Senior Analyst jobs at Fidelity Investments

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

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

Berkshire Hathaway Automotive, headquartered in Irving, Texas, is one of the largest dealership groups in the United States, boasting over $9 billion in revenue and operating 80+ independently managed dealerships across 10 states. The organization sets the benchmark for operational excellence, financial performance, and an exceptional customer experience. With a focus on innovation, resilience, and adaptive business models, Berkshire Hathaway Automotive fosters strong leadership and empowers its dealerships to remain industry leaders and trendsetters within the automotive sector. Role Description This is a full-time, on-site role for an Operations Reporting Analyst. The primary responsibilities include collecting, analyzing, and interpreting data to generate actionable insights that support business decisions. The analyst will develop and maintain reports, dashboards, and metrics, leveraging data analytics to monitor operational performance. Additional tasks include collaborating with cross-functional teams to identify opportunities for operational improvement, presenting findings to stakeholders, and ensuring the accuracy and reliability of reporting processes. Qualifications Strong Analytical Skills, Reporting & Analysis capabilities, and attention to detail Proficiency in Data Analytics and tools used for data interpretation and visualization Background in Finance and solid understanding of financial metrics and reporting Excellent Communication skills for presenting findings and collaborating with teams Proficiency in software such as Microsoft Excel, Hyperion, Tableau, or similar platforms Ability to manage multiple tasks and prioritize in a fast-paced environment Bachelor's degree in Business, Finance, Data Analytics, or a related field is preferred Experience in the automotive industry, along with CDK systems, is an advantage

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

Primary responsibilities of the Technical Business Analyst include overall coordination and follow up of requirements gathering for Data Management related projects, writing Business Requirements as needed for Agile projects, along with assisting in writing Technical Design and Data Lineage Documents. This candidate will also be responsible for tracking the progress of projects and related tasks, which will include tracking follow-ups from meetings and scrums, assessing the status of related JIRA tasks and coordinating planned releases. Responsibilities Liaison between business users and technical team Schedule business requirements sessions, document meeting minutes and track follow-ups Write Business Requirement Documents Assist with Technical Design and Data Lineage Documents Ensure Technical Design addresses the Business Requirements Effectively track the progress across projects and ensure business requirements are being followed Coordinate planned releases and send out release announcements Assist in creating, tracking and following up on JIRA tickets Conduct Stakeholder Interviews and facilitate meetings for requirements elicitation Ability to work in a team-oriented, fast-paced agile environment managing multiple Qualifications 4+ years working as a Technical BA 4+ years working on Agile projects 2-4+ years of SQL experience (Oracle and SQL Server, MongoDB a plus) 4+ years of Data Analysis/Trouble shooting 4+ years writing Business Requirement, Technical Design and Data Lineage Documents Ability to interpret business requirements into technical requirements Strong Meeting Facilitator Must be able to multi-task effectively Great organizational skills Excellent communication skills

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

Joining Susquehanna's Trading Operations team as a Business Analyst places you right in the heart of our business. Working directly with global teams across Trading, HR, Legal, Operations, and Technology, you'll serve as the key bridge between stakeholders and our development teams-translating business requests into tools, systems, diagrams, and reports that directly impact how we operate. At Susquehanna, there's no single way to improve processes. You'll leverage your creativity, communication, and technical skills to assess and articulate business needs, design optimized workflows, and collaborate with technology to build solutions that make an impact. In this role you will: Work across our Bala HQ, Dublin, and Sydney offices to support the development and implementation of universal calculation tools that are agnostic to location and securities type. Support the build-out of an internal books and records system that integrates counter-party data from multiple trading systems and normalizes it for easier use. Manage the development of reconciliation tools that streamline data comparison and trade reporting. Design and document end-to-end business processes and workflows using tools such as Microsoft Visio, Lucidchart, or similar, to improve cross-functional understanding and solution development. Partner with technical teams to transform workflow diagrams into functional system designs and implementations. What we're looking for Bachelor's degree required; specialization in finance or STEM discipline preferred. Minimum of 5 years of experience in a Trading Operations, Business Analyst, or related role. Demonstrated experience designing workflows and business processes using diagramming tools such as Microsoft Visio. Strong analytical and problem-solving skills, with excellent time management and prioritization abilities. Experience with Excel required; knowledge of VBA, SQL, and/or scripting (e.g., Python) is preferred. Understanding of SDLC models is a plus. Familiarity with relational database concepts preferred. Visa sponsorship for work authorization is not available for this position now or in the future. About Susquehanna Susquehanna is a global quantitative trading firm powered by scientific rigor, curiosity, and innovation. Our culture is intellectually driven and highly collaborative, bringing together researchers, engineers, and traders to design and deploy impactful strategies in our systematic trading environment. To meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies. By uniting deep market expertise with cutting-edge technology, we excel in solving complex problems and pushing boundaries together.

ERP Ownership & Management Serve as the primary owner and administrator of the ERP system, ensuring accuracy, efficiency, and alignment with business processes. Partner with department leads (production, purchasing, quality, and sales) to streamline workflows and enhance ERP functionality. Identify opportunities for automation and continuous improvement within the ERP system. Support AS9100 compliance through data integrity, process documentation, and traceability. Business Analytics & Reporting Develop and maintain dashboards, KPIs, and reports that track production efficiency, sales performance, and cost trends. Translate complex data into actionable insights that support decision-making across departments. Support strategic planning and forecasting through detailed business analysis and modeling. Pricing Strategy & Cost Analysis Own and maintain the company's pricing models, ensuring competitiveness and profitability across product lines. Partner with finance and sales teams to analyze cost structures, margin performance, and customer profitability. Qualifications: Bachelor's degree in Business, Information Systems, Finance, or related field. 3+ years with ERP systems (preferably manufacturing), pricing or financial analysis experience. Technical Skills: ERP administration, Excel (advanced), SQL or query tools, Power BI, cost accounting basics. Experience with ERP systems (knowledge of AXIS system big plus). Understanding of manufacturing operations, costing, and pricing strategies. Familiarity with AS9100 quality standards a plus. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

The GRC Analyst will collaborate with process owners, internal auditors, external auditors, and other stakeholders to assist in reviewing, monitoring, and resolving findings. This includes helping the team manage SOX and GLBA Compliance programs. The GRC Analyst will support the implementation of internal and external assessments, assist with compliance audits, and ensure compliance with existing and emerging regulations and standards including GLBA, SOX, and other GRC activities. KEY RESPONSIBILITIES Gather relevant evidence to support annual testing for internal and external audits. Maintain and monitor a central repository for audit evidence. Ensure timely and accurate response to internal and external audit requests. Provide training and guidance to employees and other stakeholders on cybersecurity best practices and awareness including but not limited to: • New Hire Training, • Monthly cybersecurity newsletters and phishing campaigns, • Administration of the Cybersecurity Compliance training program Gather relevant evidence and documentation to support risk assessments using various frameworks to identify control ratings, strengths, potential gaps and action plans. Leverage the Bank's GRC platform to document and manage security exceptions, violations, incidents, and other risk concerns to closure. Maintain up-to-date documentation of procedures and methods that serve to broaden team knowledge and industry expertise. Assist GRC Manager with maintaining security standards, policies, and practices on an annual basis to make sure they reflect the current environment Collaborate with business lines to help satisfy new and existing regulatory obligations. MINIMUM SKILLS REQUIRED 1-3 years' experience in cybersecurity with exposure with various security frameworks. Understanding of cybersecurity governance frameworks, Sarbanes Oxley (SOX) compliance requirements and IT General Controls (ITGC) Information Security Governance experience or related training Detail oriented with good organizational skills Effective written and verbal communication skills Intermediate proficiency with Microsoft Office

You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. We're looking for an Engineering Analyst II (Data Governance) - someone who's passionate about elevating data quality, strengthening data stewardship, and supporting teams that rely on accurate asset information to keep operations running safely and efficiently. This role sits at the intersection of data governance, asset information, and operational excellence. You'll act as a core liaison between groups such as asset information management, field operations, engineering, technical systems, and compliance - helping ensure that data is trusted, well-managed, and aligned with industry best practices. What You'll Do: Implement and monitor data governance best practices based on established frameworks. Partner with both technical and business stakeholders to define clear ownership, stewardship, and accountability for asset data. Lead data quality efforts for pipeline asset information, including profiling, cleansing, and remediation. Ensure data management practices align with key industry standards (ISO, ISA, CFIHOS, etc.). Build and maintain data dictionaries, metadata repositories, and data lineage documentation. Manage governance documentation, processes, and digital workspace content (including SharePoint), especially as they relate to asset-related nomenclature. Facilitate working groups and lead awareness sessions focused on data governance within the pipeline industry. Track and report on governance metrics and the effectiveness of implemented controls. What You Bring: Bachelor's degree in a relevant field such as Information Management, Engineering, Computer Science, or Business. 4+ years of experience in data governance, data management, or similar work-preferably within the energy sector. Familiarity with data governance frameworks and data quality tools. Understanding of pipeline industry regulations (PHMSA) and best practices in asset-related data management. Strong analytical, organizational, and presentation skills, with the ability to translate technical concepts for non-technical audiences. Proven experience working collaboratively across engineering, operations, and compliance teams. Preferred Skills: Experience with pipeline asset management systems, GIS platforms, or records management tools. SharePoint design/management and PowerApps (forms/workflows). Power BI reporting experience. Knowledge of master data management (MDM) concepts. Excellent problem-solving skills and attention to detail, especially when working with safety-critical infrastructure data. If you're someone who thrives in a cross-functional environment and enjoys improving how organizations manage and trust their data, this could be a great fit!

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

Primary responsibilities of the Senior Data Analyst include supporting and analyzing data anomalies for multiple environments including but not limited to Data Warehouse, ODS, Data Replication/ETL Data Management initiatives. The candidate will be in a supporting role and will work closely with Business, DBA, ETL and Data Management team providing analysis and support for complex Data related initiatives. This individual will also be responsible for assisting in initial setup and on-going documentation/configuration related to Data Governance and Master Data Management solutions. This candidate must have a passion for data, along with good SQL, analytical and communication skills. Responsibilities Investigate and Analyze data anomalies and data issues reported by Business Work with ETL, Replication and DBA teams to determine data transformations, data movement and derivations and document accordingly Work with support teams to ensure consistent and pro-active support methodologies are adhered to for all aspects of data movements and data transformations Assist in break fix and production validation as it relates to data derivations, replication and structures Assist in configuration and on-going setup of Data Virtualization and Master Data Management tools Assist in keeping documentation up to date as it relates to Data Standardization definitions, Data Dictionary and Data Lineage Gather information from various Sources and interpret Patterns and Trends Ability to work in a team-oriented, fast-paced agile environment managing multiple priorities Qualifications 4+ years of SQL experience working in OLTP, Data Warehouse and Big Data databases 4+ years of experience working with Exadata and SQL Server databases 4+ years in a Data Analyst role Strong attention to Detail 2+ years writing medium to complex stored procedures a plus Ability to collaborate effectively and work as part of a team Extensive background in writing complex queries Extensive working knowledge of all aspects of Data Movement and Processing, including ETL, API, OLAP and best practices for data tracking Good Communication skills Self-Motivated Works well in a team environment Denodo Experience a plus Master Data Management a plus Big Data Experience a plus (Hadoop, MongoDB) Postgres and Cloud Experience a plus

The IT Security Analyst is responsible for developing, implementing, and managing security measures across multiple functional areas including core infrastructure, data, network, systems, and web applications. This role supports the creation and enforcement of security policies and procedures, monitors for threats and vulnerabilities, and assists in incident response and risk analysis. The analyst will collaborate with IT and business units to ensure the organization's security posture aligns with strategic goals and regulatory requirements. DUTIES Monitor and analyze security threats including viruses, malware, phishing attempts, and suspicious system activity across firewalls, IDS, VPN, email filters, and web filters. Reports adverse security events and risk assessments to the Information Security Officer and Chief Information Officer Administer and enforce security policies by managing user access, reviewing violation reports, investigating anomalies, and maintaining documentation of security controls. Provide end-user support for security-related issues including malware infections, phishing attempts, and safe browsing practices. Evaluate and recommend security tools, technologies, and procedures to improve protection and operational efficiency. Educate IT staff and business units on security policies and best practices; consult on security implications of user-managed systems and applications. Participate in IT projects to ensure the security requirements are integrated into system design and implementation. Support the organization's IT strategic plan by delivering secure technology solutions that meet the business objectives. Ensures compliance with internal policies, regulatory requirements, and industry standards. QUALIFICATIONS EDUCATION: Bachelor‘s Degree in Computer Science, Information Systems, or other related field. Or equivalent work experience. EXPERIENCE: 3 to 5 years of combined IT and security experience with a broad range of exposure to systems analysis, application development, database design and administration; one to two years of experience with information security. SKILLS/ABILITIES Strong understanding of security principles, technologies, and practices across diverse platforms. Hands-on experience with configuring and securing workstations, laptops, mobile devices, servers, printers, switches, and other peripherals. Familiarity with banking applications such as Fiserv, Jack Henry, or FIS. Excellent verbal and written communication skills with the ability to convey complex technical concepts to non-technical audiences. Demonstrated problem-solving, analytical thinking, and decision-making skills. Strong customer service orientation and interpersonal skills. Security certifications (e.g. CompTIA Security+, CEH, GCIH) are a plus. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business 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 Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

WHAT IS THE OPPORTUNITY? The First Line of Defense (1LOD) Shared Services organization, which is part of the 1LOD Controls Office, develops and maintains tools and resources to support Business Control Officers (BCOs) in carrying out their responsibilities in a consistent and coordinated manner. Shared Services teams serve BCO functions with reporting and analytics; assessment and standardization of risk and control practices; development of shared 1LOD risk and control procedures; and change management and socialization. Shared Services is heavily engaged in leading, managing and/or supporting regulatory and internal issue remediation. The primary responsibility of this position is to support the enablement, adoption and maturation of effective non-financial risk and control practices in CNB's 1LOD by developing and maintaining procedures in alignment with 1LOD processes for adhering to Bank Frameworks, Policies and Standards. The Procedure Program Analyst works closely with BCOs and other 1LOD Controls stakeholders; Royal Bank of Canada (RBC); CNB's second and third lines of defense (2LOD and 3LOD); business lines and functional/support units; practice and project managers; implementation leads; change owners and professionals; leaders and other stakeholders, to understand risk and control practices and document them in well-written, standardized and compliant procedures. WHAT WILL YOU DO? Support Shared Services Managers in the review and feedback cycle for non-financial risk management frameworks, policies, and standards and their impact on 1LOD stakeholders - including steps needed to ensure 1LOD adoption - while maintaining positive and productive working relationships with stakeholders across the organization and lines of defense. May assist with the analysis of non-financial 1LOD risk and control practices and procedures against regulatory and governance requirements and the identification and documentation of gaps. Design and document procedures for 1LOD adherence to Bank Frameworks, Policies, Standards and program requirements. Perform or assign proofreading and copy editing duties as needed. Execute quality assurance protocols in alignment with requirements and expectations across lines of defense, such as the Governance, Risk and Controls (GRC) Office, Policy Governance Office (PGO), and Internal Audit. Maintains execution tools (e.g., style guides, playbooks, templates, and QC and implementation checklists) with input from key partners and management. Prioritize, organize and complete work according to overlapping and time-sensitive deadlines, ensuring timely delivery of complete and accurate procedures. Facilitate, document and address feedback on procedures from stakeholders across lines of defense. Establish credibility and organizational trust to cultivate collaboration and produce quality work products. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 3 years of experience in documentation or preparation of technical materials, executive presentations, project management Minimum 3 years of experience in banking environment or risk management consulting or financial services industry in risk related roles Minimum 3 years of Advanced level experience in Microsoft Office skills, including Word, Excel, Access and PowerPoint Additional Qualifications Financial services industry experience, particularly in risk management or control functions, strongly preferred Prefer 5+ years of experience in documentation or preparation of procedures and related written communications Executive presentation and general communications experience strongly preferred Proficiency in MS Project, and SharePoint; Archer GRC experience a plus Strong project management experience Demonstrated ability to think critically and facilitate change through collaborative effort. Strong interpersonal and verbal communication skills Demonstrated exemplary writing, copy editing and proofreading skills Self-motivation, discipline, task focus, and the ability to structure and present work Proven track record of delivering high quality results within strict deadlines WHAT'S IN IT FOR YOU? Compensation Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Senior Workday Payroll Consultant - 9-12 Month Contract Hale International is partnering with a large manufacturing organization to support the implementation of Workday Payroll across a complex, unionised environment. We are looking for an experienced Senior Workday Payroll Consultant to play a key role in the delivery of this programme, supporting a payroll population of approximately 15,000 employees across multiple U.S. states and select international locations. This role will cover the full lifecycle of the implementation, from design and requirements gathering through testing, go-live, and post-production stabilization and optimisation. Key Responsibilities: Lead the configuration and delivery of Workday Payroll across a large, multi-entity manufacturing workforce. Support weekly, bi-weekly, semi-monthly, monthly, and off-cycle payroll runs. Gather detailed business and payroll requirements by working directly with Payroll, HR, Finance, Compliance, and Union stakeholders. Provide expert guidance on Workday Payroll best practices, tailored to a unionised manufacturing environment including shift work, overtime, premiums, and complex pay rules. Configure and support multi-state payroll processing and compliance, with a focus on California, Oregon, Washington DC, and Virginia. Support aspects of global payroll for Canada, France, and the UK. Lead testing across all phases, including UAT, Parallel Payroll, and full end-to-end testing. Work closely with technical teams to resolve payroll, integration, and data issues. Support payroll data migration and validation, including balances and year-to-date figures. Provide hands-on support during post-go-live stabilization, followed by optimisation and enhancement activities. Partner with Time Tracking, Absence, Benefits, and Finance teams to ensure full end-to-end payroll integration. Support knowledge transfer and help establish strong operational processes for the business. Required Experience: 5+ years of Workday Payroll experience, including at least one full end-to-end implementation. Strong background delivering payroll solutions within manufacturing or similarly regulated environments. Proven experience supporting unionised payroll populations. Hands-on experience with multiple payroll frequencies (weekly, bi-weekly, semi-monthly, monthly, and off-cycle). Strong knowledge of multi-state payroll compliance, particularly CA, OR, DC, and VA. Exposure to global payroll operations (Canada, France, and the UK) highly desirable. Demonstrated experience leading UAT, Parallel, and End-to-End payroll testing. Confident working directly with senior stakeholders on requirements gathering and solution design. Strong reporting, reconciliation, and audit support experience. Excellent communication skills and the ability to work in fast-paced, large programme environments. This is an excellent opportunity to take a lead role on a large-scale Workday Payroll implementation within a complex, unionised manufacturing business, with additional exposure to global payroll operations.

Regular Your opportunity Schwab's Workplace Branch organization is at the heart of our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll introduce plan participants to the breadth of Schwab's Retail and Workplace offerings through a planning-led approach. As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services ("SPS") and Schwab Retirement Plan Services ("RPS") corporate relationship(s) on a team-basis. Acting as the "face of Schwab" for corporate clients, you and your team will support participants as it relates to vectoring the needs of participants across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions and providing point-in-time guidance. While providing high-touch service through relationship building, you will be supported by a team of dedicated professionals who can help in servicing in-depth, complex financial needs your clients may encounter. If you are a self-starter with your securities license, are comfortable with a fast-paced and changing environment and share our passion for serving clients - this role is for you. What you have Required: A valid and active Series 7 license is required A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred: Bachelor's degree or equivalent work experience preferred. Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients. Experience, comfort, and confidence presenting 1:1 or virtually. A basic understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. A solid understanding of corporate sponsor and consultant relationships. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Title: Middleware SRE with Strong experience in Scripting and Automation Job Type: Fulltime role Responsibilities: Identify work which is TOIL and make effort to reduce it. Automate manual activities, repetitive processes, reporting, controls, etc., configure and tune them. Continuously improve systems resiliency, reliability, and business cost - through design and development of solutions and streamlined processes. Mitigate risk by analyzing the root cause of production issues, impacts to business, and required corrective actions. Qualifications: Understanding of SRE principles, Production Support Operations, DevOps, CI/CD, Scripting. Knowledge of Messaging Technologies (Confluent Kafka/Solace/WebSphere MQ/Tibco Products) Nastel/AppDynamics/Splunk will be additional value. Extensive experience working with and customizing automation scripts - Python/Ansible are currently used. Experience working in Financial Services or a large complex and/or global environment. Comprehensive knowledge of design metrics, analytics tools, benchmarking activities and related reporting to identify best practices. Ability to work independently, multi-task, and take ownership of various parts of a project or initiative. Ability to work under pressure and manage to tight deadlines or unexpected changes in expectations or requirements. You should be technically familiar with IBM MQ, Solace, Abinitio, and Tibco products.

CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a client-centric philosophy. This is a high growth role that we actively promote into operations and sales opportunities within 18 months. In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing. Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter. You will In your first 30 days, you will: Secure an NMLS license (we'll sponsor it!) Become a subject matter expert on lending Complete our introductory Consultative Sales training course In your first 90 days, you will: Act as a trusted advisor and advocate for our clients as they prepare for closing Work collaboratively with others to ensure accuracy and efficiency at each step of the way Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching Complete a self-assessment to build a blueprint for career progression at CapCenter You are A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems. A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively. Self-aware: you're looking for an opportunity to develop your strengths and weaknesses Driven to help others: you want to do good Ambitious: you want to do well A college graduate with a bachelor's degree We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems. You'll get NMLS Certification Competitive salary, variable pay & annual bonus 401k (with matching!), health, dental, & vision Training to learn the home-ownership experience back to front. To participate in cross-functional collaboration that fosters lateral and vertical career growth The opportunity to help people through one of the most stressful and important transactions of their lives. Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.

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