CAT/CAIS Reporting Analyst -Remote Flexibility for Qualified Candidates
Technical business analyst job at Raymond James Financial
**_Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future._** We are seeking a detail-oriented professional with hands-on experience in regulatory reporting, specifically with **CAT** and **CAIS** , to support our compliance operations and ensure accurate trade and account data submissions.
**_A fully remote option may be considered for candidates with demonstrated expertise in CAT and CAIS reporting._** Typically, this position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in one of the following corporate home office locations: Memphis, TN or Southfield, MI.
The Regulatory Operations Analyst ( _CAT/CAIS Reporting Analyst_ ) plays a key role in supporting the firm's compliance with non-financial regulatory reporting requirements. Leveraging advanced knowledge and experience, this role is responsible for monitoring the possession and control of client assets, preparing and validating regulatory reports, and ensuring adherence to applicable industry rules and firm policies.
This position collaborates closely with management to identify and mitigate financial, reputational, and regulatory risks. The analyst also contributes to the interpretation and implementation of new or evolving regulatory requirements, offering insights and recommending process improvements. Regular interaction with internal stakeholders, including compliance teams and internal auditors, is essential to investigate and resolve observations and ensure the integrity of reporting practices.
**Licenses/Certifications:**
+ **SIE required** (prior to start), provided that an exemption or grandfathering cannot be applied.
+ **Series 99 required,** or **ability to obtain within 120 days** (as required by FINRA). Persons holding Series 6, 7, 17, 37 or 38 or those who hold principal-level registrations: Series 4, 9/10, 14, 16, 23, 24, 26, 27, 28, 51, and 53 would be qualified to register as an Operations Professional (Series 99) without passing the examination.
**Responsibilities** :
+ Responsible for the production, validation and submission of non-financial regulatory reports (e.g., Consolidated Audit Trail (CAT) Electronic Blue Sheets (EBS), Large Options Position Report (LOPR), etc.)
+ Collaborates with other business units (Brokerage Operations, Trading, Compliance, IT, and Legal)
+ Assists and provides input in the interpretation of new/changing securities rules, regulations, policies or laws; updates processes for compliance to rules and regulations as well as departmental procedures
+ Compiles operational information for internal and external auditors (e.g. FINRA, SEC) with limited oversight
+ Plans and executes remediation efforts for any identified issues with minimal guidance/support from Supervisor/Manager; assists the Manager or Senior Analyst in formalizing milestones needed in order to implement corrective action plans for any identified issues
+ Assists Manager or Senior Analyst in the design, planning, and execution of testing strategies; under direct supervision, may lead the testing efforts of other analysts; communicate any issues to management that require immediate attention in a clear and concise manor; draft recommendations to mitigate risk
+ Participates on projects
+ Performs other duties and responsibilities as assigned
**Knowledge of** :
+ Non-Financial Regulatory reporting requirements
+ Financial market impacts
+ Regulatory terminology, concepts, and guidance
+ Back Office brokerage operations processes and procedures
+ Trading life cycle (Orders, Executions, Allocations)
+ FINRA, SEC and Exchange trading rules, regulations and laws
**Skill in:**
+ Creating procedures and business process workflow documentation
+ Evaluating processes/systems and identifying risks and controls;
+ Recommending appropriate actions/revisions to resolve gaps or mitigate risk
+ Microsoft Office (Excel, Access, PowerPoint) and other software applications
+ Written and Verbal Communication
+ Operating standard office equipment
**Ability to:**
+ Proactively engage, collaborate and influence business partners in the adoption of identified opportunities to create or enhance a process
+ Support efforts in the evaluation or implementation of an existing or new process
+ Interpret financial/brokerage rules, regulations and security laws; ensure all industry rules, regulations, and the practice follows security laws that apply to a process
+ Manage multiple tasks with potential interruptions and changing priorities
+ Quickly understands complex subject matters
+ Demonstrate critical thinking in a constantly changing environment
Technical Business Analyst
Dallas, TX jobs
Primary responsibilities of the Technical Business Analyst include overall coordination and follow up of requirements gathering for Data Management related projects, writing Business Requirements as needed for Agile projects, along with assisting in writing Technical Design and Data Lineage Documents. This candidate will also be responsible for tracking the progress of projects and related tasks, which will include tracking follow-ups from meetings and scrums, assessing the status of related JIRA tasks and coordinating planned releases.
Responsibilities
Liaison between business users and technical team
Schedule business requirements sessions, document meeting minutes and track follow-ups
Write Business Requirement Documents
Assist with Technical Design and Data Lineage Documents
Ensure Technical Design addresses the Business Requirements
Effectively track the progress across projects and ensure business requirements are being followed
Coordinate planned releases and send out release announcements
Assist in creating, tracking and following up on JIRA tickets
Conduct Stakeholder Interviews and facilitate meetings for requirements elicitation
Ability to work in a team-oriented, fast-paced agile environment managing multiple
Qualifications
4+ years working as a Technical BA
4+ years working on Agile projects
2-4+ years of SQL experience (Oracle and SQL Server, MongoDB a plus)
4+ years of Data Analysis/Trouble shooting
4+ years writing Business Requirement, Technical Design and Data Lineage Documents
Ability to interpret business requirements into technical requirements
Strong Meeting Facilitator
Must be able to multi-task effectively
Great organizational skills
Excellent communication skills
Data Analyst
Providence, RI jobs
KLR Executive Search Group is proud to partner with Chisholm, Chisolm, & Kilpatrick (CCK), a nationally recognized law firm committed to providing exceptional client service in the areas of Veterans Law, ERISA law, and Bequest Management, on a full-time Data Analyst position. The Data Analyst will handle all aspects of data management; from preparation and ETL to analysis and visual representation to managers and stakeholders. This position is responsible for establishing and maintaining data pipelines and warehouses for use with various business intelligence tools. The Data Analyst is responsible for developing effective statistical analysis and reporting on large data sets. Here are more details about the role:
Responsibilities:
Develop and maintain accurate, high-quality data pipelines, warehouses, databases, and datasets.
Structure large datasets to produce usable information.
Perform ETLs to turn raw data into usable data for reporting and visualization purposes.
Use business intelligence tools to identify, analyze, and interpret patterns and trends in complex data sets.
Prepare reports using datasets based on requested outputs and be able to identify trends, patterns, and make predictions.
Collaborate with team members to collect and analyze data.
Create graphs, tables, infographics and other mediums of data visualization.
Understand business goals and offer solutions to support these initiatives with data-backed reporting.
Analyze and effectively present data in a way that assists leadership in making strategic decisions.
Requirements:
At least 2 years of experience working with ETL, data, data tools, extracting data, and creating reports.
Proficient in designing, developing, and consuming RESTful APIs to enable seamless data exchange
Capable of automating data collection and updates through API endpoints
Experience working with Excel, SQL, Oracle, R, Python, Domo, Tableau, Power BI.
Strong analytical skills with the ability to collect, organize, transform, and analyze significant amounts of data with attention to detail and accuracy.
Technical proficiency regarding database design, development, data models, data mining techniques, and segmentation techniques.
The salary range for this position is $80,000 to $95,000 annual salary and does not include benefits. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.
Surveillance Data Analyst
Winter Park, FL jobs
OVERVIEW - About the role
The Broker-Dealer is seeking a Surveillance Data Analyst with experience in the financial and trading industry, strong technical and analytical skills, and a results-driven approach. The role involves collecting, transforming, and analyzing trade and related data to support surveillance, compliance, and audits. As part of the Trade Desk Surveillance (TDS) team, you'll help identify regulatory risks, increase efficiency, and optimize processes for scalability.
RESPONSIBILITIES - What you'll do
What You'll Do:
Collect, transform, and analyze trade-related data to support reviews, audits, and regulatory reporting
Build workflow automations and optimize processes for efficiency and scalability
Use SQL, Python, and Excel to query and analyze large datasets
Collaborate with TDS, Trading, and Compliance teams to identify risks and improve systems
Maintain documentation and support issue resolution via Jira
Assist with exception investigations and train team members
What You Bring:
Bachelor's degree in Finance, Computer Science, or related field
1-3 years experience with SQL, Python, Excel, and data visualization tools
Strong analytical, troubleshooting, and communication skills
Familiarity with server-based systems and JSON/CSV data structures
Willingness to obtain SIE and Series 7 within 6 months
Bonus Points:
Knowledge of FINRA/SEC regulations, CAT reporting, and trading systems
Experience with automation tools (VBA, UiPath, PowerShell) and Jira/Confluence
Familiarity with AI/LLM applications for analysis
Business Analyst (Digital Access Management, BRD, FRD, Tech Writing) Contract at Austin Texas OR Sunnyvale California On Site
Austin, TX jobs
Business Analyst (Digital Access Management, BRD, FRD, Tech Writing)
Contract at Austin Texas OR Sunnyvale California On Site
Required Skills and Experience
- 5 + Years of Business Analyst experience
- 3+ years of DAM (Digital Access Management) experience
- 2-3 + years of BRD / FRD Documentation experience
- Technical Writing
- Training Material Documentation
- Work with the business to identify their data model, vocabularies and collaborate and can be translated to a working model.
- The ideal candidate will serve as a liaison between business teams, translating business needs into effective DAM solutions
- This role involves requirement gathering, feature adoption, training creation, and continuous improvement of the DAM platform to maximize business value.
- Create training materials to train users and Train the Trainer, being open for creativity in your delivery. (e.g. videos, slide decks, other tools).
- Facilitate Office Hours for business tenants to provide educational sessions on specific features.
- Identify opportunities for change and discuss for continuous improvement of the DAM platform.
- Create demo videos for OneDAM such as new features, etc.
- Create & maintain user guide for the application as well as new features in every release.
- Review existing DAM features, proactively guiding business adoption to enhance value.
- Provide ongoing support to business teams to ensure smooth operation and adoption of the DAM platform.
Insurance Business Systems Analyst
Greenwich, CT jobs
Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global speciality insurance carrier in Greenwich, CT. This is a Hybrid role see details below.
This role will be Hybrid (4 days onsite, 1 day remote) and available to candidates local to the Greenwich, CT area.
No C2C, Third Party or Sponsorship
Title: Insurance Business Systems Analyst
Location: Hybrid (4 days onsite, 1 day remote)
Hybrid (Mon-Fri, 40 hours)
Fulltime, Permanent
Salary Range : $70,000.00- $80,000.00 10%bonus eligible)
MUST HAVE Recent Experience in the Insurance Industry!
This role will help bridge the gap between business needs and IT solutions in the insurance industry by gathering requirements, assisting with implementation efforts, supporting end users and software systems, and improving upon business processes. Collaborate with stakeholders, analyze data, author business and technical requirements, and help ensure that technology projects align with insurance industry standards and company goals.
Responsibilities
• Gather and define business requirements: Work with subject matter experts to collect and document business needs for new or enhanced systems through interviews, workshops, and surveys.
• Systems Support: Help with the implementation, maintenance, and ongoing production support of critical insurance software systems and ensure system performance and stability.
• Troubleshoot and test: Assist in testing and troubleshooting systems to resolve issues and ensure they function correctly.
• Project Work: Assist with projects and shifting priorities as needed.
• Liaise between business and IT: Function as a communication bridge between business departments (like underwriting, operations, finance) and the information technology team.
• Improve processes: Analyze existing business processes to identify areas for improvement and efficiency gains.
• Analyze data: Evaluate data to inform decision-making and report on key performance indicators (KPIs).
• Training and documentation: Train users on software applications, system enhancements, and create detailed business process documentation.
• Reporting: Respond to user requests to generate reports from the system.
Skills & Requirements
• Minimum of 3-5 years of experience.
• Insurance Industry Knowledge: A strong understanding of insurance products, business processes, and industry regulations is crucial.
• Analytical and problem-solving: Ability to analyze complex situations, identify root causes of problems, and develop effective solutions.
• Communication: Excellent written and verbal communication skills to effectively collaborate with diverse business stakeholders and technical teams.
• Project Management and Process Knowledge: Familiarity with different project management methodologies like Agile or Waterfall, and the ability to create process flows and user stories is beneficial.
• Software Familiarity: Experience with specific insurance software platforms like Guidewire, Duck Creek, Insurity, Origami, can be a significant advantage.
• Technical Skills: Experience with SQL, data visualization tools, Power BI, and understanding of software systems
Business Analyst
Bergenfield, NJ jobs
ERP Ownership & Management
Serve as the primary owner and administrator of the ERP system, ensuring accuracy, efficiency, and alignment with business processes.
Partner with department leads (production, purchasing, quality, and sales) to streamline workflows and enhance ERP functionality.
Identify opportunities for automation and continuous improvement within the ERP system.
Support AS9100 compliance through data integrity, process documentation, and traceability.
Business Analytics & Reporting
Develop and maintain dashboards, KPIs, and reports that track production efficiency, sales performance, and cost trends.
Translate complex data into actionable insights that support decision-making across departments.
Support strategic planning and forecasting through detailed business analysis and modeling.
Pricing Strategy & Cost Analysis
Own and maintain the company's pricing models, ensuring competitiveness and profitability across product lines.
Partner with finance and sales teams to analyze cost structures, margin performance, and customer profitability.
Qualifications:
Bachelor's degree in Business, Information Systems, Finance, or related field.
3+ years with ERP systems (preferably manufacturing), pricing or financial analysis experience.
Technical Skills: ERP administration, Excel (advanced), SQL or query tools, Power BI, cost accounting basics.
Experience with ERP systems (knowledge of AXIS system big plus).
Understanding of manufacturing operations, costing, and pricing strategies.
Familiarity with AS9100 quality standards a plus.
To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.
Operations Reporting Analyst
Dallas, TX jobs
Berkshire Hathaway Automotive, headquartered in Irving, Texas, is one of the largest dealership groups in the United States, boasting over $9 billion in revenue and operating 80+ independently managed dealerships across 10 states. The organization sets the benchmark for operational excellence, financial performance, and an exceptional customer experience. With a focus on innovation, resilience, and adaptive business models, Berkshire Hathaway Automotive fosters strong leadership and empowers its dealerships to remain industry leaders and trendsetters within the automotive sector.
Role Description
This is a full-time, on-site role for an Operations Reporting Analyst. The primary responsibilities include collecting, analyzing, and interpreting data to generate actionable insights that support business decisions. The analyst will develop and maintain reports, dashboards, and metrics, leveraging data analytics to monitor operational performance. Additional tasks include collaborating with cross-functional teams to identify opportunities for operational improvement, presenting findings to stakeholders, and ensuring the accuracy and reliability of reporting processes.
Qualifications
Strong Analytical Skills, Reporting & Analysis capabilities, and attention to detail
Proficiency in Data Analytics and tools used for data interpretation and visualization
Background in Finance and solid understanding of financial metrics and reporting
Excellent Communication skills for presenting findings and collaborating with teams
Proficiency in software such as Microsoft Excel, Hyperion, Tableau, or similar platforms
Ability to manage multiple tasks and prioritize in a fast-paced environment
Bachelor's degree in Business, Finance, Data Analytics, or a related field is preferred
Experience in the automotive industry, along with CDK systems, is an advantage
Sr. Business Systems Analyst
Boston, MA jobs
Business Systems Sr. Analyst
Company: Confidential (Large Investment Firm)
Position Type: Full-Time (Direct-Hire)
Responsibilities:
Performs analysis of business activities to determine business requirements. Works with business users to understand and define needs. Converts business requirements into functional specifications. Works closely with project team members, business users, QA, developers, and other technology professionals in an Agile environment to ensure that project deliverables are completed on time and within budget.
Acts as a liaison between business stakeholders and the technology organization to ensure proper implementation of requirements within the expected timetable. Communicates any material modifications of business requirements to business stakeholders.
Collaborates on systems scope and objectives based on both user needs and an understanding of applicable business systems and industry requirements.
Ensures proper data processing using data checks and reports to facilitate error free business processes.
Collaborates with the QA team in developing high level test plans. Reviews test cases developed by the QA team. Works with automated testing team when needed for performance/load testing as well as automated regression testing.
Works to ensure a positive product for business stakeholders by overseeing the implementation of new software. Creates and maintains proper training materials and business documentation.
Follow the Software Development Lifecycle (SDLC), ensuring that all steps of the process have been followed prior to releasing any code.
Provides application and production support as needed to the departments and systems that they support.
Provides guidance to less experienced Business Systems Analysts.
Required Experience:
Bachelor's degree or equivalent experience in a business or technology related field.
Minimum of 2-5+ years of experience in the financial services industry, ideally supporting buy-side technology.
Intermediate technical skills including an understanding of underlying relevant technical architecture and business processes.
Proven ability to efficiently utilize resources and communicate with others, both verbally and in writing.
Proven analytical skills and demonstrated ability to make independent decisions.
A firm understanding of systems development lifecycle and Agile framework.
Proven ability to develop creative solutions to meet business needs.
Preferred/Nice to Have:
Trading and investment exposure preferred.
Background in Trade Processing, specifically SWIFT and Heliograph, preferred.
Targit Business Intelligence Analyst
Kokomo, IN jobs
Thank you for stopping by to take a look at the Targit Developer role I posted here on LinkedIN, I appreciate it.
I realized, a long time ago, that looking for work is about as fun as a root canal. So, due to that, I actually write my s from scratch. No use of Bots or AI (which I am now starting to call 'Alternative Intelligence')...just a real person. So, let's make a deal together here...let's all be humans...sound good?
I like to add humor to these things, so if you see something that gives you a chuckle, that was the intent. In addition, you won't be working with an amateur recruiter....I have been recruiting technical talent for over 23 years and been in the tech sector since the 1990s.
Here is what we are seeking in this role:
The location for this role is Kokomo, Indiana. This role is being done onsite Monday through Friday.
This role can go contract to hire if you need it to. Ideally, they are looking to hire someone who wants to be a permanent employee, so if you would like to go permanent right out of the gate, that would be great.
I can, as with most of my roles, only work with US Citizens or Green Card Holders for this role. I cannot work with H1, OPT, EAD, F1, H4, STEM Visa Holders or anyone that is not already a US Citizen or Green Card Holder for this role.
Here is what we are seeking: Before we start, just a quick note. I like to add humor to my job descriptions. So, if you see something that makes you chuckle, that was the intent.
As with just about every role I work on, social fit is just about as important as technical fit. Here are a few of those social fit characteristics:
The hiring manager for this role encourages people to try things instead of just waiting for approval. There is limited micro-management here. This can be a good thing for people who don't really need to be micromanaged.
This is not an environment where there is a lot of drama or 'ego'. So, if you believe that you are the kind of person that believes that the whole world revolves around you, you might want to go back to being a tik tok influencer, because we won't have a fit here.
You will be creating dashboards in Targit. This role is going to be a little more functional than technical however. A pretty healthy chunk of this role will be focused on working with end users on requirements, documenting what is needed in these Targit reports, and creating a roadmap on moving to PowerBI and Databricks. So, as you might imagine, you will be very user-focused in this role (primarilly working with finance and supply chain users). Another big portion of this role will be focused on stabilizing the current Targit environment. As anyone who has worked with Targit before knows, it is very user-focused and not incredibly technically-focused.
Here are the key things we are seeking:
At least 4-5 years of experience working with Targit. This experience can be more functional than technical. The experience with Targit is an absolute must have. Without experience with Targit, we will not have a fit, unfortunately. This experience will need to be described in your resume.
Experience creating roadmaps to PowerBI and Databricks. If you have created roadmaps for migrations to other data platforms, that is fine as well.
Significant experience with requirements gathering, documentation, process flow diagramming and UAT.
Yardi Business Systems Analyst
Boston, MA jobs
The Business Systems Analyst will provide applications support and day-to-day operational assistance with the main ERPs. They will work with application vendors, property managers, operational, finance and accounting teams, asset management teams and other IT staff to ensure that company operations are properly supported on the various platforms. This role will support both internal and external users through a variety of activities including but not limited to system updates and enhancements, configuration updates, training, documentation, diagnosing root causes and remedial actions.
The winning candidate will possess strong organizational skills, along with a strong sense of commitment, responsibility, and sound judgment. They should demonstrate a collaborative approach and the capacity to adapt effectively within a dynamic work environment. This candidate should be a strategic thinker; effectively understand the business needs, clearly articulate technical requirements and research and identify potential solutions.
ESSENTIAL JOB FUNCTIONS
The primary responsibilities of this position include but are not limited to:
Maintain the integrity and configuration of the ERP to support business critical processes
Act as technical product owner for several ERP modules
Act as a liaison between internal and external stakeholders to support business processes enabled by the ERP
Implement configuration changes and application enhancements using structured methodology
Conduct structured testing of changes or work with QA teams and business users to ensure testing processes follow organization standards
Support and directly execute day-to-day processes including:
Document & Maintain Access Control
ETL management Import/Export
Month-end processes
Property & Fund Budget updates
Support Property & Fund Accounting with general ledger and variance analysis of monthly financial statements ensuring data accuracy
Assist with providing financial information needed for compliance, regulatory filings and various ad-hoc reports
Provide end-user support by addressing support tickets for internal and external stakeholders
Partner with internal and external support teams to ensure best practices are implemented within the ERP
Prepare and maintain documentation to support system administrative functions, procedures and processes
OTHER JOB FUNCTIONS
Performs duties as assigned.
TECHNICAL SKILLS AND EXPERIENCE
Most important:
Experience supporting and troubleshooting ERP applications, working closely with business users in the system of records
Experience working on projects in collaboration with various stakeholders
Experience documenting application training materials and operating procedures
Experience using tools to define and document business requirements, user stories and test cases
Experience developing, overseeing and performing testing against product updates, enhancements, plugins
Important:
1+ years prior experience with the following Yardi Modules is highly desired but not required:
Voyager Core (GL, AP, AR)
Investment Accounting
Commercial
Job Cost + Construction Manager
Advanced Budget & Forecasting + Forecast Manager
Deal Manager
Fixed Assets Manager
Experience with system integrations
Understanding of database fundamentals
Experience with basic SQL knowledge
Desirable, but not required:
Experience with visual modelling tools including UML
Experience having worked using structured software engineering methodologies, frameworks and tools including Agile/Scrum (or similar) methodologies
Experience working on cloud enabled solutions such as Microsoft Azure
NONTECHNICAL SKILLS
Most important:
Strong communication and interpersonal skills to work within a team environment
Creative thinking and problem solving
Takes initiative and is a self-starter
Can work and collaborate effectively remotely
Strong Prioritization skills
Important:
Experience with appropriate organization complexity
Experience with appropriate organization size
Strong writing, presentation, and documentation skills
EDUCATION
Undergraduate degree in Computer Science, Finance or equivalent work experience
Senior Business Analyst
Houston, TX jobs
A great opportunity for a Senior Business Analyst to join our team in Houston, working closely with Tally clients to drive the energy future!
Tally Group is arguably the fastest growing energy software provider in the world (and our people grow just as fast!). Headquartered in Australia, we design and build agile solutions for real world problems. Having invested heavily in our retail ecosystem in 2024, we're now expanding our industry-leading capabilities around the world. Our role is to enable energy retailers to hit their targets with cutting-edge technologies, helping to reshape the way their customers buy, sell and engage with energy.
Our Houston office is part of a mighty team of globally dispersed employees, promoting flexible working options and diverse collaboration. We are ambitious, fast-paced and thriving at the leading edge of transformation. Will you join us?
What you'll be doing
Reporting to the US Delivery Lead, you'll be working in a team that moves at pace! The team work on projects that are smaller in scale with rapid turn arounds, requirements are defined for Developers in hours not days. You'll be part of a distributed team that works across 4 countries, which does require some meetings outside of usual business hours.
You'll be responsible for:
Writing user stories translating complex problems into requirements Developers can action
Working with Solution Architects to groom requirements
End-to-end analysis, modelling, and documentation of requirements to drive system enhancements, service optimization, and stakeholder-aligned project outcomes.
Analyzing and prioritizing customer and compliance requirements to identify and recommend product and process improvements that enhance effectiveness, reduce risk, and support regulatory alignment.
Building and managing great stakeholder relationships to support the successful delivery of projects and exceptional customer experiences.
Supporting user acceptance testing by verifying issues and providing timely, accurate documentation to ensure business readiness and solution integrity.
What we're looking for
Our people are change makers of the energy future! To thrive at Tally Group, you will need to have a curious and collaborative spirit. You must be customer-centric, a strong communicator and have a can-do attitude. In addition, and specific to this role:
Able to step back, pause and think critically about the correct approach before diving in
Proven experience in prioritization and compliance-driven change delivery.
Deep understanding of Software Development Life Cycle, business analysis, and process modelling, with strong documentation standards, especially user stories
Skilled in stakeholder engagement and cross-functional collaboration
Strong Jira and Excel skills.
Data focused approach - SQL experience is a bonus!
What we offer
Competitive remuneration within a supportive and collaborative team
Flexible working arrangements to suit your lifestyle
Vibrant office environment in the beautiful, tree-filled community of The Woodlands
Health insurance options
Employee referral bonuses
Access to our comprehensive wellness program and other wellbeing initiatives
An annual bonus day off to celebrate you!
Hybrid role with 2-3 days in office. We're open to remote working for the right person, provided they're available to travel to Houston for up to a week at a time.
Tally Group stands at the forefront of technological innovation within the energy retail industry. Our talented global team is dedicated to driving digital transformation and operational efficiency for our clients. We aim to empower the energy sector with cutting-edge technology that brings real business results.
Business Analyst - Operations
Pennsylvania jobs
Joining Susquehanna's Trading Operations team as a Business Analyst places you right in the heart of our business. Working directly with global teams across Trading, HR, Legal, Operations, and Technology, you'll serve as the key bridge between stakeholders and our development teams-translating business requests into tools, systems, diagrams, and reports that directly impact how we operate.
At Susquehanna, there's no single way to improve processes. You'll leverage your creativity, communication, and technical skills to assess and articulate business needs, design optimized workflows, and collaborate with technology to build solutions that make an impact.
In this role you will:
Work across our Bala HQ, Dublin, and Sydney offices to support the development and implementation of universal calculation tools that are agnostic to location and securities type.
Support the build-out of an internal books and records system that integrates counter-party data from multiple trading systems and normalizes it for easier use.
Manage the development of reconciliation tools that streamline data comparison and trade reporting.
Design and document end-to-end business processes and workflows using tools such as Microsoft Visio, Lucidchart, or similar, to improve cross-functional understanding and solution development.
Partner with technical teams to transform workflow diagrams into functional system designs and implementations.
What we're looking for
Bachelor's degree required; specialization in finance or STEM discipline preferred.
Minimum of 5 years of experience in a Trading Operations, Business Analyst, or related role.
Demonstrated experience designing workflows and business processes using diagramming tools such as Microsoft Visio.
Strong analytical and problem-solving skills, with excellent time management and prioritization abilities.
Experience with Excel required; knowledge of VBA, SQL, and/or scripting (e.g., Python) is preferred.
Understanding of SDLC models is a plus.
Familiarity with relational database concepts preferred.
Visa sponsorship for work authorization is not available for this position now or in the future.
About Susquehanna
Susquehanna is a global quantitative trading firm powered by scientific rigor, curiosity, and innovation. Our culture is intellectually driven and highly collaborative, bringing together researchers, engineers, and traders to design and deploy impactful strategies in our systematic trading environment. To meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies. By uniting deep market expertise with cutting-edge technology, we excel in solving complex problems and pushing boundaries together.
GRC Analyst
Woodbridge, NJ jobs
The GRC Analyst will collaborate with process owners, internal auditors, external auditors, and other stakeholders to assist in reviewing, monitoring, and resolving findings. This includes helping the team manage SOX and GLBA Compliance programs.
The GRC Analyst will support the implementation of internal and external assessments, assist with compliance audits, and ensure compliance with existing and emerging regulations and standards including GLBA, SOX, and other GRC activities.
KEY RESPONSIBILITIES
Gather relevant evidence to support annual testing for internal and external audits. Maintain and monitor a central repository for audit evidence. Ensure timely and accurate response to internal and external audit requests.
Provide training and guidance to employees and other stakeholders on cybersecurity best practices and awareness including but not limited to:
• New Hire Training,
• Monthly cybersecurity newsletters and phishing campaigns,
• Administration of the Cybersecurity Compliance training program
Gather relevant evidence and documentation to support risk assessments using various frameworks to identify control ratings, strengths, potential gaps and action plans.
Leverage the Bank's GRC platform to document and manage security exceptions, violations, incidents, and other risk concerns to closure.
Maintain up-to-date documentation of procedures and methods that serve to broaden team knowledge and industry expertise.
Assist GRC Manager with maintaining security standards, policies, and practices on an annual basis to make sure they reflect the current environment
Collaborate with business lines to help satisfy new and existing regulatory obligations.
MINIMUM SKILLS REQUIRED
1-3 years' experience in cybersecurity with exposure with various security frameworks. Understanding of cybersecurity governance frameworks, Sarbanes Oxley (SOX) compliance requirements and IT General Controls (ITGC)
Information Security Governance experience or related training
Detail oriented with good organizational skills
Effective written and verbal communication skills
Intermediate proficiency with Microsoft Office
IT Security Analyst
Buena Park, CA jobs
The IT Security Analyst is responsible for developing, implementing, and managing security measures across multiple functional areas including core infrastructure, data, network, systems, and web applications. This role supports the creation and enforcement of security policies and procedures, monitors for threats and vulnerabilities, and assists in incident response and risk analysis. The analyst will collaborate with IT and business units to ensure the organization's security posture aligns with strategic goals and regulatory requirements.
DUTIES
Monitor and analyze security threats including viruses, malware, phishing attempts, and suspicious system activity across firewalls, IDS, VPN, email filters, and web filters.
Reports adverse security events and risk assessments to the Information Security Officer and Chief Information Officer
Administer and enforce security policies by managing user access, reviewing violation reports, investigating anomalies, and maintaining documentation of security controls.
Provide end-user support for security-related issues including malware infections, phishing attempts, and safe browsing practices.
Evaluate and recommend security tools, technologies, and procedures to improve protection and operational efficiency.
Educate IT staff and business units on security policies and best practices; consult on security implications of user-managed systems and applications.
Participate in IT projects to ensure the security requirements are integrated into system design and implementation.
Support the organization's IT strategic plan by delivering secure technology solutions that meet the business objectives.
Ensures compliance with internal policies, regulatory requirements, and industry standards.
QUALIFICATIONS
EDUCATION: Bachelor‘s Degree in Computer Science, Information Systems, or other related field. Or equivalent work experience.
EXPERIENCE: 3 to 5 years of combined IT and security experience with a broad range of exposure to systems analysis, application development, database design and administration; one to two years of experience with information security.
SKILLS/ABILITIES
Strong understanding of security principles, technologies, and practices across diverse platforms.
Hands-on experience with configuring and securing workstations, laptops, mobile devices, servers, printers, switches, and other peripherals.
Familiarity with banking applications such as Fiserv, Jack Henry, or FIS.
Excellent verbal and written communication skills with the ability to convey complex technical concepts to non-technical audiences.
Demonstrated problem-solving, analytical thinking, and decision-making skills.
Strong customer service orientation and interpersonal skills.
Security certifications (e.g. CompTIA Security+, CEH, GCIH) are a plus.
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses.
We have great benefits that include, but not limited to:
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies
(GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website ****************************
.
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
Principal Process and Business Analyst
San Jose, CA jobs
The Principal Process and Business Analyst plays a critical role in shaping Technology Credit Union's (Tech CU) enterprise approach to process optimization, knowledge management, business requirements, and user acceptance testing governance. This role serves as the functional owner for Tech CU's process catalog and knowledge management strategy, ensuring that Tech CU's people, processes, systems, and data are aligned to deliver efficient, member-centric services. The incumbent acts as a bridge between business stakeholders, technical teams, and vendors, and helps shape solutions that improve operational performance, enhance knowledge sharing, and create a culture of continuous learning and innovation.
Responsibilities
Essential Duties
Enterprise Knowledge Management (KM)
Maintains and enhances the enterprise process catalog in partnership with the lines of business and the enterprise risk management team.
Participates in KM Strategy discussions, vendor evaluations, RFP processes, and contract negotiations including providing requirements and evaluation criteria.
Designs, implements, and maintains a KM framework that captures, organizes, and makes business policies, procedures, job aids, FAQs, and best practices are centrally available, well-maintained, and consistently adopted.
Partners with IT and vendor teams to integrate KM systems with chatbots, member self-service portals, and employee tools, ensuring a seamless experience across channels.
Establishes governance for KM content lifecycle (creation, approval, versioning, archiving) and drives adoption across departments.
Defines and tracks KM KPIs (usage, adoption, accuracy, and impact on member/employee efficiency).
Business Analysis & Requirements Governance
Contributes to the business requirements lifecycle, establishing enterprise standards for elicitation, documentation, traceability, and sign-off.
Oversees requirements for assigned projects, ensuring alignment with enterprise goals, business owner needs, and agile project management frameworks.
Serves as the enterprise liaison between business stakeholders, IT, and vendors, ensuring requirements translate into effective solutions.
Governs and maintains Tech CU's repository of business requirements, UAT artifacts, and process documentation.
User Acceptance Testing (UAT) Oversight
Participates in defining Tech CU's UAT governance framework and measure its effectiveness, including test planning, script creation, execution oversight, defect triage, and sign-off.
Owns the UAT for assigned projects.
Process Optimization & Continuous Improvement
Applies methodologies such as Lean, Six Sigma, and value stream mapping to identify inefficiencies, streamline workflows, and improve member and employee experiences.
Program-manages company-wide process improvement opportunities and related efforts.
Supports business units in defining process KPIs, measuring outcomes, and embedding continuous improvement practices into daily operations.
Work Schedule
Full-time; typically, 40+ hours/week
Flexible within core business hours, Pacific Time, M-F
Occasional extended early morning or late evening hours, and weekends, typically with advance notice
Workplace Essentials
Supports Tech CU's
Mission and Vision
and consistently demonstrates
Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate).
Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
Complies with Tech CU policies and procedures.
Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
Complies with requirements imposed by federal, state and local agencies.
Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
Qualifications
Education: B.S. Degree in Business, Project Management, MIS, Computer Science, or related area (or equivalent experience).
Experience:
8+ years in business analysis, knowledge management, or process improvement roles.
5+ years designing and implementing knowledge management frameworks or platforms.
5+ years leading requirements management and UAT governance across complex projects.
3+ years applying process improvement methodologies, such as Lean, Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control), and value stream mapping.
Familiarity with financial institution operations and systems is strongly preferred.
Knowledge/Skills/Abilities:
Advanced expertise in knowledge management frameworks and content governance models.
Strong business analysis and process modeling skills; able to translate complex needs into actionable solutions.
Advanced facilitation, communication, and presentation skills across all organizational levels.
Strong proficiency with Business Analysis (BA) and UAT tools (JIRA, Confluence, ALM, SharePoint, KM platforms).
Solid familiarity with change management methodologies, such as ADKAR (Awareness, Desire, Knowledge, Action, Reinforcement) and Kotter, to drive adoption.
Strong analytical skills to measure process impact and knowledge usage.
Comfortable managing vendors, platforms, and external consultants.
Strong knowledge of SDLC (Software Development Life Cycle) and agile practices to align process and knowledge requirements with development cycles.
Strong analytical skills to quantify process impacts and measure knowledge usage.
Solid ability to coach and mentor colleagues on process improvement and knowledge management best practices.
Licensing/Certifications:
Lean Six Sigma certification (Green or Black Belt preferred).
Knowledge Management or Process Excellence certifications (e.g., APQC, AIIM) a plus.
CBAP, PMI-PBA, or ISTQB certification a plus.
Travel: May be required to periodically attend offsite training, meetings or events, typically with advance notice.
Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance.
Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.
Physical Requirements:
Typical office environment with frequent sitting, walking and standing.
Ability to sit ~85% of the day.
Ability to keyboard and read computer screen for ~65% of the time during which one is seated.
Ability to work 40 hours per week with some weeks requiring extra hours, including weekends and evenings, to complete projects (if required).
EQUAL EMPLOYMENT OPPORTUNITY
Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Pay and Benefits
Position Grade: 108
Salary Range: minimum-$132,000, midpoint-$160,000, maximum-$188,000
Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location.
Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
Bonus Potential: Target 15% of base salary based on company and individual performance
Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.
Tech CU offers a comprehensive benefits package, including:
Health Coverage: Medical, dental, and vision plans
Income Protection: Life and disability insurance
Retirement: 401(k) plan with company match
Paid Holidays: 12 days annually
Paid Time Off (PTO):
Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year)
Increases with length of service
Voluntary Time Off (VTO):
8 hours annually for full-time employees to support charitable organizations
Additional Benefits:
Flexible Spending Accounts
Employee-paid voluntary benefits
Leaves of absence in compliance with state and federal regulations
Auto-ApplyBusiness Analyst Intern
Kansas City, MO jobs
About Us
American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.
Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone.
All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you.
Role Summary
This program is for currently enrolled undergraduate students. The deadline to apply is October 22, 2025.
This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.
Are you seeking an opportunity to learn the basics of the financial services industry with a reputable firm in KC?
The Business Analyst Intern responsibilities include assessing the requirements of the organization with respect to its operations and processes, as well as the design and implementation of new systems. The Business Analyst Intern will work closely with a team responsible for automating business processes. They will learn and understand our system applications and help to identify improvement opportunities. The analyst will test automations to ensure that they meet stakeholder requirements. The position requires an individual capable of operating in a fast-paced environment while working on several projects simultaneously.
How You Will Make an Impact
Gather and document requirements using interviews, analysis of business processes or conducting requirements workshops.
Analyze task and workflows to effectively develop use cases and test scenarios.
Drive and challenge business units on their assumptions of how they will successfully execute their plans.
Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.
Proactively communicate and collaborate with external and internal customers to analyze information needs and functional requirements.
Assist with the configuration of vendor systems and tools to meet business requirements.
Serve as the conduit between internal/external customers and the software development teams through which requirements flow.
Be the liaison between the business units, support team, technology teams and external vendors.
Prepare user documentation and training documentation as necessary.
Troubleshoot and solve problems relating to production systems and business processes.
What You Bring to the Team (Required)
Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
Passion for gaining experience within the finance industry and an aim to learn more about client relationships and support.
Students seeking opportunities to acquire full-time roles beyond graduation.
Additional Assets (Preferred)
Experience working with a vendor accounting platform such as UiPath, SS&C applications, etc.
Strong technical aptitude and ability to work with technical teams
Demonstrated effectiveness working in dynamic and changing environment.
Working knowledge of Microsoft Word, Excel and Access.
What We Offer
Our interns receive competitive pay, as well as 401k eligibility for contributions
Mentor Program: a designated mentor will be assigned to you during your time with us to provide career coaching and mentorship
Housing assistance for any interns that join us with a permanent residence outside of the Kansas City Metro Area
Access to Business Resource Groups that you can ally and participate in (Diversity, Women in Finance, LGBTQ+, Emerging Professionals, Veterans)
Casual dress code - be comfortable and express your unique self
A robust social and philanthropic calendar of events hosted just for interns!
Internship Structure
10 Week Program - June 1 to August 7
40 hours a week, between 8am-5pm CST
Additional Requirements
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_*******************************. All requests for accommodation will be addressed as confidentially as practicable.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
#LI-Onsite
American Century Proprietary Holdings, Inc. All rights reserved.
Auto-ApplyAI Business Analyst Intern
Palo Alto, CA jobs
Business UnitWhat the Role Entails
Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China.Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world.Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players.
Responsibilities:
1.Monitor and analyze cutting-edge AI technology trends and their applications in the gaming industry, such as AI animation generation, AI 3D generation, AI NPC and AI gameplay generation.
2.Integrate insights from internal and external experts, combine them with logical understanding, and deliver insights on AI technology development trends and implementation recommendations.
Who We Look For
1.Strong interest in gaming and AI technology. good at information acquisition and analysis.
2.A background in STEM (Science, Technology, Engineering, Mathematics) is preferred
Location State(s)
US-California-Palo AltoThe expected base pay range for this position in the location(s) listed above is $27.00 to $57.70 per hour. Actual pay may vary depending on job-related knowledge, skills, and experience. This position will be eligible for 1 hour of paid sick leave for every 30 hours worked and up to 13 paid holidays throughout the calendar year. Subject to the terms and conditions of the applicable plans then in effect, full-time interns are also eligible to enroll in the Company-sponsored medical plan.Equal Employment Opportunity at Tencent
As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.
Auto-ApplySummer 2026 Intern, Business Analyst, Information Technology - New York
New York, NY jobs
We are passionate about our business and our culture, and are seeking individuals with that same drive. & Company Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: ***************
A. Position Summary
The AI Business Analyst Summer 2026 Intern will help design and deliver AI solutions that address business needs across the Firm. The role involves gathering and documenting requirements, supporting testing and deployment, and evaluating tools and workflows. The intern will work closely with the AI Business Analyst team in a collaborative environment to interface with bankers and key stakeholder groups.
Establishing and maintaining good relationships through strong communication is crucial, as this role involves interacting with bankers, Compliance officers, Business Management professionals, vendors, and Information Technology personnel. A successful candidate should demonstrate the capacity to work independently on specific tasks and exhibit strong proficiency in the following areas: analytical thinking (the ability to analyze and logically organize information), organization, communication (both written and verbal), self-motivation, intellectual curiosity, and attention to detail.
B. Essential Functions
* Partner with bankers and stakeholders to understand business objectives and identify opportunities for AI and automation that enhance productivity and decision-making.
* Elicit, document, and interpret requirements for AI-related projects; present findings and recommendations clearly to guide design and implementation.
* Translate business needs into user stories and actionable deliverables that enable engineering and data science teams to build solutions.
* Evaluate AI-related solutions to ensure they meet business needs and can scale effectively across the organization.
* Collaborate with Business Management, Data Science, Engineering, and external vendors throughout the project lifecycle-from requirements and workflow design to testing, deployment, and ongoing support.
C. Characteristics
The AI Business Analyst Intern should be a creative, detail-oriented thinker with strong interpersonal and communication skills. They should be able to deliver quality work under time constraints and be comfortable working with multiple teams across the organization.
The intern should possess the following knowledge and abilities:
* Ability to translate business needs into structured, data-informed insights and technology solutions.
* Strong analytical thinking, organization, and customer service orientation.
* Sound judgment, intellectual curiosity, and adaptability in a fast-paced environment.
* Interest in AI, data analysis, and financial technology applications.
D. Skills
* Excellent communication, organization, and documentation skills.
* Basic knowledge of Business Analysis, Data Analytics, or Quality Assurance.
* Ability to analyze business systems and processes to identify user needs and automation opportunities.
* Familiarity with generative AI tools, large language models, or automation platforms.
* Basic exposure to Python, SQL, and/or other data analytics tools preferred.
* Familiarity with User Acceptance Testing.
E. Education & Experience
Candidates should be self-motivated with a strong desire to contribute to the department and company's success. Currently pursuing a Bachelor's degree in a related field.
Complete the Suited assessment. Moelis has partnered with the screening platform Suited to help us better understand internship candidates. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process. To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates.
Hourly Pay: USD $36.00 (NON-EXEMPT)
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-ApplySummer 2026 Intern, Business Analyst, Information Technology - New York
New York, NY jobs
We are passionate about our business and our culture, and are seeking individuals with that same drive.
Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: ***************
A. Position Summary
The AI Business Analyst Summer 2026 Intern will help design and deliver AI solutions that address business needs across the Firm. The role involves gathering and documenting requirements, supporting testing and deployment, and evaluating tools and workflows. The intern will work closely with the AI Business Analyst team in a collaborative environment to interface with bankers and key stakeholder groups.
Establishing and maintaining good relationships through strong communication is crucial, as this role involves interacting with bankers, Compliance officers, Business Management professionals, vendors, and Information Technology personnel. A successful candidate should demonstrate the capacity to work independently on specific tasks and exhibit strong proficiency in the following areas: analytical thinking (the ability to analyze and logically organize information), organization, communication (both written and verbal), self-motivation, intellectual curiosity, and attention to detail.
B. Essential Functions
Partner with bankers and stakeholders to understand business objectives and identify opportunities for AI and automation that enhance productivity and decision-making.
Elicit, document, and interpret requirements for AI-related projects; present findings and recommendations clearly to guide design and implementation.
Translate business needs into user stories and actionable deliverables that enable engineering and data science teams to build solutions.
Evaluate AI-related solutions to ensure they meet business needs and can scale effectively across the organization.
Collaborate with Business Management, Data Science, Engineering, and external vendors throughout the project lifecycle-from requirements and workflow design to testing, deployment, and ongoing support.
C. Characteristics
The AI Business Analyst Intern should be a creative, detail-oriented thinker with strong interpersonal and communication skills. They should be able to deliver quality work under time constraints and be comfortable working with multiple teams across the organization.
The intern should possess the following knowledge and abilities:
Ability to translate business needs into structured, data-informed insights and technology solutions.
Strong analytical thinking, organization, and customer service orientation.
Sound judgment, intellectual curiosity, and adaptability in a fast-paced environment.
Interest in AI, data analysis, and financial technology applications.
D. Skills
Excellent communication, organization, and documentation skills.
Basic knowledge of Business Analysis, Data Analytics, or Quality Assurance.
Ability to analyze business systems and processes to identify user needs and automation opportunities.
Familiarity with generative AI tools, large language models, or automation platforms.
Basic exposure to Python, SQL, and/or other data analytics tools preferred.
Familiarity with User Acceptance Testing.
E. Education & Experience
Candidates should be self-motivated with a strong desire to contribute to the department and company's success. Currently pursuing a Bachelor's degree in a related field.
Complete the Suited assessment. Moelis has partnered with the screening platform Suited to help us better understand internship candidates. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process. To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates.
Hourly Pay: USD $36.00 (NON-EXEMPT)
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-Apply