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Management Analyst jobs at Old National Bank

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  • Data Governance Analyst

    Old National Bank 4.4company rating

    Management analyst job at Old National Bank

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Data Governance Analyst will support the development and execution of enterprise-wide data governance initiatives. This role will focus on ensuring the integrity, quality, and protection of data assets through the implementation of governance frameworks, data quality controls, and metadata management practices. The Analyst will work closely with business units, IT, and compliance teams to support the organization's data governance strategy and ensure alignment with regulatory and risk management expectations. Salary Range The annual salary range for this position is $60,000.00 - $121,300.00. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Data Governance Operations Assist in the implementation and maintenance of the enterprise data governance framework, including policies, standards, and procedures. Support the development and execution of data quality rules, issue tracking, and remediation processes. Maintain and enhance metadata repositories and data catalogs using tools such as Informatica or Microsoft Purview. Data Stewardship and Collaboration Partner with data owners, stewards, and business units to define and document data definitions, lineage, and usage. Facilitate working groups and workshops to gather requirements and promote data governance awareness across the organization. Risk and Compliance Support Monitor and report on data governance metrics, including data quality trends, audit findings, and remediation progress. Support internal and external audits by providing documentation and evidence of data governance controls and practices. Project and Initiative Support Contribute to enterprise initiatives such as the Modern Data Platform migration, report certification programs, and regulatory reporting enhancements. Participate in cross-functional projects to ensure data governance requirements are embedded in system implementations and process changes. Qualifications and Education Requirements Bachelor's degree in information systems, Business, Risk Management, or a related field. 2+ years of experience in data governance, data management, or risk/compliance roles. Familiarity with data governance frameworks (e.g., DCAM, NIST Privacy Framework, FFIEC). Experience with data quality tools, metadata management platforms, and reporting tools. Strong analytical, communication, and collaboration skills. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $60k-121.3k yearly Auto-Apply 1d ago
  • Treasury Management Analyst

    Old National Bank 4.4company rating

    Management analyst job at Old National Bank

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Treasury Management Analyst (TMA) that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team). Key Accountabilities Partner with assigned TM Consultants in all aspects of the sales process Proficiency in knowledge of all TM solutions and their benefits to our clients Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process. Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas. Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends. Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities. Will serve as quality control of current client charges to identify and resolve revenue leakage. Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc. Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external) Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually. Work jointly with cross-functional team and assist in overall solution development and value proposition. Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews. Ensure complete client satisfaction through proactive partnership and providing timely responses to requests. Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests. Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions) Periodic travel required for training, internal and external sales meetings. Other duties as requested. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others: Effectively and transparently shares information and ideas with others Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain Unites others towards common goal Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Develops Talent - Strengthen your abilities for today and beyond: You Own You - you own your development and career Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs Continuously develops self for current and future roles Makes Decisions & Solves Problems - Seeks deeper understanding and acts: Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency Collaborates and seeks to understand the root causes of problems Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time Takes action that is consistent with available facts, constraints and probable consequence Delights Clients - Continuously seeks and applies knowledge leading a best-in-class client experience: Passionately serves internal/external clients with excellence Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Qualifications and Education Requirements BS/BA degree in Business/Finance or equivalent education & experience Comprehensive knowledge of Treasury Management products and services An understanding of the TM sales process; sales, implementation & service functions Ability to work under minimal supervision, and work well under pressure. Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks. Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally. Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles. Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems Demonstrated willingness to learn, implement feedback, and take action. Ability to develop strong working relationships with clients and associates. Demonstrated client service experience required (phone and face-to-face) Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment. Preferred Qualifications: Certified Treasury Professional Designation (CTP) Accredited ACH Professional Designation (AAP) 2-5 year's banking experience 1 year TM Operations, Training, and/or Implementation Experience 2 years sales experience; interest in consultant career path Ability to interpret and analyze Financial Statements TM Analyst roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial (including Treasury Management), Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or interment partner has appropriate support focused on increasing product penetration and gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Traveling to and presenting/actively engaging at client sites Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking) TMA Levels Skill Level Level I (silent I) Basic TM & Sales Experience, Guidance Required Level 2 (II) Moderate TM & Sales Experience, Minimum Guidance Required Level 3 (III) In depth TM & Sales Experience, Works independently & acts as a resource Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $18.8 hourly Auto-Apply 1d ago
  • Junior Process Analyst

    Tata Consultancy Services 4.3company rating

    Chicago, IL jobs

    Role: Junior Process Analyst Must Have Technical/Functional Skills The role is responsible for collaborating with multidisciplinary teams focused on designing innovative services and experiences that create measurable value to our clients while meeting business objectives. The role uses independent judgement to determine methods and approaches to work, developing key client-facing “moment of truth” journeys that define a client's relationship, partnering with internal clients to articulate a vision for a new or different type of service. The role makes decisions that influence department strategy, conducting research that builds empathy with the end client, deriving key insights, co-creating solutions, all with the goal of taking the service live. The role acts as a resource integrator, conducting primary research, synthesizing multiple data sources and research insights, and working with cross-functional teams to research and design detailed solutions. What you'll be doing As a member of the Process Engineering team, you'll identify and implement process improvements that enhance client experience and generate the right kind of profitability. As a Process Engineering Specialist, you'll use your experience and direct client feedback to improve the quality of key processes that make a difference for our clients. You'll assist in the planning, development, and implementation of a process strategy that will build the bank of the future. How you'll succeed • Conducting process assessments - Perform ongoing process reviews to identify issues early on and recommend solutions to business challenges. Stay on top of best practices and industry knowledge to identify process improvements that will create a best-in-class client experience. • Presenting recommendations - Provide feedback and advice on projects that will improve processes and resolve systematic issues. Consider business needs and make practical recommendations for continuous improvement. • Leadership skills - Use your expertise in process engineering methodologies and project management to lead projects and initiatives. Proactively gather data, information, and stakeholder feedback to provide informed guidance to your team. • Maintain a collaborative work environment and support your team to resolve problems as they arise. Who you are • You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way • You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best. • Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. • You're a certified professional. You have current accreditation and good standing in Formal Green Belt or Black Belt certification. • You can demonstrate experience in Six Sigma or Lean Manufacturing Concepts, and process engineering or business related function (operations, strategy development, organizational design, or information t echnology). • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. • Use data and analytics: Analyze process activities using tools like Power BI, Power Query, and VBA to support business process optimization. • Collaborate with stakeholders: Work with business and technology partners to gather feedback, define requirements, and implement improvements • Document and validate: Create detailed process maps and document future state processes. Validate solution designs and test results with business partners. Interested candidates please share me your updated resume to *******************
    $65k-76k yearly est. 1d ago
  • Wealth Management Analyst / Client Associate

    Jefferies Financial Group Inc. 4.8company rating

    Chicago, IL jobs

    Assist Sr. Financial Advisor and team in various phases of private client financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing team. Responsibilities * Assist in managing team's ultra-high-net-worth wealth management relationships and accounts * Prepare timely and accurate performance reports and account analysis * Prepare accurate and insightful ad-hoc analyses on client accounts, market and investment data as needed * Analyze existing client and prospect investment data to prepare customized asset allocation proposals utilizing the Firm's software tools * Prepare various presentations and analyses to assist Advisors in obtaining expanding and retaining clients' business * Assist in facilitating client investment trades and portfolio modifications * Respond timely to inbound client requests for information and services such as transfers and settlement * Complete client onboarding documentation, KYC, compliance maintenance, and subscription packets for private investments * Take and execute on client trade instructions using firm OMS * Assist Advisor in prospecting and business development activities including outreach, tracking and list management * Qualifications: * Bachelor's degree in Finance, Economics, Math or a related field preferred * Skills in Microsoft Excel, Word, PowerPoint and financial planning software programs such as EMoney, MoneyGuide Pro, FactSet/Bloomberg * Minimum of 2 years of related work experience in financial services * Strong quantitative, analytical and problem-solving skills * Solid communication skills and "presence" to interact effectively with the team and clients * Ability to multi-task throughout day, pivot between tasks and re-sort priorities as appropriate * Series SIE/Series 7 and Series 66 or Series 63 and Series 65 Additional Differentiators: * Knowledge of portfolio aggregation and performance reporting software such as Addepar, Blackdiamond, Advent or similar a huge plus * Experience with Pershing NetX360 or similar custodial and client management systems a must * Advancement towards or intent to complete CFA, CAIA, CIMA, CPA designation highly desirable * Hands-on experience with account opening, asset/cash transfers, trade settlement, KYC and similarly functions * Basic knowledge of investments, markets, asset classes and portfolio construction and eagerness to grow Primary Location Full Time Salary Range of $75,000 - $95,000.
    $75k-95k yearly Auto-Apply 6d ago
  • Fall 2025 Aspire to Baird Program

    Baird 4.7company rating

    Chicago, IL jobs

    At Baird, we believe our strongest asset is our people. Their unique backgrounds, perspectives and experiences not only inform how we serve our clients - they enhance our culture. We work hard to provide our team members with an environment where they can contribute their personal best and thrive in their careers. A Unique Opportunity Aspire to Baird is a virtual program targeting rising first-year MBA students who identify themselves as diverse (ex: female, LGBTQ+ and/or African American, Hispanic/Latino, Native American or Asian/Pacific Islander, etc.), though all are welcome to apply. The program will provide an overview of Baird's Global Investment Banking platform and our summer associate internship opportunities, as well as networking opportunities with Baird bankers. Competitive candidates will be first-year MBA students beginning their MBA program in fall 2025; available for a 2026 summer associate internship at Baird; and interested in working in Milwaukee or Chicago for the duration of the internship. Join Us Virtually: Friday, September 5, 2025, 10:00 AM-1:00 PM Central Time To Apply: We invite you to submit your resume/CV at BairdCareers.com. The application deadline is July 31, 2025. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $63k-86k yearly est. 60d+ ago
  • Sr. Principal Business Analyst

    Nomura 4.8company rating

    Indiana jobs

    Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit ************** Nomura Services India, (Powai) supports Nomura's businesses around the world. Powai' s world class capabilities in trading support, research, information technology, financial control, operations, risk management and legal support have played a key role in facilitating Nomura's global operations and are an integral part of Nomura's global expansion plans. The Powai operation is a critical part of the platform to support the growth of Nomura's global business. * Working directly with project stakeholders to understand project objectives, requirements and approach for Regulatory Reporting Projects. * Understand the liquidity regulatory requirements of all key word regions and specifically Japan and EMEA * Understand the current and upcoming liquidity regulatory requirements. * Prepares FSD and get it reviewed with business * Help IT development team with BRD and FSD walkthrough * Prepares and reviews the testing scope, test cases and test scenarios * Works with IT dev team for testing * Responsible for functional testing and sign off during IT regression testing. * Works with business for UAT * Work with development leads, teams, PMO team members and ensure project governance is executed in accordance to the banks policy including release management and go-live deliverables * Make sure that Agile methodologies has been followed in line with bank policy. * Create and maintain various project artefacts such as project plans, change requests, status update etc. * Provide regular updates to management, stakeholders and PMO on project deliverables and deadlines * Ensure escalation for any risk, issues, change requests, milestone impacts in timely manner Equal Opportunity Employer: Nomura is an equal opportunities employer. We are committed to providing equal opportunities throughout employment including in the recruitment, training and development of employees (including promotion, transfers, assignments and beliefs). We prohibit discrimination in the workplace whether on grounds of gender, marital or domestic partnership status, pregnancy, career's responsibilities, sexual orientation, gender identity, race, color, national or ethnic origins, religious belief, disability or age. Our objective is to attract job applications and applications for development from the best possible candidates and to retain the best people.
    $102k-130k yearly est. 48d ago
  • 2026 Full-Time Analyst Program - AMERS

    Blackrock 4.4company rating

    Chicago, IL jobs

    **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.
    $90k-117.5k yearly 60d+ ago
  • Junior Data Analyst - Direct Lending

    Golub Capital 4.9company rating

    Chicago, IL jobs

    Information Hiring Manager: Associate Manager Department: DL - Data & Technology Golub Capital is looking for a skilled Junior Data Analyst to assist in the review and maintenance of key client information for the Firm and provide support to end users with data quality initiatives. Execute action plans to remediate data quality issues; this will include but is not limited to actions such as: creating and editing / updating records documenting business process and data flows using reporting and data analytics tools to confirm root causes of data issues and potential prevention methods working with multiple internal teams to troubleshoot and resolve data issues Assist with entering and maintaining relevant information in applicable applications Review and update information in multiple systems Generate various reports from multiple systems Actively participate in innovative projects to improve the data quality or master data management within the Firm's data ecosystem Candidate Requirements Qualifications & Experience: Sophomore, Junior, Senior attending local university with a focus in Finance, Business or other related fields Ability to work part-time with set hours between 9 AM to 5 PM Strong working knowledge of Excel Familiarity with Microsoft Office desktop and Office365 tools (e.g., Word, SharePoint) Extreme attention to detail Ability to take initiative and work independently, while demonstrating strong teamwork Must be able to work in a fast paced environment, manage time and priorities under pressure and meet deadlines COVID vaccinations required, subject to applicable local, state and federal law Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a great culture. Achieving Results: Role models in this area are high achievers who develop careful plans and execute consistently and effectively. They hold themselves and others accountable for delivering high quality results. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning to define and solve problems and make decisions effectively. They are forward thinking, anticipating issues and addressing them in advance. Personal Effectiveness: Role models in this area build strong relationships and communicate effectively. They are driven to exceed expectations and adaptable to changing circumstances. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Deal Execution: Evaluates, structures and executes investment opportunities and transactions. Relationship Management: Establishes, develops and manages internal and external relationships. Portfolio Management: Actively monitors portfolio companies to identify risks and opportunities that may impact overall performance. Risk Management: Demonstrates credit acumen by leveraging tools and analyses and interpreting due diligence findings to guide decisions while balancing risks and rewards. Financial Analysis: Uses financial analyses to generate insights and support fact-based decision making. Competitive Positioning: Demonstrates knowledge of the Firm's capabilities, the Firm's position in the industry, competitors' capabilities and end markets. Recognizes implications of knowledge on Firm's positioning. Legal Documentation: Demonstrates knowledge of legal documentation, processes and procedures. Compensation & Benefits Compensation will be commensurate with experience. Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k). Golub Capital is an Equal Opportunity Employer.
    $64k-87k yearly est. 60d+ ago
  • Junior Analyst, Investor Communications - Data Management

    Golub Capital 4.9company rating

    Chicago, IL jobs

    Information Hiring Manager: Assistant Vice President Department: Investor Communications The Investor Communications Group supports the Firm's capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives. Position Responsibilities The Junior Analyst will join the Firm's growing Investor Communications (“IC”) Department which serves as a key point of contact to the Firm's investor base. This role requires a motivated individual with a proactive approach to working with other team members and departments, who has the ability to manage tight deadlines and brings impeccable attention to detail. Responsibilities included, but not limited to: Execution of the Data Management Team specific Service Level Agreements Onboarding and maintenance of investor accounts, including collecting and analyzing banking and investor contact information Contributing to process improvements and automation with respect to how data is managed in the CRM database Contributing to critical Investor Communications projects Corresponding with other back-office teams on daily and ad-hoc activity Consistently meeting team metrics and shifting priorities as needed Ensuring timely execution on team deliverables and ad-hoc requests Maintaining a positive culture during times of high volumes Participating in calls with internal and external stakeholders Candidate Requirements Qualifications & Experience: Bachelor's degree required Strong financial services internship experience preferred Meticulous attention to detail and accuracy Excellent organizational and prioritization skills Ability to work in a fast-paced environment Ability to build strong relationships with internal and external groups Demonstrated ability to work well both independently and as part of a team Proficient in MS Office products, specifically Word and Excel Knowledge of Microsoft Dynamics is a strong plus Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. Investor Data Governance: Follows appropriate policies and procedures to enter and manage investor data, including evaluating issues with investor data and taking appropriate steps to address them and communicating with others regarding investor data governance to ensure accuracy and integrity. Investor Management: Handles or manages investor onboarding, reporting and inquiries. Understands how to prepare and check reports, gather subscription-related data from investors (e.g., legal documentation) and answer investor inquiries regarding onboarding, subscriptions and reports. Tax and AML Regulatory Compliance: Complies with tax and AML laws and regulations related to due diligence, withholding and reporting. Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders. Innovative Mindset: Leverages a detailed, agile and creative mindset to master processes and responsibilities, as well as drive value-added enhancements, continuous process improvement and proactive learning through new technology, processes and people. Compensation & Benefits For Illinois Only: It is expected that the base salary range for this position will be $55,000 to $70,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.
    $55k-70k yearly 60d+ ago
  • Advanced IT Change Management Coordinator

    Wintrust Financial 4.9company rating

    Rosemont, IL jobs

    Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 12 years) and Employee Recommended award by the Globe & Mail (past 6 years) Competitive pay and discretionary or incentive bonus eligible Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Promote from within culture Why join this team? This position has the opportunity to interface with and have a positive impact on multiple areas of Wintrust's business We hold ourselves accountable to high standards, share wins, operate ethically, and have fun Position Overview This role facilitates, manages and promotes the adoption of the IT Change Management Program. This includes but is not limited to review and approval of ITSM change requests, stakeholder management, Change Advisory Board (CAB) facilitation, training and documentation and process improvement opportunities. What You'll Do Facilitate and promote the adoption of the IT Change Management Program and the different stages of the change management process including: reviewing the completeness of the change request tickets and engaging stakeholders when required, applying appropriate approvals or rejecting changes based on procedures, monitoring open changes to ensure closed in a timely manner for metrics, monitoring post-implementation review and management of Standard Change Process Management and facilitation of CAB and Technical Review meetings and preparing release notes and minutes for the meetings Provide guidance, training and process documentation to other IT team members on the IT change management process and communicate with and engage various stakeholders Continuously evaluate and improve the IT change management process to enhance efficiency and effectiveness Perform annual review of IT Change approval groups in the ITSM tool Qualifications Associate's degree or equivalent 3-5 years of IT change management process experience Familiarity with ITSM tools such as ServiceNow Formal ITIL certification (e.g., ITIL Foundation, ITIL Practitioner) is preferred Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance Compensation The estimated salary range for this role is $71,000.00 - $92,000.00, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience. #LI-Hybrid #LI-JB1 From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
    $71k-92k yearly Auto-Apply 11d ago
  • U.S. Private Bank - AWM Program Analyst

    Jpmorgan Chase & Co 4.8company rating

    Chicago, IL jobs

    JobID: 210687687 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $100,000.00-$110,000.00 We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. Job Responsibilities * Help devise customized financial strategies for existing and prospective clients * Prepare pitch books and meeting materials * Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives * Become an expert in a range of proprietary models to provide recommendations on tailored solutions * Conduct research and analysis; assist with product development and prospecting efforts * Research client inquiries and manage follow up communication and materials * As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients Required Qualifications, Capabilities, and Skills * Bachelor's degree with a minimum overall GPA of 3.5 * No more than two years of work experience following completion of undergraduate program * Demonstrated aptitude for sales and client relationship management Preferred Qualifications, Capabilities, and Skills * Superior multi-tasking and organizational skills * Excellent communication skills and poise giving presentations * Genuine interest in financial markets and macro-level economic trends * Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
    $100k-110k yearly Auto-Apply 26d ago
  • 2026 Banker Analyst - Commercial & Specialized Industries - Analyst

    Jpmorgan Chase 4.8company rating

    Nashville, TN jobs

    You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you. As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients. As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management. The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more. Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry. **Job Responsibilities** + Work on financial models to support financing transactions + Assist in the completion of credit approval memos + Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) + Learn how to identify treasury product solutions to benefit clients' long-term planning + Develop an understanding of the full breadth of J.P. Morgan products and service offerings + Conduct client and prospect research to support business development effort **Required Qualifications, Capabilities and Skills** + Minimum GPA 3.2 required + Superior analytical, leadership, interpersonal and written/verbal communication skills + Keen attention to detail and creative mindset + Proven ability to multi-task and meet deadlines in a fast-paced environment + Exhibit sound judgement, agility, and the ability to work as a team player **Preferred Qualifications, Capabilities and Skills** + 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus + Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered) + Some exposure to credit fundamentals and/or previous client exposure is a plus + Knowledge of the market dynamics and its business environment preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $81k-106k yearly est. 3d ago
  • 2026 Banker Analyst - Commercial & Specialized Industries - Analyst

    Jpmorgan Chase & Co 4.8company rating

    Nashville, TN jobs

    JobID: 210689741 JobSchedule: Full time JobShift: : You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you. As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients. As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management. The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more. Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry. Job Responsibilities * Work on financial models to support financing transactions * Assist in the completion of credit approval memos * Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learn how to identify treasury product solutions to benefit clients' long-term planning * Develop an understanding of the full breadth of J.P. Morgan products and service offerings * Conduct client and prospect research to support business development effort Required Qualifications, Capabilities and Skills * Minimum GPA 3.2 required * Superior analytical, leadership, interpersonal and written/verbal communication skills * Keen attention to detail and creative mindset * Proven ability to multi-task and meet deadlines in a fast-paced environment * Exhibit sound judgement, agility, and the ability to work as a team player Preferred Qualifications, Capabilities and Skills * 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus * Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered) * Some exposure to credit fundamentals and/or previous client exposure is a plus * Knowledge of the market dynamics and its business environment preferred
    $81k-106k yearly est. Auto-Apply 5d ago
  • 2026 Banker Analyst - Commercial & Specialized Industries - Analyst

    Jpmorgan Chase Bank, N.A 4.8company rating

    Nashville, TN jobs

    You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you. As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients. As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management. The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more. Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry. Job Responsibilities Work on financial models to support financing transactions Assist in the completion of credit approval memos Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) Learn how to identify treasury product solutions to benefit clients' long-term planning Develop an understanding of the full breadth of J.P. Morgan products and service offerings Conduct client and prospect research to support business development effort Required Qualifications, Capabilities and Skills Minimum GPA 3.2 required Superior analytical, leadership, interpersonal and written/verbal communication skills Keen attention to detail and creative mindset Proven ability to multi-task and meet deadlines in a fast-paced environment Exhibit sound judgement, agility, and the ability to work as a team player Preferred Qualifications, Capabilities and Skills 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered) Some exposure to credit fundamentals and/or previous client exposure is a plus Knowledge of the market dynamics and its business environment preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $81k-106k yearly est. 3d ago
  • 2026 Banker Analyst - Commercial & Specialized Industries - Analyst

    Jpmorganchase 4.8company rating

    Nashville, TN jobs

    You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you. As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients. As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management. The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more. Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry. Job Responsibilities Work on financial models to support financing transactions Assist in the completion of credit approval memos Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) Learn how to identify treasury product solutions to benefit clients' long-term planning Develop an understanding of the full breadth of J.P. Morgan products and service offerings Conduct client and prospect research to support business development effort Required Qualifications, Capabilities and Skills Minimum GPA 3.2 required Superior analytical, leadership, interpersonal and written/verbal communication skills Keen attention to detail and creative mindset Proven ability to multi-task and meet deadlines in a fast-paced environment Exhibit sound judgement, agility, and the ability to work as a team player Preferred Qualifications, Capabilities and Skills 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered) Some exposure to credit fundamentals and/or previous client exposure is a plus Knowledge of the market dynamics and its business environment preferred
    $81k-106k yearly est. Auto-Apply 5d ago
  • Managing Consultant, Services Business Development-Regional Segments

    Mastercard 4.7company rating

    Chicago, IL jobs

    **Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Managing Consultant, Services Business Development-Regional Segments Mastercard is a global technology company in the payments industry. Mastercard Services is a key differentiator for the company, providing cutting-edge services that help our customers achieve their objectives. Focused on big ideas which are scalable in a fast-paced business environment, we are responsible for end-to-end solutions for a diverse global customer base. Centered on data-driven technologies and innovation, our services include payments-focused consulting, loyalty and marketing programs, and data-driven analytic platforms. Mastercard Services comprises of a diverse and dynamic team of experts who enjoy working in a goal-oriented and collaborative culture. As a member of our sales team, you will be on the frontlines - building excitement and generating demand for our unique services - while partnering with solutions experts to achieve the desired end. As part of the team, you will directly contribute to our customers' success stories as well as to Mastercard's positioning as a payments services leader. We are looking for a Manager to help Mastercard reach more customers through strategic partners focusing on our payment security and Insights solutions in the North America region. We offer several solutions that help our partners grow and protect their transactions, minimize chargebacks, and leverage payments data for business and market insights. This partner ecosystem includes processors, acquirers, Fintechs, data providers, and ISVs. We also source relevant and unique solutions from vetted partner to introduce to Mastercard customers. The ideal candidate is someone who understands the payments solutions and data space very well and knows how to put together smart partnerships that can be accretive to Mastercard and our partners on the short and long terms. This position is a quota-carrying, revenue-producing role that is responsible for developing and managing channel and alliance partner relationships within the North America region. The role is responsible for executing our strategy with regional nuances for the entire partner lifecycle; new partner recruitment, partner onboarding, partner revenue activation, and partner growth. Role: - Define the desired profile of potential partners with the help of management - Research, identify, qualify and screen potential partners that align with the target partner profile - Gain qualified partners' commitment to becoming engaged and productive by formulating and conveying a compelling business proposition - Prior to finalizing contract negotiations with each partner, develop a joint business plan (including sales targets) that is aligned with the Mastercard standards and strategy - Maintain a solid pipeline of qualified prospective partners to meet established recruitment targets - Meet assigned revenue targets through sell to/sell with channel partners - Drive onboarding and activating new partners; focus on ensuring the partners' team members are enabled, equipped and motivated to sell, market, deploy and support the Mastercard offering within established timeframes - Engage Mastercard resources and stakeholders in support of partnership objectives and sales opportunities (e.g. direct sales, Product Liaisons, marketing, etc) - Manage channel pipeline and forecast reporting and track progress through the sales cycle - Drive monthly partner alignment sessions to review partners' pipelines, conduct win/loss analysis, and develop account penetration strategies to identify and build new sales opportunities - Work with high-performing and high-potential partners to develop an annual joint business plan that defines strategies and activities to meet revenue goals; review and assess plan progress in partner-facing quarterly business reviews, making changes as appropriate - Provide partner and market feedback loop to internal functions (e.g. sales, product, marketing) on tools and programs - Assist in field marketing activities (e.g. staff a trade show booth, deliver sales presentations) All about you: - Experience in the payments security and data space and familiarity with evolving customer needs and partner landscape - Experience sourcing, qualifying, screening and forming business relationships with channel partners at the CXO level - Experience managing major customer / partner relationships to make things happen, grow the pie, and maintain an excellent level of transparency, trust, and collaboration - Strong personal network within the industry - Experience developing and managing joint business planning with partners - Who you are o Strategic thinker who can quickly develop a point of view on market opportunities to focus on for each solution area and move to action o Be comfortable with a high degree of ambiguity and build-it-as-we-go mentality (if you are looking for a standard toolkit and clear direction on what to do, this job isn't for you) o Fan of working with people internally or externally. You don't shy away from approaching people you never met before to pitch what we do and you don't feel bad if you get ignored. It's part of the job. o Commercial oriented-always looking for the next mega opportunity o A great listener and collaborator who's always humble enough to keep learning from internal teams and external subject matter experts National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly 38d ago
  • Managing Consultant, Services - Acquiring Business Development

    Mastercard 4.7company rating

    Chicago, IL jobs

    **Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Managing Consultant, Services - Acquiring Business Development Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation All About You Undergraduate degree required; MBA or relevant post graduate degree preferred Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences Excellent analytical skills, including financial analysis for business casing, value quantification & pricing Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer) Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly 26d ago
  • Managing Consultant, Services - Acquiring Business Development

    Mastercard 4.7company rating

    Chicago, IL jobs

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Managing Consultant, Services - Acquiring Business Development Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation All About You Undergraduate degree required; MBA or relevant post graduate degree preferred Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences Excellent analytical skills, including financial analysis for business casing, value quantification & pricing Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer) Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly Auto-Apply 27d ago
  • Managing Consultant, Services Business Development-Regional Segments

    Mastercard 4.7company rating

    Chicago, IL jobs

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Managing Consultant, Services Business Development-Regional Segments Mastercard is a global technology company in the payments industry. Mastercard Services is a key differentiator for the company, providing cutting-edge services that help our customers achieve their objectives. Focused on big ideas which are scalable in a fast-paced business environment, we are responsible for end-to-end solutions for a diverse global customer base. Centered on data-driven technologies and innovation, our services include payments-focused consulting, loyalty and marketing programs, and data-driven analytic platforms. Mastercard Services comprises of a diverse and dynamic team of experts who enjoy working in a goal-oriented and collaborative culture. As a member of our sales team, you will be on the frontlines - building excitement and generating demand for our unique services - while partnering with solutions experts to achieve the desired end. As part of the team, you will directly contribute to our customers' success stories as well as to Mastercard's positioning as a payments services leader. We are looking for a Manager to help Mastercard reach more customers through strategic partners focusing on our payment security and Insights solutions in the North America region. We offer several solutions that help our partners grow and protect their transactions, minimize chargebacks, and leverage payments data for business and market insights. This partner ecosystem includes processors, acquirers, Fintechs, data providers, and ISVs. We also source relevant and unique solutions from vetted partner to introduce to Mastercard customers. The ideal candidate is someone who understands the payments solutions and data space very well and knows how to put together smart partnerships that can be accretive to Mastercard and our partners on the short and long terms. This position is a quota-carrying, revenue-producing role that is responsible for developing and managing channel and alliance partner relationships within the North America region. The role is responsible for executing our strategy with regional nuances for the entire partner lifecycle; new partner recruitment, partner onboarding, partner revenue activation, and partner growth. Role: * Define the desired profile of potential partners with the help of management * Research, identify, qualify and screen potential partners that align with the target partner profile * Gain qualified partners' commitment to becoming engaged and productive by formulating and conveying a compelling business proposition * Prior to finalizing contract negotiations with each partner, develop a joint business plan (including sales targets) that is aligned with the Mastercard standards and strategy * Maintain a solid pipeline of qualified prospective partners to meet established recruitment targets * Meet assigned revenue targets through sell to/sell with channel partners * Drive onboarding and activating new partners; focus on ensuring the partners' team members are enabled, equipped and motivated to sell, market, deploy and support the Mastercard offering within established timeframes * Engage Mastercard resources and stakeholders in support of partnership objectives and sales opportunities (e.g. direct sales, Product Liaisons, marketing, etc) * Manage channel pipeline and forecast reporting and track progress through the sales cycle * Drive monthly partner alignment sessions to review partners' pipelines, conduct win/loss analysis, and develop account penetration strategies to identify and build new sales opportunities * Work with high-performing and high-potential partners to develop an annual joint business plan that defines strategies and activities to meet revenue goals; review and assess plan progress in partner-facing quarterly business reviews, making changes as appropriate * Provide partner and market feedback loop to internal functions (e.g. sales, product, marketing) on tools and programs * Assist in field marketing activities (e.g. staff a trade show booth, deliver sales presentations) All about you: * Experience in the payments security and data space and familiarity with evolving customer needs and partner landscape * Experience sourcing, qualifying, screening and forming business relationships with channel partners at the CXO level * Experience managing major customer / partner relationships to make things happen, grow the pie, and maintain an excellent level of transparency, trust, and collaboration * Strong personal network within the industry * Experience developing and managing joint business planning with partners * Who you are o Strategic thinker who can quickly develop a point of view on market opportunities to focus on for each solution area and move to action o Be comfortable with a high degree of ambiguity and build-it-as-we-go mentality (if you are looking for a standard toolkit and clear direction on what to do, this job isn't for you) o Fan of working with people internally or externally. You don't shy away from approaching people you never met before to pitch what we do and you don't feel bad if you get ignored. It's part of the job. o Commercial oriented-always looking for the next mega opportunity o A great listener and collaborator who's always humble enough to keep learning from internal teams and external subject matter experts National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly Auto-Apply 38d ago
  • Resource Solutions - Project Consultant

    UHY 4.7company rating

    Sterling Heights, MI jobs

    JOB SUMMARYAs a Resource Solutions - Project Consultant, you will leverage your expertise to drive mission-critical accounting and finance projects for mid-market to large-size clients. As an experienced professional, you'll address complex challenges across diverse industries. Ideal Candidate Profile Self-starter who thrives in dynamic environments Quickly assesses situations and develops effective solutions Works independently while collaborating with client teams Example Responsibilities and types of engagements Serve as Interim Controller, overseeing financial operations Manage accounting functions, transactions, and month-end closings Prepare and analyze financial statements, budgets, and forecasts Implement and monitor internal controls for regulatory compliance Lead special projects (e.g., system transitions, audit preparations, M&A financial integrations) Supervisory responsibilities Potential to supervise employees, depending upon client need Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged period Ps of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending upon client's needs Required education and experience 10+ years of experience in accounting, finance, or related fields Experience working in complex, multi-entity corporations Exceptional problem-solving skills Strong self-motivation and initiative in ambiguous situations Proficiency in accounting applications (e.g., NetSuite, Oracle, SAP) and data analysis tools Effective communication skills across all organizational levels Ability to pass thorough background checks (criminal, credit, education, certification, references) Preferred education and experience Bachelor's degree in related field or equivalent experience CPA or equivalent certification Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
    $73k-91k yearly est. Auto-Apply 24d ago

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