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Associate Analyst jobs at Citi - 62 jobs

  • AWM, Portfolio Insights Analyst

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    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
    $110k-130k yearly 60d+ ago
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  • AWM, Portfolio Insights Analyst

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    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.
    $60k-84k yearly est. Auto-Apply 60d+ ago
  • Sales Engagement Product Analyst

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    We are looking for a highly skilled and motivated Senior Product Associate for Sales Engagement within the Home Lending Product Team. In this role, you will bring your skill, experience, and facilitate innovation to create a best-in-class Sales team experience with a specific focus on driving cutting-edge AI tools and services. You will work with senior members of our team ensuring a successful delivery and implementation. This position requires entrepreneurial mindset, excellent communication skills, goal oriented attitude, ability to interface directly with internal stakeholders & vendors in understanding and influencing product feature delivery. As a Senior Product Associate in Home Lending, you will facilitate feature delivery in partnership with business stakeholders, design, architecture, engineering, and area product colleagues to create the best experience possible for our Sales teams and customers. You will partner with cross-functional teams to deliver transformative solutions - showcasing your attention to detail in developing story maps that support feature requirements and acceptance criteria that are foundational in delivering best-in-class products. Job responsibilities Develop concise user stories and process flows that support the design and development of the Chase MyHome product Collaborate with feature teams and architects to translate business requirements into actionable stories, technical specifications, and design documents. Ensure that requirements meet the complex nature of the business while always focusing on the end user experience Support testing cycles (User Acceptance Testing, Regression, system, Prod Checkout) Apply critical thinking to identify and develop new ideas / innovations that will add value to the business and team Required qualifications, capabilities and skills 3+ years hands-on experience in product delivery Experience with the Agile product delivery methodology Ability to prioritize multiple tasks and develop strong interdepartmental and cross-functional working relationships within a collaborative team environment Self-driven with ability to work independently with minimal supervision Detail oriented, strong analytical/problem solving skills Ability to work under pressure with time-boxed deliveries Embrace continuous learning and leverages new knowledge to deliver innovative technology and AI solutions that enhance the product and facilitate business value Familiarity with Customer Relationship Management services Bachelor's degree required Preferred qualifications, capabilities and skills Mortgage Industry, Home Lending, Real Estate experience is preferred
    $58k-78k yearly est. Auto-Apply 7d ago
  • Sales Engagement Product Analyst

    Jpmorgan Chase Bank, N.A 4.8company rating

    Columbus, OH jobs

    We are looking for a highly skilled and motivated Senior Product Associate for Sales Engagement within the Home Lending Product Team. In this role, you will bring your skill, experience, and facilitate innovation to create a best-in-class Sales team experience with a specific focus on driving cutting-edge AI tools and services. You will work with senior members of our team ensuring a successful delivery and implementation. This position requires entrepreneurial mindset, excellent communication skills, goal oriented attitude, ability to interface directly with internal stakeholders & vendors in understanding and influencing product feature delivery. As a Senior Product Associate in Home Lending, you will facilitate feature delivery in partnership with business stakeholders, design, architecture, engineering, and area product colleagues to create the best experience possible for our Sales teams and customers. You will partner with cross-functional teams to deliver transformative solutions - showcasing your attention to detail in developing story maps that support feature requirements and acceptance criteria that are foundational in delivering best-in-class products. Job responsibilities Develop concise user stories and process flows that support the design and development of the Chase MyHome product Collaborate with feature teams and architects to translate business requirements into actionable stories, technical specifications, and design documents. Ensure that requirements meet the complex nature of the business while always focusing on the end user experience Support testing cycles (User Acceptance Testing, Regression, system, Prod Checkout) Apply critical thinking to identify and develop new ideas / innovations that will add value to the business and team Required qualifications, capabilities and skills 3+ years hands-on experience in product delivery Experience with the Agile product delivery methodology Ability to prioritize multiple tasks and develop strong interdepartmental and cross-functional working relationships within a collaborative team environment Self-driven with ability to work independently with minimal supervision Detail oriented, strong analytical/problem solving skills Ability to work under pressure with time-boxed deliveries Embrace continuous learning and leverages new knowledge to deliver innovative technology and AI solutions that enhance the product and facilitate business value Familiarity with Customer Relationship Management services Bachelor's degree required Preferred qualifications, capabilities and skills Mortgage Industry, Home Lending, Real Estate experience is preferred 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
    $58k-78k yearly est. 6d ago
  • Sales Engagement Product Analyst

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210703668 JobSchedule: Full time JobShift: : We are looking for a highly skilled and motivated Senior Product Associate for Sales Engagement within the Home Lending Product Team. In this role, you will bring your skill, experience, and facilitate innovation to create a best-in-class Sales team experience with a specific focus on driving cutting-edge AI tools and services. You will work with senior members of our team ensuring a successful delivery and implementation. This position requires entrepreneurial mindset, excellent communication skills, goal oriented attitude, ability to interface directly with internal stakeholders & vendors in understanding and influencing product feature delivery. As a Senior Product Associate in Home Lending, you will facilitate feature delivery in partnership with business stakeholders, design, architecture, engineering, and area product colleagues to create the best experience possible for our Sales teams and customers. You will partner with cross-functional teams to deliver transformative solutions - showcasing your attention to detail in developing story maps that support feature requirements and acceptance criteria that are foundational in delivering best-in-class products. Job responsibilities * Develop concise user stories and process flows that support the design and development of the Chase MyHome product * Collaborate with feature teams and architects to translate business requirements into actionable stories, technical specifications, and design documents. * Ensure that requirements meet the complex nature of the business while always focusing on the end user experience * Support testing cycles (User Acceptance Testing, Regression, system, Prod Checkout) * Apply critical thinking to identify and develop new ideas / innovations that will add value to the business and team Required qualifications, capabilities and skills * 3+ years hands-on experience in product delivery * Experience with the Agile product delivery methodology * Ability to prioritize multiple tasks and develop strong interdepartmental and cross-functional working relationships within a collaborative team environment * Self-driven with ability to work independently with minimal supervision * Detail oriented, strong analytical/problem solving skills * Ability to work under pressure with time-boxed deliveries * Embrace continuous learning and leverages new knowledge to deliver innovative technology and AI solutions that enhance the product and facilitate business value * Familiarity with Customer Relationship Management services * Bachelor's degree required Preferred qualifications, capabilities and skills * Mortgage Industry, Home Lending, Real Estate experience is preferred
    $58k-78k yearly est. Auto-Apply 7d ago
  • Catastrophe Modeling Analyst (Mid-level)

    USAA 4.7company rating

    Remote

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As part of Catastrophe Modeling team in the P&C Catastrophe Risk Management organization, this individual will run catastrophe modeling software, validate that modeled loss results are appropriate for USAA's property and auto lines of business, understand and communicate nuances behind modeled loss results, recommend and apply overlays or adjustments as needed, improve processes, and maintain strong model documentation. This role will work collaboratively with other areas, such as Pricing, State Management, Product Management, Exposure Analytics Team, Underwriting, CFO Forecast & Planning team, and Reinsurance team, to achieve the best possible business solutions to quantify and manage USAA's catastrophe risk. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. What you'll do: Leverages intermediate and some advanced business, analytical and technical knowledge to participate in discussions with cross functional teams to understand and collaborate on business objectives and influence solution strategies. Applies advanced analytical techniques to tackle business problems that are typically medium to large scale with impact to current and/or future business strategy. Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer the business objective and drive the appropriate change. Translates recommendation into communication materials to optimally present to colleagues for peer review and mid-to-upper-level management. Incorporates visualization techniques to support the relevant points of the analysis and ease the understanding for less technical audiences. Identifies and captures the relevant and quality data sources required to fully answer and address the problem for the recommended strategy through testing or exploratory data analysis (EDA). Integrates/transforms disparate data sources and determines the appropriate data hygiene techniques to apply. Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements. Understands and embraces emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions. Delivers analysis/findings in a manner that conveys understanding, influences mid to upper-level management, garners support for recommendations, drives business decisions, and influences business strategy. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline; OR 4 years of related experience in statistics, mathematics or quantitative analytics (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance) OR advanced degree in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline with 2 years experience in data/analytics or functional business experience within the respective industry of responsibility (i.e. P&C, Bank, Finance). Demonstrates proficiency in mathematical and statistical techniques and approaches used to drive fact-based decision-making. Intermediate and some advanced knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. What sets you apart: Advanced Degree in an Engineering field, Climate Science field, Mathematics or Statistics. 4 years of catastrophe model development and/or validation experience, deep understanding of catastrophe models, experience modifying catastrophe models or their output to improve quantification of risk of loss, and/or experience developing/implementing full solutions to quantify catastrophe risk by deploying probabilistic models in conjunction with risk scoring models and other analytical tools. Experience developing and/or using vendor catastrophe models, such as Verisk/AIR, KCC, Cotality/CoreLogic, or Moody's/RMS. Experience demonstrating strong learning agility, creative problem solving, project management skills, ability to identify and implement process improvements, strong written and verbal communication skills, and initiative. Ability to work in collaboration with the team and with external business partners, as well as an ability to work independently. Certified Catastrophe Risk Management Professional (CCRMP) or Certified Specialist in Catastrophe Risk (CSCR) credentials are a plus. Experience programming in Python. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $168,790. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $93.8k-168.8k yearly Auto-Apply 20d ago
  • 2026 - Institutional Client Group Analyst Summer Intern

    U.S. Bank 4.6company rating

    Cincinnati, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description U.S. Bank's ICG Analyst Development Program is a dynamic 10-week paid summer internship designed to provide students with hands-on experience in both Credit Analysis and Relationship Management within our Corporate & Commercial Banking divisions. This dual-focus internship offers a unique opportunity to develop technical skills, business acumen, and client-facing capabilities while working alongside experienced professionals across diverse industry verticals. What You'll Do As an intern in the ICG Analyst Development Program, you will: Credit Analyst Responsibilities Analyze historical financial statements and prepare reports to communicate performance and trends. Conduct industry-specific research to support credit underwriting decisions. Assist in the assessment of credit requests and delivery of recommendations tied to credit risk. Collaborate with Portfolio Managers, Relationship Managers, and Credit Administration teams. Complete a Credit Capstone project and present findings to senior executives. Relationship Management Responsibilities Support Relationship Managers in business development efforts, including industry research and marketing material preparation. Maintain internal reports such as deal tracking, pipeline updates, and Salesforce dashboards. Assist in preparing client-facing materials including pitch books and briefing memos. Conduct in-depth company and industry research, including analysis of SEC filings (10-K/10-Q). Coordinate with product teams to build comprehensive client presentations and ensure seamless delivery. Training & Development Accelerated learning through on-the-job training, mentorship, and exposure to senior executives. Cohort-building activities including social events, volunteer days, and development workshops. Pathway to full-time opportunities in U.S. Bank's Analyst Development Programs upon graduation. Who We're Looking For We seek intellectually curious, motivated self-starters with strong analytical and communication skills. Basic Qualifications Pursuing a bachelor's degree with a target graduation date of December 2026 or May 2027. Coursework in finance, economics, business admin Basic understanding of financial concepts and applications. Ability to start the internship on June 1st, 2026. Preferred Qualifications GPA of 3.0 or above. Previous corporate or investment banking experience. Strong relationship-building and problem-solving skills. Acute attention to detail and ability to work under pressure. Proficiency in Microsoft Word, Excel, and PowerPoint. Working Model & Hours Hybrid role: Typically three days a week in-office, with flexibility for remote work. Interns work approximately 40 hours per week during the internship. Internship Benefits Meaningful, hands-on work that impacts the business. Networking opportunities with senior leadership and peers. Potential for full-time offer into a development program upon graduation. Application Deadline: Most applications close on February 13, 2026. 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: $20.00 - $26.39 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.
    $20-26.4 hourly Auto-Apply 16d ago
  • Portfolio Monitoring Analyst

    Us Bank 4.6company rating

    Columbus, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Supports Business Banking relationship managers and underwriters with financial analysis and loan monitoring. Completes accurate and consistent financial statements spreads, quarterly trend analyses, and covenant tests in accordance with bank spreading standards and credit policies. Assist in the setup, requesting, and tracking financial documents for upcoming renewals and reviews. Maintains a compliance monitoring database that tracks credit approval requirements and receipt of customer's financial reporting requirements on behalf of the Portfolio Managers and/or Relationship Managers. Responsible for reviewing financial statements, tax returns, personal financial statements and company compliance certificates to support lending activities associated with large credit transactions. Basic Qualifications * Typically a Bachelor's degree, or equivalent work experience Preferred Skills/Experience * Accounting and finance knowledge normally acquired through the completion of a bachelor's degree in business, finance or accounting * Some understanding of basic credit analysis, administration, and policy and procedures * Good analytical and problem-solving skills and attention to detail * Ability to identify and resolve exceptions and to interpret data * Effective verbal, written, and interpersonal communication skills * Ability to read and comprehend credit write-ups and loan documentation If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $24.18 - $32.21 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.
    $24.2-32.2 hourly 1d ago
  • 2027 Asset & Wealth Management Risk Summer Analyst Program

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Are you an analytical thinker eager to tackle complex challenges, drive innovation, and make an impact in risk management? Join us as a 2027 Asset & Wealth Management Risk Summer Analyst at J.P. Morgan, an industry leader in providing asset and wealth management services with over 200 years of experience. Working here means joining a collaborative, supportive team. We value your diverse perspective to help us innovate the next wave of products and solutions for our clients. As a Risk Summer Analyst in Asset & Wealth Management, you'll have the resources you need to succeed, including training, mentorship from senior leaders, and engaging projects. Our nine-week program begins with a week of induction, providing training and orientation to our businesses. You'll gain the technical and practical knowledge needed to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. You'll work alongside top-tier professionals, shaping decision-making and developing models that manage our financial reputation and regulatory performance. You'll also help mitigate and manage risk, building critical capabilities that allow the firm to manage any kind of market. **Job Responsibilities:** + Collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients. + Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment. + Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients. + Work under the guidance of mentors and a supportive team to help you learn and grow. + Develop innovative ideas to help our business. + Network with industry leaders, access best-in-class training, and learn how our businesses work together to provide excellent customer service. + Sharpen your technical skills, and finance and accounting principles. **Opportunities Available With the Following Groups:** + **Credit Risk (Columbus, OH and San Francisco, CA):** Oversees risk to earnings or capital arising from a borrower's failure to meet the terms of a loan agreement. Analysis of client financial statements is key in determining credit risk. + **Wealth Management Investment Risk & Analytics (Columbus, OH):** Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients. + **Asset Management Risk (New York, NY):** Oversees and monitors investment, counterparty, and liquidity risks relating to client investments. **Required Qualifications, Capabilities, and Skills:** + Pursuing a Bachelor's or Master's degree. + Graduation date of December 2027 - June 2028 + 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, JPMorgan Chase, 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.) We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. **Our Locations:** + Columbus, OH + New York, NY + San Francisco, CA **Join us** At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive 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. **What's next?** Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. **Base Pay/Salary** Columbus, OH $80,000.00 - $80,000.00 New York, NY $100,000.00 - $100,000.00 / year San Francisco, CA $100,000.00 - $100,000.00 / year
    $100k-100k yearly 28d ago
  • Analyst - B2B Growth Enablement Insights

    American Express 4.8company rating

    Columbus, OH jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** The B2B Growth Enablement Insights Analyst will play a key role in scaling the expansion of charge volume across the Large Market and Global Commercial Services client base. This role partners closely with sales leaders, individual contributors, and cross-functional stakeholders to ensure teams have the data, insights, and operational support needed to drive increased expansion charge volume. Designed as a force multiplier for a virtual U.S. based expansion sales organization, this role sits at the intersection of data, process, and sales execution, driving measurable business growth by enabling teams to expand B2B charge volume across the client base. + Partner with sales leaders, individual contributors, and key business partners to assist and execute key strategic expansion and growth projects. + Conduct analysis of spending, supplier data, and portfolio/vertical trends to identify growth opportunities. + Maintain accurate Salesforce (OneForce) data, dashboards, and reporting to provide visibility into expansion activity, enablement progress, and impact on charge volume growth + Apply clear prioritization and engagement criteria to ensure support efforts are focused on the highest-impact accounts and initiatives **Minimum Qualifications** + Experience working with data to identify trends, insights, or growth opportunities, including comfort with large or complex datasets + Strong analytical and problem-solving skills with financial acumen; proficiency in Excel and PowerPoint required (Salesforce experience a plus). + Strong organizational and project management skills, with the ability to coordinate across multiple stakeholders and priorities + Effective written and verbal communication skills, with the ability to translate complex information into clear, actionable guidance + Ability to prioritize work based on business impact and operate effectively in a fast-paced, collaborative setting + Intellectual curiosity and ability to work through ambiguity. + Location: United States, Virtual **Preferred Qualifications** + Bachelors Degree + 3 years of experience in sales enablement, sales operations, commercial analytics, project management, or a related role supporting B2B sales teams **Qualifications** Salary Range: $65,500.00 to $102,500.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 26001057
    $65.5k-102.5k yearly 6d ago
  • Finance & Business Management

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    We are looking for a talented individual to help provide dedicated support to the Midwest Division. If you have knowledge of financial principles, are passionate about building relationships & being a strategic partner, enjoy influencing others, working on different projects and possess analytical skills, this is the role for you! As a Finance Business Manager in the Consume and Community Banking Team you will, support the Chase Wealth Management CEO and the field organization of 5,000 advisors. The Business Management team closely partners with the field leadership team comprised of four Divisional Directors of Wealth Management (East, Central South, Midwest, and West) and 27 Regional Directors to provide financial reporting & analysis and act as a finance partner in managing the business day-to-day. **Job responsibilities** + Collaborate with the broader Field Finance & Business Management team, provides analytical and business management support for the Wealth Management business, with the responsibility for supporting division's and region's performance from every relevant perspective + Maintain an understanding of business and financial principles and a working knowledge of key business drivers to coordinate, assess and help execute the long-term goals and priorities of the field leadership team + Perform regular and ad hoc analysis in support of financial and strategic goals + Prepare business review materials + Optimize 'bottom line' performance by creating and analyzing performance tracking and reporting + Contribute to national initiatives **Required qualifications, capabilities, and skills** + Bachelor's degree in Finance-related field + 2+ years relevant Financial Services experience + Outstanding written and verbal communication + Proficiency in Microsoft Office and other financial applications; experience with Tableau + Knowledge and understanding of financial principles and ability to link results to activities + Ability to work collaboratively and develop strong relationships across the organization + Excellent personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time + Business savvy and commercial judgment + Some travel may be required 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
    $62k-85k yearly est. 6d ago
  • Finance & Business Management

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    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 CFOs on how to increase profitability and efficiencies. 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. In a Financial Analysis role, you would be responsible for: Managing annual/continual financial planning activities for product areas, providing business rational 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 Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics Creating financial business cases supporting business initiatives Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets Helping design new reports and dashboards to efficiently deliver the financial results to senior management Enhancing controls and streamlining processes, introducing automation where possible Qualifications Bachelor's degree in Accounting, Finance or a subject of a technical nature 4+ years of work experience, preferably 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 often little lead time or information Highly motivated and able to thrive and think clearly under pressure and tight deadlines Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams Highly motivated self-starter with excellent time management/prioritization skills Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
    $62k-85k yearly est. Auto-Apply 60d+ ago
  • Solutions Analyst III - Emerging Technologies

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Join our dynamic team to revolutionize how technology intersects with business. As a Solutions Analyst III at JPMorgan Chase within the Enterprise Technology in Employee Compute, you will leverage your analytical expertise and technical fluency to drive innovation and enable strategic product development. You will collaborate with product owners, business stakeholders, and technology teams to elicit and document requirements, translate them into actionable solutions, and support rapid experimentation. Your adaptability and problem-solving skills will help navigate complex projects and manage dependencies, while your strong communication abilities will foster alignment and effective collaboration across diverse teams.. **Job Responsibilities** + Collaborate with internal business stakeholders, product teams and technology to understand internal roadmaps and key problems/opportunities; translate into innovative and strategic solution concepts that can be evaluated for viability and inform long-term product strategy. + Collaborate across cross-functional teams to develop and document business and technology requirements, ensuring alignment with product owners, technical teams and stakeholders. + Support evaluation of internal build vs. external buy of a solution, including engaging with third-party technology providers to understand their offerings and assessing applicability. + Manage dependencies and navigate ambiguity in complex projects supporting rapid experimentation and solution validation through discovery, assessments and prototypes. + Ensure all solutions adhere to firm wide governance, compliance, and security requirements, working closely with functional partners (Technology, Risk, Controls, Legal, Compliance, Third-Party Oversight, Sourcing, etc.) for internal and/or external solutions when needed. + Bridge the gap between product owners and software engineers by leveraging your technical fluency and strong analytical reasoning skills in support of strategic and tactical planning. + Foster clear, concise communication and collaboration across diverse stakeholder groups to drive alignment and successful outcomes. + Facilitate innovation forums, events and information sharing sessions showcasing emerging technologies to drive innovation across our organization. + Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of emerging and innovative solutions to address evolving business needs. **Required Qualifications, Capabilities, and Skills** + Formal training or certification on business analysis concepts and 3+ years applied experience. + Experience in technical program delivery, product management, solutions analysis, or related field. + Strong technical writing and documentation skills for diverse stakeholder audiences, from engineers to executives. + Experience supporting innovation frameworks, including rapid assessments, prototyping, and proof-of-concept initiatives. + Ability to work collaboratively in cross-functional teams and drive alignment across business, product and technology groups. + Strong problem-solving and quantitative analysis skills. + Excellent verbal and written communication skills. + Familiarity with Agile methodologies and product-oriented organizations. **Preferred qualifications, capabilities, and skills** + Strategic mindset with ability to envision ways to use technology to solve business problems, translate them into quantifiable costs and benefits, and critical thinking skills to drive sound decision making and recommendations. + Track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership. + Technical program delivery, innovation, program/project management, product management or solutions analysis. + Understanding of agile product management and software development, with experience in translating business and technical requirements into JIRA stories for agile teams. + Proven ability to build strong stakeholder relationships and work with high-performing teams in complex environments. + Ability to create compelling presentations that summarize product attributes, strategy, technologies, etc. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $93k-116k yearly est. 18d ago
  • Solutions Analyst III - Emerging Technologies

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Join our dynamic team to revolutionize how technology intersects with business. As a Solutions Analyst III at JPMorgan Chase within the Enterprise Technology in Employee Compute, you will leverage your analytical expertise and technical fluency to drive innovation and enable strategic product development. You will collaborate with product owners, business stakeholders, and technology teams to elicit and document requirements, translate them into actionable solutions, and support rapid experimentation. Your adaptability and problem-solving skills will help navigate complex projects and manage dependencies, while your strong communication abilities will foster alignment and effective collaboration across diverse teams.. Job Responsibilities Collaborate with internal business stakeholders, product teams and technology to understand internal roadmaps and key problems/opportunities; translate into innovative and strategic solution concepts that can be evaluated for viability and inform long-term product strategy. Collaborate across cross-functional teams to develop and document business and technology requirements, ensuring alignment with product owners, technical teams and stakeholders. Support evaluation of internal build vs. external buy of a solution, including engaging with third-party technology providers to understand their offerings and assessing applicability. Manage dependencies and navigate ambiguity in complex projects supporting rapid experimentation and solution validation through discovery, assessments and prototypes. Ensure all solutions adhere to firm wide governance, compliance, and security requirements, working closely with functional partners (Technology, Risk, Controls, Legal, Compliance, Third-Party Oversight, Sourcing, etc.) for internal and/or external solutions when needed. Bridge the gap between product owners and software engineers by leveraging your technical fluency and strong analytical reasoning skills in support of strategic and tactical planning. Foster clear, concise communication and collaboration across diverse stakeholder groups to drive alignment and successful outcomes. Facilitate innovation forums, events and information sharing sessions showcasing emerging technologies to drive innovation across our organization. Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of emerging and innovative solutions to address evolving business needs. Required Qualifications, Capabilities, and Skills Formal training or certification on business analysis concepts and 3+ years applied experience. Experience in technical program delivery, product management, solutions analysis, or related field. Strong technical writing and documentation skills for diverse stakeholder audiences, from engineers to executives. Experience supporting innovation frameworks, including rapid assessments, prototyping, and proof-of-concept initiatives. Ability to work collaboratively in cross-functional teams and drive alignment across business, product and technology groups. Strong problem-solving and quantitative analysis skills. Excellent verbal and written communication skills. Familiarity with Agile methodologies and product-oriented organizations. Preferred qualifications, capabilities, and skills Strategic mindset with ability to envision ways to use technology to solve business problems, translate them into quantifiable costs and benefits, and critical thinking skills to drive sound decision making and recommendations. Track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership. Technical program delivery, innovation, program/project management, product management or solutions analysis. Understanding of agile product management and software development, with experience in translating business and technical requirements into JIRA stories for agile teams. Proven ability to build strong stakeholder relationships and work with high-performing teams in complex environments. Ability to create compelling presentations that summarize product attributes, strategy, technologies, etc.
    $93k-116k yearly est. Auto-Apply 21d ago
  • Portfolio Analytics & Strategy Analyst - Credit Portfolio Management

    PNC Financial Services Group, Inc. 4.4company rating

    Cleveland, OH jobs

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. We are looking to hire a Portfolio & Analytics Strategy Analyst within PNC's Credit Portfolio Management organization. The subject Quantitative & Portfolio Analytics role resides in Credit Risk Management's Credit Portfolio Management group on a team charged with oversight of CECL reserve adequacy, CCAR stress testing and commercial loan portfolio credit analytics. Incumbent analysts will support the team in the development of organic quantitative and qualitative analytics associated with these core domains as well in the effective challenge of related content from the First Lines of Defense. CPM's Portfolio Analytics and Strategy Analyst will invest material sums of time in the documentation of the team's engagements relative to CECL and CCAR, including its review and / or development of overall results, data integrity, model use, compensating measures and economic scenarios and weights. Incumbents will also be deeply engaged in strategic commercial credit analytics pertaining to a broad spate of portfolio management responsibilities, including portfolio optimization, enhanced profitability reporting, and continuous improvement in the identification, measurement, and creation of risk mitigation strategies for commercial portfolios. * Provides financial and regulatory reporting and analyses to maintain adequate controls over the financial and regulatory reporting processes. Responsible for running complex business performance, risk and operational analytics. May include the development of analytical methods/models to assess market, credit and/or operational risk of new and existing financial products. * Leverages business / product expertise to rigorously analyze large datasets, improve risk adjusted returns, deliver profitable growth, and communicate conclusions. Synthesizes analytical results and develops, recommends, and implements business strategies that improve lending decisions, assist in managing risk, increase revenues, reduce exposure to losses, meet business goals, and improve performance. Establishes baselines for strategies and tracks actual performance to expectations. * Applies predictive models, third party data, and other tools to develop and execute appropriate segmentation and targeting for acquisition and portfolio strategies to provide insight into portfolio risk. * Manages engagements with internal and external information suppliers ensuring solution is fit for purpose while maintaining appropriate governance and oversight. * Works with business, credit, data, and model development partners to design, develop, and monitor test designs and analytical reporting to track and enhance strategies. Designs / enhances standard reporting suites for regular product / portfolio reviews. * Collaborates with the line of business, Finance, and Risk partners to assess and establish credit risk appetite and to understand its implications, as well as to establish policies and procedures governing the identification, monitoring, and management of risk appetite. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Provides financial and regulatory reporting and analyses to maintain adequate controls over the financial and regulatory reporting processes. Responsible for running complex business performance, risk and operational analytics. May include the development of analytical methods/models to assess market, credit and/or operational risk of new and existing financial products. * Leverages business / product expertise to rigorously analyze large datasets, improve risk adjusted returns, deliver profitable growth, and communicate conclusions. Synthesizes analytical results and develops, recommends, and implements business strategies that improve lending decisions, assist in managing risk, increase revenues, reduce exposure to losses, meet business goals, and improve performance. Establishes baselines for strategies and tracks actual performance to expectations. * Applies predictive models, third party data, and other tools to develop and execute appropriate segmentation and targeting for acquisition and portfolio strategies to provide insight into portfolio risk. Manages engagements with internal and external information suppliers ensuring solution is fit for purpose while maintaining appropriate governance and oversight. * Works with business, credit, data, and model development partners to design, develop, and monitor test designs and analytical reporting to track and enhance strategies. Designs / enhances standard reporting suites for regular product / portfolio reviews. * Collaborates with the line of business, Finance, and Risk partners to assess and establish credit risk appetite and to understand its implications, as well as to establish policies and procedures governing the identification, monitoring, and management of risk appetite. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Analytical Thinking, Credit Risks, Data Analytics, Financial Analysis, Model Development, Operational Risks, Quantitative Models, Risk Appetite Competencies Analytical Approach, Banking Products, Big Data Management and Analytics, Business Analytics, Credit Risk, Mathematics of Financial Instruments, Operational Risk, Performance Measurement, Predictive Analytics, Pricing Models and Analytics, Regulatory Environment - Financial Services, Risk Management Banking Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $45,000.00 - $127,400.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/03/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $45k-127.4k yearly 1d ago
  • Portfolio Analytics & Strategy Analyst - Credit Portfolio Management

    PNC Financial Services Group, Inc. 4.4company rating

    Cincinnati, OH jobs

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. We are looking to hire a Portfolio & Analytics Strategy Analyst within PNC's Credit Portfolio Management organization. The subject Quantitative & Portfolio Analytics role resides in Credit Risk Management's Credit Portfolio Management group on a team charged with oversight of CECL reserve adequacy, CCAR stress testing and commercial loan portfolio credit analytics. Incumbent analysts will support the team in the development of organic quantitative and qualitative analytics associated with these core domains as well in the effective challenge of related content from the First Lines of Defense. CPM's Portfolio Analytics and Strategy Analyst will invest material sums of time in the documentation of the team's engagements relative to CECL and CCAR, including its review and / or development of overall results, data integrity, model use, compensating measures and economic scenarios and weights. Incumbents will also be deeply engaged in strategic commercial credit analytics pertaining to a broad spate of portfolio management responsibilities, including portfolio optimization, enhanced profitability reporting, and continuous improvement in the identification, measurement, and creation of risk mitigation strategies for commercial portfolios. * Provides financial and regulatory reporting and analyses to maintain adequate controls over the financial and regulatory reporting processes. Responsible for running complex business performance, risk and operational analytics. May include the development of analytical methods/models to assess market, credit and/or operational risk of new and existing financial products. * Leverages business / product expertise to rigorously analyze large datasets, improve risk adjusted returns, deliver profitable growth, and communicate conclusions. Synthesizes analytical results and develops, recommends, and implements business strategies that improve lending decisions, assist in managing risk, increase revenues, reduce exposure to losses, meet business goals, and improve performance. Establishes baselines for strategies and tracks actual performance to expectations. * Applies predictive models, third party data, and other tools to develop and execute appropriate segmentation and targeting for acquisition and portfolio strategies to provide insight into portfolio risk. * Manages engagements with internal and external information suppliers ensuring solution is fit for purpose while maintaining appropriate governance and oversight. * Works with business, credit, data, and model development partners to design, develop, and monitor test designs and analytical reporting to track and enhance strategies. Designs / enhances standard reporting suites for regular product / portfolio reviews. * Collaborates with the line of business, Finance, and Risk partners to assess and establish credit risk appetite and to understand its implications, as well as to establish policies and procedures governing the identification, monitoring, and management of risk appetite. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Provides financial and regulatory reporting and analyses to maintain adequate controls over the financial and regulatory reporting processes. Responsible for running complex business performance, risk and operational analytics. May include the development of analytical methods/models to assess market, credit and/or operational risk of new and existing financial products. * Leverages business / product expertise to rigorously analyze large datasets, improve risk adjusted returns, deliver profitable growth, and communicate conclusions. Synthesizes analytical results and develops, recommends, and implements business strategies that improve lending decisions, assist in managing risk, increase revenues, reduce exposure to losses, meet business goals, and improve performance. Establishes baselines for strategies and tracks actual performance to expectations. * Applies predictive models, third party data, and other tools to develop and execute appropriate segmentation and targeting for acquisition and portfolio strategies to provide insight into portfolio risk. Manages engagements with internal and external information suppliers ensuring solution is fit for purpose while maintaining appropriate governance and oversight. * Works with business, credit, data, and model development partners to design, develop, and monitor test designs and analytical reporting to track and enhance strategies. Designs / enhances standard reporting suites for regular product / portfolio reviews. * Collaborates with the line of business, Finance, and Risk partners to assess and establish credit risk appetite and to understand its implications, as well as to establish policies and procedures governing the identification, monitoring, and management of risk appetite. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Analytical Thinking, Credit Risks, Data Analytics, Financial Analysis, Model Development, Operational Risks, Quantitative Models, Risk Appetite Competencies Analytical Approach, Banking Products, Big Data Management and Analytics, Business Analytics, Credit Risk, Mathematics of Financial Instruments, Operational Risk, Performance Measurement, Predictive Analytics, Pricing Models and Analytics, Regulatory Environment - Financial Services, Risk Management Banking Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $45,000.00 - $127,400.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/03/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $45k-127.4k yearly 1d ago
  • Financial Analyst

    American Express 4.8company rating

    Remote

    As a Financial Analyst, you will be instrumental in helping us interpret complex financial information, identify trends, and provide actionable insights. Your work will directly contribute to smarter business decisions and the overall financial health of our organization. Bachelor's degree in Finance, Accounting, Business, Economics, or related field. 2+ years of experience in a financial analysis or similar role (industry experience a plus). Advanced proficiency in Microsoft Excel; experience with financial planning tools (e.g., Hyperion, SAP, Oracle) is advantageous. Strong analytical, organizational, and problem-solving skills. You will: Conduct detailed financial analysis, forecasts, and modeling to support strategic planning. Prepare monthly, quarterly, and annual financial reports for management and stakeholders. Analyze budgeting, forecasting, and variance trends to inform operational and executive decisions. Track key performance indicators (KPIs) and develop ad hoc financial models as needed.
    $71k-109k yearly est. Auto-Apply 60d+ ago
  • Senior Investment Analyst, Private Markets

    U.S. Bank 4.6company rating

    Cincinnati, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** 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: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (************************************************* . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $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.**
    $117.7k-138.5k yearly 60d+ ago
  • Senior Investment Analyst, Private Markets

    Us Bank 4.6company rating

    Cincinnati, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description 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: * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $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.
    $117.7k-138.5k yearly 4d ago
  • Project Consultant I - Practice Solutions

    Bank of America 4.7company rating

    Westerville, OH jobs

    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: Leads the effort in the pre-closing and closing process on complex real estate loans, including construction, term, lines of credit, and letters of credit, some of which may be syndicated. Independently reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Relationship Account Officer, borrower, counsel, construction consultants and title companies. Monitors documentation requirements. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, and ensuring loan is in balance in accordance with approval. Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills. Responsibilities: Manages backlog of startup healthcare clients during the project phase of loan process Processes disbursements on behalf of clients Communicates frequently with internal/external partners and clients Identifies and delivers to client's needs through loan closing process Collects required documentation from client based on loan conditions Skills: Client Experience Branding Client Solutions Advisory Collaboration Customer and Client Focus Record Keeping Account Management Adaptability Required Qualifications: Proficient computer skills Strong decision-making skills and problem-solving skills Excellent verbal and written communication skills Strong customer service skills Desired Qualifications: Three or more years of previous real estate loan administration experience or real estate paralegal experience Ability to learn and adapt to ongoing changes and new technology platforms Experience in receiving and implementing performance feedback and coaching Self-motivated and results-oriented with excellent organizational skills Experience deepening relationships over the phone with clients Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $75k-105k yearly est. Auto-Apply 60d+ ago

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