quant Analytics Associate Senior in the Business Banking Marketing Analytics team, you will deliver efficient, data-driven solutions to improve digital marketing performance across web and mobile channels. You will work closely with stakeholders to define business needs, analyze campaign effectiveness, and provide actionable insights. Your role will involve managing large datasets, developing interactive dashboards, and automating analytics processes. You will help drive informed decision-making and support a culture of innovation and continuous improvement. Your work will directly influence.
The Business Banking Marketing Analytics team is dedicated to leveraging data to inform marketing strategies and optimize investments. You will collaborate with cross-functional teams, mentor team members, and contribute to talent development. Your responsibilities include managing analytics platforms, conducting market research, and designing A/B tests to evaluate marketing tactics. We value strong communication skills and the ability to translate complex analytics into clear recommendations. This is an exciting opportunity to join a high-performing team in a leading financial institution.
Job responsibilities
* Collaborate with stakeholders to define business needs and deliver data-driven solutions for digital marketing performance
* Monitor, analyze, and optimize digital marketing campaigns across web and mobile channels
* Gather, synthesize, and report data from multiple analytics platforms to provide actionable insights
* Implement and manage tracking and analytics using tag management systems, maintaining documentation for solutions
* Conduct market and competitor research to inform digital marketing strategies
* Design and analyze A/B tests to evaluate marketing tactics and recommend optimizations
* Write and optimize SQL queries and stored procedures for data extraction and analysis
* Develop and maintain interactive dashboards and reports using data visualization tools
* Organize and label reporting elements, enhance ad-hoc reporting capabilities for broad user communities
* Mentor and coach team members, support talent onboarding and development
* Foster a culture of high performance and innovation
Required qualifications, capabilities, and skills
* Bachelor's or Master's degree in a quantitative discipline (business, finance, economics, engineering, statistics, information systems, or mathematics)
* Five years of experience in data analytics, digital marketing analytics, web analytics, or data transformation and visualization
* Advanced skills in Excel and data visualization/dashboard creation using Tableau, Power BI, Google Data Studio, or Alteryx
* Strong database skills, including writing and optimizing SQL queries/scripts for data extraction and analysis
* Demonstrated ability to manage large, complex datasets and automate analytics processes across multiple data sources
* Solid understanding of IT processes, databases, and controls reporting
* Strong analytical, problem-solving, and communication skills
* Proficiency in web analytics platforms and SEO/SEM tools
* Flexibility and adaptability to listen, defend, or change direction based on consensus
* Superior judgment to mitigate risk and anticipate trends
* Self-motivated, goal-oriented, and able to deliver high-quality analytics solutions under strict timelines
* Proven ability to collaborate effectively with stakeholders and cross-functional teams
Preferred qualifications, capabilities, and skills
* Experience in campaign analysis and performance optimization, ideally within financial services or consulting firms
* Proven ability to solve business problems using scientific analytics and translate data insights into strategies
* Strong knowledge of big data disciplines, AWS, Agile methodologies, and innovative technologies
* Experience with A/B testing platforms and tag management systems
* Experience conducting market and competitor research to inform digital marketing strategies
* Ability to communicate compelling stories from data, highlighting customer behaviors and trends
* Lifelong learner with a growth mindset, actively sharing knowledge with the team
* Excellent communication skills, able to collaborate with senior leaders to support decision-making
$24k-57k yearly est. Auto-Apply 44d ago
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Jpmorgan Chase & Co 4.8
Philadelphia, PA job
JobID: 210695562 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $171,000.00-$250,000.00; Boston,MA $171,000.00-$250,000.00; Rochester,NY $152,000.00-$225,000.00; Buffalo,NY $152,000.00-$225,000.00
Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Senior Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
$55k-88k yearly est. Auto-Apply 35d ago
Delaware Senior Trust Officer
Bank of America Corporation 4.7
Bank of America Corporation job in Wilmington, DE
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Delaware Senior Trust Officer (Delaware STO) maintains a trust book and is a seasoned Trust Officer providing Delaware Trust Law expertise to the national markets. Delaware STO works closely with national Private Bank teams and ML fiduciary advisors to achieve strategic objectives of PWM markets overall. The Delaware STO's primary responsibilities are the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth. The Delaware STO will have a complex book of business and will be expected to deepen his or her relationships through estate and financial planning. The Delaware STO works with the PCA/Client Team or ML financial advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in national markets. Responsible for the Delaware STO book's management of fiduciary risks and trust policy adherence. Able to mentor more junior associates. Well-respected internally and externally (e.g. COI) with proven ability to partner effectively.
Key Responsibilities:
* Work with clients, their attorneys and other professional advisors including co-trustees, investment advisors, accountants, distribution advisors, and protectors to understand the comprehensive estate plan. Facilitate a collaborative team approach to provide superior client service.
* Respond to requests from beneficiaries including request for discretionary distributions. Obtain supporting documents such as tax returns and budgets. Prepare discretionary distribution request outlining the dispositive provisions and other relevant language in the trust agreement and make recommendations regarding how the Trust Company should exercise discretionary powers pursuant to the terms of the governing instrument. Confer with co-trustee (if any) to obtain his/her approval. Communicate the decision to client.
* Minimize account risk by analyzing trust documents and performing annual account reviews for compliance with trust provisions, state and federal regulations, and trust policy and procedure adherence. Utilize risk management tools, such as the overdraft report, daily transaction report, etc.
* Communicate with investment advisors, portfolio managers, and financial advisors regarding investment matters and liquidity needs.
* Work with the Account Opening Group to open trust accounts. Interpret the governing instrument to ensure the proper set-up of account records, including payments, fee schedules and tax records. Communicate with beneficiaries and co-trustees to outline administrative procedures.
* Must have detailed knowledge of how trusts function and are administered. Prior experience administering Delaware Directed Irrevocable Trusts is preferred.
* Need to be detail-oriented and be able to manage multiple priorities and projects. The trust officer should have excellent time management and organizational skills. Since the trust officer will interact with clients and their advisors, the trust officer should also have very strong communication and interpersonal skills.
* Must be able to effectively coordinate with the Bank's Tax Team, various fund managers, and the clients' personal tax preparers to ensure information is shared with the appropriate parties for timely completion of the applicable tax returns.
* Eager to contribute ideas to continuously improve systems and processes to ensure we can deliver the best possible service for our clients.
* Willing to mentor junior associates to help with their growth and development.
* Adhere to the Bank's core values of delivering together, acting responsibly, realizing the power of our people, and trusting the team.
Desired Qualifications:
* 7 plus years of trust experience
* Bachelor's degree or equivalent experience, CTFA or JD highly preferred.
Skills:
* Account Management
* Analytical Thinking
* Attention to Detail
* Client Management
* Customer and Client Focus
* Active Listening
* Collaboration
* Critical Thinking
* Prioritization
* Relationship Building
* Mentoring
* Oral Communications
* Organizational Effectiveness
* Problem Solving
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$61k-94k yearly est. 10d ago
Fraud Analytics and Innovation Senior Leader - Industry Trends and Capabilities Leader
Bank of America Corporation 4.7
Bank of America Corporation job in Newark, DE
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for managing a group of team leaders and employees who develop strategies and drive analytics to understand portfolio risk, increase profitability, and optimize operational performance. Key responsibilities include setting strategic priorities for the team, identifying trends, and leading efforts to maximize risk versus return for the business unit. Job expectations include using data and analytics to solve complex problems, coaching and developing employees, and partnering across technology, product, and risk leadership to drive performance.
We are seeking a visionary Senior Fraud Strategy Leader to join our Fraud Strategic Enablement team within Client Protection at Bank of America. This role is pivotal in helping to shape the Bank's fraud prevention strategy and investment roadmap by building /leading the program to develop strategic insights into global fraud trends (particularly AI-driven). This role will be required to be able to develop structured, industry-level assessments of risks and solutions in line with what you would expect from top-tier strategy consultants or leading research firms like Gartner. In addition to driving this proactive strategic assessment, this leader will also have accountability for selecting and driving the evaluation and testing of promising industry fraud prevention and detection tools. This is a fantastic opportunity for an experienced, strategic leader to have a direct impact on the forward-looking fraud risk management strategy at one of the world's largest banks. This position demands a blend of strategic thinking, deep fraud expertise, and executive-level influence.
Responsibilities:
* Establishes department-wide strategies and oversees portfolio trend analysis, forecasting, and risk/control performance
* Leads innovation by identifying and championing large scale initiatives that improve the risk management, profitability, and control oversight of risks for their business unit(s)
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Coaches employees on best practices for structuring complex problems, performing analysis, and communicating the results and implications of their work
* Builds and maintains strategic relationships with peers and counterparts across product, technology, and business control functions
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
* Leverage industry insights, news articles, vendor relationships, and hands-on research to developing an ongoing assessment of global fraud trends, emerging risks from AI, and how these will likely impact clients and the Bank. Create and share across the enterprise a structured framework around these risks using consulting-style frameworks and assessments.
* Monitor Regulatory and Industry Developments: Stay ahead of evolving regulations, threats, and industry research, translating these into actionable strategies.
* Analyzing vendor roadmaps and R&D pipelines to identify how their capabilities can proactively address evolving threats like synthetic identities, account takeover via deepfakes, or supply chain fraud in a post-quantum era.
* Internally, lead knowledge-sharing programs such as executive workshops, fraud strategy forums, and innovation labs to disseminate cutting-edge insights across departments, fostering a culture of continuous learning and proactive risk awareness.
* Lead the selection and evaluation of promising 3rd party solutions:
* Use strategic assessment, industry intelligence, and hands on discussions and evaluations with vendors to develop a clear framework for evaluating existing vendor solutions and their applicability to emerging risks. Drive assessments and consensus on which solutions are worth further exploration and evaluation / pilots. Lead pilot programs for cutting-edge solutions while ensuring alignment with ethical AI practices and privacy standards.
* Conducting comprehensive vendor due diligence and RFP (Request for Proposal) processes, evaluating offerings from leading fraud detection providers against criteria such as scalability, innovation potential, integration feasibility, and cost-effectiveness.
* Lead Vendor Evaluations and Strategic Partnerships: Lead the assessment and selection of external vendors and technology partners to enhance the bank's fraud prevention capabilities, including
* Facilitating proof-of-concept (POC) trials and pilot implementations to test vendor solutions in real-world scenarios, measuring performance against key metrics like false positive rates, detection accuracy, and adaptability to regulatory changes
Required Qualifications:
* 10+ years in fraud strategy, risk management, or related fields within financial services, consulting, or research environments.
* Bachelor's degree in Business, Engineering, Finance, Computer Science, or a related field
Desired Qualifications:
* Master's degree (e.g., MBA) or equivalent professional certifications preferred.
* Proven track record in executive-level strategy roles at a tier 1 consulting firm, or a major Financial Services institution.
* Deep expertise in fraud trends, including cyber threats, insider risks, and emerging technologies.
* Strong analytical skills with proficiency in data modeling, scenario planning, and strategic frameworks.
* Executive Level Influence: Ability to collaborate internally and externally at the executive and expert-levels to develop new insights, socialize impacts, and build advocacy and awareness.
* Ability to navigate ambiguity in a complex environment, balancing strategic vision with tactical execution.
Skills:
* Strategic Thought Leadership
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Artificial intelligence / Machine Learning
* Innovative Thinking
* Statistical Design of Experiments and Solution Testing
* Presentation Skills
* Risk Management
* Oral and Written Communications
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$99k-125k yearly est. 39d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America Corporation 4.7
Bank of America Corporation job in Newark, DE
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
Responsibilities:
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
* Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
* Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
* Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
* Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
* Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
* Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
* Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
* Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
Required Qualifications:
* Minimum 3 years SAS/SQL Coding knowledge and/or experience
* Ability to manage multiple projects in a complex and rapidly-changing environment
* Ability to work independently as well as part of a team
* Demonstrate strong analytical skills
* Previous risk/fraud analysis, strategy development, or related experience
* Strong written and oral communication skills
* Intellectually curious and willing to dive into complete issues\problems and solve
Desired Qualifications:
* 5+ years of risk analysis, strategy development, or related experience
* 5+ years of SAS or SQL Coding experience
* Prior experience in Authentication, Fraud, Debit Card or other related risk fields
* Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
* Experience managing relationships and projects with external vendor partners
Skills:
* Analytical Thinking
* Business Analytics
* Data and Trend Analysis
* Fraud Management
* Problem Solving
* Collaboration
* Innovative Thinking
* Monitoring, Surveillance, and Testing
* Presentation Skills
* Risk Management
* Data Visualization
* Interpret Relevant Laws, Rules, and Regulations
* Issue Management
* Oral Communications
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$93k-132k yearly est. 20d ago
Quant Analytics Manager - Marketing Systems
Jpmorgan Chase 4.8
Newark, DE job
As a Data & Marketing Systems Quant Analytics Manageron the Performance Marketing Operations and Transformation team , you will **roll up your sleeves to design, implement, and optimize data-driven targeting strategies** . You'll be hands-on in campaign execution, collaborating with Marketing, Sales, Technology, and Product teams. Your work will establish best practices for data management, drive standardization, and promote a culture of analytics-driven marketing excellence through direct, practical involvement.
**Job responsibilities**
+ Develop and implement data management strategies for marketing execution through hands-on analysis and solution building
+ Leverage data from multiple systems of record to refine customer targeting and optimize performance metrics with direct data manipulation
+ Drive adoption of best practices for standardization and reusability of marketing data outputs by building and maintaining reusable assets
+ Manage execution, monitoring, and quality of data projects to ensure seamless audience targeting, including hands-on troubleshooting and validation
+ Collaborate with product and technology teams to create requirements and plans for product development and omni-channel initiatives, actively participating in technical discussions and solutioning
+ Establish and maintain strong working relationships with project leads, stakeholders, and subject matter experts through direct engagement and teamwork
+ Work with business leadership to define and prioritize project objectives, plan deliverables, and oversee execution, including hands-on project tracking and reporting
+ Promote a culture of data-driven decision making within the organization by sharing practical insights and results
+ Ensure compliance with data governance and privacy standards through hands-on data management and documentation
+ Provide thought leadership in data analytics and marketing technology, including hands-on evaluation and implementation of new tools
+ Mentor junior analysts and contribute to team development through direct coaching and support
**Required qualifications, capabilities and skills**
+ Bachelor's degree in Data Science, Statistics, Information Systems, or related field
+ 5+ years of proven hands-on experience in data analytics or customer segmentation
+ Proficiency in SQL, Python, Segment, Excel, Tableau, Adobe, etc., with demonstrated ability to use these tools in daily work
+ Ability to translate business requirements into technical specifications and communicate complex concepts to non-technical partners
+ Strong knowledge of digital marketing principles, with practical application in campaign execution
+ Team player with ability to build strong cross-business relationships through direct collaboration
+ Strong communication skills with the ability to influence and manage stakeholders and senior management
**Preferred qualifications, capabilities and skills**
+ Experience in marketing operations and/or MarTech industry platforms, with hands-on involvement in platform setup and management
+ Proficient in project management and agile tools such as Microsoft Project, Excel, PowerPoint, JIRA, and Confluence, with practical experience in project tracking
+ Experience with customer data platforms (CDP) and marketing automation tools (Salesforce, Segment, SAS, Adobe, Microsoft, etc.), including hands-on configuration and usage
+ Experience working with marketing technology agencies, digital agencies, IT consultancies, and/or digital marketing agencies
+ High energy, solutions-oriented individual able to manage multiple initiatives under tight deadlines, with a hands-on approach to problem solving
+ Strong relationship development and negotiating skills; able to earn respect and trust among business partners and team members through direct engagement
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
$99k-131k yearly est. 15d ago
Software Engineer III- AI/RAG
Bank of America Corporation 4.7
Bank of America Corporation job in Newark, DE
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Position Summary
Join a groundbreaking team at Bank of America, at the forefront of innovation in AI. We are building the next generation of Gen AI platform, empowering new AI initiatives across Consumer, Small Business, Global Banking, and Wealth organizations. This is a unique opportunity to contribute to a critical platform that will enable secure, scalable, and high-performance AI capabilities across the organization. We value curiosity, collaboration, and a passion for pushing the boundaries of what's possible with AI.
This position is focused on design, build, and operate of reusable toolkits for Gen AI RAG capabilities.
This job is responsible for developing and delivering complex requirements to accomplish business goals. Key responsibilities of the job include ensuring that software is developed to meet functional, non-functional and compliance requirements, and solutions are well designed with maintainability/ease of integration and testing built-in from the outset. Job expectations include a strong knowledge of development and testing practices common to the industry and design and architectural patterns.
Responsibilities:
* Codes solutions and unit test to deliver a requirement/story per the defined acceptance criteria and compliance requirements
* Designs, develops, and modifies architecture components, application interfaces, and solution enablers while ensuring principal architecture integrity is maintained
* Mentors other software engineers and coach team on Continuous Integration and Continuous Development (CI-CD) practices and automating tool stack
* Executes story refinement, definition of requirements, and estimating work necessary to realize a story through the delivery lifecycle
* Performs spike/proof of concept as necessary to mitigate risk or implement new ideas
* Automates manual release activities
* Designs, develops, and maintains automated test suites (integration, regression, performance)
* Performs Continuous Integration and Continuous Development (CI-CD) activities.
* Contributes to story refinement and definition of requirements.
* Participates in estimating work necessary to realize a story/requirement through the delivery lifecycle.
* Manage multiple priorities, and simultaneously engage with multiple teams.
* Be vocal and actively participate in all session with business stakeholders and agile teams.
* Collaborate with product teams, data analysts and data scientists to design and build solutions.
* Utilizes multiple architectural components (across data, application, business) in design and development of client requirements.
Required qualifications:
* 5 years of relevant experience required.
* Experience in Semantic Search, data processing ,Data & Analytics, Data pipeline.
* Experience in OOP in Python/Scala/Java programming experience with expert level development skills.
* Hands on experience and knowledge generative AI RAG process for various use cases, including chunking, embedding, retrieval, reranking and summarization.
* Hands-on experience in application development in one or more areas MongoDB, Redis, Angular/React Frameworks, Containerization, Building API based application leveraging FAST API services, JWT Integration, API Gateway
* Develop efficient utilities, automation frameworks, data science platforms that can be utilized across multiple Data Science teams for AI/ML and GenAI work.
* Experience with AI/ML/GenAI Lifecycle Management and Development and its Ecosystem. Hands on experience building frameworks using MLOps, Fine - Tuning techniques, Inference Frameworks
* Building API based application leveraging FAST API services, JWT Integration, API Gateway
* Working in large sized teams that collaboratively develop on a shared multi-repo codebase using IDEs (e.g. VS Code rather than Jupyter Notebooks), Continuous Integration (CI), Continuous Deployment (CD) and Continuous Testing
* Hands-on DevOps experience with one or more of the following enterprise development tools: Version Control (GIT/Bitbucket), Build Orchestration (Jenkins), Code Quality (SonarQube and pytest Unit Testing), Artifact Management (Artifactory) and Deployment (Ansible)
Desired Qualifications
* Experience developing Gen AI training and RAG platform with open-source model, inferencing & servicing capabilities, MCP modules etc..
Skills:
* Application Development
* Automation
* Influence
* Solution Design
* Technical Strategy Development
* Architecture
* Business Acumen
* DevOps Practices
* Result Orientation
* Solution Delivery Process
* Analytical Thinking
* Collaboration
* Data Management
* Risk Management
* Test Engineering
Shift:
1st shift (United States of America)
Hours Per Week:
40
$89k-114k yearly est. 16d ago
Corporate Finance - Tax Asset Class Controller Analyst
Jpmorgan Chase 4.8
Newark, DE job
**Corporate Finance: Tax Asset Class Controller - Analyst** The Firmwide Financial Control (FFC) is a global Organization accountable for the integrity of the books and records of the Firm and leading large-scale data, infrastructure, accounting standard and business process change management events. The organization closely examines the general ledger, operating systems and infrastructure controls across all businesses to ensure the firm's financial information is accurately depicted for reporting and regulation purposes.
This role, specifically on the Tax Asset Class Control (Tax ACC) team within the FFC organization, follows the guidelines above, with a focus on the data surrounding Tax. The common functions and activities owned by Tax ACC include but are not limited to the following: extracting the raw data from various systems, calculation of tax related to Equity products such as stocks, bonds, & derivatives, balance sheet reconciliation and substantiation, manual accounting/bookings to the general ledger, audit support for the Corporate Tax Organization, and executing the month end close in regards to timely tax postings and reporting.
**Responsibilities:**
+ Support Corporate Tax Organization by understanding general ledger data, end-to-end product system flow, various types of taxes across regions and countries, and postings to the general ledger
+ Support Lines of Business (CIB, AWM, CCB) across the firm covering tax on products to ensure appropriate reconciliations, controls, and governances are in place.
+ Work closely with line of business controllers, product controllers, corporate tax, & project managers.
+ Partner with various FFC teams globally to centralize Tax related activities to Tax ACC
+ Manage month end, quarter end, and year end activities related to Tax postings in the general ledger
+ Hands-on engagement in multiple projects, which includes proactively identifying process enhancements and work with stakeholders enact change in a timely manner
+ Perform various control procedures & reconciliations to ensure the integrity of reported financials
**Requirements:**
+ Basic understanding of financial products such as stocks, bonds, & derivatives
+ Basic understanding of general accounting concepts
+ 1-3 years accounting or industry experience preferred
+ Bachelor's degree in Accounting, Finance, or Business (or equivalent experience)
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
$62k-89k yearly est. 50d ago
Business UAT Analyst I - Campaign Testing - BILINGUAL SPANISH REQUIRED
Jpmorganchase 4.8
Wilmington, DE job
Join the team that makes every Chase Card campaign shine! As a Business UAT Analyst, you'll be the quality champion behind the scenes, ensuring our marketing messages wow customers-whether they land in a mailbox or pop up online.
As the Business UAT Analyst I - Campaign Testing within the Card marketing validation team, you will be responsible for developing and maintaining test scenarios, test plans, and test cases used for testing. You will collaborate with Card Marketing, Marketing Channel Execution, and Card Legal, Compliance, and Controls teams to ensure marketing materials are accurate, compliant, and functional. Your role will involve creating testing strategies, preparing test cases, conducting testing, and reviewing results for final campaign manager sign-off. You will interact with campaign management, project management, and development teams to develop a strong understanding of the project/campaign and testing objectives.
Job responsibilities
Interact with campaign management, project management and development teams to develop a strong understanding of the project/campaign and testing objectives.
Develop and lead the test strategy/effort and generate scripts to perform testing cycles both manual and using automation.
Review campaign requirements, specifications, user documentation, help files, and other project documentation - job aids/procedures to assure quality of the test suites to be developed.
Collaborate with appropriate business and technology leads to determine the acceptable range for test results and performance.
Ensure proper version control and configuration management of all test objects developed and test environments used.
Create and maintain the job aids & procedures associated with the testing standards and used by Card marketing validation team.
Support production deployment of campaigns and perform validation testing during the off-hours/weekend release windows.
Identify process gaps and streamline processes to improve efficiency.
Required qualifications, capabilities, and skills
Possess Bilingual Spanish capabilities
Minimum 4 years of experience in E2E campaign testing across emails, Direct mail, microsites with strong collaboration, project management skills
Experience in campaign processes and ability to understand various channels of communications to customers with strong attention to detail and problem solving skills.
Experience in execution of automated test suites with hands - on experience in both waterfall and Agile SDLC models
Knowledge and experience on JIRA tool with data extraction and data driven insights for process efficiencies
Proven ability to manage and prioritize multiple, diverse projects simultaneously.
Excellent verbal and written communication skills to co-ordinate effectively with partners, project & testing teams and bridge the communication gaps.
Excellent problem solving, interpersonal communication , project and time management skills while being extremely detail oriented