Risk Analyst jobs at First Horizon Bank - 2906 jobs

Job Category: Mortgages Apply now Posted : December 5, 2025 Full-Time Hybrid Marlborough, MA 01752, USA Description Schedule Monday through Friday 8a-5p What You'll Do Summary/Objective: The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines. Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process. Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel. Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas. Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues. Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID. Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU. Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan. Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns. Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating. Review new products/services for potential compliance concerns; prepare risk assessments. Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures. Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems. Make recommendations for changes to procedures and documentation. Create and maintain gap analysis detail reporting. Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data. Communicate effectively with team members and Mortgage Department leadership. Identify issues and elevate as needed. Perform other job-related duties as assigned. What You'll Need Education and Experience Requirements: 5-7 years of leadership and related mortgage lending experience BA/BS Degree Knowledge of State and Federal compliance regulations Knowledge of Secondary Market guidelines Additional Eligibility Requirements: Professional Written and Verbal Communication skills What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal‑opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range $30.00 - $33.70 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

The Senior Analyst, Credit Risk will support the timely and accurate production of detailed financial analysis and prepare financial reports, findings, and recommendations to inform decision making. The ideal candidate will be experienced in financial statement analysis and evaluation methods; have excellent writing, presentation, and interpersonal skills; be able to communicate and work well with internal colleagues and external tenants at all levels; and desire to advance one's and others' knowledge through data analysis. Essential Job Duties & Responsibilities: Complete comprehensive analysis on prospective and existing tenants to identify trends, measure performance, assess financial strength, and identify potential risks Compare financial statements of tenants being evaluated with those of similar establishments in the same industries and markets Maintain financial reports that summarize the overall financial position of the tenant portfolio Track industry trends and tenant news Translate findings into clear, concise written and verbal presentations and make recommendations to the Director, Credit Risk and senior management regarding investment opportunities Assist the Director, Credit Risk in preparing applicable portfolio credit information to be included in various Board of Director and Investment/Portfolio Review Committee reporting Perform sensitivity analysis to assess how variations in modeling assumptions impact the tenant's financial performance Responsible for calculating and reporting quarterly credit metrics including tenant risk ratings, aggregate investment grade percentage, site-level rent coverage ratios, and watchlist statistics Build and maintain effective relationships with tenants and collaborate closely with internal finance, underwriting, acquisitions, and property management teams Assist the Director, Credit Risk in quarterly portfolio monitoring, including site-level reporting and analysis of agency investment grade credit ratings Continue to improve and develop tenant financial analysis tools, procedures, and reports Travel to corporate headquarters located in Victor, NY for employee events and training as necessary Executes duties and maintains standards in accordance with company policies and procedures Additional duties as required Overtime hours may be required as job duties demand Skills/Qualifications: Strong financial analysis skills with an in-depth ability to read, evaluate, and understand internal and audited financial statements and SEC filings Strong quantitative and qualitative analysis, data manipulation and due diligence skills, with the ability to apply data management skills to complex business situations Knowledge of financial ratio analysis and GAAP accounting Understanding of finance, real estate, and capital markets terms and concepts Effective verbal and written communication skills with ability to effectively present data and findings Strong attention to detail with a focus on quality and accuracy in a fast-paced environment Experienced information gathering and information monitoring skills Effective decision-making skills and an ability to perform under deadline pressure Demonstrated ability to take ownership of assigned tasks and processes, with an ability to prioritize multiple projects and a commitment to meet strict deadlines Proficiency in Microsoft Office applications including Word, PowerPoint, Outlook, and Excel Strong collaborator with a proven ability to work across teams, functions, and levels of the organization Education/Experience: Bachelor's degree in finance, accounting or related field from a four-year accredited college or university required 3-5+ years of finance/underwriting experience in a professional services environment Experience with Moody's and/or S&P tools preferred Formal credit training, commercial credit underwriting experience preferred Experience working with Power BI a plus Experience working with MRI commercial property management software a plus

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 member of the Oil & Gas team, you'll work in a fast-paced organization where you'll make a meaningful difference in our clients' lives. As an Analyst, you'll provide corporate credit analysis and transactional support within Corporate Banking. You will assist with managing the credit relationship between CIBC's wholesale bank and our U.S. clients that are engaged in the exploration and production (upstream; reserve-based lending and covenant based investment grade), midstream and downstream sectors of the oil and gas industry. You'll maintain an awareness of the client, company, industry, regulatory issues, relevant economic/political trends and client needs, as well as tailoring coverage and financing solutions to meet client needs. You're flexible to work hours as needed to help deliver a great client experience, which may include evenings and weekends. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How You'll Succeed: Conduct credit and financial analysis, both for existing clients and on new financing opportunities Research and analyze information and draft credit proposals in conjunction with Associates, Directors, Executive Directors and/or the Managing Director Establish and maintain contact with clients throughout the due diligence process to obtain/provide information and advice, conduct interviews and relay information regarding the process and CIBC's requirements Assist in analyzing, structuring and documenting new loan transactions Is familiar with appropriate due diligence criteria and effectively conducts such analysis and investigation to provide CIBC with an appropriate "due diligence defense" under applicable securities legislation Organize presentations to potential clients, assisting in the development of presentation information Follow up credit-related customer queries and customer service-related matters not otherwise covered by Credit Processing Services. Acts as liaison with officers of Credit Processing Services Liaise with other units of CIBC, CIBC Wholesale Banking and Risk Management in preparing credit reviews and proposals for clients' financing needs Oversee and/or participate in the conduct of research and collection of information to assist in the identification and analysis of potential business transactions Assist in the on-going monitoring of the terms and conditions of approved credit arrangements and appropriately identifies any relevant changes in the financial condition/business of a client Ensure that recommendation and opinions offered to clients are in compliance with legislation and at all times maintains the professional standards and policies of CIBC Who You Are: You can demonstrate experience with: Bachelor's degree in Business, C.P.A. or C.F.A.; previous corporate finance, energy-specific corporate lending experience is preferred Knowledge of the U.S. energy sector (upstream, midstream, refining) and US reserve based lending practices is preferred Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash flow analysis Ability to work well and excel in a team environment Thorough understanding of Corporate Finance theories and practices, well-developed financial analysis skills, including financial modeling Excellent understanding of financial statements and accounting principles Well-developed organizational skills in order to respond to shifting priorities on several simultaneous projects Demonstrated job commitment including a willingness to work extended hours and personal flexibility and adaptability in order to meet client requirements Develop financial models to assist in structuring transactions and perform sensitivity analysis Excellent interpersonal, presentation, oral and written communication skills in order to convey factual and conceptual information to others and promote the interests of CIBC Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability. You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best. Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard. You're digitally savvy. You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends. You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to create a shared vision. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. #LI-TA California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may 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. 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 TX-1001 Fannin St Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Business Banking, Business Development, Business Finance, Client Service, Financial Analysis, Financial Markets Analysis, Financial Modeling, Industry Research, Portfolio Analysis, Strategic Objectives

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

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Corporate, Banking, Analyst, Processing, Financial, Business Services

Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients. + Develops written internal and external marketing on pitch material. + Supports deal teams in development, presentation, and winning mandates. + Seeks to develop an understanding of client needs and outcomes. + Provides materials to support an outstanding client experience. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical findings to deal teams. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Builds effective relationships with internal/external stakeholders. + Ensures alignment between stakeholders. + Researches and analyzes company and industry financial and operating information. + Performs complex financial modeling and runs valuation analyses as part of client / industry evaluations. + Creates statistical exhibits and financial performance trend analysis for client presentations. + Prepares industry compilations. + Performs market research and synthesizes findings for internal and external presentations. + Applies technical concepts and understands implication of work to client/transaction. + Develops an understanding of and proficiency in using all required systems and models. + Participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels + Provides feedback on, and supports continuous improvement opportunities. + Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting. + Delivers financial modeling to support strategic recommendations to clients. + Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. + Thinks creatively and proposes new solutions. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works mostly independently. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 0 - 3 years of relevant experience within investment banking, corporate banking, or the real estate industry; or post-secondary degree in related field of study or an equivalent combination of education and experience. + An undergraduate degree with academic coursework in finance, economics, accounting or real estate, with outstanding academic achievement. + Financial analysis training and experience. + Shows initiative, prioritizes work, multi-tasks effectively and demonstrates strong attention to detial. + Highly skilled in building complex financial models. + Expertise in using financial computer applications and database management tools. + Skilled in creating statistical presentations. + Creative, insightful, and resourceful. + Strong interpersonal skills within a demanding team environment. + Strong ability to review and assess detailed information daily on multiple projects in an organized manner. + Works independently within a team environment. + Specialized knowledge from education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. + FINRA certifications including, but not limited to the SIE, Series 79, and Series 63 is preferred but not mandatory. The expected base salary range: $110,000.00 - 135,000.00. **Salary:** **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group. What's Unique About This Role? Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients. Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office. Primary Duties Manager Research Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients Assist in presenting research analysis and findings to clients Manager and Portfolio Monitoring Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations Manager Sourcing Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital Proactively identify attractive fund investment opportunities appropriate for Callan's clients Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis Research and Education Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers Job Skills & Requirements Skills: Works constructively with colleagues in the group and across the broader organization Possesses strong written and verbal communication skills Responds to internal and external requests in a timely and efficacious manner Characteristics: Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality Education and Experience: Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships Progress towards, or completion of, CFA and/or CAIA program preferred 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 $65,000 - $85,000 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. 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. 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. #J-18808-Ljbffr

A leading financial institution in Boston seeks a Transaction Monitoring Lead Analyst. The role involves designing and deploying monitoring models for suspicious activities related to digital assets. Candidates should possess 3+ years of experience in suspicious activity monitoring and a Bachelor's degree in a quantitative field. This position offers competitive compensation and a comprehensive benefits program including 401K and insurance coverage. #J-18808-Ljbffr

Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Banking, Analyst, Summer, Corporate, Financial, Education, Industry

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 Join our Corporate Banking team as a Summer Analyst and become part of a team focused on delivering innovative banking and investment solutions to CIBC's corporate and institutional clients around the world. Corporate Banking is responsible for structuring and executing transactions across a range of product and industry groups including CIT (Consumer Products, Industrials, Technology, Media, & Telecommunications), Project Finance & Infrastructure, US Power & Utilities, Loan Syndications, Cash Management, Nonbank Financials / Fund Finance, and Leveraged Finance. As a Summer Analyst, you will become integral to the "Deal Team", which includes senior bankers, by providing a broad range of support including financial statement and data analysis, financial modeling, credit analysis, industry research and assisting in the preparation of information memoranda and client pitch books. You will also be actively involved in the credit approval process, documentation and closing of loan transactions and on-going management of the loan portfolio. The Summer Analyst program offers a candidate the opportunity to work across multiple teams on a rotational basis throughout the summer. Important information Applications should include your resume. Please indicate your GPA and expected graduation date on your resume. Location: New York. Please note all employees reside within the United States. All CIBC student positions require you to be based in New York for the duration of the term Duration of Work Term: 10 weeks (June 2027 - August 2027) Applications are being reviewed on a rolling basis, we encourage you to apply as soon as possible How You'll Succeed Communication and relationship management: Conduct sound, timely and well-communicated recommendations for credit facilities supported by thorough analysis and well-executed interpretation of relevant financial, industry, business and market information. Analytical: Responsible for conducting in-depth company, industry and portfolio analysis to support the credit relationships for a large and growing portfolio of clients. Financial modelling: Run financial models mainly focused on credit analysis and risk rating evaluation. Who You Are You are enrolled in an undergraduate degree in a business related discipline including Mathematics, Engineering, Economics or related at the time of the internship, with an expected graduation date of December 2027 - June 2028. You have demonstrated interest in Capital Markets. You are highly motivated, accomplished and a success-oriented individual who has a keen interest in pursuing a career in the financial services industry demonstrated through school courses, clubs and/or related work experience. You're digitally savvy. You are proficient in MS-office suite of tools (Word, PowerPoint, Excel). You seek out innovative solutions and embrace evolving technologies. You can easily adapt to new tools and trends. You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. You have strong technical, computational and analytical skills as well as an understanding of credit analysis and accounting principles You are organized and work gracefully under pressure. You can juggle multiple tasks and prioritize work to make timely decisions and take appropriate action. You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life. You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making. You have a strong orientation to excellence and a focus on results Values matter to you. You bring your real self to work and you live our values - trust, teamwork and accountability. #LI-TA California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary of $115,000 (pro-rated for the 10-week internship program) for the New York, NY market based on experience, qualifications, and location of the position. Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential. 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 NY-300 Madison Ave., 8th Floor Employment Type Temporary (Fixed Term) Weekly Hours 40 Skills Accounting, Banking, Business, Business Banking, Capital Markets, Credit Analysis, Finance, Financial Modeling, Financial Services

As a fundamental strategist on the US Equity and Quantitative Strategy team within BofA Global Research, the candidate will work closely with team members to determine the outlook for the US equity market, earnings forecasts, conducting analyses, producing research reports, and communicating/marketing the team's recommendations and views to both internal and external clients. As an Equity Strategist, the candidate will assist the team with applying a model-driven rigor to market analyses and be able to write in a clear and compelling manner. Key objectives are: Contribute to key forecasts including S&P 500 target and bottom- up earnings outlook Closely follow and interpret a wide range of signals, trends, and indicators including fundamental, economic, sentiment, positioning and technical indicators in order to help craft an outlook for the market and determine sector recommendations. Assist in writing reports on the fundamental, macro and quantitative landscape including deep dives on topical macro themes. Market the team's views/outlook to sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform) and the media. Service clients' bespoke project needs with varying degrees of complexity in a timely manner. Seek out new, value-added, and/or unusual sources of information. Develop and maintain databases, indicators, and financial models integral to our research product. Produce collaborative reports across asset classes and with fundamental analysts. Collaborate with junior and senior peers to develop key indicators, models, and relevant themes for the US equity markets, economy, sectors, and industry Requirements: Bachelor's degree or equivalent years of experience Excellent writing and communication skills Strong analytical background Fundamental equity research or accounting experience preferred. CFA candidacy a plus Strong proficiency in Microsoft Excel, Word and PowerPoint Experience using Bloomberg and FactSet; experience with other market data applications a plus Comfort with public speaking/presenting to large audiences in a variety of formats (in-person, video, etc.) Willing to take initiative, take the lead on projects/tasks, and meet deadlines under minimal supervision Strong attention to detail, ability to work under pressure Team player; ability and desire to collaborate Passion for financial markets Shift: 1st shift (United States of America) Hours Per Week: 40

New York, New York **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:** As a fundamental strategist on the US Equity and Quantitative Strategy team within BofA Global Research, the candidate will work closely with team members to determine the outlook for the US equity market,earnings forecasts, conducting analyses, producing research reports, and communicating/marketing the team's recommendations and views to both internal and external clients. As an Equity Strategist, the candidate will assist the team with applying a model-driven rigor to market analyses and be able to write in a clear and compelling manner. **Key objectives are:** + Contribute to key forecasts including S&P 500 target and bottom- up earnings outlook + Closely follow and interpret a wide range of signals, trends, and indicators including fundamental, economic, sentiment, positioning and technical indicators in order to help craft an outlook for the market and determine sector recommendations. + Assist in writing reports on the fundamental, macro and quantitative landscape including deep dives on topical macro themes. + Market the team's views/outlook to sales, clients (including institutional investors and the Merrill Global Wealth & Investment Management platform ) and the media. + Service clients' bespoke project needs with varying degrees of complexity in a timely manner. + Seek out new, value-added, and/or unusual sources of information. + Develop and maintain databases, indicators, and financial models integral to our research product. + Produce collaborative reports across asset classes and with fundamental analysts. + Collaborate with junior and senior peers to develop key indicators, models, and relevant themes for the US equity markets, economy, sectors, and industry **Requirements:** + Bachelor's degree or equivalent years of experience + Excellent writing and communication skills + Strong analytical background + Fundamental equity research or accounting experience preferred. CFA candidacy a plus + Strong proficiency in Microsoft Excel, Word and PowerPoint + Experience using Bloomberg and FactSet; experience with other market data applications a plus + Comfort with public speaking/presenting to large audiences in a variety of formats (in-person, video, etc.) + Willing to take initiative, take the lead on projects/tasks, and meet deadlines under minimal supervision + Strong attention to detail , ability to work under pressure + Team player; ability and desire to collaborate + Passion for financial markets **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.

The Intmd Assoc Exec Resp Analyst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams. Responsibilities: Provide personalized service to customers who communicate with the Office of the Chairman, Other Senior Executives and other Regulatory/Legal channels. Resolve the customer issues and act as the client advocate while balancing decisions with prudent business judgment. Conduct in-depth investigations of the issues, interfacing with all external and internal partner organizations (Compliance, Legal, Marketing, CoreLogic etc.). Provide feedback to the client within specific case-type timeliness standards. Resolve complex issues, while valuing the client and using prudent business judgment. Write personalized responses, and ensure the escalation and speed of each response meets the customer's and regulatory agency's needs. Capture demographic information as well as the status of the investigation through progression noting in a centralized database/tracking tool. Route and track specific issues to business partner organizations (Originations, Doc Services, Transaction Services, Branch Bank, Credit, Fraud, etc.) for their input and inclusion in ERU's response to the clients / regulatory agencies. Identify key problem areas that may affect larger segments of the client base and engage appropriate groups to eliminate those problems. Within established procedures, make decisions without manager approval. Work under little to no direct supervision. May support an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives; and, impacts the business by ensuring the quality of the tasks or services provided. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Serve as point of contact for Sr. Mgmt., internal business partners and loan investors to assist in resolving complex cases prior to becoming an ERU issue in order to ensure a positive customer experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 2-5 years relevant experience Previous experience working directly with customers, preferably in an escalated queue. Subject Matter Expert in businesses supported. Excellent written and verbal communication skills. Self motivated, self directed and self managed. Excellent time and case management skills. Must possess excellent listening skills. Must be able to effectively communicate empathy and compassion when working with clients, while also supporting and upholding Citi guidelines and policies. Ability to clearly articulate findings in a large group setting in person, in writing, and via telephone conference calls . Education: Bachelors degree Retail bank experience required Substantial knowledge for Banking products and procedures required Must have a good understanding of HEAT process mastering key communicating skills in verbal, email etiquette and letter writing. Embodies relationship building and teamwork. Schedule: M-F your time zone (shifts TBD) "Eligible for HOP to HOP" at Posted Locations Resumes Highly Encouraged * ----------------------------------------------------- Job Family Group: Customer Service * ----------------------------------------------------- Job Family: Escalation * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: San Antonio Texas United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $56,020.00 - $78,180.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Jan 31, 2026 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Analyst, Transactions page is loaded## Analyst, Transactionslocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: R2137**Job Description Summary**For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Analyst will serve as a member of the Transactions team supporting the investment function in investing capital as well as improving business operations. The role will have exposure to a wide range of activities surrounding the transaction closing process. This includes but is not limited to communication among relevant internal and external parties, supporting closing process and documentation, recording and reconciling transactions in our internal systems, and Know Your Client (KYC). This position will serve as a liaison with internal departments such as Legal, Accounting, Treasury, Tax, Compliance, and Portfolio Analytics, in addition to external parties, while observing all internal policies. The Analyst will support investments made from our offices in Boston, Toronto, London, Hong Kong, and Singapore. Prior experience with private equity, private credit, or corporate law firm would be an asset. Ability to provide notary services as a Notary Public of Massachusetts would also be an asset. This role is not focused on evaluating investment opportunities.## The ideal candidate is someone who is:* An exceptionally organized individual with an outstanding attention to detail* A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision* Quick to develop a strong understanding of new systems, data relationships, and processes* Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams## ## What you will do:* Coordinate documentation in support of investment execution (e.g., obtaining signatures, tax and compliance documents, wiring instructions, contact sheets)* Work closely across multiple groups and geographies to ensure compliance with all closing processes, internal documentation, and reporting procedures* Assist with the implementation of Transactions strategic initiatives, ad-hoc operational projects, and other aspects of group management* Maintain internal systems for planning and tracking investment closings for firmwide reference* Support associates/senior associates to facilitate and prepare the funding package for investments, ensuring that all requirements are satisfied completely, accurately, and in a timely manner* Reconcile discrepancies and work in internal systems and with internal business partners to ensure that appropriate information is entered in our systems accurately and completely* Track and upload transaction related legal and authorization documents* Prepare invoices for deal-related expenses and provide allocations for deal-related invoices received* Monitor incoming legal communications from General Partners* Provide Notary Public services* Other responsibilities as required## ## What you bring:* Proven problem-solving and analytical skills* Strong attention to detail* An ability to handle multiple projects* Excellent written and verbal communication skills* Experience working with Microsoft Excel, Word and PowerPoint* Prior experience with private markets or corporate law would be an asset## ## Education Preferred* Bachelor of Arts (B.A) or equivalent experience* Bachelor of Science (B.S) or equivalent experience**Experience*** 0-2 Years relevant experience preferred#LI-Hybrid**Salary Range**$70,000.00 - $90,000.00This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities. #J-18808-Ljbffr

General information Country USA City New York Type of role Professional Working time Full-time Type of contract Permanent Remaining openings 1 Description & Requirements For our Investment Banking division in New York, we are looking to hire an Investment Banking Analyst - New York Your role in the team: Berenberg is looking to hire an individual to work within the Investment Banking team who can support the firm's continued growth in US markets. In this role, you will directly work with both mid-level and senior members of the Investment Banking team and report directly to the Head of US Investment Banking. A successful candidate in this role will assume responsibilities in the origination and execution of transactions by serving as a key stakeholder in various workstreams across the department. A candidate will be joining a very fast paced and dynamic, growing team here in the US. What will you do? Preparing materials for meetings with new and existing clients and investors for potential capital raising activity throughout the company lifecycle Conducting in-depth market sector and company research to support pitches and deal execution Building and maintaining complex financial models, including equity valuation analyses Participating directly in deal execution (IPOs, capital increases, block trades), including managing due diligence and data room processes Coordinating syndicate materials, internal presentations, and facilitate communication between Sales and Compliance teams Who are we looking for? First relevant experience, preferably with a U.S. investment bank or broker-dealer; strong proficiency in Excel, PowerPoint, and financial software Degree-level education with outstanding academic achievements, preferably in finance or a related field Highly ambitious and motivated, eager for significant exposure, and responsibility with top-tier clients in a dynamic environment Exceptional written and verbal communication skills, demonstrating attention to detail and the ability to manage multiple workstreams under pressure A collaborative, entrepreneurial, and goal-oriented team player, willing to meet challenging deadlines What we offer you: 100% Company sponsored medical, dental, and vision insurance 25 Paid vacation and sick time Company-paid life insurance Company-paid STD/LTD Paid parental leave 401(k) plan with company match Gym membership discounts Apply now and join our Team - we look forward to receiving your application! Who We Are: Berenberg Capital Markets LLC (BCM) is a New York based FINRA member broker-dealer, and wholly owned independent subsidiary of Joh. Berenberg, Gossler & Co. KG (Berenberg), one of Europe's leading privately-owned banks, established in 1590. Together, BCM and Berenberg have built a franchise known for its "client first" approach and a global reputation of high-quality coverage of both corporate and institutional clients. Leveraging our global network of institutional investors and deep corporate relationships, we developed a track record of raising capital on US exchange's raising over $27 billion across more than 80 transactions since opening our Equity Capital Markets division in 2018. Building on its strength and expertise across multiple industries, BCM continues to expand the breadth of Sales, Trading, and Investment Banking services it offers to better assist its institutional and corporate clients' access to the global equity markets. BCM adopts the same principles as its parent company and is committed to building long-term relationships with its clients based on high levels of accountability, responsibility, insight, vision, and expertise. We place great importance on working on site, as we believe that being together in the office not only fosters creativity and efficiency, but also strengthens network and builds trusting, collegial relationships. For us, this forms foundation for productive and successful work. Together we collaborate to shape our business and fulfil our ambitious goals. We welcome you to join us in our commitment to always do the right thing for our people, clients and our business - Our future is where you take us! We will only accept applications submitted through our online application management system on the website. We're committed to finding reasonable accommodations for candidates who require adjustments during our recruiting process. Please contact us directly on ************************* to discuss. BCM provides Equal Employment Opportunities (EEO) to all employees and applicants without regard to their actual or perceived age, race, creed, religious belief, color, gender, sexual orientation, gender identity, partnership status, marital status, physical or mental disability, national origin, alienage or citizenship status, military or veteran status, genetic predisposition or carrier status, or engaging in protected activity (such as opposition to prohibited discrimination or participation in proceedings covered by the anti-discrimination statutes) or any other characteristic protected by applicable federal, state and local law. BCM complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Salary will vary based on role, education, level of experience, and expertise ranging between $90,000 to $115,000 as a base salary with eligibility for a discretionary annual bonus plus comprehensive benefits package.

Why Corporate Banking? A Corporate Banker is a relationship-driven corporate finance professional, who is an expert in matching clients' needs with banking solutions. The Corporate Banker fully embodies Bank of America's motto and core value "What would you like the power to do?" by leveraging their deep understanding of the financial challenges corporate clients face to effectively deploy the bank's capabilities and resources to help them achieve their goals. As a Corporate Banker, you'll be the hub in the wheel of Bank of America's products and services for our corporate clients, driving the dialogue and working in partnership with products experts from each group to deliver the bank's full platform to clients in a timely, smooth and coordinated manner. Corporate Banking vs. Investment Banking Corporate and Investment Banking are both relationship-focused roles. Although the two groups, which are both organized by industry, often work closely together and even sit on the same floor, there are fundamental differences: The Corporate Banker is the gatekeeper of three of the core pillars of the bank's offering, Debt & Credit Ratings, Risk Management and Treasury Solutions, while the Investment Banker is the gatekeeper of two of the core pillars, M&A and Equity The Corporate Banker key contacts are the Treasurer, Assistant Treasurer and CFO while the Investment Banker's key client contacts are the CEO, CFO and Business Development Manager As the Corporate Banker and Investment Banker work in parallel, making sure corporate clients can access the full breadth of the bank's offering, their paths often intersect on strategic client discussions and transactions and on building and maintaining strong relationships with key client executives Why Bank of America? Bank of America is one of the world's leading financial institutions, serving individuals, businesses, large corporations, and governments with a broad, comprehensive range of solutions to their complex financial issues. Bank of America strives to be a place you can be proud and happy to work at. It is a diverse, inclusive workplace where employees are valued for their individual strengths and perspectives, supported in growing their careers and recognized and rewarded for their contributions. Why our Summer Internship program? The Summer Analyst program is a collaborative and motivating program designed to offer you broad and exciting exposure to the full range of products and services we offer to our clients and to empower you to make an impact, with the support of an extensive formal training offered at the start of the program and mentorship throughout. Our Summer Analyst program will set you up for success, by providing you with analytical based work experience focused on the financial markets, true insight into life as a Corporate Banker and a strong platform to launch your career. As a Summer Analyst, your key responsibilities may include but will be not limited to the below - don't worry if these tasks don't make sense yet, we are here to guide you! Working on live deals Preparation of internal materials from compliance clearance to deal approval memos for transaction capital committees Preparation of external materials such as working group lists, due diligence questionnaires and lender presentations Working on client pitches, helping strengthen and expand the relationship Preparation of relationship overview and coverage team pages Performance of various financial analyses including capital structure and credit ratings analysis, WACC analysis and fire power analysis Peer analysis, such as liquidity, capital allocation, capital structure and fixed to floating profile analysis * Working on the day-to-day client relationship, helping clients solve any issues or needs that might arise Qualifications Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation timeframe between November 2027 and August 2028 3.5 minimum GPA preferred and can demonstrate a track record of superior performance in extracurricular and professional activities Distinguished written and oral communications skills Strong analytical and organizational skills and attention to detail Proactivity, curiosity, ability to learn quickly, team focus, strong work ethic Dedication to building a career in the corporate banking industry, coupled with a strong desire to learn and succeed in team environments Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA

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

Company Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations. Responsibilities This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development. Essential Functions Supports leadership in PREIT portfolio lease execution. Create and update annual property budgets and creating forecasting models for region in Argus and Excel. Develop pro formas and projections for leasing representatives to help them in negotiating transactions. Develop and track pro formas for redevelopment projects. Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses. Build and maintain quarterly covenant calculations for term reporting. Participate in Regional Production meetings and ensure action items are addressed in a timely manner. Monitor performance of the property and identifying operations and challenges and implement strategies to respond. Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants. Prepare financial projections for the properties and portfolio, and for properties under consideration for development. Carry out special assignments/projects as assigned by management. Assist team in acquisition, disposition, and refinance initiatives. Qualifications Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable. 1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position. Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors. Excellent written and verbal communication skills Detail orientation demonstrated ability to multitask effectively, and strong analytical skills. Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus. Ability to work in Center City, Philadelphia office 4 days per week. Benefits 401(k) Health insurance

Work Schedule: 6 AM - 3 PM Monday through Friday Deliver high-quality, accurate, and timely service by conducting daily reviews of financial transactions to identify and prevent potential fraudulent activity on client accounts, including both transaction and check fraud. This position requires the associate to handle extremely complex issues and maintain up-to-date knowledge of financial operations Essential Duties and Responsibilities · Respond promptly and effectively to inquiries, resolving complex and sensitive issues for our clients. · Review transaction items and supporting documentation to identify and address discrepancies. · Conduct thorough account reviews and research, especially in situations involving complex financial activity. · Collaborate with various business partners across the organization to resolve complex issues. Some situations may involve large client relationships where careful handling is critical to prevent significant financial loss to the bank. · Utilize onboarding financial fraud analyst software to assist in the detection of counterfeit checks. · Work efficiently within time-sensitive daily deadlines to identify potential counterfeit items. · Apply sound judgment to consistently and accurately determine fraudulent activity and demonstrate effective problem-solving skills. · Maintain flexibility and adaptability to meet changing priorities in a dynamic environment. · Exhibit strong organizational skills, attention to detail, and excellent follow-through on all tasks. · Manage multiple priorities simultaneously while thriving in a fast-paced work setting. · Previous experience with financial fraud analyst software is highly valued but not required. · Perform all other related duties and take on special projects as assigned by management. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: · 2 - 3 years banking operations experience · High School or equivalent in experience · Fraud experience preferred · Thorough knowledge of bank applications/transaction processing preferred (particularly depository applications) · Ability to work under pressure · Ability to identify and escalate systemic issues and/or process breakdowns · Ability to assist in resolving systemic issues and/or process breakdowns · Ability to meet deadlines · Ability to work independently with minimal supervision · Ability to define and implement workflow · Strong interpersonal skills · Demonstrated knowledge of Microsoft Excel and Access · Strong verbal and written communication skills · Strong critical thinking skills · Strong analytical skills COMPUTER AND OFFICE EQUIPMENT SKILLS 1. Microsoft Office suite 2. Excel 3. Hogan core system a plus but not required About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube