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Senior Finance Analyst jobs at First Citizens Bank

- 59 jobs
  • Financial Analyst I (Hybrid)

    First Citizens Bank 4.8company rating

    Senior finance analyst 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. We are currently seeking an analytical and detail oriented Financial Analyst to join our team. This position will reside in the Investment Operations Middle Office team and will provide daily support for First Citizens Treasury and Capital Markets businesses. The successful candidate will interact across all levels of the bank within Treasury, accounting, technology, risk, and trading. Responsibilities * Data Analysis - Perform daily portfolio reconciliations of collateral balances, counterparty & custodial trading positions * Reporting - Produce reporting for regulatory and/or financial purposes as needed * Business Support - Provide support to management, associates, and other stakeholders via assisting with onboarding new clients and obtaining necessary documentation and contacts * Management of collateral processes such as Public Funds and OTC derivatives, issuing margin calls, agreeing and booking collateral movements and investigating disputes * May prepare documentation, presentations, or other materials for business purposes. * Contribute to various ongoing strategic initiatives to enhance processes, workflows, and systems * Partnering with risk & control, audit (internal & external) and other teams to respond to queries and guide them through process reviews Qualifications Bachelor's Degree and 1 years of experience in Finance or Analytics OR High School Diploma or GED and 5 years of experience in Finance or Analytics Preferred Qualifications: * General knowledge of and familiarity with financial instruments (i.e. fixed income, foreign exchange, derivatives) and trade life cycle * Confident working with all levels of seniority within the organization * Self-starter with an emphasis on organizational skills and an ability to multi-task * Knowledge of Blackrock Aladdin, Chatham, Clearwater, Murex, Osttra Tri-Margin/Tri-Resolve, Acadia and Bloomberg a plus #LI-JB1 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 ****************************************
    $69k-100k yearly est. 29d ago
  • Auditor II- Treasury/Finance

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? The auditor will work within a team and on occasion as an individual contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the following areas: Financial, operational and process audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other regulatory pronouncements. What you will do * Completes time sheets and expense reports in a timely manner. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all required training. * Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates. * Keeps informed of new services, products and events that have a significant technology and business impact. * Keeps abreast of changes in the business, regulatory, accounting and control environment in which City National operates, particularly in areas where audit responsibilities are assigned. * Assists the Senior Auditor and or Audit Manager in the development of the audit scope. * Holds preliminary discussions and interviews with auditees prior to the beginning of the field work. * Prepares narratives/flowcharts detailing internal controls of area audited. * Documents the workflow in the area audited, develops audit programs or procedures, and updates audit programs as necessary. * Performs program procedures and documents work performed, test results and conclusions using work paper preparation guidelines. * Holds discussions/interview with auditee to gather information, obtains explanations and supporting data/information and documents audit findings and the conclusions drawn. * Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit matters as they arise. * Contributes to the drafting of audit observation sheets and audit reports. * Supports and or participates in audit exit meeting with management. * Ensures written reports are properly prepared and formatted for distribution. *Must-Have** * Bachelor's Degree or equivalent * Minimum 3 years experience in performing internal control audits and risk assessments required. * Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and internal control areas required. *Skills and Knowledge* * Understanding of risks, internal controls, work paper documentation and issue identification concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions. * Ability to work independently or under the guidance and supervision of a Senior Auditor. * Strong verbal and written communication skills, to effectively present to peers and management. * Ability to exhibit leadership skills needed to convey ideas and obtain management buy-in for constructive change. * Understanding of internal auditing standards, COSO and risk assessment practices. * Understanding of the technical aspects of accounting and financial reporting. * Experience in performing multiple projects and working with varying team members. * Prior financial services industry experience is a plus. *Compensation* Starting base salary: $60,500 - $104,500 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-KTB \#CA-KTB
    $60.5k-104.5k yearly 31d ago
  • Auditor II- Treasury/Finance

    City National Bank 4.9company rating

    Jersey City, NJ jobs

    WHAT IS THE OPPORTUNITY? The auditor will work within a team and on occasion as an individual contributor on routine audit assignments testing internal controls and ensuring compliance with bank policies, procedures, and regulatory requirements. Assigned to one of the following areas: Financial, operational and process audits to assess the adequacy of the banks internal control environment. Fiduciary and private banking audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, security sales and trading, and insurance activities. Compliance with various laws, rules, regulation, and other regulatory pronouncements. What you will do * Completes time sheets and expense reports in a timely manner. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all required training. * Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates. * Keeps informed of new services, products and events that have a significant technology and business impact. * Keeps abreast of changes in the business, regulatory, accounting and control environment in which City National operates, particularly in areas where audit responsibilities are assigned. * Assists the Senior Auditor and or Audit Manager in the development of the audit scope. * Holds preliminary discussions and interviews with auditees prior to the beginning of the field work. * Prepares narratives/flowcharts detailing internal controls of area audited. * Documents the workflow in the area audited, develops audit programs or procedures, and updates audit programs as necessary. * Performs program procedures and documents work performed, test results and conclusions using work paper preparation guidelines. * Holds discussions/interview with auditee to gather information, obtains explanations and supporting data/information and documents audit findings and the conclusions drawn. * Keeps the Senior Auditor and/or Audit Manager abreast of progress, issues and audit matters as they arise. * Contributes to the drafting of audit observation sheets and audit reports. * Supports and or participates in audit exit meeting with management. * Ensures written reports are properly prepared and formatted for distribution. *Must-Have** * Bachelor's Degree or equivalent * Minimum 3 years experience in performing internal control audits and risk assessments required. * Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and internal control areas required. *Skills and Knowledge* * Understanding of risks, internal controls, work paper documentation and issue identification concepts and experience in applying them to plan, perform, and report on the evaluation of various business processes/areas/functions. * Ability to work independently or under the guidance and supervision of a Senior Auditor. * Strong verbal and written communication skills, to effectively present to peers and management. * Ability to exhibit leadership skills needed to convey ideas and obtain management buy-in for constructive change. * Understanding of internal auditing standards, COSO and risk assessment practices. * Understanding of the technical aspects of accounting and financial reporting. * Experience in performing multiple projects and working with varying team members. * Prior financial services industry experience is a plus. *Compensation* Starting base salary: $60,500 - $104,500 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-KTB \#CA-KTB
    $60.5k-104.5k yearly 31d ago
  • Financial Analyst III

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? Works with Manager of Budgeting and Analysis to perform annual budgeting monthly financial performance analysis, quarterly financial forecasting, cost/profitability studies, acquisition analysis and special projects; assists in providing financial analysis and planning support to the line and staff organizations. WHAT WILL YOU DO? * Responsible for the Budgeting/Forecasting Model's system maintenance and enhancement. * Works with the Manager and/or other analysts to maintain, enhance and produce the Funds Transfer Pricing (FTP) and Monthly Operating Performance Reporting. * Works with the Manager and/or other analysts to conduct financial analysis and problem solving in the performance reporting and transfer pricing. * Works with the Manager and/or other analysts to coordinate, consolidate and analyze the annual budget and quarterly forecast. * Provides financial analysis and planning support to the line/staff groups. Assists in performing acquisition analysis. Works with the Manager on special projects as needed. * Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum of 3 - 5 years of financial analysis experience required. * Minimum of 3 years advanced Excel experience including minimum of 1 year complex formula/function development, writing macros in VBA, and utilizing PivotTables and other methods to manipulate large datasets. * Minimum of 2 years of experience working in Microsoft Office *Additional Qualifications* * Experience with MS Access, ODBC, Report Writers, GL Systems, Query Tools (Brio, Business Objects, etc.), Data Manipulation/Compilation. VBA experience a plus. * Ability to accurately, thoroughly and efficiently handle/analyze a high data volume; organize analyzed data into simple, complete and concise presentation formats; envision the global issue, separate symptoms from causes, research thoroughly; weigh costs/benefits and derive sound conclusions. * Ability to perform financial and economic analyses at a macro and micro level and effectively explain cause and effect * Ability to analyze large amounts of data from disparate sources and formulate a supportable conclusion * Ability to prioritize tasks and handle multiple projects at the same time, working under tight deadlines. * Effective verbal/written communication skills to interact with all levels of Bank personnel and strong analytical skills required. * Applies advanced skills to the position. * Adapts procedures, processes and techniques to accomplish the requirements of the position. * Duties and tasks reflect substantial variety and complexity. * May serve as a resource to others in the resolution of complex problems and issues. * Must be able to think through complex problems and develop solutions * Relies on experience and judgment to plan and accomplish assigned tasks and goals. * Must be able to work independently and in teams. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $60,000 - $104,500 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-MA \#CA-MA
    $60k-104.5k yearly 51d ago
  • Senior Retail Investment Research Analyst

    Wells Fargo Bank 4.6company rating

    Charlotte, NC jobs

    About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Conduct equity manager research Manage a category of mutual funds or client accounts Make buy, sell, and hold recommendations Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) Asset class research coverage (equities), which includes maintaining a high-conviction list of products Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. Conducting onsite due diligence pursuant to GMR's evaluation criteria Work under direction of experienced analysts Required Qualifications: 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience with mutual funds, separately managed accounts and exchange traded products 4+ years of advanced financial analytical experience with high attention to detail and accuracy 4+ years of overall investment experience Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments Experience in money manager research including writing investment research reports or commentary Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint Excellent verbal, written, and interpersonal communication skills Chartered Financial Analyst (CFA) designation A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: Ability to travel up to 10% of the time This position is not eligible for Visa sponsorship Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: 2801 Market Street - Saint Louis, MO 63103 550 S. Tryon Street - Charlotte, NC 28202 Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 Dec 2025 *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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $64k-89k yearly est. 14d ago
  • Senior Retail Investment Research Analyst

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    **About this role:** Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* . **In this role, you will:** + Conduct equity manager research + Manage a category of mutual funds or client accounts + Make buy, sell, and hold recommendations + Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) + Asset class research coverage (equities), which includes maintaining a high-conviction list of products + Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage + Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. + Conducting onsite due diligence pursuant to GMR's evaluation criteria + Work under direction of experienced analysts **Required Qualifications:** + 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience with mutual funds, separately managed accounts and exchange traded products + 4+ years of advanced financial analytical experience with high attention to detail and accuracy + 4+ years of overall investment experience + Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments + Experience in money manager research including writing investment research reports or commentary + Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint + Excellent verbal, written, and interpersonal communication skills + Chartered Financial Analyst (CFA) designation + A BS/BA degree or higher in business, finance, economics, accounting or engineering **Job Expectations:** + Ability to travel up to 10% of the time + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Posting Locations:** + 2801 Market Street - Saint Louis, MO 63103 + 550 S. Tryon Street - Charlotte, NC 28202 + Required location listed above. Relocation assistance is not available for this position. **Posting End Date:** 31 Dec 2025 **_*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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **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-506945
    $64k-89k yearly est. 14d ago
  • Senior Retail Investment Research Analyst

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Conduct equity manager research * Manage a category of mutual funds or client accounts * Make buy, sell, and hold recommendations * Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) * Asset class research coverage (equities), which includes maintaining a high-conviction list of products * Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage * Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. * Conducting onsite due diligence pursuant to GMR's evaluation criteria * Work under direction of experienced analysts Required Qualifications: * 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience with mutual funds, separately managed accounts and exchange traded products * 4+ years of advanced financial analytical experience with high attention to detail and accuracy * 4+ years of overall investment experience * Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments * Experience in money manager research including writing investment research reports or commentary * Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint * Excellent verbal, written, and interpersonal communication skills * Chartered Financial Analyst (CFA) designation * A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: * Ability to travel up to 10% of the time * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: * 2801 Market Street - Saint Louis, MO 63103 * 550 S. Tryon Street - Charlotte, NC 28202 * Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 Dec 2025 * 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $64k-89k yearly est. 13d ago
  • Sr Quantitative Finance Analyst

    Bank of America 4.7company rating

    Charlotte, NC jobs

    Charlotte, North Carolina, United States **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 conducting quantitative analytics and complex modeling projects for specific business units or risk types. Key responsibilities include leading the implementation and 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:** + Turn modeler code into a highly scalable big-data production application + Identify 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 + Lead and provide 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 + Work closely with model stakeholders and senior management with regard to communication of submission and validation outcomes + Perform analysis on large datasets and interpret results using both qualitative and quantitative approaches **Minimum Education Requirement:** Master's degree in related field or equivalent work experience **Required Skills and Experience:** Successful candidates will have a minimum 10 years relevant experience and will possess the following skills: + Advanced big data software development skills in both python and spark + Deep expertise in Loss and Risk Forecasting Automation: odds calculations, cash flow calculations, model monitoring, back testing, reporting, etc. + Sees the broader picture and can identify new methods for doing things + Experience with Linux operating system and command line tools + Familiar with software design principles: separation of concerns, single responsibility, DRY, etc. + Understanding of algorithms and data structures + Experience with version control systems, i.e., Git + Knowledge of SQL + Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences + Strong team player able to seamlessly transition between contributing individually and collaborating on team projects; Understands that individual actions may require input from manager or peers; Knows when to include others + Experience implementing models into various production environments + Demonstrated leadership skills; Ability to exert broad influence among peers + Strategic thinker that can understand complex business challenges and potential solutions + Ability to work in a large, complex organization, and influence various stakeholders and partners + Ability to work in a highly controlled and audited environment **Desired Skills and Experience:** The ideal candidate will possess the following skills and experience: + GRA Core Platform (GCP) experience + Familiar with systems architecture concepts: service based, layered, microservices, scalability patterns + Experience with engineering complex, multifaceted processes that span across teams; Able to document process steps, inputs, outputs, requirements, identify gaps and improve workflow + Experience creating, optimizing, and debugging software solutions deployed into distributed computing environments (experience with Spark is a plus) + Familiar with use of vectorization and data locality concepts to optimize software efficiency + Experience with high performance Python libraries, i.e., Numpy, Numba, Cython + Experience with LaTeX + Familiarity with SDLC tools: unit testing libraries, Jira, Jenkins + Consumer Financial Product Industry experience **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 **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.
    $79k-126k yearly est. 35d ago
  • Sr Quantitative Finance Analyst

    Bank of America 4.7company rating

    Charlotte, NC jobs

    Plano, Texas;, ; Chicago, Illinois; Atlanta, Georgia **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 a diverse and 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 **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 **Minimum Education Requirement:** Master's degree in related field or equivalent work experience **Job Description Summary** The role within the Model and Testing Standards Oversight (MTSO) team will support the development and oversight of processes, standards, and controls across the model lifecycle in which Global Risk Analytics (GRA) / Enterprise Independent Testing (EIT) models are executed. The team collaborates with different GRA model development groups to evolve best practices and with Model Risk Management to adapt to changes in Enterprise and Regulatory requirements and expectations. **Responsibilities** - Development and oversight of model management processes and standards, including model development, performance monitoring, implementation, and usage. - Perform critical analysis and assess feedback from model development groups on processes, controls, and metrics design/optimization across model lifecycle. - Assess impact from changes to Enterprise and Regulatory requirements, lead implementation of changes to processes and provide ad-hoc consultancy and resolution of process enquiries. - Support the development of corresponding workflow infrastructure / technology for model related processes. - Project manage change initiatives, defining discrete actions, timelines, and tracking to completion. - Enhancing ongoing monitoring and related risk management capabilities. - Support model-related regulatory engagements and the compilation of regulatory materials. - Participate in Quality Control routines across model lifecycle, analyze results and provide feedback, formulate actions and identify process improvements. - Provide support on an ad-hoc basis to other non-model related horizontal MTSO team initiatives. **Required Skills and Experience** - Minimum 4 years' experience in the financial services industry. - Strong knowledge / experience in model risk management practices / related regulatory requirements. - Degree in a relevant quantitative discipline. - Good analytical and quantitative capabilities. - Highly organized and able to execute multiple priorities. - Strong oral and written communication skills. - Ability to develop strong working relationships with teammates as well as senior management. **Overview of Global Risk Analytics and Enterprise Independent Testing** Global Risk Analytics (GRA) is a sub-line of business within Global Risk Management (GRM). GRA is responsible for developing a consistent and coherent set of models and analytical tools for effective Risk and Capital measurement, management and reporting across Bank of America. In addition to model development, GRA conducts model implementation, data management, model execution and analysis, forecast administration, and model performance monitoring. The team drives innovation, process improvement and automation across all of these activities. Enterprise Independent Testing (EIT) is the centralized, independent testing function within GRM focused on operating as an enterprise utility to test processes and controls that require testing across the company. EIT's testing provides business leaders visibility of their process and control effectiveness, which enables early risk detection and the mitigation of operational risk. As a center of excellence, EIT conducts independent testing throughout the year globally, providing ongoing feedback to monitor and improve processes. EIT tests processes and controls on behalf of the Second Line of Defense, Front Line Units (FLUs) and Control Functions (CFs), enabling more efficient and effective testing. **Overview of Model and Testing Standards and Oversight** The Model and Testing Standards and Oversight (MTSO) team provides standards and oversight for Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT) that ensure GRA and EIT operate effectively and efficiently, and output is delivered to a high standard and within a robust governance framework. Bank of America. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **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.
    $79k-126k yearly est. 10d ago
  • Sr Quantitative Finance Analyst

    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 conducting quantitative analytics and complex modeling projects for specific business units or risk types. Key responsibilities include leading the implementation and 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: * Turn modeler code into a highly scalable big-data production application * Identify 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 * Lead and provide 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 * Work closely with model stakeholders and senior management with regard to communication of submission and validation outcomes * Perform analysis on large datasets and interpret results using both qualitative and quantitative approaches Minimum Education Requirement: Master's degree in related field or equivalent work experience Required Skills and Experience: Successful candidates will have a minimum 10 years relevant experience and will possess the following skills: * Advanced big data software development skills in both python and spark * Deep expertise in Loss and Risk Forecasting Automation: odds calculations, cash flow calculations, model monitoring, back testing, reporting, etc. * Sees the broader picture and can identify new methods for doing things * Experience with Linux operating system and command line tools * Familiar with software design principles: separation of concerns, single responsibility, DRY, etc. * Understanding of algorithms and data structures * Experience with version control systems, i.e., Git * Knowledge of SQL * Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences * Strong team player able to seamlessly transition between contributing individually and collaborating on team projects; Understands that individual actions may require input from manager or peers; Knows when to include others * Experience implementing models into various production environments * Demonstrated leadership skills; Ability to exert broad influence among peers * Strategic thinker that can understand complex business challenges and potential solutions * Ability to work in a large, complex organization, and influence various stakeholders and partners * Ability to work in a highly controlled and audited environment Desired Skills and Experience: The ideal candidate will possess the following skills and experience: * GRA Core Platform (GCP) experience * Familiar with systems architecture concepts: service based, layered, microservices, scalability patterns * Experience with engineering complex, multifaceted processes that span across teams; Able to document process steps, inputs, outputs, requirements, identify gaps and improve workflow * Experience creating, optimizing, and debugging software solutions deployed into distributed computing environments (experience with Spark is a plus) * Familiar with use of vectorization and data locality concepts to optimize software efficiency * Experience with high performance Python libraries, i.e., Numpy, Numba, Cython * Experience with LaTeX * Familiarity with SDLC tools: unit testing libraries, Jira, Jenkins * Consumer Financial Product Industry experience 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 Shift: 1st shift (United States of America) Hours Per Week: 40
    $79k-126k yearly est. 10d ago
  • Quantitative Finance Analyst

    Bank of America 4.7company rating

    Charlotte, NC jobs

    Charlotte, North Carolina, United States;Atlanta, Georgia **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 conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. **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 + Supports 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 + Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite + Supports the 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 **Overview of Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT)** Bank of America Merrill Lynch has an opportunity for a Quantitative Financial Analyst within our Global Risk Analytics (GRA) function. 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. **Overview of Consumer Model Development** The Consumer Model Development & Operations (CMDO) team is part of Global Risk Analytics. It provides quantitative solutions to enable effective risk and capital management across the Retail and Global Wealth & Investments Management (GWIM) lines of business. The team places strong emphasis on delivering world class quantitative solutions for Front Line Unit (FLU) model owners and stakeholders through a disciplined and iterative development process. The team has responsibilities across a number of areas: + Quantitative Modeling - Develop and maintain risk and capital Models and Model Systems across Retail and GWIM product lines. Models and Model Systems provide insight into many risk areas, including loan default, exposure at default (EAD), loss given default (LGD), delinquency, prepayment, balances, pricing, risk appetite, revenues and cash flows. + Quantitative Solutions Engineering - Architect, implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Outputs include GRA libraries that perform consumer risk model calculations, analytical tools, processes and documentation. Partner in defining, adopting, and executing GRA's technical strategy. + Risk and Capital Management Capabilities - Build best in class quantitative solutions that enable the Retail and GWIM lines of business to effectively manage risk and capital, through the application of the disciplined BAU development process that includes extensive interaction with the FLU model owners and stakeholders throughout the quantitative lifecycle. + Infrastructure - Partner in driving forward the infrastructure to support the goals of GRA through code efficiencies, and expansion of quantitative capabilities to better leverage infrastructure and computational resources. + Documentation - Deliver concise, quantitative documentation to inform stakeholders, meet policy requirements, and enable successful engagement in regulatory exams (e.g., CCAR, CECL) via automated, modularized, and standardized documentation and presentations. The Quantitative Finance Analyst will interact with a wide variety of stakeholders including risk managers, model developers, operations, technology, finance, and capital. The main responsibilities will involve: + Software development: implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Development takes place almost entirely in Python, with some C++ for high performance components. + Maintain code quality through best practices, unit testing and code quality automation. + Understand the whole product, its modules, and the interrelationship between them, while being an expert in the assigned component or module. + Possess advanced domain knowledge and show great customer focus. Leverage skills in methodologies and build, release, and deployment processes. + Partner in defining, adopting, and executing GRA's technical strategy. + Identify and apply new software development techniques to support enhanced granularity of risk management capabilities. Employ elevated intellectual curiosity and an acute sense of innovation. + Elevated intellectual curiosity with acute sense of innovation to identify and apply new statistical and econometric techniques to support enhanced granularity of risk management capabilities + Articulating the overall holistic picture of model performance, with clear conclusions regarding accuracy and remediation areas as required **Minimum Education Requirement:** Master's degree in related field or equivalent work experience **Required Qualifications:** Successful candidates will have a minimum 5 years relevant experience and will possess the following skills: + Strong Python software development skills + Familiar with software design principles: separation of concerns, single responsibility, DRY, etc. + Understanding of algorithms and data structures + Experience with Linux operating system and command line tools + Experience with version control systems, i.e., Git + Knowledge of SQL + Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences + Strong team player able to seamlessly transition between contributing individually and collaborating on team projects; Understands that individual actions may require input from manager or peers; Knows when to include others + Experience implementing models into various production environments + Demonstrated leadership skills; Ability to exert broad influence among peers + Strategic thinker that can understand complex business challenges and potential solutions + Sees the broader picture and is able to identify new methods for doing things + Ability to work in a large, complex organization, and influence various stakeholders and partners + Ability to work in a highly controlled and audited environment + Exceptional programming skills in high performance python + Exceptional Terabyte-scale Spark programming and optimization **Desired Qualifications:** The ideal candidate will possess the following skills and experience: + GRA Core Platform (GCP) experience + Familiar with systems architecture concepts: service based, layered, microservices, scalability patterns + Experience with engineering complex, multifaceted processes that span across teams; Able to document process steps, inputs, outputs, requirements, identify gaps and improve workflow + Experience creating, optimizing, and debugging software solutions deployed into distributed computing environments (experience with Spark is a plus) + Familiar with use of vectorization and data locality concepts to optimize software efficiency + Experience with high performance Python libraries, i.e., Numpy, Numba, Cython + Experience with LaTeX + Familiarity with SDLC tools: unit testing libraries, Jira, Jenkins + Consumer Financial Product Industry experience **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 **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.
    $80k-125k yearly est. 37d ago
  • CFO Quantitative Finance Analyst - Non-Registered (Infrastructure)

    Bank of America 4.7company rating

    Charlotte, NC jobs

    Atlanta, Georgia;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 conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. The Senior Technology Infrastructure Systems Administrator must be a self-starter with strong Linux & Netapp Storage skills who is comfortable working hands-on with with critical trading systems. This position will work with a team responsible for architecting, building & maintaining a heterogeneous technology platform, including, but not limited to, Linux compute clusters & NetaApp filers. **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 + Supports 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 + Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite + Supports the 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 **Required Qualifications:** + Minimum of 5 years' _strong experience_ with RedHat Linux + Experience with Netapp NAS storage + Scripting and automation experience + Ability to work well in a cooperative, time-sensitive, market-driven environment + Ability to manage multiple priorities with minimal supervision + Analytical skills, critical thinking and strong desire to learn **Desired Qualifications:** + Bachelor's or Master's degree (preferably in Information Technology, Computer Science) + Working knowledge of general bank policies, programs, and procedures + Big Data, Data Management & Data Analytic experience: SAS, Hadoop, Vertica, Spark, Oracle DB, SQL DB **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 **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.
    $80k-125k yearly est. 36d ago
  • Quantitative Financial Analyst

    Bank of America 4.7company rating

    Charlotte, NC jobs

    New York, New York;Atlanta, Georgia; Newark, Delaware; Charlotte, North Carolina; Dallas, Texas; Pennington, New Jersey; Wilmington, Delaware **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 conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment. **Responsibilities:** + Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. + Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing. + Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing. + Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings. + Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions. + Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes. **Required Qualifications:** + Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science + 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models + Familiar with regulations and regulatory guidance on model risk management **Desired Qualifications:** + Master's degree or above + Prior auditing background preferred **Skills:** + Critical Thinking + QuantitativeDevelopment/Validation + Risk Analytics + Risk Modeling + Technical Documentation + Collaboration + Problem Solving + Risk Management + Data Modeling and Trend Analysis + Written Communications **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.
    $80k-125k yearly est. 60d+ ago
  • CFO Quantitative Finance Analyst - Non-Registered (Infrastructure)

    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 conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. The Senior Technology Infrastructure Systems Administrator must be a self-starter with strong Linux & Netapp Storage skills who is comfortable working hands-on with with critical trading systems. This position will work with a team responsible for architecting, building & maintaining a heterogeneous technology platform, including, but not limited to, Linux compute clusters & NetaApp filers. 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 * Supports 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 * Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite * Supports the 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 Required Qualifications: * Minimum of 5 years' strong experience with RedHat Linux * Experience with Netapp NAS storage * Scripting and automation experience * Ability to work well in a cooperative, time-sensitive, market-driven environment * Ability to manage multiple priorities with minimal supervision * Analytical skills, critical thinking and strong desire to learn Desired Qualifications: * Bachelor's or Master's degree (preferably in Information Technology, Computer Science) * Working knowledge of general bank policies, programs, and procedures * Big Data, Data Management & Data Analytic experience: SAS, Hadoop, Vertica, Spark, Oracle DB, SQL DB 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 Shift: 1st shift (United States of America) Hours Per Week: 40
    $80k-125k yearly est. 36d ago
  • Quantitative Finance Analyst

    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 conducting quantitative analytics and modeling projects for specific business units or risk types. Key responsibilities include developing new models, analytic processes, or systems approaches, creating technical documentation for related activities, and working with Technology staff in the design of systems to run models developed. Job expectations include having a broad knowledge of financial markets and products. 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 * Supports 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 * Supports model development and model risk management in respective focus areas to support business requirements and the enterprise's risk appetite * Supports the 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 Overview of Global Risk Analytics (GRA) and Enterprise Independent Testing (EIT) Bank of America Merrill Lynch has an opportunity for a Quantitative Financial Analyst within our Global Risk Analytics (GRA) function. 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. Overview of Consumer Model Development The Consumer Model Development & Operations (CMDO) team is part of Global Risk Analytics. It provides quantitative solutions to enable effective risk and capital management across the Retail and Global Wealth & Investments Management (GWIM) lines of business. The team places strong emphasis on delivering world class quantitative solutions for Front Line Unit (FLU) model owners and stakeholders through a disciplined and iterative development process. The team has responsibilities across a number of areas: * Quantitative Modeling - Develop and maintain risk and capital Models and Model Systems across Retail and GWIM product lines. Models and Model Systems provide insight into many risk areas, including loan default, exposure at default (EAD), loss given default (LGD), delinquency, prepayment, balances, pricing, risk appetite, revenues and cash flows. * Quantitative Solutions Engineering - Architect, implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Outputs include GRA libraries that perform consumer risk model calculations, analytical tools, processes and documentation. Partner in defining, adopting, and executing GRA's technical strategy. * Risk and Capital Management Capabilities - Build best in class quantitative solutions that enable the Retail and GWIM lines of business to effectively manage risk and capital, through the application of the disciplined BAU development process that includes extensive interaction with the FLU model owners and stakeholders throughout the quantitative lifecycle. * Infrastructure - Partner in driving forward the infrastructure to support the goals of GRA through code efficiencies, and expansion of quantitative capabilities to better leverage infrastructure and computational resources. * Documentation - Deliver concise, quantitative documentation to inform stakeholders, meet policy requirements, and enable successful engagement in regulatory exams (e.g., CCAR, CECL) via automated, modularized, and standardized documentation and presentations. The Quantitative Finance Analyst will interact with a wide variety of stakeholders including risk managers, model developers, operations, technology, finance, and capital. The main responsibilities will involve: * Software development: implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Development takes place almost entirely in Python, with some C++ for high performance components. * Maintain code quality through best practices, unit testing and code quality automation. * Understand the whole product, its modules, and the interrelationship between them, while being an expert in the assigned component or module. * Possess advanced domain knowledge and show great customer focus. Leverage skills in methodologies and build, release, and deployment processes. * Partner in defining, adopting, and executing GRA's technical strategy. * Identify and apply new software development techniques to support enhanced granularity of risk management capabilities. Employ elevated intellectual curiosity and an acute sense of innovation. * Elevated intellectual curiosity with acute sense of innovation to identify and apply new statistical and econometric techniques to support enhanced granularity of risk management capabilities * Articulating the overall holistic picture of model performance, with clear conclusions regarding accuracy and remediation areas as required Minimum Education Requirement: Master's degree in related field or equivalent work experience Required Qualifications: Successful candidates will have a minimum 5 years relevant experience and will possess the following skills: * Strong Python software development skills * Familiar with software design principles: separation of concerns, single responsibility, DRY, etc. * Understanding of algorithms and data structures * Experience with Linux operating system and command line tools * Experience with version control systems, i.e., Git * Knowledge of SQL * Strong communication skills and ability to effectively communicate quantitative topics to technical and non-technical audiences * Strong team player able to seamlessly transition between contributing individually and collaborating on team projects; Understands that individual actions may require input from manager or peers; Knows when to include others * Experience implementing models into various production environments * Demonstrated leadership skills; Ability to exert broad influence among peers * Strategic thinker that can understand complex business challenges and potential solutions * Sees the broader picture and is able to identify new methods for doing things * Ability to work in a large, complex organization, and influence various stakeholders and partners * Ability to work in a highly controlled and audited environment * Exceptional programming skills in high performance python * Exceptional Terabyte-scale Spark programming and optimization Desired Qualifications: The ideal candidate will possess the following skills and experience: * GRA Core Platform (GCP) experience * Familiar with systems architecture concepts: service based, layered, microservices, scalability patterns * Experience with engineering complex, multifaceted processes that span across teams; Able to document process steps, inputs, outputs, requirements, identify gaps and improve workflow * Experience creating, optimizing, and debugging software solutions deployed into distributed computing environments (experience with Spark is a plus) * Familiar with use of vectorization and data locality concepts to optimize software efficiency * Experience with high performance Python libraries, i.e., Numpy, Numba, Cython * Experience with LaTeX * Familiarity with SDLC tools: unit testing libraries, Jira, Jenkins * Consumer Financial Product Industry experience 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 Shift: 1st shift (United States of America) Hours Per Week: 40
    $80k-125k yearly est. 38d ago
  • Quantitative Financial Analyst

    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 conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment. Responsibilities: * Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. * Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing. * Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing. * Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings. * Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions. * Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes. Required Qualifications: * Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science * 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models * Familiar with regulations and regulatory guidance on model risk management Desired Qualifications: * Master's degree or above * Prior auditing background preferred Skills: * Critical Thinking * Quantitative Development/Validation * Risk Analytics * Risk Modeling * Technical Documentation * Collaboration * Problem Solving * Risk Management * Data Modeling and Trend Analysis * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $80k-125k yearly est. 60d+ ago
  • Lead Finance Product Controller Capital Markets

    Wells Fargo Bank 4.6company rating

    Charlotte, NC jobs

    About this role: Wells Fargo is seeking a Finance Product Controller (Lead Finance Analyst) supporting the Markets Division. This role is responsible for Product Control supporting Rates, FX, Commodities & CVA. In this role you will: Review the daily Profit & Loss (P&L) - Comprehensive P&L, Buy/Hold (i.e. ‘Clean') P&L, Volcker P&L, Front Office risk-based P&L attribution and provide challenge and analysis Review and approve P&L adjustments across all P&L types - Comprehensive, Clean, Volcker Analyze Volcker metrics to ensure accurate reporting and compliance with the rule Provide high quality commentary on P&L and balance sheet drivers to senior leaders Review large transactions to ensure they are booked and accounted for correctly, and that pricing is reasonable against market standard Provide challenge and subject matter expertise from a Finance standpoint in the New Products approval process Help to research and resolve P&L issues arising from incorrect trade bookings, system errors, and valuation discrepancies Oversee the month-end close process for P&L, including general ledger reconciliations, and substantiation of balance sheet at a detailed level Partner with India Product Control team on all aspects of the Product Control function Ensure compliance with internal guidelines (e.g. COSO controls), and internal and external audit recommendations Develop and improve upon internal controls through critical evaluation of current environment, with the goal of implementing consistent, industry best practices across the enterprise This role will require close partnership with various groups, including Front Office, Middle Office, Compliance, Front Line Control Officers, Independent Price Validation, Market and Credit Risk, and Group Controllers Required Qualifications: 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience working with Capital Markets products (Fixed Income Securities, Derivatives, FX, XVA) Advanced understanding of supporting month end close, Profit & Loss (P&L) and GL reconciliation Advanced written and verbal communication skills Ability to partner with stakeholders and act as a trusted advisor Familiarity with Wells Fargo Securities systems a plus (e.g Calypso, Broadridge, GMI, Opics) Knowledge of MTM, Fair Value Option, FAS133 hedge accounting a plus Advanced desktop programming skills including Access, VBA, Excel, SQL Knowledge of Wells Fargo reporting systems and internal databases (i.e. IRIS, Essbase) Job Expectations: This position offers a hybrid work schedule This position is not eligible for Visa sponsorship This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 18 Dec 2025 *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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $78k-111k yearly est. 5d ago
  • Lead Finance Product Controller Capital Markets

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    **About this role:** Wells Fargo is seeking a Finance Product Controller (Lead Finance Analyst) supporting the Markets Division. This role is responsible for Product Control supporting Rates, FX, Commodities & CVA. **In this role you will:** + Review the daily Profit & Loss (P&L) - Comprehensive P&L, Buy/Hold (i.e. 'Clean') P&L, Volcker P&L, Front Office risk-based P&L attribution and provide challenge and analysis + Review and approve P&L adjustments across all P&L types - Comprehensive, Clean, Volcker + Analyze Volcker metrics to ensure accurate reporting and compliance with the rule + Provide high quality commentary on P&L and balance sheet drivers to senior leaders + Review large transactions to ensure they are booked and accounted for correctly, and that pricing is reasonable against market standard + Provide challenge and subject matter expertise from a Finance standpoint in the New Products approval process + Help to research and resolve P&L issues arising from incorrect trade bookings, system errors, and valuation discrepancies + Oversee the month-end close process for P&L, including general ledger reconciliations, and substantiation of balance sheet at a detailed level + Partner with India Product Control team on all aspects of the Product Control function + Ensure compliance with internal guidelines (e.g. COSO controls), and internal and external audit recommendations + Develop and improve upon internal controls through critical evaluation of current environment, with the goal of implementing consistent, industry best practices across the enterprise + This role will require close partnership with various groups, including Front Office, Middle Office, Compliance, Front Line Control Officers, Independent Price Validation, Market and Credit Risk, and Group Controllers **Required Qualifications:** + 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience working with Capital Markets products (Fixed Income Securities, Derivatives, FX, XVA) + Advanced understanding of supporting month end close, Profit & Loss (P&L) and GL reconciliation + Advanced written and verbal communication skills + Ability to partner with stakeholders and act as a trusted advisor + Familiarity with Wells Fargo Securities systems a plus (e.g Calypso, Broadridge, GMI, Opics) + Knowledge of MTM, Fair Value Option, FAS133 hedge accounting a plus + Advanced desktop programming skills including Access, VBA, Excel, SQL + Knowledge of Wells Fargo reporting systems and internal databases (i.e. IRIS, Essbase) **Job Expectations:** + This position offers a hybrid work schedule + This position is not eligible for Visa sponsorship This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Posting End Date:** 18 Dec 2025 **_*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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **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-509018
    $78k-111k yearly est. 6d ago
  • Lead Finance Product Controller Capital Markets

    Wells Fargo 4.6company rating

    Charlotte, NC jobs

    About this role: Wells Fargo is seeking a Finance Product Controller (Lead Finance Analyst) supporting the Markets Division. This role is responsible for Product Control supporting Rates, FX, Commodities & CVA. In this role you will: * Review the daily Profit & Loss (P&L) - Comprehensive P&L, Buy/Hold (i.e. 'Clean') P&L, Volcker P&L, Front Office risk-based P&L attribution and provide challenge and analysis * Review and approve P&L adjustments across all P&L types - Comprehensive, Clean, Volcker * Analyze Volcker metrics to ensure accurate reporting and compliance with the rule * Provide high quality commentary on P&L and balance sheet drivers to senior leaders * Review large transactions to ensure they are booked and accounted for correctly, and that pricing is reasonable against market standard * Provide challenge and subject matter expertise from a Finance standpoint in the New Products approval process * Help to research and resolve P&L issues arising from incorrect trade bookings, system errors, and valuation discrepancies * Oversee the month-end close process for P&L, including general ledger reconciliations, and substantiation of balance sheet at a detailed level * Partner with India Product Control team on all aspects of the Product Control function * Ensure compliance with internal guidelines (e.g. COSO controls), and internal and external audit recommendations * Develop and improve upon internal controls through critical evaluation of current environment, with the goal of implementing consistent, industry best practices across the enterprise * This role will require close partnership with various groups, including Front Office, Middle Office, Compliance, Front Line Control Officers, Independent Price Validation, Market and Credit Risk, and Group Controllers Required Qualifications: * 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience working with Capital Markets products (Fixed Income Securities, Derivatives, FX, XVA) * Advanced understanding of supporting month end close, Profit & Loss (P&L) and GL reconciliation * Advanced written and verbal communication skills * Ability to partner with stakeholders and act as a trusted advisor * Familiarity with Wells Fargo Securities systems a plus (e.g Calypso, Broadridge, GMI, Opics) * Knowledge of MTM, Fair Value Option, FAS133 hedge accounting a plus * Advanced desktop programming skills including Access, VBA, Excel, SQL * Knowledge of Wells Fargo reporting systems and internal databases (i.e. IRIS, Essbase) Job Expectations: * This position offers a hybrid work schedule * This position is not eligible for Visa sponsorship This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting End Date: 18 Dec 2025 * 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.
    $78k-111k yearly est. 7d ago
  • Accounting / Financial Analyst

    First Citizens Bank 4.8company rating

    Senior finance analyst job at First Citizens Bank

    This financial analyst position will conduct financial and regulatory reporting and data analysis across the Brokerage line of business. Accounting functions and controls will be part of this role with some month-end accounting entries, invoice processing, and internal/external audit support. Additionally, the analyst will provide the manager of Wealth Finance Operations support on small and/or moderately complex issues, accounts, and projects for assigned systems, products, or business units with a strong emphasis on the identification of improvements to current procedures to achieve financial objectives across the business. Generates data analytics, financial reports, audit documentation, or other reports as needed. Maintain robust documentation for controls across the function. Peoplesoft GL and Hyperion experience preferred. Responsibilities * Data Analysis - Sources, compiles, and interprets financial data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output. Engages in data extraction, transformation, and loading to support various sub-systems. * Business Support - Provides support to management, associates, and other key groups via analysis output and financial expertise. Coordinates information and process updates across systems. May prepare documentation, presentations, or other materials for business purposes. * Reporting - Produces reports based on data analysis, company trends, and financial processes. Conveys patterns, problems, and areas of improvement. Assists with other internal reporting projects as directed. Qualifications Bachelor's Degree and 3 years of experience in Finance or Analytics OR High School Diploma or GED and 7 years of experience in Finance or Analytics License or Certification Type: SIE and Series 99 (Preferred or willingness to obtain within 6 months). Maintains current knowledge of financial subjects, accounting, and industry trends, knowledge of financial forecasting, corporate finance, and information analysis. Familiarity with applicable Business Intelligence (BI) tools such as Cognos, Tableau and/or Power BI or Peoplesoft GL and Hyperion experience preferred. 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 ****************************************
    $58k-73k yearly est. 39d ago

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