Analyst jobs at Needham Bank - 222 jobs

A leading financial services firm in Boston is looking for a Lead in Data Analytics and Quality Insights. This role focuses on providing analytical and process improvement support while working with various data sources. Candidates should have a Bachelor's degree and 5+ years of experience in data analysis. Proficiency in tools like Tableau and SQL is required. The position offers a hybrid work model with onsite obligations every other week. #J-18808-Ljbffr

Job Category: Mortgages Apply now Posted : December 5, 2025 Full-Time Hybrid Marlborough, MA 01752, USA Description Schedule Monday through Friday 8a-5p What You'll Do Summary/Objective: The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines. Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process. Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel. Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas. Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues. Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID. Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU. Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan. Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns. Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating. Review new products/services for potential compliance concerns; prepare risk assessments. Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures. Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems. Make recommendations for changes to procedures and documentation. Create and maintain gap analysis detail reporting. Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data. Communicate effectively with team members and Mortgage Department leadership. Identify issues and elevate as needed. Perform other job-related duties as assigned. What You'll Need Education and Experience Requirements: 5-7 years of leadership and related mortgage lending experience BA/BS Degree Knowledge of State and Federal compliance regulations Knowledge of Secondary Market guidelines Additional Eligibility Requirements: Professional Written and Verbal Communication skills What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal‑opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range $30.00 - $33.70 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. #J-18808-Ljbffr

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy, and global markets, delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies. The team develops and maintains robust frameworks, services, and tools to deliver goals-based wealth management, including asset allocation and portfolio construction across all asset classes, and manages discretionary single asset and multi-asset portfolios. The CIO Due Diligence team includes investment manager research, sourcing, and selection utilizing a strong investment governance process, including ongoing monitoring of traditional and alternative strategies. The Private Market Due Diligence Analyst leads the investment due-diligence process from start to finish on new funds added to the platform. This includes sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees, and working on team projects. The ideal candidate will possess: Strong General Partner (GP) network to source high-quality fund investments. Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real Estate, Infrastructure, and Private Credit. Company-specific modeling and valuation skills necessary to assess underlying private company investments. Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens. Excellent written and communication skills to present findings clearly and articulately to committees, advisors, and clients. Strong presentation skills are a plus. Comfortable dealing with senior executives at private market firms. Team player capable of working across Investment Solutions Group (ISG) and Business lines. Travel (approximately 25%) involved to meet fund managers and attend annual meetings. Qualifications/Desired Skills: Minimum of 7+ years of investment experience with a focus on private market investments, ideally in private credit, Buyout, Venture Capital, Real Estate, or Infrastructure. Proficiency with Excel, Thompson One, Preqin, and Cambridge data for modeling purposes. Series 7 and 66 licenses or ability to obtain within 120 days of hire required. Age requirement: Must be at least 18 years old. Massachusetts pay and benefits information Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation to search for a job or submit an application, please contact us by calling **************. This dedicated line is exclusively for assisting job seekers with disabilities. Messages left for this purpose will be considered. Responses may take up to two business days. Please note: Messages left for other purposes, such as follow-up on an application or non-disability-related technical issues, will not receive a response. #J-18808-Ljbffr

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

A leading financial institution in Boston seeks a Transaction Monitoring Lead Analyst. The role involves designing and deploying monitoring models for suspicious activities related to digital assets. Candidates should possess 3+ years of experience in suspicious activity monitoring and a Bachelor's degree in a quantitative field. This position offers competitive compensation and a comprehensive benefits program including 401K and insurance coverage. #J-18808-Ljbffr

Salary Grade : 13 The Process Excellence Business Process Automation Analyst I applies newly learned skills and techniques to solve various Bank operations automation needs. Works closely with BPA team members to learn the technical requirements of the position and evolve their approach to independently applying technical skills to create Business Process Automation (BPA) solutions using a variety of industry standard tools and processes. Analyst activities include BPA development and lifecycle management, technical support, and all phases of change management. This also entails collaborating with Business Analysts to work closely with users to understand business process and automation requirements. ESSENTIAL JOB FUNCTIONS / RESPONSIBILITIES: Business Process Automation Development Develop basic-level BPA solutions and maintenance with support of BPA team members. Works closely with BPA team members to adhere to Bank's Application Lifecycle Management (ALM) standards and guidelines Works closely with BPA team members to assist Business Analysts with the translation of operational needs into technical requirements Develop testing plans and coordinate the testing of new solutions Develop and maintain technical and procedural documentation Participate in committee meetings/presentations Learn new programming languages and technical concepts for future development initiatives Participate in Digital team planning and development methodology activities System Support & Administration Assist in the design, delivery, and improvement of in-house and third-party software Participate in User Access Management Activities Participate in the implementation of new software releases, following the Bank's IT policies Collaborate to identify and implement solutions to recurring problems Serve as an application resource for all Bank departments Help monitor and complete tasks in the department automated workflow queue (EWF) Development Platforms: Core integrated automated workflow system Cloud-based, low code application and workflow development platform. Managed File Transfer Solution Relational database QUALIFICATIONS: Bachelor's degree required Banking experience, with an understanding of Banking Operations preferred Solid written and verbal communication skills Strong organizational skills required Automated Workflow Development experience preferred 1 year collaborative tools experience required M365 experience preferred Strong technical and computer skills required Familiarity with relational databases and database concepts preferred Required to be available for support off-hours, as needed Must have cybersecurity awareness

Data Analyst, Cloud & SnowflakeCountry: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Associate, Data Analyst serves as a data analyst for multiple application initiatives. This role will be instrumental in leveraging data to support strategic initiatives, streamline operations, and ensure regulatory compliance. The ideal candidate combines deep data analysis experience with strong SQL, machine learning knowledge, automation capability, and familiarity with modern cloud platforms (e.g., AWS, Azure, GCP). Develop complex SQL queries to analyze and extract insights from large-scale datasets across cloud and on-premises systems. Create intuitive dashboards and reporting solutions using BI tools integrated with cloud data platforms. Apply machine learning techniques to support use cases such as fraud detection, credit scoring, and customer segmentation. Design and implement automated workflows and data pipelines, with awareness of orchestration tools and cloud-native data services. Collaborate with engineering, risk, compliance, and business units to deliver data-driven projects. Ensure high standards of data governance, integrity, and compliance, including working with cloud-based data lakes or warehouses. Troubleshoot and analyze data quality issues, ensuring alignment with banking and cloud security regulations. Ensure security, performance, and regulatory compliance of applications within a banking context. Good knowledge of data quality & data management platforms (Informatica is a plus ). What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent quantitative field. 5+ Years Relevant work experience. Strong command of SQL and experience with relational databases (e.g., PostgreSQL, MySQL, Oracle, Snowflake) Knowledge of automation frameworks such as Power Automate, Python scripting, or equivalent Hands-on experience with cloud platforms (e.g., AWS, Azure, or GCP) including services such as Lambda, S3, Azure Functions, or BigQuery Familiar with the Power BI/Tableau for building governance dashboards Proficient in Python or R for data analysis and model development Domain knowledge in banking areas such as regulatory reporting, risk analytics, or operational efficiency. Experience working with Snowflake, Databricks, or similar cloud-native data platforms. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $75,000.00 USD Maximum: $127,500.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Investment Banking Analyst - Consumer supports the execution of transactions and strategic advisory services within the Consumer sector. The Analyst conducts industry and company research, builds financial models, prepares client materials, and contributes to deal execution across mergers and acquisitions, public offerings, and private placements. What We're Looking For Conduct in-depth research on consumer industry trends, market dynamics, and competitive landscapes. Build detailed financial models to evaluate company performance, valuation, and transaction scenarios. Assist in drafting offering memorandums, pitch books, and other client-facing materials. Support transaction execution, including due diligence, data room management, and coordination with clients and counterparties. Collaborate with senior bankers and associates on live deals and business development efforts. Participate in client meetings and internal strategy sessions. Travel occasionally for client engagements or firm-related activities (up to 10%). What You'll Bring Strong analytical and quantitative skills with a solid understanding of finance and accounting. Demonstrated interest in the consumer sector and ability to interpret industry-specific trends. Excellent written and verbal communication skills. Highly organized with the ability to manage multiple projects and deadlines. Professional demeanor, intellectual curiosity, and a collaborative mindset. Education & Experience Minimum Required: Bachelor's degree in Finance, Economics, Business, or a related field. Minimum Required: Internship or 0-2 years of experience in investment banking, private equity, or corporate finance. Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook Compensation Range Salary: USD $110,000.00/Yr. - USD $125,000.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel At its core, the Stifel story is a journey of growth and optimism for the future. In our more than 125-year history, Stifel has evolved from a St. Louis-based brokerage house and is now a full-service investment bank, offering securities brokerage, trading, research, underwriting and corporate advisory services globally. Our expertise spans sectors and products in both public and private markets. We are driven by relationships, not transactions, and are committed to earning long-term trust from our clients. Our investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. The combination of a full-service product offering and more than 600 bankers' deep domain and product expertise allows us to provide solutions that meet the evolving needs of our clients. Stifel's success is rooted in the power of our people and platform. We provide our employees an entrepreneurial environment that rewards collaboration and hard work. We are looking to engage with and hire talented candidates from all backgrounds - specifically, those who have the desire to expand their skills and realize ambitious goals. We are committed to a workplace that reflects the clients we serve and the communities where we live and work.

Company Profile Founded in 1977, GMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. We offer investment strategies and solutions where we believe we are positioned to add the greatest value for our investors. These include multi-asset class, public equity, public credit, and liquid alternative offerings. We manage approximately $68bn for a client base that includes many of the world's most sophisticated institutions, financial intermediaries, and private clients. Industry-wide, we are well known for our focus on valuation-based investing, willingness to take bold positions when conditions warrant, and candid and academically rigorous thought leadership. Jeremy Grantham, GMO's Co-Founder and Long-Term Investment Strategist, is renowned as an expert in identifying speculative investment bubbles and also as a leading climate investor and advocate. GMO is privately owned and employs over 430 people worldwide. We are headquartered in Boston, with additional offices in Europe, Asia and Australia. Our company-wide culture emphasizes commitment to clients, intellectual curiosity, and open debate. We celebrate and respect our differences, while embracing and valuing what each of us brings to work, as we know that diverse teams in an inclusive, caring environment achieve higher engagement and better client results. Please follow the prompts included in this job posting to apply. The application window for this role is anticipated to remain open until the job is filled, or as otherwise determined by GMO. Position Description: GMO is seeking a quantitative researcher to join our Systematic Equity Team. The candidate will work closely with researchers and portfolio managers to support the team's rigorous research agenda. The team's research process is structured to analyze significant amounts of historic, current, and projected financial characteristics as well as detailed macroeconomic data. This individual will work closely with other members of the team on various research and investment related topics. This will include model-building, data cleaning, portfolio analysis and integration with all available GMO data sources. This position is located in our Boston office with the opportunity to work a hybrid schedule. Responsibilities: •Work closely with team members to develop and to support investment research projects. •Enhance and expand our processes by conducting deep research on targeted projects using state-of-the-art modeling techniques.•Develop creative investment ideas independently and articulate why those ideas fit into our process.•Conduct in-depth financial accounting and capital markets research to support equity investment strategies.•Develop and implement quantitative models using a variety of valuation techniques, such as dividend discount models and free cash-flow models.•Design and implement solutions to make a positive impact on the investment research and analysis environment, and to increase efficiency, depth, breadth, and throughput of quantitative research capabilities.•Enhance both our bottom-up and top-down valuation models used for identifying investment opportunities.•Work closely with colleagues in Technology, Investment Data Solutions and across other investment teams to enhance existing databases and quantitative processes.•Support portfolio managers with ad-hoc research requests.•Provide support for portfolio construction and management activities.•Participate in periodic portfolio rebalancing.•Monitor portfolio positions and risk exposures and work with the execution team on trading strategies and analysis. Required Skills and Characteristics: •The ideal candidate will have 5-8+ years of relevant experience in quantitative investing.•An advanced degree in accounting, Ph.D. preferred.•Strong understanding of financial accounting principles and practices.•Deep knowledge of modern valuation techniques, including dividend discount models and free cash-flow models.•Proficiency in Python for quantitative analysis and model development.•The ideal candidate will have demonstrated the ability to: - Work independently or collaboratively as part of a team, with a strong work ethic and sense of ownership. - Form actionable plans for solutions. - Generate functional, efficient software and documentation. - Work in source control and advance a shared code base. - Effectively manage multiple projects with strong prioritization skills. - Learn technical skills in new domains quickly. - Show a passion for applied research and technology.•This person should have the ability to develop creative investment ideas on their own and clearly articulate the ideas. •Solid written and verbal communication skills are important and the ability to effectively communicate with a wide array of investment and technology professionals is critical. GMO is committed to the recruitment, employment, and promotion of all candidates equally, regardless of an individual's gender, race, color, national origin, ancestry, age, religion, pregnancy, marital status, sexual orientation, gender identity or expression, military or veteran status, genetic information, physical or mental disability (except where such disability is a bona fide occupational disqualification) or any other classification protected under federal, state or local law.

Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit **************************** Summary: Resume, Cover Letter and Unofficial Transcript are required to complete your application. The 10-week Summer Analyst internship program offers a comprehensive introduction to investment management, providing immediate, hands-on experience working alongside Investment Analysts (IAs) with a range of backgrounds. Interns participate in a robust orientation and training program that familiarizes them with CA's data, research resources, client work, and investment teams. Throughout the program, interns collaborate closely with both Global Investment Services (GIS) and Global Investment Research (GIR), gaining valuable exposure to portfolio construction, asset allocation, and investment due diligence. This immersive experience delivers a well-rounded understanding of investment management. Job Description: Position Specifics: Location of Position: Arlington, VA; Boston, MA; Dallas, TX; San Francisco, CA Program Length: 10-week program from mid-June to mid-August (open to rising seniors: Class of 2027) Required for Application: Resume, Cover Letter and Unofficial Transcript Office Requirement: Summer Analysts are expected to work in their assigned office at least 4 days per week with the option to work from home 1 day per week. Expected Hours: Summer Analysts are expected to work 40 hours per week Base Pay/Salary: Arlington, VA; Boston, MA; Dallas, TX: $30 / hour; San Francisco, CA: $33 /hour Additionally, offer includes sign-on bonus. Responsibilities: Partner with Investment Analysts to assess investment managers' portfolios; gather and evaluate historical asset allocation, spending and performance data Support investment manager due diligence by conducting in-depth research and analysis on global markets, sectors, and managers. Collaborate with Investment Directors and Analysts to support client inquiries Prepare exhibits and other presentation documentation Attend meetings with top-tier investment managers Conduct research utilizing firm resources for capstone research project We Offer: In-depth orientation and training program that introduces interns to Cambridge Associates and investment management as well as self-guided learning opportunities through our online learning platforms Structured mentorship program, which partners each intern with tenured Investment Analyst who serve as key resource during intern program High exposure to Investment Directors through team-based environment and leadership lunches Opportunity to evaluate top-tier Investment Managers. Opportunity to work on current client portfolios and gain broad exposure across all asset classes Outings and other events, including service projects, to promote team collaboration and corporate citizenship Qualifications: Bachelor's degree (all majors) with a record of high academic achievement, 3.3 GPA minimum Eagerness to explore and learn more about capital markets and the investment industry Excellent communication skills, strong attention to detail and prioritization, and an ability to operate effectively in a team environment Proficient with MS Office suite, specifically Excel and PowerPoint Must be eligible to work in the US without sponsorship or restriction now or in the future Base salary range for this role: Pay Range Minimum: 0 Pay Range Maximum: 0 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity. The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

Bracebridge Capital, LLC is a leading alternative asset manager with approximately $12 billion of net assets under management. The firm pursues investment strategies primarily within the global fixed income markets with the objectives of capital preservation and absolute return without significant correlation to equity, interest rate and foreign exchange markets. Established in 1994, Bracebridge manages private investment funds that serve endowments, foundations, pension funds and other institutional and high-net-worth investors. Approximately 160 employees operate from our office located in Boston's historic Back Bay. The entrepreneurial and collaborative culture at Bracebridge rewards and supports motivated, dedicated, enthusiastic and intellectually curious individuals. We believe our firm's greatest asset is the people who work here. We are currently seeking a Machine Learning Analyst to join our growing data analytics and machine learning team. Our team focuses on creating algorithmic and machine learning solutions to open-ended problems with trading impact. The work is deeply collaborative with finance professionals and is an opportunity to explore applications of machine learning in total return portfolio management. The primary responsibilities of this position will include working closely with other members of the Machine Learning team to execute on projects across the full lifecycle, from concept to production. The ideal candidate will be eager to build a strong understanding of quantitative and mathematical problems and to learn how practical, data-driven and algorithmic approaches can be applied to real-world investment challenges. Strong candidates will be excited to grow over time, by developing deep domain knowledge in financial markets, increasing ownership of models and systems, and taking on broader responsibility as their skills mature. Since the team works closely with trading floor personnel to assist with portfolio management decision-making, an interest in finance is essential, but prior experience is not necessary. Responsibilities: Collaborate closely with Machine Learning team members, portfolio managers, and researchers to translate open-ended investment questions into well-defined analytical and machine learning problems Develop and evaluate machine learning and quantitative models, including simulation- and optimization-based approaches, for investment-related problems. Contribute to maintaining existing models and analytic tools in production Over time, take ownership of individual features and components and full projects Clearly document and communicate methods, assumptions, results, and limitations of models to other researchers and trading professionals across the firm. Stay current with relevant new techniques and technologies in machine learning and artificial intelligence, particularly as they pertain to finance and investing. Qualifications: Bachelor's degree (or equivalent) in a quantitative field such as Computer Science, Mathematics, Physics, Statistics, Economics, Engineering, or a related discipline. 0-3 years of industry work experience, internships, academic research, thesis work, significant coursework or independent projects involving data analysis or machine learning Strong quantitative, analytical, and communication skills Proficiency in Python and familiarity with machine learning packages, with experience in other languages a plus Experience working with and analyzing data from multiple sources and in multiple formats Familiarity with machine learning concepts such as supervised learning, model evaluation, and feature engineering Interest in financial markets, intellectual curiosity, and comfort in working on open-ended problems Strong written and verbal communication skills Current anticipated annual base salary range: $110,000- $145,000 Base salary within the range will be determined by various factors including but not limited to the individual's experience, skills and qualifications. We ask that all application questions be completed without the use of AI or automated tools. Submissions should reflect your own original thinking and experience.

**Region** Americas **Countries** Canada, Mexico, United States **Cities** Atlanta, Boston, Chicago, Mexico City, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program** Analyst Program **Job description** The Full-Time Analyst Program is for candidates who have graduated or will be graduating with a bachelor's or master's degree between September 2025 and July 2026. Our Full-Time Analyst Program is a two-year experience designed to empower and support Analysts in connecting their personal passions and strengths to BlackRock's mission, principles and purpose. The program begins with an orientation to learn about our purpose, business and strategic priorities - all while gaining insights into the day-to-day life of an Analyst at BlackRock. Following orientation, Analysts join their teams and stay connected with colleagues across the globe through ongoing training and professional development. This program offers Analysts the chance to have a lasting impact on the firm and contribute to our greater collective purpose of helping more and more people experience financial well-being. **Who can apply:** Undergraduate or master's students graduating between September 2025 through July 2026. **Important:** Candidates can apply for **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application for this program this year. **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $80,000-$115,000 Corporate & Strategic Functions $80,000-$100,000 Investment $80,000-$117,500 Operations $75,000-$117,500 Technology $90,000-$117,500 **For Washington state only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $75,000-$100,000 Corporate & Strategic Functions $75,000-$95,000 Investment $75,000-$112,500 Operations $70,000-$112,500 Technology $80,000-$112,500 Additionally, employees are eligible for an annual discretionary bonus, and benefits (************************************************************************ including health care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department, and individual performance.

Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations in Singapore, London, and Sydney, we manage over $120 billion on behalf of leading institutions worldwide-including pension funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches. What sets Acadian apart is our people. We foster a collaborative, intellectually curious environment where ideas are tested, diverse perspectives are welcomed, and innovation thrives. We're united by a shared purpose: delivering effective client outcomes and supporting one another in work that's both challenging and rewarding. We offer a flexible hybrid work environment, strong benefits, and a casual but focused office culture-all designed to support the meaningful, collaborative work that defines Acadian. Position Overview: The role is in the Portfolio Control team within the Investment Operations department, responsible for all aspects of fund-operations oversight, fund administration, portfolio accounting, account onboarding/startup, tax reporting, market documentation, and proxy voting for client assets under management at Acadian Asset Management LLC. Acadian supports a hybrid work environment; employees are on-site in the Boston office 3 days a week. What You'll Do: * Fund Oversight - Oversee portfolio accounting, custody, and middle-office functions. Ensure the accuracy of market values and review performance. Foster strong relationships with custodians, the middle office, and brokers to ensure proper attention to and maintenance of client accounts. Reconcile proxy-voting reports and address inquiries from external and internal parties. * New Account Startup/Onboarding - Prepare documentation to complete custodian welcome packages, complete internal system setups, and act as a liaison between stakeholders. * Fund Administration- Oversee fund payments, process invoices, set budgets, and handle daily accruals. Prepare regulatory, compliance, and tax filings; research and resolve breaches. Collaborate with external auditors and banks to finalize audited financial statements. * Market Documentation - Open markets for funds and maintain all local market/compliance documentation throughout the life of the fund. * Tax Reporting - Respond to client inquiries regarding taxes; facilitate K-1 and Canadian tax filings, Form 5500, and other tax reporting. * Operational Strategy - Identify and implement strategies to optimize costs, enhance efficiency, and deliver value across the firm. Continuously assess and strengthen operational processes, controls, and governance. We're Looking for Teammates With: * Bachelor's degree with strong academic performance. * At least 2 years of relevant experience in the investment industry. * Strong organizational, interpersonal, and analytical skills with a proven ability to manage multiple priorities across daily tasks and long-term projects. * Self-starter; highly motivated and driven individual with a strong work ethic and integrity. * Ability to work flexible hours, as required. * Understanding of international market documentation, trading requirements, tax and audit principles, and account-onboarding processes. * Proficiency in advanced Excel functions (VLOOKUP, PivotTables); experience with SQL and CRM platforms (e.g., Salesforce). * Experience with U.S. and Canadian tax reporting (e.g., K-1s, T3s) and audited financial statements. The base salary range for this role is $60,000- $75,000 per year. Actual compensation will be determined based on a candidate's skills, qualifications, and relevant experience. In addition to base pay, this position may be eligible for discretionary incentive compensation and includes participation in Acadian's comprehensive benefits program, which includes health, retirement, and wellness offerings. To apply for this position or view Acadian's open roles, please visit the Careers section of our website at: ******************************************************* We will contact only selected candidates. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ****************************. Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender, race, creed, color, sex, age, national origin, marital status, pregnancy or parenthood, veteran status, citizenship status, disability, gender identity, or sexual orientation.

Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under management and more than 475 employees, Audax is a leading capital partner for middle market companies, operating through three business lines: Audax Private Equity, Audax Private Debt, and Audax Strategic Capital. For more information, visit the Audax Group website ******************* or follow us on LinkedIn. POSITION SUMMARY: Audax Group is seeking a skilled, detail-oriented Data Analyst Co-Op to join the Business Development team. The co-op will collaborate with the larger team to design, develop, and maintain data pipelines, ensure data quality and integrity, and contribute to the expansion of the firm's data warehouse following our CRM migration. Additionally, the co-op will play a key role in building reports, dashboards, and processes to support the team's strategic objectives. The ideal candidate not only has strong technical prowess, but is also a self-motivated team player who can work independently in a fast-paced environment. RESPONSIBILITIES: Assist in designing, maintaining, and scaling the Audax CRM/data ecosystem Conduct data validation and quality assessments to ensure accuracy in our new CRM Audit, identify, and articulate data anomalies following our CRM migration Assist with implementation of data governance policies, including data cataloging and data lineage Collaborate on projects and design processes that drive the strategic objectives of the Business Development team TECHNOLOGY COMPETENCIES: Advanced in Excel Proficiency in SQL and/or Snowflake Familiarity with Power BI and/or Tableau a plus Familiarity with Salesforce a plus Experience designing and implementing optimal data schemas a plus Knowledge of/Experience with implementing best practices in data governance REQUIREMENTS/QUALIFICATIONS: Currently pursuing a Bachelor's degree in Data Engineering, Computer Science, Information Technology, or another related field Previous internship or co-op experience in an analytical role Strong analytical and problem-solving skills Experience manipulating large data sets, and cleaning/distilling these datasets Excellent written and oral communication skills required Ability to communicate in an efficient and meaningful way with all levels of the organization required Location: Boston, MA. This position is in the office 3 days/week. These in-office requirements may be adjusted based on the needs of the business. Hours: 40 hours/week Date: July 2026 - December 2026 The base salary range for this position is $24.00 - $28.00/hourly . The hourly rate represents the estimated low and high end for this position at the time of this posting. Consistent with applicable law, compensation may vary and will be determined based on but not limited to, the skills, qualifications, and experience of the applicant along with the requirements of the position, and Audax reserves the right to modify this pay range at any time. An employee may also be eligible for annual discretionary incentive compensation based on performance. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice. Audax Management Co. is an equal opportunity employer. Please note that Audax Group and its affiliated entities do not accept unsolicited resumes from a third-party recruiting agency not currently under a signed agreement. Any unsolicited resume that is sent to directly to Audax Group or one of its affiliated entities, or its employees, including those submitted to hiring managers by a third-party recruiting agency not currently under a signed agreement, will be considered property of Audax Group. If a third-party recruiting agency submits a resume without an agreement, Audax Group or its affiliated entities explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the third-party recruiting agency. Any third-party recruiting agency should contact either a member of the Talent Acquisition or Human Resource team at Audax Group, in conjunction with a valid, fully executed contract for service based upon a specific job opening.

QUALIFICATIONS REQUIRED AT HIRE: · Applicants must have a Juris Doctor (JD) degree, admission to the Massachusetts Bar and experience in disability legal research, legal writing and legal procedures and processes. · Conduct research and analysis on relevant legal precedents, statutes, and regulations, and summarize findings to assist MDDC staff Demonstrated knowledge of state and federal legislative and budget processes, and the ability to analyze, interpret and summarize complicated policy documents. Strong public speaking skills, and the ability to communicate clearly and concisely both verbally and in writing. Comfortable interacting with varied constituent groups who often hold conflicting views. Strong commitment to promoting the full inclusion of people with developmental disabilities in community life. Proficiency in Microsoft Word, Excel, and PowerPoint. Experience utilizing social media tools Perform related duties as required. QUALIFICATIONS ACQUIRED ON THE JOB\: The candidate will develop proficiency in the use of MassTrac, and functional working knowledge of the Council's DD Suite Data Management System. The candidate will be provided the opportunity to earn more autonomy and take on more responsibility, including taking the lead role in implementing specific Council initiatives. Please see Preferred Qualifications Comprehensive Benefits 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? Explore our Employee Benefits and Rewards! An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role. Apply for a Job Apply for a Job for JAWS Users Create a Profile Create a Profile for JAWS Users System Requirements LEGAL DISABILITY POLICY ANALYST PART-TIME The Massachusetts Developmental Disabilities Council is seeking a part-time Legal Disability Policy Analyst. This is a professional position responsible for conducting policy analysis and making recommendations on a broad range of policy issues to support Council membership education and awareness activities and implementing related Council State Plan objectives. The candidate will occasionally be required to work outside of normal business hours, including weekends. Occasional in-state and out-of-state travel is also required. The position is 20 hours per week. Salary placement is determined by a combination of factors, including the candidate's years of directly related experience and education, and alignment with our internal compensation structure as set forth by the Human Resources Division's Hiring Guidelines. This position will be in person but eligible for hybrid. Position is contingent upon Federal funding. DUTIES & RESPONSIBILITIES: Conduct policy analysis; interpret legislative policies, statutes, regulations, and sub-regulatory documents; develop legislative policy briefs; and provide legal guidance Develop documentation to support Council policy positions and prepare policy talking points to support Council membership's public testimony and education efforts Track, measure, report and communicate on legislative/policy activity to the Policy Committee Monitor disability policy issues as directed by the Deputy Director Build working relationships with elected officials, relevant state agency personnel, disability advocacy groups, and others Participate on committees, coalitions and task forces as assigned Assist with activities for the Annual Legislative Reception. Assist in the development and implementation of the Council's Annual State Plan. Assist in the completion of the Annual Program Performance Report. Represent the Council at state and national disability related conferences as assigned. Perform related duties as assigned. Tell us about a friend who might be interested in this job. All privacy rights will be protected.

The Role Are you interested in corporate governance and want to be a part of a dynamic, collaborative environment? We are looking for a Corporate Governance Analyst in Fidelity Fund Investment Operations (FFIO) to support proxy voting and stewardship activities. You will assist in reviewing proxy materials, executing votes according to Fidelity's guidelines, and supporting engagement efforts with portfolio companies. This role offers exposure to governance trends, sustainable practices, and regulatory developments. * Review and analyze proxy statements, shareholder proposals, and governance disclosures. * Ensure timely and accurate vote execution using proxy platforms (ISS, Glass Lewis) and maintain compliance with regulatory requirements * Assist with research and preparation for discussions with portfolio company boards and senior executives on governance and compensation matters * Help prepare reports and summaries of voting activity, stewardship outcomes, and governance trends * Monitor and research trends in corporate governance, human and natural capital, and other emerging areas * Track regulatory developments (SEC rules, global governance codes) and help inform potential policy updates * Collaborate with internal stakeholders (investment teams, legal, compliance) and external vendors. The Expertise and Skills You Bring * Bachelor's degree; advanced degree preferred * 2-4 years of financial services experience * Intellectual curiosity and ability to take initiative to tackle problems, identify risks and raise issues appropriately * Ability to manage multiple priorities under tight deadlines with a strong sense of ownership and accountability. * Effective verbal and written communication and presentation skills * Strong sense of ownership, accountability and focus on achieving objectives * Experience with or interest in shareholder and corporate governance issues * Strong analytical skills with proficiency in Excel and data visualization tools (Power BI, Tableau). This dynamic Investment Proxy Research team within FFIO coordinates the proxy voting programs for Fidelity's affiliated advisors including FMRCo, FIAM, FIC, Strategic Advisers, and other internal business partners. Program activities include corporate governance research and analysis, portfolio company engagement, policy development, vote execution and operations, various reporting, and disclosure of vote activity. Note: Fidelity will not provide immigration sponsorship for this position Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role Are you interested in corporate governance and want to be a part of a dynamic, collaborative environment? We are looking for a Corporate Governance Analyst in Fidelity Fund Investment Operations (FFIO) to support proxy voting and stewardship activities. You will assist in reviewing proxy materials, executing votes according to Fidelity's guidelines, and supporting engagement efforts with portfolio companies. This role offers exposure to governance trends, sustainable practices, and regulatory developments. • Review and analyze proxy statements, shareholder proposals, and governance disclosures. • Ensure timely and accurate vote execution using proxy platforms (ISS, Glass Lewis) and maintain compliance with regulatory requirements • Assist with research and preparation for discussions with portfolio company boards and senior executives on governance and compensation matters • Help prepare reports and summaries of voting activity, stewardship outcomes, and governance trends • Monitor and research trends in corporate governance, human and natural capital, and other emerging areas • Track regulatory developments (SEC rules, global governance codes) and help inform potential policy updates • Collaborate with internal stakeholders (investment teams, legal, compliance) and external vendors. The Expertise and Skills You Bring • Bachelor's degree; advanced degree preferred • 2-4 years of financial services experience • Intellectual curiosity and ability to take initiative to tackle problems, identify risks and raise issues appropriately • Ability to manage multiple priorities under tight deadlines with a strong sense of ownership and accountability. • Effective verbal and written communication and presentation skills • Strong sense of ownership, accountability and focus on achieving objectives • Experience with or interest in shareholder and corporate governance issues • Strong analytical skills with proficiency in Excel and data visualization tools (Power BI, Tableau). This dynamic Investment Proxy Research team within FFIO coordinates the proxy voting programs for Fidelity's affiliated advisors including FMRCo, FIAM, FIC, Strategic Advisers, and other internal business partners. Program activities include corporate governance research and analysis, portfolio company engagement, policy development, vote execution and operations, various reporting, and disclosure of vote activity. Note: Fidelity will not provide immigration sponsorship for this position Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

About Us PLEASE NOTE: This is a Hybrid position located in Westborough MA. The job will require to train on-site and to work 3 days on-site in Westborough, MA. Identify customer-related trends, patterns, typologies and issues associated with money laundering, terrorist financing and other suspicious transactions. Ensure that all transactions/customers deemed suspicious are referred to the appropriate BSA Analyst or Supervisor in a timely manner and in accordance with Bank policies and procedures. Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. Responsibilities Complete analysis of BSA/AML alerts within established timeframes and following alert processing guidelines. Recommend alerts to send to case for further evaluation of suspicious activity Manage BSA cases by analyzing and documenting results of activity and supporting documentation, resulting in a recommendation to file or not to file a Suspicious Activity Report (SAR) Participate in SAR completion process including SAR filing, SAR committee, SAR narratives, Quality Review, and SAR re-files. Utilize multiple systems including but not limited to core banking, AML monitoring software, check imaging software, document imaging software and online resources to analyze transaction activity and identify unusual patterns Conduct enhanced due diligence on high-risk customers and recommend changes to risk ratings when warranted Prepare and maintain documentation necessary to fulfill regulatory and third party audit requirements Monitor Customer Due Diligence (CDD) questionnaires for completion and follow up with responsible departments for corrections as appropriate. Evaluate CDD alerts for unidentified high-risk customers generated by the AML monitoring system. Monitoring proper and correct completion of beneficial owner documentation as required for business deposit accounts and commercial loans. Complete verification and filing of Currency Transaction Reports (CTRs) within regulatory deadlines. Complete analysis of watch list alerts including possible matches to OFAC SDN lists, sanctioned countries, politically exposed persons, and internal lists Provide backup coverage as needed for all BSA AML related tasks. Participates in annual required BSA/AML training Serves as a resource for internal departments Performs related and unrelated duties as may be required. May be required to travel to designated high-risk customer sites to observe presence of ATM machines, lottery sales and money transfer services. Requirements BA or BS degree preferably in finance, accounting or related discipline, or equivalent work experience. A minimum of 3 years BSA/AML or related banking experience. Must have at least basic knowledge in all areas of the BSA/AML and regulatory requirements. Experience using BSA/AML or Fraud monitoring systems preferred. Must possess excellent verbal and written communication skills. Must be self-motivated with excellent analytical and investigative skills. Must be willing to attend BSA/AML training sessions both on and off bank premises. Must possess at least intermediate technology skills, including fluency in Word, Excel and Outlook applications. Expected Pay Range The expected annual pay range for this role is $45,122 to $74,451. This pay range is the annual salary we in good faith expect to pay for this role at the time of posting. Actual compensation paid may fluctuate higher or lower than the posted range and the range may be modified in the future due to several factors including, but not limited to, relevant experience, certifications, and qualifications, internal equity, adjustments to the requirements and responsibilities of the job, business needs, and economic and market data. EEO Statement Middlesex Savings Bank is an Equal Opportunity Employer/protected Veterans/Individuals with Disabilities

Hours: 40 Pay Details: $22.5 - $32.5 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Financial Crime Risk Management Job Description: The Financial Crime Risk Investigation Support Officer I provides a broad range of support and/or performs general to specialized money laundering detection activities, review of transactions and/or other processing activities. Depth & Scope: * Works within established guidelines, accountable for completing routine transactions or low-moderate risk, repetitive processes within a standardized framework * Completes transactions using a limited number of systems and/or applications * Manages their own workload, coordinating tasks and services with others * Identifies and assesses issues in straight forward situations using standard procedures, and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion * Minimal decision-making authority * Limited or first level (initial) interaction with internal partners * Requires working knowledge and skills developed through formal training or work experience Education & Experience: * Undergraduate degree or equivalent work experience Customer Accountabilities: * Performs routine to broad tasks, follows established procedures, and investigates straightforward problems to identify and implement the most suitable solution * Completes investigations - reports/escalates risk issues or process gaps identified * Performs a variety of AML and Sanctions/ABAC information gathering activities as a part of FCRM regulations * Supports AML and Sanctions/ABAC related activities and transactions to resolve business issues * Reviews banking transactions to ensure they are within the bank and regulatory thresholds and guidelines * Forwards unusual transactions and supporting information for further review * Performs a variety of research activities including addressing research discrepancies * Identifies opportunities to improve service delivery and support process improvement initiatives Shareholder Accountabilities: * Prioritizes own workload to meet SLA requirements for service and productivity * Supports the timely and accurate completion of business processes and procedures * Escalates non-standard or high-risk activities as necessary * Ensures necessary due diligence to support the accuracy of all transactions/activities * Follows internal and industry regulations and operating practices in completing and recording transactions for either the organization or clients * Ensures documentation that is prepared/completed is accurate and properly reflects business intentions and is consistent with relevant rules/regulations * Supports and participates in process improvement opportunities * Contributes to the preparation of procedural documents in support of day-to-day operations * Is knowledgeable of and complies with Bank Code of Conduct Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest * Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand champion for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.