Business Intelligence Analyst jobs at Discover - 330 jobs

The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: Salary & Benefits U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,900.00 to 217,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Global Data Office With data being the fuel that drives our future - our strategies, policies, and business successes around data will define our future growth prospects. Unlocking the value available through the innovative use of data on behalf of consumers, businesses, and communities is key to our future. With our ongoing commitment to Visa's Data Values and the responsible use of data, we at Visa have a bold vision to continue to grow and accelerate our data-related businesses and capabilities. Led by Visa's Chief Data Officer, the Global Data Office coordinates high-impact, complex, company-wide projects related to data business strategy, critical investments, policy development, and marketplace execution. Working closely with Visa's Chief Privacy Officer, the Technology organization, the wider data community, and the full set of Visa's global lines of business, the Global Data Office is evolving Visa's data-related work with momentum and enthusiasm. Driven by its commitment to trusted use of data, Visa is seeking enthusiastic leaders who are change-agents and passionate about the future of data around the world. This position will support the Strategy Team in the Global Data Office - it is well-suited to candidates with a background in strategy consulting, management consulting or corporate strategy. The role will involve participation in projects to define and communicate Product, Data & AI strategy - as well as communications and market insights. Responsibilities include: Data Strategy Projects Participate in strategy projects and lead workstreams Structure and solve business problems, collaborating with internal stakeholders to make recommendations Develop rigorous, fact-based, quantitative analysis to support recommendations Monitor and report on project progress, identifying and addressing any issues or risks. Market Insights and Analysis Conduct market research and analysis to identify trends, opportunities, and challenges related to data strategy and AI Provide insights and recommendations to support strategic decision-making and business growth. Reporting and Deliverables Produce key project deliverables such as presentation materials and reports Draft product stories, case studies, market updates and key messages for internal communications - supporting Product Marketing and Communications teams as required. This is a hybrid position. Expectation of days in office will be Tuesday, Wednesday and Thursday. Qualifications Basic Qualifications: 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications: 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) Experience in strategy development or consulting Experience of working with cross-functional teams, including product, marketing and communications Passion for payments and emerging technologies, especially AI. Skills and Competencies: Strong analytical and problem-solving skills with the ability to interpret complex data and analytics Ability to manage multiple priorities in a fast-paced, dynamic environment Proficiency in Excel, PowerPoint, and data analytics tools and software Strong communication and stakeholder management skills Strong project management and organization with the ability to independentlylead workstreams Payments experience preferred Additional Information Work Authorization: Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Relocation: This role does not provide relocation assistance. Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Analyst, Transactions page is loaded## Analyst, Transactionslocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: R2137**Job Description Summary**For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Analyst will serve as a member of the Transactions team supporting the investment function in investing capital as well as improving business operations. The role will have exposure to a wide range of activities surrounding the transaction closing process. This includes but is not limited to communication among relevant internal and external parties, supporting closing process and documentation, recording and reconciling transactions in our internal systems, and Know Your Client (KYC). This position will serve as a liaison with internal departments such as Legal, Accounting, Treasury, Tax, Compliance, and Portfolio Analytics, in addition to external parties, while observing all internal policies. The Analyst will support investments made from our offices in Boston, Toronto, London, Hong Kong, and Singapore. Prior experience with private equity, private credit, or corporate law firm would be an asset. Ability to provide notary services as a Notary Public of Massachusetts would also be an asset. This role is not focused on evaluating investment opportunities.## The ideal candidate is someone who is:* An exceptionally organized individual with an outstanding attention to detail* A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision* Quick to develop a strong understanding of new systems, data relationships, and processes* Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams## ## What you will do:* Coordinate documentation in support of investment execution (e.g., obtaining signatures, tax and compliance documents, wiring instructions, contact sheets)* Work closely across multiple groups and geographies to ensure compliance with all closing processes, internal documentation, and reporting procedures* Assist with the implementation of Transactions strategic initiatives, ad-hoc operational projects, and other aspects of group management* Maintain internal systems for planning and tracking investment closings for firmwide reference* Support associates/senior associates to facilitate and prepare the funding package for investments, ensuring that all requirements are satisfied completely, accurately, and in a timely manner* Reconcile discrepancies and work in internal systems and with internal business partners to ensure that appropriate information is entered in our systems accurately and completely* Track and upload transaction related legal and authorization documents* Prepare invoices for deal-related expenses and provide allocations for deal-related invoices received* Monitor incoming legal communications from General Partners* Provide Notary Public services* Other responsibilities as required## ## What you bring:* Proven problem-solving and analytical skills* Strong attention to detail* An ability to handle multiple projects* Excellent written and verbal communication skills* Experience working with Microsoft Excel, Word and PowerPoint* Prior experience with private markets or corporate law would be an asset## ## Education Preferred* Bachelor of Arts (B.A) or equivalent experience* Bachelor of Science (B.S) or equivalent experience**Experience*** 0-2 Years relevant experience preferred#LI-Hybrid**Salary Range**$70,000.00 - $90,000.00This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities. #J-18808-Ljbffr

Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents. To be successful as a Municipals Analyst, you should have experience with: Financial services, government, or related field Ample quantitative abilities Excellent written and verbal communication skills Multitasking while exhibiting a high level of attention to detail Understanding of finance and bond math Some other highly valued skills may include: Experience with DBC Finance Program Demonstrated interest in public policy Familiarity with and understanding of financial markets High level of energy, positive attitude, and mental curiosity You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills. This role is located in San Francisco, CA. This role is regulated by FINRA. Minimum Salary: $110,000 Maximum Salary: $125,000 The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available. Purpose of the role To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis. Accountabilities Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities. Market research and analysis to identify industry trends, potential deal opportunities, and client needs. Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions. Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services. Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions. Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement. Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources. If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate. Will have an impact on the work of related teams in the area. Partner with other functions and business areas. Takes responsibility for end results of a team's operational processing and activities. Escalate breaches of policies / procedure appropriately. Take responsibility for embedding new policies/ procedures adopted due to risk mitigation. Advise and influence decision making within own area of expertise. Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct. Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function. Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function. Make evaluative judgements based on the analysis of factual information, paying attention to detail. Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Guide and persuade team members and communicate complex / sensitive information. Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation. All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave. #J-18808-Ljbffr

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description With data being the fuel that drives our future - our strategies, policies and business successes around data will define our future growth prospects.Unlocking the value available through the innovative use of data on behalf of consumers,businessesand communities is key to our future.With our ongoing commitment to Visa's Data Values and the responsible use of data, we at Visa have a bold vision to continue to grow and accelerate our data-related businesses and capabilities. Led by Visa's Chief Data Officer, the Global Data Office coordinates high-impact, complex, company-wide projects related to data business strategy, critical investments, policydevelopmentand marketplace execution. Working closely with Visa's Chief Privacy Officer, the Technology organization, the wider datacommunityand the full set of Visa's global lines of business, the Global Data Office is evolving Visa's data-related work with momentum and enthusiasm.Driven by its commitment to trusted use of data, Visa is seeking enthusiastic leaders who are change-agents and passionate about the future of data around the world. We are seeking aProduct Analystto work on merchant data platform initiatives globally.You will work closely with product managers and engineering teams to manage GenAI/MLdatainitiatives, analyze merchant and transaction data to improvedata quality across Visa's merchant platform and distill merchant data and stakeholder feedback into meaningful roadmap, productprogramsand merchant stakeholder experiences.You willutilizeyour analyticalskills and effectivecommunication abilities todirectlyimpactemergingagentic commerce initiatives that rely on Visa's merchant data. Essential Functions Work and manage our support team to resolvestakholderconcerns and evolve our current support processes Help to streamline how Merchant Product Managementcollaborates with Visa business groupsthatulitizemerchant data products Gather and implement feedback and recommendations for howwe can improve ourdata quality, datapartnershipsand stakeholder consumption of merchant data Provide strategic direction and thought leadership and a vision for ourprogram initiatives, definingworld-classmerchantsupport Understand core elements of our operations and product strategy, and drive innovative and scalable opportunities across quality of experience, scale, instrumentation andcontributetothe MDP productroadmap Provide program and project management support for major platform, product, andtool driven change initiatives Develop departmental procedures and best practices standards Develop expert knowledge on the features and business applications of our products Proactively review user trends to make recommendations for improvement of current processes,policiesand tools Identifyand analyze sources of risk within our platform This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Relocation assistance is not provided for this role. Qualifications Basic Qualifications 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) Additional Information Work Authorization:Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Global Data Office - With data being the fuel that drives our future - our strategies, policies, and business successes around data will define our future growth prospects. Unlocking the value available through the innovative use of data on behalf of consumers, businesses, and communities is key to our future. With our ongoing commitment to Visa's Data Values and the responsible use of data, we at Visa have a bold vision to continue to grow and accelerate our data-related businesses and capabilities. Led by Visa's Chief Data Officer, the Global Data Office coordinates high-impact, complex, company-wide projects related to data business strategy, critical investments, policy development, and marketplace execution. Working closely with Visa's Chief Privacy Officer, the Technology organization, Government Solutions, the wider data community, and the full set of Visa's global lines of business, the Global Data Office is evolving Visa's data and AI-related work with momentum and enthusiasm. Driven by its commitment to trusted use of data and AI, Visa is seeking enthusiastic leaders who are change agents and passionate about the future of data around the world. Visa's Global Data Office develops and manages a portfolio of innovative data solutions powering multiple lines of business, government, and merchant clients. These products deliver actionable insights, improve operational efficiency, and unlock opportunities for growth and customer engagement. The Data Product Analyst plays a critical role in supporting data products across their lifecycle, with a strong focus on analytics, insights, and AI-driven recommendations Key Responsibilities: Collaborate with product managers on data products, supporting pipeline management, sales enablement, and cross-functional projects with marketing, sales, engineering, and operations. Own feedback tracking for all supported products, organize, manage, and synthesize client, user, and internal input to inform product improvements and prioritization. Manage client onboarding and workspace setup processes across the product portfolio, ensuring seamless experiences and accurate billing. Address client inquiries and product-related issues, working with marketing to create product collateral, case studies, and demo assets. Support development of AI-powered features and data-driven insights to enhance product value. Assist in analyzing product performance metrics and generating actionable recommendations for optimization. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications: 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications: 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) Experience working with merchants or merchant-focused data products. Exposure to building or supporting new data or AI-driven products. Technical background or familiarity with data engineering, analytics, or AI/ML concepts. Strong understanding of data visualization and insights generation (e.g., dashboards, recommendation engines). Proficiency with modern analytics tools (Tableau, Looker, SQL) and experience with AI/ML frameworks is a plus. Familiarity with product/project management platforms (e.g., JIRA, Asana). 2+ years of experience in a data analysis, consulting, product, or project management role. SaaS or digital product experience preferred. Strong analytical, problem-solving, and critical thinking skill, able to interpret and translate complex data for diverse audiences. Excellent communication and stakeholder management skills. Highly organized with strong project management capabilities, able to prioritize tasks across concurrent initiatives. Additional Information Work Authorization: Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Relocation:This role does not provide relocation assistance. Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY The Senior Business Intelligence Analyst is central to enhancing and ensuring the smooth operation of the Data Warehouse, Data Marts, SAP Business Objects reporting. The Analyst will gather requirements from the end-user and interface with multi-disciplinary teams within the Bank to support the creation and delivery of timely, action-oriented intelligence. The Analyst will also promote the IT vision to achieve a cross-functional, integrated reporting and analysis environment for users. Strong ability to understand critical business processes and to analyze complex problems is essential for the successful execution of value-added analytics. The Analyst must have a strong commitment to quality and be skilled in operating and promoting an environment of teamwork. The Analyst must be systematic and meticulous with details to effectively process large amounts of data into meaningful information. ESSENTIAL FUNCTIONS Engage with Business Units to determine, define, and prioritize BI needs, aligning with business strategies and operational objectives. Design, refine, and deploy reports using advanced tools like QlikView, Power BI, SAP BusinessObjects, and SSRS. Guarantee the integrity and accuracy of reporting frameworks and deliverables. Draft or assess technical design documents, ensuring the pinpoint development of reporting solutions. Spearhead or assist in testing to validate that insights align with defined requirements. Uphold a repository of model documents, templates, and other reusable BI assets. Provide technical support for existing reports, dashboards, and related tools. Oversee and enhance current BI solutions, ensuring troubleshooting support and addressing routine processing needs. Proactively sift through data to identify and act upon business enhancement opportunities. Drive the design and fine-tuning of ETL (SSIS) processes to fetch and integrate data from diverse sources. Champion efforts to amplify data quality and roll out novel improvement initiatives. Contribute to both logical and physical data modeling initiatives, strengthening BI strategies. QUALIFICATIONS Education: Bachelor's degree in Information Systems, preferred. Finance Accounting Technology, or finance-related discipline, preferred. Experience: 4-6 years of experience as a Business Analyst, Data Analyst, or in a similar position, preferably in financial institutions. A strong background in the following is required: Mastery in Structured Query Language, especially within the Microsoft SQL Server framework. Reporting/Business Intelligence tools such as Business Objects, SSRS, QlikView. Data marts and data warehouse. Good understanding of SQL, relational databases, mathematical formula, and data integration fundamentals. Demonstrable strengths in data-driven reporting and effective interpreting based on the discovery and findings. Skills/Ability: Strong written and verbal communication skills. Able to effectively communicate with peers and managers. Self-motivated. Must be able to prioritize, multi-task, and meet agreed deadlines. Able to work both independently and in a team. OTHER DETAILS $36.06 - $43.27 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Navy Federal is seeking a highly skilled and experienced Business System Analyst III / Product/ Experience Owner to join our dynamic team. In this role, you will operate as a key partner within or supporting the Agile Release Train (ART), contributing directly to product strategy, roadmap execution, and continuous delivery of value for our Commercial Lending technology platforms. You will work closely with Product Owners, Release Train Engineers, business stakeholders, and technical teams to ensure business needs are clearly understood, documented, prioritized, and translated into business and technical user stories/use cases. This role blends systems expertise with product-oriented thinking, advancing platform capabilities, and driving outcomes that enhance our commercial lending and business membership experience. You will play a crucial role in translating business objectives into actionable technical solutions, ensuring that our systems effectively support and elevate our business operations. Responsibilities Support product vision and longterm roadmap development by identifying business needs, capability gaps, and enhancement opportunities. Partner with business product managers and technical resources to refine features, maintain a healthy backlog, and ensure alignment with ART and organizational priorities. Use elicitation and storytelling techniques to understand desired functional requirements from business leaders. Develop and/or identify use-cases (user-stories) to support technical work aligned to desired business outcomes. Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output. Conduct and/or facilitate user acceptance testing to include developing and executing test cases, communication with project teams, validating and documenting results. Execute a wide range of analysis [e.g. gap, root cause, cost savings, time savings (efficiency gains)] and others essential to support business and technical objectives. Collaborate with internal teams to plan, coordinate and execute product changes, updates and releases within time and resource constraints. Develop artifacts and/or deliverables to help facilitate common understanding of technically complex subjects. Develop high-level epics and/or features to identify key objectives aligned with desired business outcomes. Lead the development and refinement of features into product backlog items within Azure Dev Ops. Collaborate with project leaders to schedule and lead assigned tasks to support project progress. Communicate regularly with leaders on professional responsibilities, tasks, blockers, and risks. Provide formal/informal training maximizing opportunities for technical skill set development. Research emerging technologies and recommend solutions that align with business goals. Proactively identify gaps and corresponding solutions within team processes. Produce artifacts and/or deliverables as required to support project progress. Identify key metrics or data to support business and/or technical objectives. Demonstrate critical thinking and problem-solving abilities. Perform other duties as assigned. Qualifications Highly experienced as a Product /Experience Owner, operating within or supporting an Agile Release Train (ART). Highly experienced as a systems or business analysts' role, preferably within a financial institution. Experience in Azure Dev Ops (ADO) or similar platforms for documenting and communicating project responsibilities, assigning tasks, and managing backlogs. Experience in developing dashboards, queries and additional platform functionality to optimize workflow and reporting on platforms such as Jira, ADO or Power BI. Strong understanding of commercial lending processes (origination, servicing, compliance) at a financial institution. Experience in participating and/or leading agile ceremonies and additional project meetings to drive progress. Bachelor's Degree in a related field, or the equivalent combination of training, education and experience. Experience in Independently leading large projects/initiatives with minimal leadership oversight. Experience with Agile methodologies (Scrum, SAFe) and project management tools. Experience in leading, guiding and coaching professional staff. Experience with M365 environment and associated products. Hours: Monday - Friday, 8:00AM - 4:30PM EST Location: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive Pensacola, FL 32526 | 141 Security Drive Winchester, VA 22602 | 9999 Willow Creek Road San Diego, CA 92131 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 153,700.00 to 246,200.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

The Senior Business Analyst IT is responsible for working with a variety of stakeholders to design, develop, configure, test and deploy Cass TIS solutions to ensure maximum efficiency and effectiveness. This position verifies the completeness of requirements and coordinates the efforts of team members and consultants to deliver projects according to plan. PRINCIPAL RESPONSIBILITIES AND DUTIES: Evaluates business requests to determine feasibility; researches and identifies options that best serve business needs. Conducts gap analysis between application and stated customer requirements and collaborates with System Architects and developers to estimate project impact. Documents business requirements, technical requirements, processes and workflows. Compiles, analyzes and interprets complex data to identify trends or troubleshoot issues. In collaboration with senior management and stakeholders, establishes project scope, goals, and deliverables that support business goals. Develops project plans and associated communication documents to successfully implement solutions. Effectively communicates project expectations to team members and stakeholders in a timely and clear fashion. Proactively identifies and manages project dependencies and critical path. Defines acceptance criteria, creates use cases and performs acceptance testing for product level enhancements. Promotes Business Analyst team development by recommending best practices and advising junior Business Analysts within the team. Other duties as assigned. KNOWLEDGE AND MINIMUM REQUIREMENTS: Advanced ability to translate business needs into viable/acceptable solutions. Experience conducting requirements analysis with business stakeholders and translate into detailed process flows and functional specifications for development teams. Relational database experience with Microsoft SQL Server preferred. Proficient with Microsoft Office products with emphasis on Word, Excel and Visio. Ability to work both independently and in a team-oriented, collaborative setting. Ability to conform to shifting priorities, demands, and timelines. Ability to work effectively with, and elicit cooperation from, stakeholders at all levels of the organization. Excellent problem-solving and analytical skills Strong written and verbal communication skills. Strong interpersonal skills. Ability to effectively prioritize and execute tasks in a complex environment. A bachelor's degree in computer science or business administration with an emphasis in management information systems or equivalent work experience. 3-5 years of direct work experience in a Business Analyst or similar capacity, including all aspects of process development and execution. APPLICATION PROCESS: You can directly apply through Cass's website at careers. Please apply directly to this position via the "Apply" button. You will be required to create an account and provide your resume, contact information and other pertinent employment information. This process typically takes 20 minutes or less. Should we find that you meet the minimum requirement of the position, a member of our recruiting team will be in touch to start the interview process. ABOUT OUR COMPANY: Cass Information Systems, Inc. (NASDAQ: CASS) is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communication networks, facilities, and other operations. Disbursing over $94 billion annually on behalf of its clients, and with total assets of $2.4 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly-owned subsidiary, Cass Commercial Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass was recently named as one of America's best midsize companies by a leading publication and is part of the Russell 2000. More information is available at ***************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world. Progress starts with you. Job Description Are you passionate about the future of stablecoin payments and driven by opportunities to scale new products and businesses? As the Visa Crypto Solutions Analyst, you will be responsible for working with clients on their stablecoin strategy and helping to position and sell Visa crypto solutions across key client types such as banks, merchants, fintech, and enablers. This role requires a professional with product and technical acumen who can interact effective with clients to support sales opportunities that will be led by account executives and specialized crypto sellers. The crypto solutions sales team works closely with Visa's crypto product and strategy teams, account managers, risk, legal, and finance to execute sales opportunities. This analyst will be an early team member and involved in shaping Visa's global and regional go-to-market strategies, seller trainings and tools, and providing ecosystem feedback to influence Visa's product roadmap. Responsibilities will include: Provide solutioning, problem solving and sales support with key clients, enablers, and other ecosystem partners - operating as a product and blockchain subject matter expert with clients and internal stakeholders Support implementation projects and coordination between sales, product, and operation teams to help Visa clients launch Visa Crypto Solutions (post-sales support) Support sales teams with pre-sales preparation including research and preparation of sales materials - customization of collateral, etc. including work with design teams Help shape Go-To-Market strategy and execution for Visa Crypto solutions at a global level - with clients and working closely with regional counterparts on go-to-market and client activities Support broader training and tooling relative to Visa Crypto solutions intended to replicate the solutioning support model across Visa account and sales teams This is a hybrid position.Expectationofdays intheoffice will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) Preferred Qualifications: 3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) 2+ years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD) Financial services, crypto, and/or payments industry experience required High product acumen and solutions mindset Proven ability to understand, communicate, and problem solve with client on technical solutions Strategic thinking and thought leadership with subject matter explain in stablecoins and blockchain technology Teamwork, interpersonal & relationship-building skills, and ability to influence clients and stakeholders based on technical acumen Acumen with AI tooling for research and prototyping Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for this position is 104,900.00 to 163,000.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for identifying, developing, supporting and/or implementing new operational processes and systems that increase efficiency and effectiveness within branches and back-office units. Responsible for analyzing financial data and transactions to identify risks and opportunities for improvement. Planning, organizing, tracking, and controlling the efforts and resources of various moderate scope operations projects. Support user acceptance testing for banking applications, ensuring the new enhancements meet the business requirements and function as intended. Support the delivery of solutions that improve everyday business processes, meet set objectives and solve business problems within agreed upon schedule. ESSENTIAL FUNCTIONS Support Business Units reporting needs by gathering and analyzing data using Business Intelligence (BIC) for the purpose of identifying solutions for strategic business needs and/or operational requirements. Design and develop reports using Business Intelligence (BIC) to support the operations department in meeting operational and strategic reporting requirements. Maintain a library of model reports for various types of recurring or repetitive information gathering. Validate the integrity of reporting models and make changes as required. Compile data and prepare regularly scheduled or special management report requests. Assist with all aspects of systems related requests, including system testing and documentation. Manage the Business Change Request (BCR) process by guiding stakeholders through BCR forms submission, documentation for testing and validation and official sign-off for enhancements and changes. Open and monitor tickets with vendors such as FIS and Trustage for any IBS Insight and/or form issues. QUALIFICATIONS Education: College Graduate or equivalent experience required. Experience: Minimum three years of experience in banking/financial services. IBS Insight Deposit System knowledge including familiarity with BIC, TellerInsight, Sales Management and Deposit Origination functionality required. System testing experience required. Must have a good understanding of banking and branch operations. Skills/Ability: Analytical approach to research. Good understanding of project management concepts. Good organizational skills. Ability to communicate with staff at all levels. PC proficiency, including Excel, Word and PowerPoint. Ability to work with minimal supervision. Familiarity with branch and back-office functions, systems and related policies and procedures and regulatory issues. Ability to work independently and in a team environment. Ability to organize and coordinate multiple tasks. Detail oriented. Strong analytical, critical thinking along with written and verbal communication skills. Must show initiative, be self-motivated, and adapt well to a changing environment. Must be committed to seeking opportunities for improvement and possess the ability to achieve results despite challenges. OTHER DETAILS $74K - $82K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY The nCino Business Systems Analyst has a crucial role in supporting the bank's utilization and adoption of the nCino application system. This position involves collaborating with various banking teams to enhance the implementation and support commercial lending and deposit origination processes. This role serves as a liaison between business and technology teams to ensure that business objectives are met through effective solutions and testing strategies. Furthermore, this position works closely with supporting nCino business and technology teams to ensure system changes and implementations are deployed accordingly. ESSENTIAL FUNCTIONS Apply best practice techniques to perform basic administration of nCino using Salesforce's comprehensive configuration tools. Diagnose and resolve end user issues in a manner that exemplifies Cathay Bank's high standards of client service. Design and maintain custom reports, dashboards, and processes to facilitate comprehensive data analysis and provide strategic business insights. Conduct thorough testing of IT-related configuration changes in nCino and document in accordance with the established change management process to ensure adherence to quality control standards. Manage the Business Change Request (BCR) process by guiding stakeholders through BCR forms submission, documentation for testing and validation, and official sign-off across environments for enhancements and changes. Open and monitor tickets with third-party vendors including nCino, Sandbox Banking, and Informatica to resolve issues involving middleware integration and nCino core functionality. Collaborate with the institution's managed services vendor to track current projects and feature updates. Assist in the creation and upkeep of a centralized repository for routine nCino system administration procedures such as service account maintenance and regular monitoring of integration processes. Develop an nCino release and middleware update management strategy to track major release schedules across all integration platforms to ensure system versions are up to date and tested. Maintain nCino UAT Sandbox refresh checklist to ensure functionality of nCino's test environment. Keep informed on the latest developments and recommended best practices by consulting resources available through nCino Community knowledge articles and nCino University courses. Assist the Access Security department with managing user access. Process and deliver report requests from the Internal Audit department. Coordinate and schedule meetings with internal and external partners as needed. QUALIFICATIONS Education: Bachelor's degree in a business or technology field or equivalent work experience. Experience: 1-3 years of experience in an enterprise IT role or technical related role required. Strong overall technical background. Experience with ticketing systems. Proficiency in data manipulation or data-related applications. Experience with nCino or Salesforce, preferred. Experience with ServiceNow, preferred. Banking background and experience, preferred. nCino Administrator Certification, preferred. Salesforce Administrator Certification, preferred. Skills/Ability: Strong problem-solving skills. Ability to communicate effectively with both internal and external stakeholders. Ability to create and maintain documentation for technical processes and configurations. Ability to adhere to compliance regulations and policies. Ability to understand business processes, industry trends, and strategic goals. OTHER DETAILS $70K - $90K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Senior Business Analyst As a Senior Business Analyst, you are responsible for planning, designing, developing and launching efficient business, financial and operations systems in support of core organizational functions and business processes. What You Will Be Doing Meeting with decision makers, systems owners, and end users to define business, financial and operations requirements, define systems goals, and identify and resolve systems issues Leading current state and future state documentation and coordinates prototype efforts for new systems for the purpose of enhancing business processes, operations and information process flow Create feature maps, user stories, and assist in the development process through the utilization of Agile and other software development methodologies Assist in the management of development efforts through Scrum and Kanban process, which includes scrum meetings, sprint planning, backlog grooming, and retrospective meetings. Preparing and delivering reports, recommendations or alternatives that address existing and potential trouble areas in operating systems across the organization Performing cost-benefit and return on investment analysis for proposed systems to aid management in making implementation decisions Creating business process models, specifications, diagrams and charts to provide direction to system programmers Developing test conditions, test scripts and performs test validation to ensure that the appropriate level of testing is performed prior to implementing system changes Planning, coordinating and performing in-depth tests, including end-user reviews, for modified and new systems, and other post-implementation support Bachelor's degree (BA or BS) from four-year college or university in the field of business administration, computer science, accounting or management information systems; and/or seven or more years work experience and/or training in the field of business systems analysis or software development; or equivalent combination of education and experience. Minimum of five years' experience in overseeing the design, development, testing, training and implementation of software and hardware solutions, systems or products. Possess in-depth technical and general business knowledge. Familiar with different development approaches including: traditional waterfall, agile, proto-typing, and other methods. Experienced in software requirement elicitation, documentation, analysis and testing. Experience in Business gap analysis and process flow modeling. Preferrred Experience: Supporting cloud development Banking experience Digital transformation experience Technical writing

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Assists in all aspects of monitoring activities related to the USA/FFIEC's Bank Secrecy Act Anti-Money Laundering Examination Manual's guidance. ESSENTIAL FUNCTIONS Maintains current knowledge of U.S. anti-money laundering rules and regulations. Adheres to departments internal policies and procedures. Reviews clients account transactional activities. Requests with the appropriate branch or department members for additional information, when necessary, to assist in the evaluation process. Prepares Case Investigative Write-ups. Perform other duties as assigned. Regular overtime is required, this includes occasional weekend days. QUALIFICATIONS Education: Bachelor's degree in accounting, Business Administration or related field or equivalent experience is preferred. Experience: One year plus of banking experience is preferred. One year plus of BSA/AML/OFAC related experience is preferred. Skills/Ability: Proficient in MS Word and Excel. Proficient written and oral communication skills; ability to communicate effectively. Proficient analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. Possess good organizational skills and attention to detail. OTHER CONSIDERATIONS Cooperates and works effectively with others; recognizes, supports, and respects others. Results of Bank's BSA/AML examinations will be considered in evaluating the individual's performance. OTHER DETAILS $26.44 - $33.65 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Provide overall analytical support for the department ensuring that Community Reinvestment Act (CRA) loans are correctly identified, evaluated, and maintained. Responsible for the completion of reports that monitor and track CRA performance for small business and community development loans. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank. ESSENTIAL FUNCTIONS Review lending data to identify and qualify loans reportable under the CRA (both small business and community development loans). Input and prepare data into Ncontracts data collection software for internal review and annual submission with precision. Assist in reviewing CRA compliance data that conforms to internal policy and procedures and external regulations. Prepare and maintain Community Development Loans Spreadsheet. Review the Downpayment Assistance Program (DAP) Grants for Director of Community Development/designee's approval. Perform for Director of Community Development/designee's approval the monthly Suspense GL Certification of DAP grants for submission to the Controller's Dept. Coordinate participation in Federal Home Loan Bank Board (FHLB) Workforce Initiative Subsidy for Homeownership (WISH) lending program and review documentation to ensure that loans qualify for reimbursement from the FHLB. Coordinate participation in FHLB's community programs, such as, the Middle-Income Downpayment Assistance, Access to Housing and Economic Assistance for Development (AHEAD), and the Empowering Black Homeownership matching grant program. Monitor reports and assist in the preparation of quarterly reports, self-assessment, and strategic plan. Provide Lending Status Reports for Director of Community Development and regional managers. Assist with the maintenance of CRA information updates - Intranet, Public File, Bulletin, forms and charts. Assist with CRA activity performance tracking in other areas as needed. Complete assigned training courses in a timely manner. QUALIFICATIONS Education: Bachelor's Degree preferably in Business, Accounting, or Finance preferred. Experience: Minimum one year of banking experience required; prior lending experience strongly preferred. Some working knowledge of accounting or commercial loan underwriting. Knowledge of CRA data collection software and SharePoint preferred but not required. Skills & Ability: Strong computer skills; proficient with Microsoft Office products. Good organizational and analytical skills. Good verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Highly enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities. Ability to work independently and meet deadlines. OTHER DETAILS $26.44 - $32.69 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Job Title: Business Intelligence Analyst Department: Information Technology Department Location: Littleton, MA Reports To: Director, Data Analytics Career Stream: Individual Contributor Classification: Hybrid/On-site with local travel (Must be able to travel locally on site to be considered) Exemption: Exempt Pay Grade: 11 Pay Grade Range: $73,514.08 - $91,892.65 Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. FUNCTION: The Business Intelligence Analyst plays a critical role in enabling data-driven decision-making across the organization. This role is responsible for designing, developing, and delivering actionable insights through modern analytics platforms, primarily Power BI. The analyst partners closely with business leaders to understand strategic objectives, translate them into analytical solutions, and foster a culture of data-informed decision-making. This position supports Workers Credit Union's transformation toward a federated, proactive analytics model by delivering high-impact visualizations, ensuring data integrity, and contributing to the development of scalable, self-service analytics capabilities. ESSENTIAL JOB DUTIES AND RESPONSIBILITIES: Insight Development & Visualization: Collaborate with business stakeholders to understand strategic goals and translate them into analytical requirements. Design and build intuitive, interactive dashboards and reports using Power BI. Identify trends, patterns, and opportunities that drive business performance and strategic alignment. Promote and track meaningful KPIs across departments. Stakeholder Engagement & Enablement Serve as a trusted analytics partner to business units, helping them interpret data and apply insights across a portfolio managed by the Analyst. Support the development of self-service analytics capabilities and data literacy across the organization. Provide consultative guidance on data usage, visualization best practices, and performance measurement. Data Quality & Governance Ensure accuracy, consistency, and reliability of data used in reporting and analysis. Collaborate with data engineering and governance teams to resolve data quality issues and improve data pipelines. Maintain documentation and metadata for reports, dashboards, and data sources. Project Execution & Continuous Improvement Lead or support analytics projects from requirements gathering through deployment and support. Continuously improve reporting assets based on user feedback and evolving business needs. Contribute to the development of analytics standards and governance frameworks. Innovation & AI Enablement Workers Credit Union is actively investing in AI and Generative AI to transform how data is used across the organization. The Business Intelligence Analyst will contribute to this effort by: Exploring opportunities to integrate GenAI into reporting and dashboarding workflows, using tools such as CoPilot & Azure OpenAI. Partnering with data engineering and business teams to identify use cases for AI-driven insights. Supporting the development of scalable, AI-enhanced analytics solutions that improve decision-making and member experience Other Duties: Performs additional duties or responsibilities as required, requested, or deemed appropriate. May be asked to provide coverage in other WCU departments, functions, or business units as needed. Complies with all WCU policies and procedures. Contributes to departmental and organizational projects and initiatives as assigned. Maintains the confidentiality of all member and credit union information at all times. Education Bachelor's degree in Data Analytics, Information Systems, Business Intelligence, or related field. Experience 3+ years of experience in analytics, business intelligence, or data visualization. Proven experience with Power BI (Tableau experience a plus). Experience working directly with business stakeholders to deliver insights. Skills & Competencies Strong analytical thinking and problem-solving skills. Strong Business Acumen, Establishing Business Requirement Definitions, working with cross-functional stakeholders. Excellent communication and storytelling abilities using data. Proficiency in data modeling, DAX, SQL, and visualization design. Familiarity with data governance, MDM, and data dictionaries. Ability to work independently and collaboratively in a hybrid environment. Work Environment: This job operates in a professional office environment Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines. Ability to travel to other work locations as required. About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members . We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future! Benefits: Comprehensive medical, dental and vision plans Basic life and AD&D insurance, short-term disability and long-term disability 15+ days of paid time off (PTO) per year Up to 16 hours of volunteer time off (VTO) per year 11+ paid holidays 401(k) that includes a Safe Harbor Match of up to 4%. Tuition Reimbursement Program Mental health resources including an Employee Assistance Program (EAP) Individualized learning and development programs EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

About this role: Wells Fargo is seeking Senior Business Execution Consultant to join the Business Planning & Operational Support team within the Investment Solutions Center of Excellence. The consultant is responsible for developing the strategy, planning and execution of a variety of operational programs, services, and initiatives for the Investment Solutions COE. This individual is focused on centralizing common activities and business routines for the organization by aligning cross departmental teams and creating scalable processes. They will have the opportunity to consult, support and implement standards for LOB financial management, operations, recognition and regulatory procedures. Focused on change management and integrating operations across Investment Solutions COE, this individual will develop metrics and track performance of programs and initiatives, ensuring adherence to appropriate policies and regulations. This individual will add capacity and reduce key person risk for the firm's Form ADV regulatory processes, ensuring timely and accurate updates to all required brochures across our business, and maintaining alignment with applicable SEC requirements. In this role, you will: Organize and execute assigned business projects aligned to our strategic direction Support, document, and coordinate activities related to Form ADV brochure updates, including management workflows, timelines, and partner deliverables across the Business, Compliance, Legal, and Operations Serve as a subject matter contact for all Form ADV processes, maintaining detailed knowledge of the 12 active brochures across our businesses and associated daily, weekly, monthly, quarterly, and annual routines Meeting with key stakeholders when needed to perform initial assessment of problematic situations Formulate recommendations and solutions with attention to resource effectiveness and efficiency Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics Review and research strategies and action plans to establish effective processes while meeting performance metrics, SEC regulatory expectations, and Form ADV reporting requirements Utilize independent judgment to guide moderate risk deliverables Create and present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business Collaborate and consult with leaders and executive management Provide work direction to less experienced Strategy and Execution Required Qualifications: 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Brokerage or wealth management experience Knowledge of Investment Advisory Rules and Regulations, SEC regulatory filings, particularly Form ADV or equivalent disclosure documentation Knowledge of Wells Fargo Wealth & Investment Management line of business Management Consulting experience Ability to consult, build, and maintain solid working relationships in and outside of immediate department Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Good attention to detail and accuracy skills Strong organizational, multi-tasking, and prioritizing skills Strong written and verbal communication skills Excellent Analytical abilities Bachelor's degree in Business, Management, or related fields CFA, CFP and other related financial industry designations Job Expectations: Ability to travel up to 10% of the time. This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. This position is not eligible for Visa sponsorship. Posting Locations: 2801 Market Street - St. Louis, MO 63103 550 S. Tryon Street - Charlotte, NC 28202 800 S. Jordan Creek Pkwy - West Des Moines, IA 50266 550 S. 4th Street - Minneapolis, MN 55415 Required locations listed above. Relocation assistance is not available for this position Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $154,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 25 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring 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.