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Business Management Analyst jobs at J.P. Morgan - 807 jobs

  • Hybrid Transactions Analyst

    Harbourvest Partners (U.K.) Limited 4.5company rating

    Boston, MA jobs

    A global private markets firm is seeking an experienced Analyst to join their Transactions team in Boston. This hybrid role involves supporting the investment function, coordinating documentation, and ensuring compliance across multiple teams. The ideal candidate is exceptionally organized, detail-oriented, and proficient in Microsoft Office. With a competitive salary range of $70,000 - $90,000 and additional benefits, this position offers opportunities for growth in a collaborative environment. #J-18808-Ljbffr
    $70k-90k yearly 5d ago
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  • Global Head of Enterprise Risk (Hybrid)

    Cambridge Associates LLC 4.8company rating

    Boston, MA jobs

    A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr
    $117k-152k yearly est. 5d ago
  • Process Analyst Strategy & Process Improvement

    City National Bank 4.9company rating

    Newark, DE jobs

    *PROCESS ANALYST S&PI* WHAT IS THE OPPORTUNITY? This position is responsible for supporting the team in gaining in-depth understanding of strategy, organizations, processes, and roadmaps to provide tactical and strategic solutions. The role partners across multiple functions (Business Owners, Process Owners, SMEs, Product Owners, Controls, 2LOD, Technology, etc.) to identify requirements in the design of new processes, operating models, or solutions. This role also supports the team in execution from concept through change implementation and adoption, requiring strong written and verbal communications and project management skills to communicate insights, recommendations, and progress. This role requires comfort with moderately complex to complex issues, processes, and projects, as well as ability to independently drive output for team's feedback. WHAT WILL YOU DO? * Reviewing, researching, and documenting current state processes, org structures, workflows, and supporting toolsets * Sourcing, analyzing, and interpreting data to provide summary information and insights * Analyzing processes understand key metrics and identify improvement opportunities * Leveraging process improvement best practices to meet requirements and desired outcomes, with associated metrics/measurement * Assisting with designing solutions with more in-depth problem solving - understanding client outcome, E2E process, root cause analysis, requirements development, future state operating model design * Independently leading discussions and meetings with stakeholders to obtain consensus * Emerging ability to own a workstream and manage more senior stakeholders, including articulating recommendations and thought-process * Supporting execution and rollout/implementation of changes, including working with SMEs on communication and training plans * Developing presentations, executive summaries, process flows, requirements, and project status reports * Other management and project support or reporting WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 3-5 years of relevant experience in financial services or banking industry * Lean Six Sigma Green Belt or equivalent *Additional Qualifications* * Proficient with left hand side, less support + * Process analysis; exposure to Lean Six Sigma * Familiarity with Agile/Scaled Agile (SaFE) practices * Proficient in project management, stakeholder management, and related reporting *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $79k-126.1k yearly 3d ago
  • Principal Process and Business Analyst

    Technology Credit Union 3.8company rating

    San Jose, CA jobs

    The Principal Process and Business Analyst plays a critical role in shaping Technology Credit Union's (Tech CU) enterprise approach to process optimization, knowledge management, business requirements, and user acceptance testing governance. This role serves as the functional owner for Tech CU's process catalog and knowledge management strategy, ensuring that Tech CU's people, processes, systems, and data are aligned to deliver efficient, member-centric services. The incumbent acts as a bridge between business stakeholders, technical teams, and vendors, and helps shape solutions that improve operational performance, enhance knowledge sharing, and create a culture of continuous learning and innovation. Responsibilities Essential Duties Enterprise Knowledge Management (KM) Maintains and enhances the enterprise process catalog in partnership with the lines of business and the enterprise risk management team. Participates in KM Strategy discussions, vendor evaluations, RFP processes, and contract negotiations including providing requirements and evaluation criteria. Designs, implements, and maintains a KM framework that captures, organizes, and makes business policies, procedures, job aids, FAQs, and best practices are centrally available, well-maintained, and consistently adopted. Partners with IT and vendor teams to integrate KM systems with chatbots, member self-service portals, and employee tools, ensuring a seamless experience across channels. Establishes governance for KM content lifecycle (creation, approval, versioning, archiving) and drives adoption across departments. Defines and tracks KM KPIs (usage, adoption, accuracy, and impact on member/employee efficiency). Business Analysis & Requirements Governance Contributes to the business requirements lifecycle, establishing enterprise standards for elicitation, documentation, traceability, and sign-off. Oversees requirements for assigned projects, ensuring alignment with enterprise goals, business owner needs, and agile project management frameworks. Serves as the enterprise liaison between business stakeholders, IT, and vendors, ensuring requirements translate into effective solutions. Governs and maintains Tech CU's repository of business requirements, UAT artifacts, and process documentation. User Acceptance Testing (UAT) Oversight Participates in defining Tech CU's UAT governance framework and measure its effectiveness, including test planning, script creation, execution oversight, defect triage, and sign-off. Owns the UAT for assigned projects. Process Optimization & Continuous Improvement Applies methodologies such as Lean, Six Sigma, and value stream mapping to identify inefficiencies, streamline workflows, and improve member and employee experiences. Program-manages company-wide process improvement opportunities and related efforts. Supports business units in defining process KPIs, measuring outcomes, and embedding continuous improvement practices into daily operations. Work Schedule Full-time; typically, 40+ hours/week Flexible within core business hours, Pacific Time, M-F Occasional extended early morning or late evening hours, and weekends, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: B.S. Degree in Business, Project Management, MIS, Computer Science, or related area (or equivalent experience). Experience: 8+ years in business analysis, knowledge management, or process improvement roles. 5+ years designing and implementing knowledge management frameworks or platforms. 5+ years leading requirements management and UAT governance across complex projects. 3+ years applying process improvement methodologies, such as Lean, Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control), and value stream mapping. Familiarity with financial institution operations and systems is strongly preferred. Knowledge/Skills/Abilities: Advanced expertise in knowledge management frameworks and content governance models. Strong business analysis and process modeling skills; able to translate complex needs into actionable solutions. Advanced facilitation, communication, and presentation skills across all organizational levels. Strong proficiency with Business Analysis (BA) and UAT tools (JIRA, Confluence, ALM, SharePoint, KM platforms). Solid familiarity with change management methodologies, such as ADKAR (Awareness, Desire, Knowledge, Action, Reinforcement) and Kotter, to drive adoption. Strong analytical skills to measure process impact and knowledge usage. Comfortable managing vendors, platforms, and external consultants. Strong knowledge of SDLC (Software Development Life Cycle) and agile practices to align process and knowledge requirements with development cycles. Strong analytical skills to quantify process impacts and measure knowledge usage. Solid ability to coach and mentor colleagues on process improvement and knowledge management best practices. Licensing/Certifications: Lean Six Sigma certification (Green or Black Belt preferred). Knowledge Management or Process Excellence certifications (e.g., APQC, AIIM) a plus. CBAP, PMI-PBA, or ISTQB certification a plus. Travel: May be required to periodically attend offsite training, meetings or events, typically with advance notice. Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Typical office environment with frequent sitting, walking and standing. Ability to sit ~85% of the day. Ability to keyboard and read computer screen for ~65% of the time during which one is seated. Ability to work 40 hours per week with some weeks requiring extra hours, including weekends and evenings, to complete projects (if required). EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 108 Salary Range: minimum-$132,000, midpoint-$160,000, maximum-$188,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 15% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations
    $132k-188k yearly Auto-Apply 50d ago
  • Business Process Analyst

    United Community Bank 4.5company rating

    Greenville, SC jobs

    United Community is seeking a Business Process Analyst to play a strategic and operational role in designing and optimizing software applications that support our business units. This position will define how processes and functions need to evolve, partner with stakeholders to execute that vision, and ensure employees receive proper training and support. The role also manages key relationships with vendors and internal teams to maximize system capabilities and efficiency. What You'll Do Evaluate business needs and align application capabilities with strategic goals. Design workflows and business processes to illustrate current and future states. Partner with stakeholders to define lifecycle processes that support the Bank's strategy. Develop programmatic solutions for process improvements using RPA tools (e.g., Blue Prism, Nintex Foxtrot). Oversee projects and implementations related to assigned applications, including conversions, testing, and training. Ensure compliance with information security requirements and industry best practices. Collaborate with IT teams to maintain a stable and scalable application infrastructure. Manage vendor relationships and participate in user groups to influence development efforts. Stay informed on industry trends and potential applications that could benefit the Bank. Requirements For Success Bachelor's degree in Business, Information Technology, or related field preferred. DocuSign admin experience preferred 1-5 years of experience in IT, banking, or bank operations. Experience with banking core systems (e.g., Fiserv Premier) and application implementations/upgrades. Strong knowledge of deposit, loan, and general ledger accounting procedures. Proficiency in Microsoft Word, Excel, and PowerPoint. Experience in designing business processes, developing training/testing plans, and managing vendor relationships. Familiarity with RPA tools and ability to translate business needs into actionable technology solutions. Excellent project management, communication, and organizational skills. Ability to work effectively across all levels of the organization and adapt to changing priorities. Conditions of Employment Must be able to pass a background & credit check This is a full-time, non-remote position FLSA Status: Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.
    $55k-67k yearly est. Auto-Apply 5d ago
  • Business Process Analyst

    United Community Bank 4.5company rating

    Greenville, SC jobs

    United Community is seeking a Business Process Analyst to play a strategic and operational role in designing and optimizing software applications that support our business units. This position will define how processes and functions need to evolve, partner with stakeholders to execute that vision, and ensure employees receive proper training and support. The role also manages key relationships with vendors and internal teams to maximize system capabilities and efficiency. What You'll Do Evaluate business needs and align application capabilities with strategic goals. Design workflows and business processes to illustrate current and future states. Partner with stakeholders to define lifecycle processes that support the Bank's strategy. Develop programmatic solutions for process improvements using RPA tools (e.g., Blue Prism, Nintex Foxtrot). Oversee projects and implementations related to assigned applications, including conversions, testing, and training. Ensure compliance with information security requirements and industry best practices. Collaborate with IT teams to maintain a stable and scalable application infrastructure. Manage vendor relationships and participate in user groups to influence development efforts. Stay informed on industry trends and potential applications that could benefit the Bank. Requirements For Success Bachelor's degree in Business, Information Technology, or related field preferred. DocuSign admin experience preferred 1-5 years of experience in IT, banking, or bank operations. Experience with banking core systems (e.g., Fiserv Premier) and application implementations/upgrades. Strong knowledge of deposit, loan, and general ledger accounting procedures. Proficiency in Microsoft Word, Excel, and PowerPoint. Experience in designing business processes, developing training/testing plans, and managing vendor relationships. Familiarity with RPA tools and ability to translate business needs into actionable technology solutions. Excellent project management, communication, and organizational skills. Ability to work effectively across all levels of the organization and adapt to changing priorities. Conditions of Employment Must be able to pass a background & credit check This is a full-time, non-remote position FLSA Status: Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.
    $55k-67k yearly est. Auto-Apply 4d ago
  • Tech Process Improvement Analyst

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? The Tech Process Improvement Analyst works with departments across Technology and Innovation (T&I) to assess processes and apply Lean Six Sigma methodologies to improve the efficiency of technology processes, to drive achieving specific objectives of Cost Transformation within T&I. The Cost Transformation objectives include providing transparency into budgets, facilitating efficient management of spend, and demonstrating value to business stakeholders. WHAT WILL YOU DO? * Drive completion with documenting business processes - 20% * Coordinate the collection of data on documented business processes to establish baseline current state, including summarizing root causes of inefficiencies in current processes. - 20% * Complete and summarize analysis of data collected on business processes to identify root causes of inefficiencies in current processes and drive prioritization of improvements. - 20% * Develop, refine, and finalize solutions to identified root causes that drive inefficiencies in current state business processes, including process redesign with focus on sustainable improvement. - 20% * Design, refine, finalize, and implement key performance indicators to demonstrate implemented solutions are driving sustainable improvement, including designing management reporting and feedback loops. - 15% * Lead ad-hoc process analysis, in response to dynamic and changing business needs - 5% WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 4 years of business process improvement experience *Additional Qualifications* * Experience in financial services institutions preferred * Lean Six Sigma Black Belt preferred *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $77k-143k yearly 60d+ ago
  • Process Analyst Strategy & Process Improvement

    City National Bank 4.9company rating

    Phoenix, AZ jobs

    *PROCESS ANALYST S&PI* WHAT IS THE OPPORTUNITY? This position is responsible for supporting the team in gaining in-depth understanding of strategy, organizations, processes, and roadmaps to provide tactical and strategic solutions. The role partners across multiple functions (Business Owners, Process Owners, SMEs, Product Owners, Controls, 2LOD, Technology, etc.) to identify requirements in the design of new processes, operating models, or solutions. This role also supports the team in execution from concept through change implementation and adoption, requiring strong written and verbal communications and project management skills to communicate insights, recommendations, and progress. This role requires comfort with moderately complex to complex issues, processes, and projects, as well as ability to independently drive output for team's feedback. WHAT WILL YOU DO? * Reviewing, researching, and documenting current state processes, org structures, workflows, and supporting toolsets * Sourcing, analyzing, and interpreting data to provide summary information and insights * Analyzing processes understand key metrics and identify improvement opportunities * Leveraging process improvement best practices to meet requirements and desired outcomes, with associated metrics/measurement * Assisting with designing solutions with more in-depth problem solving - understanding client outcome, E2E process, root cause analysis, requirements development, future state operating model design * Independently leading discussions and meetings with stakeholders to obtain consensus * Emerging ability to own a workstream and manage more senior stakeholders, including articulating recommendations and thought-process * Supporting execution and rollout/implementation of changes, including working with SMEs on communication and training plans * Developing presentations, executive summaries, process flows, requirements, and project status reports * Other management and project support or reporting WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 3-5 years of relevant experience in financial services or banking industry * Lean Six Sigma Green Belt or equivalent *Additional Qualifications* * Proficient with left hand side, less support + * Process analysis; exposure to Lean Six Sigma * Familiarity with Agile/Scaled Agile (SaFE) practices * Proficient in project management, stakeholder management, and related reporting *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $79k-126.1k yearly 3d ago
  • Principal- Tax Small Business Advisory (SBA)

    Bonadio & Company LLP 4.1company rating

    Delaware, OH jobs

    We have tremendous opportunities for a Tax Principal to play a key role on our Small Business Advisory (SBA) team in Wilmington, Delaware. The Small Business Advisory team works primarily with small businesses where we can add value as an integral part of their internal accounting team. As part of our talented team of accountants, you will be contributing to the overall successful completion of client engagements. At The Bonadio Group we pride ourselves on developing quality-focused professionals who have the opportunity to continually learn, develop, and grow into well-rounded trusted advisors. You will have the opportunity to build strong professional relationships with clients, work in diverse client-service environments, effectively communicate and assist our clients in developing strategies to best service their business needs. Responsibilities: * Be responsible for developing and managing client relationships and to identify new business opportunities contributing to growth and development * Work with an engagement team to successfully service clients in multiple industries * Overall successful completion of client engagements: * Tax compliance, research, correspondence and planning * Develop an understanding of our client's business and aspects of their industry. * Review and prepare clear and concise working papers * Work on issues of diverse scope where analysis of a situation or data requires evaluation of a variety of factors, including an understanding of current business trends. * Develop effective working relationships with internal and external clients * Assist with development and retention of clients, including the ability to cross-sell services * Assist clients with special projects such as budgeting, cash flow projections and tax planning * Deliver projects/engagements on time, within budget and to client's satisfaction * Lead, train, and mentor staff inclusive of oversight on client engagements and providing evaluative feedback Required Qualifications: * A minimum of a bachelor's degree in accounting/related * CPA or EA certification * A minimum of seven years of relevant recent CPA firm experience * Proven ability to provide mentoring and leadership to team * Proven ability to develop and sustain business relationships for the purpose of increasing the firm's client base * Proficiency with Microsoft Office Suite inclusive of Teams and Outlook * Willingness and ability to travel as needed Hours Of Operation: * Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday * Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday * We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession. In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did! The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or *******************. EOE/AA Disability/Veteran
    $84k-108k yearly est. Auto-Apply 60d+ ago
  • Sr. IT Business Analyst

    Robert W. Baird & Co.Orporated 4.7company rating

    Milwaukee, WI jobs

    About the Role: This Senior BA role is ideal for someone who thrives at the intersection of creativity, curiosity, and collaboration. You'll be part of a dynamic, cross-functional agile team that values strong relationships and has a supportive culture. If you love a fast-paced environment, enjoy juggling a mix of initiatives, and feel energized from helping shape solutions, you'll feel right at home supporting Baird's Operations department. This hybrid role keeps you connected-with most of the team and stakeholders in our downtown Milwaukee office-while giving you the flexibility to work remotely 2-3 days a week. We're looking for someone who's passionate about understanding the “why” behind processes, eager to improve them, and not afraid to look beyond the obvious. If you're detail-oriented, prefer a kanban-style workflow over formal scrum, and enjoy working closely with teammates and stakeholders, this role is a great fit. You'll have the opportunities to bring clarity and craft elegant solutions- tackling ongoing challenges, creating meaningful impact for end users, and unlocking growth opportunities for yourself. This is a hybrid opportunity working 2-3 days/week in office at our Milwaukee, WI headquarters. The Impact You'll Make: Requirements Gathering Independently elicits functional & nonfunctional requirements using interviews, workflow analysis, requirements workshops, surveys, etc. to provide business process descriptions, business requirements, use cases, and user stories. Assess situations and appropriately applies advanced BA approaches and techniques to capture clear requirements. Develops analysis approach for medium to large/complex efforts. Lead and facilitate efforts to gather data requirements for projects, by partnering with business end-users as well as experts on our Data team. (SQL experience preferred.) Quickly develops an understanding of value streams and end-to-end processes, while looking for opportunities for improvement Connects day-to-day work, for self and team, to strategic outcomes and goals of the firm Able to work in ambiguous situations, with minimal guidance, and create an actionable plan Systems Analysis: Collaborate with project team members (developers, architects, QA, PM and product owners) to establish the technical vision and analyze tradeoffs between usability and performance needs. Independently and with the team develops visualizations and diagrams in support of analysis approach to aid stakeholders in understanding business and technical approach. Leads execution in partnership with Sr. team members and may mentor others. Quickly develops an end-to-end knowledge of technology environment and partners to understand business impacts Relationship Management: Builds trusting relationships and represents IT in strategic conversations between business partners and CRG leaders, with minimal guidance Identifies and resolves conflicting objectives/expectations between senior leaders, with minimal guidance Leads interactions with associates at all levels of the organization, including COOs and senior business leaders, with minimal guidance Navigates organizational complexities to drive decisions and achieve outcomes Quickly establishes a network throughout Baird and can leverage it to navigate complex situations Delivery Leadership: Recognizes the strategic business needs and leads the team, IT- and business- leadership to deliver business-impactful results Leads large and/or complex initiatives and helps coordinate organizational changes Effectively challenges and drives continuous improvement on immediate team and across the portfolio Solution Delivery: Effectively manages stakeholder expectations Leads and executes work using a variety of project methodologies (lean, agile, waterfall, iterative) based on project need with minimal guidance Identifies and manages project risks, issues, dependencies, and milestones in accordance with project need Collaborate with supported business units to define project milestones, requirements, and solutions Perform analysis of potential solutions against business requirements and financial impact to identify the best solution for the business. Facilitates project management role on small to medium size projects, ensuring the right capabilities are encompassed in the project team and scope. Quality Assurance: Supports quality assurance through collaboration with QA and project team validation. Act as a facilitator for User Acceptance Testing with the client, third party vendors, or other testers that use the product, leveraging acceptance criteria defined with the business partner. What You'll Bring to Baird: At least 7 years IT related experience including a minimum of 5 years Business Analysis experience Bachelor Degree in Computer Science, MIS, Business Administration, or Finance is preferred Two years serving as a Business Analyst in the financial industry is preferred Detail oriented and possess exceptional organizational, time management, and problem-solving skills. Strong communication and collaboration skills, ability to influence without authority including with senior business leaders Demonstrated success working in agile environments Proven ability to write clear business requirements, use cases, and user stories Understanding of data structures, data integration, and data warehousing is a plus but not required Experience with Microsoft products including Exchange Online, SharePoint Online, Microsoft Teams, One Drive, CoPilot and Office 365 is desired Able to work and grow in a fast-paced, team-oriented environment #LI-YA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $88k-117k yearly est. Auto-Apply 19d ago
  • Sr. IT Business Analyst

    Robert W. Baird & Co. Incorporated 4.7company rating

    Milwaukee, WI jobs

    About the Role: This Senior BA role is ideal for someone who thrives at the intersection of creativity, curiosity, and collaboration. You'll be part of a dynamic, cross-functional agile team that values strong relationships and has a supportive culture. If you love a fast-paced environment, enjoy juggling a mix of initiatives, and feel energized from helping shape solutions, you'll feel right at home supporting Baird's Operations department. This hybrid role keeps you connected-with most of the team and stakeholders in our downtown Milwaukee office-while giving you the flexibility to work remotely 2-3 days a week. We're looking for someone who's passionate about understanding the "why" behind processes, eager to improve them, and not afraid to look beyond the obvious. If you're detail-oriented, prefer a kanban-style workflow over formal scrum, and enjoy working closely with teammates and stakeholders, this role is a great fit. You'll have the opportunities to bring clarity and craft elegant solutions- tackling ongoing challenges, creating meaningful impact for end users, and unlocking growth opportunities for yourself. This is a hybrid opportunity working 2-3 days/week in office at our Milwaukee, WI headquarters. The Impact You'll Make: Requirements Gathering * Independently elicits functional & nonfunctional requirements using interviews, workflow analysis, requirements workshops, surveys, etc. to provide business process descriptions, business requirements, use cases, and user stories. * Assess situations and appropriately applies advanced BA approaches and techniques to capture clear requirements. * Develops analysis approach for medium to large/complex efforts. * Lead and facilitate efforts to gather data requirements for projects, by partnering with business end-users as well as experts on our Data team. (SQL experience preferred.) * Quickly develops an understanding of value streams and end-to-end processes, while looking for opportunities for improvement * Connects day-to-day work, for self and team, to strategic outcomes and goals of the firm * Able to work in ambiguous situations, with minimal guidance, and create an actionable plan Systems Analysis: * Collaborate with project team members (developers, architects, QA, PM and product owners) to establish the technical vision and analyze tradeoffs between usability and performance needs. * Independently and with the team develops visualizations and diagrams in support of analysis approach to aid stakeholders in understanding business and technical approach. * Leads execution in partnership with Sr. team members and may mentor others. * Quickly develops an end-to-end knowledge of technology environment and partners to understand business impacts Relationship Management: * Builds trusting relationships and represents IT in strategic conversations between business partners and CRG leaders, with minimal guidance * Identifies and resolves conflicting objectives/expectations between senior leaders, with minimal guidance * Leads interactions with associates at all levels of the organization, including COOs and senior business leaders, with minimal guidance * Navigates organizational complexities to drive decisions and achieve outcomes * Quickly establishes a network throughout Baird and can leverage it to navigate complex situations Delivery Leadership: * Recognizes the strategic business needs and leads the team, IT- and business- leadership to deliver business-impactful results * Leads large and/or complex initiatives and helps coordinate organizational changes * Effectively challenges and drives continuous improvement on immediate team and across the portfolio Solution Delivery: * Effectively manages stakeholder expectations * Leads and executes work using a variety of project methodologies (lean, agile, waterfall, iterative) based on project need with minimal guidance * Identifies and manages project risks, issues, dependencies, and milestones in accordance with project need * Collaborate with supported business units to define project milestones, requirements, and solutions * Perform analysis of potential solutions against business requirements and financial impact to identify the best solution for the business. * Facilitates project management role on small to medium size projects, ensuring the right capabilities are encompassed in the project team and scope. Quality Assurance: * Supports quality assurance through collaboration with QA and project team validation. * Act as a facilitator for User Acceptance Testing with the client, third party vendors, or other testers that use the product, leveraging acceptance criteria defined with the business partner. What You'll Bring to Baird: * At least 7 years IT related experience including a minimum of 5 years Business Analysis experience * Bachelor Degree in Computer Science, MIS, Business Administration, or Finance is preferred * Two years serving as a Business Analyst in the financial industry is preferred * Detail oriented and possess exceptional organizational, time management, and problem-solving skills. * Strong communication and collaboration skills, ability to influence without authority including with senior business leaders * Demonstrated success working in agile environments * Proven ability to write clear business requirements, use cases, and user stories * Understanding of data structures, data integration, and data warehousing is a plus but not required * Experience with Microsoft products including Exchange Online, SharePoint Online, Microsoft Teams, One Drive, CoPilot and Office 365 is desired * Able to work and grow in a fast-paced, team-oriented environment #LI-YA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $88k-117k yearly est. 3d ago
  • Business Analyst Intern (Summer 2026)

    Massmutual Ascend 4.3company rating

    Cincinnati, OH jobs

    As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers' unique needs - whether it's protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come. The Opportunity As a Business Analyst Intern, you will support senior business analysts and project teams in tasks such as gathering and documenting requirements, conducting data analysis, and helping with project documentation and communication. Job Responsibilities Assist with the elicitation and documentation of business requirements through interviews, surveys, and workshops: Participate in the creation and maintaining of detailed requirement documents, user stories, and process flows. Assist in collaborating with stakeholders to obtain and document functional and non-functional needs. Contribute to developing and maintaining a knowledge base of the customer's business processes, systems, and functions. Grow in understanding of process modelling, including the use of appropriate modelling tools, techniques, and standards. Assist the development team in breaking down features into user stories with acceptance criteria. Establish relationships with business partners, teammates, and other members of the IT organization. Perform other duties as assigned. Minimum Qualifications Entering at least 2nd year of higher education pursuing a degree in Computer Science or related field. Strong problem-solving skills. Ability to adapt to changes in priorities. Customer-service focus and quality orientation Self-motivated, takes initiative, and passionate about learning/trying new technologies. Sense of personal accountability. What to Expect As an intern, you'll have the opportunity to connect with other interns, managers and leaders at MassMutual Ascend while gaining hands-on experience in your area of focus. Focused one-on-one meetings with your manager. Ongoing opportunities for development and learning. Working in a fast-paced environment with available flexible work schedules. A place to grow your career in a culture that inspires, rewards and develops employees. Small company feel with a focus on meeting customer's needs today and also well into the future. Propose your own ideas on projects. #LI-MM1 Why Join Us. At MassMutual Ascend, our collaborative culture is key to our success. It's the reason we're a leading provider of annuities today, and it's the reason we'll continue rising to the top tomorrow. A career at MassMutual Ascend means you'll contribute to our mission of taking financial futures above and beyond - and you'll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community. MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer. We welcome all persons to apply. At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance..
    $45k-54k yearly est. Auto-Apply 20d ago
  • Lead Business Analyst, AI Strategy & Enablement

    T. Rowe Price 4.5company rating

    Maryland jobs

    External Description: T. Rowe Price is building a future where artificial intelligence transforms how we serve clients, manage investments, and run our business. As part of this journey, we are hiring a Lead Business Analyst to join the AI Strategy & Enablement team. This is a high-impact role for a structured, analytical thinker who can bridge business priorities and AI solutions. You'll play a critical role in shaping enterprise AI use cases-translating needs into opportunities, identifying delivery risks early, and supporting roadmap planning for scalable solutions. We're looking for someone with deep experience in business analysis or digital transformation, fluency in AI/ML concepts, and the ability to operate across business, data, and technology teams. Strong problem-solving, executive communication, and cross-functional leadership are essential. Responsibilities AI Use Case Shaping: Review and refine AI proposals submitted through intake channels by translating high-level ideas into well-structured use cases with clear business objectives, solution logic, and outcome definitions. Engage with stakeholders across business and technology to capture missing details and ensure submissions meet the standard required for prioritization and planning. Feasibility & Risk Assessment: Assess early-stage use cases for data availability, model risk, regulatory constraints, and implementation complexity. Partner with Compliance, Risk, Legal, and Technology to identify and address blockers that may impact delivery or value realization. Capability Mapping & Reuse: Evaluate whether proposed solutions can be addressed through existing AI capabilities, either proprietary or vendor-based. Maintain an active understanding of available solutions and support rationalization of the AI build-versus-buy landscape. Prioritization Support: Contribute to portfolio-level decision-making by assessing use cases across business impact, technical feasibility, complexity, and interdependencies. Provide structured inputs to prioritization and funding discussions to help focus resources on the highest-value opportunities. Financial Planning & Resourcing: Collaborate with Finance and domain leads to estimate cost-to-deliver and ongoing resource needs, including staffing, licensing, and vendor spend. Support early-stage business case development to inform enterprise planning and tollgate approvals. Roadmap Development: Help develop and sequence delivery roadmaps that reflect interdependencies, capacity constraints, and business urgency. Ensure roadmaps align to broader AI strategy and planning cadences, and are grounded in realistic delivery assumptions. Vendor Evaluation: Participate in vendor reviews, assess solution fit and integration feasibility, and support total cost of ownership analysis. Coordinate demo sessions and synthesize findings to inform vendor selection and onboarding. Cross-Functional Collaboration: Partner closely with strategy leads, product managers, data scientists, engineers, and risk partners to drive alignment, clarify requirements, and advance AI opportunities from intake through initial planning. Facilitate working sessions and ensure effective handoffs across stakeholders. Qualifications Required: Education & Experience: Bachelor's degree in business administration, management, computer science, or a related field AND 8+ years of experience in business analysis, digital transformation, or related roles, with exposure to Agile delivery and cross-functional project environments. AI & Data Literacy: Familiarity with AI/ML concepts (including generative AI and large language models) and their business applications. Quick to learn new technologies and assess their business relevance. Business Needs Translation: Proven ability to translate complex business needs into structured requirements and actionable specifications. Analytical Skills: Strong analytical and problem-solving capabilities, able to assess feasibility and trade-offs across data, process, and technical dimensions. Communication & Stakeholder Management: Excellent communication and stakeholder management skills. Adept at simplifying complex ideas and aligning cross-functional teams. Portfolio Planning Experience: Experience contributing to project portfolio planning or prioritization, including roadmap development, initiative evaluation, and business case support. Organizational Skills & Drive: Highly organized, detail-oriented, and self-directed. Capable of driving multiple initiatives in dynamic environments. Preferred: Advanced Education: Master's degree (MBA or equivalent). Additional credentials in data science, analytics, or technology are a plus. Industry Experience: Financial services or asset management experience, with familiarity in applying AI and data-driven solutions to industry challenges. Vendor & Tool Experience: Experience evaluating or implementing third-party AI/analytics platforms. Exposure to vendor management or proof-of-concept execution is beneficial. Professional Certifications: Relevant certifications such as CBAP, PMP, or Agile credentials (CSM, SAFe) are advantageous. FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: Lead Business Analyst, AI Strategy & Enablement Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $92k-116k yearly est. 60d+ ago
  • Sr. Business Data Consultant - Hybrid

    The Hartford 4.5company rating

    Hartford, CT jobs

    Sr Consult Bus Data Analysis - GA07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Actuarial Information Services department's Data Analysis Support team is looking for a skilled Sr. Business Data Consultant to join us. The ideal candidate will possess strong regulatory reporting knowledge and demonstrate excellent analytical and research abilities. Our team delivers statistical data from all P&C segments to both internal and external business customers. We support Enterprise Wide and Actuarial initiatives by providing expertise in data knowledge and statistical data capturing. This role is essential for ensuring timely and high-quality data reporting. To excel in this role, you will need exceptional communication skills, experience in data analysis, and strong SQL abilities to gather required statistical data from various data sources. You will engage with a diverse array of business customers, including external regulators, internal compliance teams, finance departments, and IT partners across the enterprise. This role will have a Hybrid work schedule, with the expectation of working in an office location (Hartford, CT) 3 days a week (Tuesday through Thursday). Responsibilities: + Oversee the entire process of data reporting, ensuring timely and effective communication with all stakeholders. + Conduct data analysis and profiling on premium and loss statistics + Work together with internal partners determine needs, gather requirements, and develop solutions for data assets and reporting + Collaborate with our technical team to guarantee that all provided statistical data meets or surpasses customer expectations + Offer support and consulting by addressing inquiries, investigating solutions to complex issues, and promoting open communication between multiple teams + Conduct root cause analysis on identified issues, providing assistance to resolve data quality problems. + Supports the upkeep of data mapping documents and other design artifacts that outline business requirements and transformation rules + Foster a positive work environment by exemplifying cultural values and encouraging others to promote collaboration, accountability, diversity, and continuous improvement. Qualifications: + Candidates must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position. + 6+ years of experience in business requirements or data analysis supporting the Insurance industry and data warehouse or reporting/analytic projects + Strong critical thinking skills and analytical ability + Proficient in industry standard querying tools + Proven ability to organize and manage multiple priorities in a timeline driven environment + Advanced business acumen with technical aptitude + Forward looking and focused on continuous improvement + Detail oriented with strong communication skills (both verbal and non-verbal) + Strong Insurance Product Knowledge Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $98,480 - $147,720 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (********************************************* Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day. About Us (************************************* Our Culture What It's Like to Work Here (************************************************** Perks & Benefits Legal Notice (***************************************** Accessibility Statement Producer Compensation (************************************************** EEO Privacy Policy (************************************************** California Privacy Policy Your California Privacy Choices (****************************************************** International Privacy Policy Canadian Privacy Policy (**************************************************** Unincorporated Areas of LA County, CA (Applicant Information) MA Applicant Notice (******************************************** Hartford India Prospective Personnel Privacy Notice
    $98.5k-147.7k yearly 39d ago
  • Sr. Business Data Consultant - Hybrid

    The Hartford 4.5company rating

    Hartford, CT jobs

    Sr Consult Bus Data Analysis - GA07AE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Actuarial Information Services department's Data Analysis Support team is looking for a skilled Sr. Business Data Consultant to join us. The ideal candidate will possess strong regulatory reporting knowledge and demonstrate excellent analytical and research abilities. Our team delivers statistical data from all P&C segments to both internal and external business customers. We support Enterprise Wide and Actuarial initiatives by providing expertise in data knowledge and statistical data capturing. This role is essential for ensuring timely and high-quality data reporting. To excel in this role, you will need exceptional communication skills, experience in data analysis, and strong SQL abilities to gather required statistical data from various data sources. You will engage with a diverse array of business customers, including external regulators, internal compliance teams, finance departments, and IT partners across the enterprise. This role will have a Hybrid work schedule, with the expectation of working in an office location (Hartford, CT) 3 days a week (Tuesday through Thursday). Responsibilities: Oversee the entire process of data reporting, ensuring timely and effective communication with all stakeholders. Conduct data analysis and profiling on premium and loss statistics Work together with internal partners determine needs, gather requirements, and develop solutions for data assets and reporting Collaborate with our technical team to guarantee that all provided statistical data meets or surpasses customer expectations Offer support and consulting by addressing inquiries, investigating solutions to complex issues, and promoting open communication between multiple teams Conduct root cause analysis on identified issues, providing assistance to resolve data quality problems. Supports the upkeep of data mapping documents and other design artifacts that outline business requirements and transformation rules Foster a positive work environment by exemplifying cultural values and encouraging others to promote collaboration, accountability, diversity, and continuous improvement. Qualifications: Candidates must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position. 6+ years of experience in business requirements or data analysis supporting the Insurance industry and data warehouse or reporting/analytic projects Strong critical thinking skills and analytical ability Proficient in industry standard querying tools Proven ability to organize and manage multiple priorities in a timeline driven environment Advanced business acumen with technical aptitude Forward looking and focused on continuous improvement Detail oriented with strong communication skills (both verbal and non-verbal) Strong Insurance Product Knowledge Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $98,480 - $147,720 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $98.5k-147.7k yearly Auto-Apply 16d ago
  • Business Analyst Intern - Spring 2026

    Axos Bank 4.5company rating

    Cincinnati, OH jobs

    Axos Bank Target Range: $20.00 - $21.50 Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. About This Job This internship requires working up to 29 hours per week during the spring at our Cincinnati, Ohio office. Join Axos Bank's Renewable Energy Team and gain hands‑on experience in the fast‑growing world of renewable energy finance. In this role, you'll work alongside industry professionals who originate and fund tax‑motivated equipment financing transactions, with a primary focus on PV solar projects. As an intern, you will support the team by preparing quarterly post‑funding production and kWh monitoring reports, while building a strong foundation in how transactions are priced from initial bid through final funding. You'll observe the full lifecycle of real deals, from competitive bid and award to closing within a dynamic, fast‑paced banking environment. This internship offers a unique opportunity to deepen your analytical skills, understand the mechanics of renewable energy project finance, and gain exposure to seasoned experts who are actively shaping the clean energy landscape. Assist Renewable Energy Team within Verdant Commercial Capital subsidiary of Axos Bank in three primary ways, with other duties as assigned: * Track transaction progress and updates via attending Pipeline Calls with developer/clients and inclusion in follow-up electronic and telephone communications with developer/clients as well as with Renewable Energy Team colleagues. * Learn the meaning and value of Verdant's kWh production reporting for the capital providers (including Axos Bank) who fund these renewable energy transactions. Initially assist with information gathering and ultimately learn to prepare and publish this important data set. * Become familiar with the industry standard SuperTrump tax lease pricing tool and understand the EBITDA models received from our developer clients which provide many of the inputs. The successful intern will progress to performing actual pricing activities during their tenure with the Renewable Energy Team. Requirements: * Ability to work in-person, part-time during the spring semester at our Verdant Commercial Capital Cincinnati office * Current college student * 3.0 GPA * Data Science, Finance, Econ, Accounting, Business Admin, or related degree Preferred Requirement: * College senior expected to graduate in May or June 2026 Axos Intern Benefits May Include: * Sick Leave * 401(k) Retirement Saving Plan with Employer Match Program * Free Access to Self-Directed Trading * Networking with Executives * Corporate Finance Institute Courses * Access to Onsite Gym and Walking Distance from UTC for San Diego Interns About Axos Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization. Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws. Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
    $20-21.5 hourly Auto-Apply 12d ago
  • Sr Front Office Technical Business Analyst (Multi Asset)

    T. Rowe Price 4.5company rating

    Baltimore, MD jobs

    External Description: The Front Office Enablement team (FOSE) team at T. Rowe Price is seeking an individual with relevant Technical Analyst experience in financial services/asset management who can operate independently as well as collaboratively with investments and technology teams providing analytics and data reporting support the Multi Asset Division. You will work closely with the Multi Asset business collaborating, consulting and translating their requirements and partnering closely with our technology partners and other asset classes to deliver the required outcomes. Role Summary An accomplished Technical Business Analyst is required to work within the Investments business to work on a range of strategic projects and initiatives that use technology to evolve existing front office processes, which will require both a deep understanding of Investment Management and experience of delivering front office technology projects. This person will partner and support the Investments business to understand and document the concepts and visions of their target state operating model and break it down into its constituent projects, consulting stakeholders and users across asset classes to refine and document the detailed requirements of each step and ensure they remain on the path to the end-vision. This person will serve as a sponsor for key feature delivery. Excellent communication skills and proven experience working with both business and technology teams, to ensure accurate capture of business requirements and evolution of these through development cycles, testing and implementation are critical. Some programming skills would be highly beneficial to the role (Python, SQL, R). The successful candidate will have industry perspective gained from the implementation of standard vendor and bespoke front office systems. Experience working collaboratively and seamlessly with technology teams and familiarity with technical concepts is essential. This person will be required to provide continual business insights to technology and provide effective transparency on project progress. You will be responsible for producing quality deliverables including business vision and requirements, testing artifacts and working collaboratively to provide key reviews and input to all technology artifacts. Responsibilities: Work collaboratively, with business and technology teams and other stakeholders across asset classes, to conduct analysis and produce detailed artifacts including requirements documents, testing artifacts and other documentation. Responsible for ensuring that business requirements are accurately understood by technology, adjusted if necessary and verified during the technology development process. Proactively work with the sponsors to identify, approve, and prioritize deliverables throughout the lifecycle of all projects Testing of all technology deliverables, identify issues and agree changes to be rectified prior to business engagement to ensure effective use of their time. Actively build SME knowledge across the front office's processes and systems to effectively represent Investments in a variety of projects and change forums to influence, hold to account and provide transparency. Qualifications Required: Typically, a BS or MS degree (or equivalent experience) and 5+ years of Front Office Investment Management technical business analysis / project management experience. Strong academics with a project management qualification being an advantage (PMP, Prince II etc.) Understanding of basic investment strategies Ability to produce business requirements documents and other detailed documentation in a major front office strategic program. Excellent problem-solving skills and being able to work with people across multiple locations. Ability to translate and simplify complex business and technical concepts. Ability to work well with people with varying technical, business and cultural backgrounds. Preparing and running senior executive level meetings / Experience of facilitating meetings with stakeholders to review and solve issues. Well organized and self-motivated with strong negotiation and influencing skills. Willingness to travel to our investment offices. Preferred: Experience supporting a Multi Asset team Some programming skills would be highly beneficial to the role (Python, SQL, R) FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work. City: State: Community / Marketing Title: Sr Front Office Technical Business Analyst (Multi Asset) Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $96k-122k yearly est. 60d+ ago
  • Lead Business Analyst - AI Experimentation

    T. Rowe Price 4.5company rating

    Randallstown, MD jobs

    External Description: We are seeking a Lead Business Analyst to join our AI Experimentation team. This role is ideal for a proven leader who combines deep technical expertise with a strong understanding of enterprise systems, organizational processes, and the ability to drive innovation from within. Role Summary As a Lead Business Analyst, you will be a technical thought leader and a hands-on problem solver, supporting our strategic assessment of vendor solutions for critical business demands desiring the latest technologies. You will serve as a bridge between research and business stakeholders, and will require a thorough working knowledge of all business areas and technical needs across the firm, helping shape the future of AI adoption and vendor-based solution delivery. Responsibilities Technical Understanding: you will be a leading subject matter expert on where AI capabilities lie internally and externally, where solutions exist, and where new ones are needed, and which tools should be pursued to maximize business value Drive end-to-end solution ideation and delivery, ensuring solutions move from idea to prototype to a production ownership team efficiently and securely. Thought Leadership & Innovation: you will help understand what is possible, what's been done, what's failed, and what's next Act as a trusted advisor on AI/ML tools, frameworks, and emerging technologies. Influence senior stakeholders by communicating the business value of AI solutions in a financial services context, and help them navigate to value efficiently and effectively. Organizational Integration Leverage a deep understanding of the firm's systems, processes, and governance to accelerate solution adoption. Partner with IT, data, compliance, and business units to ensure AI solutions align with enterprise standards and regulatory requirements. Act as a connector between technical teams and business stakeholders, ensuring solutions address real business needs. Mentorship & Team Development Mentor and coach business analysts to gain deeper AI-related technical understanding needed at the frontier of modern solution integration Help foster a culture of collaboration, innovation, and accountability within T. Rowe Price Labs. Qualifications Required: Bachelor's or Master's degree in Computer Science, Engineering, Applied Mathematics, or related fields such as systems or information science and 8+ years of relevant experience Demonstrated success understanding complex enterprise environments and driving process change and adoption Solution architecture design, implementation or analysis Ability to break down complex problems, and manage complexity in modeling Recognized for technical thought leadership and the ability to drive AI adoption across business and technology functions. Excellent communication and relationship-building skills, with the ability to influence senior leaders and collaborate across functions. Proven track record of guiding teams and aligning solutions with enterprise processes and standards. Preferred: Experience in financial services or other regulated industries. Familiarity with large language models (LLMs), generative AI, or NLP in financial contexts. Contributions to enterprise-wide technology initiatives, standards, or governance frameworks. FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to three days per week from home. City: State: Community / Marketing Title: Lead Business Analyst - AI Experimentation Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $92k-116k yearly est. 60d+ ago
  • Lead MarTech Business Analyst

    T. Rowe Price 4.5company rating

    Randallstown, MD jobs

    External Description: The Global Digital & Marketing Enablement Technology team is looking for a hands-on technical Lead Business Analyst to support our Marketing Technology products. Incumbents help drive solution definition, implement governance and business architecture standards, and ensure that work is in alignment with the overarching business and technical strategies. This role requires robust conceptual knowledge in your job discipline as well as a strong foundation in analytical thinking and paradigms. Do you have in-depth knowledge and expertise in your discipline and a working knowledge of related disciplines? Are you capable of leading a small team for projects or work streams? Are you a go-to resource for colleagues with less experience? If so, we encourage you to apply! Responsibilities Leads a team of technical business analysts within the Marketing Technology domain; helps nurture growth and personal development of the team You articulate business needs and translate them into technology solutions Help define and breakdown business needs for new and/or enhanced services, processes, or features for a portfolio of product teams Working closely with product owners and other stakeholders to ensure that all business requirements are understood, documented, and met Requires specialized knowledge and expertise in their own job discipline (MarTech) and deep experience in integrating related (Digital, Investment Product) disciplinary knowledge Leads disciplinary or multi-functional program of notable risk; uses sophisticated analytical methodologies to identify innovative solutions Leads the solution definition and assessment of highly complex or enterprise-wide business needs Works independently, with guidance in only the most complex situations Applies a lean-agile mind-set to work and supports organizational agility Acts as a trusted advisor to business partners, internally and externally, to understand their goals and objectives on a regular basis Understands and connects business strategy with technology strategy to recommend optimal solutions in partnership with enterprise architects and engineering managers Accountable for work of self and others; sets standards around which others will operate Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience You actively seek feedback and guidance to improve analytical and technical skills Demonstrates strong logic and reasoning capabilities Experience with technologies leveraged in the MarTech digital space (e.g. content management systems, design systems, campaign management platforms, etc.) is Prior experience in the Financial Services and Asset Management industries Preferred: Prior experience in the Financial Services and Asset Management industries FINRA Requirements FINRA licenses are not required and will not be supported for this role Work Flexibility This role is eligible for hybrid work, with up to three days per week from home City: State: Community / Marketing Title: Lead MarTech Business Analyst Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $92k-116k yearly est. 18d ago
  • Business Analyst - Jr. Consultant

    G&H International Services 4.6company rating

    Reston, VA jobs

    GH International is growing!! We are looking for highly driven Junior Business Analysts/Junior Consultants to join our team to supply business management support services that will oversee and support the development and deployment of a wireless telecommunications network, and its technology evolutions, in support of the public safety community. Contingent offers will be made based upon an award and expected start date of late September 2020. The work location will be in Reston, VA with some flexibility for remote work, depending on the client specific requirements and current COVID-19 pandemic. Must be eligible to work in the United States without any sponsorship now or in the future. Must be a US Citizen or Permanent Resident and eligible for a Public Trust clearance. Responsibilities include but are not limited to: Support development of strategies, programs, and plans. Provide project management support. Conduct background research for public safety, government, and industry. Support the development of meeting designs and plans. Supply meeting support-coordination, facilitation, meeting reporting, etc. Design meeting materials. Manage writing/editing schedules and action items. Develop meeting summaries and post in designated locations. Develop internal and external communication materials. Create templates and guidance documents to aid in strategic plan updates. Educational & Technical Requirements Bachelor's Degree in Public Safety Administration, Public Policy, Business, Accounting, IT, or any related field. Proficiency in MS Office 365 including Outlook, Word, Excel, PowerPoint, and Sharepoint. Online meeting, desktop sharing, and video conferencing software-including GoToMeeting, Zoom, and Cisco WebEx. Knowledge of creating organizational dashboards via Excel and Power BI. Ability to manage project schedules, action items, etc. Ability to handle multiple projects in a fast-paced environment. Excellent communication and analytical skills with the ability to communicate at an exceptional level across different delivery channels and platforms, including advisory, collaborative support, writing complex and logically concise technical reporting, and graphical presentation of complex concepts with clarity and insight. We are requesting a writing sample that demonstrates your writing ability and the use of graphics. Experience Requirements Minimum of 2 years of public safety experience-preferred experience with Public Safety Advisory Committees (PSAC) or communications, public safety telecommunications, and LTE technology to understand the client's environment and deliverables. Must be able to prove professional experience delivering high-quality strategy, guidance, process improvement, research reporting, analytics reports, and technology products or services. Proficient in research and analysis of technology and its impact on policy, business practices, and operations. Excellent communication and analytical skills with the ability to communicate at an exceptional level across different delivery channels and platforms, including advisory, collaborative support, writing complex and logically concise technical reporting, and graphical presentation of complex concepts with clarity and insight. For over 20 years G&H International Services has been working with federal, state, and local governments to help them address pressing and often urgent issues. To do this G&H has successfully developed programs, strategies, and technical approaches to help solve those issues in a way that is innovative and sustainable. This includes a specific focus on the application of geospatial technology to help visualize, question, analyze, and interpret data to understand relationships, patterns, and trends. While we have a large and varied body of work - including building programs and initiatives (see *********************** for some of them) our focus has always been helping communities and the nation deal with the myriad of challenges we all face by becoming smarter and more resilient. We are unique in our willingness to help our clients and partners connect with others addressing similar issues to enable more comprehensive solutions. We offer competitive benefits including health, dental, vision, group life insurance, employer-paid short and long-term disability, flex spending, PTO (less than 2 years of service annual accrual of 15 days and two to five years annual accrual of 20 days), 10 paid holidays, 401k, professional development reimbursement, and balanced work-life culture. G&H International is an Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual's race, color, religion, age, gender, sexual orientation, veteran status, disability, or natural origin.
    $80k-100k yearly est. 60d+ ago

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