Senior Business Analyst jobs at Fidelity Investments - 3262 jobs

WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? * Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. * Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. * Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures * Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate. * Support development of reporting associated with RNDIP activities to appropriate governance committees. * Track completion of required training for RNDIP programs across LOBs. * Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary. * Support audit and examination activities. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 3 years within or related to financial services *Additional Qualifications* * 3+ years in a role requiring complex problem solving * Investment product knowledge preferred * Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources * Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses * Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. * Proficiency with MS Excel and PowerPoint * Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. * An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams * Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional * Operate well under stress, even faced with tight timelines for ambitious deliverables * Excellent relationship and stakeholder management skills * Be able to handle uncertainty well, and are able to simplify complexity *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $37.96 - $60.64 per hour. 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 ********************************* 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 ********************************** *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. careers.cnb.com 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.

About Angel Oak Mortgage Solutions Angel Oak Mortgage Solutions is the nation's leading provider of Non-QM (Non-Qualified Mortgage) loans, offering innovative mortgage products designed for borrowers who don't fit traditional lending guidelines. Since our founding in 2014, we've helped thousands of self-employed individuals, real estate investors, and other unique borrowers achieve homeownership through flexible, common-sense solutions. Headquartered in Atlanta, GA, our team is committed to delivering exceptional service, cutting-edge products, and a collaborative work environment that values integrity and innovation. Angel Oak Mortgage Solutions is seeking a Business Analyst with proven mortgage expertise. ONLY CANDIDATES WITH MORTGAGE LENDING EXPERIENCE NEED APPLY! This role is crucial in ensuring the successful delivery of projects, digitizing our lending workflow and maintaining system efficiency and integrity. This individual will be responsible for applying project management acumen to ensure the solution results in reliable and efficient end-to-end business operations. This role must be performed in accordance with established company policies for governing change management. Key deliverables are scope definition, assessing detailed business requirements, managing change requirements, defining customer experience impacts, testing and business continuity planning. Please Note: Only candidates with mortgage lending experience need apply. Responsibilities Identifying accurate business stakeholders for each project. Providing strategic direction to the business in scope definition; ensuring that solution options achieve defined business outcomes, and that the business impacts are understood by all stakeholders and factored into requirements gathering and development plans. Capturing end-to-end business requirements; recommending direction to the business based on the operational cost/benefits trade-offs as this is done. Analyze and review alternative solutions and provide input to business areas on the most appropriate solution. Equitably ensure allocation of time and resources to address business needs and completion of projects; this includes proper prioritization of business needs as directed by Angel Oak governance policies. Develop and maintain technology roadmap for projects across multiple functional areas. As applicable, collaborate with selected vendors to properly translate business needs into actionable solutions. Collaborate with various stakeholders to gather and document detailed business requirements. Identify opportunities for process improvements and implement solutions. Support User Acceptance Testing (UAT) test strategy; support test case development and incident impact analysis. Verify requirements through user test case development and incident impact analysis and seek approval from stakeholders of user acceptance testing. Create, maintain, and socialize business process documentation. Conduct feasibility studies and prepare operational cost-benefit analyses. Support delivery standards, processes, practices and tools Perform other duties as assigned. Why Join Us? Industry leader in Non-QM lending Dynamic, growth-oriented culture Opportunities for career advancement Competitive compensation and benefits

A global private markets firm is seeking an experienced Analyst to join their Transactions team in Boston. This hybrid role involves supporting the investment function, coordinating documentation, and ensuring compliance across multiple teams. The ideal candidate is exceptionally organized, detail-oriented, and proficient in Microsoft Office. With a competitive salary range of $70,000 - $90,000 and additional benefits, this position offers opportunities for growth in a collaborative environment. #J-18808-Ljbffr

Project Manager / Scrum Master Be part of something groundbreaking At AIG, we are making long-term investments in a brand-new, innovative Generative AI team, designed to explore new possibilities for how artificial intelligence can be applied in insurance and beyond, and we need your help. With the support and investment needed to explore new frontiers in generative AI, you'll be working alongside talented colleagues, innovating and leading projects that will transform how we manage risk and serve our customers. This team is central to our vision of the future and the core of our business offering. We will incorporate best-in-class engineering and product management principles and your guidance and collaboration will be critical to its success. To rapidly advance and innovate, we need your skills and expertise to build worldclass products. If you're excited by the opportunity to create meaningful impact, we'd love to hear from you. Who we are AIG is a leading global insurance organization providing a wide range of property casualty insurance and other financial services. We provide world-class products and expertise to businesses and individuals in approximately 190 countries and jurisdictions. At AIG, we're reshaping how the world manages risk, and we're inviting you to be a key part of that transformation. As our Project Manager / Scrum Master you will have the opportunity to make a meaningful impact, leveraging and further developing your skills to guide groundbreaking AI initiatives. If you're looking for a place to grow your career and where your contributions will shape the future, AIG is where you belong. How you will create impact: As a Project Manager / Scrum Master, you will play a crucial role in ensuring the successful delivery of products while fostering an agile and collaborative environment. You will be responsible for guiding cross-functional teams through the Scrum framework, managing product timelines, and facilitating effective communication among stakeholders. Responsibilities: Ensure products and features are delivered on time with desired business outcomes Foster a positive team environment that promotes productivity, creativity, and high performance Collect and analyze metrics to identify areas for improvement and implement best practices Develop and maintain execution plans, including timelines, key milestones, and resource capacity management Monitor progress and performance, providing regular updates to stakeholders and adjusting plans as necessary Identify and engage with all relevant stakeholders, including teams, executives, business users Manage risks and issues, implementing mitigation strategies to ensure successful delivery Coordinate with cross-functional teams and ensure effective communication and collaboration Facilitate agile (scrum and kanban) ceremonies, including daily stand-ups, sprint planning, sprint reviews, and retrospectives. Coach and mentor team members on agile practices to ensure continuous improvement. Remove impediments that hinder the team's progress and work to resolve conflicts Work closely with the Product Owners to manage the product backlog, prioritize tasks, and ensure alignment with project goals. Qualifications: Bachelor's degree in Computer Science, Business Administration, or a related field PMP, CSPO, CSM or other relevant certifications required Proven experience as a Scrum Master, Project Manager, or similar role in an Agile environment Strong understanding of Agile methodologies, including Scrum, Kanban, and Lean Excellent communication and interpersonal skills, with the ability to lead, influence, and motivate teams Demonstrated ability to manage multiple projects simultaneously and handle complex issues effectively Proficiency with project management and collaboration tools including Rally or Jira Veterans are encouraged to apply. #LI-CM1 #LI-AIG #AI #GenAI #ScrumMaster At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike. Enjoy benefits that take care of what matters At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family. Reimagining insurance to make a bigger difference to the world American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become. Welcome to a culture of inclusion We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations. AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************. Functional Area: IT - Information Technology AIG PC Global Services, Inc.

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You'll Be Doing As a Data Analytics Lead, you will be responsible for executing various Commercial Real Estate (CRE) data, automation and analytics activities related to business reporting, data governance, data management and advance analytics. In this position, you will work closely with the Senior Portfolio Managers, other members of CRE leadership, Credit Risk and Services teams to enhance portfolio management practices through the use of advanced data analytics. Given the complexity of data, this role will require a high degree of curiosity, problem solving, innovativeness and hands on experience with Python, Excel, Power Automate and various data science packages. A key facet of this role is finding ways to present the information to the stakeholders in a clear and concise manner How You'll Succeed Use your strong data and analytical skills to identify, collect, organize, analyze, clean and disseminate significant amounts of information with attention to detail and accuracy. Acquire data from primary or secondary data sources and maintain databases/data systems. Provide insights Interpret datasets and analyze results using statistical techniques. to provide ongoing insights to influence our development roadmap. Work with stakeholders internal and externally to prioritize business use cases across automation, analytics and reporting. Define and document processes to improve and optimize future opportunities. Support the primary reporting function within the LOB. Works with other groups in the Bank for any reporting /data /analytics as needed. Aggregates disparate CRE data for portfolio management reporting, as needed. Assists in management of CRE's data (collection, input and validation). Organize data for submission during internal and external exams and audits, and interact with Regulators and auditors during these reviews. Develop alternative methods to support monitoring portfolio movements to ensure the LOB remains within set risk limits as well as desired business mix. Enhance portfolio forecasting capabilities through use of available data. Use advanced analytics (Artificial Intelligence and Machine Learning) to supplement existing forecasting practices considering historical and anticipated payoffs, origination activity, and loan fundings. Develop insights for desired portfolio mix, including geography, clients, and property type, through the use of CRE portfolio data and data obtained from external sources, to inform CRE strategy and establish risk appetite. Assist and execute processes and/or controls to ensure all data and documentation captured through the origination process is accurate, complete, accomplished in a timely manner Who You Are You're driven to succeed. You're motivated by accomplishing your goals and delivering your best to make an impact. You embrace and champion change. You're flexible and can pivot easily. You'll continuously evolve your thinking and the way you work in order to deliver your best. Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability. You have a degree/diploma in data engineering, data analytics or a related field. Minimum 5 of years of experience in Commercial Banking. You have 5 years of demonstrated experience in data governance, data analytics within commercial real estate. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $113,000 - $150,000for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. California residents - your privacy rights regarding your actual or prospective employment #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-120 S LaSalle St Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Analytics, Artificial Intelligence (AI), Business, Business Analysis, Business Cases, Data Management, Datasets, Ensure Compliance, Group Problem Solving, Process Engineering, Process Mapping, Project Support

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

Senior Analyst - Commercial Collections & Compliance The Commercial Collections & Compliance Analyst supports the operational performance of our retail real estate portfolio by creating systems, improving workflows, and delivering clear reporting for Operations, Asset Management, and Leadership. This role serves as a cross-functional coordinator with Leasing, Lease Administration, Legal, and Property Management to ensure accuracy, compliance, and timely resolution of tenant financial and operational obligations. **Hybrid schedule available, requires 3 days at our corporate office in Baltimore.** Key Responsibilities 1. Commercial Collections Management Lead the end-to-end collections process across the retail portfolio; build proactive workflows, tiering, triggers, and dashboards beyond standard automated reports. Manage arrearages 60+ days past due, escalating to legal, outside counsel, or enforcement actions when appropriate. Support bankruptcy tracking and reporting with guidance from Retail Leasing leadership and Legal. Coordinate payment plans and settlement agreements in partnership with Leasing. Oversee legal collections and evictions with outside counsel, ensuring accurate tracking across the portfolio. 2. Post-Eviction Recovery & Analysis Analyze post-eviction collectability and recommend recovery strategies. Manage the full post-eviction recovery process with outside counsel, including tracking outcomes and evaluating cost-benefit KPIs. Provide recovery performance reporting to Operations and Asset Management. 3. Compliance Monitoring: Sales Reporting & COIs Track and collect delinquent sales reports; conduct high-level audits for reasonableness and reporting frequency. Monitor tenant COI compliance and intervene when Lease Administration and Legal escalations are exhausted. Engage directly with tenants when necessary, requiring strong interpersonal and negotiation skills. Maintain accurate compliance records and communicate status updates internally. 4. Reporting, Metrics & Business Intelligence Maintain and enhance a quarterly BI matrix capturing key metrics such as arrearages, collections performance, recovery rates, COI compliance, and sales reporting compliance. Standardize processes and develop automated or semi-automated workflows where feasible. Produce actionable portfolio-level insights for senior leadership. 5. Cross-Functional Collaboration & Communication Serve as the central liaison across Leasing, Lease Administration, Legal, and Property Management. Ensure alignment on tenant status, collection strategies, compliance issues, and next steps. Provide timely updates and insights to Operations and Asset Management. Qualifications 3-5+ years in commercial property management, collections, lease administration, or similar role; retail experience preferred. Strong analytical capabilities, including BI tools, Excel, and portfolio reporting. Proven ability to build systems, workflows, and standardized processes. Excellent cross-functional communication and coordination skills. Working knowledge of commercial leases, legal processes, and tenant compliance requirements. Highly organized and effective in a fast-paced owner-operator environment. CRC is a 60+ year-old company with a best-in-class reputation as investors and operators. The firm is currently $4 billion in AUM. CRC is vertically-integrated and we are focused on delivering exceptional investment results through nuanced and thoughtful business strategies, unique to each asset.

WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Commercial Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. What you will do * Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. * Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. * Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. * Support on Control Standards to ensure compliance-related controls are documented in line with the standards * Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. * Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period * Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) * Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps * Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. * Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. * Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. * Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. * Prioritize organizational risk management objectives. * Participate in special projects as necessary. * Facilitate audit and examination activities. *Must-Have** * Bachelor's Degree * 3+ years within or related to financial services *Skills and Knowledge* * 3 years in a role requiring complex problem solving * Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources * Strong emerging end-to-end generalist problem solving skills, e.g., * Defining and deconstructing problems * Prioritizing issues and analysis * Structuring and building quantitative and qualitative/conceptual analyses * Knowledge in Financial Services, Project Management * Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. * Proficiency with MS Excel and PowerPoint * Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. * Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional * Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to handle uncertainty well, and are able to simplify complexity *Compensation* Starting base salary: $60,500 - $104,500 per year Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *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. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

At American Express, our culture is built on a 175-year history of innovation, shared At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? This role will develop credit loss models for estimating credit reserves for global portfolios, which feeds into AXP credit provision calculation and reporting. The role will play an important role in improving model accuracy, strengthening model governance, and quantifying reserves for emerging credit risks. The role also partners closely with Risk Finance, Controllership, RPDS, Technology and MRMG teams, on all aspects of credit reserve modeling and analytics. Key Responsibilities: This person is expected to work on CFR Global Decision Science and is responsible for: * Development of modeling framework to meet the credit reserve standards set by the Financial Accounting and Standards Boards (FASB) and the International Accounting Standards Boards (IASB). * Development and enhancement of loss forecasting models for credit and charge card portfolios. * Perform quantitative analysis to evaluate multiple alternatives to generate insights and derive recommendations. * Ongoing performance tracking of loss forecasting models and variance analysis of credit reserve levels. Experience and Background: * The successful candidate should possess strong analytical and problem-solving skills and a tremendous will to win. * Fluency with data manipulation tools like Python, PySpark or SQL plus experience in data-driven decision making is strongly preferred. * Previous model development experience is desirable. * Ability to apply advanced statistical and/or other quantitative techniques to solve business problems. * Excellent verbal, written, and interpersonal communication skills are a plus. * Ability to work with cross-function teams to solve complex business problems. * Advanced quantitative degree is preferred. Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** * Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day. About the Team The U.S. Consumer Marketing team (USCM) is part of the US Consumer Services Group and is responsible for making membership essential by creating and delivering world class marketing for our differentiated products and services that drives demand and inspires engaged card members across the customer lifecycle. This position offers an exciting opportunity to join the fast-paced and dynamic Member Get Member (MGM) Marketing Team. The US Member-Get-Member referral marketing program is a rapidly growing acquisition channel core to UCSM's goal of efficiently acquiring high-quality new card members. As a Senior Analyst, you will play a key role in supporting the day-to-day management of the program and driving its continued growth and success. The Member Get Member program drives a sizable contribution to the U.S. Consumer Marketing footprint and bringing marketing to life that encourages our consumers to refer and drives new account acquisitions at scale. This Senior Analyst will lead the forecasting, planning, and performance reporting for the MGM program. You'll translate data into insights that inform investment decisions, drive profitable growth, and have high visibility with leadership. This is an excellent opportunity for someone who wants to strengthen their performance marketing and analytical skills, collaborate across teams, and grow their digital marketing expertise. **Responsibilities** + Lead forecasting, reporting, and results commentary for the program- at the channel and product level to inform weekly and monthly pacing updates + Lead the monthly Risks & Opportunities process as the intermediary with Investment Optimization team + Monitor and analyze key KPIs across the MGM acquisition funnel (Card Member and Prospect) to identify insights and optimization opportunities + Manage relationships with cross-functional stakeholders including Analytics, Investment Services, Cross-Channel Strategy Team, and Cobrand marketing teams + Serve as the team lead on performance marketing and operational excellence, ensuring rigorous scorecarding and disciplined tracking. + Support the development of customer and market insights to inform channel positioning and marketing strategies + Contribute to strategic briefs and initiatives, offering insights that drive campaign optimization + Represent the channel in leadership forums, crafting compelling commentary that highlights results, learnings, and implications to MGM Strategy **Minimum Qualifications** + Bachelor's degree preferred + Strong proficiency in MS Excel and PowerPoint + 2 years of Digital marketing and/or web/ marketing analytics experience + Comfort working with large data sets to forecast performance and identify trends + Strong analytical skills with the ability to make data driven decisions and principle-based assumptions + High attention to detail + Creative team player mentality to drive over-arching team goals + Excellent verbal and written communication skills **Preferred Qualifications** + Proficient business acumen, presentation and storytelling skills + Passion for customer-centric strategies and experiences + Demonstration of strength in organizational skills with relentless attention to detail + Self-starter with an ability to navigate a large matrixed organization independently + Healthy curiosity for trends, insights, and new developments in the digital landscape + Demonstrated organizational skills with the ability to multitask and drive effective prioritization across business initiatives + Strong cross-functional collaborator and team-player with excellent interpersonal and communication skills **Qualifications** Salary Range: $78,000.00 to $124,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Marketing **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 25021306

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

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** American Express Global Commercial Services (GCS) offers powerful backing and financial support to business clients of all sizes. The GCS Small Business Marketing team strives to provide our customers with the world's best customer experience every day to ensure that we are essential partners to our clients and win the full share of their business. The Strategic Growth & Insights team within the Small Business Customer Growth Marketing team develops integrated marketing strategies across channels delivering customer value through meaningful interactions at every touch point to drive deepened relationships and long-term engagement amongst our existing customers. We are a performance marketing team that uses data and insights to power our marketing as well as anchor to our investment optimization process to drive results and effectively optimize. The senior analyst will support the enablement of Customer Growth Marketing investment optimization routines and packages (monthly reporting, annual planning, etc.). They will bring together channel-level forecasts and results, partnering with channel marketers, analytics, finance, and investment optimization teams. **Responsibilities** + Develop and maintain reporting packages that clearly communicate the Customer Growth Marketing team's campaign performance, forecast accuracy, and key trends to partners and senior leadership + Collaborate cross functionally with teams across Investment Optimization, Finance, Analytics, and Marketing to ensure alignment, data consistency, and timely delivery of business-critical reporting. + Analyze performance drivers and enhance key metrics to improve understanding of campaign effectiveness, investment efficiency, and forecasting accuracy. + Transform complex data into actionable insights by identifying opportunities, uncovering performance risks, and developing recommendations that influence marketing strategy and decision-making. + Continuously improve reporting processes by standardizing methodologies, automating recurring analyses, and implementing best practices. **Minimum Qualifications** + Proven experience working with large and complex datasets and developing insights that inform business decisions. + Strong proficiency with analytics tools such as Excel and data query languages (BigQuery, Hadoop). + Demonstrated ability to ensure data quality, integrity, and governance across multiple systems and sources. + Strong understanding of business processes and the ability to translate analytical findings into meaningful recommendations. + Excellent collaboration and communication skills, with experience partnering across multiple teams. + Creative problem solver with the ability to work independently, manage competing priorities, and drive solutions forward. + Exceptional project management skills and attention to detail; able to juggle multiple priorities, meet tight deadlines, and operate effectively and compliantly. **Preferred Qualifications** + Proficiency with data visualization and BI tools (e.g., Tableau, Power BI) to translate data into actionable insights. + Experience working with internal programs such as Liberty/TM1, and Smartbuy. + Familiarity with marketing analytics, campaign performance measurement, and forecasting methodologies. + Positive vibes, enthusiasm, and a "can-do" attitude **Qualifications** Salary Range: $78,000.00 to $124,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Data Mgmt and Analytics **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 26000419

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? American Express Global Commercial Services (GCS) offers powerful backing and financial support to business clients of all sizes. The GCS Small Business Marketing team strives to provide our customers with the world's best customer experience every day to ensure that we are essential partners to our clients and win the full share of their business. The Strategic Growth & Insights team within the Small Business Customer Growth Marketing team develops integrated marketing strategies across channels delivering customer value through meaningful interactions at every touch point to drive deepened relationships and long-term engagement amongst our existing customers. We are a performance marketing team that uses data and insights to power our marketing as well as anchor to our investment optimization process to drive results and effectively optimize. The senior analyst will support the enablement of Customer Growth Marketing investment optimization routines and packages (monthly reporting, annual planning, etc.). They will bring together channel-level forecasts and results, partnering with channel marketers, analytics, finance, and investment optimization teams. Responsibilities * Develop and maintain reporting packages that clearly communicate the Customer Growth Marketing team's campaign performance, forecast accuracy, and key trends to partners and senior leadership * Collaborate cross functionally with teams across Investment Optimization, Finance, Analytics, and Marketing to ensure alignment, data consistency, and timely delivery of business-critical reporting. * Analyze performance drivers and enhance key metrics to improve understanding of campaign effectiveness, investment efficiency, and forecasting accuracy. * Transform complex data into actionable insights by identifying opportunities, uncovering performance risks, and developing recommendations that influence marketing strategy and decision-making. * Continuously improve reporting processes by standardizing methodologies, automating recurring analyses, and implementing best practices. Minimum Qualifications * Proven experience working with large and complex datasets and developing insights that inform business decisions. * Strong proficiency with analytics tools such as Excel and data query languages (BigQuery, Hadoop). * Demonstrated ability to ensure data quality, integrity, and governance across multiple systems and sources. * Strong understanding of business processes and the ability to translate analytical findings into meaningful recommendations. * Excellent collaboration and communication skills, with experience partnering across multiple teams. * Creative problem solver with the ability to work independently, manage competing priorities, and drive solutions forward. * Exceptional project management skills and attention to detail; able to juggle multiple priorities, meet tight deadlines, and operate effectively and compliantly. Preferred Qualifications * Proficiency with data visualization and BI tools (e.g., Tableau, Power BI) to translate data into actionable insights. * Experience working with internal programs such as Liberty/TM1, and Smartbuy. * Familiarity with marketing analytics, campaign performance measurement, and forecasting methodologies. * Positive vibes, enthusiasm, and a "can-do" attitude Salary Range: $78,000.00 to $124,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

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

A top financial institution is seeking a Principal Site Reliability Engineer to enhance reliability and operational efficiency. The role involves managing critical incident management and infrastructure design. Candidates must have over 10 years of experience in site reliability engineering, along with strong technical and project leadership skills. This position offers the chance to influence end-to-end software development processes within a dynamic team environment. #J-18808-Ljbffr

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, paid bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a BSA/AML Enhanced Due Diligence Analyst to join our team. This position will be a full-time in office position and can be located in either Salt Lake City, UT, Houston, TX, Phoenix, AZ or Irvine, CA area. Responsible for BSA/AML investigative operations and the application of the BSA and USA PATRIOT Act requirements to daily activities. Analyzes high risk client activity for possible suspicious activity related to illegal activities such as money laundering, terrorist financing or fraud. Leverages multiple sources when making a determination or concluding on customer activity. Presents logical, well-supported conclusions for customer assessments. Understands and applies knowledge of BSA/AML typologies and the ability to identify red flags and current trends of suspicious activity during the review of alerting activity or periodic assessment of high-risk customer-types. Communicates with retail and business line staff to gather further client information to decision the alert or risk rating. Writes clear, concise communications that clearly support the conclusion when closing alerts, explaining or escalating activity. Meet SLA requirements and Quality Assurance performance levels for completed work. Responsible for multiple review-types, varying in complexity. Responsible for understanding/tracking each client due for review and review-type. Documents reviews in the case management system. Assesses complex customer relationships and understand relationships across multiple account relationships. Prepares and thoroughly documents factual findings in an accurate and timely manner. Communicates with retail and business line management, as necessary, in researching, investigating, and escalating cases. Compiles data and maintains necessary records and files to ensure efficient and consistent reporting of investigations. Make recommendations for relationship disengagement to management and/or appropriate risk officer. Meet SLAs for the completion of scheduled reviews. Perform other duties as assigned. Qualifications: Requires a bachelor's degree in Intelligence Studies, Accounting, Finance or related field and 1+ years of Bank Secrecy Act and/or AML compliance processes, procedures, and regulations or other directly related compliance experience. Financial crime investigation experience preferred. A combination of education and experience may meet requirements. Relevant Professional Certification: Association of Certified Anti-Money Laundering Specialists (ACAMS), Associate of Certified Fraud Examiners (ACFE) or Association of Certified Financial Crime Specialists (ACFCS) is a plus. Basic working knowledge of BSA/AML Compliance as it applies to suspicious activity for money laundering, terrorist financing and fraud. Understanding of complex financial transactions and business relationships. Good analytical, documentation, customer service and communication skills, both written and verbal. Ability to manage deadlines, be organized, follow through, detail-oriented and accurate. Ability to meet performance expectations including Service Level Agreements for errors and Quality Assurance score expectations. Ability to meet deadlines, work independently and adapt to changing priorities. Good research and problem-solving skills. Ability to translate complex situations into easily understood narratives. Ability to be an independent thinker and to defend one's own work. Ability to handle delicate and/or sensitive situations. Strong PC skills desired with an emphasis in MS Excel and Word. Knowledge of related systems used to conduct research and bank operations as it relates to the flow of funds through financial institutions. This position is eligible to earn a base salary in the range of $65,000 to $85,000 annually depending on job-related factors such as level of experience and location. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? Global Commercial Services (GCS) is the leading payments provider for businesses and corporations of all sizes. The U.S. Small Business and Middle Market segment is the largest GCS customer segment with strong growth momentum and remains a key area of investment and focus. The Middle Market Demand Generation team sits within Managed Marketing & Prospect in GCS. The team is essential to the U.S. SME Sales & Marketing engine, warming and delivering high-intent leads to create new and expand existing customer relationships. This Senior Analyst role will be responsible for the end to end strategy, development, and execution of digital marketing assets for the Corporate Middle Market prospect audience. These marketing assets will drive demand, awareness, and ultimately leads and conversions for Amex Commercial products. Key Responsibilities: * Lead the E2E creative strategy from ideation to launch for omnichannel digital marketing campaigns to drive awareness and demand for the Corporate Card Program * Conduct market and competitive research to understand leading and innovative practices in B2B digital marketing and integrate them into US SME strategies to drive product demand * Manage relationships with external creative agencies and develop effective, comprehensive creative briefs * Partner closely with media agencies to determine optimal channels, timing and placements for initiatives * Monitor campaign performance and utilize insights and learnings to inform future campaigns * Partner closely with key stakeholders, both internal and external, to ensure alignment with marketing materials and that campaigns support broader business objectives * Drive campaign roadmap, test & learn plans, and optimizations of marketing collateral for continuous performance improvement * Oversee a Marketing Operations Analyst(s) responsible for the legal review process * Execute marketing assets in partnership with operations analysts & Compliance partners to gain legal approval through a thorough review process Minimum Qualifications: * 2+ years of B2B and/or digital marketing experience * Creative problem solver with a passion for challenging the status quo * Strategic thinker - ability to ask the right questions and use data to develop winning, profitable strategies * Digital/performance marketing expertise; ability to build campaigns that connect with audience segments and motivate actions * Strong project management abilities with the ability to drive multiple initiatives across different work streams simultaneously * Paid Media and/or Email channel experience and excitement - experience developing creative across multiple digital platforms, and a passion for introducing new/innovative new ones * External agency management experience - writing creative briefs and delivering clear actionable feedback * Strong collaboration and partnership skills - track record for building positive relationships and finding mutual benefit with multiple cross-functional partners * Process-oriented with great attention to detail * Comfort developing, and being held accountable for, performance targets * Desire to innovate and try new things! Salary Range: $78,000.00 to $124,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** Global Commercial Services (GCS) is the leading payments provider for businesses and corporations of all sizes. The U.S. Small Business and Middle Market segment is the largest GCS customer segment with strong growth momentum and remains a key area of investment and focus. The Middle Market Demand Generation team sits within Managed Marketing & Prospect in GCS. The team is essential to the U.S. SME Sales & Marketing engine, warming and delivering high-intent leads to create new and expand existing customer relationships. This Senior Analyst role will be responsible for the end to end strategy, development, and execution of digital marketing assets for the Corporate Middle Market prospect audience. These marketing assets will drive demand, awareness, and ultimately leads and conversions for Amex Commercial products. **Key Responsibilities:** + Lead the E2E creative strategy from ideation to launch for omnichannel digital marketing campaigns to drive awareness and demand for the Corporate Card Program + Conduct market and competitive research to understand leading and innovative practices in B2B digital marketing and integrate them into US SME strategies to drive product demand + Manage relationships with external creative agencies and develop effective, comprehensive creative briefs + Partner closely with media agencies to determine optimal channels, timing and placements for initiatives + Monitor campaign performance and utilize insights and learnings to inform future campaigns + Partner closely with key stakeholders, both internal and external, to ensure alignment with marketing materials and that campaigns support broader business objectives + Drive campaign roadmap, test & learn plans, and optimizations of marketing collateral for continuous performance improvement + Oversee a Marketing Operations Analyst(s) responsible for the legal review process + Execute marketing assets in partnership with operations analysts & Compliance partners to gain legal approval through a thorough review process **Minimum Qualifications:** + 2 years of B2B and/or digital marketing experience + Creative problem solver with a passion for challenging the status quo + Strategic thinker - ability to ask the right questions and use data to develop winning, profitable strategies + Digital/performance marketing expertise; ability to build campaigns that connect with audience segments and motivate actions + Strong project management abilities with the ability to drive multiple initiatives across different work streams simultaneously + Paid Media and/or Email channel experience and excitement - experience developing creative across multiple digital platforms, and a passion for introducing new/innovative new ones + External agency management experience - writing creative briefs and delivering clear actionable feedback + Strong collaboration and partnership skills - track record for building positive relationships and finding mutual benefit with multiple cross-functional partners + Process-oriented with great attention to detail + Comfort developing, and being held accountable for, performance targets + Desire to innovate and try new things! **Qualifications** Salary Range: $78,000.00 to $124,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Marketing **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 26000368

Callan seeks a senior analyst to join our Independent Adviser Group (IAG) in our Atlanta office. In this role, you'll support senior consultants in serving a select number of financial intermediary clients nationwide. You'll collaborate with the IAG team and other Callan specialty research teams to deliver insight and solutions to financial intermediary clients. We're seeking someone with a strong interest in capital markets, exceptional project management skills, intellectual curiosity, and a passion for building lasting client relationships. Please note: This position will be based in Callan's Atlanta office location, working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. What's Unique About This Role? Callan believes our organization and culture are made stronger through a broad array of perspectives and experiences. Collaborating with various teams throughout the company, you will work with some of the highest quality and most complex clients in the country to help them achieve their investment goals. Along with having an appreciation for Callan's unique and collaborative culture, your ability to demonstrate success in the skill sets we seek is of greater importance than your years of experience. Callan's Independent Adviser Group has been a trusted partner to established financial intermediaries, wealth advisory, and middle-market consulting firms for over 30 years. IAG sits at a unique intersection between Callan's traditional clients, large institutional fund sponsors, and the middle-market clients of our IAG members. As a member of the IAG team, you will have a unique view of the wide range of allocations and strategies utilized by taxable investors and institutions of all sizes. The IAG team supports not only the investment programs of our IAG member firms but is also exposed to the business aspects of running an advisory practice focused on the middle market. Primary Duties Client Servicing: • Support ad-hoc IAG member firm requests • Support client use of Callan tools and access to our information • Coordinate with IAG team to respond to client requests in a timely manner • Expect limited client travel in year one; travel may occur with more frequency thereafter Manager Research and Platform Support: • Serve as senior analyst to IAG Members involved in manager research • Assist team in keeping research, insights, and updates timely and on point • Using Callan tools as a primary source, provide analytical support to research team • Lead the production of MAX and UMA manager search books and portfolio analysis • Coordinate with the IAG team to ensure all platform strategies have updated Callan collateral, including strategy and terms sheets • Assist with responding to ad-hoc client inquiries and ensure that client needs are met Client Analytical Support, Training, and Reporting: • Develop proficiency in PEP, our proprietary software, and become point person IAG member PEP training (coordinating with Callan's Analytical Solutions Group) • Assist the IAG consulting team and clients with developing customized client reports (DC, ESG, Endowment and Foundation, UMA report) and provide training for clients as appropriate • Develop proficiency with CallanDNA and become the point person for IAG member CallanDNA training • Assist in researching special topics for IAG consultants and clients • Coordinate with Callan's Client Report Services group to prepare custom, quarterly institutional client performance measurement reports • Assist the IAG consulting team and clients with alternatives performance reporting, developing reports to incorporate public and private markets performance evaluations Client Policy: • Assist with research and analysis of capital markets and industry trends and develop diversified manager structures • Assist with IAG member asset allocation projects New Business Development: • Support IAG team new client development as needed, including supporting RFP responses and ad-hoc prospect requests Job Skills & Requirements You should have a demonstrable interest in investing and capital markets; ask questions unabashedly and strive to fully understand the responses you receive; be proactive in working with senior consultants and demonstrate strong time and project management skills; be grounded in a strong sense of ethics and will act with humility and accountability in your work; and keep client interests at the forefront as you work with and support your Callan colleagues. Skills: • Ability to collaborate effectively on cross-functional teams in a collegial fashion • Strong time management skills and ability to prioritize and manage multiple projects efficiently • Demonstrated ability to receive and integrate feedback • Effective and professional communication, presentation, and writing skills, and the desire to continually learn and develop over time • Excellent organizational skills, strong attention to detail, and the ability to prioritize work to meet deadlines even during the busiest times • Build and maintain relationships internally and externally • Knowledge of the capital markets in general and the institutional investment landscape in particular Characteristics: • Passionate about learning and seeking information to uncover answers and generate new ideas, including the ability to ask for help when needed • Self-motivated and proactive, able to work independently and without supervision • Emphasis on team over self • Willingness and ability for a modest level of travel, if/when required Education and Experience: • Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline (we are also open to those with differing backgrounds and a strong interest in financial markets) • 2 - 7+ years of work experience preferred, particularly in the investment industry • Progress toward or interest in earning the CFA and/or CAIA designation (if not yet earned) Compensation, Benefits & Training At Callan, you can expect: • A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more • Training for all Callan databases, research, and other systems • Access to team-building events, community outreach opportunities, and wellness events As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more. $75,000 - $100,000 a year The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future. About Callan Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at *************** Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.