Data Consultant jobs at First Horizon Bank - 1913 jobs

A leading data solutions provider is seeking a Machine Learning Platform Engineer in Chicago. You will drive the setup of new data science environments and lead cross-functional teams in developing effective data science workflows. The ideal candidate will have a strong background in MLOps, advanced programming skills, and a Master's or PhD in a quantitative field. This hybrid position offers flexible benefits and a salary range of $112,500 to $187,500 annually. #J-18808-Ljbffr

WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? * Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. * Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. * Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures * Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate. * Support development of reporting associated with RNDIP activities to appropriate governance committees. * Track completion of required training for RNDIP programs across LOBs. * Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary. * Support audit and examination activities. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 3 years within or related to financial services *Additional Qualifications* * 3+ years in a role requiring complex problem solving * Investment product knowledge preferred * Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources * Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses * Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. * Proficiency with MS Excel and PowerPoint * Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. * An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams * Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional * Operate well under stress, even faced with tight timelines for ambitious deliverables * Excellent relationship and stakeholder management skills * Be able to handle uncertainty well, and are able to simplify complexity *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

A global investment management firm is seeking a Lead Market Data Services to drive effective market data solutions in Boston, MA. The role requires deep expertise in market data management and vendor negotiation. The ideal candidate will oversee market data programs, manage vendor relationships, and ensure compliance. With a focus on operational excellence, this position offers a salary range of $90,000 - $180,000 and supports a hybrid work environment. #J-18808-Ljbffr

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

A global consulting firm in Boston is searching for a Senior Associate specialized in Operations Consulting. This role involves helping clients optimize their operations to develop competitive advantages while encouraging a leadership culture. Ideal candidates will have a Bachelor's degree, at least 3 years of experience, and exhibit strong problem-solving and data analysis skills. This role offers a salary range of $77,000 - $202,000, along with eligibility for an annual bonus and wide-ranging benefits. #J-18808-Ljbffr

A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr

A leading financial services company in McLean, Virginia, is seeking an experienced data analyst to develop machine learning models and partner with cross-functional teams. The ideal candidate has a Bachelor's Degree in a quantitative field and at least 5 years of relevant experience, with strong proficiency in Python, SQL, and AWS. Responsibilities include leveraging technology to derive insights from data and staying current with industry advancements. This role offers a comprehensive benefits package and a supportive work environment. #J-18808-Ljbffr

A prominent financial services company located in McLean is seeking a Principal Associate, Data Scientist for the LLM Customization Team. The ideal candidate will leverage cutting-edge machine learning technologies to enhance customer interactions and financial analytics. Candidates should possess a strong background in data science, experience with NLP, machine learning, and programming in Python, SQL, and AWS. This role offers competitive salaries and benefits, driving innovation within a dynamic team environment. #J-18808-Ljbffr

A leading financial services company seeks a Data Scientist to leverage advanced analytics and machine learning techniques. The role demands a strong background in Python, AWS, and statistical modeling, requiring a bachelor's degree in a quantitative field and relevant experience in data analytics. The candidate will work cross-functionally to translate complex data into actionable insights for customers. A competitive benefits package is offered. #J-18808-Ljbffr

New York, New York;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 (************************************************************************************* **Job Description:** 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! **The Data and AI team within Global Payment Solutions (GPS) at Bank of America** is looking for a highly technical Research Engineerthat is a self-starter who can translate complex concepts and generate actionable insights. **Who we are:** The GPS Data and AI team drives and powers innovation within the one of the largest payment businesses in the world. We are the core data scientists building end-to-end production level solutions at scale. The team is a collection of individuals that welcomes challenging problems because that is where the learning begins. Many of our projects begin with "think tank" sessions with business teams that is later translated to tangible solutions and products. **Representative Projects:** + Develop advanced statistical methods to determine the optimal interest-rate or product pricing strategies for clients + Build a Generative AI-powered search platform that enables sales and product teams to access high quality answers to product, servicing, and client related questions + Develop AI models that shift foreign currency conversion "up the payment stream," reducing reliability on beneficiary banks + Apply advanced NLP techniques to generate near real-time insights into what clients are reaching out to servicing teams about, helping servicing teams anticipate client needs and improve service quality **Who we're looking for:** As aResearch Engineeron the GPS team, you will tackle one of our most import challenges: building models that transform data into revenue-driving insights and products. This role blends research, engineering, and product responsibilities, requiring you to design statistical models, build scalable ML pipelines, and deploy algorithms directly into our production systems. You will work across teams to solve problems in recommendation, stochastic optimization, and time-series forecasting; while running large A/B tests on new methods we design to push the boundaries of what data can achieve. If you are passionate about working in cross-functional teams and utilizing your skills for technical product management, statistical analytics, predictive modeling, and generating revenue, consider applying to this role. **Responsibilities:** + Frame abstract business problems using advanced data science and machine learning algorithms + Work with stakeholders throughout the organization to identify opportunities for leveraging internal and external data to drive business solutions + Own critical research and application development, strengthening the firm's competitive advantage + Shape cross-team collaboration to advance the firm's data science capabilities **Required Skills:** + Minimum Bachelor's degree in a quantitative field such as computer science, math, statistics, and physics + Minimum 3 years of experience with translating mathematical models and algorithms into code (Python and/or C++) + Strong foundation in probability, statistics, and applied machine learning (NLP, time-series analysis, Generative AI) + Prior experience working in a highly technical data driven research environment + Ability to communicate complex topics in a concise and coherent manner **Desired Skills:** + Graduate level degree in a quantitative field such as, computer science, math, statistics, and physics + Demonstrated prior experience through work, research or passion projects in RAG, Agentic Frameworks, LLMs, Reinforcement Learning + Are energized by the high stakes and intensity of dynamic environments and ready to dive in whenever + Are excited to dive into new technical areas on a regular basis **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.

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! The Data and AI team within Global Payment Solutions (GPS) at Bank of America is looking for a highly technical Research Engineer that is a self-starter who can translate complex concepts and generate actionable insights. Who we are: The GPS Data and AI team drives and powers innovation within the one of the largest payment businesses in the world. We are the core data scientists building end-to-end production level solutions at scale. The team is a collection of individuals that welcomes challenging problems because that is where the learning begins. Many of our projects begin with "think tank" sessions with business teams that is later translated to tangible solutions and products. Representative Projects: * Develop advanced statistical methods to determine the optimal interest-rate or product pricing strategies for clients * Build a Generative AI-powered search platform that enables sales and product teams to access high quality answers to product, servicing, and client related questions * Develop AI models that shift foreign currency conversion "up the payment stream," reducing reliability on beneficiary banks * Apply advanced NLP techniques to generate near real-time insights into what clients are reaching out to servicing teams about, helping servicing teams anticipate client needs and improve service quality Who we're looking for: As a Research Engineer on the GPS team, you will tackle one of our most import challenges: building models that transform data into revenue-driving insights and products. This role blends research, engineering, and product responsibilities, requiring you to design statistical models, build scalable ML pipelines, and deploy algorithms directly into our production systems. You will work across teams to solve problems in recommendation, stochastic optimization, and time-series forecasting; while running large A/B tests on new methods we design to push the boundaries of what data can achieve. If you are passionate about working in cross-functional teams and utilizing your skills for technical product management, statistical analytics, predictive modeling, and generating revenue, consider applying to this role. Responsibilities: * Frame abstract business problems using advanced data science and machine learning algorithms * Work with stakeholders throughout the organization to identify opportunities for leveraging internal and external data to drive business solutions * Own critical research and application development, strengthening the firm's competitive advantage * Shape cross-team collaboration to advance the firm's data science capabilities Required Skills: * Minimum Bachelor's degree in a quantitative field such as computer science, math, statistics, and physics * Minimum 3 years of experience with translating mathematical models and algorithms into code (Python and/or C++) * Strong foundation in probability, statistics, and applied machine learning (NLP, time-series analysis, Generative AI) * Prior experience working in a highly technical data driven research environment * Ability to communicate complex topics in a concise and coherent manner Desired Skills: * Graduate level degree in a quantitative field such as, computer science, math, statistics, and physics * Demonstrated prior experience through work, research or passion projects in RAG, Agentic Frameworks, LLMs, Reinforcement Learning * Are energized by the high stakes and intensity of dynamic environments and ready to dive in whenever * Are excited to dive into new technical areas on a regular basis Shift: 1st shift (United States of America) Hours Per Week: 40

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach. To learn more, please visit: ******************** Job Summary: The Consultant position performs all facets of consulting work, including management of clients, performance of project work, oversight of junior member contributions, fulfillment of client and organizational needs. In this role you are not placing insurance or negotiating with carriers; you are working on behalf of the client and managing their broker relations. You will be responsible for a wide spectrum of duties including, but not limited to, helping to set the direction of client work, managing client relationships, and performing service deliverables, cross‑selling existing and developing clients, and mentoring junior peers. Client types can include Lender Review, Private Equity, nursing homes, municipals, school districts and others. This is a full‑time position. We are seeking a candidate who can work a hybrid schedule from our Amherst/Buffalo or Rochester, NY offices We will consider a remote option for well‑experienced Commercial Lines candidates able to work on an EST schedule. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high‑speed internet, be present and responsive online and minimize personal interruptions during your work shift. Essential Duties and Responsibilities Consulting: Work and client mix may include Outsourced Risk Management and Lender Review clients. Engages with clients to develop and maintain strong relationships. Manages and serves as contact for key client relationships and is responsible for fulfillment of contracted services. Directs and oversees work performed by junior associates. Performs P&C analysis, including completion of insurance program reviews, remarketing strategy, claim analysis, request for proposals etc.. Develops actionable programs and projects to broaden client service offering, with detailed timelines and clearly established milestones. Networks within broader company structure (NFP) for resources and subject matter experts, where necessary. Assist with client cross‑sale & sales within Alterity P&C and Benefits. Ensure fulfillment of client deliverables with clearly defined benchmarks and annual stewardship reporting. Utilizes Alterity CRM and platforms to perform work. Participates in technical or operational committees and contributes to the development of procedures to improve risk management process and client deliverables. Knowledge, Skills and Deliverables: Have an understanding of marketplace trends and best practices to meet clients' needs. Develop relationships internally and externally for research and development. Proactively identifies opportunities for efficiencies and strategies for implementation. Ability to set actionable plans with deliverables for meeting goals. Project management, with the ability to appropriately prioritize responsibilities and deliverables. Thrive in a fast‑paced, results‑oriented environment with the ability to fulfill all aspects of consulting services on assigned accounts. Understanding and expertise across broader property and casualty markets. Strong technical and financial acumen with the ability to analyze and interpret data. Strong writing and reporting skills with the ability to correspond in a clear, concise, and persuasive manner. Critical thinker, Problem solver, service‑oriented mentality. Desire and willingness to expand insurance knowledge and designations. Ability to prioritize and self‑manage workload. Professional gravitas and strong negotiating skills. Education and/or Experience: Four-year College or University Degree preferred. Ideally 10+ years of P&C‑related experience with an insurance carrier, consultant/broker, or in a risk management position. Working with Lender Review Clients a plus. In‑depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters. Experience with EPIC preferred or other CRM required. Certificates, Licenses, Registration: Property & Casualty License required upon hire Additional designation a plus (e.g. CPCU, ARM, CRIS) What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $80,000 - $105,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives. NFP and You... Better Together! NFP and CIC Group is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr

A leading financial institution is seeking a Director in Enterprise Data Risk Management in McLean, VA. You will leverage your risk management and data expertise in providing oversight and advisory services across the enterprise. This individual contributor role involves collaborating with various stakeholders to enhance data risk identification and mitigation processes. You are expected to have at least 7 years in data governance and 5 years in risk management. The salary range for this position is $206,000 to $235,100, alongside performance-based incentives and comprehensive benefits. #J-18808-Ljbffr

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

As a National Advisor Consultant, you'll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include:P Advisor, Consultant, Producer, Asset Manager, Financial Planning, Banking, Wholesaler

A career within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the ability to bring order to unstructured problems. Use a broad range of tools and techniques to extract insights from current industry or sector trends. Review your work and that of others for quality, accuracy and relevance. Know how and when to use tools available for a given situation and can explain the reasons for this choice. Seek and embrace opportunities which give exposure to different situations, environments and perspectives. Use straightforward communication, in a structured way, when influencing and connecting with others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct. Basic Qualifications Minimum Degree Required: Bachelor Degree Minimum Year(s) of Experience: 3 year(s) Degree Preferred: Master Degree Preferred Fields of Study: Business Administration/Management/Analytics, Operations Management/Research, Finance, Engineering, Computer and Information Science Certification(s) Preferred: CFA, CFP, CIMA Preferred Knowledge/Skills: Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including the following areas: Applying proven experience in Wealth Management, and/or Asset Management business models and services; Applying knowledge of transaction lifecycles of Financial Services products; Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Manager value chain; Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations; Applying experience with data and systems interactions including IT tools and technology; Utilizing project management software / tools; Learning new technologies; Understanding of key controls within payments, middle and back-office processes; Applying knowledge of data analysis, process and business requirements; Applying knowledge of technology implementations - design through roll‑out; Being familiar with trends of global organizations; Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas: Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative; Leading project work streams, emphasizing the ability to build collaborative relationships with team members and work autonomously with little direction; Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback; Communicating effectively in written and verbal formats in various situations and to various audiences; Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence; Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members; Structuring and communicating ideas logically; Seeking opportunities to build and maintain professional relationships; Approaching new projects with an open mind; Demonstrating empathy for coworkers and clients; Learning from mistakes and asking for help when needed; Persevering through challenges; Believing in the value created by diverse teams and adapting to a variety of working styles. Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: *********************************** #J-18808-Ljbffr

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

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

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