Market Analyst jobs at Lincoln Financial Group - 566 jobs
Quantitative Research & Analytics Analyst
Lincoln Financial Group 4.6
Market analyst job at Lincoln Financial Group
Alternate Locations: Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: will be considered/provided for this opportunity within our company guidelines. The Role at a Glance
We are excited to bring on a Quantitative Research & Analytics Analyst to join our Capital Markets team in Radnor, PA.
Background Details
As a Quantitative Research & Analytics Analyst, you will be responsible for consulting/analyzing and delivering on more complex assignments/projects for the team. You will act as a key resource regarding quantitative research, investment analytics, and risk management to internal/external stakeholders. You will generate investment portfolio analytics and enhance investment and reporting processes and capabilities. You will develop and interpret more complex investment analytics, quantitative investment models, and/or hedging strategies and reporting and deliver/results/presentations tailored for a wide variety of target audiences while ensuring industry standards are met. If this sounds like a role for you, please read on!
What you'll be doing
* You will maintain knowledge on current and emerging development/trend, assess the impact and collaborate with senior management to incorporate new trends and developments in current and future solutions. You will direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
* You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality. In addition, you will participate in and/or contribute to projects and other initiatives set by management as needed.
* You will develop, enhance, and implement tools, reports, and/or new solutions for analyzing portfolio positioning, investment risk, performance evaluation and attribution analysis.
* You will identify and execute process improvement and automation that significantly improve quality across the team, department and/or business unit.
* You will research, develop, implement and evaluate statistical or econometric based multi-asset/equity models, risk/volatility models, and systematic investment/trading strategies as needed to manage and monitor portfolio risks, returns and volatility.
* You will work with, evaluate, oversee, and due diligence of external quantitative asset managers/funds.
* You will identify and recommend hedging/risk management mechanisms that would enhance existing strategies.
* You will conduct more complex analysis of the risk and return profile of all major asset classes in which Lincoln invests. In addition, you will aggregate the risk of the entire portfolio and optimize overall risk/return profile of investment portfolio.
* You will develop and enhance investment analytic approaches & methodology to ensure data quality and effectively capture key risk factors in investment portfolio.
* You will advise management of risk factors and identify potential mitigation approaches.
* You will summarize findings and utilize appropriate data visualizations to share analyses and facilitate understanding for a wide range of technical and non-technical audiences.
* You will collaborate with key internal stakeholders, serving as resource on investment risk, to develop and deliver more complex investment analytics and reporting that meet the needs of various lines of business and customers.
What we're looking for
Must-have experience (Required):
* 4 Year/bachelor's degree (or equivalent) in a quantitative field (e.g. financial engineering, computer science, economics, finance, mathematics, data science/statistics, actuarial science, engineering, or related).
* 3 - 5+ years of experience in quantitative research, risk management, investments analytics and reporting, derivative pricing, and/or portfolio management directly aligned to the specific responsibilities for this role.
* Ability to communicate effectively (verbal/written).
* Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Nice-to have Experience (Preferred):
* Advanced degree (MFE, MSCF).
* Certifications: CFA, FRM, CAIA or progress towards one.
* Proficient programming skills in MATLAB or Python or R, VBA for Microsoft Office (Excel, PowerPoint etc.), and SQL.
* Experience in Morningstar, Bloomberg, Power BI / Tableau, or other financial software or scripting languages.
* Strong financial acumen, research & analytical skills, and understanding of capital markets and financial derivatives (futures, options).
* Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Application Deadline
Applications for this position will be accepted through February 15th, 2026, subject to earlier closure due to applicant volume.
What's it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What's in it for you:
* Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
* Leadership development and virtual training opportunities
* PTO/parental leave
* Competitive 401K and employee benefits
* Free financial counseling, health coaching and employee assistance program
* Tuition assistance program
* Work arrangements that work for you
* Effective productivity/technology tools and training
The pay range for this position is $79,601 - $145,100 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
Job Segment: Risk Management, Business Process, Analytics, Computer Science, CFA, Finance, Management, Technology
$79.6k-145.1k yearly 34d ago
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Research Analyst
Goldman Sachs Bank AG 4.8
San Francisco, CA jobs
Title: Associate - Equity Research, TMT-Media
Division: Global Investment Research
Job Function: Research Analyst
Salary Range: USD 150,000 - 225,000
From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed‑income, currency, and commodities markets, mining big data that enters markets around the world each day to identify game‑changing insights. You'll be part of a team that is intellectually curious, creative, analytical, and passionate about performing market research.
Job Summary and Responsibilities
Build strong industry knowledge of the Media, Cable, and Telecom sectors
Contribute to the generation and execution of investment ideas
Write reports/notes on companies under coverage
Communicate with the equities sales force and traders, clients and company managements
Interpret data and perform analysis on market, economic and technology trends
Qualifications
Bachelor's Degree in Finance, Economics, Accounting, or similar
3+ years experience in Sell Side or Buy side research
Experience covering technology sector-preferably Media
Strong financial modeling and analysis experience
Working knowledge of accounting, finance, and valuation
Ability to work in a fast‑paced, high‑energy environment
Comfortable taking initiative and being resourceful/entrepreneurial
Ability to multi‑task and work with numerous teams
About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Salary Range
The expected base salary for this San Francisco, California, United States-based position is $150,000-$225,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.
Vacation & Time Off
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care
We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Read more about the full suite of class‑leading benefits our firm has to offer.
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$150k-225k yearly 1d ago
Hedge Fund Research Analyst - Quant & Portfolio Monitoring
Callan 4.3
San Francisco, CA jobs
A leading investment consulting firm in San Francisco seeks a hedge fund investment analyst to conduct research and monitor hedge fund performance. The candidate will collaborate with a team to provide insights into hedge fund strategies and assist in presentations to clients. An ideal candidate will possess a bachelor's degree in finance or a related field, along with two years of related experience. A commitment to strong communication and client relationships is essential.
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$110k-169k yearly est. 1d ago
Senior Analyst, Equity Research - Cryptocurrency & Blockchain
Wedbush Securities 4.9
San Francisco, CA jobs
San Francisco, CA
Los Angeles, CA
Chicago, IL
Miami, FL
Charlotte, NC
Washington, DC
Nashville, TN
Austin, TX
Dallas, TX
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
Our award-winning Equity Research team is recognized as one of the nation\'s most respected providers of equity research, delivering in-depth, differentiated coverage across high information flows sectors. We are seeking an accomplished Senior Equity Research Analyst to build and lead our Cryptocurrency & Blockchain sector franchise. This is a unique opportunity to establish authoritative coverage in one of the market\'s most transformative and rapidly evolving sectors.
The Opportunity
This is a rare, career-defining opportunity to become a leading institutional voice in digital asset equity research. You will have the independence to define coverage of an emerging sector, the resources to build a premier team, and direct access to institutional clients hungry for rigorous, differentiated analysis in Cryptocurrency and Blockchain. If you have been seeking a platform that rewards original thinking in digital assets and provides the credibility to compete at the highest level, this is it.
We are looking for an analyst ready to establish the gold standard for institutional digital asset research; someone whose work will shape how sophisticated investors understand and allocate capital to this transformative sector.
Why This Role Is Unique
Pioneer Positioning in Institutional Crypto Research Digital assets are transitioning from speculative fringe to institutional asset class. This role offers the rare opportunity to establish authoritative, sell-side research coverage as the sector matures; positioning yourself as the expert institutional investors turn to first.
Platform Advantages
Credibility of an award-winning research platform combined with flexibility to build crypto coverage your way
Resources and infrastructure that mid-tier platforms can\'t match
Marketing reach that ensures your research lands with decision-makers at leading institutions
Regulatory compliance and legal infrastructure to cover crypto confidently
Intellectual Challenge
Analyze an emerging sector where differentiated insights genuinely matter
N avigate the intersection of technology, finance, regulation, and innovation
Build frameworks for valuing novel business models and protocols
Make calls that will define your career as digital assets reshape finance
Establish yourself as a go-to authority during a generational shift in financial markets
Build lasting relationships with the most innovative companies and investors in finance
Visibility across institutional investor community as crypto allocations increase
Compensation structure that rewards performance in a high-growth coverage area
What You Will Do
Establish and lead Cryptocurrency & Blockchain research coverage from a position of authority
Define your coverage universe across crypto infrastructure, exchanges, miners, DeFi, protocols, and blockchain applications
Create differentiated research that cuts through hype and provides institutional-grade analysis
Conduct rigorous, proprietary research on digital asset business models, tokenomics, and blockchain technology
Publish impactful, timely research that institutional investors depend on for crypto exposure decisions
Identify emerging trends, regulatory developments, and technological innovations before the market
Leverage our platform to become a recognized thought leader in institutional crypto coverage
Establish yourself as a trusted authority on crypto market structure, regulation, and adoption trends
Benefit from firm-wide visibility as digital assets gain mainstream institutional acceptance
Perform other tasks and duties as required and assigned
Experience and Skills
Bachelor\'s degree from an accredited university (Advanced degree, MBA, or CFA strongly preferred)
Deep expertise in Cryptocurrency, Blockchain technology, and digital asset markets
Substantial sell-side or buy-side Equity Research experience covering crypto, fintech, or related sectors strongly preferred
Alternatively: Crypto industry veterans, blockchain protocol experts, or digital asset fund professionals with demonstrable analytical capabilities
Understanding of both traditional financial analysis and crypto-native metrics (on-chain analytics, tokenomics, protocol economics)
FINRA Series 7, 86, and 87 licenses required
Track record of independent, differentiated research or investment decisions in digital assets
Fluency in blockchain technology, crypto market structure, DeFi, and Web3 ecosystems
Exceptional written and verbal communication abilities-you can translate complex crypto concepts for institutional audiences
Established network across crypto companies, protocols, exchanges, miners, and institutional investors
What We Offer
What Wedbush Offers You
As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
Comprehensive medical, dental, and vision coverage with multiple health plan options
Health Savings Account (HSA) with company-sponsored contributions
Flexible Spending Accounts (FSA) traditional and dependent care
401(k) Plan: competitive discretionary company matching and profit-sharing contributions
Tuition reimbursement ($5,250 max per year)
FINRA and Professional License Sponsorship
Charitable Donation Matching Contributions
Travel & Employee Assistance and Employee Discount Programs
Discretionary compensation based on the colleague\'s and the firm\'s performance
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $250,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague\'s and the firm\'s performance. At Wedbush, Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skillsets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
When you apply for a position with Wedbush, we collect certain information about you. Click here to learn what information we collect and what we do with it.
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$250k yearly 1d ago
Private Equity Summer Analyst - San Francisco
The Blackstone Group L.P 4.9
San Francisco, CA jobs
A leading global asset management firm is seeking a Summer Analyst for a 10-week in-person program in San Francisco. This role offers extensive exposure across the firm with responsibilities in investment research, financial analysis, and valuation modeling. Candidates must be undergraduate students with strong communication skills, a desire to work in teams, and a keen interest in finance. The firm promotes professional development and mentorship within its unique culture.
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$87k-125k yearly est. 1d ago
2027 Blackstone Private Equity Summer Analyst (San Francisco)
The Blackstone Group L.P 4.9
San Francisco, CA jobs
Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at . Follow @blackstone on , , and .**2027 Blackstone Private Equity Summer Analyst (San Francisco)****Employer**Blackstone **Job Title**Summer Analyst**Business Unit**Private Equity**Private Equity**With $158 billion of assets under management, Blackstone's corporate private equity business has been a global leader since 1985. We uncover value by identifying great companies and enhancing their performance by providing strategic capital and outstanding management talent. We aim to grow stronger enterprises, create jobs, and enable our portfolio companies to build lasting value for our investors, their employees and all stakeholders.**Program Description**Blackstone's Summer Analyst Program is a 10-week in-person experience, offering participants extensive exposure across the firm. This program provides Summer Analysts with valuable guidance through mentorship, continuous feedback, technical and soft skill training, networking opportunities with professionals across the firm, and the unique chance to fully immerse themselves in Blackstone's culture.**Job Description**Blackstone Capital Partners (BCP) offers Summer Analysts a unique opportunity to engage in the acquisition of large-cap and midsized companies across a variety of sectors. The investment process strengthens both the financial analysis toolkit of investment banking and the strategic thinking mindset of management consulting, resulting in a unique opportunity to enhance a well-rounded and comprehensive skill set in business.Summer Analysts at Blackstone are given similar responsibilities as a full-time analyst, with the opportunity to participate in all aspects of a given project and be staffed on several assignments at once. Summer Analysts can assume integral roles within their deal teams and will work directly with senior-level professionals. Summer Analysts are involved with the diligence, evaluation, structuring, and financing of transactions and regularly attend investment committee meetings, management sessions, and negotiations.**Responsibilities*** Investment research* Financial analysis, valuation, and LBO modeling* Industry and competitive analysis* Business diligence* Drafting of memoranda for internal and external use* Assistance in the execution and financing of transactions **Qualifications**Blackstone seeks to hire individuals who work well in a team-driven working group, are highly motivated, intelligent, and have sound judgment and demonstrated excellence in prior endeavors.In addition, the successful candidate must meet the following qualifications:* Strong verbal and written communication skills* A desire to work in a team environment with dynamic roles* A basic knowledge of accounting and finance (including financial modeling)* Highly motivated to find solutions independently* Sincere commitment to professional development* Excellent attention to detail* Intellectual curiosity To be considered for the 2027 Summer Analyst Program, applicants must meet the following criteria:* Currently enrolled as an undergraduate student* Anticipated graduation date: Fall 2027 - Spring 2028* Resume must include expected graduation month/year and GPA* Resume must be in PDF format If you do not meet these criteria, please see Blackstone's Careers website for other opportunities that may be available, including other entry level positions.San Francisco Applicants: Blackstone will consider for employment qualified applicants with arrest and conviction records, consistent with the San Francisco Fair Chance Ordinance.The duties and responsibilities described here are not exhaustive and additional assignments, duties, or responsibilities may be required of this position. Assignments, duties, and responsibilities may be changed at any time, with or without notice, by Blackstone in its sole discretion.**Expected annual base salary range:**$110,000 - $110,000Actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, qualifications and job location. For roles located outside of the US, please disregard the posted salary bands as these roles will follow a separate compensation process based on local market comparables. Additional compensation: Base salary does not include other forms of compensation or benefits offered in connection with the advertised role.Blackstone is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other class or status in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, transfer, leave of absence, compensation, and training. All Blackstone employees, including but not limited to recruiting personnel and hiring managers, are required to abide by this policy.If you need a reasonable accommodation to complete your application, please contact Human Resources at ************ (US), +44 (0)20 7451 4000 (EMEA) or +852 3656 8600 (APAC).Depending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following:* Attending client meetings where you are discussing Blackstone products and/or and client questions;* Marketing Blackstone funds to new or existing clients;* Supervising or training securities licensed employees;* Structuring or creating Blackstone funds/products; and* Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.Note: The above list is not the exhaustive list of activities requiring securities licenses and there may be roles that require review on a case-by-case basis. Please speak with your Blackstone Recruiting contact with any questions.You will not be eligible to participate in Blackstone's health and other insurance benefit programs.Please note that we use an AI resume screening tool to help with the initial review of applications. The tool helps us assess candidates based on skills, experience, and qualifications. The tool's scores are one of the factors we consider when deciding who moves to the next stage of the application process.To submit your application please complete the form below. Fields marked with a red asterisk \* must be completed to be considered for employment (although some can be answered "prefer not to say"). Failure to provide this information may compromise the follow-up of your application. When you have finished click Submit at the bottom of this form.
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$110k-110k yearly 1d ago
Summer Analyst - FICC & Equities Sales & Trading
Goldman Sachs Group, Inc. 4.8
San Francisco, CA jobs
A leading global investment firm in San Francisco is seeking a Summer Analyst for a dynamic internship program. This program lasts nine to ten weeks and provides students the opportunity to engage in real responsibilities and training with experienced professionals. Ideal candidates are pursuing a bachelor's or graduate degree with a strong interest in finance. The position offers a competitive salary of $110,000 and champions employee growth through diverse opportunities.
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$110k yearly 5d ago
Summer Analyst - FICC & Equities Sales & Trading
Goldman Sachs Group, Inc. 4.8
San Francisco, CA jobs
A leading financial services firm in San Francisco is offering a Summer Analyst position for students pursuing a degree. This nine to ten week internship includes training and real responsibilities alongside fellow interns. The firm emphasizes diversity, competitive benefits, and professional growth opportunities, ensuring a supportive environment for all interns. Candidates can apply to multiple business/location combinations, making it a flexible opportunity for aspiring finance professionals.
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$71k-101k yearly est. 2d ago
2027 | Americas | San Francisco | FICC and Equities, Sales and Trading | Summer Analyst
Goldman Sachs Group, Inc. 4.8
San Francisco, CA jobs
About the program
Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's / graduate degree. You will be fully immersed in our day-to-day activities.
As a participant, you will:
Attend orientation where you'll learn about our culture, as well as the benefits and responsibilities of being a member of the firm
Receive training designed to help you succeed
Have the opportunity to work on real responsibilities alongside fellow interns and our people
Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down.
A single applicant should not create multiple email addresses to apply to additional opportunities
About the division
Global Banking & Markets (Public) / FICC and Equities (Sales and Trading) enables our clients to buy and sell financial products, raise funding and manage risk. We make markets and facilitate client transactions in fixed income, equity, currency and commodity products.
We make markets in and clear client transactions on major stock, options and futures exchanges worldwide. Through our global sales force, we maintain relationships with our clients, receiving orders and distributing investment research, trading ideas, market information and analysis.
Job Info
Job Category: Summer Analyst
Locations: San Francisco, California, United States
Areas of the Firm: Global Banking & Markets
Anaplan Salary Range Lower Limit: 110,000
Anaplan Salary Range Upper Limit: 110,000
Healthcare & Medical Services
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.
Health
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity up to a pre-approved amount.
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
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$71k-101k yearly est. 5d ago
Summer Analyst - FICC & Equities Sales & Trading
Goldman Sachs Group, Inc. 4.8
San Francisco, CA jobs
A leading global financial services firm is seeking a Summer Analyst for its San Francisco office. This program offers students the chance to gain real-world experience in financial services while receiving training designed to help them succeed. Candidates must be pursuing a bachelor's or graduate degree and have strong analytical and communication skills. The position entails working closely with other interns and professionals, providing exposure to important business tasks within a dynamic team environment.
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$71k-101k yearly est. 5d ago
Product Analyst - Visa Crypto Product Team
Visa Inc. 4.5
San Francisco, CA jobs
As an Analyst on the Visa Crypto Product Team, you will work to help the largest banks, crypto exchanges, wallets, protocols and fastest growing fintechs launch and grow their Crypto based solutions in issuance, acceptance and general remittance. Today many of these companies are leveraging Visa to help power their payment solutions globally. In this role, you will act both as a relationship manager and as a product liaison to our strategic bank, crypto exchanges, crypto infrastructure companies, and fintech partners who are looking to launch, expand, and enhance their payment and remittance solutions. This will require understanding the client's business goals and objectives, providing information and direction to partners, ensuring that the client's contractual commitments are met, and resolving issues clients may face. This position requires strong client management skills and analytical abilities. An ideal candidate is a self-starter with the ability to handle complex deals and partners in a high growth environment and manage ambiguous situations with nuance.
Essential Functions:
Work with clients to identify strategic opportunities, manage complex assignments, and determine appropriate courses of action.
Coordinate internal resources and project manage to accomplish Visa and client objectives as well as ensure that the client perspective is represented within the organization.
Prepare and present rich analytics to help clients discover their program's performance and effectiveness.
Represent the client's and account management's needs on the product roadmap by providing business requirements and prioritization and communicating roadmap back to the client.
Research and resolve client issues by utilizing internal platforms and collaborate with internal partners to facilitate resolution.
Grow the business by identifying new prospects that should leverage our services.
Determine courses of action for crypto initiatives and cross-client goals, working cross-functionality with groups like legal, compliance, privacy, product, data science, and business development.
Stay current with crypto industry and client trends and maintain a working knowledge of Visa products and services.
This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.
Basic Qualifications:
2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)
Preferred Qualifications:
3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
Current or former experience in payments or crypto industry are strongly preferred
Experience with end to end product and client solutioning delivery, make informed decisions on GTM strategy and commercials
Demonstrate excellent written and verbal ability to communicate with key stakeholders and present to senior leadership team
Strong knowledge base of stablecoin payment ecosystem, macroeconomics, blockchain tokenization / RWAs, and players involved. Research experience of blockchain primitives, stablecoins, real world tokenization is a plus
Strong problem-solving skills and creativity to identify new opportunities and use cases, anticipate how stablecoins can impact payments ecosystem
Strong product acumen - ability to take product into client solutioning, and partner with product team to deliver to market.
Sales experience including running a deal cycle end-to-end and negotiating is strongly preferred
Expertise in capturing complex concepts and pain points to real solutions for clients
Creativity and resourcefulness to overcome unexpected roadblocks
Demonstrated ability to articulate, drive, and motivate a team towards a strategic vision and roadmap
Ability to successfully build strong partnerships with cross-functional teams in a matrixed organization
Decisive and action oriented even in ambiguous situations
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel 5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
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$96k-128k yearly est. 1d ago
Hedge Fund Investment Analyst
Callan 4.3
San Francisco, CA jobs
As a hedge fund investment analyst in Callan's Alternatives Consulting group, you will contribute to the investment capabilities of the hedge fund consulting team and work collaboratively with Callan's institutional clients and consultants to implement hedge fund/diversifier portfolios. Hedge fund and diversifier strategies include multi-strategy, long/short equity, event driven, systematic macro, discretionary global macro, CTAs, reinsurance/ILS, and other strategies. You will report to the head of the Alternatives Consulting group.
What's Unique About This Role?
Your primary focus will be conducting research on hedge fund strategies (directs and funds-of-funds) for clients, with a primary focus on quantitative analysis. Your secondary focus will be monitoring hedge fund risk and performance. You will play a key role in interfacing with hedge fund managers and Callan consultants and clients.
Please note: This position will be based in one of Callan's office locations listed above and working a hybrid (office/home) schedule with a minimum of three (3) days a week in the office.
Primary Duties Manager Research
Collaborate with other members of the Hedge Fund Consulting team to conduct comprehensive quantitative and qualitative research on prospective investments in hedge fund (directs and funds-of-funds), and diversifier strategies
Compile research materials to review with the hedge fund consulting team, internal Callan oversight committees, and Callan clients
Assist in presenting research analysis and findings to clients
Manager and Portfolio Monitoring
Compile monthly and quarterly performance, risk, and qualitative monitoring reports for consultants and clients
Attend regular manager meetings, virtually and on-site, and post summary notes to Callan's internal database
Assess the current market environment and industry trends to help guide hedge fund/diversifier portfolio implementation, and contribute to Callan's monthly and quarterly hedge fund market trend presentations
Manager Sourcing
Develop a research coverage strategy (market map) to identify high-interest strategies for designated hedge fund/diversifier sectors and contribute to Callan's intellectual capital
Proactively identify attractive fund investment opportunities appropriate for Callan's clients
Coordinate and lead manager meetings and post meeting notes to Callan's internal database on a timely basis
Research and Education
Contribute to topical research on topics of interest pertaining to hedge funds and diversifiers
Job Skills & Requirements Skills:
Works constructively with colleagues in the group and across the broader organization
Possesses strong written and verbal communication skills
Responds to internal and external requests in a timely and efficacious manner
Characteristics:
Maintains an effective and professional relationship with clients and managers, and with a high degree of integrity
Follows a rigorous and consistent research process with strong attention to detail to ensure client recommendations and reports are consistently high quality
Education and Experience:
Bachelor's degree or equivalent, preferably in finance, economics, or a related discipline
Minimum two years of demonstrated experience in evaluating and monitoring hedge fund and diversifier strategies, hedge fund/diversifier manager research, strategic planning, and portfolio construction, in an investment management or institutional advisory capacity, with an emphasis on leading client relationships
Progress towards, or completion of, CFA and/or CAIA program preferred
Compensation, Benefits & Training
At Callan, you can expect:
A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
Training for all Callan databases, research, and other systems
Access to team-building events, community outreach opportunities, and wellness events
$65,000 - $85,000 a year
The range listed represents what we reasonably expect to pay for this role at the time of this posting. Depending on the qualifications and level of work experience of the ideal candidate, we may ultimately pay more or less than the posted range and may be modified in the future.
As an employee-owned firm, Callan is committed to giving long-term, successful professionals an opportunity to become equity partners. Visit ********************** to learn more about Callan's culture, benefits, and more.
About Callan
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.
Callan has roughly 200 employees and is headquartered in San Francisco with five additional offices throughout the U.S. Learn more about us at ***************
Callan is an equal-opportunity employer. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Research shows that some candidates tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage everyone to apply for positions even if they do not necessarily check every box outlined in the job description. Callan believes that our organization and culture are made stronger through a broad array of perspectives and experiences.
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$65k-85k yearly 1d ago
Municipals Analyst
Barclays 4.6
San Francisco, CA jobs
Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents.
To be successful as a Municipals Analyst, you should have experience with:
Financial services, government, or related field
Ample quantitative abilities
Excellent written and verbal communication skills
Multitasking while exhibiting a high level of attention to detail
Understanding of finance and bond math
Some other highly valued skills may include:
Experience with DBC Finance Program
Demonstrated interest in public policy
Familiarity with and understanding of financial markets
High level of energy, positive attitude, and mental curiosity
You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills.
This role is located in San Francisco, CA.
This role is regulated by FINRA.
Minimum Salary: $110,000
Maximum Salary: $125,000
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
Purpose of the role
To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis.
Accountabilities
Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities.
Market research and analysis to identify industry trends, potential deal opportunities, and client needs.
Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions.
Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services.
Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions.
Analyst Expectations
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
Will have an impact on the work of related teams in the area.
Partner with other functions and business areas.
Takes responsibility for end results of a team's operational processing and activities.
Escalate breaches of policies / procedure appropriately.
Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
Advise and influence decision making within own area of expertise.
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function.
Make evaluative judgements based on the analysis of factual information, paying attention to detail.
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
Guide and persuade team members and communicate complex / sensitive information.
Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
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$110k-125k yearly 5d ago
Product Analyst - Visa Crypto Product Team
Visa 4.5
San Francisco, CA jobs
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world.
Progress starts with you.
Job Description
As an Analyst on the Visa Crypto Product Team, you will work to help the largest banks, crypto exchanges, wallets, protocols and fastest growing fintechs launch and grow their Crypto based solutions in issuance, acceptance and general remittance. Today many of these companies are leveraging Visa to help power their payment solutions globally. In this role, you will act both as a relationship manager and as a product liaison to our strategic bank, crypto exchanges, crypto infrastructure companies, and fintech partners who are looking to launch, expand, and enhance their payment and remittance solutions. This will require understanding the client's business goals and objectives, providing information and direction to partners, ensuring that the client's contractual commitments are met, and resolving issues clients may face. This position requires strong client management skills and analytical abilities. An ideal candidate is a self-starter with the ability to handle complex deals and partners in a high growth environment and manage ambiguous situations with nuance.
Essential Functions:
Work with clients to identify strategic opportunities, manage complex assignments, and determine appropriate courses of action.
Coordinate internal resources and project manage to accomplish Visa and client objectives as well as ensure that the client perspective is represented within the organization.
Prepare and present rich analytics to help clients discover their program's performance and effectiveness.
Represent the client's and account management's needs on the product roadmap by providing business requirements and prioritization and communicating roadmap back to the client.
Research and resolve client issues by utilizing internal platforms and collaborate with internal partners to facilitate resolution.
Grow the business by identifying new prospects that should leverage our services.
Determine courses of action for crypto initiatives and cross-client goals, working cross-functionality with groups like legal, compliance, privacy, product, data science, and business development.
Stay current with crypto industry and client trends and maintain a working knowledge of Visa products and services.
This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.
Qualifications
Basic Qualifications:
2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)
Preferred Qualifications:
3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
Current or former experience in payments or crypto industry are strongly preferred
Experience with end to end product and client solutioning delivery, make informed decisions on GTM strategy and commercials
Demonstrate excellent written and verbal ability to communicate with key stakeholders and present to senior leadership team
Strong knowledge base of stablecoin payment ecosystem, macroeconomics, blockchain tokenization / RWAs, and players involved. Research experience of blockchain primitives, stablecoins, real world tokenization is a plus
Strong problem-solving skills and creativity to identify new opportunities and use cases, anticipate how stablecoins can impact payments ecosystem
Strong product acumen - ability to take product into client solutioning, and partner with product team to deliver to market.
Sales experience including running a deal cycle end-to-end and negotiating is strongly preferred
Expertise in capturing complex concepts and pain points to real solutions for clients
Creativity and resourcefulness to overcome unexpected roadblocks
Demonstrated ability to articulate, drive, and motivate a team towards a strategic vision and roadmap
Ability to successfully build strong partnerships with cross-functional teams in a matrixed organization
Decisive and action oriented even in ambiguous situations
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$96k-128k yearly est. 3d ago
Analyst, NA Pricing Strategy
Visa 4.5
San Francisco, CA jobs
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world.
Progress starts with you.
Job Description
The North America Pricing Strategy team at Visa plays a pivotal role in shaping how Visa drives revenue growth and accelerates adoption of value-added services across one of the most significant regions in our business. Pricing is a critical lever for Visa's success, and this team sits at the center of it, gaining broad exposure to senior leaders, cross-functional partners, and strategic initiatives that directly influence Visa's performance in North America. Your work will have meaningful impact, helping design pricing solutions that shape client deals, go-to-market strategies, and multi-year financial plans.
The Analyst will support key workstreams related to Visa's pricing strategy and broader corporate initiatives. You will help develop pricing frameworks and tools that enable Visa to execute on its most strategic priorities. This role requires strong analytical and critical thinking skills to solve complex business problems and deliver actionable recommendations. Your contributions will be highly visible to leadership and will inform decisions that drive growth.
You will report to the Senior Director of North America Pricing Strategy.
Essential Functions:
Conduct rigorous quantitative and qualitative analyses to identify and evaluate opportunities that drive Visa's revenue in North America.
Manage aspects of pricing and deal execution, including business case development, stakeholder impact assessments, management approvals, and contract negotiation support.
Partner with Global Pricing on select pan-regional initiatives
Collaborate with cross-functional teams (product, interchange, finance, legal, sales, etc.) to execute pricing initiatives and share best practices for disciplined pricing and deal management.
Build and maintain deep knowledge of the North America business landscape to provide context for pricing decisions.
Communicate recommendations effectively and influence business leaders across the organization.
Participate in ongoing training and development opportunities within the Pricing & Interchange Strategy function.
Work on projects that vary in scope-from broad coordination across multiple functions to focused, high-impact assignments for senior management.
Specific projects will vary greatly in sponsor, business or strategic focus, depth, and stakeholder served, ranging from broad coordination efforts across multiple countries and/or functional areas to focused special assignments for senior management that are of particular high strategic importance to Visa Inc.
This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.
Qualifications
Basic Qualifications:
2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)
Preferred Qualifications:
3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
Superior analytical, financial modeling and problem solving skills, with demonstrated intellectual and analytical rigor
Ability to handle multiple project work streams, with proven success in synthesizing large data sets related to a wide variety of functional business problems.
Ability to work independently, usually within a complex and often ambiguous environment, to build rigorous, fact-bases that support recommendations to senior management, other executive management
Eagerness to work intensively in joint teams with personnel of all levels to accomplish project objectives.
Familiarity with SQL and Python
Proficient in Excel and PowerPoint
Personal presence and ability to clearly communicate compelling messages in written and verbal communications.
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for this positionis $104,900 to $163,000 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$104.9k-163k yearly 3d ago
BSA/AML Enhanced Due Diligence Analyst - UT, TX, AZ, CA (In Office)
California Bank & Trust 4.4
Houston, TX jobs
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, paid bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently seeking a BSA/AML Enhanced Due Diligence Analyst to join our team. This position will be a full-time in office position and can be located in either Salt Lake City, UT, Houston, TX, Phoenix, AZ or Irvine, CA area.
Responsible for BSA/AML investigative operations and the application of the BSA and USA PATRIOT Act requirements to daily activities.
Analyzes high risk client activity for possible suspicious activity related to illegal activities such as money laundering, terrorist financing or fraud.
Leverages multiple sources when making a determination or concluding on customer activity.
Presents logical, well-supported conclusions for customer assessments.
Understands and applies knowledge of BSA/AML typologies and the ability to identify red flags and current trends of suspicious activity during the review of alerting activity or periodic assessment of high-risk customer-types.
Communicates with retail and business line staff to gather further client information to decision the alert or risk rating.
Writes clear, concise communications that clearly support the conclusion when closing alerts, explaining or escalating activity.
Meet SLA requirements and Quality Assurance performance levels for completed work.
Responsible for multiple review-types, varying in complexity.
Responsible for understanding/tracking each client due for review and review-type.
Documents reviews in the case management system.
Assesses complex customer relationships and understand relationships across multiple account relationships.
Prepares and thoroughly documents factual findings in an accurate and timely manner.
Communicates with retail and business line management, as necessary, in researching, investigating, and escalating cases.
Compiles data and maintains necessary records and files to ensure efficient and consistent reporting of investigations.
Make recommendations for relationship disengagement to management and/or appropriate risk officer.
Meet SLAs for the completion of scheduled reviews.
Perform other duties as assigned.
Qualifications:
Requires a bachelor's degree in Intelligence Studies, Accounting, Finance or related field and 1+ years of Bank Secrecy Act and/or AML compliance processes, procedures, and regulations or other directly related compliance experience. Financial crime investigation experience preferred. A combination of education and experience may meet requirements.
Relevant Professional Certification: Association of Certified Anti-Money Laundering Specialists (ACAMS), Associate of Certified Fraud Examiners (ACFE) or Association of Certified Financial Crime Specialists (ACFCS) is a plus.
Basic working knowledge of BSA/AML Compliance as it applies to suspicious activity for money laundering, terrorist financing and fraud.
Understanding of complex financial transactions and business relationships.
Good analytical, documentation, customer service and communication skills, both written and verbal.
Ability to manage deadlines, be organized, follow through, detail-oriented and accurate.
Ability to meet performance expectations including Service Level Agreements for errors and Quality Assurance score expectations.
Ability to meet deadlines, work independently and adapt to changing priorities.
Good research and problem-solving skills.
Ability to translate complex situations into easily understood narratives.
Ability to be an independent thinker and to defend one's own work.
Ability to handle delicate and/or sensitive situations.
Strong PC skills desired with an emphasis in MS Excel and Word.
Knowledge of related systems used to conduct research and bank operations as it relates to the flow of funds through financial institutions.
This position is eligible to earn a base salary in the range of $65,000 to $85,000 annually depending on job-related factors such as level of experience and location.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
$65k-85k yearly 2d ago
AI Optimization Analyst (Non-Technical)
Truliant Federal Credit Union 4.6
Charlotte, NC jobs
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
The AI Optimization Analyst is a critical specialist responsible for taking full ownership of the credit union's AI-driven member and staff experiences, directly influencing millions of interactions each year. This role serves as the primary expert on AI agent performance, using strategic analysis of conversational data to enhance accuracy, efficiency, and brand alignment with a goal to continuously improve the member experience and frontline productivity. The candidate works closely with the AI Solutions Architect to bring new use cases to life relative to the bots they are responsible for supporting. Key responsibilities include implementing prompt-engineering best practices, managing tone and ethical guardrails, owning end-to-end user acceptance testing of the bots they are responsible for, and consistently bringing forward innovative, high-impact ideas to expand and strengthen Truliant's AI self-service and internal support capabilities.
Essential Functions and Responsibilities
Owns and manages the end-to-end performance of the credit union's AI self-service and internal support agents with a primary focus on Kore.ai.
Develops and maintains documentation for prompts, workflows, standards, and performance metrics.
Analyzes conversational data and system analytics to identify trends, gaps, and improvement opportunities.
Implement sand refine prompt-engineering best practices to enhance clarity, accuracy, and efficiency in AI responses.
Ensures all AI-generated interactions reflect the credit union's brand voice, service standards, and member-first philosophy.
Assists in the process of monitoring and maintaining ethical guardrails, preventing hallucinations, incorrect assumptions, and off-brand behavior.
Continuously tunes and optimizes AI agent workflows, response logic, and model-driven capabilities.
Partners closely with the AI Solutions Architect to define, prioritize, and bring new AI use cases to life.
Designs and executes comprehensive testing plans, including leading UAT efforts to validate and approve all new features, prompts, and conversational flows.
Collaborates with business units and frontline teams to understand needs and translate them into AI enhancements.
Tracks and reports on KPIs such as containment, accuracy, satisfaction, escalation drivers, and operational impact.
Stays informed on AI trends and emerging capabilities, proactively recommending strategic improvements to maximize member and staff value.
Other Duties and Responsibilities
Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities
Must have a strong understanding of conversational AI systems (e.g., AI, NLP, and intent-based bot frameworks).
Must have expertise in prompt engineering and the ability to craft clear, effective, and optimized AI instructions.
Must have analytical skills to interpret conversational data, identify patterns, and translate insights into actionable improvements.
Ability to manage tone, style, and brand voice across AI-generated interactions.
Must have the ability to understand all business processes within the credit union and how to integrate AI solutions that improve member experience and organizational efficiency.
Must have knowledge of ethical AI principles, including bias prevention, guardrail creation, and hallucination mitigation.
Must have experience with UAT processes, including test planning, execution, and validation.
Must have strong collaboration and communication skills to work effectively with technical teams, business partners, and frontline staff.
Must have the ability to translate business needs into functional AI requirements and conversational design elements.
Must have familiarity with analytics platforms (e.g., dashboards, reporting tools, or conversation intelligence systems).
Must have a problem-solving mindset, with the ability to diagnose issues and propose creative, scalable solutions.
Must have strategic thinking skills to identify new use cases and guide long-term AI evolution.
Must have attention to detail, especially in reviewing AI responses, workflows, and system changes.
Must have an understanding of user experience (UX) and conversational design principles.
Must have the ability to manage multiple priorities in a fast-moving, innovation-focused environment.
Must have a curiosity and continuous-learning mindset to stay current on emerging AI capabilities and best practices.
Must be able to work in a team environment, with strong collaborative skills.
Must have superior interpersonal skills; ability to get along with diverse personalities; tactful, mature, flexible, respectful.
Must be able to work in a general office environment.
Must be flexible and able to shift resources and priorities as required.
Must be able to complete all assignments with minimal supervision.
Should possess a strong commitment to providing excellent service to Truliant's members.
Physical Requirements
Occasional standing, walking, bending, and stooping required.
Must be able to sit at a desk for long periods of time and use a computer.
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.
Education and Background
Bachelor's degree required in a relevant field such as Business Administration or Information Systems. An equivalent combination of education and directly applicable work experience may be considered in place of a degree, particularly in AI operations, conversational design, or analytics-focused roles.
2-5 years of experience working with conversational AI platforms, generative AI systems, NLP technologies, or intent-based bot frameworks (e.g., Kore.ai, Dialogflow, Genesys, or similar) required.
Demonstrated experience in prompt engineering, AI response tuning, or bot conversation strategy required.
Hands-on experience leading or contributing to user acceptance testing (UAT), including test planning, scenario design, execution, and validation required.
Experience partnering with technical roles, such as AI engineers, product owners, or solutions architects, to translate business needs into functional requirements required.
Background working in financial services, credit unions, banking, customer experience design, or regulated environments is a plus.
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
$35k-44k yearly est. 3d ago
AI Optimization Analyst (Non-Technical)
Truliant Federal Credit Union 4.6
Salem, NC jobs
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
The AI Optimization Analyst is a critical specialist responsible for taking full ownership of the credit union's AI-driven member and staff experiences, directly influencing millions of interactions each year. This role serves as the primary expert on AI agent performance, using strategic analysis of conversational data to enhance accuracy, efficiency, and brand alignment with a goal to continuously improve the member experience and frontline productivity. The candidate works closely with the AI Solutions Architect to bring new use cases to life relative to the bots they are responsible for supporting. Key responsibilities include implementing prompt-engineering best practices, managing tone and ethical guardrails, owning end-to-end user acceptance testing of the bots they are responsible for, and consistently bringing forward innovative, high-impact ideas to expand and strengthen Truliant's AI self-service and internal support capabilities.
Essential Functions and Responsibilities
Owns and manages the end-to-end performance of the credit union's AI self-service and internal support agents with a primary focus on Kore.ai.
Develops and maintains documentation for prompts, workflows, standards, and performance metrics.
Analyzes conversational data and system analytics to identify trends, gaps, and improvement opportunities.
Implement sand refine prompt-engineering best practices to enhance clarity, accuracy, and efficiency in AI responses.
Ensures all AI-generated interactions reflect the credit union's brand voice, service standards, and member-first philosophy.
Assists in the process of monitoring and maintaining ethical guardrails, preventing hallucinations, incorrect assumptions, and off-brand behavior.
Continuously tunes and optimizes AI agent workflows, response logic, and model-driven capabilities.
Partners closely with the AI Solutions Architect to define, prioritize, and bring new AI use cases to life.
Designs and executes comprehensive testing plans, including leading UAT efforts to validate and approve all new features, prompts, and conversational flows.
Collaborates with business units and frontline teams to understand needs and translate them into AI enhancements.
Tracks and reports on KPIs such as containment, accuracy, satisfaction, escalation drivers, and operational impact.
Stays informed on AI trends and emerging capabilities, proactively recommending strategic improvements to maximize member and staff value.
Other Duties and Responsibilities
Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities
Must have a strong understanding of conversational AI systems (e.g., AI, NLP, and intent-based bot frameworks).
Must have expertise in prompt engineering and the ability to craft clear, effective, and optimized AI instructions.
Must have analytical skills to interpret conversational data, identify patterns, and translate insights into actionable improvements.
Ability to manage tone, style, and brand voice across AI-generated interactions.
Must have the ability to understand all business processes within the credit union and how to integrate AI solutions that improve member experience and organizational efficiency.
Must have knowledge of ethical AI principles, including bias prevention, guardrail creation, and hallucination mitigation.
Must have experience with UAT processes, including test planning, execution, and validation.
Must have strong collaboration and communication skills to work effectively with technical teams, business partners, and frontline staff.
Must have the ability to translate business needs into functional AI requirements and conversational design elements.
Must have familiarity with analytics platforms (e.g., dashboards, reporting tools, or conversation intelligence systems).
Must have a problem-solving mindset, with the ability to diagnose issues and propose creative, scalable solutions.
Must have strategic thinking skills to identify new use cases and guide long-term AI evolution.
Must have attention to detail, especially in reviewing AI responses, workflows, and system changes.
Must have an understanding of user experience (UX) and conversational design principles.
Must have the ability to manage multiple priorities in a fast-moving, innovation-focused environment.
Must have a curiosity and continuous-learning mindset to stay current on emerging AI capabilities and best practices.
Must be able to work in a team environment, with strong collaborative skills.
Must have superior interpersonal skills; ability to get along with diverse personalities; tactful, mature, flexible, respectful.
Must be able to work in a general office environment.
Must be flexible and able to shift resources and priorities as required.
Must be able to complete all assignments with minimal supervision.
Should possess a strong commitment to providing excellent service to Truliant's members.
Physical Requirements
Occasional standing, walking, bending, and stooping required.
Must be able to sit at a desk for long periods of time and use a computer.
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.
Education and Background
Bachelor's degree required in a relevant field such as Business Administration or Information Systems. An equivalent combination of education and directly applicable work experience may be considered in place of a degree, particularly in AI operations, conversational design, or analytics-focused roles.
2-5 years of experience working with conversational AI platforms, generative AI systems, NLP technologies, or intent-based bot frameworks (e.g., Kore.ai, Dialogflow, Genesys, or similar) required.
Demonstrated experience in prompt engineering, AI response tuning, or bot conversation strategy required.
Hands-on experience leading or contributing to user acceptance testing (UAT), including test planning, scenario design, execution, and validation required.
Experience partnering with technical roles, such as AI engineers, product owners, or solutions architects, to translate business needs into functional requirements required.
Background working in financial services, credit unions, banking, customer experience design, or regulated environments is a plus.
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
$35k-43k yearly est. 3d ago
Analyst AML - 1170 FCIU
Cathay Bank-Headquarters 4.4
Monterey Park, CA jobs
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Assists in all aspects of monitoring activities related to the USA/FFIEC's Bank Secrecy Act Anti-Money Laundering Examination Manual's guidance.
ESSENTIAL FUNCTIONS
Maintains current knowledge of U.S. anti-money laundering rules and regulations.
Adheres to departments internal policies and procedures.
Reviews clients account transactional activities.
Requests with the appropriate branch or department members for additional information, when necessary, to assist in the evaluation process.
Prepares Case Investigative Write-ups.
Perform other duties as assigned.
Regular overtime is required, this includes occasional weekend days.
QUALIFICATIONS
Education: Bachelor's degree in accounting, Business Administration or related field or equivalent experience is preferred.
Experience:
One year plus of banking experience is preferred.
One year plus of BSA/AML/OFAC related experience is preferred.
Skills/Ability:
Proficient in MS Word and Excel.
Proficient written and oral communication skills; ability to communicate effectively.
Proficient analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
Possess good organizational skills and attention to detail.
OTHER CONSIDERATIONS
Cooperates and works effectively with others; recognizes, supports, and respects others.
Results of Bank's BSA/AML examinations will be considered in evaluating the individual's performance.
OTHER DETAILS
$26.44 - $33.65 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$26.4-33.7 hourly 4d ago
CRA Analyst
Cathay Bank-Headquarters 4.4
El Monte, CA jobs
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Provide overall analytical support for the department ensuring that Community Reinvestment Act (CRA) loans are correctly identified, evaluated, and maintained. Responsible for the completion of reports that monitor and track CRA performance for small business and community development loans. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Review lending data to identify and qualify loans reportable under the CRA (both small business and community development loans).
Input and prepare data into Ncontracts data collection software for internal review and annual submission with precision.
Assist in reviewing CRA compliance data that conforms to internal policy and procedures and external regulations.
Prepare and maintain Community Development Loans Spreadsheet.
Review the Downpayment Assistance Program (DAP) Grants for Director of Community Development/designee's approval.
Perform for Director of Community Development/designee's approval the monthly Suspense GL Certification of DAP grants for submission to the Controller's Dept.
Coordinate participation in Federal Home Loan Bank Board (FHLB) Workforce Initiative Subsidy for Homeownership (WISH) lending program and review documentation to ensure that loans qualify for reimbursement from the FHLB.
Coordinate participation in FHLB's community programs, such as, the Middle-Income Downpayment Assistance, Access to Housing and Economic Assistance for Development (AHEAD), and the Empowering Black Homeownership matching grant program.
Monitor reports and assist in the preparation of quarterly reports, self-assessment, and strategic plan.
Provide Lending Status Reports for Director of Community Development and regional managers.
Assist with the maintenance of CRA information updates - Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's Degree preferably in Business, Accounting, or Finance preferred.
Experience: Minimum one year of banking experience required; prior lending experience strongly preferred. Some working knowledge of accounting or commercial loan underwriting. Knowledge of CRA data collection software and SharePoint preferred but not required.
Skills & Ability:
Strong computer skills; proficient with Microsoft Office products.
Good organizational and analytical skills.
Good verbal and written communication skills.
Highly organized, results-oriented with strong attention to detail and good follow-through skills.
Highly enthusiastic and self-motivated.
Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities.
Ability to work offsite to perform service hours and attend CRA activities.
Ability to work independently and meet deadlines.
OTHER DETAILS
$26.44 - $32.69 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.