Finance Analyst jobs at Capital One

The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views. The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program. **Specific Responsibilities** + Construct analytics to ensure quick turnaround times for full-service requests across major channels. + Manage offshore channel analytics, escalating to specialists for client calls as needed. + Support program expansion into Canada by handling increased volume of full-service analytics. + Collate data from multiple sources and perform data manipulation for program-related content. + Assist team members with updating and producing timely intellectual capital content. + Distribute and discuss data-driven content across the organization, supporting program growth. + Respond to data requests and collaboration opportunities from other teams in a timely manner. + Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists. **Preferred Qualifications** + 3+ years' work experience, ideally involving client interaction. + Demonstrated record of academic and professional achievement. + Ability to work effectively within a highly motivated and hard-working team as well as on own initiative. + Strong communication skills (written and oral). + Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes. + Ability to interact with colleagues at all levels. + Ability to create & articulate compelling, thoughtful and creative presentation materials. + Accuracy and attention to detail is essential with strong analytical acumen. + Strong technical skills, including a proficiency in PowerPoint, Excel and Word. + High intellectual aptitude. 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 **Base Pay/Salary** New York,NY $110,000.00 - $130,000.00 / year

JobID: 210675536 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $110,000.00-$130,000.00 The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views. The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program. Specific Responsibilities * Construct analytics to ensure quick turnaround times for full-service requests across major channels. * Manage offshore channel analytics, escalating to specialists for client calls as needed. * Support program expansion into Canada by handling increased volume of full-service analytics. * Collate data from multiple sources and perform data manipulation for program-related content. * Assist team members with updating and producing timely intellectual capital content. * Distribute and discuss data-driven content across the organization, supporting program growth. * Respond to data requests and collaboration opportunities from other teams in a timely manner. * Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists. Preferred Qualifications * 3+ years' work experience, ideally involving client interaction. * Demonstrated record of academic and professional achievement. * Ability to work effectively within a highly motivated and hard-working team as well as on own initiative. * Strong communication skills (written and oral). * Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes. * Ability to interact with colleagues at all levels. * Ability to create & articulate compelling, thoughtful and creative presentation materials. * Accuracy and attention to detail is essential with strong analytical acumen. * Strong technical skills, including a proficiency in PowerPoint, Excel and Word. * High intellectual aptitude.

The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views. The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program. Specific Responsibilities Construct analytics to ensure quick turnaround times for full-service requests across major channels. Manage offshore channel analytics, escalating to specialists for client calls as needed. Support program expansion into Canada by handling increased volume of full-service analytics. Collate data from multiple sources and perform data manipulation for program-related content. Assist team members with updating and producing timely intellectual capital content. Distribute and discuss data-driven content across the organization, supporting program growth. Respond to data requests and collaboration opportunities from other teams in a timely manner. Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists. Preferred Qualifications 3+ years' work experience, ideally involving client interaction. Demonstrated record of academic and professional achievement. Ability to work effectively within a highly motivated and hard-working team as well as on own initiative. Strong communication skills (written and oral). Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes. Ability to interact with colleagues at all levels. Ability to create & articulate compelling, thoughtful and creative presentation materials. Accuracy and attention to detail is essential with strong analytical acumen. Strong technical skills, including a proficiency in PowerPoint, Excel and Word. High intellectual aptitude.

JobID: 210656031 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $83,600.00-$115,000.00 Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies. As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. Job responsibilities * Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports * Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics * Create financial business cases supporting business initiatives * Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area * Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management * Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets * Help design new reports and dashboards to efficiently deliver the financial results to senior management * Enhance controls and streamline processes, introducing automation where possible Required qualifications, capabilities, and skills * Bachelor's degree in Accounting, Finance or a subject of a technical nature * 3+ years of work experience in Financial Services, and/or accounting/controller background * Advanced skills in Excel and PowerPoint * Proficiency with data mining/gathering and manipulation of data sets * Inquisitive, enthusiastic and diligent, and capable of challenging peers * Strong verbal and written communication skills, with the ability to articulate complex issues clearly * Ability to create ad hoc reporting for senior management * Proven track record for executing on special projects / assignments with little lead time or information * Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills * Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams * Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

Business Management optimizes business performances by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business. This is a time-pressured and high-profile position which is instrumental in assisting/advising senior management and in coordinating the deployment of the bank's corporate resources to address strategic and tactical objectives. The main aim of a Business Manager is to: Implement new business strategy, strategic initiatives or platforms, including aligning department and support groups (Finance, Tech, Ops, Legal, Compliance) Optimize 'bottom line' business performance by driving key initiatives (fees, cost base, RWA and capital utilization) Identify, escalate and mitigate business risks that could impair our ability to do business: e.g. legal, tax, regulatory, capacity issues, extraordinary transaction costs Analyze financial performance, including expenses; identify productivity initiatives and drive implementation Partner with the business, Operations and Technology in the definition of future workflows and implementation of related technology and infrastructure projects to prepare the business to meet the requirements of an ever evolving market structure Partner with the relevant external service/ infrastructure providers Business representation in respective internal/external working groups This position will be specifically supporting the Home Lending Operations business, working closely with the business to identify and track operational efficiencies Responsible for managing a small number of local/international employees Qualifications Bachelor's degree in Business, Finance, Economics, or other related area Previous product knowledge and/or prior Business Management or COO experience Energetic and dynamic in style Highly motivated self-starter with excellent time management/prioritization skills Present well to senior and global business heads Able to forge strong internal relationships across a broad range of functions Self-motivated, tenacious and able to work with high degree of independence Excellent written and oral communication skills Able to both define and deliver to conclusion a strategic agenda across multiple groups Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Excellent project management and organizational skills Attention to detail with logical thought process 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

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies. As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. Job responsibilities Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics Create financial business cases supporting business initiatives Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets Help design new reports and dashboards to efficiently deliver the financial results to senior management Enhance controls and streamline processes, introducing automation where possible Required qualifications, capabilities, and skills Bachelor's degree in Accounting, Finance or a subject of a technical nature 3+ years of work experience in Financial Services, and/or accounting/controller background Advanced skills in Excel and PowerPoint Proficiency with data mining/gathering and manipulation of data sets Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills, with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management Proven track record for executing on special projects / assignments with little lead time or information Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records, with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. Some of the most common functions and activities that are owned by Financial Controllers are balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting & governance, inter-entity control & governance, manual accounting / bookings to the GL, and operating systems and the month end close process and coordination. As a Financial Controller - Senior Associate within Corporate Controllers, you will be responsible for the balance sheet reconciliation and substantiation, as well as reporting controls, and the month end close process and coordination. Job responsibilities: Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business Required qualifications, capabilities, and skills: Bachelor's degree in accounting 4 years of general ledger experience including financial reporting and month end close responsibilities Comfortable liaising with business and risk managers Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems Strong analytical skills; able to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies Excellent desktop/spreadsheet/database skills Excellent organizational and problem-solving skills Excellent verbal and written communication skills Able to multi-task in a constantly changing environment Able to critically challenge with the goal of identifying control issues

Join JPMorgan Chase's Corporate Controllers team! JPMorgan Chase's Corporate Controllers is a global organization of approximately 2,000 professionals, operating through a partnership among Corporate Accounting Policies, Corporate Regulatory Policy & Reporting, Corporate Financial Reporting, Corporate Sector Accounting, Global Finance Operations, Global Finance India, and Finance Platform Strategy & Controls. Together, we ensure the integrity of JPMorgan Chase's consolidated books and records, as well as the results of individual legal entities within the Firm. Our focus areas include accounting, financial controls, systems, and reporting. As a Financial Controller - Associate within Corporate Controllers, you will support Corporate HR accounting, Diversity, Opportunity, and Inclusion (DOI) accounting, and other HR accounting activities. **Job Responsibilities:** + Ensure the accuracy and validity of general ledger accounts, adhering to firmwide General Ledger Reconciliation & Substantiation (GLRS) standards. + Maintain robust P&L and Balance Sheet controls, identifying and implementing opportunities for process efficiency. + Analyze, communicate, and resolve material variances between the general ledger and upstream systems. + Manage monthly accounting processes, reporting, and analysis for supported areas; develop a comprehensive understanding of global balance sheets. + Lead and execute complex accounting projects and transactions. + Develop, document, and ensure compliance with policies and procedures for managed areas. + Present financial information in accordance with US GAAP and Firm policies and provide timely and accurate financial information to management. + Support internal and external audit activities with a strong controls mindset. + Build and maintain effective relationships with internal stakeholders (e.g., Planning & Analysis, HR, Sourcing, Procurement, Accounts Payable, Corporate Tax, Legal Entity Controllers). + Lead process improvement initiatives. + Maintain effective communication across a global organization. **Required qualifications, capabilities, and skills:** + Bachelor's degree required + 3 years relevant experience in financial accounting, with demonstrated career progression + Experience with general ledger bookings, financial reporting, and oversight of monthly close processes, including balance sheet reconciliation, journal entries, and variance analysis; strong knowledge of US GAAP accounting standards + Proven ability to interface with various partners and customers; strong interpersonal and presentation skills + Strong analytical and financial skills, with a track record of execution against deliverables; ability to critically challenge processes to identify control issues; structured mindset with a focus on continuous improvement + Creative self-starter with strong initiative; able to take ownership and work independently as well as collaboratively within a team; excellent organizational, problem-solving, verbal, and written communication skills + Proficient in desktop, spreadsheet, and database applications **Preferred qualifications, capabilities, and skills:** + Accounting degree preferred + CPA certification, Big Four public accounting experience, or large corporate experience + Experience with process improvement, automation, or intelligent solutions 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

Join JPMorgan Chase's Corporate Controllers team! JPMorgan Chase's Corporate Controllers is a global organization of approximately 2,000 professionals, operating through a partnership among Corporate Accounting Policies, Corporate Regulatory Policy & Reporting, Corporate Financial Reporting, Corporate Sector Accounting, Global Finance Operations, Global Finance India, and Finance Platform Strategy & Controls. Together, we ensure the integrity of JPMorgan Chase's consolidated books and records, as well as the results of individual legal entities within the Firm. Our focus areas include accounting, financial controls, systems, and reporting. As a Financial Controller - Associate within Corporate Controllers, you will support Corporate HR accounting, Diversity, Opportunity, and Inclusion (DOI) accounting, and other HR accounting activities. Job Responsibilities: Ensure the accuracy and validity of general ledger accounts, adhering to firmwide General Ledger Reconciliation & Substantiation (GLRS) standards. Maintain robust P&L and Balance Sheet controls, identifying and implementing opportunities for process efficiency. Analyze, communicate, and resolve material variances between the general ledger and upstream systems. Manage monthly accounting processes, reporting, and analysis for supported areas; develop a comprehensive understanding of global balance sheets. Lead and execute complex accounting projects and transactions. Develop, document, and ensure compliance with policies and procedures for managed areas. Present financial information in accordance with US GAAP and Firm policies and provide timely and accurate financial information to management. Support internal and external audit activities with a strong controls mindset. Build and maintain effective relationships with internal stakeholders (e.g., Planning & Analysis, HR, Sourcing, Procurement, Accounts Payable, Corporate Tax, Legal Entity Controllers). Lead process improvement initiatives. Maintain effective communication across a global organization. Required qualifications, capabilities, and skills: Bachelor's degree required 3 years relevant experience in financial accounting, with demonstrated career progression Experience with general ledger bookings, financial reporting, and oversight of monthly close processes, including balance sheet reconciliation, journal entries, and variance analysis; strong knowledge of US GAAP accounting standards Proven ability to interface with various partners and customers; strong interpersonal and presentation skills Strong analytical and financial skills, with a track record of execution against deliverables; ability to critically challenge processes to identify control issues; structured mindset with a focus on continuous improvement Creative self-starter with strong initiative; able to take ownership and work independently as well as collaboratively within a team; excellent organizational, problem-solving, verbal, and written communication skills Proficient in desktop, spreadsheet, and database applications Preferred qualifications, capabilities, and skills: Accounting degree preferred CPA certification, Big Four public accounting experience, or large corporate experience Experience with process improvement, automation, or intelligent solutions

Charlotte, North Carolina, United States **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **Job Description:** 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! **Responsibilities** + Apply quantitative models and techniques in order to address and resolve concrete financial problems. + Utilize advanced quantitative techniques and tools, such as, statistical analysis and linear regressions, as needed. + Develop emerging risk assessments, analyze counterparty credit risk scenarios and model key risk factors. + Conduct research and analysis to provide a micro view of risk management in a particular counterparty or country and a macro view of risk exposures for the bank. + Assess market trends and provide quantitative data for internal stakeholders and regulators. + Apply quantitative knowledge to specific financial challenges and regulatory projects. + Prepare developmental evidence and document to support internal requests and external regulatory exams. + Perform in-depth analysis on the bank's risk model results using various quantitative tools including back testing, benchmarking, and sensitivity analysis. + Perform counterparty exposure management techniques, such as potential future exposure, stress testing, and wrong way risk. + Develop product-specific analytics to measure and monitor risk calculations. + Coordinate efforts across teams and lines of business to enhance existing credit and market risk analysis tools. + Perform quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, econometrics, predictive modeling, linear regressions, and Machine Learning. + Analyze and evaluate large and complex economic and financial datasets with analytical tools of Python, SQL, and R. + Utilize Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, run simulations, and aggregate the model results to generate comprehensive model outputs and benchmarks. + Leverage data analytics and visualization tools including Tableau, Alteryx, R, and Jupyter Notebook to build easy-access analytical capabilities and insightful reporting for the management. + Utilize Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience** + Master's degree or equivalent in Business Analytics, Mathematical Economics, Technology (any), Engineering, Statistics or related: and + 1 year of experience in the job offered or a related Quantitative occupation. + Must include 1 year of experience in: + Performing quantitative modeling by utilizing advanced quantitative techniques and tools of statistical analysis, econometrics, predictive modeling, linear regressions, and Machine Learning; + Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python, SQL, and R; + Utilizing Python, PySpark, and SQL to conduct data analysis, estimate model coefficients, run simulations, and aggregate the model results to generate comprehensive model outputs and benchmarks; + Leveraging data analytics and visualization tools including Tableau, Alteryx, R, and Jupyter Notebook to build easy-access analytical capabilities and insightful reporting for the management; and, + Utilizing Latex to produce technical reports of publication quality with academic rigor and comprehensive risk coverage to support internal reviews and assess with stakeholders. If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number. EMPLOYER: Bank of America N.A. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. **Job Responsibilities** + Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone + Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs + Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions + Document all client interactions and meeting all regulatory requirements around these activities **Required qualifications, capabilities, and skills** + Strong compliance record in prior position(s) and ability to hold a registration in all 50 states + Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment + Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change + Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships **Preferred qualifications, capabilities, and skills** + Bachelor's degree preferred or equivalent experience + 2 years of relevant financial services or brokerage experience + Flexibility, self-motivation, coachability, and passionate for helping people + Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base **Additional information** + Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. + Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days) 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

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry. Job Responsibilities Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions Document all client interactions and meeting all regulatory requirements around these activities Required qualifications, capabilities, and skills Strong compliance record in prior position(s) and ability to hold a registration in all 50 states Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships Preferred qualifications, capabilities, and skills Bachelor's degree preferred or equivalent experience 2 years of relevant financial services or brokerage experience Flexibility, self-motivation, coachability, and passionate for helping people Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base Additional information Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days. Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)

Are you ready to make an impact in a global financial powerhouse? At JPMorgan Chase, we offer you the opportunity to be part of a dynamic team that ensures the financial integrity of our vast real estate portfolio. As a Global Real Estate Financial Controller Analyst, you will play a crucial role in managing construction accounting for over 80 million square feet of corporate office and banking center space. Join us and contribute to the accuracy, integrity, and timeliness of our financials, while collaborating with internal and external partners to drive success. As a Global Real Estate Financial Controller Analyst in the Corporate Sector Controllers team, you will ensure the accuracy and compliance of financial transactions related to real estate projects. You will collaborate with business partners, perform month-end close responsibilities, and support audit activities, all while maintaining effective communication across our global organization. Together, we will drive financial excellence and innovation in a fast-paced environment. Job Responsibilities: Conduct financial reviews on capital project expenditures to ensure compliance with GAAP and Firm policies. Perform month-end close responsibilities, including journal entries and financial analysis. Reconcile projects and accounts monthly, investigate variances, and provide explanations. Establish and maintain relationships with business partners to resolve outstanding items. Maintain accurate documentation to support transaction processing in compliance with accounting practices. Perform ad hoc analysis or other responsibilities as assigned by the manager. Identify exceptions to standards, determine underlying causes, and escalate as appropriate. Support internal and external audit activities with a controls mindset. Maintain effective communication lines across a global organization. Required Qualifications, Capabilities, and Skills: Bachelor's degree in Accounting, Finance, Business, or equivalent. Minimum 1 year of relevant experience in accounting or finance. Strong US GAAP accounting knowledge. Strong analytical and financial skills with a track record of execution against deliverables. Strong attention to detail and a structured mindset with process improvement and innovative thinking. Self-starter with initiative, ability to take ownership and work independently. Ability to multi-task, work collaboratively, and succeed in a fast-paced environment. Strong interpersonal, oral, and written communication skills. Proficient in Microsoft Excel. Preferred Qualifications, Capabilities, and Skills: Experience with automated financial systems (SAP) and worksheet modeling tools (Excel). Experience in real estate construction accounting. Familiarity with financial controls and reporting. Ability to establish and maintain effective relationships with business partners. Experience in supporting audit activities and inquiries. Innovative thinking and process improvement mindset. Ability to work effectively in a global organization.

Are you ready to make an impact in a global financial powerhouse? At JPMorgan Chase, we offer you the opportunity to be part of a dynamic team that ensures the financial integrity of our vast real estate portfolio. As a Global Real Estate Financial Controller Analyst, you will play a crucial role in managing construction accounting for over 80 million square feet of corporate office and banking center space. Join us and contribute to the accuracy, integrity, and timeliness of our financials, while collaborating with internal and external partners to drive success. As a Global Real Estate Financial Controller Analyst in the Corporate Sector Controllers team, you will ensure the accuracy and compliance of financial transactions related to real estate projects. You will collaborate with business partners, perform month-end close responsibilities, and support audit activities, all while maintaining effective communication across our global organization. Together, we will drive financial excellence and innovation in a fast-paced environment. **Job Responsibilities:** + Conduct financial reviews on capital project expenditures to ensure compliance with GAAP and Firm policies. + Perform month-end close responsibilities, including journal entries and financial analysis. + Reconcile projects and accounts monthly, investigate variances, and provide explanations. + Establish and maintain relationships with business partners to resolve outstanding items. + Maintain accurate documentation to support transaction processing in compliance with accounting practices. + Perform ad hoc analysis or other responsibilities as assigned by the manager. + Identify exceptions to standards, determine underlying causes, and escalate as appropriate. + Support internal and external audit activities with a controls mindset. + Maintain effective communication lines across a global organization. **Required Qualifications, Capabilities, and Skills:** + Bachelor's degree in Accounting, Finance, Business, or equivalent. + Minimum 1 year of relevant experience in accounting or finance. + Strong US GAAP accounting knowledge. + Strong analytical and financial skills with a track record of execution against deliverables. + Strong attention to detail and a structured mindset with process improvement and innovative thinking. + Self-starter with initiative, ability to take ownership and work independently. + Ability to multi-task, work collaboratively, and succeed in a fast-paced environment. + Strong interpersonal, oral, and written communication skills. + Proficient in Microsoft Excel. **Preferred Qualifications, Capabilities, and Skills:** + Experience with automated financial systems (SAP) and worksheet modeling tools (Excel). + Experience in real estate construction accounting. + Familiarity with financial controls and reporting. + Ability to establish and maintain effective relationships with business partners. + Experience in supporting audit activities and inquiries. + Innovative thinking and process improvement mindset. + Ability to work effectively in a global organization. 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

JobID: 210674552 JobSchedule: Full time JobShift: Day : Are you ready to make an impact in a global financial powerhouse? At JPMorgan Chase, we offer you the opportunity to be part of a dynamic team that ensures the financial integrity of our vast real estate portfolio. As a Global Real Estate Financial Controller Analyst, you will play a crucial role in managing construction accounting for over 80 million square feet of corporate office and banking center space. Join us and contribute to the accuracy, integrity, and timeliness of our financials, while collaborating with internal and external partners to drive success. As a Global Real Estate Financial Controller Analyst in the Corporate Sector Controllers team, you will ensure the accuracy and compliance of financial transactions related to real estate projects. You will collaborate with business partners, perform month-end close responsibilities, and support audit activities, all while maintaining effective communication across our global organization. Together, we will drive financial excellence and innovation in a fast-paced environment. Job Responsibilities: * Conduct financial reviews on capital project expenditures to ensure compliance with GAAP and Firm policies. * Perform month-end close responsibilities, including journal entries and financial analysis. * Reconcile projects and accounts monthly, investigate variances, and provide explanations. * Establish and maintain relationships with business partners to resolve outstanding items. * Maintain accurate documentation to support transaction processing in compliance with accounting practices. * Perform ad hoc analysis or other responsibilities as assigned by the manager. * Identify exceptions to standards, determine underlying causes, and escalate as appropriate. * Support internal and external audit activities with a controls mindset. * Maintain effective communication lines across a global organization. Required Qualifications, Capabilities, and Skills: * Bachelor's degree in Accounting, Finance, Business, or equivalent. * Minimum 1 year of relevant experience in accounting or finance. * Strong US GAAP accounting knowledge. * Strong analytical and financial skills with a track record of execution against deliverables. * Strong attention to detail and a structured mindset with process improvement and innovative thinking. * Self-starter with initiative, ability to take ownership and work independently. * Ability to multi-task, work collaboratively, and succeed in a fast-paced environment. * Strong interpersonal, oral, and written communication skills. * Proficient in Microsoft Excel. Preferred Qualifications, Capabilities, and Skills: * Experience with automated financial systems (SAP) and worksheet modeling tools (Excel). * Experience in real estate construction accounting. * Familiarity with financial controls and reporting. * Ability to establish and maintain effective relationships with business partners. * Experience in supporting audit activities and inquiries. * Innovative thinking and process improvement mindset. * Ability to work effectively in a global organization.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The position will support Global Treasury Management revenue portfolios. The individual who fills this position will be responsible for managing the financial processes around the analysis, planning, reporting, and decision-making for the TM products. Role will partner closely with TM organization and other business line groups to provide financial analyses related to TM product performance, forecasting, ad hoc analysis for business case development and custom financial analyses and internal consulting for all levels of management. Develops and maintains spreadsheets and statistical models for financial analysis. Prepares a variety of management presentations for finance and business line reviews. Researches and resolves problems and errors in data from financial reporting systems. May provide assistance in the development of financial applications. Basic Qualifications * Bachelor's degree, or equivalent work experience * Typically three or more years of related experience Preferred Skills/Experience * PowerBI experience * Tableau experience * Working knowledge of financial analysis techniques and general accounting procedures * Well-developed mathematical and analytical skills * Thorough knowledge in financial analysis, forecasting, and planning * Ability to identify and resolve exceptions and to analyze data * Strong technical skills related to data mining and visualization tools * Master's degree preferred Location expectations This role requires working from a U.S. Bank location three (3) or more days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Business Management optimizes business performances by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business. This is a time-pressured and high-profile position which is instrumental in assisting/advising senior management and in coordinating the deployment of the bank's corporate resources to address strategic and tactical objectives. The main aim of a Business Manager is to: Implement new business strategy, strategic initiatives or platforms, including aligning department and support groups (Finance, Tech, Ops, Legal, Compliance) Optimize 'bottom line' business performance by driving key initiatives (fees, cost base, RWA and capital utilization) Identify, escalate and mitigate business risks that could impair our ability to do business: e.g. legal, tax, regulatory, capacity issues, extraordinary transaction costs Analyze financial performance, including expenses; identify productivity initiatives and drive implementation Partner with the business, Operations and Technology in the definition of future workflows and implementation of related technology and infrastructure projects to prepare the business to meet the requirements of an ever evolving market structure Partner with the relevant external service/ infrastructure providers Business representation in respective internal/external working groups This position will be specifically supporting the Home Lending Operations business, working closely with the business to identify and track operational efficiencies Responsible for managing a small number of local/international employees Qualifications Bachelor's degree in Business, Finance, Economics, or other related area Previous product knowledge and/or prior Business Management or COO experience Energetic and dynamic in style Highly motivated self-starter with excellent time management/prioritization skills Present well to senior and global business heads Able to forge strong internal relationships across a broad range of functions Self-motivated, tenacious and able to work with high degree of independence Excellent written and oral communication skills Able to both define and deliver to conclusion a strategic agenda across multiple groups Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Excellent project management and organizational skills Attention to detail with logical thought process

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** U.S. Bank ("USB") is looking for an Investment Analyst to join the private markets investment team. The Private Markets team is responsible for sourcing, conducting diligence, monitoring and merchandizing of private market investment opportunities (e.g. private equity, venture capital, private debt and private real assets) for the various client segments that include institutions, and ultra-high-net-worth and high-net-worth individuals and families. The team is also in the process of building and launching co-mingled private equity funds. This is an opportunity to join an active and rapidly growing private markets program within one of the most respected financial institutions in the industry. The individual will report to the Head of Private Markets and participate in the design and execution of an industry leading private markets program that invests across primary, secondary and direct opportunities. The individual will also be an integral part of the team and will play an important role in sourcing, evaluating, recommending, monitoring, and presenting investment ideas. **Key Responsibilities:** + Collaborate with private markets team members to source and evaluate investment opportunities + Support or co-lead due diligence efforts on private market investments. Responsible for analyzing targets under review for investment, as well as constructing the accompanying financial models and presentations in support of investment decisions + Prepare investment thesis, due diligence reports and investment memos and present to deal team and investment committees + Develop/maintain relationships with internal portfolio managers, intermediaries and private market general partners + Work with legal, product and operations teams within USB when negotiating on prospective and ongoing investments. Communicate with Portfolio Managers to gather and/or clarify client-specific data for reporting + Prepare presentation materials for clients across various business segments + Monitor existing investments. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner + Provide research and analytical support to the private markets team and for ad-hoc requests + Track private market industry to provide guidance and narrative on what is occurring in those markets and how it relates to USB's investment views + Participate in client and prospect meetings and provide marketing support to internal portfolio managers + Assist in mentoring and developing interns and other analysts + Actively work with financial databases such as FactSet, Pitchbook, Private-I, and Preqin **Basic Qualifications:** - Bachelor's degree in business, finance and/or similar technical field; pre-MBA - Two to Five years of private market investment and research experience **Preferred Skills/Experience:** - Two to Five years of investment experience - private equity, investment banking, investment management, or consulting experience preferred - Strong understanding of investment management technical and fundamental analysis - Proficient in quantitative analysis and financial modeling - Good understanding of the economy and market conditions and the impact on differing investment styles and strategies - Ability to work independently as well as contribute to a team. Draft investment recommendations and present to the Investment Committee, as directed and when appropriate - Strong analytical skills - Strong Excel skills - Strong verbal and written communication skills. Draft client communications, letters and presentations with high levels of professional institutional quality If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bank ("USB") is looking for an Investment Analyst to join the private markets investment team. The Private Markets team is responsible for sourcing, conducting diligence, monitoring and merchandizing of private market investment opportunities (e.g. private equity, venture capital, private debt and private real assets) for the various client segments that include institutions, and ultra-high-net-worth and high-net-worth individuals and families. The team is also in the process of building and launching co-mingled private equity funds. This is an opportunity to join an active and rapidly growing private markets program within one of the most respected financial institutions in the industry. The individual will report to the Head of Private Markets and participate in the design and execution of an industry leading private markets program that invests across primary, secondary and direct opportunities. The individual will also be an integral part of the team and will play an important role in sourcing, evaluating, recommending, monitoring, and presenting investment ideas. Key Responsibilities: * Collaborate with private markets team members to source and evaluate investment opportunities * Support or co-lead due diligence efforts on private market investments. Responsible for analyzing targets under review for investment, as well as constructing the accompanying financial models and presentations in support of investment decisions * Prepare investment thesis, due diligence reports and investment memos and present to deal team and investment committees * Develop/maintain relationships with internal portfolio managers, intermediaries and private market general partners * Work with legal, product and operations teams within USB when negotiating on prospective and ongoing investments. Communicate with Portfolio Managers to gather and/or clarify client-specific data for reporting * Prepare presentation materials for clients across various business segments * Monitor existing investments. Closely examine and monitor developments at investment management firms and notify clients of critical issues in an accurate and timely manner * Provide research and analytical support to the private markets team and for ad-hoc requests * Track private market industry to provide guidance and narrative on what is occurring in those markets and how it relates to USB's investment views * Participate in client and prospect meetings and provide marketing support to internal portfolio managers * Assist in mentoring and developing interns and other analysts * Actively work with financial databases such as FactSet, Pitchbook, Private-I, and Preqin Basic Qualifications: * Bachelor's degree in business, finance and/or similar technical field; pre-MBA * Two to Five years of private market investment and research experience Preferred Skills/Experience: * Two to Five years of investment experience - private equity, investment banking, investment management, or consulting experience preferred * Strong understanding of investment management technical and fundamental analysis * Proficient in quantitative analysis and financial modeling * Good understanding of the economy and market conditions and the impact on differing investment styles and strategies * Ability to work independently as well as contribute to a team. Draft investment recommendations and present to the Investment Committee, as directed and when appropriate * Strong analytical skills * Strong Excel skills * Strong verbal and written communication skills. Draft client communications, letters and presentations with high levels of professional institutional quality If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,725.00 - $138,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.