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  • Senior Asset Management Applications Business Analyst

    Axelon Services Corporation 4.8company rating

    Management analyst job in Charlotte, NC

    Lead Business Systems Analyst (Distribution Intelligence Platform Evaluation) Hybrid Charlotte, Chicago, or Iselin Core Purpose of the Role This Lead Business Systems Analyst will drive the evaluation and selection of a next-generation Distribution Intelligence platform for Sales & Marketing. This includes assessing platforms like Synfinii s SalesPage and Client SalesVision, analyzing data models, mapping integrations with CRM and data ecosystems, and translating findings into actionable requirements and SAFe Agile deliverables. The role is both strategic and hands-on partnering with senior leadership while also performing detailed business and technical analysis. Key Responsibilities Strategic & Advisory Provide senior-level consulting to business groups on process improvements and platform selection. Contribute to senior leadership s IT strategy by aligning platform capabilities with business direction. Recommend future-state solutions, long-term technology improvements, and process optimization. Platform Evaluation Lead functional and technical evaluations of SalesPage, SalesVision, and similar industry platforms. Develop evaluation criteria (usability, scalability, reporting, data model flexibility). Perform vendor due diligence: demos, requirements capture, scorecards, comparison matrices. Analysis & Documentation Document current-state workflows, data flows, and reporting use cases. Perform gap analysis between organizational needs and vendor capabilities. Produce readiness assessments, risks, cost/benefit outputs, and strategic recommendations. Data & Integration Partner with architects and engineering to assess integration with: Salesforce CRM Snowflake Salesforce Data 360 Other enterprise data platforms Map data flows and identify required integration points for analytics and reporting. Agile Delivery Convert analysis outputs into Epics, Features, and Stories in Jira. Operate within a SAFe Agile framework; collaborate with product and engineering teams. Leadership & Collaboration Coach and guide junior analysts. Present to Product, Technology, Sales, and Marketing leadership. Required Qualifications 5+ years as a Business Analyst or Systems Analyst in Sales, Marketing, or CRM domains. Deep expertise with Salesforce CRM data structures. Strong hands-on experience with Snowflake and Salesforce Data 360. Proven experience in SAFe Agile, including creation of Features/Epics/Stories in Jira. Excellent documentation, facilitation, and presentation skills. Preferred Qualifications Experience with distribution intelligence or sales analytics tools: SalesPage, Client SalesVision, DST, or similar. Background in asset management, financial services, or intermediary distribution. Familiarity with Tableau, Power BI, or similar visualization tools. Knowledge of data governance, data lineage, and compliance frameworks. Other Requirements Education: Bachelor's degree preferred. Work Style: Hybrid; onsite in Charlotte, Chicago, or Iselin. Physical: Sedentary work.
    $65k-93k yearly est. 3d ago
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  • AI Optimization Analyst (Non-Technical)

    Truliant Federal Credit Union 4.6company rating

    Management analyst job in Charlotte, NC

    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. 4d ago
  • Lead Analyst, Credit Card Analytics

    Onemain Financial 3.9company rating

    Management analyst job in Charlotte, NC

    We are looking for a Lead Strategy Analyst to join the Card Analytics team in Charlotte, NC. This is an exciting opportunity to learn and drive significant business results through optimization of our credit risk underwriting, pricing strategies, acquisition strategy and provide analytics insights for business partners and executive members. These strategies include, but not limited to, approval/decline, line assignment, term, pricing, and risk appetite framework optimization to drive healthy revenue growth, loss mitigation, and streamlining of processes in support of better profitability and healthy lending portfolio. This role will have chance to pull the data, conduct deep analysis and investigation, apply critical thinking skills, draw insights from their work and leverage general business acumen to understand the customer behavior and develop profitable business strategies in a timely and accurate manner. The successful candidate will be able to summarizes their work and communicates effectively to management. Working with various partners, the role will also have responsibilities of reporting, strategy implementation, strategy validation and ad-hoc analyses including customer segmentation, competitive analysis, sensitivity analysis and modeling, and performance read. A successful candidate will expand their competencies and grow their business and industry acumen, as well as demonstrate the ability to work on complex processes or projects across the end-to-end project cycle. They will gain knowledge to suggest new answers to old questions, develop insights and push the traditional boundaries of the lending industry. Key Responsibilities Under your manager's limited guidance, you will design, recommend, document and execute consumer credit underwriting and pricing strategies via extracting and analyzing requisite historical customer performance data from multiple disparate systems. Utilize data query tools (i.e., R, SAS, SQL, MATLAB, Python) and decision tree analytical software to develop, test and execute new strategies. Leverage traditional regression model and machine learning algorithm to understand the key drivers and estimate customer behaviors by different strategy treatment Drive profitable business growth via developing strategy optimization framework with full credit-cycle view Implement Quality Control processes to ensure data accuracy Continually enhance existing processes and reporting through automation, quality control, presentation and insights Effectively summarize and present results and insights to management Qualifications Bachelor's Degree (Graduate Preferred) in a quantitative discipline, such as Engineering, Statistics, Economics, Business Management or Computer Science is preferred 3-5 years of experience in complex, data-driven problem solving Strong SQL, SAS and Excel skills required; experience with multiple types of relational databases, BI tools/platforms, and/or additional programming languages is a plus Innovative and capable of developing a highly analytical approach to solving problems Lending or consumer finance industry experience preferred Who we Are: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-time employees with: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurance Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) Most Loved Workplace 2022, 2023, and 2024
    $60k-82k yearly est. Auto-Apply 5d ago
  • Change Management Consultant III

    Us Tech Solutions 4.4company rating

    Management analyst job in Charlotte, NC

    + The Change Manager will be asked to facilitate change management delivery efforts across a portfolio of product teams. + This includes developing change management policies, establishing workflows for change approval, and creating metrics to measure the success of implemented changes - with the goal of continuously improving the change management process. **Roles & Responsibilities** + Strategic planning & assessment + Process management + Stakeholder coordination + Risk assessment + Audit trails for compliance + Foster a culture of continuous improvement **Objectives of the Role** + Accelerates the deployment of changes in product space + Ensure the organization stays agile and responsive by evaluating, prioritizing, and fast-tracking well-documented changes + Minimizing potential risks that changes could pose to IT infrastructure and business processes + Plotting a course that avoids the crosswinds of conflicting changes + Reduces post-release incidents **Successful Applicants will have these Qualities** + Sharp eye for detail in assessing each change, anticipating conflicts, and strategically scheduling changes to avert business disruptions + Demonstrated ability to communicate a vision and obtain buy-in + Ability to adapt and changes as business needs change + Familiarity with agile change approaches + Comfort with ambiguity + Demonstrated strong leadership skills: negotiation, conflict management skills, influencing skills, ability to give and receive positive and constructive feedback **Daily Functions** + Defines and develops change management approach for assigned projects/initiatives, both Waterfall and Agile environments and demonstrates added value of change management + Identifies groups and individuals impacted by an initiative and develops stakeholder assessments and supports sponsor roadmap development + Identifies training needs and develops content on projects or initiatives, including job aids, portal page content or user materials + Develops/implements change management plans on varied issues; can navigate the company to resolve issues/identify opportunities. + Manages follow up on elevated issues, briefs others in the organization. + Serves as change management representative in meetings with teams and management. **Skills & Requirements** + Processes in leading and implementing change management initiatives + Solid understanding of organizational development and change theory + Excellent communication, coaching, and mentoring skills + Ability to effectively deal with stakeholders + Good analytical and problem-solving skills to solve complex issues + Ability to operate changes on your own and as part of a group + Comprehensive knowledge of business management principles, procedures, and systems + A bachelor's degree in human resources (HR), business administration, or a related field + Expertise in influencing others to support change + Organizing multiple tasks and priorities simultaneously + Ensuring that changes are accomplished on time and within bud + Proficiency in interacting with stakeholders at various levels + Good analytical and problem-solving skills to solve complex issues + Potential to work independently as well as with others + Understanding of risk mitigation tactics + Proficiency in communicating technical information to non-technical staff + Efficient leadership competencies to drive change + Knowledge of business management principles, procedures, and systems + Familiarity with change management software + Expertise in coordinating with cross-functional teams **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** (********************************** . US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $96k-134k yearly est. 15d ago
  • Charlotte NC_Data Analyst(SQL, TOAD etc)_W2 only

    360 It Professionals 3.6company rating

    Management analyst job in Charlotte, NC

    360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement. Job Description We are looking to fill a position for Data Analyst in Charlotte NC. Qualifications •BA/BS •Five to ten years of experience dealing with large scale data analysis and management preferably financial services •Strong technical and business skills; •Strong analytical skills •Experience with SQL, Hadoop, Hive, Oracle, Teradata, Excel, Visio, Tableu •Experience using tools SQL developer, toad etc. •Experience with identifying critical data elements, Data quality and data governance techniques •Quick learner and able to glean insights from the data. •Demonstrated oral and written communication skills Additional Information In person interview is acceptable.
    $71k-92k yearly est. 3d ago
  • Analyst Program - High Yield

    Barings

    Management analyst job in Charlotte, NC

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. The Analyst Program provides recent graduates with a hands-on opportunity to gain deep exposure to credit markets and high-yield investments. Program Analysts work closely with senior research professionals to support underwriting, credit analysis, and portfolio management across a diverse range of issuers and sectors. The program begins with structured training and quickly transitions into live deal work, mentorship, and professional development through interactive sessions, networking, and team-building activities. Analysts are fully integrated into the team as key contributors, with top performers considered for full-time roles upon completion. Primary Responsibilities: Collaborate with senior research analysts throughout the underwriting process. Analyze issuer credit quality and security characteristics by building financial models and performing forecasts to support investment recommendations. Assess relative value by evaluating risk-return profiles of investment opportunities within the credit coverage universe. Review credit agreements and indentures, identifying and articulating structural strengths and weaknesses. Complete quarterly and year-end reporting initiatives, including earnings analysis, asset pricing, and industry reviews. Qualifications: Bachelor's or 1-year master's degree with anticipated completion in Spring 2026. Degree in Finance, Accounting, or Economics preferred. Minimum cumulative GPA of 3.0. Prior experience at a commercial bank, investment bank, or similar financial institution, or successful completion of a formal commercial credit training program, is a plus. Strong analytical and problem-solving skills. Exceptional communication abilities and a collaborative mindset. Proficiency with the Microsoft Office Suite. Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time OTHER BENEFITS Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program
    $66k-101k yearly est. Auto-Apply 14d ago
  • Analyst Program - High Yield

    Barings Corp

    Management analyst job in Charlotte, NC

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. The Analyst Program provides recent graduates with a hands-on opportunity to gain deep exposure to credit markets and high-yield investments. Program Analysts work closely with senior research professionals to support underwriting, credit analysis, and portfolio management across a diverse range of issuers and sectors. The program begins with structured training and quickly transitions into live deal work, mentorship, and professional development through interactive sessions, networking, and team-building activities. Analysts are fully integrated into the team as key contributors, with top performers considered for full-time roles upon completion. Primary Responsibilities: * Collaborate with senior research analysts throughout the underwriting process. * Analyze issuer credit quality and security characteristics by building financial models and performing forecasts to support investment recommendations. * Assess relative value by evaluating risk-return profiles of investment opportunities within the credit coverage universe. * Review credit agreements and indentures, identifying and articulating structural strengths and weaknesses. * Complete quarterly and year-end reporting initiatives, including earnings analysis, asset pricing, and industry reviews. Qualifications: * Bachelor's or 1-year master's degree with anticipated completion in Spring 2026. * Degree in Finance, Accounting, or Economics preferred. * Minimum cumulative GPA of 3.0. * Prior experience at a commercial bank, investment bank, or similar financial institution, or successful completion of a formal commercial credit training program, is a plus. * Strong analytical and problem-solving skills. * Exceptional communication abilities and a collaborative mindset. * Proficiency with the Microsoft Office Suite. Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS * Medical (including Virtual Care), Prescription, Dental, and Vision Coverage * Fitness Center Reimbursement Program (Including Online Memberships) * Employee Assistance Program (EAP) * Fertility Benefits FINANCIAL WELL-BEING * Highly competitive 401(k) Plan with Company Match * Health Savings Account (HSA) with Company Contributions * Flexible Spending Accounts (FSA) - Health Care & Dependent Care * Retirement Health Reimbursement Account LIFE INSURANCE * Basic and Supplemental Life Insurance * Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE * Paid Vacation, Sick Days and Annual Holidays * Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) * Short and Long Term Disability Plans * Paid Volunteer Time OTHER BENEFITS * Education Assistance Program * Charitable Matching Gifts Program * Commuter Reimbursement Program * Adoption and Surrogacy Reimbursement Program
    $66k-101k yearly est. Auto-Apply 16d ago
  • Analyst Program - High Yield

    Babson Capital Management 4.7company rating

    Management analyst job in Charlotte, NC

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities. The Analyst Program provides recent graduates with a hands-on opportunity to gain deep exposure to credit markets and high-yield investments. Program Analysts work closely with senior research professionals to support underwriting, credit analysis, and portfolio management across a diverse range of issuers and sectors. The program begins with structured training and quickly transitions into live deal work, mentorship, and professional development through interactive sessions, networking, and team-building activities. Analysts are fully integrated into the team as key contributors, with top performers considered for full-time roles upon completion. Primary Responsibilities: Collaborate with senior research analysts throughout the underwriting process. Analyze issuer credit quality and security characteristics by building financial models and performing forecasts to support investment recommendations. Assess relative value by evaluating risk-return profiles of investment opportunities within the credit coverage universe. Review credit agreements and indentures, identifying and articulating structural strengths and weaknesses. Complete quarterly and year-end reporting initiatives, including earnings analysis, asset pricing, and industry reviews. Qualifications: Bachelor's or 1-year master's degree with anticipated completion in Spring 2026. Degree in Finance, Accounting, or Economics preferred. Minimum cumulative GPA of 3.0. Prior experience at a commercial bank, investment bank, or similar financial institution, or successful completion of a formal commercial credit training program, is a plus. Strong analytical and problem-solving skills. Exceptional communication abilities and a collaborative mindset. Proficiency with the Microsoft Office Suite. Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account LIFE INSURANCE Basic and Supplemental Life Insurance Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE Paid Vacation, Sick Days and Annual Holidays Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time) Short and Long Term Disability Plans Paid Volunteer Time OTHER BENEFITS Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program
    $75k-106k yearly est. Auto-Apply 17d ago
  • Business Strategy Principal

    Slalom 4.6company rating

    Management analyst job in Charlotte, NC

    Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Who You'll Work With Slalom is seeking a Business Strategy Principal, to join our Business Strategy team in the Carolinas. Our Strategy team helps organizations of all kinds redefine what's possible, give shape to the future-and get there. We focus on high-impact projects, meeting our clients where they are to uncover business needs and deliver results. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes. What You'll Do * Lead, develop and deliver the creation of enterprise-wide and/or business-unit-level strategies to demonstrate the what, why and how to deliver business outcomes * Direct the development of complex situation assessments for organizations in highly dynamic, ambiguous and innovative industries * Run research and assessment activities, including data-gathering, analysis, and data synthesis, to provide a digestible and compelling narrative to our customers * Provide key perspectives and thought leadership on emerging trends and their impact on industry and client opportunities and challenges * Take an active leadership role in Slalom's strategy communities * Build project and program-level roadmaps that enable long-term client success and align to Slalom-enabled work * Provide process mapping guidance for the team and support complex process mapping portfolios * Understand and lead client outcome and deal strategies to drive solution details * Develop capabilities and solutions that align to our client's "Why" What You'll Bring Experience and demonstrated leadership in key areas of Business Strategy and Process Optimization including: * 5-10 years of experience in Growth Strategy Development, M&A Diligence/Strategy, Process Mapping and Improvement, Innovation Strategy * Previous strategy consulting experience at top tier firm required * Manage large workstream independently or small teams of consultants * Lead relationships with clients on day-to-day basis * Functional knowledge in multiple areas - Operations, Finance, Supply Chain, HR, and IT * Industry knowledge in one or more of the following - Oil & Gas, Power & Utilities, Chemicals, and Healthcare / Life Sciences Experience in key areas of Strategy including: * Vision Framing and Setting * Competitive Research & Analysis * Maturity Model Assessments * Value Stream Mapping * Financial Modeling * Strategic Planning & Roadmap Development * Executive Management & Communications * Continuous Process Improvement Education MBA highly Preferred Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position the base salary pay range is $133,000 to $181,000 . In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.
    $133k-181k yearly 7d ago
  • Nuclear Reliability Integrity Management (RIM) Engineering Consultant

    Si Solutions 4.0company rating

    Management analyst job in Charlotte, NC

    We are seeking a Reliability Integrity Management (RIM) Engineer with a strong focus on inspection and monitoring for advanced and operating nuclear reactor systems. This role will apply technical expertise in non-destructive examination (NDE), monitoring technologies, and degradation mechanism evaluation to support risk-informed decision-making under ASME Section XI Division 2 RIM programs. The RIM Engineer will contribute to ensuring safe, reliable, and cost-effective operation of nuclear systems by developing and implementing inspection and monitoring strategies that address complex degradation challenges across the component lifecycle. Primary Responsibilities: Develop and implement inspection and monitoring programs for reactor components, including in-service inspections (ISI) and advanced monitoring systems. Support degradation mechanism assessments, particularly for high-temperature and harsh service environments. Apply and interpret results from NDE methods (UT, RT, ET, PT, MT) and monitoring technologies for structural integrity management. Contribute to probabilistic reliability assessments to optimize inspection intervals, maintenance strategies, and risk-informed targets. Oversee or support qualification and deployment of NDE technologies in field and laboratory settings. Collaborate with cross-disciplinary teams to deliver risk-informed integrity management solutions. Interface with clients, regulators, and industry groups to align with technical requirements and evolving industry practices. What Success Looks Like: Timely delivery of accurate and defensible inspection and monitoring results. Risk-informed recommendations that improve plant safety, availability, and compliance. Implementation of innovative inspection and monitoring solutions for challenging reactor environments. Positive client feedback and continued engagement based on demonstrated technical expertise. Required Skills/Qualifications: 10+ years of experience in inspection, monitoring, or NDE programs within the nuclear industry. Hands-on experience with NDE methods (UT, RT, ET, PT, MT) and associated equipment. Knowledge of ASME Section XI (Division 1 or 2), related codes, and industry standards. Experience in evaluating materials performance and degradation under high-temperature, radiation, or corrosive environments. Bachelor's degree in Mechanical, Materials, Nuclear, or related Engineering discipline (advanced degree preferred). Desired Skills/Qualifications: Familiarity with industry programs (PWR Owners Group, MRP-227, BWRVIP, or DOE advanced reactor initiatives). Background in monitoring technologies, welding, fracture mechanics, fatigue, or corrosion science. NDE certification or materials engineering specialization. Demonstrated ability to integrate inspection and monitoring results into risk-informed integrity management strategies. Active involvement in technical organizations such as ASME, ASTM, ANS, or EPRI working groups. Export Control Notice: Certain positions at SIA may require access to information and technology which is subject to Export Administration Regulations 15 CFR 730-774, including those of the US Department of Energy (DOE) in 10 CFR 810 and Nuclear Regulatory Commission (NRC) 10 CFR Part 110. Hiring decisions for such positions must comply with these regulations and may result in SIA limiting its consideration of foreign nationals who are citizens of countries that are not on the DOE's Generally Authorized Destinations List: *************************************************************************************************** About Us: SIA is an engineering consulting firm serving various industries including Nuclear Power, Energy Services, Pipeline Integrity, and Critical Infrastructure. Join a team of internationally recognized experts in a culture based on knowledge, excellence, and respect for one another. Our employees are members of a distinct community of internationally respected professionals committed to quality, engineering innovation and a shared goal of building a safer world. Why Work at SIA? SIA offers a competitive salary and performance-based bonus program. Our retirement benefits include a Traditional 401k, Roth 401k, and an employer match. To help employees maintain a work-life balance, SIA also offers various paid time off including vacation, floating holidays, sick time, and parental leave. Our employees also enjoy a comprehensive benefits program that includes the following: Medical, dental, and vision insurance Life Insurance and AD&D Short-term and long-term disability Health Savings Account with employer contribution Flexible Spending Account for health care and dependent care ID theft protection and credit monitoring Structural Integrity Associates, Inc. is an equal opportunity employer. ***************** SIA does not welcome third-party recruiters, employment agencies, headhunters, etc. Please do not reach out to SIA employees requesting a call, sit down, meeting, or email response.
    $84k-113k yearly est. Auto-Apply 60d+ ago
  • 2026 Early Talent Analyst Program - Audit

    TDI 4.1company rating

    Management analyst job in Charlotte, NC

    Role Type: Undergraduate Hours: 40 Pay Details: $33.65 - $33.65 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: The Audit Associate executes audits for an assigned business, function or project and/or provide audit expertise and executes audit processes as part of a team or as an individual contributor. Audit The Internal Audit Division provides objective and independent assurance to management and the board of directors on the risk and control environment of TD Bank. Additionally, Internal Audit is a partner to TD business lines with the purpose of adding value, improving the bank's operations, and protecting stakeholders as the third line of risk defense. Internal audit has a unique ability to see across all facets of the bank and provide an independent opinion on the risk and control environment supporting our business. The Audit team assesses key elements of the Bank's governance, risk management, and internal control processes, especially around compliance, laws and regulations, financial reporting, safeguarding, and efficient use of the Bank's assets and resources. Audit is offering in-person opportunities in New York City, NY, Mount Laurel, NJ, or Charlotte, NC. Interns will be required to be in-office 4 days a week. Depth & Scope: Professional role providing guidance/ assistance to function supported Requires sound audit or business conceptual knowledge Executes on work with some complexity; generally requiring short to medium-term focus (weekly-monthly) Ability to process and handle confidential information with discretion Education & Experience: Undergraduate degree required Customer Accountabilities: Conducts audit work based on established audit plans and executes the audit in accordance with established standards ensuring completion Executes testing of controls such as but not limited to walkthroughs (documentation), test scripts (development and execution), and issue identification Helps coordinate communication with the stakeholders throughout the audit process Supports the team in reviewing internal controls and sharing findings and suggestions with both the stakeholders and audit leadership Executes follow-up of findings raised from regulatory and internal divisional audits in accordance with firm policy Provides input to audit projects/initiatives as a representative for area of specialization Shareholder Accountabilities: Adheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines, contributes to the review of internal processes and activities and assist in identifying control weaknesses/failures, potential opportunities to improve operational efficiencies for own business area May develop and provide complex reporting, analysis, and assessments at the functional or enterprise level Prioritizes and manages own workload to deliver quality results and meet assigned timelines Keeps current on emerging trends / developments and grows knowledge of the business, analytical tools and techniques and applies them where appropriate Assists in preparing and sharing audit findings and presentation materials with management and broader audiences, helping ensure clear and effective communication throughout the audit process Assesses / identifies key issues and escalates to appropriate levels and relevant stakeholders where required Contributes to the analysis, due diligence and implementation of initiatives within defined area of responsibility Employee/Team Accountabilities: Continuously enhances knowledge / expertise in own area Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency Establishes effective relationships across multiple businesses Participates in knowledge transfer within the team and business units Works to achieve individual goals and support other team members in the achievement of team goals and divisional objectives Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $33.7-33.7 hourly Auto-Apply 12d ago
  • Corporate Banking Program Analyst - Energy & Power

    W.F. Young 3.5company rating

    Management analyst job in Charlotte, NC

    Wells Fargo is seeking a Corporate Banking Analyst to join Wells Fargo's Corporate & Investment Bank. The Analysts will join and one of the industry's leading Energy & Power practices. The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. The candidate will be focused on supporting the relationship management and business development of Wells Fargo's energy portfolio within the America's region. In this role: Key responsibilities include: Monitoring the credit quality of the portfolio and helping underwrite new and existing credits including identification of key risk factors as well as the development of financial projection models. Actively involved in the preparation of credit approval documents, including due diligence, risk analysis, risk rating, underwriting, return analysis and business case, presentation and deliberation. Engagement with Independent Risk Management and legal counsel including reviewing documentation. Coordinating with product partners when applicable. Engage directly and proactively with internal stakeholders to: Provide ongoing, monitoring, maintenance, and management of the portfolio. Post deal portfolio maintenance includes liaising and building strong relationships with back office and middle office teams to help manage all ongoing operational matters. Interpret credit policies & procedures and incorporating requirements into credit analysis and lending recommendations. Help the team's Senior Relationship and Portfolio Managers prepare credit papers and internal presentations of transactions to the Bank's key stakeholders, senior management and credit approvers. Assist with ongoing preparation and accuracy of management reporting. Required Qualifications: 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Undergraduate degree (Business, Finance, Economics, Geoscience, Engineering or similar) from a four-year accredited college or university Understanding of corporate finance principles and capital structuring issues. Aptitude in excel based financial modelling with specific experience in Discounted Cash Flow modelling. Project and Structured finance experience being a distinct advantage. Strong analytical skills with high attention to detail and accuracy Excellent verbal, written, and interpersonal communication skills 6+ months of financial services industry experience Prior investment banking or capital markets experience is a plus Ability to work in a fast-paced deadline driven environment Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results Ability to work independently and in a team environment Job Expectations: Visa sponsorship is not available Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Location: Charlotte, NC Houston, TX Posting End Date: 25 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $61k-80k yearly est. Auto-Apply 4d ago
  • Manager, Data Management and MDM Consultant

    RSM 4.4company rating

    Management analyst job in Charlotte, NC

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Overview: RSM is looking for a Data Management and MDM Consultant to provide guidance, oversight, and consulting services. This role is a consulting management role and will be tasked with helping develop, implement, and maintain governance processes, provide guidance on Master Data Management implementations, while ensuring the highest level of data quality and accuracy across the organization. Additionally, this role will work with functional leaders and IT to drive requirements for the master data architecture design, hierarchy development and data management best practices within the organizations data and integration platforms. RSM is looking for someone with key functional knowledge, technical understanding, and process and project management to guide clients current and future data management needs. Essential Duties and Responsibilities: * Implement an enterprise-wide data governance framework, with a focus on data quality, synchronization, and standardization through processes, data monitoring, data remediation, training, and documentation * Work with data governance organizations, to build process for the day-to-day maintenance of data management and master data management implementations * Serve as a liaison between the functional data owners and the IT data owners to understand needed enhancements to integrations or data transformations to provide necessary controls and oversight * Develop and maintain a data dictionary, glossary, and process documentation to be distributed or made available to all employees * Own and drive a detailed communication plan which includes running weekly, monthly, and quarterly meetings with key data stakeholders and leadership * Create or enhance data visibility of data quality through analytics dashboards, key KPIs and other metrics and measurements * Work with function leaders to build enterprise hierarchies for key domains such as Product, Customer, Vendor and Employee to support data analytics, reporting and AI. * Develop and monitor processes to track data requests, reporting needs, and serve as a point of contact to ensure communication is targeted to appropriate technical and functional resources * Work with IT to develop and maintain a data inventory in the analytics warehouse, which includes a full list of available data models, model attributes, statical reporting inventory, ad hoc data marts, and user access * Research and keep up with new technologies and provide recommendations for enhancement to the current infrastructure * Develop, maintain, and oversee a data reconciliation processes to ensure the analytics data warehouse, data marts and reporting is consistent and reliable * Work with IT leadership to ensure the proper controls are being managed and reviewed for all data integrations * Provide project management oversight for the implementation of data strategy and governance projects * Own the single source of truth conceptual model in the data warehouse and ensure that all enrichments adhere to the model design principles * Collaborate with IT to ensure privacy/security and access to data is properly aligned to organizational standards * Provide thought leadership and support executive decision making around the use of data, setting enterprise standards, and enforcing data governance policies across the organization Required Qualifications: * BA/BS in Information Systems, Computer Science, Data Analytics or Data Science * 7+ Years of experience in data architecture, business intelligence, data governance * Experience with IDMC and CDGC implementation * 3+ Years of enterprise level project management experience * Knowledge of data governance frameworks or have demonstrated the ability to implement data strategies across disparate data systems * Knowledge of Master Data Management principles, including data quality and data deduplication processes * Hands on experience with managing data quality, governance, and data analytics projects from end to end * Experience with implementing data modeling concepts, semantic layer, star schema, data normalization * Ability to travel to meet client needs Preferred Qualifications: * Experience in manufacturing, financial services, or healthcare industry * Purview * Profisee * Boomi Integration platform At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $107k-214.5k yearly Easy Apply 43d ago
  • Corporate Banking Program Analyst - Energy & Power

    Wells Fargo Bank 4.6company rating

    Management analyst job in Charlotte, NC

    Wells Fargo is seeking a Corporate Banking Analyst to join Wells Fargo's Corporate & Investment Bank. The Analysts will join and one of the industry's leading Energy & Power practices. The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. The candidate will be focused on supporting the relationship management and business development of Wells Fargo's energy portfolio within the America's region. In this role: Key responsibilities include: Monitoring the credit quality of the portfolio and helping underwrite new and existing credits including identification of key risk factors as well as the development of financial projection models. Actively involved in the preparation of credit approval documents, including due diligence, risk analysis, risk rating, underwriting, return analysis and business case, presentation and deliberation. Engagement with Independent Risk Management and legal counsel including reviewing documentation. Coordinating with product partners when applicable. Engage directly and proactively with internal stakeholders to: Provide ongoing, monitoring, maintenance, and management of the portfolio. Post deal portfolio maintenance includes liaising and building strong relationships with back office and middle office teams to help manage all ongoing operational matters. Interpret credit policies & procedures and incorporating requirements into credit analysis and lending recommendations. Help the team's Senior Relationship and Portfolio Managers prepare credit papers and internal presentations of transactions to the Bank's key stakeholders, senior management and credit approvers. Assist with ongoing preparation and accuracy of management reporting. Required Qualifications: 6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Undergraduate degree (Business, Finance, Economics, Geoscience, Engineering or similar) from a four-year accredited college or university Understanding of corporate finance principles and capital structuring issues. Aptitude in excel based financial modelling with specific experience in Discounted Cash Flow modelling. Project and Structured finance experience being a distinct advantage. Strong analytical skills with high attention to detail and accuracy Excellent verbal, written, and interpersonal communication skills 6+ months of financial services industry experience Prior investment banking or capital markets experience is a plus Ability to work in a fast-paced deadline driven environment Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results Ability to work independently and in a team environment Job Expectations: Visa sponsorship is not available Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Location: Charlotte, NC Houston, TX Posting End Date: 25 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $82k-109k yearly est. 2d ago
  • 2026 Early Talent Analyst Program - Audit

    TD Bank 4.5company rating

    Management analyst job in Charlotte, NC

    **Role Type:** Undergraduate Charlotte, North Carolina, United States of America **Hours:** 40 **Pay Details:** $33.65 - $33.65 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Job Description:** The Audit Associate executes audits for an assigned business, function or project and/or provide audit expertise and executes audit processes as part of a team or as an individual contributor. **Audit** The Internal Audit Division provides objective and independent assurance to management and the board of directors on the risk and control environment of TD Bank. Additionally, Internal Audit is a partner to TD business lines with the purpose of adding value, improving the bank's operations, and protecting stakeholders as the third line of risk defense. Internal audit has a unique ability to see across all facets of the bank and provide an independent opinion on the risk and control environment supporting our business. The Audit team assesses key elements of the Bank's governance, risk management, and internal control processes, especially around compliance, laws and regulations, financial reporting, safeguarding, and efficient use of the Bank's assets and resources. Audit is offering in-person opportunities in **New York City, NY, Mount Laurel, NJ, or Charlotte, NC** . Interns will be required to be **in-office** 4 days a week. **Depth & Scope:** + Professional role providing guidance/ assistance to function supported + Requires sound audit or business conceptual knowledge + Executes on work with some complexity; generally requiring short to medium-term focus (weekly-monthly) + Ability to process and handle confidential information with discretion **Education & Experience:** + Undergraduate degree required **Customer Accountabilities:** + Conducts audit work based on established audit plans and executes the audit in accordance with established standards ensuring completion + Executes testing of controls such as but not limited to walkthroughs (documentation), test scripts (development and execution), and issue identification + Helps coordinate communication with the stakeholders throughout the audit process + Supports the team in reviewing internal controls and sharing findings and suggestions with both the stakeholders and audit leadership + Executes follow-up of findings raised from regulatory and internal divisional audits in accordance with firm policy + Provides input to audit projects/initiatives as a representative for area of specialization **Shareholder Accountabilities:** + Adheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines, contributes to the review of internal processes and activities and assist in identifying control weaknesses/failures, potential opportunities to improve operational efficiencies for own business area + May develop and provide complex reporting, analysis, and assessments at the functional or enterprise level + Prioritizes and manages own workload to deliver quality results and meet assigned timelines + Keeps current on emerging trends / developments and grows knowledge of the business, analytical tools and techniques and applies them where appropriate + Assists in preparing and sharing audit findings and presentation materials with management and broader audiences, helping ensure clear and effective communication throughout the audit process + Assesses / identifies key issues and escalates to appropriate levels and relevant stakeholders where required + Contributes to the analysis, due diligence and implementation of initiatives within defined area of responsibility **Employee/Team Accountabilities:** + Continuously enhances knowledge / expertise in own area + Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest + Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency + Establishes effective relationships across multiple businesses + Participates in knowledge transfer within the team and business units + Works to achieve individual goals and support other team members in the achievement of team goals and divisional objectives **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $33.7-33.7 hourly 10d ago
  • Internal Controls Analyst

    Sherpa 4.3company rating

    Management analyst job in Charlotte, NC

    Compensation: $95,000 Job Overview - Internal Controls Analyst - 34012 We're seeking an experienced accounting professional to support internal audit, risk management, and internal control initiatives across a global organization. This role offers strong exposure to finance leadership, meaningful project work, and a clear path for career growth throughout the organization. Key Responsibilities * Execute internal audit procedures across financial, operational, and IT areas * Test internal controls, identify gaps, and recommend improvements * Prepare audit reports and communicate findings to key stakeholders * Support planning and execution of internal and external audit activities * Partner with external auditors on audit and compliance efforts * Contribute to projects including internal control improvements, accounting process changes, new standard implementations, and system-related reviews Requirements * Bachelor's degree in Accounting or Business (accounting emphasis) * 2-5 years of public accounting experience * CPA preferred; CISA or CIA a plus * Big 4 experience preferred * Knowledge of GAAP and the COSO Framework * Strong analytical, organizational, and communication skills * Self-starter who builds relationships easily and works independently Additional Job Details Workplace Policy: #li-Hybrid Seniority Level: Associate Linked In Poster: #li-TC1 About our Process * We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in. * Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon. * Candidates for all Sherpa opportunities must be authorized to work in the United States. * Sherpa is an Equal Opportunity Employer.
    $95k yearly 16d ago
  • Solutions Enablement Project Analyst

    JPMC

    Management analyst job in Charlotte, NC

    Join our Global Banking team as a Solutions Enablement Project Analyst, where you'll lead the planning and delivery of innovative change learning initiatives, partnering with stakeholders to drive readiness and impact across treasury and merchant services. If you're a highly organized, resourceful learning professional with strong project management and communication skills, this is your opportunity to shape the future of learning in a fast-paced, dynamic environment. As a Solutions Enablement Project Analyst in Global Banking focused on learning solution delivery, you will consult on change learning deployment leveraging existing and evolving learning platforms. You will own the master calendar including invites and will drive the planning, execution and deployment of learning focused change readiness efforts in partnership with change practitioners. You will manage multiple initiatives in a fast-paced environment and have a strong understanding of learning design and delivery practices, as well as excellent communication, presentation, and stakeholder management skills. You will support the broader Solutions Readiness and Enablement teams covering both treasury (TS) and merchant services (MS). Job Responsibilities Own the change enablement training calendar and manage all learning intervention invites including bi-weekly change enablement sessions, targeted sessions and office hours. Lead development of the evolving learning readiness strategy, foundational readiness resources, tracking, and framework enhancements Facilitate design team review sessions and communicate participant feedback Consolidate best practices, pain points, key learnings from all delivery sessions and share findings quarterly; use to refine the learning strategy Maintain team resource sites, tools and collateral; manage stakeholder requests for tools and dashboard access Facilitate internal reporting approach to share success stories with senior stakeholders; drive preparation of stakeholder updates for management and reporting Deploy and execute the Solutions Enablement and Readiness team Mail Maven strategy Required qualifications, capabilities, and skills Relevant experience in the financial services industry or related field. Extensive knowledge of learning and delivery methods and practices. Proven expertise in managing or leading complex projects or programs from inception to execution, demonstrated through 4+ years of experience or equivalent. Demonstrated ability to apply advanced analytical, technical, and problem-solving skills in a project management context. Proven experience in utilizing data analytics to plan, analyze, and make inferences from data to offer continuous insight. Proficient in using software applications, digital platforms, and other technological tools to solve problems, improve processes, and effectively communicate and collaborate with clients and stakeholders. Experienced in managing a diverse team, with a focus on delegation, team building, and fostering an inclusive environment. Preferred qualifications, capabilities, and skills Proficient in Microsoft applications (especially PowerPoint) and experienced in using project management support tools (especially Workfront). Skilled in Adobe or similar learning delivery platforms. Comprehensive understanding and knowledge of current and evolving learning design and delivery methods. Integrated artificial intelligence solutions to enhance project outcomes and drive data-driven decision-making. Automated processes to streamline project workflows and increase operational efficiency. Innovative in fostering a culture of creative problem-solving and the adoption of new technologies.
    $62k-91k yearly est. Auto-Apply 60d+ ago
  • Project Management Office Analyst Co-op - Fall 2026

    Delhaize America 4.6company rating

    Management analyst job in Salisbury, NC

    Ahold Delhaize USA, a division of global food retailer Ahold Delhaize, is part of the U.S. family of brands, which includes five leading omnichannel grocery brands - Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Our associates support the brands with a wide range of services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more. Co-op Program Overview: Get an insider view of the fast-changing grocery retail industry while developing relevant business, technical and leadership skills geared towards enhancing your career. This paid Co-op experience is an opportunity to help drive business results in an environment designed to promote and reward diversity, innovation and leadership. Our mission is to create impactful early talent programs that provide cohorts with meaningful project work, learning and development sessions, and mentorship opportunities. Applicants must be currently enrolled in a bachelor's or master's degree program. Applicants must be currently authorized to work in the United States on a full-time basis and be available from July 13, 2026 through December 4, 2026. We have a hybrid work environment that requires a minimum of three days a week in the office. Please submit your resume including your cumulative GPA. Transcripts may be requested at a future date. * Approximate 6-month Co-op session with competitive pay * Impactful project work to develop your skills/knowledge * Career assistance & mentoring in obtaining full time positions within ADUSA * Leadership speaker sessions and development activities * One-on-one mentoring in your area of interest * Involvement in group community service events * Networking and professional engagement opportunities * Access to online career development tools and resources * Opportunity to present project work to company leaders and gain executive visibility Department/Position Description: The Office of the CIO function within ADUSA IT houses several enabling cross functional capabilities leveraged by the broader IT organization including Strategy, Governance, Planning, Transformation Management, Portfolio Management, Project Management and Vendor Management. The APMO Co-op role will support the Director of Agile Project Management Office on various process improvement initiatives and portfolio management activities including the gathering and documenting feedback on the waterfall and Agile methodology, updates to the methodology as needed, status reporting, Dependency Management and the creation of training materials and videos as required. Job Duties: * Audit current PMO processes to determine gaps in documentation, communication strategy, and processes. * Partner with the APMO team and provide support on process improvements for PMLC and Agile methodology by gathering feedback and identifying opportunities. * Solution and implement automation for Reporting and Metrics * Collaborate with cross-functional technology teams to identify opportunities for process improvement and automation. * Develop and deliver project status reports, presentations, and other project-related communications to IT stakeholders. * Partner with the Portfolio leads to ensure consistency of implementation and execution of the process. * Facilitate multiple meetings for Dependency Management. * Lead project management efforts for technology initiatives, including project planning, risk management, and stakeholder engagement. * Monitor project progress and identify risks and issues, providing recommendations and escalating as needed. * Maintain and report on overall initiatives roadmap. * Track various initiatives status, associated financials and work with other PMO teams for periodic updates. * Support creation of various leadership meeting materials as required. Qualifications: * Must be enrolled in a BS/BA, MS, or PhD program or a recent graduate in Project Management related field * Project management coursework and/or experience * Intermediate skills in Power BI * Advanced skills in MS Excel, MS PowerPoint * Analyze large sets of data, establish facts, and draw valid conclusions. * Demonstrated ability to handle a wide variety of tasks, and change * Oral and/or written communication skills * Presentation skills * Strong analytical skills * Initiative * Attention to detail * Strategic planning * Highly organized Individual cohort pay rates vary based on location, academic year, and position. ME/NC/PA/SC Salary Range: $18.10 - $31.00 IL/MA/MD Salary Range: $20.00 - $34.20 At Ahold Delhaize USA, we provide services to one of the largest portfolios of grocery companies in the nation, and we're actively seeking top talent. Our team shares a common motivation to drive change, take ownership and enable our brands to better care for their customers. We thrive on supporting great local grocery brands and their strategies. Our associates are the heartbeat of our organization. We are committed to offering a welcoming work environment where all associates can succeed and thrive. Guided by our values of courage, care, teamwork, integrity (and even a little humor), we are dedicated to being a great place to work. We believe in collaboration, curiosity, and continuous learning in all that we think, create and do. While building a culture where personal and professional growth are just as important as business growth, we invest in our people, empowering them to learn, grow and deliver at all levels of the business.
    $18.1-31 hourly 13d ago
  • AI Optimization Analyst (Non-Technical)

    Truliant Federal Credit Union 4.6company rating

    Management analyst job in Salem, NC

    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. 4d ago
  • 2026 Early Talent Analyst Program - Audit

    TD Bank 4.5company rating

    Management analyst job in Charlotte, NC

    Role Type: Undergraduate Hours: 40 Pay Details: $33.65 - $33.65 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: The Audit Associate executes audits for an assigned business, function or project and/or provide audit expertise and executes audit processes as part of a team or as an individual contributor. Audit The Internal Audit Division provides objective and independent assurance to management and the board of directors on the risk and control environment of TD Bank. Additionally, Internal Audit is a partner to TD business lines with the purpose of adding value, improving the bank's operations, and protecting stakeholders as the third line of risk defense. Internal audit has a unique ability to see across all facets of the bank and provide an independent opinion on the risk and control environment supporting our business. The Audit team assesses key elements of the Bank's governance, risk management, and internal control processes, especially around compliance, laws and regulations, financial reporting, safeguarding, and efficient use of the Bank's assets and resources. Audit is offering in-person opportunities in New York City, NY, Mount Laurel, NJ, or Charlotte, NC. Interns will be required to be in-office 4 days a week. Depth & Scope: Professional role providing guidance/ assistance to function supported Requires sound audit or business conceptual knowledge Executes on work with some complexity; generally requiring short to medium-term focus (weekly-monthly) Ability to process and handle confidential information with discretion Education & Experience: Undergraduate degree required Customer Accountabilities: Conducts audit work based on established audit plans and executes the audit in accordance with established standards ensuring completion Executes testing of controls such as but not limited to walkthroughs (documentation), test scripts (development and execution), and issue identification Helps coordinate communication with the stakeholders throughout the audit process Supports the team in reviewing internal controls and sharing findings and suggestions with both the stakeholders and audit leadership Executes follow-up of findings raised from regulatory and internal divisional audits in accordance with firm policy Provides input to audit projects/initiatives as a representative for area of specialization Shareholder Accountabilities: Adheres to internal policies / procedures, enterprise frameworks and methodologies and applicable regulatory guidelines, contributes to the review of internal processes and activities and assist in identifying control weaknesses/failures, potential opportunities to improve operational efficiencies for own business area May develop and provide complex reporting, analysis, and assessments at the functional or enterprise level Prioritizes and manages own workload to deliver quality results and meet assigned timelines Keeps current on emerging trends / developments and grows knowledge of the business, analytical tools and techniques and applies them where appropriate Assists in preparing and sharing audit findings and presentation materials with management and broader audiences, helping ensure clear and effective communication throughout the audit process Assesses / identifies key issues and escalates to appropriate levels and relevant stakeholders where required Contributes to the analysis, due diligence and implementation of initiatives within defined area of responsibility Employee/Team Accountabilities: Continuously enhances knowledge / expertise in own area Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues / points of interest Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency Establishes effective relationships across multiple businesses Participates in knowledge transfer within the team and business units Works to achieve individual goals and support other team members in the achievement of team goals and divisional objectives Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $33.7-33.7 hourly Auto-Apply 10d ago

Learn more about management analyst jobs

How much does a management analyst earn in Gastonia, NC?

The average management analyst in Gastonia, NC earns between $50,000 and $107,000 annually. This compares to the national average management analyst range of $49,000 to $98,000.

Average management analyst salary in Gastonia, NC

$74,000
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