Solutions Analyst jobs at Goldman Sachs - 89 jobs

A leading financial institution in New York is seeking an experienced Private Client Banker to manage client banking relationships. You will provide exceptional service, educate clients on digital banking solutions, and actively engage in acquiring new clients. A high school degree is required plus experience in financial services sales. This role expects a strong relationship-oriented approach and excellent communication skills, offering a dynamic work environment with development opportunities. #J-18808-Ljbffr

JobID: 210687103 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $142,500.00-$190,000.00; Jersey City,NJ $142,500.00-$190,000.00 As a Lead Solutions Analyst - Product Owner in Asset Management Technology working directly with the Global Real Estate business, you will play a central role in driving the success of our technical product delivery. JP Morgan Asset Management - Real Estate is one of the world's leading global real estate investment managers with over $80 billion of assets under management. The platform has more than 200 dedicated real estate professionals and over 45 years of experience managing institutional real estate. You will be joining a team of approximately 20 product and engineering individuals building industry leading tools across the real estate lifecycle. You will own and manage the development of proprietary products utilized by our business in support of a vast portfolio of real estate investments that include both equity and debt positions across all major asset classes as well as extended sectors. Your ability to understand applications, platforms, and products will position you as a key bridge between business, operations, and software developers. Utilizing advanced analytical reasoning and technical fluency, you will translate complex business requirements into well-structured and technically feasible solutions. You will make data-informed decisions and provide strategic insights to support key business initiatives. As a technical subject matter expert, you'll navigate ambiguity, manage change efficiently, and communicate effectively with diverse stakeholder audiences to ensure the highest quality and professionalism in service delivery. Job responsibilities * Shape the vision and execute on strategic technology initiatives for the real estate investment business * Lead the elicitation, documentation, and validation of business and data flow requirements, ensuring alignment with stakeholder expectations and technical feasibility * Demonstrate a proactive and curious approach to understanding and leveraging emerging AI technologies, regularly evaluating their applicability to real estate investment management and pursuing opportunities to deliver business value. * Develop and maintain comprehensive knowledge of industry trends, emerging technologies, and best practices to provide strategic guidance and innovative solutions for complex projects * Model the design and implementation of technical solutions, ensuring seamless integration with existing systems and infrastructure * Integrate technology solutions to enable scaling of the business while adhering to operating models and policies and procedures * Utilize advanced data analytics techniques to extract insights from large, diverse datasets, driving data-informed decision-making and supporting key business initiatives * Mentor and guide team members in the application of technical writing and analytical reasoning skills, fostering a culture of continuous learning and improvement Required qualifications, capabilities, and skills * 6-8+ years of relevant experience or equivalent expertise in solutions/business analysis, product management, or a related field * Strong track record of leading through change, navigating ambiguous situations, and managing dependencies in complex projects * Hands on experience working with business leaders to identify innovative solutions that meet business strategy and introduce a competitive advantage * Proven ability to apply technical fluency in current and relevant platforms, software tools, and technologies to drive innovative solutions * Excellent communication and interpersonal skills, with the ability to work effectively with diverse teams and stakeholders. Ability to drive consensus * Experience with Agile methodologies and ceremonies including usage of JIRA * Ability to manage multiple projects and priorities in a fast-paced environment * Experience implementing, operating, and customizing third-party tools * Think and act as an owner- feel accountable and dig in to drive desired business outcomes Preferred qualifications, capabilities, and skills * Knowledge of real estate investment management, commercial mortgage, and/or private lending is preferred * Vendor relationship management * Experience with solutions in real estate equity/debt market - representative examples include: * Investment Management Platforms: Yardi, Argus, Rock Port, Chatham * Market data providers: CoStar, RCA, Compstak, HelloData, MSCI * Proptech: VTS, Energy Management Solutions, etc. * Hands on experience with relevant tools * Database/Development: SQL Server, VS Code * Design/Modeling: Microsoft Visio, Lucid, Figma * Reporting/Analytics: Tableau, Excel (VBA) * Project Management/Collaboration: Monday.com, JIRA * Experience applying artificial intelligence (AI) or machine learning techniques to solve business problems, drive process improvements, or generate insights in real estate or financial services.

As a Lead Solutions Analyst - Product Owner in Asset Management Technology working directly with the Global Real Estate business, you will play a central role in driving the success of our technical product delivery. JP Morgan Asset Management - Real Estate is one of the world's leading global real estate investment managers with over $80 billion of assets under management. The platform has more than 200 dedicated real estate professionals and over 45 years of experience managing institutional real estate. You will be joining a team of approximately 20 product and engineering individuals building industry leading tools across the real estate lifecycle. You will own and manage the development of proprietary products utilized by our business in support of a vast portfolio of real estate investments that include both equity and debt positions across all major asset classes as well as extended sectors. Your ability to understand applications, platforms, and products will position you as a key bridge between business, operations, and software developers. Utilizing advanced analytical reasoning and technical fluency, you will translate complex business requirements into well-structured and technically feasible solutions. You will make data-informed decisions and provide strategic insights to support key business initiatives. As a technical subject matter expert, you'll navigate ambiguity, manage change efficiently, and communicate effectively with diverse stakeholder audiences to ensure the highest quality and professionalism in service delivery. **Job responsibilities** + Shape the vision and execute on strategic technology initiatives for the real estate investment business + Lead the elicitation, documentation, and validation of business and data flow requirements, ensuring alignment with stakeholder expectations and technical feasibility + Demonstrate a proactive and curious approach to understanding and leveraging emerging AI technologies, regularly evaluating their applicability to real estate investment management and pursuing opportunities to deliver business value. + Develop and maintain comprehensive knowledge of industry trends, emerging technologies, and best practices to provide strategic guidance and innovative solutions for complex projects + Model the design and implementation of technical solutions, ensuring seamless integration with existing systems and infrastructure + Integrate technology solutions to enable scaling of the business while adhering to operating models and policies and procedures + Utilize advanced data analytics techniques to extract insights from large, diverse datasets, driving data-informed decision-making and supporting key business initiatives + Mentor and guide team members in the application of technical writing and analytical reasoning skills, fostering a culture of continuous learning and improvement **Required qualifications, capabilities, and skills** + 6-8+ years of relevant experience or equivalent expertise in solutions/business analysis, product management, or a related field + Strong track record of leading through change, navigating ambiguous situations, and managing dependencies in complex projects + Hands on experience working with business leaders to identify innovative solutions that meet business strategy and introduce a competitive advantage + Proven ability to apply technical fluency in current and relevant platforms, software tools, and technologies to drive innovative solutions + Excellent communication and interpersonal skills, with the ability to work effectively with diverse teams and stakeholders. Ability to drive consensus + Experience with Agile methodologies and ceremonies including usage of JIRA + Ability to manage multiple projects and priorities in a fast-paced environment + Experience implementing, operating, and customizing third-party tools + Think and act as an owner- feel accountable and dig in to drive desired business outcomes **Preferred qualifications, capabilities, and skills** + Knowledge of real estate investment management, commercial mortgage, and/or private lending is preferred + Vendor relationship management + Experience with solutions in real estate equity/debt market - representative examples include: + Investment Management Platforms: Yardi, Argus, Rock Port, Chatham + Market data providers: CoStar, RCA, Compstak, HelloData, MSCI + Proptech: VTS, Energy Management Solutions, etc. + Hands on experience with relevant tools + Database/Development: SQL Server, VS Code + Design/Modeling: Microsoft Visio, Lucid, Figma + Reporting/Analytics: Tableau, Excel (VBA) + Project Management/Collaboration: Monday.com, JIRA + Experience applying artificial intelligence (AI) or machine learning techniques to solve business problems, drive process improvements, or generate insights in real estate or financial services. 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 **Base Pay/Salary** New York,NY $142,500.00 - $190,000.00 / year; Jersey City,NJ $142,500.00 - $190,000.00 / year

Job Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-12-12 York

Job Title: FX Execution Services - Client facing Product & Solutions Analyst Corporate Title: Associate Deutsche Bank's (‘DB') FX Execution Services team (‘FX ES') are recruiting for an electronic trading client service specialist to support the FX Digital Distribution franchise and Autobahn platform globally. The team are responsible for managing the requirements of DB's Foreign Exchange clients across a range of products, services and workflow solutions. Providing support for platform delivery, working with clients to resolve trading, orders and connectivity issues; testing and demonstrating new products / functionality are key areas to manage. FX ES support and directly engage with a broad range of clients globally; including Hedge Funds, Institutional and Corporate customers, Asset Managers, Pension Funds and Government Agencies. FX ES operate a global model from Australia, Singapore, Tokyo, UK, Germany and USA, with an emphasis on team collaboration across the global day. This involves working with Sales, Trading, Product and Technology, as well as external venues and vendors. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration Flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Client service: developing and managing relationships with external clients and vendors, supporting and solving for their FX service and execution needs. Partner with our global teams, sharing knowledge, building relationships, and putting client experience at the forefront Client support: First line pre & post trade investigation & issue resolution; Trade request, Pricing, Order management queries Outage management: Working with IT to restore connectivity, or provide alternate means of client execution, protecting the client Risk management: Effectively manage any incidental trade, client, credit, market and operational risk from clients eFX trading activity, including monitoring and managing trading flow for FIX DMA, algorithmic trading, proprietary trading applications and third-party trading offerings Product management: Partner with Sales, Trading and Technology to support successful development and implementation of new products/platform to service clients, delivering on local and global initiatives, individually as well as part of the global team, helping to facilitate growth of the e-business by championing innovative high value add activities Stakeholder management: Focus on client service, managing relationships FX Sales and Trading, as well as collaborating with our partners in Technology Skills You'll Need Strong work ethic with client centric and reliable team player mindset Ability to multi-task and keep clear, accurate status reports Keen learner with flexibility to adapt and grow within the role Relevant product experience in FX is advantageous but not strictly essential Favorable technical skills, (MS Excel or similar) Skills That Will Help You Excel Accurate, thorough and highly responsible with a good attention to detail. Excellent prioritization and time management skills Effective communication skills Demonstrate accountability and seeks aide from management when appropriate. Display insight and ability in identifying issues and contributes towards resolution Expectations It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $110,000 to $125,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at DB through the eyes of our current employees: *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************. #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

The Asset Servicing Intermediate Associate 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 sub-function/ 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:** + This role will manage reconciling and processing positions related to Corporate Action events + These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events + Develops client specific service solutions and maintains quality control + Performs multiple transactions of moderate complexity to achieve operating efficiency and a high level of productivity + Minimizes risk to the bank through the appropriate application of procedural requirements and adherence to audit and control policies + Participates in compliance related procedures and controls activities + Continuously looks for and designs business required documents to reduce the number of manual touch points to process payments + Works closely with peers and product to develop solutions that will enable team to meet the mission statements of the department and create dynamic MIS + Participates in system testing + Maintains awareness of product changes and system enhancements + Assists team member during periods of high volume work, provides back-up coverage, and performs other duties as assigned by supervisor + 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 + Related industry experience + Operational knowledge within Finance industry + Experience in other financial products outside of asset service will be advantageous + Proven experience working within a team environment a must + Excel, Word, Outlook, Access + Analytical and numerate, ability to research and resolve complex issues + Good written and verbal communication skills + Good lateral thinking & common sense **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Asset Servicing ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Getzville New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $55,440.00 - $77,360.00 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 25, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Asset Servicing Intermediate Associate 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 sub-function/ 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: This role will manage reconciling and processing positions related to Corporate Action events These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events Develops client specific service solutions and maintains quality control Performs multiple transactions of moderate complexity to achieve operating efficiency and a high level of productivity Minimizes risk to the bank through the appropriate application of procedural requirements and adherence to audit and control policies Participates in compliance related procedures and controls activities Continuously looks for and designs business required documents to reduce the number of manual touch points to process payments Works closely with peers and product to develop solutions that will enable team to meet the mission statements of the department and create dynamic MIS Participates in system testing Maintains awareness of product changes and system enhancements Assists team member during periods of high volume work, provides back-up coverage, and performs other duties as assigned by supervisor 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 Related industry experience Operational knowledge within Finance industry Experience in other financial products outside of asset service will be advantageous Proven experience working within a team environment a must Excel, Word, Outlook, Access Analytical and numerate, ability to research and resolve complex issues Good written and verbal communication skills Good lateral thinking & common sense Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Asset Servicing ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Getzville New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $55,440.00 - $77,360.00 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 25, 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.

Transaction Management Group - Analyst/Associate Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley is seeking a full-time front office/on-desk Transaction Manager to join its Structured Notes business that sits within the Institutional Equity Division, based in New York City. The candidate will act as a deal execution specialist, managing the front-to-back equity-linked Structured Note origination and distribution process and coordinating the interface across all internal and external counterparts. The candidate will preferably have prior legal or execution experience with Structured Notes and/or OTC Derivatives. The role will ideally leverage prior legal/execution experience to impact growth and business capabilities and create efficiencies in non-trading capacities. Primary Responsibilities Transaction Management - manage structured notes trade lifecycle (approvals, legal documentation, marketing materials, hedge documentation, settlement, lifecycle events) Central Trade Contact - key business partner accountable for collaboration across front office (treasury, sales, trading, structuring) and support functions (operations, controllers, legal, compliance, risk, tax, audit) to optimize, monitor and govern the business Collaborate on establishment and maintenance of business-related procedures/ policies and socialize best practices Streamline Business - streamline processes and create efficiencies (e.g document and optimize procedures, streamline approvals process, develop template documentation). Cost Reduction - lead cost reduction initiatives across the business Business Metrics / Trade Reporting - maintain and present business metrics / report trades on behalf of business Automation - initiate and oversee automation solutions to create business efficiencies Governance / Regulatory be a key member of related BU specific committees, playing a major role in governance, policy formation and formulation of firm positions/decision making in response to regulatory environment; present business / coordinating response to requests from various internal and external oversight entities New Products leverage product expertise and contacts to collaborate with traders/sales/structuring to develop new products and create customized solutions to meet specific client needs take lead on determining legal feasibility, non-market risk and cost analysis of new product implementation participate / manage new products approval process Skills required * Knowledge of structured notes and OTC derivative products and programs highly preferred * Strong communication skills and ability to work under pressure * Ability to work on multiple transactions with excellent attention to detail * Solid understanding of securities laws in the US * A balance of legal and commercial skills WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The Securities & Derivatives Associate Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities: Individual mapped to this job description is responsible for securities transaction processing execution Typically related to Securities Clearance Settlement and Derivative Operations This may include providing analytic support to traders and support review of derivative products Supports an expansive and or diverse array of products services Follows established procedures to identify problems related to securities and derivatives settlement that require investigation or research Assists in resolving problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents Delivers reports to satisfy management requirements, support control activities, and the launch of products services Provides assistance in the implementation of process improvements Minimizes risk to the bank through increased knowledge of procedural requirements - understands and monitors errors to adhere to audit and control policies. (incl. reconciliation, payment and other processing systems) Timely management and escalation of all requests inquiries issues errors, (mostly, but not limited to, post settlement) Demonstrates an intermediate level of understanding of products and processes, and of how duties relate integrate with others in the team and closely related teams Demonstrates an excellent knowledge of bank related systems Utilizes strong communication, interpersonal and diplomacy skills to interact with colleagues and stakeholders, and to exchange potentially complex sensitive information, while being sensitive to audience diversity 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: 0-2 years of experience working in Treasury Operations or Middle Office Good understanding of Treasury products, accounting and regulatory policies Ability to work in a structured, high volume, time sensitive, high risk and demanding environment Good analytical skills and positive attitude Knowledge of Macros Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Securities and Derivatives Processing ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Getzville New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $55,341.00 - $68,270.00 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 14, 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.

The Securities & Derivatives Associate Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. **Responsibilities:** + - Individual mapped to this job description is responsible for foreign exchange processing execution- Typically related to Foreign Exchange Operations- This may include providing analytic support to traders and support review of FX trades.- Follows established procedures to identify problems related to foreign exchange confirmation and settlement that require investigation or research- Assists in resolving problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents- Provides assistance in the implementation of process improvements- Minimizes risk to the bank through increased knowledge of procedural requirements - understands and monitors errors to adhere to audit and control policies. (incl. reconciliation, payment and other processing systems)- Timely management and escalation of all issues/discrepancies- Demonstrates an intermediate level of understanding of products and processes, and of how duties relate integrate with others in the team and closely related teams- Demonstrates an excellent knowledge of bank related systems- Utilizes strong communication, interpersonal and diplomacy skills to interact with colleagues and stakeholders, and to exchange potentially complex sensitive information, while being sensitive to audience diversity- 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:** + 0-2 years of experience working in Foreign Exchange Operations or related field + Ability to work in a structured, high volume, time sensitive, high risk and demanding environment + Good analytical skills and positive attitude + Good time management and organizational skills + Knowledge of Microsoft Office - ie Word, Excel, Outlook **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Securities and Derivatives Processing ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Getzville New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $55,341.00 - $68,270.00 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 14, 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 Data Integration Lead Analyst is responsible for facilitating / executing the day-to-day activities that support the execution, enablement and adoption of the Data Transformation Plan and/or support of use cases through collaboration with Functions, Regions and Lines of Business. An ability to work under pressure to meet tight deadlines, strong interpersonal skills and project management expertise are required. The role requires sound analytical skills to filter, prioritize and validate complex and dynamic material from various sources to support with business requirement documents, data issues and analysis. Responsibilities: * Manage relationships with key stakeholders across the organization, including the day-to-day execution activities and meetings * Examines and evaluates project status, including identifying potential risks and issues that need escalation or change and proposing solutions to project leads * Determines appropriateness, and guides revisions/refinement of presentation content and materials for Governance forums * Manage day-to-day activities related to the overall program / project, and associated dependencies. Allocate / coordinate work within team or project group * Support resolution of project issues by offering solutions to resolve complex problems, and by interpreting and advising on policies, guidelines or processes * Liaises with multiple Data teams/departments, and serve as subject matter for planning and analysis of project deliverables and processes * Independently conducts analysis and executes tasks that contribute to work streams focusing on broad range of data initiatives including data requirements, issues management, Data Quality rules, lineage, Data Governance and taxonomy * Develops and articulates business requirements and maps current and future state processes * Contributes tactically to strategic design and process improvement project implementation across lines of business and functions working with Technology and Operations and other support organizations * 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: * 6+ years experience of business analysis with historic success in shaping opportunities via conceptual thinking and abstract problem-solving capabilities * 6+ years experience with negotiation, influencing and stakeholder management skills across a variety of stakeholders at different levels * 4+ years of experience with Data analysis * 4+ years relevant experience in Banking or Finance preferred * Communicates effectively, develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences; able to drive consensus, and influence relationships at all levels * Collaborates effectively by building partnerships and working well with others to meet shared objectives * Experience in managing and implementing successful projects * Ability to be nimble and adjust priorities as needed * Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives * Familiarity with data concepts * Communicates effectively, develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences; able to drive consensus, and influence relationships at all levels * Regulatory experience is a plus Education: * Bachelor's/University degree or equivalent experience * * ----------------------------------------------------- Job Family Group: Data Governance * ----------------------------------------------------- Job Family: Data Integration * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $142,320.00 - $213,480.00 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 Change Management, Data Governance, Data Management, Data Quality, Emerging Tools and Technologies, Internal Controls, IT Implementation and Integration, Management Reporting, Program Management, Risk Management. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 19, 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.

The Data Integration Lead Analyst is responsible for facilitating / executing the day-to-day activities that support the execution, enablement and adoption of the Data Transformation Plan and/or support of use cases through collaboration with Functions, Regions and Lines of Business. An ability to work under pressure to meet tight deadlines, strong interpersonal skills and project management expertise are required. The role requires sound analytical skills to filter, prioritize and validate complex and dynamic material from various sources to support with business requirement documents, data issues and analysis. Responsibilities: Manage relationships with key stakeholders across the organization, including the day-to-day execution activities and meetings Examines and evaluates project status, including identifying potential risks and issues that need escalation or change and proposing solutions to project leads Determines appropriateness, and guides revisions/refinement of presentation content and materials for Governance forums Manage day-to-day activities related to the overall program / project, and associated dependencies. Allocate / coordinate work within team or project group Support resolution of project issues by offering solutions to resolve complex problems, and by interpreting and advising on policies, guidelines or processes Liaises with multiple Data teams/departments, and serve as subject matter for planning and analysis of project deliverables and processes Independently conducts analysis and executes tasks that contribute to work streams focusing on broad range of data initiatives including data requirements, issues management, Data Quality rules, lineage, Data Governance and taxonomy Develops and articulates business requirements and maps current and future state processes Contributes tactically to strategic design and process improvement project implementation across lines of business and functions working with Technology and Operations and other support organizations 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: 6+ years experience of business analysis with historic success in shaping opportunities via conceptual thinking and abstract problem-solving capabilities 6+ years experience with negotiation, influencing and stakeholder management skills across a variety of stakeholders at different levels 4+ years of experience with Data analysis 4+ years relevant experience in Banking or Finance preferred Communicates effectively, develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences; able to drive consensus, and influence relationships at all levels Collaborates effectively by building partnerships and working well with others to meet shared objectives Experience in managing and implementing successful projects Ability to be nimble and adjust priorities as needed Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives Familiarity with data concepts Communicates effectively, develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences; able to drive consensus, and influence relationships at all levels Regulatory experience is a plus Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Data Governance ------------------------------------------------------ Job Family: Data Integration ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $142,320.00 - $213,480.00 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 Change Management, Data Governance, Data Management, Data Quality, Emerging Tools and Technologies, Internal Controls, IT Implementation and Integration, Management Reporting, Program Management, Risk Management. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 19, 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.

The Data Integration Lead Analyst is responsible for facilitating / executing the day-to-day activities that support the execution, enablement and adoption of the Data Transformation Plan and/or support of use cases through collaboration with Functions, Regions and Lines of Business. An ability to work under pressure to meet tight deadlines, strong interpersonal skills and project management expertise are required. The role requires sound analytical skills to filter, prioritize and validate complex and dynamic material from various sources to support with business requirement documents, data issues and analysis. **Responsibilities:** + Manage relationships with key stakeholders across the organization, including the day-to-day execution activities and meetings + Examines and evaluates project status, including identifying potential risks and issues that need escalation or change and proposing solutions to project leads + Determines appropriateness, and guides revisions/refinement of presentation content and materials for Governance forums + Manage day-to-day activities related to the overall program / project, and associated dependencies. Allocate / coordinate work within team or project group + Support resolution of project issues by offering solutions to resolve complex problems, and by interpreting and advising on policies, guidelines or processes + Liaises with multiple Data teams/departments, and serve as subject matter for planning and analysis of project deliverables and processes + Independently conducts analysis and executes tasks that contribute to work streams focusing on broad range of data initiatives including data requirements, issues management, Data Quality rules, lineage, Data Governance and taxonomy + Develops and articulates business requirements and maps current and future state processes + Contributes tactically to strategic design and process improvement project implementation across lines of business and functions working with Technology and Operations and other support organizations + 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:** + 6+ years experience of business analysis with historic success in shaping opportunities via conceptual thinking and abstract problem-solving capabilities + 6+ years experience with negotiation, influencing and stakeholder management skills across a variety of stakeholders at different levels + 4+ years of experience with Data analysis + 4+ years relevant experience in Banking or Finance preferred + Communicates effectively, develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences; able to drive consensus, and influence relationships at all levels + Collaborates effectively by building partnerships and working well with others to meet shared objectives + Experience in managing and implementing successful projects + Ability to be nimble and adjust priorities as needed + Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives + Familiarity with data concepts + Communicates effectively, develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences; able to drive consensus, and influence relationships at all levels + Regulatory experience is a plus **Education:** + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Data Governance ------------------------------------------------------ **Job Family:** Data Integration ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $142,320.00 - $213,480.00 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** Change Management, Data Governance, Data Management, Data Quality, Emerging Tools and Technologies, Internal Controls, IT Implementation and Integration, Management Reporting, Program Management, Risk Management. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 19, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? This role sits within the Colleague Experience Group (CEG) in Business Quality & Operations and reports to the Manager - Strategic Initiatives within the Colleague Data Office. The Data Operations & Enablement Analyst acts as a central point of contact for colleague data requests across CEG and the broader enterprise, enabling efficient, compliant, and transparent delivery of colleague data and insights. The role works closely with data enablement, reporting and analytics, and governance teams to make sure requests are clearly defined, properly prioritized, completed as expected, and handled in line with company standards. In addition to day-to-day request management, this role plays a key part in improving how colleagues access and use data over time. This includes simplifying processes, reducing manual work, and expanding self-service data tools so teams can get what they need more easily. By partnering across teams and following strong governance practices, the analyst helps ensure colleague data is used appropriately while accelerating access to insights for faster, more informed business decisions. The successful candidate will be responsible for: * Managing colleague data requests from start to finish, including reviewing requests, setting priorities, assigning work, tracking progress, and closing requests when complete. * Acting as the main point of contact between data requestors, reporting and analytic teams, data enablement partners, and governance teams to ensure clarity on scope, timelines, and deliverables. * Maintaining clear and accurate documentation and status communications throughout the full life cycle of each data request. * Partnering with data governance and risk teams to ensure all data access, handling, and delivery adhere to American Express data standards, privacy requirements, access controls, and enterprise risk policies. * Monitoring and analyzing operational performance metrics (e.g., request volumes, turnaround times, service levels) to identify trends, risks, and opportunities for continuous improvement. * Identifying enhancement opportunities regarding how data requests are handled to simply processes, reduce manual steps, and make workflows more efficient. * Helping automate repeat tasks and supporting the rollout of self-service data tools that allow colleagues to access data more easily without manual effort. * Supporting training and change efforts to help colleagues understand and consistently use data request processes, tools, and governance practices across Enterprise. Minimum Qualifications * Demonstrated experience in data operations, analytics enablement, workflow coordination, or data request management within a regulated or enterprise environment. * Proven ability to manage end-to-end operational processes with a strong focus on accuracy, timeliness, and compliance. * Experience analyzing operational metrics and translating insights into process improvements or automation opportunities. * Strong organizational skills with the ability to manage multiple, concurrent workstreams and shifting priorities. * Detail-oriented and analytical with a passion for continuous improvement. * Proactive problem solver who identifies inefficiencies and drives solutions with minimal oversight. * Intellectual curiosity and willingness to quickly learn AMEX systems, data environments, and cross-functional dependencies. * Demonstrated "can-do" approach with the ability to operate effectively in ambiguous or unstructured environments, navigating uncertainty with resilience, sound judgment, and a bias toward action. * Strong customer service orientation with the ability to advocate for requestor needs while aligning to enterprise standards. * Strong written and verbal communication skills, with the ability to influence and collaborate across technical and non-technical stakeholders. Preferred Qualifications * Bachelor's degree in Information Systems, Business Analytics, Data Management, Operations Management, or a related field. * Familiarity with AMEX data sources and environments, enablement platforms, or self-service tools (e.g., big data platforms, internal dashboards). * Working knowledge of data governance principles, including data quality, access management, and privacy controls. * Proficiency in Microsoft Excel/Sheets for tracking and analysis and PowerPoint for executive-ready communications. * Prior experience supporting Human Resources or colleague-focused data domains. Salary Range: $78,000.00 to $124,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** * Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Be the driving force behind our AI transformation-join the Transformation Office as an Associate and turn data-driven insights into strategic impact across the firm. This role is the analytical foundation of our AI transformation. As an Associate in the Transformation Office, you are a critical member of the team, providing the analytical horsepower that underpins our strategic recommendations. You are a highly analytical and structured thinker with a passion for using data to solve complex business problems. Your primary mission is to turn ambiguity into structured insights. You will be responsible for gathering data, building analytical models, and developing the foundational analysis that the team uses to shape its strategy and advise senior leaders. Working on high-impact projects, you will apply a consulting toolkit to help reimagine the future of our Operations. This role is an excellent opportunity to have a firmwide impact while being mentored by senior leaders. **Job Responsibilities:** + Apply structured problem-solving to conduct quantitative and qualitative analysis, supporting the team's strategic priorities + Develop clear, well-structured presentation materials and analytical models that communicate the findings of your analysis to program leads and stakeholders + Support stakeholder interviews and workshops by preparing materials, capturing key notes, and working with business partners to execute follow-up requests + Develop an understanding of emerging technologies (e.g., AI/LLM, ML) to help identify innovative solutions for the business + Support multiple project workstreams, helping to track progress, manage deadlines, and proactively escalate issues as needed + Establish strong working relationships with colleagues and internal stakeholders across Operations, Technology, and the business to facilitate information gathering and analysis + Prepare for and participate actively in meetings, providing analytical support and ensuring key decisions and actions are captured **Required Qualifications, skills, and capabilities:** + 3+ years of experience with a premier strategy consulting firm, an internal corporate strategy team, or in a strategy role at a leading technology company + Demonstrated experience with a consulting toolkit, including a broad range of analytical tools and hypothesis-driven problem-solving approaches + Exceptional analytical and quantitative skills, with the ability to build models and work with complex data to drive insights + Strong client management and executive-level communication skills, both written and oral + A track record of high personal initiative, achieving challenging goals, and a focus on delivering results + Bachelor's degree in a quantitative field such as Economics, Finance, Math, or Engineering is required **Preferred Qualifications, skills, and capabilities:** + An MBA or an advanced business degree from a top-tier program is a plus. 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 **Base Pay/Salary** New York,NY $109,250.00 - $115,000.00 / year

JobID: 210663799 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $109,250.00-$115,000.00 Be the driving force behind our AI transformation-join the Transformation Office as an Associate and turn data-driven insights into strategic impact across the firm. This role is the analytical foundation of our AI transformation. As an Associate in the Transformation Office, you are a critical member of the team, providing the analytical horsepower that underpins our strategic recommendations. You are a highly analytical and structured thinker with a passion for using data to solve complex business problems. Your primary mission is to turn ambiguity into structured insights. You will be responsible for gathering data, building analytical models, and developing the foundational analysis that the team uses to shape its strategy and advise senior leaders. Working on high-impact projects, you will apply a consulting toolkit to help reimagine the future of our Operations. This role is an excellent opportunity to have a firmwide impact while being mentored by senior leaders. Job Responsibilities: * Apply structured problem-solving to conduct quantitative and qualitative analysis, supporting the team's strategic priorities * Develop clear, well-structured presentation materials and analytical models that communicate the findings of your analysis to program leads and stakeholders * Support stakeholder interviews and workshops by preparing materials, capturing key notes, and working with business partners to execute follow-up requests * Develop an understanding of emerging technologies (e.g., AI/LLM, ML) to help identify innovative solutions for the business * Support multiple project workstreams, helping to track progress, manage deadlines, and proactively escalate issues as needed * Establish strong working relationships with colleagues and internal stakeholders across Operations, Technology, and the business to facilitate information gathering and analysis * Prepare for and participate actively in meetings, providing analytical support and ensuring key decisions and actions are captured Required Qualifications, skills, and capabilities: * 3+ years of experience with a premier strategy consulting firm, an internal corporate strategy team, or in a strategy role at a leading technology company * Demonstrated experience with a consulting toolkit, including a broad range of analytical tools and hypothesis-driven problem-solving approaches * Exceptional analytical and quantitative skills, with the ability to build models and work with complex data to drive insights * Strong client management and executive-level communication skills, both written and oral * A track record of high personal initiative, achieving challenging goals, and a focus on delivering results * Bachelor's degree in a quantitative field such as Economics, Finance, Math, or Engineering is required Preferred Qualifications, skills, and capabilities: * An MBA or an advanced business degree from a top-tier program is a plus.

Be the driving force behind our AI transformation-join the Transformation Office as an Analyst and turn data-driven insights into strategic impact across the firm. This role is the analytical foundation of our AI transformation. As an Analyst in the Transformation Office, you are a critical member of the team, providing the analytical horsepower that underpins our strategic recommendations. You are a highly analytical and structured thinker with a passion for using data to solve complex business problems. Your primary mission is to turn ambiguity into structured insights. You will be responsible for gathering data, building analytical models, and developing the foundational analysis that the team uses to shape its strategy and advise senior leaders. Working on high-impact projects, you will apply a consulting toolkit to help reimagine the future of our Operations. This role is an excellent opportunity to have a firmwide impact while being mentored by senior leaders. Job Responsibilities: Apply structured problem-solving to conduct quantitative and qualitative analysis, supporting the team's strategic priorities Develop clear, well-structured presentation materials and analytical models that communicate the findings of your analysis to program leads and stakeholders Support stakeholder interviews and workshops by preparing materials, capturing key notes, and working with business partners to execute follow-up requests Develop an understanding of emerging technologies (e.g., AI/LLM, ML) to help identify innovative solutions for the business Support multiple project workstreams, helping to track progress, manage deadlines, and proactively escalate issues as needed Establish strong working relationships with colleagues and internal stakeholders across Operations, Technology, and the business to facilitate information gathering and analysis Prepare for and participate actively in meetings, providing analytical support and ensuring key decisions and actions are captured Required Qualifications, skills, and capabilities: 3+ years of experience with a premier strategy consulting firm, an internal corporate strategy team, or in a strategy role at a leading technology company Demonstrated experience with a consulting toolkit, including a broad range of analytical tools and hypothesis-driven problem-solving approaches Exceptional analytical and quantitative skills, with the ability to build models and work with complex data to drive insights Strong client management and executive-level communication skills, both written and oral A track record of high personal initiative, achieving challenging goals, and a focus on delivering results Bachelor's degree in a quantitative field such as Economics, Finance, Math, or Engineering is required Preferred Qualifications, skills, and capabilities: An MBA or an advanced business degree from a top-tier program is a plus.

The Reference Data Services Assoc 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: Responsible for opening and maintaining customer sub-accounts or product pricing setups, and actively ensuring that customer/product data details and settlement instructions across a variety of systems remain up to date. Liaises with other operational teams globally to ensure that a globally consistent model is followed with respect to this critical reference data. Ensures that statutory and regulatory obligations are met when new relationships with clients product/pricing sets are established. Verifies of all details of the client/product from a regulatory and control perspective for Institutional Client Accounts. Serves as escalation point for issues and complex processing. Involved in key projects for unit. Delivers project work daily and escalation management, routine and defined tasks, while developing knowledge of the broader context in which work is being performed. 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 Consistently demonstrates clear and concise written and verbal communication skills Proficient in Microsoft Office with an emphasis on MS Excel Self-motivated and detail oriented Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Operations - Services ------------------------------------------------------ Job Family: Reference Data Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Getzville New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $61,120.00 - $85,280.00 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 22, 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.

Client Onboarding is responsible for facilitating the establishment and maintenance of client relationship within the firm, including, but not limited to due diligence, supporting documentation, account opening and client configuration. Client Onboarding in Bangalore facilitates client due diligence along with the refresh of client static data within the framework of the Compliance requirements for the Global Banking & Markets. The group primarily manages the accuracy of Know Your Client data for new and existing accounts through direct communication from Clients, Agent Banks & Internal business units. As a member of Client Onboarding, the individual will be instrumental in improving the efficiency and accuracy of the account opening process and configuring clients for the firm's electronic trading business across all regions and products for institutional Client services. The individual will work closely with other members of Client Onboarding and Middle Offices, as well as technology, sales traders, and compliance. Interaction with external clients required (Operations counterpart). JOB SUMMARY AND RESPONSBILITIES The New Client Onboarding and Rolling Review teams are a key part of the Client On-boarding Team. The Client Due-Diligence manages the ‘Know Your Client' (KYC) checks of clients to meet Anti-Money Laundering requirements. The Rolling Review team refreshes information on selected client accounts to ensure that it remains accurate and current for AML Compliance obligations, offboard clients that are not adhering to regulatory obligations. Undertaking AML checks to ensure adherence to all Compliance policies, procedures and regulatory obligations. Responding promptly and knowledgeably to queries from clients, the business and other internal departments. Risk and issue identification and escalation. Assisting with identifying, defining and enhancing process efficiencies which will benefit COB. Participating in regular meetings with Management, Compliance and Quality Assurance to maintain strong relationships across the board. Participating in ad hoc onboarding projects as required. BASIC QUALIFICATIONS Ability to deliver as per deadlines. Adhere to risk and controls. Strong attention to detail. Strong communication and interpersonal skills written and oral ; Confident in interaction with all levels of employees. Energetic and capable of multi-tasking in a fast-paced environment. Excellent interpersonal skills and the ability to work effectively in a team-oriented setting, prioritize projects to meet tight deadlines. Forward thinking with the ability to assert new ideas and follow them through / finds alternative solutions and identifies clear objectives. Willing to continuously learn and stay updated on the changing policy requirements including industry developments related to AML. PREFFERED QUALIFICATIONS Prior experience in client onboarding process or KYC/AML and regulations knowledge beneficial. Capable of working to deadlines in a high volume, high-pressure environment while maintaining 100% accuracy and positive attitude. Ability to adapt to change and new challenges.