A global private markets firm is seeking an experienced Analyst to join their Transactions team in Boston. This hybrid role involves supporting the investment function, coordinating documentation, and ensuring compliance across multiple teams. The ideal candidate is exceptionally organized, detail-oriented, and proficient in Microsoft Office. With a competitive salary range of $70,000 - $90,000 and additional benefits, this position offers opportunities for growth in a collaborative environment.
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$70k-90k yearly 5d ago
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Product Analyst - Visa Crypto Product Team
Visa Inc. 4.5
San Francisco, CA jobs
As an Analyst on the Visa Crypto Product Team, you will work to help the largest banks, crypto exchanges, wallets, protocols and fastest growing fintechs launch and grow their Crypto based solutions in issuance, acceptance and general remittance. Today many of these companies are leveraging Visa to help power their payment solutions globally. In this role, you will act both as a relationship manager and as a product liaison to our strategic bank, crypto exchanges, crypto infrastructure companies, and fintech partners who are looking to launch, expand, and enhance their payment and remittance solutions. This will require understanding the client's business goals and objectives, providing information and direction to partners, ensuring that the client's contractual commitments are met, and resolving issues clients may face. This position requires strong client management skills and analytical abilities. An ideal candidate is a self-starter with the ability to handle complex deals and partners in a high growth environment and manage ambiguous situations with nuance.
Essential Functions:
Work with clients to identify strategic opportunities, manage complex assignments, and determine appropriate courses of action.
Coordinate internal resources and project manage to accomplish Visa and client objectives as well as ensure that the client perspective is represented within the organization.
Prepare and present rich analytics to help clients discover their program's performance and effectiveness.
Represent the client's and account management's needs on the product roadmap by providing business requirements and prioritization and communicating roadmap back to the client.
Research and resolve client issues by utilizing internal platforms and collaborate with internal partners to facilitate resolution.
Grow the business by identifying new prospects that should leverage our services.
Determine courses of action for crypto initiatives and cross-client goals, working cross-functionality with groups like legal, compliance, privacy, product, data science, and business development.
Stay current with crypto industry and client trends and maintain a working knowledge of Visa products and services.
This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.
Basic Qualifications:
2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)
Preferred Qualifications:
3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
Current or former experience in payments or crypto industry are strongly preferred
Experience with end to end product and client solutioning delivery, make informed decisions on GTM strategy and commercials
Demonstrate excellent written and verbal ability to communicate with key stakeholders and present to senior leadership team
Strong knowledge base of stablecoin payment ecosystem, macroeconomics, blockchain tokenization / RWAs, and players involved. Research experience of blockchain primitives, stablecoins, real world tokenization is a plus
Strong problem-solving skills and creativity to identify new opportunities and use cases, anticipate how stablecoins can impact payments ecosystem
Strong product acumen - ability to take product into client solutioning, and partner with product team to deliver to market.
Sales experience including running a deal cycle end-to-end and negotiating is strongly preferred
Expertise in capturing complex concepts and pain points to real solutions for clients
Creativity and resourcefulness to overcome unexpected roadblocks
Demonstrated ability to articulate, drive, and motivate a team towards a strategic vision and roadmap
Ability to successfully build strong partnerships with cross-functional teams in a matrixed organization
Decisive and action oriented even in ambiguous situations
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel 5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
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$96k-128k yearly est. 1d ago
Operations Analyst
The Agency 4.1
Elgin, IL jobs
We are partnering with a well-respected local commercial bank in Elgin, IL that is seeking an OperationsAnalyst to join its on-site team. This is an excellent opportunity for a banking professional who enjoys working in a close-knit environment and wants hands-on exposure to bank operations, regulatory reporting, and financial reporting at a community-focused institution.
Key Responsibilities
Support daily bank operations with a strong focus on accuracy, controls, and efficiency
Prepare, review, and assist with Federal Reserve and other regulatory reporting
Assist in the preparation and analysis of financial, operational, and management reports
Partner with accounting, finance, and operations teams to ensure data integrity and compliance
Identify opportunities to improve operational processes and reporting workflows
Support internal audits, regulatory exams, and compliance-related requests
Participate in special projects and ad hoc analysis as needed
Qualifications
2-10 years of experience in banking or financial services
Background in bank operations, regulatory reporting, or financial reporting
Familiarity with FED reporting requirements
Solid understanding of financial statements and banking data
Strong attention to detail, analytical skills, and organizational abilities
Comfortable working on-site in a collaborative, small-bank environment
Additional Experience That's a Plus
Prior accounting experience (public accounting or industry)
Experience working at a commercial or community bank
Exposure to regulatory exams or audits
Advanced Excel or reporting system experience
Why This Opportunity
Join a highly regarded local bank with strong community roots
On-site role within a close-knit team
Broad, hands-on exposure across operations, reporting, and finance
Stable organization with a collaborative and professional culture
If you are interested in this opportunity or other banking opportunities we encourage you to apply today!
$50k-77k yearly est. 3d ago
Operations Analyst for Private Equity Team
Q Investments 4.1
Fort Worth, TX jobs
PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an OperationsAnalyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role.
If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level.
Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed.
About Q Family Office:
Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
About PHI Group:
Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment.
Position Description:
Provide analytical, forecasting, reporting, and project support to the CFO for the businesses.
Produce reports, which include key metrics, financial results, and variance analysis.
Assist in identifying opportunities for performance improvement across the organization.
Assist in analyzing M&A opportunities and evaluate new lines of business.
Develop models that help with decision-making.
Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments
Requirements:
Recent graduate with an interest in financial operations and management
Highly proficient Excel modeling capabilities
Partial VBA experience
Excellent academic credentials
Successful candidates must possess US employment authorization to work.
Must be able to commit to the position for at least three years.
About Scott McCarty:
Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc.
Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
$55k-82k yearly est. 3d ago
Endpoint Management Analyst
Commonwealth of Massachusetts 4.7
Boston, MA jobs
About MassArt
Founded in 1873, having celebrated its 150th anniversary in 2023, Massachusetts College of Art and Design (MassArt), is the nation's first and only independent, free‑standing public college of art and design in the country. MassArt is an inclusive community of thinkers, doers, makers, educators, innovators and leaders striving to shape the future through art and design. We've spent 150 years demonstrating the truly amazing things that happen when a world‑class art and design education is an option for every deserving student. Located in Boston's hub of arts and culture along the Avenue of the Arts, MassArt enrolls 2,000 students and offers a comprehensive range of undergraduate and graduate degrees in 18 disciplines, as well as continuing education and youth programs.
MassArt strives to be a model of diversity and inclusion; the campus community reflects the layers of cultural and self‑identity that proudly make up our region, nation, and world. We build effective partnerships with co‑workers throughout the College by freely sharing appropriate information and providing assistance to all and maintain an environment that is welcoming to persons of all backgrounds, nationalities, and roles.
Job Description
Official Title: Endpoint Management Analyst
Weekly hours: 37.5 hours
Salary range: $73,000 to $77,000 annual
FLSA Status: Exempt
Bargaining unit: APA
General Statement of Duties
The Endpoint Management Analyst provides advanced technical support and systems engineering for endpoint devices and user-facing technologies across MassArt's academic and administrative environments. This role supports a diverse ecosystem, including Windows, mac OS, iOS, ChromeOS, and related platforms, ensuring secure, efficient, and scalable endpoint operations. The Analyst is focused on analyzing system health, optimizing deployment processes, managing application packaging, and troubleshooting complex failures within the management tools. Serves as a technical lead for endpoint deployment, security, and automation.
Duties and Responsibilities
Manage and support a fleet of Windows PCs, designing scalable solutions for configuration, deployment, policy enforcement, and user experience across academic and administrative environments.
Serve as the Subject Matter Expert (SME) for all Windows technologies. Additionally, a key resource providing Tier 3 backup and escalation support for the Apple environment and related desktop infrastructure.
Serve as Primary administrator for endpoint deployment and management platforms such as KACE, Intune, and ChromeOS tools.
Serve as the backup administrator for JAMF and Apple School Manager, and support onboarding and integration of identity‑based tools.
Assist in the management of the software licensing server and applications for both Macs and PCs.
Identify and remediate systemic issues affecting endpoint connectivity.
Collaborate with Print Services and vendors (e.g., Xerox) to troubleshoot and support print infrastructure, including Papercut, multifunction copiers, and large‑format printers.
Act as a contributing administrator for endpoint‑related SaaS platforms such as Sophos (security) and CrashPlan (backup), ensuring reliable protection and recovery for PC users.
Work with platform vendors to optimize service functionality and contribute to internal documentation for ongoing support and operations.
Partner with Academic Technology and studio managers to coordinate software license deployments, Windows upgrade planning, and testing.
Align software and OS update schedules with academic and administrative cycles, providing proactive support for version‑related compatibility or performance issues.
Participate in roadmap planning for endpoint‑related services, collaborating with cross‑functional teams on strategic initiatives.
Provide advanced technical support and end‑user assistance for endpoints, devices, and user‑focused technology resources including software, networks (wired, wireless, VPN), telecom services, and enterprise systems.
Respond to and resolve service tickets in alignment with departmental policies, ensuring high‑quality customer service.
As necessary, may provide functional supervision to contractors and students engaged in endpoint support.
Perform additional duties as assigned by supervisor or Deputy Chief Information Officer.
Qualifications Requirements
A Bachelor's Degree or equivalent combination of education and directly related experience
3+ years of experience supporting working with a management system for Windows and mac OS endpoints in an enterprise environment.
Proficiency with endpoint management tools (e.g., Intune, Jamf, KACE) and scripting languages.
Strong knowledge of endpoint security practices, operating systems, and application troubleshooting.
Demonstrated excellent communication, organizational, problem‑solving, and follow‑up skills.
Ability to work independently and collaboratively in a diverse campus community.
Ability to work as a member of a team.
Familiarity with Information Technology Services Management (ITSM) and Information Technology Infrastructure Library (ITIL)
Experience with Google Workspace, Active Directory, Azure/Entra ID and Office 365
Prior experience with service desk software.
Preferred Qualifications
Experience in Higher Education
CompTIA A+
ITIL Foundation
Jamf 100 Certificate
Microsoft Certified: Endpoint Administrator Associate (MD‑102) - Covers endpoint deployment, policy configuration, compliance, security, and support in Microsoft 365 environments.
Additional Information
Additional Information: Please note MassArt:
Does not support employment‑based visa sponsorship or non‑student exchange visitor visa sponsorship.
Is not an E‑Verify institution.
Selected candidates must be eligible to work in the US at the time of employment, complete all onboarding tasks including a Criminal Offender Record Information (CORI) and Sex Offender Registry Information (SORI) background review and provide proof of eligibility to work in the US by completing the Form 19, Immigration Reform and Control Act of 1986.
You are required to show proof of your identity and employment eligibility within three (3) days of the start of your employment. You will not be authorized to work in any capacity until all paperwork has been completed. For a list of all acceptable documents please click here.
Comprehensive Benefits (does not apply to contractor/student positions)
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future. Want the specifics? Please click here to view MassArt Benefits.
MassArt provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, gender identity or expression, age, sexual orientation, national origin, ancestry, disability, military status, genetic information, pregnancy or a pregnancy‑related condition, or membership in any other legally protected class.
MassArt complies with all applicable federal, state and local laws governing nondiscrimination in employment in every location in which the college operates. This policy applies to all terms and conditions of employment.
Application Instructions
Please provide a resume and cover letter.
For additional inquiries related to the salary transparency, please contact Human Resources at ************** or **************.
PLEASE APPLY FOR THIS OPPORTUNITY ON THE MASSART CAREERS PAGE TO BE CONSIDERED. SEE HERE TO APPLY.
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$73k-77k yearly 4d ago
Municipals Analyst
Barclays 4.6
San Francisco, CA jobs
Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents.
To be successful as a Municipals Analyst, you should have experience with:
Financial services, government, or related field
Ample quantitative abilities
Excellent written and verbal communication skills
Multitasking while exhibiting a high level of attention to detail
Understanding of finance and bond math
Some other highly valued skills may include:
Experience with DBC Finance Program
Demonstrated interest in public policy
Familiarity with and understanding of financial markets
High level of energy, positive attitude, and mental curiosity
You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills.
This role is located in San Francisco, CA.
This role is regulated by FINRA.
Minimum Salary: $110,000
Maximum Salary: $125,000
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
Purpose of the role
To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis.
Accountabilities
Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities.
Market research and analysis to identify industry trends, potential deal opportunities, and client needs.
Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions.
Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services.
Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions.
Analyst Expectations
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
Will have an impact on the work of related teams in the area.
Partner with other functions and business areas.
Takes responsibility for end results of a team's operational processing and activities.
Escalate breaches of policies / procedure appropriately.
Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
Advise and influence decision making within own area of expertise.
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function.
Make evaluative judgements based on the analysis of factual information, paying attention to detail.
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
Guide and persuade team members and communicate complex / sensitive information.
Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
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$110k-125k yearly 5d ago
Senior Analyst
Continental Realty Corporation 3.9
Baltimore, MD jobs
Senior Analyst - Commercial Collections & Compliance
The
Commercial Collections & Compliance Analyst
supports the operational performance of our
retail
real estate portfolio by creating systems, improving workflows, and delivering clear reporting for Operations, Asset Management, and Leadership. This role serves as a cross-functional coordinator with Leasing, Lease Administration, Legal, and Property Management to ensure accuracy, compliance, and timely resolution of tenant financial and operational obligations.
**Hybrid schedule available, requires 3 days at our corporate office in Baltimore.**
Key Responsibilities
1. Commercial Collections Management
Lead the end-to-end collections process across the retail portfolio; build proactive workflows, tiering, triggers, and dashboards beyond standard automated reports.
Manage arrearages 60+ days past due, escalating to legal, outside counsel, or enforcement actions when appropriate.
Support bankruptcy tracking and reporting with guidance from Retail Leasing leadership and Legal.
Coordinate payment plans and settlement agreements in partnership with Leasing.
Oversee legal collections and evictions with outside counsel, ensuring accurate tracking across the portfolio.
2. Post-Eviction Recovery & Analysis
Analyze post-eviction collectability and recommend recovery strategies.
Manage the full post-eviction recovery process with outside counsel, including tracking outcomes and evaluating cost-benefit KPIs.
Provide recovery performance reporting to Operations and Asset Management.
3. Compliance Monitoring: Sales Reporting & COIs
Track and collect delinquent sales reports; conduct high-level audits for reasonableness and reporting frequency.
Monitor tenant COI compliance and intervene when Lease Administration and Legal escalations are exhausted.
Engage directly with tenants when necessary, requiring strong interpersonal and negotiation skills.
Maintain accurate compliance records and communicate status updates internally.
4. Reporting, Metrics & Business Intelligence
Maintain and enhance a quarterly BI matrix capturing key metrics such as arrearages, collections performance, recovery rates, COI compliance, and sales reporting compliance.
Standardize processes and develop automated or semi-automated workflows where feasible.
Produce actionable portfolio-level insights for senior leadership.
5. Cross-Functional Collaboration & Communication
Serve as the central liaison across Leasing, Lease Administration, Legal, and Property Management.
Ensure alignment on tenant status, collection strategies, compliance issues, and next steps.
Provide timely updates and insights to Operations and Asset Management.
Qualifications
3-5+ years in commercial property management, collections, lease administration, or similar role; retail experience preferred.
Strong analytical capabilities, including BI tools, Excel, and portfolio reporting.
Proven ability to build systems, workflows, and standardized processes.
Excellent cross-functional communication and coordination skills.
Working knowledge of commercial leases, legal processes, and tenant compliance requirements.
Highly organized and effective in a fast-paced owner-operator environment.
CRC is a 60+ year-old company with a best-in-class reputation as investors and operators. The firm is currently $4 billion in AUM. CRC is vertically-integrated and we are focused on delivering exceptional investment results through nuanced and thoughtful business strategies, unique to each asset.
$108k-141k yearly est. 2d ago
Analyst, Transactions
Harbourvest Partners (U.K.) Limited 4.5
Boston, MA jobs
Analyst, Transactions page is loaded## Analyst, Transactionslocations: Bostontime type: Full timeposted on: Posted Todayjob requisition id: R2137**Job Description Summary**For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and innovative thinking.In our collegial environment that's marked by low turnover and high energy, you'll be inspired to grow and thrive. Here, you will be encouraged to build on your strengths and acquire new skills and experiences.We are committed to fostering an environment of inclusion that promotes mutual respect among all employees. Understanding and valuing these differences optimizes the potential of both the individual and the firm.HarbourVest is an equal opportunity employer.This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. For example, you may choose to work in the office 4 days per week and take one remote day weekly (typically 13 weeks per quarter), leaving 5 additional remote days to be used as needed.The Analyst will serve as a member of the Transactions team supporting the investment function in investing capital as well as improving business operations. The role will have exposure to a wide range of activities surrounding the transaction closing process. This includes but is not limited to communication among relevant internal and external parties, supporting closing process and documentation, recording and reconciling transactions in our internal systems, and Know Your Client (KYC). This position will serve as a liaison with internal departments such as Legal, Accounting, Treasury, Tax, Compliance, and Portfolio Analytics, in addition to external parties, while observing all internal policies. The Analyst will support investments made from our offices in Boston, Toronto, London, Hong Kong, and Singapore. Prior experience with private equity, private credit, or corporate law firm would be an asset. Ability to provide notary services as a Notary Public of Massachusetts would also be an asset. This role is not focused on evaluating investment opportunities.## The ideal candidate is someone who is:* An exceptionally organized individual with an outstanding attention to detail* A team-player that is able to efficiently prioritize multiple projects and meet target dates with little direct supervision* Quick to develop a strong understanding of new systems, data relationships, and processes* Able to communicate professionally and confidentially with colleagues of all levels and across multiple teams## ## What you will do:* Coordinate documentation in support of investment execution (e.g., obtaining signatures, tax and compliance documents, wiring instructions, contact sheets)* Work closely across multiple groups and geographies to ensure compliance with all closing processes, internal documentation, and reporting procedures* Assist with the implementation of Transactions strategic initiatives, ad-hoc operational projects, and other aspects of group management* Maintain internal systems for planning and tracking investment closings for firmwide reference* Support associates/senior associates to facilitate and prepare the funding package for investments, ensuring that all requirements are satisfied completely, accurately, and in a timely manner* Reconcile discrepancies and work in internal systems and with internal business partners to ensure that appropriate information is entered in our systems accurately and completely* Track and upload transaction related legal and authorization documents* Prepare invoices for deal-related expenses and provide allocations for deal-related invoices received* Monitor incoming legal communications from General Partners* Provide Notary Public services* Other responsibilities as required## ## What you bring:* Proven problem-solving and analytical skills* Strong attention to detail* An ability to handle multiple projects* Excellent written and verbal communication skills* Experience working with Microsoft Excel, Word and PowerPoint* Prior experience with private markets or corporate law would be an asset## ## Education Preferred* Bachelor of Arts (B.A) or equivalent experience* Bachelor of Science (B.S) or equivalent experience**Experience*** 0-2 Years relevant experience preferred#LI-Hybrid**Salary Range**$70,000.00 - $90,000.00This USD base salary range represents only one component of total compensation for this role and is provided in accordance with local requirements. This role is eligible for a discretionary annual bonus, which is determined based on individual and overall firm performance. In addition to salary and bonus, total compensation may include eligibility for long-term reward programs and a comprehensive total rewards package that may include retirement, health, insurance, paid time off, and wellness programs. Our total rewards offerings are influenced by several business factors, and eligibility for certain components will vary by position and geography. Please note the posted ranges do not apply outside the U.S. and should not be converted to other currencies as a proxy for compensation in other countries.HarbourVest is an independent, global private markets firm with over 43 years of experience and more than $146 billion of assets under management as of June 30, 2025. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,270 employees, including more than 230 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $64 billion to newly-formed funds, completed over $66 billion in secondary purchases, and invested over $49 billion in direct operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.
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$70k-90k yearly 5d ago
Business Analyst
Angel Oak Mortgage Inc. 4.2
Atlanta, GA jobs
About Angel Oak Mortgage Solutions
Angel Oak Mortgage Solutions is the nation's leading provider of Non-QM (Non-Qualified Mortgage) loans, offering innovative mortgage products designed for borrowers who don't fit traditional lending guidelines. Since our founding in 2014, we've helped thousands of self-employed individuals, real estate investors, and other unique borrowers achieve homeownership through flexible, common-sense solutions.
Headquartered in Atlanta, GA, our team is committed to delivering exceptional service, cutting-edge products, and a collaborative work environment that values integrity and innovation.
Angel Oak Mortgage Solutions is seeking a Business Analyst with proven mortgage expertise. ONLY CANDIDATES WITH MORTGAGE LENDING EXPERIENCE NEED APPLY! This role is crucial in ensuring the successful delivery of projects, digitizing our lending workflow and maintaining system efficiency and integrity. This individual will be responsible for applying project management acumen to ensure the solution results in reliable and efficient end-to-end business operations. This role must be performed in accordance with established company policies for governing change management. Key deliverables are scope definition, assessing detailed business requirements, managing change requirements, defining customer experience impacts, testing and business continuity planning.
Please Note: Only candidates with mortgage lending experience need apply.
Responsibilities
Identifying accurate business stakeholders for each project.
Providing strategic direction to the business in scope definition; ensuring that solution options achieve defined business outcomes, and that the business impacts are understood by all stakeholders and factored into requirements gathering and development plans.
Capturing end-to-end business requirements; recommending direction to the business based on the operational cost/benefits trade-offs as this is done.
Analyze and review alternative solutions and provide input to business areas on the most appropriate solution.
Equitably ensure allocation of time and resources to address business needs and completion of projects; this includes proper prioritization of business needs as directed by Angel Oak governance policies.
Develop and maintain technology roadmap for projects across multiple functional areas.
As applicable, collaborate with selected vendors to properly translate business needs into actionable solutions.
Collaborate with various stakeholders to gather and document detailed business requirements.
Identify opportunities for process improvements and implement solutions.
Support User Acceptance Testing (UAT) test strategy; support test case development and incident impact analysis.
Verify requirements through user test case development and incident impact analysis and seek approval from stakeholders of user acceptance testing.
Create, maintain, and socialize business process documentation.
Conduct feasibility studies and prepare operational cost-benefit analyses.
Support delivery standards, processes, practices and tools
Perform other duties as assigned.
Why Join Us?
Industry leader in Non-QM lending
Dynamic, growth-oriented culture
Opportunities for career advancement
Competitive compensation and benefits
$59k-85k yearly est. 2d ago
Operational Risk Analyst I/II
Washington Trust Bank 4.7
Spokane, WA jobs
The Operational Risk Analyst is responsible for implementing business unit specific risk and governance efforts, including the establishment and maintenance of a risk operating model and facilitating the development of risk-based policies and standards. Performs ongoing activities associated with the risk assessment process. Performs ongoing activities for the bank's Business Continuity Plan and oversees Disaster Recovery Testing.
ESSENTIAL FUNCTIONS
Risk & Governance
Maintain governance documentation detailing how information should be secured, including the maintenance and development of internal process/procedure documentation, including but not limited to risk, technology, and cybersecurity policies and standards.
Perform formal risk analysis and self-assessments for processes, leveraging industry standards like CIS, ITIL, and COBIT to build a unique program for assigned business unit.
Analyze internal controls to ensure compliance with documented and approved standards. Ensure that information systems within environment comply with company policies, standards, and procedures.
Assist with regular risk assessments, including organizing recurring meetings, reviewing and implementing process changes, business and/or support function procedures, internal controls, and assessment and/or development of internal documentation.
Research and respond to risk and governance questions from business units.
Drive, and provide advisory and subject-matter expertise, to appropriate support teams and business units for risk and compliance readiness.
Responsible for tracking and monitoring gaps in the risk and governance program; maintain gap analysis documents, gather necessary information from technology and lines of business to identify areas to improve banking practices.
Implement the process to identify new assets and perform the risk evaluation process to determine risk ranking.
Facilitate and liaise with technology leaders and key corporate risk groups (including Internal Audit, Operational Risk Management, Corporate Compliance, Enterprise Risk Management and Legal) to ensure the program is aligned with these groups and meeting obligations.
Support third-party audits and respond to risk/governance requests from regulators and auditors.
Demonstrate compliance with all bank regulations for job functions and keep up to date on regulation changes.
In conjunction with management, ensure compliance with appropriate regulatory and internal policies and procedures, including writing/revising policies and procedures as needed.
Maintain thorough knowledge of risk and compliance as it relates to the Division.
Conduct training sessions and other information meetings pertaining to Risk and Governance topics.
Conduct ongoing Graham Leach Bliley Act (GLBA) assessments as assigned.
Participates in special projects or duties as assigned.
Regular, reliable attendance is required.
Business Continuity Coordination
Performs ongoing activities for the bank's Business Continuity Plan, maintaining plan information, and oversees Disaster Recovery Testing to include development of tabletop exercises.
Evaluates the overall condition of the plan(s) and document any necessary changes.
Assists Risk Management Ambassadors with Business Continuity Plan questions or application support issues during semi-annual and annual reviews.
Develops disaster recovery plans for physical locations with critical assets such as data centers.
Analyzes impact on, and risk to, essential business functions or information systems to identify acceptable recovery time periods and resource requirements (Business Impact Analysis).
Develops emergency management plans for recovery decision making and communications, continuity of critical departmental processes, or temporary shut-down of non-critical departments to ensure continuity of operation and governance.
Evaluates applicable laws and regulations to determine impact on organizational activities as it relates to business continuity planning.
Writes reports to summarize testing activities, including descriptions of goals, planning, scheduling, execution, results, analysis, conclusions, and recommendations.
Identifies opportunities for strategic improvement or mitigation of business interruption and other risks caused by business, regulatory, or industry-specific change initiatives.
Creates or administers training and awareness presentations or materials.
QUALIFICATIONS
Bachelor's degree preferred, or equivalent.
5+ years of experience in or a combination of risk management, compliance, business continuity, audit, or banking operations.
Knowledge of risk management processes, including internal audit and information management.
Experience evaluating controls relative to various frameworks such as ISO 27002, NIST CSF, NIST 800 series, or financial services regulatory frameworks such as the FFIEC IT booklets, Cybersecurity Assessment Tool (CAT) and regulatory compliance.
Knowledge of systems and network concepts including access and authorization.
Knowledge of applicable regulatory requirements.
Ability to operate in a cross-functional environment, building and fostering relationships with other departments and stakeholders.
Ability to anticipate and respond to changing priorities and operate effectively in a dynamic demand-based environment, requiring extreme flexibility and responsiveness.
COMPENSATION
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.
Operational Risk Analyst I (non-exempt / hourly): $56,932 - $85,398 annually
Operational Risk Analyst II (exempt / salary): $74,806 - $112,209 annually
What Our Culture Can Offer You:
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outline by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$74.8k-112.2k yearly 3d ago
IT Access & Provisioning Analyst II
Commonwealth of Massachusetts 4.7
Chelsea, MA jobs
A state governmental agency in Chelsea, Massachusetts is seeking an Accounts Management Analyst II to manage employee provisioning and deprovisioning, ensure timely completion of requests, and support end-users with IT issues. The ideal candidate should have extensive experience in technical support, strong knowledge in Windows, Azure, and service management tools like ServiceNow, along with excellent problem-solving and communication skills. This full-time role offers a salary range between $77,290 and $116,401 annually.
#J-18808-Ljbffr
$77.3k-116k yearly 4d ago
Sr. Analyst, Paid Media
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.
The U.S. Consumer Marketing team (USCM) is part of the US Consumer Services Group and is responsible for making membership essential by creating and delivering world class marketing for our differentiated products and services that drives demand and inspires engaged card members across the customer lifecycle.
The Prospect, Partner, & Customer Growth team within the US Consumer Marketing Group is responsible for delivering best-in-class marketing through digital and direct channels to drive conversion of qualified applicants in the competitive landscape.
The **Senior Analyst, Paid Media** will help manage the growth and optimization of the Paid Media program and will be responsible for leading execution of key Paid Media marketing initiatives to drive efficient prospect acquisition at scale.
This is a great opportunity for candidates who want to strengthen their digital marketing skills and gain external partner management experience. It provides a chance to be at the forefront of digital growth & innovation, working with a collaborative team and building strong external partnerships.
**Key Responsibilities:**
+ Support the development of Paid Media channel strategies and content that directly connect to Enterprise priorities
+ Serve as a PMO for the channel, and project manage a variety of high priority projects from concept to launch and through execution
+ Manage relationships with both internal and external partners, including legal and compliance, analytics, external agencies, and media platform partners
+ Leverage internal and agency reporting to monitor and report on campaign performance, partnering closely with analytics teams to recommend channel optimizations
+ Own channel budget forecasting & reconciliation; drive efficiencies in process
+ Lead with an external perspective by keeping abreast of industry trends and technologies, serving as a subject matter expert for Paid Media across the organization
**Minimum Qualifications:**
+ Strong analytical skills with a proficiency in Excel
+ Have a "can do" attitude towards problem solving and demonstrated ability to work well with new opportunities
+ Strong project management and organizational skills including meticulous attention to detail, handling multiple priorities, managing timelines, driving flawless execution
+ Expert ability to build and manage both internal and external relationships across multiple work streams to deliver results
+ Strategic thought starter who can deliver work with consistence, independence, and excitement
+ Superior verbal, written, presentation, and interpersonal communication skills with a passion for creative problem-solving
+ Experience with programmatic media, 3rd party tracking, and agency management
+ Experience in highly regulated industry a plus
+ Bachelor's Degree preferred
**Qualifications**
Salary Range: $78,000.00 to $124,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.
**Job:** Marketing
**Primary Location:** US-New York-New York
**Schedule** Full-time
**Req ID:** 25023707
$78k-124.8k yearly 2d ago
Senior Analyst- Corporate Creative Strategy
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
Global Commercial Services (GCS) is the leading payments provider for businesses and corporations of all sizes. The U.S. Small Business and Middle Market segment is the largest GCS customer segment with strong growth momentum and remains a key area of investment and focus.
The Middle Market Demand Generation team sits within Managed Marketing & Prospect in GCS. The team is essential to the U.S. SME Sales & Marketing engine, warming and delivering high-intent leads to create new and expand existing customer relationships.
This Senior Analyst role will be responsible for the end to end strategy, development, and execution of digital marketing assets for the Corporate Middle Market prospect audience. These marketing assets will drive demand, awareness, and ultimately leads and conversions for Amex Commercial products.
Key Responsibilities:
* Lead the E2E creative strategy from ideation to launch for omnichannel digital marketing campaigns to drive awareness and demand for the Corporate Card Program
* Conduct market and competitive research to understand leading and innovative practices in B2B digital marketing and integrate them into US SME strategies to drive product demand
* Manage relationships with external creative agencies and develop effective, comprehensive creative briefs
* Partner closely with media agencies to determine optimal channels, timing and placements for initiatives
* Monitor campaign performance and utilize insights and learnings to inform future campaigns
* Partner closely with key stakeholders, both internal and external, to ensure alignment with marketing materials and that campaigns support broader business objectives
* Drive campaign roadmap, test & learn plans, and optimizations of marketing collateral for continuous performance improvement
* Oversee a Marketing OperationsAnalyst(s) responsible for the legal review process
* Execute marketing assets in partnership with operationsanalysts & Compliance partners to gain legal approval through a thorough review process
Minimum Qualifications:
* 2+ years of B2B and/or digital marketing experience
* Creative problem solver with a passion for challenging the status quo
* Strategic thinker - ability to ask the right questions and use data to develop winning, profitable strategies
* Digital/performance marketing expertise; ability to build campaigns that connect with audience segments and motivate actions
* Strong project management abilities with the ability to drive multiple initiatives across different work streams simultaneously
* Paid Media and/or Email channel experience and excitement - experience developing creative across multiple digital platforms, and a passion for introducing new/innovative new ones
* External agency management experience - writing creative briefs and delivering clear actionable feedback
* Strong collaboration and partnership skills - track record for building positive relationships and finding mutual benefit with multiple cross-functional partners
* Process-oriented with great attention to detail
* Comfort developing, and being held accountable for, performance targets
* Desire to innovate and try new things!
Salary Range: $78,000.00 to $124,750.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
$78k-124.8k yearly 2d ago
Senior Analyst- Corporate Creative Strategy
American Express 4.8
New York, NY jobs
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**How will you make an impact in this role?**
Global Commercial Services (GCS) is the leading payments provider for businesses and corporations of all sizes. The U.S. Small Business and Middle Market segment is the largest GCS customer segment with strong growth momentum and remains a key area of investment and focus.
The Middle Market Demand Generation team sits within Managed Marketing & Prospect in GCS. The team is essential to the U.S. SME Sales & Marketing engine, warming and delivering high-intent leads to create new and expand existing customer relationships.
This Senior Analyst role will be responsible for the end to end strategy, development, and execution of digital marketing assets for the Corporate Middle Market prospect audience. These marketing assets will drive demand, awareness, and ultimately leads and conversions for Amex Commercial products.
**Key Responsibilities:**
+ Lead the E2E creative strategy from ideation to launch for omnichannel digital marketing campaigns to drive awareness and demand for the Corporate Card Program
+ Conduct market and competitive research to understand leading and innovative practices in B2B digital marketing and integrate them into US SME strategies to drive product demand
+ Manage relationships with external creative agencies and develop effective, comprehensive creative briefs
+ Partner closely with media agencies to determine optimal channels, timing and placements for initiatives
+ Monitor campaign performance and utilize insights and learnings to inform future campaigns
+ Partner closely with key stakeholders, both internal and external, to ensure alignment with marketing materials and that campaigns support broader business objectives
+ Drive campaign roadmap, test & learn plans, and optimizations of marketing collateral for continuous performance improvement
+ Oversee a Marketing OperationsAnalyst(s) responsible for the legal review process
+ Execute marketing assets in partnership with operationsanalysts & Compliance partners to gain legal approval through a thorough review process
**Minimum Qualifications:**
+ 2 years of B2B and/or digital marketing experience
+ Creative problem solver with a passion for challenging the status quo
+ Strategic thinker - ability to ask the right questions and use data to develop winning, profitable strategies
+ Digital/performance marketing expertise; ability to build campaigns that connect with audience segments and motivate actions
+ Strong project management abilities with the ability to drive multiple initiatives across different work streams simultaneously
+ Paid Media and/or Email channel experience and excitement - experience developing creative across multiple digital platforms, and a passion for introducing new/innovative new ones
+ External agency management experience - writing creative briefs and delivering clear actionable feedback
+ Strong collaboration and partnership skills - track record for building positive relationships and finding mutual benefit with multiple cross-functional partners
+ Process-oriented with great attention to detail
+ Comfort developing, and being held accountable for, performance targets
+ Desire to innovate and try new things!
**Qualifications**
Salary Range: $78,000.00 to $124,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Marketing
**Primary Location:** US-New York-New York
**Schedule** Full-time
**Req ID:** 26000368
$78k-124.8k yearly 2d ago
Senior Principal Analyst, Corporate Real Estate
Financial Industry Regulatory Authority, Inc. 4.7
Denver, CO jobs
The Senior Principal Analyst, Corporate Real Estate reports to the Senior Director, Corporate Real Estate (CRE) and is a critical position in helping to drive overall CRE strategy. This position is responsible for analyzing nationwide real estate needs and trends, applying subject-matter expertise to shape FINRA's workplace strategy, and deliver insights that guide CRE leadership on long-range strategic forecasting. Additionally, this role manages the enterprise lease management program, $40+ million annual rent expense, and partners closely with external brokers to evaluate shifting market conditions across all regions. Responsible for partnering with Finance and CRE to oversee building operations month-end close, budget, forecasts, and variance analysis. The Senior Principal Analyst develops, elevates, and operationalizes management reporting and KPI frameworks for key stakeholders and senior leadership, ensuring visibility into performance, trends, and opportunities for optimization of the department. This is an experienced individual contributor role and expected to work under limited supervision.## **Essential Job Functions:*** Leads strategic analysis, recommendations, and decision support across CRE that enable senior leaders to make portfolio decisions aligned with FINRA's evolving workplace and workforce strategy.* Manages enterprise impact assessments tied to workplace strategy initiatives, identify and recommend early action opportunities.* Develops forecasting models that drive organizational decision-making; establishes comprehensive KPI frameworks aligned with corporate workplace strategy; and delivers strategic recommendations with measurable business impact to senior leadership.* Manages the financial oversight of corporate real estate capital initiatives, coordinating with internal teams and external project managers to ensure projects are delivered on budget and aligned with organizational objectives.* Oversees all corporate-wide lease matters. + Leads impact-analysis and lease recommendations for FINRA's workplace strategy. + Partners with Finance and Corporate Real Estate to oversee the building operations month-end close, budget, forecasts, and variance analyses. + Responsible for analyzing lease agreements with economic modeling, including total occupancy cost analyses incorporating tenant improvement allowances, and other rent concessions to evaluate total rents of multiple potential locations. + Ensure key milestone dates, such as early termination and extension notices, etc. and monitor lease compliance are accurately tracked by third party brokerage group. + Serve as the primary contact for operating expense reconciliations leases and third-party audit vendor; as well as provide annual ‘desk audit' for no less than two leases per year.* Manages, owns, and develops various executive management reports, including the CRE Dashboard, and serve as primary contact on CRE data for Management Committee.* Provide guidance to team members on financial and procurement matters related to the department.* Leads review of recommended sole-source requirements and conducts market analyses. Selects appropriate method of procurement (i.e. simplified acquisition procedures, sealed bidding, negotiations).* Demonstration of FINRA's values.* Collaboration, both in-person and virtually, in furtherance of FINRA's mission of investor protection and market integrity.## Education & Experience Requirements:* Bachelor's degree in Finance, Business Administration, or related field, or a combination of education and relevant work experience.* Minimum of nine (9) years of relevant work experience. Corporate real estate experience highly preferred.* Excellent analytical and project management skills.* Proficiency with PowerBI or similar reporting tool, Excel, and PowerPoint.* Proven ability to work autonomously, while operating in a fully collaborative environment, to influence and achieve desired outcomes, at all levels of the organization.* Strong oral and written communication skills.* Strong knowledge of MS Office Suite.* Experience with various real estate software such as FM Systems, a facilities management application, preferred.## Working Conditions:* Hybrid work environment, with defined in-person presence requirements.* Extended hours and travel, as needed.For work that is performed in CA, CO, FL, TX, IL, PA, MA, MD, VA, Washington, DC, NY and NJ, please refer to the chart below for the salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and internal peer compensation comparisons. CA: Minimum Salary $128,000, Maximum Salary $242,600CO/FL/TX: Minimum Salary $111,400, Maximum Salary $202,100IL\*/PA: Minimum Salary $122,800, Maximum Salary $222,400 MA/MD/VA/Washington, DC: Minimum Salary $128,000, Maximum Salary $232,500NY\*/NJ: Minimum Salary $128,000, Maximum Salary $242,600\*Including positions performed outside the state but reporting to an office or manager in that state.Candidates can expect salary offers that range from the minimum to the mid-point of the salary range. FINRA provides full pay ranges so that the candidate can consider their growth potential while at FINRA.#LI-Hybrid**To be considered for this position, please submit an application.** **Applications are accepted on an ongoing basis.***The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required.****Please note: If the “Apply Now” button on a job board posting does not take you directly to the FINRA Careers site, enter ***************************** strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at ************ or by email at ***************************. Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. Non-exempt employees are also eligible for overtime pay in accordance with federal, state, or local law. As part of its dedication to employee wellness, FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement, commuter benefits, and other benefits that support employee wellness, such as adoption assistance, backup family care, surrogacy benefits, employee assistance, and wellness programs.Time Off and Paid Leave\*FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days, unless otherwise required by law (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine
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$65k-81k yearly est. 2d ago
Technical Product Analyst - Digital
LGE Community Credit Union 4.3
Atlanta, GA jobs
This position is responsible for digital product research and Agile-based product implementations within LGE's digital unit to drive innovation, growth, and deeper member engagement within LGE's mobile banking app and digital platforms. The Senior Digital Product Analyst will partner with business and technology teams to vision, plan, and implement modern, relevant digital experiences for CU members and staff. The ability to drive quality results, build strong relationships, and lead technical product implementations are keys to success in this role.What You'll Do
Partner with internal and external stakeholders to lead and deliver multiple digital technology implementations to accomplish LGE organizational and digital roadmap objectives, enable operational efficiencies, and deliver best-in-class member and guest digital experiences
Collaborate with line of business and technology subject matter experts (SMEs) to create vision, define/translate business requirements, determine acceptance criteria, and create implementation plans to deliver innovative digital banking products/services & experiences
Position LGE as a leader and/or a fast follower by researching, recommending, and delivering new digital banking / channel products & services that align with member's banking needs, market demand & opportunities, and LGE strategic objectives
Responsible for leading multiple third-party systems integrations and select custom development (.NET based) projects, including management of external development teams
Develop and grow relationships with relevant third-party, digital or IT service providers to meet LGE member and staff needs and to deliver LGE strategic and operational objectives
Mentor and coach digital product analysts and digital support staff in critical digital product capabilities, product lifecycle management, and digital technology support as needed
Analyze, measure, and report on digital experiences from digital banking conversational AI information, other digital banking support inquiries, digital banking transaction data, and digital systems performance to validate success of services and recommend improvements
Create, review, and own content to educate and inform on digital banking self-service opportunities, digital banking support services, financial wellness & education through mobile and digital banking, digital banking operations, systems integration, and technical documentation including infographics for AI-based knowledge management system
Champion policies, processes and procedures for LGE's digital, agile-based product lifecycle management (PLM) practices and LGE's project management methodology, to successfully deliver results, manage risk, and create operational efficiencies
Provide documentation and information to support internal and external audits including any regulatory changes throughout the year for digital banking, IT, and LGE business operations
Be familiar with and follow all policies, procedures and processes which have been established to meet compliance requirements of all applicable federal and institutional regulations. These regulations include but are not limited to the Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act
Who You Are
Required: Bachelor's degree in a technology related field and/or 3-5 years of banking experience in a digital analyst or technical product owner role
Required: 3+ years' experience in banking, FinTech, or other financial services industries
Required: Working knowledge of technical product implementations, systems integrations, SSO and API third-party integrations for digital banking and other digital technologies
Preferred: Experience with mobile app and custom (or packaged) software development, project management methodologies, and product lifecycle management (PLM) practices
Preferred: Experience analyzing data, writing SQL queries, and/or creating reports including infographics to assess meaning and measure success of digital products and experiences
Preferred: Experience presenting technical product vision and implementation plans to business and technical audiences, including executives and c-suite level
Experience working with cross-functional business partners for strategic planning and product implementations, acting as the voice of the customer/member
Knowledge and passion for emerging mobile and financial technology (FinTech) trends
Excellent organizational, relationship management, and problem-solving skills
Self-starter who can make decisions individually and in a team environment
Ability to multitask and manage multiple projects from end to end
Excellent written and verbal communication skills
$54k-63k yearly est. 3d ago
Business Process Analyst
Cathay Bank-Headquarters 4.4
Rosemead, CA jobs
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for identifying, developing, supporting and/or implementing new operational processes and systems that increase efficiency and effectiveness within branches and back-office units. Responsible for analyzing financial data and transactions to identify risks and opportunities for improvement. Planning, organizing, tracking, and controlling the efforts and resources of various moderate scope operations projects. Support user acceptance testing for banking applications, ensuring the new enhancements meet the business requirements and function as intended. Support the delivery of solutions that improve everyday business processes, meet set objectives and solve business problems within agreed upon schedule.
ESSENTIAL FUNCTIONS
Support Business Units reporting needs by gathering and analyzing data using Business Intelligence (BIC) for the purpose of identifying solutions for strategic business needs and/or operational requirements.
Design and develop reports using Business Intelligence (BIC) to support the operations department in meeting operational and strategic reporting requirements.
Maintain a library of model reports for various types of recurring or repetitive information gathering.
Validate the integrity of reporting models and make changes as required.
Compile data and prepare regularly scheduled or special management report requests.
Assist with all aspects of systems related requests, including system testing and documentation.
Manage the Business Change Request (BCR) process by guiding stakeholders through BCR forms submission, documentation for testing and validation and official sign-off for enhancements and changes.
Open and monitor tickets with vendors such as FIS and Trustage for any IBS Insight and/or form issues.
QUALIFICATIONS
Education: College Graduate or equivalent experience required.
Experience: Minimum three years of experience in banking/financial services. IBS Insight Deposit System knowledge including familiarity with BIC, TellerInsight, Sales Management and Deposit Origination functionality required. System testing experience required. Must have a good understanding of banking and branch operations.
Skills/Ability: Analytical approach to research. Good understanding of project management concepts. Good organizational skills. Ability to communicate with staff at all levels. PC proficiency, including Excel, Word and PowerPoint. Ability to work with minimal supervision. Familiarity with branch and back-office functions, systems and related policies and procedures and regulatory issues. Ability to work independently and in a team environment. Ability to organize and coordinate multiple tasks. Detail oriented. Strong analytical, critical thinking along with written and verbal communication skills. Must show initiative, be self-motivated, and adapt well to a changing environment. Must be committed to seeking opportunities for improvement and possess the ability to achieve results despite challenges.
OTHER DETAILS
$74K - $82K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
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Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$74k-82k yearly 3d ago
Applications Support Analyst
Cathay Bank-Headquarters 4.4
Rosemead, CA jobs
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
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Learn more about us at cathaybank.com
GENERAL SUMMARY
The Applications Support Analyst position is charged with responding, resolving, and fulfilling internal Bank system support issues and requests. This position is charged with administering banking application systems and requires prior experience in application and server administration, knowledge in system interdependencies, and understanding of data sets.
ESSENTIAL FUNCTIONS
Independently analyze, troubleshoot, and document user support tickets related to banking applications systems. Ensure that support tickets are managed towards timely resolution and closure.
Collaborate with other areas within the IT department to fulfill business requests.
Perform application system maintenance such as installations, upgrades, and patching.
Resolve and fulfill requests compliant to established Service Level Agreements.
Regularly review system bulletins to ensure issues are identified, addressed, and communicated to appropriate parties timely.
Build strong client service relationships across various levels of the organization.
Ensure systems are secure through implementation of best practices and procedures, in accordance with FFIEC guidelines.
Integrate software and computer systems by analyzing and developing specifications that address business functions and workflow.
Maintain application system supports documentation on a regular basis.
Participate and contribute to scheduled Disaster Recovery exercises.
Take ownership of maintaining recurring System State updates; ensure that documentation kept are accurate and concise.
QUALIFICATIONS
Education: BS Computer Science/Engineering or equivalent work experience required.
Experience:
Minimum three years of experience in an applications support position.
Experience and knowledge of the financial/banking industry and regulatory requirements (FFIEC) preferred.
Experience with PC, Microsoft office suite, business applications, vendor applications, and vendor management preferred.
Experience in disaster recovery/application backup concepts and methods preferred.
Skills/Ability:
Ability to respond and reprioritize quickly to unexpected situations and initiate corrective action quickly.
Must be detail oriented and possess strong written and verbal communication skills.
Proven capability to effectively interface with dynamic development teams.
Strong ability to multitask and be proactive.
Ability to work independently with minimal instructions.
Customer-centric mindset
OTHER DETAILS
$33.65 - $39.90 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$33.7-39.9 hourly 3d ago
Analyst AML - 1170 FCIU
Cathay Bank-Headquarters 4.4
Monterey Park, CA jobs
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Assists in all aspects of monitoring activities related to the USA/FFIEC's Bank Secrecy Act Anti-Money Laundering Examination Manual's guidance.
ESSENTIAL FUNCTIONS
Maintains current knowledge of U.S. anti-money laundering rules and regulations.
Adheres to departments internal policies and procedures.
Reviews clients account transactional activities.
Requests with the appropriate branch or department members for additional information, when necessary, to assist in the evaluation process.
Prepares Case Investigative Write-ups.
Perform other duties as assigned.
Regular overtime is required, this includes occasional weekend days.
QUALIFICATIONS
Education: Bachelor's degree in accounting, Business Administration or related field or equivalent experience is preferred.
Experience:
One year plus of banking experience is preferred.
One year plus of BSA/AML/OFAC related experience is preferred.
Skills/Ability:
Proficient in MS Word and Excel.
Proficient written and oral communication skills; ability to communicate effectively.
Proficient analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions.
Possess good organizational skills and attention to detail.
OTHER CONSIDERATIONS
Cooperates and works effectively with others; recognizes, supports, and respects others.
Results of Bank's BSA/AML examinations will be considered in evaluating the individual's performance.
OTHER DETAILS
$26.44 - $33.65 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$26.4-33.7 hourly 4d ago
CRA Analyst
Cathay Bank-Headquarters 4.4
El Monte, CA jobs
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Provide overall analytical support for the department ensuring that Community Reinvestment Act (CRA) loans are correctly identified, evaluated, and maintained. Responsible for the completion of reports that monitor and track CRA performance for small business and community development loans. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Review lending data to identify and qualify loans reportable under the CRA (both small business and community development loans).
Input and prepare data into Ncontracts data collection software for internal review and annual submission with precision.
Assist in reviewing CRA compliance data that conforms to internal policy and procedures and external regulations.
Prepare and maintain Community Development Loans Spreadsheet.
Review the Downpayment Assistance Program (DAP) Grants for Director of Community Development/designee's approval.
Perform for Director of Community Development/designee's approval the monthly Suspense GL Certification of DAP grants for submission to the Controller's Dept.
Coordinate participation in Federal Home Loan Bank Board (FHLB) Workforce Initiative Subsidy for Homeownership (WISH) lending program and review documentation to ensure that loans qualify for reimbursement from the FHLB.
Coordinate participation in FHLB's community programs, such as, the Middle-Income Downpayment Assistance, Access to Housing and Economic Assistance for Development (AHEAD), and the Empowering Black Homeownership matching grant program.
Monitor reports and assist in the preparation of quarterly reports, self-assessment, and strategic plan.
Provide Lending Status Reports for Director of Community Development and regional managers.
Assist with the maintenance of CRA information updates - Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's Degree preferably in Business, Accounting, or Finance preferred.
Experience: Minimum one year of banking experience required; prior lending experience strongly preferred. Some working knowledge of accounting or commercial loan underwriting. Knowledge of CRA data collection software and SharePoint preferred but not required.
Skills & Ability:
Strong computer skills; proficient with Microsoft Office products.
Good organizational and analytical skills.
Good verbal and written communication skills.
Highly organized, results-oriented with strong attention to detail and good follow-through skills.
Highly enthusiastic and self-motivated.
Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities.
Ability to work offsite to perform service hours and attend CRA activities.
Ability to work independently and meet deadlines.
OTHER DETAILS
$26.44 - $32.69 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.