Pricing Analyst jobs at Lincoln Financial Group - 1073 jobs

Quantitative Research & Analytics Analyst
Lincoln Financial Group 4.6
Pricing 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, Computer Science, Actuarial, CFA, Accounting, Finance, Technology, Insurance
$79.6k-145.1k yearly 28d ago

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Data Analyst - Remote-Eligible BI & Insights (SQL, Python, Power BI)
Berkshire Hathaway Homestate Companies 4.8
San Francisco, CA jobs
A national insurance group is seeking a Data Analyst in San Francisco, CA. The role involves developing reports and analyzing data to support key business functions. Applicants should have a bachelor's degree in a relevant field and at least 2 years of experience in analytics or workers compensation insurance. Skills in SQL, Python, and Power BI are essential. The company offers a competitive salary and benefits, including work-from-home flexibility and health insurance. #J-18808-Ljbffr
$86k-111k yearly est. 1d ago
Data Analyst
Berkshire Hathaway Homestate Companies 4.8
San Francisco, CA jobs
Berkshire Hathaway Homestate Companies, Workers Compensation Division, has a need for a Data Analyst to develop reports, summarize and analyze raw data, and interpret results to meet the needs of the organization's key business functions. This individual will regularly meet with key stakeholders throughout the organization to determine need, gather requirements, and present options to most effectively support that function. Reports to the Analytics and Business Intelligence Manager. Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. ESSENTIAL RESPONSIBILITIES Regularly interacts with business leaders to determine needs for data and reporting. Assembles data from various sources and develops solutions and reports to assist with efficiency and decision-making. Inspects raw or low-level data to summarize into insights, reports, analysis and draw conclusions to answer business inquiries. Utilizes technology such as SQL, Python, and Power BI to gather, summarize, combine, and present data. Develops more efficient, automated ways to deploy solutions, improve data quality, and improve efficiencies. Performs routine data analysis using various techniques (e.g., statistical analysis, predictive modeling, data modeling) to accomplish reporting and analysis goals. Develops new data analysis techniques and visuals. Actively monitors, analyzes, and reports on data to business performance goals. Manages routine reporting to bring trends, challenges, and recommendations to management's attention. Reviews and audits reports ; performs root cause analysis on data quality issues. Provides technical support and maintenance of users in reporting application. Researches best practices and explores new technology to support the company and the team. QUALIFICATIONS EDUCATION: Bachelors degree in Computer Science, Statistics, Math, or related field from an accredited four-year college or university required. EXPERIENCE: A minimum of 2 years of experience in Analytics or significant workers compensation insurance experience required. TECHNICAL SKILLS Data Analysis Data Visualization - SQL, Python, Power BI Solid presentation skills Machine Learning - some knowledge (theoretical and applied) is helpful, along with an eagerness to learn WHAT WE OFFER Work From Home Flexibility (up to 2 days per week upon eligibility) Modern Office Setting On-Site Garage Parking Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Hospital Indemnity Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program $85,510 - $127,210 a year This pay scale is an estimate of the salary range the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The actual salary may be above or below the range. The pay scale applies only to this position and only if it is filled in the Bay Area, California. The pay scale may be different for other positions or in other locations. ABOUT US With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity. #J-18808-Ljbffr
$85.5k-127.2k yearly 1d ago
Analyst (Local Governments)
Moody's Investors Service 4.9
San Francisco, CA jobs
At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills & Qualifications 5+ years of work experience in public finance, preferably West Coast Local Governments or a related field Knowledge of local government budgeting, accounting, finance and audited financial statements Strong quantitative aptitude and proven analytical skills Excellent communication skills with ability to convey complex concepts clearly Understanding of economic, financial, and political challenges facing local governments Highly organized, efficient, and meticulous with ability to multi-task and meet deadlines Ability to work independently and collaboratively within a team Strong skills in data analysis Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency Education Graduate degree in public policy, public administration, economics, or business strongly preferred Responsibilities Provide insightful credit analysis and maintain ratings for West Coast local governments and rated obligations Present analytical recommendations to rating committees Contribute to portfolio maintenance through credit reviews Analyze data and write research reports and commentary on public finance trends Interact professionally with government representatives, financial intermediaries, and investors Respond to investor and press inquiries Represent the team at conferences and meetings Mentor junior analysts Leverage tools and technologies including spreadsheets, presentations, and AI-powered solutions About the Team Our West Coast Local Government team is responsible for analyzing and rating debt issued by cities, counties, schools, utilities and special districts in California, Oregon, Washington, Nevada, Montana, Wyoming, Arizona, Utah, Alaska, and Hawaii. By joining our team, you will contribute to maintaining rating accuracy, providing insightful credit analysis, and supporting market transparency. We embrace innovation through AI adoption to enhance analytical processes and drive efficiency across our workflows. For US-based roles only: the anticipated hiring base salary range for this position is $143,300.00-$207,650.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full‑time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications. For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet. Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's. #J-18808-Ljbffr
$143.3k-207.7k yearly 3d ago
Analyst, Regular Servicing Asset Management
Churchill Real Estate 3.2
Charlotte, NC jobs
As an Analyst on the Regular Servicing Asset Management team, you will be involved with oversight of the whole loan book under management to maximize performance and ensure loans are efficiently and effectively managed to maximize returns. The right candidate will seek to maximize cash flows for Churchill and its investors while at same time providing best-in-class service to Churchill's borrowers and lending partners. The role involves extensive interaction with senior management, clients, other product partners, internal and external legal counsel, lenders, and investors. Key Responsibilities: Ensuring optimal performance of Churchill's entire whole loan book under management across the portfolio. Manage and conduct active portfolio surveillance to effectively monitor individual loan and property performance with a primary focus on loans that may be in early stages of delinquency or approaching the maturity date. Identify problem loans, develop monitoring plans, and recommend transfer to special servicing team who will then execute loss-minimizing recovery strategies such as note sales, workouts, modifications, cash for keys and/or foreclosure. Collaborate with internal and external lending partners and finance team, as well as 3rd party servicer(s) and legal counsel to complete routine and ad hoc loan management and reporting tasks. Correspond with 3rd party servicer(s) in terms of updating reporting and facilitating the resolution of general servicing matters. Interact with key service providers and vendors such as 3rd party subservicers, insurance tracking vendors and other valuation vendors. Provide thoughtful analytics that factor in key servicing trends and communicate such trends to senior management. Work with internal Loan Origination and Structured Lending teams on matters pertaining to loan performance and opportunities for new loans to be structured/funded. Daily/Weekly asset management reports along with notes/comments provided to senior management and investors alike. Establish and implement process efficiencies, best practices, and standard operating procedures. Spearhead other asset management tasks and projects as needed. Qualifications: Four-year degree in Business, Finance, Real Estate, or Risk Management. Minimum 1 - 2 years' experience in loan servicing, business purpose loan monitoring and asset management, surveillance, and reporting. Experience working with 3rd party servicers in the business purpose lending space such as FCI Lender Services, BSI, Fay Servicing etc.… Experience in curing delinquent loans through effective monitoring and proactive outreach efforts along with effectively communicating with lending partners, borrowers and investors alike Strong analytical skills with high attention to detail and accuracy. Effective organizational, multi-tasking, and prioritization of competing tasks. Ability to work independently and in a team environment with minimal supervision. Advanced knowledge of Microsoft Office (Vlookups, Xlookups, Pivot Tables etc..). Experience with SQL preferred but not required. Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
$65k-98k yearly est. 6d ago
CMS Pricing Analyst
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 CMS Pricing Analyst will support or lead work streams on projects related to Visa Inc.'s pricing strategy and/or broader corporate initiatives, including collaborating with business lines across functional areas related to Commercial and Money Movement Solutions (CMS). CMS at Visa is a suite of solutions that extend Visa's network to move money globally across B2B, B2C, P2P, and G2C segments, driving growth beyond consumer payments. Essential Functions: Support and lead elements of pricing strategy development and refinement, including opportunity identification and strategic analysis Support or lead aspects of pricing modeling, socialization and forecasting, including but not limited to business case and stakeholder impact assessment development around all proposed new fees/services and/or rate modifications Identify, prioritize, and execute the activities required to support Visa's corporate strategies, priorities, and special initiative projects Work within cross-functional and cross-regional project teams to solve corporate business problems, collaborating and coordinating with a range of internal stakeholders to make recommendations on a wide range of business issues Communicate and generate support for recommendations among business leaders across the organization Specific projects will vary greatly in sponsor, business or strategic focus, depth, and stakeholder served, ranging from broad coordination efforts across multiple functional areas to focused special assignments for senior management that are of particularly high strategic importance to Visa Inc. The position requires the ability to apply strong analytical and critical thinking skills to solve business problems and quickly arrive at recommendations that drive corporate priorities. The Analyst will report to Senior Director of Commercial and Money Movement Solutions (CMS) Pricing and can be based at Visa's offices in either San Francisco, California or Foster City, California. This is a hybrid position.Expectationofdays intheoffice 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) 1 - 3 years of experience in financial services, payments processing, and/or strategy consulting, with genuine curiosity about trends, innovations, and challenges in payments and money movement solutions Superior analytical, financial modeling, and problem-solving skills, with proven ability to synthesize complex data into actionable recommendations. Strategic thinker with ability to evaluate ideas and proposals within broader company objectives Demonstrated capacity to work independently in complex, ambiguous environments, while managing competing demands across multiple projects and stakeholders, often with overlapping timelines and priorities Collaborative team player with strong interpersonal, leadership, and communication skills Personal presence and ability to clearly communicate compelling messages in written and verbal communications Self-starter attitude - the ability to self-serve, investigate and get the information needed for the project at hand Openness to an environment of active developmental feedback and coaching from peers and managers 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 2d 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 2d ago
Asset Management Analyst
Preit 4.0
Philadelphia, PA jobs
Company Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations. Responsibilities This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development. Essential Functions Supports leadership in PREIT portfolio lease execution. Create and update annual property budgets and creating forecasting models for region in Argus and Excel. Develop pro formas and projections for leasing representatives to help them in negotiating transactions. Develop and track pro formas for redevelopment projects. Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses. Build and maintain quarterly covenant calculations for term reporting. Participate in Regional Production meetings and ensure action items are addressed in a timely manner. Monitor performance of the property and identifying operations and challenges and implement strategies to respond. Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants. Prepare financial projections for the properties and portfolio, and for properties under consideration for development. Carry out special assignments/projects as assigned by management. Assist team in acquisition, disposition, and refinance initiatives. Qualifications Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable. 1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position. Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors. Excellent written and verbal communication skills Detail orientation demonstrated ability to multitask effectively, and strong analytical skills. Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus. Ability to work in Center City, Philadelphia office 4 days per week. Benefits 401(k) Health insurance
$66k-81k yearly est. 3d 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. #J-18808-Ljbffr
$110k-125k yearly 4d ago
Analyst, Master Data Management
Visa 4.5
Foster City, CA jobs
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description With data being the fuel that drives our future - our strategies, policies and business successes around data will define our future growth prospects.Unlocking the value available through the innovative use of data on behalf of consumers,businessesand communities is key to our future.With our ongoing commitment to Visa's Data Values and the responsible use of data, we at Visa have a bold vision to continue to grow and accelerate our data-related businesses and capabilities. Led by Visa's Chief Data Officer, the Global Data Office coordinates high-impact, complex, company-wide projects related to data business strategy, critical investments, policydevelopmentand marketplace execution. Working closely with Visa's Chief Privacy Officer, the Technology organization, the wider datacommunityand the full set of Visa's global lines of business, the Global Data Office is evolving Visa's data-related work with momentum and enthusiasm.Driven by its commitment to trusted use of data, Visa is seeking enthusiastic leaders who are change-agents and passionate about the future of data around the world. We are seeking aProduct Analystto work on merchant data platform initiatives globally.You will work closely with product managers and engineering teams to manage GenAI/MLdatainitiatives, analyze merchant and transaction data to improvedata quality across Visa's merchant platform and distill merchant data and stakeholder feedback into meaningful roadmap, productprogramsand merchant stakeholder experiences.You willutilizeyour analyticalskills and effectivecommunication abilities todirectlyimpactemergingagentic commerce initiatives that rely on Visa's merchant data. Essential Functions Work and manage our support team to resolvestakholderconcerns and evolve our current support processes Help to streamline how Merchant Product Managementcollaborates with Visa business groupsthatulitizemerchant data products Gather and implement feedback and recommendations for howwe can improve ourdata quality, datapartnershipsand stakeholder consumption of merchant data Provide strategic direction and thought leadership and a vision for ourprogram initiatives, definingworld-classmerchantsupport Understand core elements of our operations and product strategy, and drive innovative and scalable opportunities across quality of experience, scale, instrumentation andcontributetothe MDP productroadmap Provide program and project management support for major platform, product, andtool driven change initiatives Develop departmental procedures and best practices standards Develop expert knowledge on the features and business applications of our products Proactively review user trends to make recommendations for improvement of current processes,policiesand tools Identifyand analyze sources of risk within our platform This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Relocation assistance is not provided for this role. 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) Additional Information Work Authorization:Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. 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.
$92k-121k yearly est. 2d 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. 2d ago
Third Party Risk Management Analyst
Dollar Bank, FSB 4.1
Pittsburgh, PA jobs
We are seeking a detail-oriented and analytical Third-Party Risk Management (TPRM) Analyst to join our growing TPRM team. In this role, you will be responsible for assessing, monitoring, and managing risks associated with our third-party vendors and partners. You'll play a critical role in safeguarding our organization's data, operations, and reputation by ensuring that external relationships meet our security, compliance, and operational standards. Candidate will have the opportunity to work a hybrid schedule after successful training and management approval. Education and Experience Requirements: *Bachelor's Degree required, preferably in Information Systems, Business Administration or related fields. Will consider commensurate third-party risk management experience. *Minimum of two years' experience with a financial institution in risk analysis, vendor or stakeholder coordination control testing, operational assessments, support of governance framework, or documentation of compliance or resilience processes. Knowledge, Skill, and Ability Requirements: *Proficient Microsoft Office Suite and database programs. *Demonstrated effective and efficient written/verbal communication skills to enable the Third-Party Risk Management Analyst to effectively communicate with all levels of employees and third parties. *Effective planning, time management and organization skills. *Strong analytical analysis and critical thinking skills *Ability to learn and utilize bank operational data to integrate into the Third-Party Risk program. *Strong attention to detail *Effective interpersonal skills to collaborate across the organization Essential Functions: *Third-Party Risk Assessments oConduct initial and ongoing risk assessments of third-parties, focusing on cybersecurity, data privacy, financial stability, business continuity and regulatory compliance. *Due Diligence & Onboarding oCollaborate with Subject Matter Experts (SMEs) to perform due diligence during third-party onboarding and contract renewals. *Risk Monitoring & Reporting oContinuously monitor third-party performance and risk posture. Develop and maintain dashboards and reports for internal stakeholders. *Policy & Framework Development oAssist in developing and refining TPRM policies, procedures, and frameworks aligned with industry standards (e.g., NIST, ISO 27001, SOC 2). *Audit & Compliance Support oSupport internal and external audits by providing documentation and evidence related to third-party risk controls. *Stakeholder Engagement oWork cross-functionally with IT, Legal, Enterprise Risk Management and Business Units to ensure consistent risk management practices. *All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
$73k-92k yearly est. 2d ago
Digital Channels Product Analyst
First National Bank of Pennsylvania 3.7
Pittsburgh, PA jobs
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. Digital Channels Product Analyst Business Unit:Retail Operations Reports to:Varies by Assignment Position Overview: Position is responsible for supporting the development and implementation of digital solutions for FNB including assisting with the management of assigned services which may include online account onboarding and opening, online and mobile account access platforms, card and payment services, or other related areas. Participates in all aspects of product management including analyzing existing product performance and developing and improving our product offerings to meet market demand while enhancing our competitive advantage and profitability. Primary Responsibilities: Supports Product Managers in the selection, design, development, and promotion of digital experiences for assigned areas of responsibility. Completes basic analysis of digital experience, market trends, and third-party requirements as necessary, in support of the development of new and existing digital experiences. May help in the development of a business case, business plan, and roll-out of experiences. Assists in efforts to increase the penetration and usage of digital channels to attract new customers and retain existing clients. Helps to locate and evaluate new vendors, including assisting in the negotiation and administration of contracts for the provision of products and services to support the organization's digital strategy. Executes customer-focused quality assessments and improvement processes. As part of the first line of defense, supports risk management, compliance, and audit needs as necessary. Assists with the development of appropriate training materials for front line staff to ensure adequate product knowledge for client sales and support. Includes performing training as needed. Assists with maintaining business reporting capabilities. Monitors business results of recently introduced or existing digital experiences, coordinates reporting, and may recommend modifications to improve results. Plays a key role in testing and defect remediation for assigned digital solutions. Will be required to assist with identification and documentation of complex solutions including system data mapping and assisting with plan and roadmap creation. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Intermediate Level Experience in a similar position In-depth knowledge of digital channels, payments, banking practices and regulations requiring legal compliance Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$52k-70k yearly est. 2d ago
Product Analyst (SEO & AEO)
First National Bank of Pennsylvania 4.5
Pittsburgh, PA jobs
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.Product Analyst (SEO & AEO) We are seeking a data-driven and detail-oriented Product Analyst (SEO & AEO) to join our digital experience team. This role is responsible for optimizing our website's organic visibility and enhancing content discoverability across platforms. The ideal candidate will leverage industry-leading tools to monitor performance, identify opportunities, and collaborate cross-functionally to implement SEO and AEO best practices. Key Responsibilities: SEO & AEO Performance Monitoring: Utilize tools such as BrightEdge and Siteimprove to track keyword rankings, traffic trends, and overall SEO health across the website. Cross-Functional Collaboration: Partner with content, UX, and development teams to implement SEO and AEO strategies, including metadata optimization, structured data, and schema markup. Technical SEO Issue Resolution: Identify and address issues such as crawl errors, broken links, and page speed concerns using insights from BrightEdge and Siteimprove. Keyword & Competitive Analysis: Conduct in-depth keyword research and competitive benchmarking to uncover growth opportunities and improve search engine visibility. Discoverability Optimization: Support efforts to enhance on-site search functionality and cross-platform discoverability, ensuring a consistent and compelling brand presence. Qualifications: Proven experience in SEO and/or AEO analysis, preferably in a digital product or content-rich environment. Proficiency with SEO tools such as BrightEdge, Siteimprove, Google Search Console, and Google Analytics. Strong understanding of technical SEO concepts including structured data, schema markup, and page performance. Excellent analytical skills with the ability to translate data into actionable insights. Effective communication and collaboration skills across technical and non-technical teams. Preferred Skills: Familiarity with HTML/CSS and CMS platforms. Experience with accessibility optimization and voice search strategies. Knowledge of UX principles and how they intersect with SEO. Position Title: Product Analyst - Digital Channels and Payments Business Unit: Retail Operations Reports To: Manager of Digital Channels and Payments Position Overview: This position is primarily responsible for supporting the development and implementation of digital channels and payments strategies for the Bank including assisting with the management of online banking, mobile banking, online bill paying and debit card services. Assists with product management including analyzing existing product performance and developing and improving our product offerings to meet market demand while enhancing our competitive advantage and profitability. Primary Responsibilities: Supports the selection, design, development and promotion of digital experiences. Completes basic analysis of digital experience, market trends and third party requirements as necessary, in support of the development of new and existing digital experiences. May help in the development of a business case, business plan and roll-out of experiences. Assists in efforts to increase the penetration and usage of digital banking channels to attract new customers and retain existing clients. Helps to locate and evaluate new vendors including assisting in the negotiation and administration of contracts for the provision of products and services to support the digital banking strategy. Executes customer focused quality assessments and improvement processes. As part of the first line of defense, supports risk management, compliance and audit needs as necessary. Assists with the development of appropriate training materials for front line staff to ensure adequate product knowledge for client sales and support including performing training as needed. Develops and maintains business reporting capabilities. Monitors business results of recently introduced or existing digital experiences, coordinates reporting and may recommend modifications to improve results. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Intermediate Level Experience in a similar position. In-depth knowledge of digital channels, payments, banking practices and regulations requiring legal compliance. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$58k-68k yearly est. 2d ago
Analyst, Resource Management
Visa 4.5
Foster City, 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 Visa Consulting and Analytics (VCA)drives tangible, impactful and financial results for Visa's network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management, marketing, operational and macroeconomics, Visa Consulting and Analytics solves the most strategic problems for our clients. The NA Consulting Practice within VCA provides consulting and solution services for Visa's issuer, merchant, acquirer, or co-brand partners in the UnitedStates. We apply deep expertise in the payments industry to provide solutions to assist clients with their key business priorities, drive growth and improve profitability. TheVCA team provides a comprehensive range of consulting services to deliver solutions that address unique challenges in areas such as improving profitability, strategic growth, customer experience, digital payments and managing risk. The Strategy and Operations (S&O) team supports the North America VCA team through setting standards, developing foundational processes, and driving operational performance for the consulting organization. ThisBusiness Analyst, Strategy and Operationsrole will work on strategic and operational projects that have large impact across the team. The ideal candidate will be a self-motivated, highly collaborative team player who is flexible andproactive at identifying and resolving issues. This position reports to the Sr. Manager, S&O. Some ways you may make an impact - Manage the centralized staffing function and improve the way we deploy resources Refine the new hire interview and onboarding process Identify process improvement opportunities and design and implement action plans to address them Specific responsibilities include - Manage the project staffing of VCA consulting resources Oversee weekly organization wide reporting for project pipeline, resource availability and resource utilization Produce materials for VCA NA Leadership Team meetings Deliver special projects to VCA NA on behalf of S&O Manage vendor relationships with partner consultancies. This includes sourcing staff augmentation candidates and running monthly vendor calls Onboard staff augmentation resources from vendors, track resource contract dates, facilitate extensions Coordinate the quarterly pooled hiring process on behalf of VCA NA This is a hybrid position.Expectationofdays intheoffice 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) Creative thinker with a results orientation who approaches challenges with thoughtfulness, drive, and appropriate urgency Team oriented, collaborative, diplomatic, and flexible, able to work effectively in matrixed organization Relevant experience at large management consulting firm or has experience in a similar role that is strategy and operations focused Client- and output-focused mindset, with a demonstrated track record of discovering and communicating key actionable insights Strong analytical skills, with demonstrated intellectual and analytical rigor Proficiencies in PPT & Excel Experience with RPA tools such as Power Automate Self-motivated, results oriented individual with the ability to handle numerous projects concurrently Excellent communication, storytelling and presentation skills Team player Technology mindset, curious, up to date with digital trends and Generative AI Strong planning, organizational, problem solving and execution experience, proven track record of success independently driving complex programs of work Excellent presentation and communication skills (written and verbal) including an ability to succinctly synthesize complexity and influence senior audiences Ability to navigate through ambiguity and experience in building new frameworks and processes A great team member who adds energy, ideas and fun to our team and corporate culture Experience working in an agile environment preferred Exposure to retail banking and/or payment card industry and/or merchant retail business is a plus 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 109,700.00 to 170,200.00 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.
$85k-110k yearly est. 3d 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. 2d 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. 2d ago
Financial Analyst
Visa 4.5
Foster City, CA jobs
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. Job Description As the world's leader in digital payments technology, Visa's mission is to connect the world through the most creative, reliable and secure payment network - enabling individuals, businesses, and economies to thrive. Our advanced global processing network, VisaNet, provides secure and reliable payments around the world, and is capable of handling more than 65,000 transaction messages a second. The company's dedication to innovation drives the rapid growth of connected commerce on any device, and fuels the dream of a cashless future for everyone, everywhere. As the world moves from analog to digital, Visa is applying our brand, products, people, network and scale to reshape the future of commerce. Visa's Value-Added Services division (VAS) is one of the three core revenue growth drivers for the company. VAS enable Visa's clients to deliver secure, reliable and convenient payments experiences for their customers. As one of the 5 business units within VAS, Risk and Identity Solutions (RaIS) helps prevent fraud across the entire payment journey, across all payment endpoints and networks-without stopping the flow of business. Built upon decades of experience and expertise, our solutions have the scale and depth to help safeguard billions of daily transactions. Position Summary: We are seeking a Financial Analyst to join the Risk and Identity Solutions team. This role requires interpersonal skills to cultivate partnerships across functions, regions, and teams, to successfully enact all planning, budgeting, forecasting, and month-end reporting processes. This role presents results and provides insights and analysis to business partners and executives. The ideal candidate has a background in financial analysis, preferably with a public company, and proven results collaborating with team members and supported functions. Essential Functions: Supports the coordination, organization, and execution of quantitative and qualitative analyses. Examples of activities include traditional budgeting and forecasting, month-end close, enhanced financial / business reporting, business case development, pricing analysis, P&L generation, and business planning support Supports business case development for key initiatives, ad hoc requests, and special projects Establishes and maintains relationships with a broad base of key stakeholders in the business and serves as a key point of contact for finance issues Acquires and maintains a deep understanding of the strategies, priorities, and issues of the business Applies overall analytical skills and experience to become a highly valued business partner Identifies and implements changes that improve efficiency and effectiveness of operational decision making Learn and understand Visa's financial reporting systems: run data queries, build financial architecture, and support finance technology initiatives Builds near and long-term views for growth that align with business strategy and data 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) 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 2d 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: Video Clip 1 Video Clip 2 Video Clip 3 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 3d 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.
$26.4-32.7 hourly 2d ago