Senior Managment Analyst jobs at Goldman Sachs - 45 jobs

Corporate Planning Management (CPM) - Integrated Travel & Expense (T&E) WHO WE ARE The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world. Role Overview: Manage and deliver all aspects of Goldman Sachs' global Travel and Expense (T&E) program, ensuring efficient processes, robust controls, and compliance with firm policies. This role requires a deep understanding of T&E systems, accounting principles, and risk management. The successful candidate will be a strategic thinker with strong analytical and communication skills, capable of influencing stakeholders at all levels. This role will be responsible for directing and coordinating all aspects of Travel and Expenses activities. This person will be the internal subject matter expert for T&E Process and Concur system and is expected to manage the relationship with our corporate card vendor, businesses, as well as any other internal T&E systems. This role will Oversee, support and maintain the day-to-day activities of all T&E Expense functions including Travel & Expense Reimbursement, Expense Reporting, Corporate Cards, Query Management, Month-end processing, Reconciliations, Policy adherence for all entities and locations and future rollout initiatives of the Travel & Expense system Job Title: Analyst, Travel and Expense Management Department: Corporate Planning Management (CPM) - Travel & Expense Roles and Responsibilities: Strategic Leadership: Develop and implement the firm's T&E strategy, aligning with broader financial goals and regulatory requirements. Define key performance indicators (KPIs) and track progress towards achieving targets (e.g., reduction in processing time, improved accuracy, cost savings). System Management: Oversee the firm's T&E system (e.g., SAP Concur), including configuration, maintenance, upgrades, and user support. Proactively identify and implement system enhancements to improve efficiency and user experience. Manage relationships with vendors (e.g., SAP Concur, corporate card provider). Document all processes and procedures. Process Optimization: Analyze existing T&E processes, identify areas for improvement, and implement changes to streamline workflows, reduce costs, and mitigate risks. Develop and implement robust controls to ensure compliance with internal policies and external regulations. Financial Management: Manage the T&E budget, monitor expenses, and ensure accurate and timely financial reporting. Oversee month-end close processes, including accruals, reconciliations, and ledger postings. Conduct regular audits to identify and address potential issues. Stakeholder Management: Build and maintain strong relationships with key stakeholders across the firm, including business units, finance teams, and technology groups. Effectively communicate T&E policies, procedures, and updates. Proactively address stakeholder concerns and resolve issues. Compliance and Risk Management: Ensure compliance with all relevant T&E policies, procedures, and regulations. Identify and mitigate potential risks associated with T&E processes. Conduct regular risk assessments and implement appropriate controls. Training and Development: Develop and deliver comprehensive training programs for employees on T&E policies, procedures, and system usage. Maintain up-to-date training materials and documentation. Qualifications: Bachelor's degree in accounting, Finance, or a related field. MBA or relevant professional certification. Minimum of 2 years of experience in T&E management, preferably within a large, complex organization. Proven experience implementing and managing T&E systems (e.g., SAP Concur, Appzen). Strong analytical, problem-solving, and decision-making skills. Excellent communication, interpersonal, and presentation skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Experience managing and mentoring teams. Preferred Qualifications: Experience with corporate card programs and management. Experience with SAP systems. Experience in a financial services environment. Goldman Sachs is an equal opportunity employer.

**About this role** Fund Administration is responsible for all administration work surrounding a specific fund or group of funds. As an Analyst, you will be part of a high impact team focused on delivering exceptional customer service within the Tax & Compliance group. Reporting to a Vice President and working closely with team Associates, you will be responsible for the delivery of timely, accurate and high-quality tax information and administration support for our clients' tax and compliance reporting. You will have the opportunity to pursue and cultivate a rewarding career with a forward-thinking organization. As an Analyst, you will have the ability to start adding value to the Tax and Compliance operation. People are at core of all that we do - based on the consistent achievement of Key Performance Indicators (KPIs), there are opportunities for development and career progression. This role ideal for a recent Business/Account graduate looking to start their career within the Private Equity industry. **What you'll be doing** + Gain an understanding of the Private Equity industry and Fund structures in order to be able to formulate questions to the Fund Managers regarding transactions and financial/tax documents when not clearly provided + Support tax compliance processes on an annual cycle, primarily in the US and Canada, and other jurisdictions as required + Get familiar with various tax forms including tax notices, how they are used, what they mean, and how they impact our client's tax porting and investor deliverables. + Interact with external tax preparers and work internally with Treasury and Fund Accounting teams to fulfill and deliver information requests timely + Assist the team with collection and distribution of supporting documentation received from investments (K-1s, PFIC statements, etc.) to facilitate tax preparers' work. + Prepare investor data templates to facilitate preparation of accurate investor filings and smooth delivery into the document portal + Support the tax payments process by drafting tax payments and work closely with Treasury through execution + Support FATCA and CRS compliance tasks, annual reporting and ongoing onboarding and record maintenance (familiarity with Forms W-9 and W-8 versions preferred) + Develop client relationships, understand client deadlines and expectations + Be capable of independently conducting analyses of financial statements and capital account movements, extracting correct quantitative and qualitative information from financial reports. + Develop knowledge of Colmore's existing processes and procedures to ensure maximum effectiveness as well as contributing to development of workflows and new solutions + Any other duties commensurate with the nature and position of the post **What you'll bring to us** + Accounting or business degree and/or job experience (preferred but not required) + Administration experience (preferred but not required) + Private equity knowledge (desirable but not essential) + Must be capable of communicating clearly and effectively both internally with other departments, and externally with clients, investors and fund managers, both orally and written. + Understanding of financial reports, NAV reports, and partner cash flows would be an advantage + Must have experience with Excel formulas (e.g., VLookups, Sumifs) and other Microsoft applications; softwares holding data sets and data extraction (e.g., running reports) + Exceptional attention to detail and curiosity to investigate out-of-pattern items and to always ask "Why". + Must be committed to high quality and service orientation + Must have great organizational skills with the ability to multitask and work accurately under pressure + Must have the ability to operate within a continuously evolving and competitive business environment + Team player, high energy level, self-starter, quick grasp For Dallas, TX Only the salary range for this position is USD$0.00 - USD$0.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

About this role Fund Administration is responsible for all administration work surrounding a specific fund or group of funds. As an Analyst, you will be part of a high impact team focused on delivering exceptional customer service within the Tax & Compliance group. Reporting to a Vice President and working closely with team Associates, you will be responsible for the delivery of timely, accurate and high-quality tax information and administration support for our clients' tax and compliance reporting. You will have the opportunity to pursue and cultivate a rewarding career with a forward-thinking organization. As an Analyst, you will have the ability to start adding value to the Tax and Compliance operation. People are at core of all that we do - based on the consistent achievement of Key Performance Indicators (KPIs), there are opportunities for development and career progression. This role ideal for a recent Business/Account graduate looking to start their career within the Private Equity industry. What you'll be doing Gain an understanding of the Private Equity industry and Fund structures in order to be able to formulate questions to the Fund Managers regarding transactions and financial/tax documents when not clearly provided Support tax compliance processes on an annual cycle, primarily in the US and Canada, and other jurisdictions as required Get familiar with various tax forms including tax notices, how they are used, what they mean, and how they impact our client's tax porting and investor deliverables. Interact with external tax preparers and work internally with Treasury and Fund Accounting teams to fulfill and deliver information requests timely Assist the team with collection and distribution of supporting documentation received from investments (K-1s, PFIC statements, etc.) to facilitate tax preparers' work. Prepare investor data templates to facilitate preparation of accurate investor filings and smooth delivery into the document portal Support the tax payments process by drafting tax payments and work closely with Treasury through execution Support FATCA and CRS compliance tasks, annual reporting and ongoing onboarding and record maintenance (familiarity with Forms W-9 and W-8 versions preferred) Develop client relationships, understand client deadlines and expectations Be capable of independently conducting analyses of financial statements and capital account movements, extracting correct quantitative and qualitative information from financial reports. Develop knowledge of Colmore's existing processes and procedures to ensure maximum effectiveness as well as contributing to development of workflows and new solutions Any other duties commensurate with the nature and position of the post What you'll bring to us Accounting or business degree and/or job experience (preferred but not required) Administration experience (preferred but not required) Private equity knowledge (desirable but not essential) Must be capable of communicating clearly and effectively both internally with other departments, and externally with clients, investors and fund managers, both orally and written. Understanding of financial reports, NAV reports, and partner cash flows would be an advantage Must have experience with Excel formulas (e.g., VLookups, Sumifs) and other Microsoft applications; softwares holding data sets and data extraction (e.g., running reports) Exceptional attention to detail and curiosity to investigate out-of-pattern items and to always ask “Why”. Must be committed to high quality and service orientation Must have great organizational skills with the ability to multitask and work accurately under pressure Must have the ability to operate within a continuously evolving and competitive business environment Team player, high energy level, self-starter, quick grasp For Dallas, TX Only the salary range for this position is USD$0.00 - USD$0.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Hybrid Work Schedule: Monday, Tuesday & Thursday in office, Wednesday & Friday work from home We're looking for a detail-driven Document Control Analyst to support a project team by keeping information organized, accurate, secure, and easy to access throughout the project lifecycle - from kickoff through closeout. If you enjoy creating order, partnering with diverse stakeholders, and owning the flow of project documentation, this role offers a great opportunity to shine. What You'll Do: You'll play a central role in how project information is created, shared, tracked, and archived. In this position, you will: * Develop, maintain, and execute the project's Information Management Plan * Partner with the U.S. SharePoint Administrator to build a project-specific SharePoint site and set up proper security and access * Review contractor document control requirements and align them with the project's contract(s) * Create and maintain transmittal logs, distribution matrices, and a master document register * Set up repositories, metadata, and permissions for project records * Track submissions, revisions, approvals, and document distribution * Maintain accurate naming/numbering conventions and ensure compliance with document control requirements * Safeguard sensitive, restricted, and regulated information * Use the master document register to monitor deliverables and identify missing items * File and manage records in accordance with document control and records management standards * Track receipt of records and report status updates to management * Work with project managers, engineers, field clerks, and contractors to resolve documentation discrepancies * Prepare hardcopy records for retention in alignment with information management policies * Support project turnover documentation and closeout activities * Remove electronic transitory information where appropriate * Maintain records within project tracking tools * Take on additional project tasks as needed Why This Role Matters: You become the backbone of project information flow - ensuring every team member, contractor, and stakeholder has what they need when they need it. Your work directly supports project clarity, compliance, and smooth closeout. If you're organized, proactive, and enjoy being the go-to person for all things documentation, this could be a great fit! Interested applicants may send their resumes directly to Brandon at bgreen@blackrockres.com #LI-DNI

Join our team where you'll play a key role in supporting day-to-day business operations and driving process improvements. We value your ability to collaborate across teams, solve problems, and deliver impactful solutions in a dynamic environment. As a Business Support Manager in Commercial & Investment Bank (CIB), you will provide essential business administration and control support, partnering with senior management and cross-functional teams. You'll help ensure smooth onboarding, process controls, and risk mitigation while contributing to strategic initiatives. Your work will help maintain a high-performing, compliant, and collaborative business environment. Job Responsibilities + Manage employee onboarding, offboarding, and transfers for CIB business functions + Request applications and market data services to support business needs + Provide solutions and triage day-to-day issues by coordinating with relevant partners + Act as liaison with project management for technology and facility upgrades, and intern onboarding + Serve as a conduit to multiple groups and business teams; maintain floor plans, oversee move management, and review cost allocations + Review and certify physical floor access for employees + Enforce a dynamic control and compliance environment, driving continuous risk mitigation in business processes + Ensure effective business and process controls are maintained across all functions + Participate in and occasionally lead strategic initiatives and ad hoc projects within Business Support Management + Provide guidance and support to drive the agenda for business operations Required Qualifications, Capabilities, and Skills + Minimum 2 years of related experience in business administration or support + Proficient in Microsoft Office (Excel, Word, PowerPoint) + Strong verbal and written communication skills with a professional demeanor + Independent problem-solving abilities and mature judgment + Ability to work under pressure, prioritize multiple assignments, and complete tasks efficiently + Excellent relationship-building skills and ability to influence others + Organized self-starter who consistently meets deliverables + Ability to work effectively in a team and adapt to diverse working styles + Comfortable leading initiatives and collaborating with senior leadership Preferred Qualifications, Capabilities, and Skills + Customer service or client-facing experience + Experience in move management or facility operations + Familiarity with cost allocation and business controls + Exposure to project management or strategic initiatives + Ability to drive process improvements in a dynamic environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JobID: 210686500 JobSchedule: Full time JobShift: Day : Join our team where you'll play a key role in supporting day-to-day business operations and driving process improvements. We value your ability to collaborate across teams, solve problems, and deliver impactful solutions in a dynamic environment. As a Business Support Manager in Commercial & Investment Bank (CIB), you will provide essential business administration and control support, partnering with senior management and cross-functional teams. You'll help ensure smooth onboarding, process controls, and risk mitigation while contributing to strategic initiatives. Your work will help maintain a high-performing, compliant, and collaborative business environment. Job Responsibilities * Manage employee onboarding, offboarding, and transfers for CIB business functions * Request applications and market data services to support business needs * Provide solutions and triage day-to-day issues by coordinating with relevant partners * Act as liaison with project management for technology and facility upgrades, and intern onboarding * Serve as a conduit to multiple groups and business teams; maintain floor plans, oversee move management, and review cost allocations * Review and certify physical floor access for employees * Enforce a dynamic control and compliance environment, driving continuous risk mitigation in business processes * Ensure effective business and process controls are maintained across all functions * Participate in and occasionally lead strategic initiatives and ad hoc projects within Business Support Management * Provide guidance and support to drive the agenda for business operations Required Qualifications, Capabilities, and Skills * Minimum 2 years of related experience in business administration or support * Proficient in Microsoft Office (Excel, Word, PowerPoint) * Strong verbal and written communication skills with a professional demeanor * Independent problem-solving abilities and mature judgment * Ability to work under pressure, prioritize multiple assignments, and complete tasks efficiently * Excellent relationship-building skills and ability to influence others * Organized self-starter who consistently meets deliverables * Ability to work effectively in a team and adapt to diverse working styles * Comfortable leading initiatives and collaborating with senior leadership Preferred Qualifications, Capabilities, and Skills * Customer service or client-facing experience * Experience in move management or facility operations * Familiarity with cost allocation and business controls * Exposure to project management or strategic initiatives * Ability to drive process improvements in a dynamic environment

The Applications Development Technology Lead Analyst is a senior level position responsible for establishing and implementing new or revised application systems and programs in coordination with the Technology team. Also liaising between business users and technologists to exchange information in a concise, logical and understandable way in coordination with the Technology team. The overall objective of this role is to lead applications systems analysis and programming activities. Responsibilities: Provide input during development and implementation phases, including formulation and definition of systems scope, objectives and necessary system enhancements for complex, high-impact projects Identify and communicate risks and impacts and propose risk mitigation options, considering business implications of the application of technology to the current business environment Consult with business clients to determine system functional specifications and partner with multiple management teams and other units to meet organizational objectives Partner with multiple management teams to ensure appropriate integration of functions to meet goals as well as identify and define necessary system enhancements to deploy new products and process improvements Resolve variety of high impact problems/projects through in-depth evaluation of complex business processes, system processes, and industry standards Provide expertise in area and advanced knowledge of applications programming and ensure application design adheres to the overall architecture blueprint Utilize advanced knowledge of system flow and develop standards for coding, testing, debugging, and implementation Develop comprehensive knowledge of how areas of business, such as architecture and infrastructure, integrate to accomplish business goals Provide in-depth analysis with interpretive thinking to define issues and develop innovative solutions 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: 10+ years of experience Proficiency in SAS tools with extensive experience using SAS for ETL and data analysis. Good knowledge on SQL and Python. Proficiency in MS Office (Word, Excel, Visio, PowerPoint) with extensive experience using Excel for data analysis Experience with all phases of Software Development Life Cycle Comprehensive knowledge of the principles of business analysis Very good knowledge on Mortgage domain and Risk management. Education: Bachelor's degree/University degree or equivalent experience Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. In-depth knowledge of the mortgage industry, including loan types, regulations, underwriting guidelines, and market trends, and uses this expertise to analyze complex mortgage scenarios, identify potential risks, and ensure compliance with relevant regulatory rules laws, often working within a financial controller, business users and technology organizations and ensure data is properly structured and stored. ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Applications Development ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Irving Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $125,760.00 - $188,640.00 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: Dec 18, 2025 ------------------------------------------------------ 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.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. Job Responsibilities Help devise customized financial strategies for existing and prospective clients Prepare pitch books and meeting materials Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives Become an expert in a range of proprietary models to provide recommendations on tailored solutions Conduct research and analysis; assist with product development and prospecting efforts Research client inquiries and manage follow up communication and materials Work directly with clients as you continue to progress in your role Required Qualifications, Capabilities, and Skills Bachelor's degree with a minimum overall GPA of 3.2 No more than two years of work experience following completion of undergraduate program Demonstrated aptitude for sales and client relationship management Preferred Qualifications, Capabilities, and Skills Superior multi-tasking and organizational skills Excellent communication skills and poise giving presentations Genuine interest in financial markets and macro-level economic trends Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions

Are you passionate about leveraging data and automation to drive operational excellence? As a Data Analyst in Client Tax Operations, you will play a pivotal role in transforming tax reporting and withholding processes. You will collaborate with cross-functional teams, utilize advanced analytics and automation tools, and help ensure compliance with tax regulations. This role offers opportunities for professional growth, exposure to innovative technologies, and the chance to make a meaningful impact. Join us and be part of a team that values accuracy, innovation, and continuous improvement. As a Client Tax Operations Strategic Analyst within the Information Reporting, Client Tax Operations team, you will automate and optimize reporting and withholding processes using tools such as Alteryx, Python, and Tableau. You will collaborate with product, technology, and corporate tax advisory teams to integrate analytics and automation into daily operations. Your expertise will support tax planning, compliance, and process improvement initiatives. You will develop and maintain dashboards to monitor key performance indicators and ensure data quality and integrity. Your ability to communicate complex findings and drive innovation will be essential to the team's success. **Job responsibilities** + Collaborate with cross-functional teams to integrate data analytics, automation, and visualization into tax operations + Provide data-driven insights to support tax planning, optimization initiatives, and regulatory compliance + Develop and maintain dashboards and reports using Tableau to monitor KPIs and operational metrics + Oversee daily reporting activities and manage relationships with product, technology, and corporate tax advisory teams + Identify opportunities for process improvements and automation to enhance tax reporting and compliance + Utilize intelligent automation tools such as Alteryx to streamline data workflows and improve efficiency + Communicate complex data findings and recommendations to senior management and stakeholders + Establish and enforce data governance policies and procedures to ensure data integrity, accuracy, and security + Implement data quality controls and perform regular audits to maintain high standards of data quality + Support the implementation of new analytics and automation initiatives + Contribute to a culture of innovation, accuracy, and continuous improvement **Required qualifications, capabilities, and skills** + Bachelor's degree in Data Science, Statistics, Finance, Accounting, or a related field + Proficiency in data analysis tools and programming languages such as SQL, Python, R, and Tableau + Experience with intelligent automation tools such as Alteryx + High level client service and communication skills + Excellent analytical, problem-solving, and critical-thinking skills + Familiarity with internal custody systems and custody product knowledge is a plus + Experience working in a professional services or financial services firm + Ability to manage multiple tasks and prioritize effectively + Commitment to data integrity and operational excellence + Self-motivated and able to work in a fast-paced environment + Ability to communicate complex concepts clearly to stakeholders **Preferred qualifications, capabilities, and skills** + Experience with machine learning and advanced analytics techniques; advanced degree preferred + Knowledge of financial systems and products + Knowledge of withholding and information reporting + Innovative mindset, driven to continuously improve processes + Robust knowledge of tax regulations and compliance requirements + Advanced proficiency in data visualization and automation tools + Demonstrated commitment to diversity, equity, and inclusion **This position is not eligible for H1B or Sponsorship** JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JobID: 210669041 JobSchedule: Full time JobShift: Day : Are you passionate about leveraging data and automation to drive operational excellence? As a Data Analyst in Client Tax Operations, you will play a pivotal role in transforming tax reporting and withholding processes. You will collaborate with cross-functional teams, utilize advanced analytics and automation tools, and help ensure compliance with tax regulations. This role offers opportunities for professional growth, exposure to innovative technologies, and the chance to make a meaningful impact. Join us and be part of a team that values accuracy, innovation, and continuous improvement. As a Client Tax Operations Strategic Analyst within the Information Reporting, Client Tax Operations team, you will automate and optimize reporting and withholding processes using tools such as Alteryx, Python, and Tableau. You will collaborate with product, technology, and corporate tax advisory teams to integrate analytics and automation into daily operations. Your expertise will support tax planning, compliance, and process improvement initiatives. You will develop and maintain dashboards to monitor key performance indicators and ensure data quality and integrity. Your ability to communicate complex findings and drive innovation will be essential to the team's success. Job responsibilities * Collaborate with cross-functional teams to integrate data analytics, automation, and visualization into tax operations * Provide data-driven insights to support tax planning, optimization initiatives, and regulatory compliance * Develop and maintain dashboards and reports using Tableau to monitor KPIs and operational metrics * Oversee daily reporting activities and manage relationships with product, technology, and corporate tax advisory teams * Identify opportunities for process improvements and automation to enhance tax reporting and compliance * Utilize intelligent automation tools such as Alteryx to streamline data workflows and improve efficiency * Communicate complex data findings and recommendations to senior management and stakeholders * Establish and enforce data governance policies and procedures to ensure data integrity, accuracy, and security * Implement data quality controls and perform regular audits to maintain high standards of data quality * Support the implementation of new analytics and automation initiatives * Contribute to a culture of innovation, accuracy, and continuous improvement Required qualifications, capabilities, and skills * Bachelor's degree in Data Science, Statistics, Finance, Accounting, or a related field * Proficiency in data analysis tools and programming languages such as SQL, Python, R, and Tableau * Experience with intelligent automation tools such as Alteryx * High level client service and communication skills * Excellent analytical, problem-solving, and critical-thinking skills * Familiarity with internal custody systems and custody product knowledge is a plus * Experience working in a professional services or financial services firm * Ability to manage multiple tasks and prioritize effectively * Commitment to data integrity and operational excellence * Self-motivated and able to work in a fast-paced environment * Ability to communicate complex concepts clearly to stakeholders Preferred qualifications, capabilities, and skills * Experience with machine learning and advanced analytics techniques; advanced degree preferred * Knowledge of financial systems and products * Knowledge of withholding and information reporting * Innovative mindset, driven to continuously improve processes * Robust knowledge of tax regulations and compliance requirements * Advanced proficiency in data visualization and automation tools * Demonstrated commitment to diversity, equity, and inclusion This position is not eligible for H1B or Sponsorship

The Corporate Banking Senior Analyst is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Corporate Banking Senior Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. **Responsibilities:** + Participate in client transactions, projects or assignments as the junior member of a professional team + Partner with senior Corporate Banking Officers and professionals + Organize and analyze sophisticated financial data used in client proposals and strategic plans + Prepare written recommendations and create statistical exhibits + Conduct economic/financial research + Provide evaluations of a company's financial performance compared to overall industry and market trends or data **Qualifications:** + 2-5 years of relevant experience + Theoretical and practical application of a body of highly specialized knowledge is required, including comprehensive knowledge of the + Corporate Banking business, its related products and pertinent regulations affecting it + Consistently demonstrate clear and concise written and verbal communication + Demonstrated planning and organizational skills **Education:** + Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Institutional Banking ------------------------------------------------------ **Job Family:** Corporate Banking ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Houston Texas United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $110,000.00 - $135,000.00 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:** Feb 20, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Corporate Banking Senior Analyst is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Corporate Banking Senior Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Participate in client transactions, projects or assignments as the junior member of a professional team Partner with senior Corporate Banking Officers and professionals Organize and analyze sophisticated financial data used in client proposals and strategic plans Prepare written recommendations and create statistical exhibits Conduct economic/financial research Provide evaluations of a company's financial performance compared to overall industry and market trends or data Qualifications: 2-5 years of relevant experience Theoretical and practical application of a body of highly specialized knowledge is required, including comprehensive knowledge of the Corporate Banking business, its related products and pertinent regulations affecting it Consistently demonstrate clear and concise written and verbal communication Demonstrated planning and organizational skills Education: Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Institutional Banking ------------------------------------------------------ Job Family: Corporate Banking ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Houston Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $110,000.00 - $135,000.00 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: Feb 20, 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.

JobID: 210689151 JobSchedule: Full time JobShift: : Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management Consultant Senior? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence. As a Cash Management Consultant Senior within our Business Banking team, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk. Job Responsibilities: * Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results - Individually and as a Team * Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bank * Leverage's knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified * Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers * Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs * Engages in a disciplined relationship development process and manages quality call activities. Leverage's prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas * Leads new client journey end-to-end; Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables. Leverage digital tools to ensure client is versed on self-service options Required Qualifications, Capabilities and Skills * Minimum 7 years' experience in Cash Management/Treasury Services or related business experience * Excellent relationship management and business development/sales skills * Excellent/strong selling and negotiation skills * Excellent/strong verbal and written communication skills; Excellent/strong presentation skills * Maintain strong time management, organizational and planning skills * Strategic thinking skills Preferred qualifications, capabilities and skills * Bachelor's Degree in Finance or related field * Certified Treasury Professional certified, or has ability to obtain certification

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management Consultant Senior? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence. As a Cash Management Consultant Senior within our Business Banking team, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk. **Job Responsibilities:** + Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results - Individually and as a Team + Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bank + Leverage's knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified + Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers + Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs + Engages in a disciplined relationship development process and manages quality call activities. Leverage's prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas + Leads new client journey end-to-end; Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables. Leverage digital tools to ensure client is versed on self-service options **Required Qualifications, Capabilities and Skills** + Minimum 7 years' experience in Cash Management/Treasury Services or related business experience + Excellent relationship management and business development/sales skills + Excellent/strong selling and negotiation skills + Excellent/strong verbal and written communication skills; Excellent/strong presentation skills + Maintain strong time management, organizational and planning skills + Strategic thinking skills **Preferred qualifications, capabilities and skills** + Bachelor's Degree in Finance or related field + Certified Treasury Professional certified, or has ability to obtain certification Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management Consultant Senior? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence. As a Cash Management Consultant Senior within our Business Banking team, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk. Job Responsibilities: Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results - Individually and as a Team Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bank Leverage's knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs Engages in a disciplined relationship development process and manages quality call activities. Leverage's prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas Leads new client journey end-to-end; Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables. Leverage digital tools to ensure client is versed on self-service options Required Qualifications, Capabilities and Skills Minimum 7 years' experience in Cash Management/Treasury Services or related business experience Excellent relationship management and business development/sales skills Excellent/strong selling and negotiation skills Excellent/strong verbal and written communication skills; Excellent/strong presentation skills Maintain strong time management, organizational and planning skills Strategic thinking skills Preferred qualifications, capabilities and skills Bachelor's Degree in Finance or related field Certified Treasury Professional certified, or has ability to obtain certification

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Analytics Consultant within PNC's Internal Audit organization, you will be based in PNC's footprint at a location listed on this requisition. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Leverages analytical tools to provide business and technical expertise for the analytics process, tools and applications for a business function or business unit to create data driven solutions. * Recommending appropriate performance measures to be produced including lifts, efficiencies, confidence intervals, and other statistical metrics. * Analyzing and processing data, building and maintaining models and report templates, and developing dynamic, data-driven solutions. * Providing business clients with detailed, actionable reports documenting the findings from, data processing, and data analysis. * Consulting on using business intelligence data for predictive analytics and facilitating implementation of new tools and data marts. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Analytical Thinking, Business Intelligence (BI), Concept Development, Data-Driven Decision Making, Data Integration, Market Research, Performance Metrics, Qualitative Research, Strategic Planning Competencies Analytical Thinking, Business Acumen, Business Analytics, Consulting, Decision Making and Critical Thinking, Effective Communications Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $68,000.00 - $105,800.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/09/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

The IT Business Senior Analyst is an intermediate-level position responsible for liaising between business users and technologists to exchange information in a concise, logical and understandable way in coordination with the Technology team. The overall objective of this role is to contribute to continuous iterative exploration and investigation of business performance and other measures to gain insight and drive business planning. Responsibilities: Formulate and define systems scope and objectives for complex projects and foster communication between business leaders and IT Consult with users and clients to solve complex system issues/problems through in-depth evaluation of business processes, systems and industry standards and recommends solutions Support system change processes from requirements through implementation and provide input based on analysis of information Consult with business clients to determine system functional specifications and provides user and operational support Identify and communicate risks and impacts, considering business implications of the application of technology to the current business environment Act as advisor or coach to new or lower level analysts and work as a team to achieve business objectives, performing other duties and functions as assigned Has the ability to operate with a limited level of direct supervision. Can exercise independence of judgement and autonomy. Acts as SME to senior stakeholders and /or other team members. 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: 5-8 years of relevant experience Experience in data analysis with intermediate/advanced Microsoft Office Suite skills Proven interpersonal, data analysis, diplomatic, management and prioritization skills Consistently demonstrate clear and concise written and verbal communication Proven ability to manage multiple activities and build/develop working relationships Proven self-motivation to take initiative and master new tasks quickly Demonstrated ability to work under pressure to meet tight deadlines and approach work methodically with attention to detail Education: Bachelor's degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Technology ------------------------------------------------------ Job Family: Business Analysis / Client Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Irving Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $87,360.00 - $131,040.00 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: Nov 20, 2025 ------------------------------------------------------ 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.

Your Opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities* is located in our Westlake, TX campus At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future. Members of the Wealth Management Coaching & Consulting Team play a critical role in enhancing the branch network's client engagement skills. The Wealth Management Coach & Consultants (WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab's Modern Wealth Management experience. WMCCs influence branch employees through targeted coaching and development in 5 areas of focus: * Improving efficiency and effectiveness * Enhancing client interactions and engagement skills through Schwab's EDGE sales process * Highlighting how to bring to bear financial planning concepts, tools, and dialogue adeptly * Showcasing appropriate wealth management strategies and solutions for various client scenarios * Promoting a consistent adoption of Schwab's practice management standards What you have WMCCs are passionate about helping branch employees build their business by influencing and encouraging meaningful change and growth. Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention. * Comprehensive understanding of Wealth Management and effective client engagement skills * Must have the ability to formulate and teach efficient client engagement/sales process * Deep knowledge of brokerage, advised, and banking product/services * Extensive knowledge of Financial Planning * Exceptional customer focus, including ability to think in terms of customer experience/perspective * Strong competency and demonstrated passion for coaching and employee development * Demonstratable success executing & understanding initiatives aligned with the Company's strategic objectives for the business to expand market share and achieve a competitive advantage * Keen business judgment and ability to effectively make trade-offs in business decision making process and manage risk * Data-curious to leverage key metrics to identify trends which helps create tactical action plans to drive results in a sales environment * Ability to inspire organization change/growth * Strong organizational, collaboration, and partnership skills * Excellent verbal and communication skills * High degree of flexibility and comfort managing competing priorities * Superior skills with MS Excel and PPT Additional requirements for role: * BA/BS required, MBA a plus * FINRA Series 7 and 66 required * Industry certifications (CIMA/CFP/CFA/CWS) preferred * Must have a minimum of 10-15 years in the financial services industry, including 7+ years of sales leadership experience * Typical travel is about 50% of the time for supervision and meetings * Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity. This is a summary only and duties and responsibilities may be changed from time to time, or over time. This position covers National Branch teams in Westlake, Austin, Omaha, and Orlando In addition to the salary range, this role is eligible for bonus or incentive opportunities.

**Your opportunity** **In addition to a base salary, this role is also eligible for bonus or incentive opportunities*** is located in our Westlake, TX campus** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future. Members of the Wealth Management Coaching & Consulting Team play a critical role in enhancing the branch network's client engagement skills. The Wealth Management Coach & Consultants (WMCCs) primary role is developing branch employees through coaching and consulting to promote Schwab's Modern Wealth Management experience. WMCCs influence branch employees through targeted coaching and development in 5 areas of focus: · Improving efficiency and effectiveness · Enhancing client interactions and engagement skills through Schwab's EDGE sales process · Highlighting how to bring to bear financial planning concepts, tools, and dialogue adeptly · Showcasing appropriate wealth management strategies and solutions for various client scenarios · Promoting a consistent adoption of Schwab's practice management standards **What you have** WMCCs are passionate about helping branch employees build their business by influencing and encouraging meaningful change and growth. Following a consultative process, the WMCC team determines and implements effective strategies/tactics which enhance consultant skill development, enhance client outcomes, and accelerate market growth and retention. · Comprehensive understanding of Wealth Management and effective client engagement skills · Must have the ability to formulate and teach efficient client engagement/sales process · Deep knowledge of brokerage, advised, and banking product/services · Extensive knowledge of Financial Planning · Exceptional customer focus, including ability to think in terms of customer experience/perspective · Strong competency and demonstrated passion for coaching and employee development · Demonstratable success executing & understanding initiatives aligned with the Company's strategic objectives for the business to expand market share and achieve a competitive advantage · Keen business judgment and ability to effectively make trade-offs in business decision making process and manage risk · Data-curious to leverage key metrics to identify trends which helps create tactical action plans to drive results in a sales environment · Ability to inspire organization change/growth · Strong organizational, collaboration, and partnership skills · Excellent verbal and communication skills · High degree of flexibility and comfort managing competing priorities · Superior skills with MS Excel and PPT Additional requirements for role: · **BA/BS required** , MBA a plus · **FINRA Series 7 and 66 required** · Industry certifications (CIMA/CFP/CFA/CWS) preferred · Must have a minimum of 10-15 years in the financial services industry, including 7+ years of sales leadership experience · Typical travel is about 50% of the time for supervision and meetings · Position must reside in the region they cover, with potential to be located in a branch or corporate site based on capacity. This is a summary only and duties and responsibilities may be changed from time to time, or over time. **This position covers National Branch teams in Westlake, Austin, Omaha, and Orlando** In addition to the salary range, this role is eligible for bonus or incentive opportunities. **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.