Business Analyst/Technical Lead jobs at Citi

Title: IT Business Analyst I ) About MUFG Investor Services: MUFG Investor Services is part of Mitsubishi UFJ Financial Group - one of the world's largest financial institutions. We provide comprehensive fund administration, reporting, and transaction management services for alternative assets with a focus on Private Equity investments including fund-of-funds, secondary funds, and co-investments. At MUFG Investor Services, we foster a dynamic and supportive work environment where employees can build long-term careers. We offer competitive compensation, professional development support-including certification reimbursement - flexible work arrangements, and opportunities to give back through community service initiatives. We celebrate our employees' successes, believing that empowered individuals drive organizational excellence. If you're passionate about your work and looking to grow with a purpose-driven team, we'd love to hear from you. Job Description: MUFG is seeking an IT Business Analyst I to support dynamic initiatives within its Private Equity business. This is a remote role focused on analyzing financial processes, defining technology requirements, and partnering with agile teams to deliver impactful solutions. The position involves cross-functional collaboration across business and technology groups. Depending on project needs, responsibilities may span both business analysis and delivery management, offering a unique opportunity to contribute to end-to-end solution delivery. Essential Functions: Translate financial and accounting requirements into actionable software specifications. Conduct user interviews to identify process improvement opportunities and document current (“As-Is”) and future (“To-Be”) workflows. Troubleshoot issues in eFront FrontInvest and provide backup support for system administration. Create and maintain documentation including meeting notes, knowledge articles, and business communications. Build strong relationships with internal and external stakeholders to drive positive change. Write and manage user stories and backlog items in Team Foundation Server. Serve as the Agile Team's Scrum Master for assigned initiatives. Support prioritization decisions and manage execution of prioritized work. Collaborate with users to develop and execute test cases during system integration testing. Deliver demos of completed enhancements to end users. Work closely with developers to clarify requirements and ensure business needs are met. Ensure adherence to SDLC and Change Management processes; conduct internal audits for compliance. Act as a flexible team member, taking on overflow or backfill tasks as needed. Monitor team performance, generate reports, and lead corrective actions. Help remove obstacles that hinder team progress. Requirements: Bachelor's degree in Technology or Business Information Systems 3-5 years of experience as a Business Analyst or Business Operations Manager. Strong background in requirements gathering, testing, issue tracking, and leading technical deliveries Strong understanding of accounting/finance systems and translating business needs into software requirements Proven ability to work independently and troubleshoot technical issues Technical troubleshooting and problem solving Experience in Private Equity. Proficient in advanced Excel, PowerPoint, Word and Visio Excellent written and verbal communication skills. Self-motivated, customer-focused, and adaptable to remote work environments

The Global Markets & Risks Booking and Post Trade IT team is responsible for booking and post trade applications for Equity Derivatives, Securities Lending, Global Macro (Rates, FX, Commodities), Credit Front Office and Support Functions teams. The team is involved in the different phases of application development: user needs collection, analysis, design, implementation, delivery, support, and maintenance, within an agile framework. We are seeking a Operations IT Business Analyst specializing in: Equities Booking and Post-Trade domain, particularly in areas such as Equity/Securities Lending, Operations, Compliance, and Accounting (Loanet, Sophis, Broker Dealer back-office applications, …) Collateral Management and Cash Management in external and internal applications (Calypso…) for Global Markets activities. The candidate will primarily be involved in Business Analysis to help implement new features in the supported applications, and in functional support for end-users in Operations. He/She/They will work closely with Operations and global IT Teams and will have a good knowledge of financial products and Operations. The candidate's responsibilities will include gathering requirements from operations, writing business requirements, creating mockup screens or proofs of concept, liaising with IT developers (both locally and in Head Office), defining and executing test scripts, and coordinating with end-users for User Acceptance Testing (UAT). Additionally, the candidate will be responsible for functional support and will assist with planning and status reporting. Main responsibilities include: Business Analysis / Project Management: Collaborate closely with user representatives (traders, operations personnel, etc.) to gather and document business requirements. Conduct and document impact and gap analyses. Evaluate IT solutions to determine the best fit for business needs. Develop user stories and detailed functional specifications for IT development teams. Define and execute test scripts. Coordinate User Acceptance Testing (UAT). Engage in project scoping and planning, progress reporting, and the identification and management of issues and risks, ensuring effective communication throughout. Functional Support / Maintenance: Provide day-to-day support for Booking and Back Office applications, including booking, straight-through processing, settlement, clearing, reporting, and accounting. collateral management, cash management, straight-through processing, settlement, clearing, reporting, and accounting. Qualifications : Bachelor Degree in Computer Science / Finance Experience in IT business analysis for Back Office in the Finance industry Functional knowledge of Equity/Securities Lending activities from a operations perspective including booking, settlement, clearing, reporting and accounting for US broker dealer. Functional knowledge of Equity and fixed income activities from a collateral and cash management perspective. Knowledge of booking, settlement, clearing, reporting and accounting is a plus Familiarity with Collateral and Cash Management systems (Calypso or equivalent). Familiarity with Broker Dealer systems (e.g., Phase 3/Shadow Suite), and trading systems such as Sophis (or equivalent), Smart Loan, Loanet,. Knowledge of SQL, Jira, Confluence Strong communication skills.to effectively support the needs of Operations and Front Office teams Ability to quickly prioritize and multi-task in a fast-paced environment on multiple applications Strong analytical and problem-solving skills Detail oriented with the ability to multi-task Strong interpersonal and organizational skills Knowledge in Agile scrum practices and methodologies is a plus Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this position will be between $145,000 - $180,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance

Business Analyst (Digital Access Management, BRD, FRD, Tech Writing) Contract at Austin Texas OR Sunnyvale California On Site Required Skills and Experience - 5 + Years of Business Analyst experience - 3+ years of DAM (Digital Access Management) experience - 2-3 + years of BRD / FRD Documentation experience - Technical Writing - Training Material Documentation - Work with the business to identify their data model, vocabularies and collaborate and can be translated to a working model. - The ideal candidate will serve as a liaison between business teams, translating business needs into effective DAM solutions - This role involves requirement gathering, feature adoption, training creation, and continuous improvement of the DAM platform to maximize business value. - Create training materials to train users and Train the Trainer, being open for creativity in your delivery. (e.g. videos, slide decks, other tools). - Facilitate Office Hours for business tenants to provide educational sessions on specific features. - Identify opportunities for change and discuss for continuous improvement of the DAM platform. - Create demo videos for OneDAM such as new features, etc. - Create & maintain user guide for the application as well as new features in every release. - Review existing DAM features, proactively guiding business adoption to enhance value. - Provide ongoing support to business teams to ensure smooth operation and adoption of the DAM platform.

Must Have Technical/Functional Skills: Collaborate closely with business users to understand their needs and translate them into clear technical and functional requirements. Conduct meetings and workshops with stakeholders confidently and effectively. Analyze, document, and optimize PLM/PDM business processes across engineering, manufacturing, and supply chain functions. Configure and support Oracle Agile PLM 9.3.6 modules, primarily Product Collaboration (PC) and Portfolio & Program Management (PPM). Assist in the development and implementation of business systems and processes aligned with PLM strategy. Ensure alignment with SAP S/4 HANA ERP system and support integration efforts. Utilize Azure DevOps and Jira for ticketing, tracking, and collaboration. Collaborative with cross-functional teams and occasional travel between sites may be required. 7+ years of experience as a Business Analyst with a focus on Oracle Agile PLM 9.3.6, including configuration responsibilities. Strong understanding of PLM/PDM concepts, workflows, and best practices. Proven experience in the semiconductor or high-tech manufacturing industries. Hands-on experience with Agile PLM modules such as Product Collaboration (PC) and Portfolio & Program Management (PPM). Familiarity with SAP S/4 HANA ERP system and its integration with PLM platforms. Proficiency in Azure DevOps and Jira ticketing systems. TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

Base salary range (Min. & Max. to be mentioned)- Market Rate Experience Range:7+ yrs Must Have Technical/Functional Skills: Oracle Agile PLM 9.3.6 Business Analyst - Semiconductor Industry Semi-Conductor industry Domain Collaborate closely with business users to understand their needs and translate them into clear technical and functional requirements. Conduct meetings and workshops with stakeholders confidently and effectively. Analyze, document, and optimize PLM/PDM business processes across engineering, manufacturing, and supply chain functions. Configure and support Oracle Agile PLM 9.3.6 modules, primarily Product Collaboration (PC) and Portfolio & Program Management (PPM). Assist in the development and implementation of business systems and processes aligned with PLM strategy. Define test plans and participate in testing activities including unit testing, integration testing, and system testing. Support data migration, validation, and cleansing efforts during system transitions. Provide day-to-day support and troubleshooting for Agile PLM users. Ensure alignment with SAP S/4 HANA ERP system and support integration efforts. Utilize Azure DevOps and Jira for ticketing, tracking, and collaboration. Collaborative with cross-functional teams and occasional travel between sites may be required. 7+ years of experience as a Business Analyst with a focus on Oracle Agile PLM 9.3.6, including configuration responsibilities. Strong understanding of PLM/PDM concepts, workflows, and best practices. Proven experience in the semiconductor or high-tech manufacturing industries. Hands-on experience with Agile PLM modules such as Product Collaboration (PC) and Portfolio & Program Management (PPM). Familiarity with SAP S/4 HANA ERP system and its integration with PLM platforms. Proficiency in Azure DevOps and Jira ticketing systems. Excellent communication and stakeholder engagement skills. Ability to work independently in a fast-paced, onsite environment Roles & Responsibilities Collaborate closely with business users to understand their needs and translate them into clear technical and functional requirements. Conduct meetings and workshops with stakeholders confidently and effectively. Analyze, document, and optimize PLM/PDM business processes across engineering, manufacturing, and supply chain functions. Configure and support Oracle Agile PLM 9.3.6 modules, primarily Product Collaboration (PC) and Portfolio & Program Management (PPM). Assist in the development and implementation of business systems and processes aligned with PLM strategy. Define test plans and participate in testing activities including unit testing, integration testing, and system testing. Support data migration, validation, and cleansing efforts during system transitions. Provide day-to-day support and troubleshooting for Agile PLM users. Ensure alignment with SAP S/4 HANA ERP system and support integration efforts. Utilize Azure DevOps and Jira for ticketing, tracking, and collaboration. Collaborative with cross-functional teams and occasional travel between sites may be required. 7+ years of experience as a Business Analyst with a focus on Oracle Agile PLM 9.3.6, including configuration responsibilities. Strong understanding of PLM/PDM concepts, workflows, and best practices. Proven experience in the semiconductor or high-tech manufacturing industries. Hands-on experience with Agile PLM modules such as Product Collaboration (PC) and Portfolio & Program Management (PPM). Familiarity with SAP S/4 HANA ERP system and its integration with PLM platforms. Proficiency in Azure DevOps and Jira ticketing systems. Excellent communication and stakeholder engagement skills. Ability to work independently in a fast-paced, onsite environment Generic Managerial Skills, If any Should be able to lead and drive the Operational issues on his own.

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global speciality insurance carrier in Greenwich, CT. This is a Hybrid role see details below. This role will be Hybrid (4 days onsite, 1 day remote) and available to candidates local to the Greenwich, CT area. No C2C, Third Party or Sponsorship Title: Insurance Business Systems Analyst Location: Hybrid (4 days onsite, 1 day remote) Hybrid (Mon-Fri, 40 hours) Fulltime, Permanent Salary Range : $70,000.00- $80,000.00 10%bonus eligible) MUST HAVE Recent Experience in the Insurance Industry! This role will help bridge the gap between business needs and IT solutions in the insurance industry by gathering requirements, assisting with implementation efforts, supporting end users and software systems, and improving upon business processes. Collaborate with stakeholders, analyze data, author business and technical requirements, and help ensure that technology projects align with insurance industry standards and company goals. Responsibilities • Gather and define business requirements: Work with subject matter experts to collect and document business needs for new or enhanced systems through interviews, workshops, and surveys. • Systems Support: Help with the implementation, maintenance, and ongoing production support of critical insurance software systems and ensure system performance and stability. • Troubleshoot and test: Assist in testing and troubleshooting systems to resolve issues and ensure they function correctly. • Project Work: Assist with projects and shifting priorities as needed. • Liaise between business and IT: Function as a communication bridge between business departments (like underwriting, operations, finance) and the information technology team. • Improve processes: Analyze existing business processes to identify areas for improvement and efficiency gains. • Analyze data: Evaluate data to inform decision-making and report on key performance indicators (KPIs). • Training and documentation: Train users on software applications, system enhancements, and create detailed business process documentation. • Reporting: Respond to user requests to generate reports from the system. Skills & Requirements • Minimum of 3-5 years of experience. • Insurance Industry Knowledge: A strong understanding of insurance products, business processes, and industry regulations is crucial. • Analytical and problem-solving: Ability to analyze complex situations, identify root causes of problems, and develop effective solutions. • Communication: Excellent written and verbal communication skills to effectively collaborate with diverse business stakeholders and technical teams. • Project Management and Process Knowledge: Familiarity with different project management methodologies like Agile or Waterfall, and the ability to create process flows and user stories is beneficial. • Software Familiarity: Experience with specific insurance software platforms like Guidewire, Duck Creek, Insurity, Origami, can be a significant advantage. • Technical Skills: Experience with SQL, data visualization tools, Power BI, and understanding of software systems

Business Systems Sr. Analyst Company: Confidential (Large Investment Firm) Position Type: Full-Time (Direct-Hire) Responsibilities: Performs analysis of business activities to determine business requirements. Works with business users to understand and define needs. Converts business requirements into functional specifications. Works closely with project team members, business users, QA, developers, and other technology professionals in an Agile environment to ensure that project deliverables are completed on time and within budget. Acts as a liaison between business stakeholders and the technology organization to ensure proper implementation of requirements within the expected timetable. Communicates any material modifications of business requirements to business stakeholders. Collaborates on systems scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements. Ensures proper data processing using data checks and reports to facilitate error free business processes. Collaborates with the QA team in developing high level test plans. Reviews test cases developed by the QA team. Works with automated testing team when needed for performance/load testing as well as automated regression testing. Works to ensure a positive product for business stakeholders by overseeing the implementation of new software. Creates and maintains proper training materials and business documentation. Follow the Software Development Lifecycle (SDLC), ensuring that all steps of the process have been followed prior to releasing any code. Provides application and production support as needed to the departments and systems that they support. Provides guidance to less experienced Business Systems Analysts. Required Experience: Bachelor's degree or equivalent experience in a business or technology related field. Minimum of 2-5+ years of experience in the financial services industry, ideally supporting buy-side technology. Intermediate technical skills including an understanding of underlying relevant technical architecture and business processes. Proven ability to efficiently utilize resources and communicate with others, both verbally and in writing. Proven analytical skills and demonstrated ability to make independent decisions. A firm understanding of systems development lifecycle and Agile framework. Proven ability to develop creative solutions to meet business needs. Preferred/Nice to Have: Trading and investment exposure preferred. Background in Trade Processing, specifically SWIFT and Heliograph, preferred.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Our Business Applications Analyst Senior will be a key contributor within the Treasury Management - Strategy, Projects and Applications team, responsible for providing comprehensive analytical, business, and technical support across a portfolio of IT platforms, with a particular emphasis on ensuring the oversight and effective management of Treasury Management applications. This role demands extensive experience with SAP Treasury Management applications, enabling the candidate to lead business analysis initiatives/troubleshooting, develop and maintain application solutions, and drive business process improvements across various strategic functions. The analyst will also be accountable for the execution and oversight of controls, administrative responsibilities, and application support for these critical systems, advising stakeholders on IT platform direction by leveraging a strong understanding of business processes and SAP Treasury functionalities to identify and analyze technology solutions. Collaboration with diverse teams to manage dependencies, risks, and opportunities will be essential, alongside researching complex business issues, documenting requirements, directing system testing and implementation, designing documentation standards, and coaching team members to ensure robust risk management aligned with company policies, all while demonstrating proficiency in Agile methodologies and a proactive, solution-oriented mindset. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position. What you'll do: Advises and provides analytical support and recommendations to stakeholders making decisions related to business and application/IT platform direction and modifications, taking into account current and future business needs and opportunities. Maintains advanced understanding of business processes, applications/IT platform and strategic direction and advises customers on and facilitates the identification, research, and analysis of application/IT platform and technology solutions. Collaborates and exchanges information with team members, stakeholders, and information services to ensure dependencies, risks, and opportunities are identified and addressed. Researches complex business issues requiring advanced knowledge of business principles and theories. Responsible for analyzing and participates in documenting business requirements for application/IT platform and data systems and directing the testing and implementation of new systems or changes to current system as required to meet contractual needs and improve processes. Leads and participates in the design and administration of standards and policies regarding application/IT platform and end user customer documentation. Provides input and participates in establishing system documentation standards and quality assurance methodologies for systems and applications/IT platform. Provides work direction and coaching to team members and may provide input on performance and development plans. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of work experience in analyzing IT business processes, software application/IT platform design and/or IT documentation, with an understanding of application/IT platform data systems and operations processes. Demonstrated understanding of application/IT platform administration and the software development life cycle, to include testing execution. Experience in developing and maintaining documentation related to workflow and business requirements, as well as technical functionality of IT applications/IT platform. Advanced knowledge of Microsoft Office tools. Knowledge of risk & controls with experience identifying and fixing gaps, documenting controls and testing of those controls. Successful completion of an analyst assessment may be required. What sets you apart: Comprehensive experience in SAP application ownership/support, with a specific focus on treasury functions related to Liquidity and Cash Management. This includes a proven track record in troubleshooting, maintaining, and enhancing SAP systems to ensure optimal performance and user satisfaction. Proficiency in Agile methodologies. Proactive and solution oriented. US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $93,770 - $179,240. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Our Business Applications Analyst Senior will be a key contributor within the Treasury Management - Strategy, Projects and Applications team, responsible for providing comprehensive analytical, business, and technical support across a portfolio of IT platforms, with a particular emphasis on ensuring the oversight and effective management of Treasury Management applications. This role demands extensive experience with SAP Treasury Management applications, enabling the candidate to lead business analysis initiatives/troubleshooting, develop and maintain application solutions, and drive business process improvements across various strategic functions. The analyst will also be accountable for the execution and oversight of controls, administrative responsibilities, and application support for these critical systems, advising stakeholders on IT platform direction by leveraging a strong understanding of business processes and SAP Treasury functionalities to identify and analyze technology solutions. Collaboration with diverse teams to manage dependencies, risks, and opportunities will be essential, alongside researching complex business issues, documenting requirements, directing system testing and implementation, designing documentation standards, and coaching team members to ensure robust risk management aligned with company policies, all while demonstrating proficiency in Agile methodologies and a proactive, solution-oriented mindset. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position. What you'll do: Advises and provides analytical support and recommendations to stakeholders making decisions related to business and application/IT platform direction and modifications, taking into account current and future business needs and opportunities. Maintains advanced understanding of business processes, applications/IT platform and strategic direction and advises customers on and facilitates the identification, research, and analysis of application/IT platform and technology solutions. Collaborates and exchanges information with team members, stakeholders, and information services to ensure dependencies, risks, and opportunities are identified and addressed. Researches complex business issues requiring advanced knowledge of business principles and theories. Responsible for analyzing and participates in documenting business requirements for application/IT platform and data systems and directing the testing and implementation of new systems or changes to current system as required to meet contractual needs and improve processes. Leads and participates in the design and administration of standards and policies regarding application/IT platform and end user customer documentation. Provides input and participates in establishing system documentation standards and quality assurance methodologies for systems and applications/IT platform. Provides work direction and coaching to team members and may provide input on performance and development plans. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of work experience in analyzing IT business processes, software application/IT platform design and/or IT documentation, with an understanding of application/IT platform data systems and operations processes. Demonstrated understanding of application/IT platform administration and the software development life cycle, to include testing execution. Experience in developing and maintaining documentation related to workflow and business requirements, as well as technical functionality of IT applications/IT platform. Advanced knowledge of Microsoft Office tools. Knowledge of risk & controls with experience identifying and fixing gaps, documenting controls and testing of those controls. Successful completion of an analyst assessment may be required. What sets you apart: Comprehensive experience in SAP application ownership/support, with a specific focus on treasury functions related to Liquidity and Cash Management. This includes a proven track record in troubleshooting, maintaining, and enhancing SAP systems to ensure optimal performance and user satisfaction. Proficiency in Agile methodologies. Proactive and solution oriented. US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $93,770 - $179,240. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Our Business Applications Analyst Senior will be a key contributor within the Treasury Management - Strategy, Projects and Applications team, responsible for providing comprehensive analytical, business, and technical support across a portfolio of IT platforms, with a particular emphasis on ensuring the oversight and effective management of Treasury Management applications. This role demands extensive experience with SAP Treasury Management applications, enabling the candidate to lead business analysis initiatives/troubleshooting, develop and maintain application solutions, and drive business process improvements across various strategic functions. The analyst will also be accountable for the execution and oversight of controls, administrative responsibilities, and application support for these critical systems, advising stakeholders on IT platform direction by leveraging a strong understanding of business processes and SAP Treasury functionalities to identify and analyze technology solutions. Collaboration with diverse teams to manage dependencies, risks, and opportunities will be essential, alongside researching complex business issues, documenting requirements, directing system testing and implementation, designing documentation standards, and coaching team members to ensure robust risk management aligned with company policies, all while demonstrating proficiency in Agile methodologies and a proactive, solution-oriented mindset. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position. What you'll do: Advises and provides analytical support and recommendations to stakeholders making decisions related to business and application/IT platform direction and modifications, taking into account current and future business needs and opportunities. Maintains advanced understanding of business processes, applications/IT platform and strategic direction and advises customers on and facilitates the identification, research, and analysis of application/IT platform and technology solutions. Collaborates and exchanges information with team members, stakeholders, and information services to ensure dependencies, risks, and opportunities are identified and addressed. Researches complex business issues requiring advanced knowledge of business principles and theories. Responsible for analyzing and participates in documenting business requirements for application/IT platform and data systems and directing the testing and implementation of new systems or changes to current system as required to meet contractual needs and improve processes. Leads and participates in the design and administration of standards and policies regarding application/IT platform and end user customer documentation. Provides input and participates in establishing system documentation standards and quality assurance methodologies for systems and applications/IT platform. Provides work direction and coaching to team members and may provide input on performance and development plans. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of work experience in analyzing IT business processes, software application/IT platform design and/or IT documentation, with an understanding of application/IT platform data systems and operations processes. Demonstrated understanding of application/IT platform administration and the software development life cycle, to include testing execution. Experience in developing and maintaining documentation related to workflow and business requirements, as well as technical functionality of IT applications/IT platform. Advanced knowledge of Microsoft Office tools. Knowledge of risk & controls with experience identifying and fixing gaps, documenting controls and testing of those controls. Successful completion of an analyst assessment may be required. What sets you apart: Comprehensive experience in SAP application ownership/support, with a specific focus on treasury functions related to Liquidity and Cash Management. This includes a proven track record in troubleshooting, maintaining, and enhancing SAP systems to ensure optimal performance and user satisfaction. Proficiency in Agile methodologies. Proactive and solution oriented. US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $93,770 - $179,240. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Schwab Wealth & Asset Management Engineering (WAME) Technology is part of the Schwab Technology Services (STS) organization supporting Schwab's Research, Investment management, and Trading platforms to provide products, advice and services to institutional and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year". Team is high performing and plays a key role in developing the technical strategy, designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test scripts, release notes, and other project artifacts. Coordinating user acceptance testing between vendor, business and WAM technology team. Ensuring that system solutions are delivered successfully to the business stakeholders. Providing deep data support and maintenance of vendor applications and in-house systems, as needed. Gaining in-depth business knowledge to successfully represent the business community in arriving at technical solutions that support business strategies. Adapting to changing priorities and managing multiple tasks. Knowledge Visio, Lucid chart or other visualization software, experience building flowcharts to represent workflows. Strong knowledge of webservices and/or API specifications and ability to transform business requirements to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and communicate multiple and changing priorities and deadlines to the business in a matrixed organization, comfortable supporting multiple line of stakeholders in trading, portfolio management, compliance, and risk. Demonstrated ability to analyze and provide technology recommendations to the business. Experience in systems development life cycle including the ability to define and document specifications, work with developers to design/analyze alternative technical solutions, test completed code and complete a smooth implementation with the business partners. Confidence in presenting both strategic and tactical vision to the business team for both big-picture planning and day-to-day management of project goal. Desire to work with both in-house developed systems and third-party vendor packages. Excellent communication, interpersonal, analytical, problem solving, organizational and negotiation skills. Education: BA/BS in finance, computer science or related field. Finance CFA Foundation or CFA certification would also be accepted. 8+ years of relevant experience working as an IT business systems analyst or individuals with business analyst experience looking to transition to technology. Preferred Proficiencies: Experience in component-based development (integrating vendor products with in-house developed code); strong data analysis skills; working experience in an agile development environment. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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 objective of the Technology Control Management Associate- Risk Assessments Control Assessments and Reporting team is to identify, assess, mitigate, and report on risks within Technology to ensure adherence to regulatory standards, policies. Technology is looking for an Analyst focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve working in a fast-paced environment where extensive collaboration with multiple partners across numerous business units, functional areas, and geographies is required Associate- Risk Identification, Assessments, Control Testing and Reporting will: Conduct Risk and Control Self Risk Assessment for business unit (RCSA experience) Document and project manage deliverables to completion Categorize controls and map to risks (e.g., cross-BU process-control mapping) Design and test controls Understanding of design effectiveness and operating effectiveness concepts when evaluating control effectiveness Proactively help identify certain areas of high-risk for intervention (e.g., automated alerts generated for high-risk areas signal need for intervention and focus), including conducting independent quality assurance and vertical process testing Support thematic risk reporting (levels, trends, causes) Required Qualifications: 3- 5 + Years experience in risk management in the 1LOD or at a consulting firm Understanding of critical operational risk management lifecycle activities, IT risk management, internal/external audit, SOX/ITGC testing, or controls assurance Experience in process governance, with an understanding of processes that align with policies, regulatory frameworks, and/or operational standards Analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively Excellent project management skills, highly proficient in Excel and PowerPoint, highly detail-oriented, good communication, and interpersonal skills Ability to work in a fast-paced, demanding environment Preferred Qualifications: Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous Previous technology/cyber risk experience Experience in at least one of the following: Supporting identification of risks throughout business processes and systems Facilitating risk assessment performance in addition to further assessments and testing programs to ensure regulatory and internal standards are met Supporting independent control monitoring, including identification of control improvements Supporting the identification of areas of risk for intervention, including conducting independent quality assurance and process testing Experience in the financial services industry Relevant industry certifications - CISSP, CRISC, CISM, CISA, etc. Compliance Language 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.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Schwab Wealth & Asset Management Engineering (WAME) Technology is part of the Schwab Technology Services (STS) organization supporting Schwab's Research, Investment management, and Trading platforms to provide products, advice and services to institutional and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the “Best IT Team of the Year” and the “Asset Manager Digital Tool of the Year”. Team is high performing and plays a key role in developing the technical strategy, designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test scripts, release notes, and other project artifacts. Coordinating user acceptance testing between vendor, business and WAM technology team. Ensuring that system solutions are delivered successfully to the business stakeholders. Providing deep data support and maintenance of vendor applications and in-house systems, as needed. Gaining in-depth business knowledge to successfully represent the business community in arriving at technical solutions that support business strategies. Adapting to changing priorities and managing multiple tasks. Knowledge Visio, Lucid chart or other visualization software, experience building flowcharts to represent workflows. Strong knowledge of webservices and/or API specifications and ability to transform business requirements to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and communicate multiple and changing priorities and deadlines to the business in a matrixed organization, comfortable supporting multiple line of stakeholders in trading, portfolio management, compliance, and risk. Demonstrated ability to analyze and provide technology recommendations to the business. Experience in systems development life cycle including the ability to define and document specifications, work with developers to design/analyze alternative technical solutions, test completed code and complete a smooth implementation with the business partners. Confidence in presenting both strategic and tactical vision to the business team for both big-picture planning and day-to-day management of project goal. Desire to work with both in-house developed systems and third-party vendor packages. Excellent communication, interpersonal, analytical, problem solving, organizational and negotiation skills. Education: BA/BS in finance, computer science or related field. Finance CFA Foundation or CFA certification would also be accepted. 8+ years of relevant experience working as an IT business systems analyst or individuals with business analyst experience looking to transition to technology. Preferred Proficiencies: Experience in component-based development (integrating vendor products with in-house developed code); strong data analysis skills; working experience in an agile development environment. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

The Principal Process and Business Analyst plays a critical role in shaping Technology Credit Union's (Tech CU) enterprise approach to process optimization, knowledge management, business requirements, and user acceptance testing governance. This role serves as the functional owner for Tech CU's process catalog and knowledge management strategy, ensuring that Tech CU's people, processes, systems, and data are aligned to deliver efficient, member-centric services. The incumbent acts as a bridge between business stakeholders, technical teams, and vendors, and helps shape solutions that improve operational performance, enhance knowledge sharing, and create a culture of continuous learning and innovation. Responsibilities Essential Duties Enterprise Knowledge Management (KM) Maintains and enhances the enterprise process catalog in partnership with the lines of business and the enterprise risk management team. Participates in KM Strategy discussions, vendor evaluations, RFP processes, and contract negotiations including providing requirements and evaluation criteria. Designs, implements, and maintains a KM framework that captures, organizes, and makes business policies, procedures, job aids, FAQs, and best practices are centrally available, well-maintained, and consistently adopted. Partners with IT and vendor teams to integrate KM systems with chatbots, member self-service portals, and employee tools, ensuring a seamless experience across channels. Establishes governance for KM content lifecycle (creation, approval, versioning, archiving) and drives adoption across departments. Defines and tracks KM KPIs (usage, adoption, accuracy, and impact on member/employee efficiency). Business Analysis & Requirements Governance Contributes to the business requirements lifecycle, establishing enterprise standards for elicitation, documentation, traceability, and sign-off. Oversees requirements for assigned projects, ensuring alignment with enterprise goals, business owner needs, and agile project management frameworks. Serves as the enterprise liaison between business stakeholders, IT, and vendors, ensuring requirements translate into effective solutions. Governs and maintains Tech CU's repository of business requirements, UAT artifacts, and process documentation. User Acceptance Testing (UAT) Oversight Participates in defining Tech CU's UAT governance framework and measure its effectiveness, including test planning, script creation, execution oversight, defect triage, and sign-off. Owns the UAT for assigned projects. Process Optimization & Continuous Improvement Applies methodologies such as Lean, Six Sigma, and value stream mapping to identify inefficiencies, streamline workflows, and improve member and employee experiences. Program-manages company-wide process improvement opportunities and related efforts. Supports business units in defining process KPIs, measuring outcomes, and embedding continuous improvement practices into daily operations. Work Schedule Full-time; typically, 40+ hours/week Flexible within core business hours, Pacific Time, M-F Occasional extended early morning or late evening hours, and weekends, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: B.S. Degree in Business, Project Management, MIS, Computer Science, or related area (or equivalent experience). Experience: 8+ years in business analysis, knowledge management, or process improvement roles. 5+ years designing and implementing knowledge management frameworks or platforms. 5+ years leading requirements management and UAT governance across complex projects. 3+ years applying process improvement methodologies, such as Lean, Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control), and value stream mapping. Familiarity with financial institution operations and systems is strongly preferred. Knowledge/Skills/Abilities: Advanced expertise in knowledge management frameworks and content governance models. Strong business analysis and process modeling skills; able to translate complex needs into actionable solutions. Advanced facilitation, communication, and presentation skills across all organizational levels. Strong proficiency with Business Analysis (BA) and UAT tools (JIRA, Confluence, ALM, SharePoint, KM platforms). Solid familiarity with change management methodologies, such as ADKAR (Awareness, Desire, Knowledge, Action, Reinforcement) and Kotter, to drive adoption. Strong analytical skills to measure process impact and knowledge usage. Comfortable managing vendors, platforms, and external consultants. Strong knowledge of SDLC (Software Development Life Cycle) and agile practices to align process and knowledge requirements with development cycles. Strong analytical skills to quantify process impacts and measure knowledge usage. Solid ability to coach and mentor colleagues on process improvement and knowledge management best practices. Licensing/Certifications: Lean Six Sigma certification (Green or Black Belt preferred). Knowledge Management or Process Excellence certifications (e.g., APQC, AIIM) a plus. CBAP, PMI-PBA, or ISTQB certification a plus. Travel: May be required to periodically attend offsite training, meetings or events, typically with advance notice. Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Typical office environment with frequent sitting, walking and standing. Ability to sit ~85% of the day. Ability to keyboard and read computer screen for ~65% of the time during which one is seated. Ability to work 40 hours per week with some weeks requiring extra hours, including weekends and evenings, to complete projects (if required). EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 108 Salary Range: minimum-$132,000, midpoint-$160,000, maximum-$188,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 15% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations

Join the team that makes every Chase Card campaign shine! As a Business UAT Analyst, you'll be the quality champion behind the scenes, ensuring our marketing messages wow customers-whether they land in a mailbox or pop up online. As the Business UAT Analyst I - Campaign Testing within the Card marketing validation team, you will be responsible for developing and maintaining test scenarios, test plans, and test cases used for testing. You will collaborate with Card Marketing, Marketing Channel Execution, and Card Legal, Compliance, and Controls teams to ensure marketing materials are accurate, compliant, and functional. Your role will involve creating testing strategies, preparing test cases, conducting testing, and reviewing results for final campaign manager sign-off. You will interact with campaign management, project management, and development teams to develop a strong understanding of the project/campaign and testing objectives. **Job responsibilities** + Interact with campaign management, project management and development teams to develop a strong understanding of the project/campaign and testing objectives. + Develop and lead the test strategy/effort and generate scripts to perform testing cycles both manual and using automation. + Review campaign requirements, specifications, user documentation, help files, and other project documentation - job aids/procedures to assure quality of the test suites to be developed. + Collaborate with appropriate business and technology leads to determine the acceptable range for test results and performance. + Ensure proper version control and configuration management of all test objects developed and test environments used. + Create and maintain the job aids & procedures associated with the testing standards and used by Card marketing validation team. + Support production deployment of campaigns and perform validation testing during the off-hours/weekend release windows. + Identify process gaps and streamline processes to improve efficiency. **Required qualifications, capabilities, and skills** + Possess Bilingual Spanish capabilities + Minimum 4 years of experience in E2E campaign testing across emails, Direct mail, microsites with strong collaboration, project management skills + Experience in campaign processes and ability to understand various channels of communications to customers with strong attention to detail and problem solving skills. + Experience in execution of automated test suites with hands - on experience in both waterfall and Agile SDLC models + Knowledge and experience on JIRA tool with data extraction and data driven insights for process efficiencies + Proven ability to manage and prioritize multiple, diverse projects simultaneously. + Excellent verbal and written communication skills to co-ordinate effectively with partners, project & testing teams and bridge the communication gaps. + Excellent problem solving, interpersonal communication , project and time management skills while being extremely detail oriented 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

Join the team that makes every Chase Card campaign shine! As a Business UAT Analyst, you'll be the quality champion behind the scenes, ensuring our marketing messages wow customers-whether they land in a mailbox or pop up online. As the Business UAT Analyst I - Campaign Testing within the Card marketing validation team, you will be responsible for developing and maintaining test scenarios, test plans, and test cases used for testing. You will collaborate with Card Marketing, Marketing Channel Execution, and Card Legal, Compliance, and Controls teams to ensure marketing materials are accurate, compliant, and functional. Your role will involve creating testing strategies, preparing test cases, conducting testing, and reviewing results for final campaign manager sign-off. You will interact with campaign management, project management, and development teams to develop a strong understanding of the project/campaign and testing objectives. Job responsibilities Interact with campaign management, project management and development teams to develop a strong understanding of the project/campaign and testing objectives. Develop and lead the test strategy/effort and generate scripts to perform testing cycles both manual and using automation. Review campaign requirements, specifications, user documentation, help files, and other project documentation - job aids/procedures to assure quality of the test suites to be developed. Collaborate with appropriate business and technology leads to determine the acceptable range for test results and performance. Ensure proper version control and configuration management of all test objects developed and test environments used. Create and maintain the job aids & procedures associated with the testing standards and used by Card marketing validation team. Support production deployment of campaigns and perform validation testing during the off-hours/weekend release windows. Identify process gaps and streamline processes to improve efficiency. Required qualifications, capabilities, and skills Possess Bilingual Spanish capabilities Minimum 4 years of experience in E2E campaign testing across emails, Direct mail, microsites with strong collaboration, project management skills Experience in campaign processes and ability to understand various channels of communications to customers with strong attention to detail and problem solving skills. Experience in execution of automated test suites with hands - on experience in both waterfall and Agile SDLC models Knowledge and experience on JIRA tool with data extraction and data driven insights for process efficiencies Proven ability to manage and prioritize multiple, diverse projects simultaneously. Excellent verbal and written communication skills to co-ordinate effectively with partners, project & testing teams and bridge the communication gaps. Excellent problem solving, interpersonal communication , project and time management skills while being extremely detail oriented

JobID: 210683645 JobSchedule: Full time JobShift: : Join the team that makes every Chase Card campaign shine! As a Business UAT Analyst, you'll be the quality champion behind the scenes, ensuring our marketing messages wow customers-whether they land in a mailbox or pop up online. As the Business UAT Analyst I - Campaign Testing within the Card marketing validation team, you will be responsible for developing and maintaining test scenarios, test plans, and test cases used for testing. You will collaborate with Card Marketing, Marketing Channel Execution, and Card Legal, Compliance, and Controls teams to ensure marketing materials are accurate, compliant, and functional. Your role will involve creating testing strategies, preparing test cases, conducting testing, and reviewing results for final campaign manager sign-off. You will interact with campaign management, project management, and development teams to develop a strong understanding of the project/campaign and testing objectives. Job responsibilities * Interact with campaign management, project management and development teams to develop a strong understanding of the project/campaign and testing objectives. * Develop and lead the test strategy/effort and generate scripts to perform testing cycles both manual and using automation. * Review campaign requirements, specifications, user documentation, help files, and other project documentation - job aids/procedures to assure quality of the test suites to be developed. * Collaborate with appropriate business and technology leads to determine the acceptable range for test results and performance. * Ensure proper version control and configuration management of all test objects developed and test environments used. * Create and maintain the job aids & procedures associated with the testing standards and used by Card marketing validation team. * Support production deployment of campaigns and perform validation testing during the off-hours/weekend release windows. * Identify process gaps and streamline processes to improve efficiency. Required qualifications, capabilities, and skills * Possess Bilingual Spanish capabilities * Minimum 4 years of experience in E2E campaign testing across emails, Direct mail, microsites with strong collaboration, project management skills * Experience in campaign processes and ability to understand various channels of communications to customers with strong attention to detail and problem solving skills. * Experience in execution of automated test suites with hands - on experience in both waterfall and Agile SDLC models * Knowledge and experience on JIRA tool with data extraction and data driven insights for process efficiencies * Proven ability to manage and prioritize multiple, diverse projects simultaneously. * Excellent verbal and written communication skills to co-ordinate effectively with partners, project & testing teams and bridge the communication gaps. * Excellent problem solving, interpersonal communication , project and time management skills while being extremely detail oriented

Hours: 40 Pay Details: $72,280 - $117,520 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Financial Crime Risk Management : Department Overview: The U.S. FCRM Monitoring & Testing Team is responsible for maintaining a dynamic, risk-based, 2LoD testing process designed to periodically review the design and operating effectiveness of key processes and controls and assess compliance with relevant key laws, rules, and regulations. The Testing Team staff are objective and separate from FCRM Program execution activities and responsible for an Annual Test Plan comprised of mandatory and risk-based testing of financial crime risks owned by the first and second lines of defense. Job Description Summary: The Senior FCRM Testing Analyst executes independent testing of FCRM controls / systems for assigned businesses, and operational units across the Bank to evaluate the effectiveness of these controls in covering associated risk. This role is capable of independently executing and having responsibility for various activities (e.g., test plan development, executing test steps) throughout the testing lifecycle within agreed timelines. Depth & Scope: * Works Independently as a subject matter expert regarding assigned testing areas and objectives, including related regulatory requirements * Develops testing documentation and results reporting in-line with testing requirements * Understands the use of controls for managing financial crimes risk and applies this understanding to independently evaluate controls effectiveness and develop recommendations for enhancement * Undertakes and completes a variety of projects and initiatives as part of the testing function Education & Experience: * Undergraduate degree or equivalent work experience * 5+ years experience Preferred Skills: * A deep knowledge of Anti-Money Laundering (AML) processes * Detailed Testing of Risk and Controls related to Bank Secrecy Act (BSA), AML, Sanctions and Anti-Bribery & Anti-Corruption * Strong communication and written skills and the ability to work with and influence Senior Stakeholders * Ability to multi-task and work on more than one review at a time Customer Accountabilities: * Executes testing engagement work in accordance with established standards to achieve completion within targeted timelines * Conducts skilled analytical research and analysis as part of the assigned testing objectives * Works collaboratively with key partners throughout the testing engagement * Presents objective and independent opinion on the adequacy of processes and controls in accordance with regulatory and internal requirements * Executes follow-up of findings raised from testing reviews in accordance with established standards * Provides subject matter expertise on FCRM controls and processes and/or input to projects/initiatives as a representative for area of the FCRM testing function * Proactively identifies matters which require additional attention, further escalation, or review, and liaises with the appropriate groups to resolve Shareholder Accountabilities: * Prioritizes and manages own workload to deliver quality results and meet assigned timelines * Contributes to the analysis, due diligence, and implementation of initiatives within defined assignments * Adheres to internal policies, standards and procedures, methodologies, and applicable regulatory requirements * Understands the operations of the business unit / area being tested and to identify potential FCRM risks and apply information to complete * Clearly and concisely documents research as required to understand requirements specific to an engagement * Keeps abreast of emerging trends / developments and changes to regulatory framework, internal policies, and standards * Knowledge of current and emerging trends, risk and typologies of money laundering, terrorist financing and sanctions * Actively manages relationships within and across various business lines, corporate and/or control functions, and ensures alignment with enterprise and/or regulatory requirements * Effectively communicates results to FCRM Testing management and the stakeholders * Maintains a culture of risk management and control, supported through FCRM testing Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest * Provides thought leadership and/or industry knowledge for own area of expertise and participates in knowledge sharing with the team and/or business unit * Keeps current on emerging trends / developments and grows knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including potential cross training within own team * Keeps team members informed and up to date about the status / progress of projects and/or all relevant or useful information related to day-to-day activities * Develops relationships with internal and external business partners / stakeholders to develop productive working relationships * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2026 Summer Internship - Business Development Support Analyst, US Internship positions are located at PIMCO's Newport Beach, CA Headquarters. You're eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment at a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English See yourself as a Business Development Support Analyst: The Business Development Support group plays an integral part in the initial sales/marketing process for prospective clients, as well as in the servicing of PIMCO's existing clients and investment consultants worldwide. The BDS team utilizes a collaborative team approach and works closely with PIMCO's investment professionals, especially with Product Strategists and Account Managers, to respond to new business proposals across PIMCO's public and private market strategies and provide superior client servicing. Your primary responsibilities will include: Developing a strong understanding of the firm's strategy offerings and overall investment approach; presenting strategy summaries in bi-weekly meetings Researching and analyzing market trends, competitor activities and client needs to provide actionable insights Learning how to access, analyze and report data from the firm's proprietary systems, the BDS team's content library software and other data solutions actively used across the firm to service clients. Assisting with the completion of Requests for Proposals (RFPs) and questionnaires (general and due diligence), and various ad hoc requests to maintain strong client relationships and aid in business growth You'll excel as a Business Development Support Analyst if you: Demonstrate proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) Are familiar with financial markets and have a strong interest in learning about fixed income, the asset management industry, and client/consultant relationships Have demonstrated strong analytical and problem-solving skills, which are crucial for data analysis and market research Have excellent time management & organizational skills and ability to flourish in a challenging, fast-paced, professional environment Show commitment to quality and attention to detail; ensure that work is complete, accurate and on time Show strong communication skills and ability to interact professionally with all levels of internal and external personnel in both written and verbal communications Have experience or prior college internships in a financial, client-oriented role and/or demonstrated interest through business, finance, and analytics coursework, as well as relevant professional and student organizations While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th, 2026, with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open in August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit ****************************** PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 37.50 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.