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Analyst Internship jobs at First Citizens Bank - 42 jobs

  • Corporate Intern - Strategy Analyst (Hybrid)

    First Citizens Bank 4.8company rating

    Analyst internship job at First Citizens Bank

    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. First Citizens Bank offers an exciting summer internship program that provides development opportunities and hands on work experience while creating a talent pipeline for the Bank. Our interns will apply classroom knowledge in a corporate environment while making a positive impact across the organization and the communities we serve. Come help First Citizens build for the future! The Corporate Strategy Analyst Intern will play a key role in First Citizens' strategic planning process, including the development of a multi-year strategic plan, formulation and prioritization of strategies, and monitoring of the execution of strategic initiatives to achieve its goals. Responsibilities In this role, you will: * Be part of a dynamic team with interesting projects. * Accountabilities can and may include areas such as research, analytics, projects, strategy, process review and improvement, as well as technology enhancements and support. * Assist in drafting written deliverables (Word memos and PowerPoint presentations) for effective communication with senior internal stakeholders * Assist with developing workplans and coordinating with cross-functional teams to develop strategic initiatives. * Attend professional development sessions, informational sessions, networking and community service events. * Have a dedicated manager and program manager to help you navigate the bank and the internship program. * Be assigned a project, designed to improve a specific process or solve a problem that you will present at the close of the internship. * Prepare a wrap-up presentation to be shared with the division leader and other key stakeholders in the company to outline your accomplishments and experience during the internship Internship dates: 5/27/2026 - 7/31/2026 Qualifications Required qualifications: * High School Diploma or GED and 1 year of experience * Currently enrolled at an accredited collegiate institution (during the time of the summer program) * Ability to work 40 hours per week during the duration of the program Preferred qualifications: * Rising seniors * 3.0 minimum GPA * Strong desire to learn and grow * Have strong business acumen being able to conceptualize how things work in the business environment * Strong written communication * Organized and detail oriented * Possess a positive attitude, naturally curious and enjoys collaborating with others * Strong verbal and written communication skills * Critical thinking skills * Ability to multitask * Ability to adapt and adjust priorities based on business needs * Ability to take direction and absorb information quickly Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $40k-53k yearly est. 8d ago
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  • Portfolio Analyst (Remote)

    First Citizens Bank 4.8company rating

    Analyst internship job at First Citizens Bank

    This is a remote role that may be hired in the following locations: NC, SC, PA, or OH Open to consider additional locations within the Eastern Time Zone for highly qualified candidates. The Portfolio Analyst provides critical data insights that support strategic portfolio prioritization across First Citizens Bank. This role is responsible for analyzing demand, capacity, and execution data; ensuring portfolio information quality; and delivering dashboards and reporting that guide decision-making. The analyst works closely with the Portfolio Consultant to surface trends, highlight risks, and identify opportunities for process and data improvement across the enterprise portfolio. Responsibilities * Analyze enterprise demand, capacity, resource utilization, and delivery data to produce insights that directly support portfolio prioritization and sequencing. * Develop data-driven recommendations that improve visibility into work intake, strategic alignment, funding impact, and cross-portfolio dependencies. * Identify trends, patterns, and anomalies that may impact prioritization decisions or enterprise planning. Data Quality & Portfolio Governance Support * Conduct regular reviews of portfolio data to ensure accuracy, completeness, and alignment with portfolio standards. * Flag data issues, gaps, or inconsistencies and partner with the Portfolio Consultant to drive process corrections and data governance improvements * Support the definition and evolution of enterprise portfolio metrics, KPIs, and reporting standards. Dashboarding & Reporting * Build and maintain portfolio dashboards that visualize demand, capacity, prioritization criteria, and overall portfolio health. * Publish recurring (weekly, monthly, quarterly) portfolio reports for senior leadership. * Translate complex data into clear, actionable visuals and summaries for decision-makers. PPM Tools & Systems (Clarity/Planview) * Leverage enterprise PPM tools (Clarity or Planview preferred) to extract, analyze, and validate portfolio information. * Support enhancements, configurations, and portfolio views that improve data visibility and prioritization workflows. * Partner with Technology, EPMO, and cross-functional teams to enhance data capture and reporting maturity. Qualifications Bachelor's Degree and 4 years of experience in Analytics, or Modeling, or Reporting OR High School Diploma or GED and 8 years of experience in Analytics, or Modeling, or Reporting Additional Requirements: * Portfolio management, project analytics, PMO operations, or a similar data-driven role. * Strong understanding of demand and capacity concepts. Must be able to interpretate demand/capacity data. * Hands-on experience with a PPM tool (Clarity, Planview, or equivalent). * Advanced Excel skills, including Pivot Tables and data modeling. * Strong analytical ability with experience interpreting complex datasets. * Ability to communicate insights clearly to leadership. Preferred: * Experience with Power BI or similar dashboarding tools. * Background supporting portfolio prioritization or enterprise governance. The base pay for this position is generally between $85,350 and $147,940. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: *************************************** #EJC #LI-DNI
    $85.4k-147.9k yearly 26d ago
  • 2027 Summer Internship, Early Careers - Corporate Banking

    Wells Fargo Bank 4.6company rating

    Charlotte, NC jobs

    2027 Corporate Banking Summer Analyst Program Advance and excel Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients. Corporate Banking Delivers a comprehensive suite of strategic credit, risk management, and treasury management solutions to large-cap publicly traded companies across industry sectors, financial sponsors, and other institutional clients. Program Overview The Corporate Banking Summer Analyst Program is a 10-week internship designed for undergraduates considering a career in banking. You will be aligned to a coverage or product group, where you will gain direct experience contributing to client work, learn financial and credit fundamentals, and collaborate with bankers to support client relationships. What to expect The program begins with one week of structured classroom training, covering financial accounting, credit analysis, corporate valuation, and financial modeling. Following training, you will step into day-to-day responsibilities, which may include: Conducting company and industry research Analyzing historical financial performance and modeling future outcomes to assess credit risk Creating client marketing materials using Excel and PowerPoint Assisting in preparing credit underwriting presentations for Risk Committee approval Monitoring client developments and preparing updates for leadership Throughout the program, you will receive ongoing coaching, mentorship, and feedback to support your development. Is this program right for you? We seek candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications: 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Bachelor's degree with expected graduation in December 2027 or May/June 2028 Strong academic achievement Demonstrated interest in finance and financial markets Strong analytical and communication skills Proven ability to take on significant responsibility Relevant internship experience Ability to work effectively both independently and in teams Proficiency in Microsoft Office (Excel, PowerPoint, Word) Program locations Primary locations include Charlotte & New York. Pay range $48/hour across all locations. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $90,000.00 - $150,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 29 Apr 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $90k-150k yearly 20d ago
  • 2027 Summer Internship, Early Careers - Investment Banking

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    **2027 Investment Banking Summer Analyst Program** **Invest in your tomorrow** Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. **Investment banking** Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers. **Program overview** This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback. **What to expect** The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: + Supporting financial analysis and contributing to transaction execution + Conducting company and industry research + Assisting in the preparation of client materials and pitch presentations + Participating in diligence sessions, client meetings, and internal discussions + Collaborating with senior bankers across sectors and geographies You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development. **Is this program right for you?** We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. **Required qualifications** + 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. **Desired qualifications** + Strong academic achievement + Bachelor's degree with expected graduation between December 2027 - June 2028 + Demonstrated interest in finance and financial markets + Strong analytical and communication skills + Proven ability to take on significant responsibility + Relevant internship experience + Ability to work effectively both independently and in teams + Proficiency in Microsoft Office (Excel, PowerPoint, Word) **Program Locations** Primary locations include New York and Charlotte **Pay Range** $53/hour Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $90,000.00 - $150,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 29 Apr 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-512552
    $90k-150k yearly 21d ago
  • 2027 Summer Internship, Early Careers - Investment Banking

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    2027 Investment Banking Summer Analyst Program Invest in your tomorrow Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. Investment banking Delivers strategic advisory, capital raising, and risk management expertise for global corporations, financial sponsors, institutional clients, and alternative asset managers. Program overview This 10-week internship is designed for undergraduates graduating between December 2027 - June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback. What to expect The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include: * Supporting financial analysis and contributing to transaction execution * Conducting company and industry research * Assisting in the preparation of client materials and pitch presentations * Participating in diligence sessions, client meetings, and internal discussions * Collaborating with senior bankers across sectors and geographies You will receive ongoing coaching, mentorship, and feedback throughout the program to support your development. Is this program right for you? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required qualifications * 6+ months of work experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired qualifications * Strong academic achievement * Bachelor's degree with expected graduation between December 2027 - June 2028 * Demonstrated interest in finance and financial markets * Strong analytical and communication skills * Proven ability to take on significant responsibility * Relevant internship experience * Ability to work effectively both independently and in teams * Proficiency in Microsoft Office (Excel, PowerPoint, Word) Program Locations Primary locations include New York and Charlotte Pay Range $53/hour Wells Fargo will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $90,000.00 - $150,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 29 Apr 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $90k-150k yearly 9d ago
  • 2027 Summer Internship, Early Careers - Corporate Banking

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    2027 Corporate Banking Summer Analyst Program Advance and excel Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients. Corporate Banking Delivers a comprehensive suite of strategic credit, risk management, and treasury management solutions to large-cap publicly traded companies across industry sectors, financial sponsors, and other institutional clients. Program Overview The Corporate Banking Summer Analyst Program is a 10-week internship designed for undergraduates considering a career in banking. You will be aligned to a coverage or product group, where you will gain direct experience contributing to client work, learn financial and credit fundamentals, and collaborate with bankers to support client relationships. What to expect The program begins with one week of structured classroom training, covering financial accounting, credit analysis, corporate valuation, and financial modeling. Following training, you will step into day-to-day responsibilities, which may include: * Conducting company and industry research * Analyzing historical financial performance and modeling future outcomes to assess credit risk * Creating client marketing materials using Excel and PowerPoint * Assisting in preparing credit underwriting presentations for Risk Committee approval * Monitoring client developments and preparing updates for leadership Throughout the program, you will receive ongoing coaching, mentorship, and feedback to support your development. Is this program right for you? We seek candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications: * 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Bachelor's degree with expected graduation in December 2027 or May/June 2028 * Strong academic achievement * Demonstrated interest in finance and financial markets * Strong analytical and communication skills * Proven ability to take on significant responsibility * Relevant internship experience * Ability to work effectively both independently and in teams * Proficiency in Microsoft Office (Excel, PowerPoint, Word) Program locations Primary locations include Charlotte & New York. Pay range $48/hour across all locations. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $90,000.00 - $150,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 29 Apr 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $90k-150k yearly 21d ago
  • Global Capital Markets Summer Analyst Program- 2027

    Bank of America Corporation 4.7company rating

    Charlotte, NC jobs

    Please Note: The Rates and Currencies Solutions Program is a separate application though it is a subdivision for Global Capital Markets. If you are interested in Rates and Currencies Solutions, please see the appropriate application link here We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Capital Markets business is focused on providing financial solutions across the capital structure and our Summer Analyst program will offer you insight into this business. Your training and development are our top priority, with extensive formal training offered at the start of the program in addition to on-the-job support, educational speaker events and mentorship throughout. Our capital markets internships offers you the ability to intern within one of the below groups. * Equity Capital Markets (ECM) is a product group within Global Capital Markets that focuses on raising equity (and equity-linked) capital for corporate clients, including financial sponsors. The group is split into four subgroups: Cash Origination, which focuses on the origination and execution of IPOs, follow-ons, and block trades; Strategic Equity Solutions Group (SESG), which focuses on the origination and execution of convertibles, At-the-Market (ATM) dribble programs, share repurchases, and derivative solutions for secondary sellers; Private Capital Markets (PCM), which focuses on the origination and execution of pre-IPO private capital as well as PIPEs; and ECM Syndicate, which is the execution arm for all public market transactions, including IPOs, follow-ons, blocks, and convertibles. In addition to our core advisory responsibilities, the group also is tasked with keeping clients up to date on the equity markets and macroeconomic events. * Investment Grade Capital Markets offers insight into the capital raising process with extensive formal training and mentorship throughout the program. Summer analysts are integral members of our team and will work closely with senior colleagues to gain exposure to a wide spectrum of clients, from large corporations to small-cap companies, as well as a variety of financing projects including regular-way debt capital raising, acquisition financing, liability management, and capital structure advisory. The Investment Grade Capital Markets Summer Analyst program prepares graduates for a career in capital markets through exposure to macroeconomics and their impact on capital markets, client coverage responsibilities and business development efforts, as well as the capital raising process and specific technical training on investment banking functions and credit markets. * Debt Advisory is a division of Global Capital Markets within the Global Corporate & Investment Bank. The team is a leader in liability management services, working with clients across the credit spectrum from A-rated Fortune 50 investment grade companies to high yield issuers, from performing to distressed facing imminent default. Clients include corporations, financial sponsors, financial institutions, governments and multilateral institutions across sectors around the world. Situations frequently supported by Debt Advisory include refinancing transactions, capital structure changes, mergers and acquisitions, spin-off transactions and divestitures, leveraged buyouts, bond covenant modifications and distressed situations. Debt Advisory executes transactions focusing on existing debt such as tender offers, exchange offers, consent solicitations, refinancings, recapitalizations, open market repurchases and capital market restructuring. Debt Advisory works closely with Investment Grade Debt Capital Markets, Leveraged Finance and the Global Corporate & Investment Banking coverage teams to provide solutions for our debt clients. * Latin America Debt Capital Markets (LatAm DCM) performs comprehensive, in-depth research on companies, sectors in Latin American and Caribbean countries. In this role, you will prepare recommendations on timing, size, and currency for Sovereign transactions in the region as well as work with various teams across the firm including Investment Banking and Corporate banking in each of our offices covering Latin America and the Caribbean. * Sustainable Banking Solutions provides deep expertise on ESG topics affecting clients funding needs, valuation, and strategic decisions. We offer a full spectrum of capital markets products and maintain seamless coordination with our Investment Banking, Corporate Banking and Capital Markets partners. * Leveraged Finance helps non-investment grade clients raise debt capital. Situations include Leveraged Buyouts (LBOs), Corporate M&A, Dividend Recapitalizations, and debt refinancing. The Leveraged Finance team works closely with groups across the Global Corporate & Investment Bank (GCIB) to deliver solutions for our clients and is consistently ranked either #1 or #2 on Wall Street by Dealogic As a summer analyst, your key tasks and responsibilities may include but are not limited to: * Performing comprehensive, in-depth research on companies, sectors, new issue market, general market conditions and institutional investors * Prepare recommendations on timing, size and structure of transactions * Work with various teams across the firm including Investment Banking and Global Markets * Transaction execution and preparation of related documents Qualifications * Candidates must be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * Must demonstrate a track record of superior performance in extracurricular and professional activities * 3.5 minimum GPA preferred * Must have a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the capital markets industry Bank of America does not complete third party forms from colleges, universities, or other parties.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
    $71k-96k yearly est. 7d ago
  • Subscription Finance Summer Analyst Program - 2027

    Bank of America Corporation 4.7company rating

    Charlotte, NC jobs

    We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Markets business offers sales and trading services, including research, to institutional clients across fixed-income, credit, currency and commodity, and equity businesses. Global Markets product coverage includes securities and derivative products in both the primary and secondary markets. Job Description & Program Overview Our program includes formal training and direct placement in the Subscription Finance Group (SFG). Subscription Finance specifically provides funding/financing solutions to many of the world's leading asset managers. As a summer analyst your responsibilities may include: * Drafting client proposals, transaction summaries, due diligence summaries, credit approval reports and other documents as part of the transaction approval process * Engaging with business partners and other members of the client team, as necessary, to facilitate various aspects of the transaction management process * Participation in on-site client due diligence visits, as necessary * Generation of detailed collateral analysis * Monitoring and highlighting key performance trends related to the collateral, clients, and the industry * Maintaining transaction pricing, return and cash flow models, as well as portfolio surveillance files * Gain exposure providing financing to funds that invest in a broad range of asset classes such as real estate, private equity, and private credit Qualifications * Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * 3.2 minimum GPA preferred * Candidates must demonstrate a combination of academic aptitude, quantitative skills, strategic and creative thinking, and strong written and oral communications skills * Superior analytical and organizational skills * Ability to manage several projects at once * Ability to work effectively as an individual and as part of a team * Other desired characteristics include: integrity, attention to detail, assertiveness, initiative, leadership, strong work ethic, and team focus * Strong interest in global financial markets and keen interest in complex structures are preferred * Mathematics, engineering, statistics, or programming background a plus Bank of America does not complete third party forms from colleges, universities, or other parties.
    $71k-96k yearly est. 8d ago
  • Rates and Currencies Solutions Summer Analyst Program - 2027

    Bank of America Corporation 4.7company rating

    Charlotte, NC jobs

    At Bank of America, we have one of the largest corporate client footprints in the U.S., and we are leaders in structuring interest rate and foreign exchange risk management solutions for these clients. Our Global Rates and Currencies team focuses on providing advisory and execution in the interest rate and foreign exchange markets, working closely with our product partners in Trading as well as our client coverage partners in Banking. Our Summer Analysts gain exposure to a wide spectrum of clients as well as a variety of products such as FX spot and forwards, FX/interest rate swaps and options. The wide range of client profiles and market/product knowledge obtained through our program provide our Summer Analysts flexibility to explore the best fit for their skills and goals. Analysts are active deal team members responsible for working closely with the senior marketers to source, pitch and execute various risk management transactions. Specific responsibilities include: * Coordinating with our partners in Banking and Markets to source new trades and opportunities * Communicating daily with Trading teams to price and structure various hedging strategies * Preparing client pitch materials * Preparing recommendations on timing, size and structure of transactions and managing derivative deal pipeline * Analyzing risk in the context of cross-border M&A and other event-driven strategic transactions * Performing comprehensive, in-depth research on FX and Rates markets, companies and market conditions * Reading company financial statements to develop risk management solutions Summer Projects A major component and focus of the summer internship involves projects that each intern presents to senior and junior members of the GRC team. Projects may include analysis of markets with a macro focus and company-specific case studies. Each intern has flexibility to add her/his own creative approach to provide an appropriate risk management solution for the client. These summer projects provide a framework that is conducive for our Summer Analysts to reach out and meet as many members of our teams as possible, working with associates from FX Sales, Rates Sales, Strategic FX and Strategic Risk Management Solutions. Qualifications * Candidates must be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * Must demonstrate a track record of superior performance in extracurricular and professional activities * Must have a combination of strong quantitative/analytical skills and attention to detail * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the finance industry * Excel and PowerPoint skills strongly recommended CA Disclosure Language: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA" at the end of the job description Bank of America does not complete third party forms from colleges, universities, or other parties.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
    $71k-96k yearly est. 7d ago
  • Wealth Management Summer Analyst Program - Private Bank 2027

    Bank of America Corporation 4.7company rating

    Charlotte, NC jobs

    With more than 200 years in the financial services industry, Bank of America Private Bank has cultivated an award-winning team dedicated to providing exceptional service and guidance to our clients and prospects. As a leader in private wealth management, we provide a vast array of resources and customized solutions to help meet our clients' unique wealth structuring, investment management and credit needs. The Private Bank is focused on building long-term client relationships that are supported by a team of experienced advisors and highly credentialed specialists who provide a range of services, including investment management, trust and fiduciary solutions, financial and succession planning, philanthropic, specialty asset management, family office services, art services and custom credit solutions. What we offer and what you'll experience: Our Private Bank Summer Analyst Program is designed to offer you the unique opportunity to work in and gain exposure to the various teams within The Private Bank including Relationship Management, Trust & Wealth Structuring and Investment Management. Our structured summer internship provides extensive on-the-job training where you are aligned to a high-performing client team to gain hands-on experience and knowledge to serve ultra-high-net-worth clients ranging from business owners to corporate executives to entrepreneurs and innovators. In addition to receiving educational content and exposure to various thought leaders, you will be provided with coaching, mentorship and volunteer opportunities throughout the program. What you'll do: As a summer analyst, you will participate in robust programming and skills-based curriculum and gain exposure of daily client-related tasks such as: * Helping with new business generation, prospect cultivation and client engagement * Managing the execution of client service activities such as digital onboarding, initiating and monitoring account openings and asset transfers * Handling client inquiries and coordinating with specialists and service centers to deliver an integrated service experience to the client * Servicing account maintenance activities, including trust accounting transactions, processing deposits/transfers and providing reports * Conducting research projects on behalf of clients and/or maintaining organizational investment industry research and report information * Assessing client experience across live/digital touchpoints to identify opportunities for modernization and integration * Providing administrative coordination with trading, operations and client service teams Who we're looking for: We are looking for highly motivated individuals who are energetic, outgoing, analytical and entrepreneurial with an interest in gaining a sophisticated, well-rounded skillset aligned to wealth structuring, credit and banking, trust and relationship management. Required: * Students must be pursuing a Bachelors or Bachelors direct to Masters degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 * Demonstrated record of achievement such as extracurricular activities or leadership roles * Passion for investing and a strong understanding of finance * Excellent communication and presentation skills * Analytical, quantitative and critical thinking skills * Strong interpersonal skills with an ability to work effectively within a team * Ability to think independently and demonstrate good judgment * Strong time management and organizational skills * Ability to multi-task with a strong attention to detail Preferred: * 3.2 minimum GPA preferred * Technical skills such as Excel and PowerPoint Bank of America is unable to consider candidates that will require visa sponsorship, now or in the future, for this specific role. Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC. This job will be open and accepting applications for a minimum of seven days from the date it was posted. 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. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st shift
    $71k-96k yearly est. 7d ago
  • Sr Quantitative Fin Analyst

    Bank of America 4.7company rating

    Charlotte, NC jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! : This job is responsible for conducting quantitative analytics and complex modeling projects for specific business units or risk types. Key responsibilities include leading the development of new models, analytic processes, or system approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations may include the ability to influence strategic direction, as well as develop tactical plans. Responsibilities: Performs end-to-end market risk stress testing including scenario design, scenario implementation, results consolidation, internal and external reporting, and analyzes stress scenario results to better understand key drivers Leads the planning related to setting quantitative work priorities in line with the bank's overall strategy and prioritization Identifies continuous improvements through reviews of approval decisions on relevant model development or model validation tasks, critical feedback on technical documentation, and effective challenges on model development/validation Maintains and provides oversight of model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite Leads and provides methodological, analytical, and technical guidance to effectively challenge and influence the strategic direction and tactical approaches of development/validation projects and identify areas of potential risk Works closely with model stakeholders and senior management with regard to communication of submission and validation outcomes Performs statistical analysis on large datasets and interprets results using both qualitative and quantitative approaches Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Skills: Critical Thinking Quantitative Development Risk Analytics Risk Modeling Technical Documentation Adaptability Collaboration Problem Solving Risk Management Test Engineering Data Modeling Data and Trend Analysis Process Performance Measurement Research Written Communications LOB Job Description: This role will support Card loss forecasting administration, both relating to ongoing forecasting & analytic deliverables. Most specifically, it will help lead the team to deepen Card customer and portfolio assessments from various perspectives (loss, balance growth, customer retention, profitability), improving our collective risk management capabilities. Position is critical given the product dynamics in the current environment and the business' desire to produce incremental responsible growth through product strategy and infrastructure changes. Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT) are sub-lines of business within Global Risk Management (GRM). Collectively, they are responsible for developing a consistent and coherent set of models, analytical tools, and tests for effective risk and capital measurement, management and reporting across Bank of America. GRA and EIT partner with the Lines of Business and Enterprise functions to ensure the capabilities it builds address both internal and regulatory requirements, and are responsive to the changing nature of portfolios, economic conditions, and emerging risks. In executing its activities, GRA and EIT drive innovation, process improvement and automation. Bank of America's Global Risk Analytics (GRA) organization has a high impact opportunity for a Senior Quantitative Financial Analyst within its Consumer Loss Forecasting (CLF) team. GRA is a quantitative organization which delivers models, tools, and analysis needed to effectively manage risk and capital. The CLF team provides insights via credit loss forecasts and related portfolio, model and forecast analytics for Bank's $500 billion consumer loan portfolio - which includes Mortgage, Credit Card, Auto loan, and Consumer Banking Overdraft products. This position will primarily focus on the Consumer Credit Card product and portfolio. Forecast Administration plays a critical role in the Bank's allowance and financial planning, enterprise stress testing, and overall risk management activities. It requires combining knowledge of operational management, impacts of product and financial strategies, with analytical skills to enhance risk assessment and loss forecasting capabilities, adding insights to help improve business decision-making. The Senior Quantitative Financial Analyst interacts with a wide variety of stakeholders including other loss forecast associates, model operations, model developers, Allowance, Finance, Enterprise Stress Testing, Risk and the Front Line Unit. The Analyst should be able to effectively conduct sophisticated analysis and communicate results of such analysis to stakeholders. Forecast Administration Team Responsibilities: Each of the following responsibilities require advanced analytical and quantitative capabilities along with strong written and verbal communication skills. Being able to influence resources from within the team or across other teams, and the ability to quickly identify core implications and connections within complex issues is needed in this role. • Create crisp executive-level analytic content for stakeholders. This includes creating commentary to effectively explain trends, analyze loss projections, portfolio credit quality, and ensure loss forecast reasonability. • Utilizing cards business knowledge to assess loss model historical back-testing to facilitate recommended forecast adjustments and provide feedback to Model Development. This includes presenting adjustment rationale to stakeholders, obtaining buy-in from partners, and collaborating with model development partners to address existing or emerging model limitations. • Drive analytics pipeline covering strategy and environmental impacts, as well as consumer financial health on portfolio trends vs. model performance. • Collaborate across teams to ensure portfolio and business decisions impacts are accounted for in the forecast. Required Skills: • 8+ years of Consumer Unsecured analytics experience preferably data analytics, or quantitative research, forecast methods, credit acquisition or existing account management strategy experience, Finance or Collections data analytics, risk management, or quantitative research • Experience in Risk, Credit, Product Management, Collections or Financial Operations with demonstrated track record of generating and communicating insights which improve performance and understanding • Navigating and building expertise in new/unfamiliar data sources (internal or external) to correctly interpret data and extract information needed for analysis • Designing analytical framework / experiment to effectively answer business questions • Storyteller with demonstrated ability to deliver data insights to business in succinct and digestible manner through strong intuition on linkage between data observations and business significance and effective use of data visualization techniques • Highly proficient at SQL, demonstrated ability to transform data into analysis ready format • Attention to detail coupled with ability to simplify the complex • Demonstrated ability to independently drive, organize and work collaboratively across multiple teams and functions • Flexibility to work independently with little supervision in a complex team environment • Proficiency with Tableau, MS Word/Excel/PowerPoint • Previous demonstrated strong leadership or project management experience Desired Skills: • Proven analytical ability and problem solving skills demonstrated through banking experience related to loss forecasting, analytics and operations with ability to pro-actively lead • Experience meeting with internal or external bank examiners and responding to questions and required actions in a timely manner • Previous demonstrated strong leadership or project management experience • Consumer behavior analytics or risk modeling in a financial institution • Programing skills (SQL, Python, R, LaTeX) • Experience with CECL, DFAST, CCAR forecast methodologies Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Jersey City - 525 Washington Blvd (NJ2525) Pay and benefits information Pay range$125,000.00 - $210,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $125k-210k yearly Auto-Apply 60d+ ago
  • Client Quantitative Analyst I

    Bank of America Corporation 4.7company rating

    Greensboro, NC jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting analytical work efforts for various projects within a Line of Business or business discipline. Key responsibilities include leveraging databases to acquire client and performance data, transforming extracted data into meaningful insights and trends, and delivering those insights to leaders to make complex business decisions. Job expectations include working with business partners to understand, coordinate, and deliver agreed upon priorities while communicating complex data outputs and delivering the appropriate summary and data required. The Operations Data Control (ODC) team provides support to various Global Operations LOBS by providing data analysis in order to detect data anomalies. Our goal is to provide an automated-alert, data-anomaly, detection system. This system will utilize various data storage technologies across the bank, perform statistical analysis techniques on subject data, and deliver reports and alerts through BI and email to subject matter experts for potential remediation. Responsibilities: * Supports the extraction of data using a variety of a programming languages, such as SQL, SAS, Python, or Spark/Scala, and applies knowledge of relational and non-relational database systems housed on both on-premise and off-premise (hybrid) platforms * Connects provisioned data across multiple sources and performs necessary transformations utilizing both technical, business, and process knowledge to transform data into meaningful values and insights * Performs quantitative techniques and analysis on customer, transaction, and performance data with the guidance from other analysts and supervisors, based on questions provided by business partners, and provides actionable insights for business partners to make informed decisions. * Follows requirements developed by other analysts and supervisors to perform required research, analytics, and exploration on appropriate and accurate data sources to provide appropriate deliverables * Communicates complex subjects in a simple and engaging manner to non-technical and technical business partners using software such as Power Point, Word, Excel, and Tableau * Assists with conducting quality comparison checks on analysis output and escalates data inconsistencies, gaps, or issues to leadership * Follows quality workflow process and documentation requirements to adhere to standards and provide business continuity Required Qualifications: * Must have 4+ years of Tableau report development * Must have 4+ years of SQL coding/reporting * Excellent analytical and verbal/written communication skills * Strong presentational skills and ability to communicate complex ideas and theories * Ability to multi-task, prioritize and manage time to strict deadlines (i.e. can demonstrate effective time and workflow management skills) * Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects. * Strong attention to detail, problem solving, strategic thinking, and analytical skills. Desired Qualifications: * Deep understanding on automation; Autosys, Alteryx, etc. * Strong problem solving, conceptual thinking, attention to detail, and sense of urgency. * Ability to manage through ambiguity and agile to process change. * Self-starting, organized, proactive, and requiring minimal management oversight. * Time management, analytical and organizational skills. * Working knowledge of software version control systems such as BIT/GIT Bucket Skills: * Business Analytics * Data Mining * Data and Trend Analysis * Analytical Thinking * Business Intelligence * Data Quality Management * Data Visualization * Application Development * Business Acumen * Continuous Improvement * Innovative Thinking * Quality Assurance Shift: 1st shift (United States of America) Hours Per Week: 40
    $78k-118k yearly est. 39d ago
  • Client Quantitative Analyst I

    Bank of America 4.7company rating

    Greensboro, NC jobs

    Plano, Texas;Addison, Texas; Phoenix, Arizona; Chandler, Arizona; Fort Worth, Texas; Greensboro, North Carolina; Newark, Delaware; Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for supporting analytical work efforts for various projects within a Line of Business or business discipline. Key responsibilities include leveraging databases to acquire client and performance data, transforming extracted data into meaningful insights and trends, and delivering those insights to leaders to make complex business decisions. Job expectations include working with business partners to understand, coordinate, and deliver agreed upon priorities while communicating complex data outputs and delivering the appropriate summary and data required. The Operations Data Control (ODC) team provides support to various Global Operations LOBS by providing data analysis in order to detect data anomalies. Our goal is to provide an automated-alert, data-anomaly, detection system. This system will utilize various data storage technologies across the bank, perform statistical analysis techniques on subject data, and deliver reports and alerts through BI and email to subject matter experts for potential remediation. **Responsibilities:** + Supports the extraction of data using a variety of a programming languages, such as SQL, SAS, Python, or Spark/Scala, and applies knowledge of relational and non-relational database systems housed on both on-premise and off-premise (hybrid) platforms + Connects provisioned data across multiple sources and performs necessary transformations utilizing both technical, business, and process knowledge to transform data into meaningful values and insights + Performs quantitative techniques and analysis on customer, transaction, and performance data with the guidance from other analysts and supervisors, based on questions provided by business partners, and provides actionable insights for business partners to make informed decisions. + Follows requirements developed by other analysts and supervisors to perform required research, analytics, and exploration on appropriate and accurate data sources to provide appropriate deliverables + Communicates complex subjects in a simple and engaging manner to non-technical and technical business partners using software such as Power Point, Word, Excel, and Tableau + Assists with conducting quality comparison checks on analysis output and escalates data inconsistencies, gaps, or issues to leadership + Follows quality workflow process and documentation requirements to adhere to standards and provide business continuity **Required Qualifications:** - Must have 4+ years of Tableau report development - Must have 4+ years of SQL coding/reporting - Excellent analytical and verbal/written communication skills - Strong presentational skills and ability to communicate complex ideas and theories - Ability to multi-task, prioritize and manage time to strict deadlines (i.e. can demonstrate effective time and workflow management skills) - Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects. - Strong attention to detail, problem solving, strategic thinking, and analytical skills. **Desired Qualifications:** - Deep understanding on automation; Autosys, Alteryx, etc. - Strong problem solving, conceptual thinking, attention to detail, and sense of urgency. - Ability to manage through ambiguity and agile to process change. - Self-starting, organized, proactive, and requiring minimal management oversight. - Time management, analytical and organizational skills. - Working knowledge of software version control systems such as BIT/GIT Bucket **Skills:** + Business Analytics + Data Mining + Data and Trend Analysis + Analytical Thinking + Business Intelligence + Data Quality Management + Data Visualization + Application Development + Business Acumen + Continuous Improvement + Innovative Thinking + Quality Assurance **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $78k-118k yearly est. 60d+ ago
  • Quantitative Analyst

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    Title: Quantitative Analyst Alternate Location: 600 S 4th St Minneapolis, MN Duration: 12 months Work Engagement: W2 Work Schedule: 4 days in office/1 day remote Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits Summary: We are seeking an experienced Analytics Consultant to join the Financial Crimes Analytics and Monitoring Solutions (FCAMS) team. This role is critical in developing and maintaining advanced quantitative and qualitative models that detect unusual transaction patterns and support Anti Money Laundering (AML) compliance. The successful candidate will own the end-to-end model lifecycle, ensuring accuracy, regulatory alignment, and continuous improvement. Responsibilities: * Lead the end‑to‑end development, validation, implementation, and performance monitoring of AML transaction monitoring models. * Evaluate model inputs, outputs, and assumptions to ensure appropriate functionality and adherence to regulatory requirements. * Develop, maintain, and enhance comprehensive model documentation to support audit, governance, and regulatory review processes. * Partner with compliance, risk management, technology, and business teams to optimize model performance and address emerging financial crime risks. * Drive model innovation by leveraging big data platforms and advanced analytics techniques. * Provide subject matter expertise on AML transaction monitoring strategies and model risk management frameworks. Qualifications: * Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship. * Extensive experience in analytics, model development, or related roles within financial services, risk management, or a comparable discipline. * Demonstrated experience serving as a model owner or model developer for AML or financial crimes detection models. * Strong proficiency in SQL and Python for data analysis, model development, and automation. * Experience working with big data tools and large-scale financial institution datasets, including high‑volume, complex transaction, customer, and product data. * Exceptional verbal, written, and interpersonal communication skills, with the ability to clearly articulate complex issues, risks, and recommendations to stakeholders at all levels. * Knowledge of AML transaction monitoring practices and regulatory obligations (e.g., BSA, USA PATRIOT Act) preferred. * Familiarity with Oracle platforms preferred. * Bachelor's degree in a quantitative field (Statistics, Mathematics, Computer Science, Economics, or related disciplines); an advanced degree is preferred.
    $76k-113k yearly est. 15d ago
  • Client Quantitative Analyst I

    Bank of America Corporation 4.7company rating

    Charlotte, NC jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for supporting analytical work efforts for various projects within a Line of Business or business discipline. Key responsibilities include leveraging databases to acquire client and performance data, transforming extracted data into meaningful insights and trends, and delivering those insights to leaders to make complex business decisions. Job expectations include working with business partners to understand, coordinate, and deliver agreed upon priorities while communicating complex data outputs and delivering the appropriate summary and data required. The Operations Data Control (ODC) team provides support to various Global Operations LOBS by providing data analysis in order to detect data anomalies. Our goal is to provide an automated-alert, data-anomaly, detection system. This system will utilize various data storage technologies across the bank, perform statistical analysis techniques on subject data, and deliver reports and alerts through BI and email to subject matter experts for potential remediation. Responsibilities: * Supports the extraction of data using a variety of a programming languages, such as SQL, SAS, Python, or Spark/Scala, and applies knowledge of relational and non-relational database systems housed on both on-premise and off-premise (hybrid) platforms * Connects provisioned data across multiple sources and performs necessary transformations utilizing both technical, business, and process knowledge to transform data into meaningful values and insights * Performs quantitative techniques and analysis on customer, transaction, and performance data with the guidance from other analysts and supervisors, based on questions provided by business partners, and provides actionable insights for business partners to make informed decisions. * Follows requirements developed by other analysts and supervisors to perform required research, analytics, and exploration on appropriate and accurate data sources to provide appropriate deliverables * Communicates complex subjects in a simple and engaging manner to non-technical and technical business partners using software such as Power Point, Word, Excel, and Tableau * Assists with conducting quality comparison checks on analysis output and escalates data inconsistencies, gaps, or issues to leadership * Follows quality workflow process and documentation requirements to adhere to standards and provide business continuity Required Qualifications: * Must have 4+ years of Tableau report development * Must have 4+ years of SQL coding/reporting * Excellent analytical and verbal/written communication skills * Strong presentational skills and ability to communicate complex ideas and theories * Ability to multi-task, prioritize and manage time to strict deadlines (i.e. can demonstrate effective time and workflow management skills) * Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects. * Strong attention to detail, problem solving, strategic thinking, and analytical skills. Desired Qualifications: * Deep understanding on automation; Autosys, Alteryx, etc. * Strong problem solving, conceptual thinking, attention to detail, and sense of urgency. * Ability to manage through ambiguity and agile to process change. * Self-starting, organized, proactive, and requiring minimal management oversight. * Time management, analytical and organizational skills. * Working knowledge of software version control systems such as BIT/GIT Bucket Skills: * Business Analytics * Data Mining * Data and Trend Analysis * Analytical Thinking * Business Intelligence * Data Quality Management * Data Visualization * Application Development * Business Acumen * Continuous Improvement * Innovative Thinking * Quality Assurance Shift: 1st shift (United States of America) Hours Per Week: 40
    $77k-114k yearly est. 29d ago
  • Client Quantitative Analyst I

    Bank of America 4.7company rating

    Charlotte, NC jobs

    Plano, Texas;Addison, Texas; Phoenix, Arizona; Chandler, Arizona; Fort Worth, Texas; Greensboro, North Carolina; Newark, Delaware; Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for supporting analytical work efforts for various projects within a Line of Business or business discipline. Key responsibilities include leveraging databases to acquire client and performance data, transforming extracted data into meaningful insights and trends, and delivering those insights to leaders to make complex business decisions. Job expectations include working with business partners to understand, coordinate, and deliver agreed upon priorities while communicating complex data outputs and delivering the appropriate summary and data required. The Operations Data Control (ODC) team provides support to various Global Operations LOBS by providing data analysis in order to detect data anomalies. Our goal is to provide an automated-alert, data-anomaly, detection system. This system will utilize various data storage technologies across the bank, perform statistical analysis techniques on subject data, and deliver reports and alerts through BI and email to subject matter experts for potential remediation. **Responsibilities:** + Supports the extraction of data using a variety of a programming languages, such as SQL, SAS, Python, or Spark/Scala, and applies knowledge of relational and non-relational database systems housed on both on-premise and off-premise (hybrid) platforms + Connects provisioned data across multiple sources and performs necessary transformations utilizing both technical, business, and process knowledge to transform data into meaningful values and insights + Performs quantitative techniques and analysis on customer, transaction, and performance data with the guidance from other analysts and supervisors, based on questions provided by business partners, and provides actionable insights for business partners to make informed decisions. + Follows requirements developed by other analysts and supervisors to perform required research, analytics, and exploration on appropriate and accurate data sources to provide appropriate deliverables + Communicates complex subjects in a simple and engaging manner to non-technical and technical business partners using software such as Power Point, Word, Excel, and Tableau + Assists with conducting quality comparison checks on analysis output and escalates data inconsistencies, gaps, or issues to leadership + Follows quality workflow process and documentation requirements to adhere to standards and provide business continuity **Required Qualifications:** - Must have 4+ years of Tableau report development - Must have 4+ years of SQL coding/reporting - Excellent analytical and verbal/written communication skills - Strong presentational skills and ability to communicate complex ideas and theories - Ability to multi-task, prioritize and manage time to strict deadlines (i.e. can demonstrate effective time and workflow management skills) - Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects. - Strong attention to detail, problem solving, strategic thinking, and analytical skills. **Desired Qualifications:** - Deep understanding on automation; Autosys, Alteryx, etc. - Strong problem solving, conceptual thinking, attention to detail, and sense of urgency. - Ability to manage through ambiguity and agile to process change. - Self-starting, organized, proactive, and requiring minimal management oversight. - Time management, analytical and organizational skills. - Working knowledge of software version control systems such as BIT/GIT Bucket **Skills:** + Business Analytics + Data Mining + Data and Trend Analysis + Analytical Thinking + Business Intelligence + Data Quality Management + Data Visualization + Application Development + Business Acumen + Continuous Improvement + Innovative Thinking + Quality Assurance **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $77k-114k yearly est. 60d+ ago
  • Quantitative Research Analyst

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    Title: Quantitative Research Associate Duration: 18 months Work Engagement: W2 Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits In this contingent resource assignment, you may: Participate in low to moderately complex initiatives and identify opportunity for process improvements within Business Execution. Review and analyze basic or tactical Business Execution assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables. Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements. Provide information to client personnel in Business Execution. Responsibilities: * Leverage mathematical and statistical methods to analyze data, develop models and inform Quantitative team * Reviewing processes and researching what data needs to be pulled in and how trade is booked and valued Qualifications: * Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship. * 2+ years of Business Execution, Implementation, or Strategic Planning experience * Master's in Mathematics or Quantitative Research * Investment Banking * Python * GitHub
    $37k-61k yearly est. 60d+ ago
  • Operations Analyst - Sanctions Screening Center of Excellence

    Bank of America 4.7company rating

    Charlotte, NC jobs

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing. Line of Business Specific Description: About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions. Responsibilities: Investigate Office of Foreign Assets Control (OFAC) alerts for both domestic and international consumer, commercial and wholesale bank businesses or services functions Reviewing and processing OFAC transactions to meet compliance requirements Performs item processing functions under moderate supervision within a process that has built-in checks and balances. Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients. Basic level reporting Assists with coordination of implementation for products, services, and operational solutions Supports the design, documentation, implementation, and monitoring of new products and services Provides guidance regarding procedural, technical, and operational changes Expands business products knowledge within operations environment Builds network by developing relationships with partners and teammates Inspects data to identify issues and trends Collects and interprets data to validate operational processes Required Qualifications: Minimum of 1 year experience in finance and/or compliance. Must have experience working in a highly regulated production environment. Ability to remain focused in a repetitive environment. Ability to navigate through multiple systems while maintaining data integrity Analytical and detail oriented; ability to make accurate and timely decisions Good oral and written communications skills PC proficiency and excellent keyboarding/typing skills/data entry Ability to work independently, as well as, within a team Overtime as required Schedule is Tuesday - Saturday Desired Qualifications: Previous Economic Sanctions, AML, Wire Transaction and/or previous Compliance experience highly desired. College degree or equivalent work experience desired Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions. Excels in working among diverse viewpoints to determine the best path forward. Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner Commitment to challenging the status quo and promoting positive change. Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base. Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world. Skills: Attention to Detail Customer and Client Focus Monitoring, Surveillance, and Testing Process Performance Management Research Adaptability Business Analytics Critical Thinking Reporting Written Communications Data Management Policies, Procedures, and Guidelines Management Process Design Process Effectiveness Strategic Thinking Shift: 1st shift (United States of America) Hours Per Week: 40
    $53k-86k yearly est. Auto-Apply 8d ago
  • Operations Analyst - Sanctions Screening Center of Excellence

    Bank of America 4.7company rating

    Charlotte, NC jobs

    Charlotte, North Carolina;Richmond, Virginia; Scranton, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing. **Line of Business Specific Description:** About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions. **Responsibilities:** + Investigate Office of Foreign Assets Control (OFAC) alerts for both domestic and international consumer, commercial and wholesale bank businesses or services functions + Reviewing and processing OFAC transactions to meet compliance requirements + Performs item processing functions under moderate supervision within a process that has built-in checks and balances. + Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers/clients. + Basic level reporting + Assists with coordination of implementation for products, services, and operational solutions + Supports the design, documentation, implementation, and monitoring of new products and services + Provides guidance regarding procedural, technical, and operational changes + Expands business products knowledge within operations environment + Builds network by developing relationships with partners and teammates + Inspects data to identify issues and trends + Collects and interprets data to validate operational processes **Required Qualifications:** + Minimum of 1 year experience in finance and/or compliance. + Must have experience working in a highly regulated production environment. + Ability to remain focused in a repetitive environment. + Ability to navigate through multiple systems while maintaining data integrity + Analytical and detail oriented; ability to make accurate and timely decisions + Good oral and written communications skills + PC proficiency and excellent keyboarding/typing skills/data entry + Ability to work independently, as well as, within a team + Overtime as required + Schedule is Tuesday - Saturday **Desired Qualifications** : + Previous Economic Sanctions, AML, Wire Transaction and/or previous Compliance experience highly desired. + College degree or equivalent work experience desired + Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions. + Excels in working among diverse viewpoints to determine the best path forward. + Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner + Commitment to challenging the status quo and promoting positive change. + Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base. + Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world. **Skills:** + Attention to Detail + Customer and Client Focus + Monitoring, Surveillance, and Testing + Process Performance Management + Research + Adaptability + Business Analytics + Critical Thinking + Reporting + Written Communications + Data Management + Policies, Procedures, and Guidelines Management + Process Design + Process Effectiveness + Strategic Thinking **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $53k-86k yearly est. 10d ago
  • Transaction Management Ops Analyst

    Bank of America 4.7company rating

    Charlotte, NC jobs

    Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. **LOB Description:** The department is responsible for providing services essential for completing the trade life cycle and servicing client/front office needs. The members of this team are required to ensure timely and accurate research and resolution of equity trade breaks as well as managing trade flows from front end to back end systems. They also work closely with the firm's internal and external clients throughout the organization, including front office, operational staff, Technology, Compliance, Legal, project managers, and various business units. Excellent communication and client service skills are a must as the associate will interact with traders, sales, clients and client service representatives throughout most of the day. **Responsibilities:** + Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures + Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service + Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions + Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units **Required Qualifications:** + Ability to multi-task and operate under high pressured situations. + Strong PC and Microsoft skills (Excel, Word, Access, etc.). + Excellent communication skills both verbal and written. + Interpersonal skills must be very strong and team player . + Must have a keen ability to efficiently manage time and priorities. + Must be able to bring proactive and innovative business processing solutions to completion within deadlines and with minimal risk to the organization. + Prior Clearing (P&S) or trade support experience with Equity, Fixed Income, Options or all three. + Background / education in data science and ability to interpret data for change/improvements. **Desired Qualifications:** + Prior Global Markets experience. **Skills:** + Attention to Detail + Customer and Client Focus + Oral Communications + Prioritization + Problem Solving + Account Management + Analytical Thinking + Coaching + Written Communications + Mentoring + Research + Result Orientation **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $53k-86k yearly est. 14d ago

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