Senior Asset Management Applications Business Analyst
Risk analyst job in Charlotte, NC
Immediate need for a talented Senior Asset Management Applications Business Analyst. This is a 12+ months contract opportunity with long-term potential and is located in Charlotte, NC(Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID: 25- 93161
Pay Range: $75 - $78.70/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Provides senior level consulting services to business groups on process improvement projects designed to improve IT and business management results.
Develops and implements new processes, standards or operational plans that will have impact on the achievement of functional results.
Participates in defining and formulating senior leadership's IT strategy through the review of business objectives and value proposition.
Advises senior leadership on future business direction and aligns IT with business priorities, strategies, and operating models.
Recommends solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology.
Recommends long-term improvements and changes to organization's IT systems to support future business direction and growth.
Coaches, reviews and delegates work to lower level professionals.
Lead business and technical analysis to evaluate Synfinii's SalesPage, Broadridge SalesVision, and related platforms, focusing on functionality, data integration, and alignment with enterprise strategy.
Partner with Product, Data, Sales, and Marketing stakeholders to define evaluation criteria, including usability, reporting capabilities, scalability, and data model flexibility.
Document current-state workflows, data flows, and reporting use cases that inform the target-state vision for a unified distribution intelligence platform.
Support vendor due diligence by facilitating demonstrations, capturing requirements, and preparing comparison scorecards and recommendations.
Conduct gap analyses to identify where candidate platforms align-or diverge-from organizational needs.
Collaborate with architects and data engineering teams to assess integration points between CRM, data warehouse (Snowflake), and analytics platforms.
Translate evaluation outcomes into Features and Stories in Jira to inform future implementation roadmaps.
Present findings and recommendations to Product and Technology leadership, including readiness assessments, cost/benefit summaries, and risk considerations.
Key Requirements and Technology Experience:
Key skills; BUSINESS ANALYST
SALESFORCE
SALESPAGE
SALESVISION
University (Degree) Preferred
5 Years Required; 7 Years Preferred
Physical Requirements: Sedentary Work
5+ years of experience as a Business Analyst or Systems Analyst within Sales, Marketing, or CRM technology domains
Deep understanding of Salesforce CRM and its data structures
Hands-on experience with enterprise data platforms such as Snowflake and Salesforce Data 360
Proven ability to operate in a SAFe Agile environment, creating and maintaining Features, Epics, and Stories in Jira
Excellent documentation, facilitation, and presentation skills
Experience evaluating or implementing distribution intelligence or sales analytics platforms (e.g., SalesPage, Broadridge SalesVision, DST, or similar)
Background in asset management, financial services, or intermediary distribution
Experience with data visualization tools (e.g., Tableau, Power BI) for interpreting platform outputs
Familiarity with data governance, data lineage, and compliance frameworks for client and sales data
Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Credit Risk Specialist
Risk analyst job in Charlotte, NC
and Culture
EXL (NASDAQ: EXLS) is a global analytics and digital solutions company that partners with clients to improve business outcomes and unlock growth. Bringing together deep domain expertise with robust data, powerful analytics, cloud, and AI, we create agile, scalable solutions and execute complex operations for the world's leading corporations in industries including insurance, healthcare, banking and financial services, media, and retail, among others. Focused on creating value from data for driving faster decision-making and transforming operating models, EXL was founded on the core values of innovation, collaboration, excellence, integrity and respect. Headquartered in New York, our team is over 40,000 strong, with more than 50 offices spanning six continents. For information, visit *******************
For the past 20 years, EXL has worked as a strategic partner and won awards in its approach to helping its clients solve business challenges such as digital transformation, improving customer experience, streamlining business operations, taking products to market faster, improving corporate finance, building models to become compliant more quickly with new regulations, turning volumes of data into business opportunities, creating new channels for growth and better adapting to change. The business operates within four business units: Insurance, Health, Analytics, and Emerging businesses.
About the Role EXL's Credit Risk Practice works with leading banks, fintech's, and financial institutions to design and implement advanced risk management strategies. We are seeking a Credit Risk Strategy Manager to drive the development, execution, and monitoring of credit strategies across the lending lifecycle and manage the client in terms of existing relationship & new business opportunities.
This role requires deep analytical expertise, strong business acumen, and the ability to translate data-driven insights into effective risk strategies that balance growth and profitability within client risk appetite. Additionally, it requires strong consultative and relationship-building skills with ability to influence senior stakeholders.
Key Responsibilities:
• Design, implement, and validate credit risk strategies across the lifecycle (acquisition, underwriting, account management, exposure management, and collections).
• Develop and enhance credit risk models and decision frameworks using advanced statistical and analytical techniques.
• Support policy design for credit, fraud, pricing, and digital pre-qualification strategies.
• Work on line assignment and credit line increase strategies, optimizing risk/return tradeoffs and supporting income capture initiatives.
• Assist in graduation and product upgrade strategies for profitable base (like engaged, low-risk customers).
• Support the design of risk appetite frameworks, concentration limits, and program guardrails.
• Monitor regulatory and governance requirements, ensuring all strategies adhere to compliance and audit standards.
• Drive innovation by leveraging new data sources, advanced analytics, and automation to strengthen credit risk capabilities.
• Provide insights and recommendations to senior leadership on portfolio performance, emerging risks, and forward-looking strategies.
• Build and nurture long-term client relationships by understanding business needs and positioning EXL's credit risk solutions effectively.
• Identify opportunities to expand engagements through cross-sell/up-sell of analytics, modeling, and risk consulting services.
• Partner with business development teams to support proposal creation, client pitches, and delivery of value-driven outcomes.
Qualifications:
• Bachelor's degree in Business, Finance, Statistics, Mathematics, Engineering, or related field; Master's preferred.
• 7+ years of experience in credit risk strategy, credit analytics, or risk management within consulting, banking, or financial services.
• Strong expertise in consumer lending products (credit cards, personal loans, student loans, etc.) and credit lifecycle strategies.
• Proficiency in SAS, SQL, Python (Tableau is a plus).
• Solid background in data modeling, segmentation, regression, and statistical techniques for risk decisioning.
• Ability to synthesize complex analysis into clear recommendations for senior management.
• Strong communication, presentation, and stakeholder collaboration skills.
• Knowledge of credit risk regulatory requirements, governance frameworks, and emerging trends in digital lending.
• Preferred: Experience leveraging alternative data and innovative analytical approaches in credit strategy development.
• Proven experience in managing client accounts with a track record of delivering measurable impact.
• Business development mindset with experience in proposal writing, solutioning, or contributing to revenue growth initiatives
What we offer
EXL Analytics offers an exciting, fast paced and innovative environment, which brings together a group of sharp and entrepreneurial professionals who are eager to influence business decisions. From your very first day, you get an opportunity to work closely with highly experienced, world class analytics consultants.
You can expect to learn many aspects of businesses that our clients engage in. You will also learn effective teamwork and time-management skills - key aspects for personal and professional growth
Analytics requires different skill sets at different levels within the organization. At EXL Analytics, we invest heavily in training you in all aspects of analytics as well as in leading analytical tools and techniques.
We provide guidance/ coaching to every employee through our mentoring program wherein every junior level employee is assigned a senior level professional as advisors
The experience at EXL Analytics sets the stage for further growth and development in our company and beyond
Base Salary Range Disclaimer: The base salary range represents the low and high end of the EXL salary range for this position. Actual salaries will vary depending on factors including but not limited to: location and experience. The base salary range listed is just one component of EXL's total compensation package for employees. Other rewards may include bonuses, a Paid Time Off policy, and many region-specific benefits.
Principal Third Party Risk Management Specialist
Risk analyst job in Charlotte, NC
Optomi, in partnership with a leading provider in the telecommunications industry is seeking a Principal Third Party Risk Management Specialist to join their team! responsible for leading and managing all cybersecurity-related contract negotiations, reviews, and redlining activities. This role ensures that contractual agreements with suppliers, vendors, and partners comply with corporate cybersecurity policies, regulatory requirements, and risk management standards.
What You Will Do:
Lead the review, analysis, and negotiation of cybersecurity terms and conditions in contracts with suppliers, vendors, and third parties.
Develop and maintain cybersecurity contract templates, playbooks, and standard clauses aligned with industry best practices and corporate policies.
Collaborate closely with Legal, Procurement, Cybersecurity, and Business Units to ensure cybersecurity requirements are effectively incorporated into contracts.
Manage the redlining process to ensure timely and accurate updates to contract language, mitigating cybersecurity risks and complying with regulatory and corporate standards.
Provide expert guidance on cybersecurity risk implications related to contract terms, including data protection, incident response, liability, and compliance obligations.
Advise stakeholders on emerging cybersecurity threats and regulatory changes impacting contractual obligations.
Support dispute resolution and escalation related to cybersecurity contractual issues.
What You Will Bring:
Bachelor's degree in Cybersecurity, Information Security, Law, Business, or a related field; advanced degree preferred.
7+ years of experience in cybersecurity contract management, legal negotiations, or related roles.
Strong knowledge of cybersecurity risks, data privacy laws, regulatory requirements, and contract law.
Experience negotiating complex contracts with cybersecurity provisions in Technology, cloud, or vendor management contexts.
Excellent negotiation, communication, and stakeholder management skills.
Ability to interpret technical cybersecurity requirements and translate them into clear contractual language.
Detail-oriented with strong analytical and risk assessment capabilities.
Self-motivated and capable of managing multiple priorities under tight deadlines.
Desired Professional Certifications
CISSP (Certified Information Systems Security Professional)
CIPP (Certified Information Privacy Professional)
CISA (Certified Information Systems Auditor)
Legal or contract management certifications (e.g., Certified Commercial Contracts Manager - CCCM)
Negotiation or mediation training/certifications
Associate Analyst, ICQA Shortage Control
Risk analyst job in Rock Hill, SC
Our values start with our people, join a team that values you!
Bring your talents to Ross, our leading off-price retail chain with over 2,200 stores, and a strong track record of success and growth. Our focus has always been bringing our customers a constant stream of high-quality brands and on-trend merchandise at extraordinary savings. All while providing a fun and exciting treasure hunt experience.
As part of our team, you will experience:
Success. Our winning team pursues excellence while learning and evolving
Career growth. We develop industry leading talent because Ross grows when our people grow
Teamwork. We work together to solve the hard problems and find the right solution
Our commitment to Diversity, Equality & Inclusion, and our community. We celebrate the backgrounds, identities, and ideas of those who work and shop with us because our differences make us stronger. We strive to be a positive force in our community.
Our Corporate headquarters are in Dublin, CA, we have 3 buying offices in key markets in New York City, Los Angeles, and Boston, and 8 distribution centers nationwide. With 2023 revenues of $20.4 billion, we are a Fortune 500 company who is committed to providing an inclusive work environment with continuous learning opportunities and development for our teams.
GENERAL PURPOSE:
The Associate Analyst, Inventory Control & Quality Assurance Shortage Control position is responsible for the supporting of all inventory control indicators, transactions, and quality control metrics pertaining to shrink and shortage for the supply chain network. The Associate Analyst will research and provide data analysis to support preventing shrink. This position will partner and collaborate with the executive team, merchants, ICQA team, managers, and senior business analysts.
ESSENTIAL FUNCTIONS:
Research and provide data analysis to support preventing shrink. Identify areas of opportunities related to high shrink. This may include but is not limited to, understanding complex shrink opportunities, purchase orders, over receipts, and open quantities with shortage opportunities
Presenting data in charts, graphs, and tables (to give visual representation to trends);
Partner with multiple departments in resolving problems as requested and communicate research/resolutions.
Actively collaborate with Operations and provide data to help prevent and recover shrink.
Research and recommend alternative actions, procedural updates, audits and potential system updates.
Provide consistent level of internal and external customer service
Conduct ad hoc analysis and special requests as assigned by management.
COMPETENCIES:
Analysis and Judgement
Collaboration
Communication
Planning
Organization
Detail-Oriented
QUALIFICATIONS AND SPECIAL SKILLS REQUIRED:
2 years of Inventory Control & Quality Assurance or analyst experience preferred.
College degree or equivalent work experience
Ability to import, clean, transform, validate, and/or model data to aid in the decision-making process.
Advanced experience in MS Excel, MS Access, and VBA (or similar coding languages VB, C#, or C++).
SQL + query capability preferred.
Strong communication skills both oral and written, to all levels of the organization.
Ability to interact professionally with all levels within the organization.
Sense of urgency in responding to needs of Associates and Managers.
Ability to coordinate and engage with different teams across the network to accomplish projects.
Attention to detail and ability to work with a high level of accuracy.
Knowledge of Distribution Center processes with some knowledge of DC reports preferred.
Ability to read, speak and understand written instructions in English.
PHYSICAL REQUIREMENTS/ADA:
Must be able to lift up to 50 pounds as needed throughout shift.
Job requires ability to work in an office environment, primarily on a computer.
Requires sitting, standing, walking, reaching, hearing, talking on the telephone, attending in-person meetings, typing, handling objects with hands, and working with paper/files, etc.
Consistent timeliness and regular attendance.
Vision requirements: Ability to see information in print and/or electronically.
Routine deadlines; usually sufficient lead time; variance in work volume seasonal and predictable; priorities can be anticipated; some interruptions are present; travel or other inconveniences have advance notice; involves occasional exposure to demands and pressures from persons other than immediate supervisor.
This role requires full-time in-office presence, including to engage in in-person team interaction, meetings and collaboration, client support, mentoring, coaching, and/or feedback.
SUPERVISORY RESPONSIBILITIES:
None
DISCLAIMER
This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at management's discretion.
Ross is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities and experience. We believe that it is an essential part of the Company's overall commitment to attract, hire and develop a strong, talented and diverse workforce. Ross is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.
Financial Analyst
Risk analyst job in Charlotte, NC
Travel: Occasional travel to powerplants in NC & SC
Work Schedule: Monday-Friday | Start between 7-9 AM | End between 4-6 PM
The Financial Analyst will:
Lead financial analysis, budgeting, forecasting, and variance reporting
Support month-end close, including journal entries and accruals
Develop and maintain consolidated financials across jurisdictions
Assist with regulatory filings including FERC reports and rate case support
Partner with project and system owners to enhance reporting tools
Ensure adherence to GAAP and internal accounting policies
Provide proactive recommendations to leadership based on financial trends
This position requires strong analytical skills, financial reporting expertise, and the ability to collaborate across multiple business units.
Key Responsibilities:
Financial Analysis & Reporting
Deliver accurate financial analysis and management reporting
Consolidate actuals, budgets, and forecasts with clear variance explanations
Identify and correct data issues to ensure financial accuracy
Support month-end close and prepare journal entries and accruals
Assist with governmental filings (FERC, insurance claims, rate case materials)
Support internal and external audit activities
Update and support SOX documentation and testing
Budgeting & Business Planning
Manage planning calendars, budget guidance, and assumptions
Validate uploaded budgets against target amounts
Support strategic plans and related presentations
Coordinate annual budgeting through Hyperion Planning or OneStream
Partner with leadership to refine business plan content
Leadership & Collaboration
Build strong working relationships with Finance and RRE business partners
Provide guidance on complex accounting issues
Identify cost savings opportunities through independent analysis
Support initiatives that enhance financial accountability
Participate in cross-functional projects and best-practice teams
Other Responsibilities
Lead or assist with special projects as needed
Identify and implement process improvement opportunities
Support ad hoc reporting and analysis requests
Work overtime as required during close and planning cycles
Required Qualifications:
Financial Analyst II
Bachelor's in Accounting, Finance, Economics, or related field
2+ years of increasingly complex experience
Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI
Proficiency in Excel, Word, and PowerPoint
Senior Financial Analyst
Bachelor's in Accounting, Finance, Economics, or related field
3+ years of increasingly complex experience
Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI
Strong Microsoft Office skills
Desired Qualifications:
CPA, CIS, CFA, or CMA (or progress toward certification)
Master's degree in Accounting, Finance, or MBA
Experience working with executive leadership
Utility industry experience
Strong written and verbal communication skills
Ability to work independently and proactively
Experience with Analysis Services
Advanced Excel skills and proficiency with Power BI, PowerPivot, Power Query
Demonstrated ability to interpret financial trends and present insights
Contract Analyst : 199693
Risk analyst job in York, SC
Pay: $56.00- $66.00 per hour DOE
Hours: 6:00am - 4:30pm
The Contract Administrator assists Manager of Contracts in the preparation and administration of contracts, review and process contract requisitions, contract change requests, and administrative duties aligned with assisting with contract award activities. This position monitors invoices tracking and approval, milestone schedules, validate accounting is correct, validate the scope of work aligns with the proposal from vendors, maintain contract records and correspondence to monitor any required resolution of issues/actions, and monitors contract performance. This position supports Contracts team, Procurement and Project Managers in the management of contract scope, project controls on contract cost projections reviews, and assist with summarizing and analyzing legal contract language scopes of work requirements.
This position assures:
invoices agree with contract scope of work was successfully completed (work with Project Manager),
Create and manage action logs (invoices, close out letters, amendments, milestones schedule, etc),
Establish contract reporting and status updates on projects,
Assist with developing Scope of work and presentations and maintain confidentiality of supplier pricing.
This position requires knowledge and past experience with legal contracts (paralegal experience preferred).
#LI-AS1
#contracts
# ContractAdministrator
#administration
Analyst - Corporate Finance
Risk analyst job in Charlotte, NC
Job Description
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview:
We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement.
Essential Job Functions:
Support the monthly close process, including preparing financial statements & analysis for management
Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model
Create internal and external-facing presentations to convey financial insights effectively
Perform cash flow analysis, monthly budget reviews and variance analysis
Track expenses and process invoices, ensuring accuracy and timely approvals
Collaborate with cross-functional teams to gather inputs and validate financial data for reporting
Identify opportunities for automation and implement technology-driven solutions to improve efficiency
Maintain and enhance financial models and reporting tools
Work directly with leadership to support ad hoc analysis and special projects as needed
Education and/or Work Experience Requirements:
Bachelor's degree in Accounting, Finance, or a related field
2-4 years of relevant experience; Big 4 public accounting experience is a plus
Strong understanding of financial statements and accounting principles
High proficiency in Microsoft Office, specifically Excel and PowerPoint
Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus
Excellent communication and organizational skills
Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment
Required Knowledge, Skills, and Abilities:
Curious and solutions-oriented mindset
Strong attention to detail and commitment to accuracy
Excellent written/verbal communication and interpersonal skills
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Finance Analyst
Risk analyst job in Charlotte, NC
Let your career
take off
with PSA Airlines
About PSA
PSA Airlines, a wholly owned subsidiary of American Airlines, offers unparalleled opportunities for growth and professional development. We value teamwork, diversity, and inclusivity and strive to create a safe, respectful, and happy work environment for our more than 4,000 employees. Our company culture, known as The PSA Way, is our foundation for operation and fosters stability, growth and a focus on the future while always placing safety at the forefront of everything we do. We are driven in our goals and achievements, eager to be better. We are reliable to one another and accountable for our actions. And we are caring in our daily interactions, with teammates, colleagues, and customers. Join our team to enjoy comprehensive benefits, including travel privileges on the American Airlines global network, so you can explore new destinations and create unforgettable memories with family and friends.
Benefits
PSA offers the benefits you expect from a company focused on excellence. All eligible team members enjoy a comprehensive benefits package, including:
Travel privileges on the American Airlines global network
A generous vacation plan designed to let you enjoy your travel perks
401(k) with company match
American Airlines Group (AAG) profit-sharing and bonus opportunities
A choice of three health plan options, all with nationwide coverage with the UnitedHealthcare Choice Plus network
Premium dental coverage
Vision plan options provided, including a plan that covers both glasses and contacts every year
Benefits navigation services, including finding a doctor, scheduling an appointment, understanding your medical bills, and free second opinion services
Access to 24-hour virtual urgent care services
Family planning and fertility treatment
LGBTQ+ friendly services including gender affirming care, assistance finding knowledgeable providers, and family planning
Company-paid Life and AD&D Insurance, Short-term and Long-term Disability, and supplemental life insurance options for spouses and dependent children
Flexible Spending Accounts for both Health Care and Dependent Care services
Comprehensive Employee Assistance Program providing a range of services, including 5 free in-person sessions with a health care professional
Responsibilities Position Summary
The Finance Analyst assists in the design and implementation of the company's comprehensive strategic financial plan. Tracks financial and productivity performance, and is involved with financial forecasting, development of operating and capital plans, staffing analysis, cost reduction and process improvement strategies.
Job Responsibilities
Development of the annual operating budget and models used to forecast operating expenditures.
Coordinates near and long-term planning activities to ensure consistency and compliance with corporate American Airlines action plans.
Evaluates competitive strategies and industry trends to determine impact on current or contemplated action plans.
Assists management during labor negotiations by developing and utilizing costing models to determine the financial impact of union and company economic proposals.
Creates business cases and financial analysis for capital proposals in order to secure capital funding.
Coordinates annual capital plan process and tracks actual and forecasted capital spending on current/future projects.
Completes monthly financial close and the review of business expenses.
Presents results to senior management in a clear and concise manner.
Performs other duties as assigned to support the efficient operation of the department and company.
Responsible for the Company's Security and Safety Management System (SMS) and associated Safety Risk Management and Safety Assurance outputs.
Performs other duties as assigned.
Position Specifics Qualifications
Required
Bachelor's degree in Finance/Economics/Accounting.
Proficient computer skills: Microsoft Excel.
Ability to speak/read/write in English.
If hired, must be able to demonstrate that you are authorized to work in the U.S.
Preferred
Previous work experience in the financial field.
Additional Information
Delegation: In absence, responsibilities delegated to Assistant Director of Finance and Analysis.
Authorities: None.
Supervisory Responsibility: This is not a supervisory position.
Work Environment: This job operates approximately 90% of the time inside a climate-controlled building and approximately 10% of the time outside in all types of weather. This role routinely uses standard office equipment such as computers, telephones, photocopiers, facsimile machines and filing cabinets.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, the employee is frequently required to stand; walk; climb up and down stairs; lift weight up to 25 lbs; use hands to handle or feel; and reach with hands and arms.
Security Clearance: All employees are required to pass the fingerprint-based criminal history records check (CHRC) per 49CFR1542.209.
AAP/EEO Statement: PSA Airlines is an equal opportunity employer; qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, citizenship status, age, disability, genetic information, protected veteran status or any other characteristic protected by law.
Other Duties: Please note this job description is not designated to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-ApplyPayments Risk Analyst II, Operations
Risk analyst job in Charlotte, NC
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
As a Payments Risk Analyst II on the Payments Risk Operations team, you will play a critical role in safeguarding our platform while upholding an optimal customer experience. You will be fully responsible and accountable for the end-to-end investigation and resolution of risk-related escalations involving any of Coinbase's diverse product offerings. These may include issues with deposits, withdrawals, trading activity, manufactured spend or other transactions that have been flagged for additional review.
To effectively carry out this work, you will develop deep collaborative relationships across the wider Payments Risk organization. Specifically, you will partner closely with sub-teams focused on areas like risk modeling, fraud detection, and analytics. The goal of these partnerships will be to gain a holistic view of evolving risks and support joint efforts to proactively mitigate payments fraud. At the same time, you must ensure any risk controls or friction applied to customer accounts does not negatively impact our core metrics or degrade the user experience we strive to provide.
To thrive in this analyst role, a strong foundation of payments risk knowledge is essential. You should have a demonstrated understanding of how different payment methods like ACH, debit/credit cards, wire transfers and cryptocurrency work as well as their inherent risks. Working efficiently and independently in a fast-paced, high-volume environment is also crucial as you will be responsible for timely resolution of escalations. Familiarity with tools like SQL for querying large datasets would allow you to quickly analyze complex cases. While experience in analytics is preferable, the ideal candidate will be a self-starter capable of rapidly learning new technical skills.
*What you'll be doing (ie. job duties):*
* Review high-risk transfers for potential fraudulent activity and accurately decision customer accounts escalated by Payments Risk and other teams
* Communicate your findings to the broader team and leadership, as well as providing recommendations for remediation
* Monitor dashboards to ensure key metrics are within target
* Collaborate on fraud mitigation strategies and processes with a cross-functional team from Product, Engineering, and Customer Support.
* Provide feedback regarding rule performance and risk logic to corresponding Payments Risk investigations teams
*What we look for in you (ie. job requirements):*
* 3+ years relevant experience with payments risk, fraud mitigation or ACH/Push Payments/Cards payment rails
* 2+ years fighting internet-based risk, abuse, or fraud in an e-commerce or financial services environment
* BA / BS degree or equivalent practical experience
* The curiosity to self-drive investigations, identify patterns, and find the root cause.
* A passion for fighting fraud.
* The curiosity to self-drive investigations, identify patterns, and find the root cause.
* Demonstrate our core cultural values: clear communication, positive energy, continuous learning, and efficient execution.
*Nice to haves:*
* Experience with Looker, Tableau, or other data visualization tools
* Familiarity with GitHub, JIRA, and Google Workspace apps
* A mind toward automation
* An understanding of blockchain analytics and/or fraud trends within the cryptocurrency ecosystem.
\#LI-Remote
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$108,630-$127,800 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations***********************************
*Global Data Privacy Notice for Job Candidates and Applicants*
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required.
*AI Disclosure*
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
Risk Manager
Risk analyst job in Charlotte, NC
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st Shift (United States of America)
Please review the following job description:
The Risk Manager will utilize advanced knowledge of insurance and brokerage operations in the administration and coordination of the risk management activities of the CRC Group, which may include any of the production, financial or operational risks monitored through the CRC enterprise framework.
KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Support implementation and maintenance of the organization's Enterprise Risk Management framework and partner with Line of Business leaders to ensure alignment with business objectives and risk appetite.
Develop and maintain risk management procedures and methodologies in collaboration with the Lines of Business.
Execute ongoing risk assessments to understand current risk positions and emerging risks. This includes identifying, assessing, and classifying risk and maintaining the organization's risk register.
Respond to risk escalations and acceptances arising from the Business.
Drive risk reporting solutions and processes to ensure Business leaders and Group executives receive accurate, timely, and relevant risk insights.
Perform advanced research on risk topics to develop and communicate results and recommendations.
EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree in insurance or finance-related discipline, or equivalent training and experience is required.
Ten years of progressive experience in an insurance organization is preferred.
CERTIFICATIONS, LICENSES, REGISTRATIONS
n/a
FUNCTIONAL SKILLS
Substantial understanding of insurance concepts, terminology, principles and procedures
Excellent analytical thinking skills with the ability to identify and define issues, establish facts, analyze complex information and develop substantiated conclusions with minimal supervision
Creative problem-solving skills with ability to identify and resolve problems in a timely manner seeking input of others as needed
Must possess strong organizational and managerial skills
Must possess a strategic, collaborative & solutions-oriented mindset
Demonstrated proficiency of basic computer applications, such as Microsoft Office products
Knowledge and experience with GRC tools, such as AuditBoard
Strong interpersonal skills including communication, both verbal and written
Ability to work under heavy workloads and meet critical deadlines
General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Auto-ApplyEY - Consulting - Financial Services - Quantitative Advisory Services - Senior, application via RippleMatch
Risk analyst job in Charlotte, NC
This role is with EY. EY uses RippleMatch to find top talent.
USA - Consulting - Financial Services - Quantitative Advisory Services - Senior
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Will you shape the future or will the future shape you?
The opportunity
At EY Consulting, we are building a better working world by transforming businesses through the power of people, technology, and innovation. Our clients are at the heart of what we do. We're focused on solving the key issues of our client buyers, building deeper relationships, and generating lasting value with significant impact.
Our firm sets the standard for consulting services, fostering an environment that encourages career ownership at every stage. As a part of our team, you'll be at the forefront of this dynamic service line, driving change and delivering solutions that revolutionize business operations. You'll help our clients in transformation and innovation efforts: driving growth, reducing costs, and managing risks proactively.
In our Financial Services team, we build a better working world by rallying together to solve the most complex challenges. We accomplish this by building trusted relationships, keeping an open mind, going all in, being bold and courageous, and taking risks worth taking. We help build a financial services industry in which financial institutions are trusted, customers' financial goals are attainable, and the global economy is growing and secure. In today's complex business environment, that means understanding the relationship between risk, the regulatory environment, and performance improvement, and applying our knowledge to help clients achieve their business objectives.
Your key responsibilities
In our Financial Services Organization (FSO), the Quantitative Advisory Services (QAS) group operates as an integral component of a broader team that provides comprehensive quantitative risk management services to help identify, measure, manage and monitor the market, credit, operational and liquidity risks , asset-liability management, capital management, and other business activities of our clients across the Banking & Capital Markets, Insurance and Wealth & Asset Management sectors. The QAS team is specifically dedicated to projects focused on development, implementation, testing, validation and other quantitative services of analytic models, which are utilized in, but not limited to:
risk management including market risk, credit risk (including counterparty credit risk, wholesale, and retail), liquidity / treasury risk, operational risk, compliance risk (including Financial Crime risk), and climate risk
regulatory capital analytics including Basel III / Fundamental Review of the Trading Book (FRTB), and Comprehensive Capital Analysis and Review (CCAR)
front office derivative pricing across various asset classes (e.g., interest rate, foreign exchange, equity, credit, commodity and structured products)
banking book credit analytics, including loss forecasting, reserves/CECL, and PPNR (Pre-Provision Net Revenue)
balance sheet management
wealth and asset management
The QAS team also adeptly leverages advanced analytics applications, featuring Artificial Intelligence / Machine Learning (AI / ML), including Generative AI (GenAI), and Natural Language Processing (NLP) capabilities empowering the delivery of unparalleled insights and solutions to the clients.
This is a highly collaborative area, where you'll always have the support of your team while working on multiple high-profile projects. It's a challenging specialist area, so we won't expect you to hit the ground running - you'll learn as you go. That doesn't mean you won't have your own responsibilities though, so if you're naturally curious, are genuinely interested in this area and are ready to engage with our clients, there's no limit to how far you can go here.
Skills and attributes for success
To qualify for the role, you must have
Educational Background: A strong academic record; currently pursuing a PhD in Computational / Quantitative Finance, Mathematics, Engineering, Statistics, Economics, Physics, Computer Science, or a related field; OR a Master's degree in the same fields with 2+ years of relevant full-time quantitative analytical work experience in mature financial markets.
Programming Proficiency: Capability to effectively program computer routines using one or more languages such as C++, Java, Python, VBA, SAS, R, and SQL, with a focus on developing algorithms and computational models to solve complex problems.
Collaborative Teamwork: The ability to work collaboratively in a team environment, demonstrate inclusivity, and embrace diverse perspectives, particularly in cross-functional teams focused on credit modeling and risk management.
Communication Skills: Excellent presentation skills and the ability to communicate complex concepts effectively to all audiences, including the documentation of risks and models in compliance with regulatory standards.
Analytical Mindset: Intellectual curiosity, the ability to take initiative and drive execution, with advanced analytical and problem-solving skills within a dynamic and evolving business landscape, particularly in the context of credit risk and model risk management.
Agile and Growth-Oriented: Exhibits an agile and growth-oriented mindset, with a willingness to adapt to new methodologies and industry practices related to credit and risk modeling.
Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations.
The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.
Ideally, you will have experience in one or more of the following areas
Credit Modeling Expertise: Proficiency in credit markets, regulations, and accounting standards related to credit risk, with the ability to develop, apply, build, and calibrate tools and methods associated with credit models that support lending decisions.
Model Risk Management Knowledge: Familiarity with model risk frameworks, model life cycles, and relevant regulations, along with the ability to document risks and models effectively.
Quantitative Financial Modeling Skills: Knowledge of and ability to apply advanced statistics and mathematics to financial modeling, risk assessment, and capital management, informed by business domain knowledge.
Computational Thinking: Understanding of computational models, tools, and techniques to interpret data and formulate solutions, with an emphasis on coding modules and algorithms.
Risk Modeling Acumen: Knowledge of enterprise risk management, including ESG considerations, operational risk, KYC, AML, fraud, and trade surveillance, with the ability to apply relevant modeling techniques and data sources.
Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.
Are you ready to shape your future with confidence? Apply today.
What we offer you
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $135,000 - $150,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
We value your application
To make the most of your application experience, please limit yourself to two applications within a six-month period.
Applications to EY are reviewed by a dedicated member of our early careers team.
You may receive outreach from an EY Recruiter to discuss your application and interests.
Are you ready to shape your future with confidence? Apply today.
To learn more about our anticipated application deadlines, please visit this link.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
Auto-ApplyERP Risk & Automation Consulting Manager
Risk analyst job in Charlotte, NC
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The ERP Risk & Automation Consulting practice guides clients through major ERP transformations to manage and de-risk implementations, or designs security and controls optimizing automation through ERPs, various compliance tools such as ERP GRC technologies, BOTs or analytics, or optimizing current state controls programs to reduce the cost of compliance.
An ERP automation and analytics risk consulting manager leads a team that uses data analytics and automation to help clients reduce risks in their ERP systems, focusing on security, internal controls, and efficient processes to ensure compliance. The practice supports consulting and audit clients through controls assessments, complex data analysis, segregation of duties reviews, and ERP implementation risk evaluations.
We are in search of a manager with experience helping de-risk implementations, or reduce the cost of compliance with a functional configuration background related to security and controls for major ERP platforms such as Oracle, NetSuite, SAP, or Microsoft Dynamics 365 (D365) along with experience with various compliance technologies such as ERP GRC technologies, Alteryx, or BOTs.
Responsibilities Include:
* Project Management: Manage assigned work in multiple concurrent projects, and provide timely responses, estimates, and status updates. This could be anything from overseeing the entire risk workstreams on an ERP implementation, to optimizing security and controls in a steady state. Strong project management with ability to juggle multiple accounts at the same time with different levels of roles from overseeing people to helping to execute deliverables.
* Solution design and implementation: Ability to solution-design/build security control roadmaps and technical solutions, including security role remediations, ERP GRC tool installations, or oversee the implementation of BOTs. Strong understanding of governance risk and compliance.
* Risk Assessments/ Audits: Conduct in-depth ERP controls, ERP security, user access controls segregation of duties risk assessments. Assist with execution of ERP implementation health-check assessments.
* Strong client servicing skills: Provide first-choice advisor experience to existing clients while maximizing client value. Act as a key client-facing leader. Build strong relationships. Clearly communicate issues, findings, recommendations. Demonstrated relationships to grow services.
* Thought leadership: Demonstrated ability to understand the big picture and willingness to contribute to RSM's thought leadership library, as well as support our brand internally and at various local and national conferences. Conduct research for ERP configuration settings and support transformation engagements including functional process modeling, project governance, testing, and data migration strategy. Enhance our current ERP methodology as it relates to controls training and testing across multiple platforms.
Position Requirements:
* 5-8 years of experience with ERP risk, automation and analytics within a consulting firm, and/or a mix of roles within industry. Must have demonstrated experience with at least several ERP implementation projects. Experience in risk consulting, ERP implementations, or audit.
* Technical knowledge of functional configuration in at least one ERP platform: Oracle, NetSuite, SAP (S/4HANA), or Microsoft Dynamics 365.
* Experience with at least several ERP implementations.
* Entrepreneurial mind-set. Strong communication, interpersonal, and team collaboration skills.
* Experience working with clients in multiple industries, mostly commercial and government services.
* Familiarity with multiple regulatory frame-works including but not limited to SOX, FDA, NIST, COSO, COBIT, PMBOK, etc.
* Excellent organizational skills and the ability to prioritize multiple tasks, projects, and assignments.
* Willingness to go to the local office at least once or twice a week. Travel nationally as needed, might be 10%-20%.
* PMP with a CISA preferred.
Standards of Performance:
* Strong sense of leadership and high energy.
* Strong entrepreneurial spirit with the highest levels of honesty, integrity, and ethics.
* Self-starter with a practice-building mentality who is hands-on, results-oriented, and leads by example.
* Highly respected team leader and people developer with the ability to inspire others.
* Exceptional professionalism that commands respect.
* Demonstrated leadership, coaching, and mentoring capabilities.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $107,000 - $214,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Easy ApplyPortfolio Analyst
Risk analyst job in Charlotte, NC
Elevate Your Career Work where your ideas have impact
COMPANY
Allspring is a leading asset management firm with close to $600 billion of assets under management, 24 offices globally, and specialized investment teams supported by more than 480 investment professionals. Allspring and our investment teams provide a broad range of differentiated products and solutions to help our diverse range of clients meet their investment objectives. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals.
With a rich and established history in the asset management industry, Allspring is now a “start-up at scale” having spun off from Wells Fargo and acquired by GTCR and Reverence Capital Partners in November 2021. The new name, Allspring Global Investments, reflects our commitment to renewal, growth, and meaningful client outcomes. With decades of trusted expertise propelling us forward, we're a company staying true to our core investment roots while reinventing ourselves to offer today's investors a fresh perspective.
At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.
For more information, please visit www.allspringglobal.com.
POSITION
Join our Options Solutions team as a Portfolio Analyst to help manage Allspring's options-based investment strategies. This full-time role offers deep exposure to portfolio construction, trading and implementation, technology development and client strategy within our options-based investment team. You will gain exposure to one of the fastest growing and most complex areas of public markets, learning from a recognized industry thought leader. You will work closely with experienced portfolio managers and other asset management professionals, gaining hands-on experience and building a strong foundation for a long-term career in asset management.
We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.
Location(s): Charlotte, NC
RESPONSIBILITIES
Assist in the construction and monitoring of investment portfolios, helping to identify potential risks, opportunities, and performance trends.
Collaborate with cross-functional teams, including research analysts, portfolio managers, and traders, to support investment initiatives.
Engage in ad hoc projects, such as performance attribution analysis, risk management assessments, and scenario modeling.
Actively participate in team meetings and training sessions, seeking opportunities to learn from experienced professionals and contribute to discussions.
REQUIRED QUALIFICATIONS
1-2 years of financial markets experience, ideally with a quantitative emphasis.
Bachelor's and/or Master's degree in Finance, Economics, Accounting, Mathematics, Computer Science or a related field.
Passion for investments and a keen interest in public markets.
Solid understanding of financial concepts and basic investment principles.
Proficiency in Python, SQL, or similar programming languages.
Proficiency in Microsoft Excel, including advanced functions such as pivot tables, financial modeling and relevant business intelligence tools.
Strong analytical and problem-solving skills, with the ability to interpret and manipulate financial data effectively.
Excellent communication skills, both verbal and written.
Demonstrated ability to work collaboratively in a team-oriented environment.
Proactive mindset, showing initiative, curiosity, and a desire to learn and grow.
PREFERRED QUALIFICATIONS
Prior experience in asset management firms or investment banks.
Experience with Bloomberg, Charles River Development (CRD) and APX
Base Pay Range: $95,000 - $125,000
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.⯠In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)
#LI-KC1
#LI-Hybrid
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Analyst - Investment Management (QPM)
Risk analyst job in Charlotte, NC
The Analyst position will support the Investment Management Team with systematic and discretionary implementation related to both new and current investment processes. Systematic implementation will include executing existing strategy methodologies, creating pre-trade analytics, tracking and managing workflow of processes, standardizing execution instructions and documentation, and auditing these processes for accuracy and improvement. Discretionary implementation includes quantitative and qualitative macro research as applied to equities, fixed income, and derivative-based portfolios. Advancements in the role include conducting more in-depth research projects, automating tasks, new process design, and communication responsibilities with both internal and external stakeholders.
The Analyst will also regularly conduct pre- and post-trade analytics, trading commentary, strategy communication, performance analysis and attribution, and prepare meeting materials for the Team. The emphasis on each of these job duties may vary depending on the exact skillset, growth, and interest of the Analyst. The role is highly technical in nature and requires a strong background in mathematics, statistics, and programming, as well as a passion for markets and investing.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Execute investment processes and trades, as well as document and improve the organization of these activities.
Drive automation of implementation tasks where possible
Provide general support analytics for the Team.
Conduct directed and self-guided research to support the processes and strategies run by Horizon.
Run pre- and post-trade reports using a variety of technical investment management tools and create documents to effectively communicate the results to the Investment Team.
Write trade commentary, performance commentary, and process documentation for the covered strategies.
Participate in Investment Team research and allocation meetings.
Adhere to and demonstrate Horizon's corporate values on a consistent basis.
Competencies
Outstanding analytical skills with strong Microsoft Excel skills as a minimum requirement.
Programming experience, or at a minimum the desire and affinity to learn programming skills. Python and Matlab are the preferred programming software tools used by the team.
A strong technical background related to Finance, Hard Sciences (physics, chemistry, engineering, etc.), Mathematics, Economics, Statistics, and/or Computer Science. A business background is not required.
Experience with using, or at a minimum a strong desire and affinity to learn, a variety of technical investment management tools such as Bloomberg, Factset, Morningstar etc.
Well organized, detail oriented, and the ability to prioritize a variety of competing time sensitive tasks.
Good interpersonal and communication skills, as well as the ability to work both independently and as part of a team.
A passion for markets and investing.
Required Education and Experience
This is an entry level position on the Investment management team; professional work experience is not required but is preferred.
Bachelor's Degree in math, finance or economics, computer science, or another technical field.
Performance Evaluation Standards
Project complexity, accuracy, quality, and timeliness of assigned tasks.
Technical knowledge, as well as execution and documentation, of essential functions.
Quality of written and verbal communications.
Proactiveness and clarity of communication - both internally and externally.
Depth of understanding of Horizon strategies and drivers of performance.
Progression towards responsibility of more in-depth investment research projects to support the Team.
Project Risk Manager
Risk analyst job in Charlotte, NC
Akkodis is seeking a Project Risk Manager for a Contract job with a client in Charlotte, NC (Hybrid). The ideal candidate must have strong analytical skills and the ability to manage model governance. Responsibilities include collaborating with senior leaders to maintain control environments and enhancing governance routines and reporting.
Rate Range: $55/hour to $64/hour; The rate may be negotiable based on experience, education, geographic location, and other factors.
Project Risk Manager job responsibilities include:
* Identifying and assessing project risks, ensuring proper mitigation strategies are in place.
* Developing risk management plans and ensuring they are aligned with project goals.
* Collaborating with project teams to monitor and control risks throughout the project lifecycle.
* Providing regular reports and updates on risk status to senior management and stakeholders.
Desired Qualifications:
* Bachelor's Degree
* 3-5+ years of recent experience in a Risk & Control environment
* Proficiency with Microsoft Office (Outlook, Word, PowerPoint, Excel) and Jira
* Strong communication skills with the ability to simplify complex technical topics for diverse audiences
* Demonstrated ability to drive change, collaborate effectively, and work autonomously with minimal oversight.
If you are interested in this role, then please click APPLY NOW. For other opportunities available at Akkodis, or any questions, feel free to contact me at *****************************
Pay Details: $55.00 to $64.00 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *************************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
* The California Fair Chance Act
* Los Angeles City Fair Chance Ordinance
* Los Angeles County Fair Chance Ordinance for Employers
* San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Easy ApplyQuantitative Analyst (Asset Backed Finance)
Risk analyst job in Charlotte, NC
At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.
We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Position Title: Quantitative Analyst (Asset Backed Finance)
Corporate Title: Senior Associate
Department: Private Placements & Asset Based Finance
Location: Charlotte
Barings ABF group specializes in a range of public and private asset based investments, primarily residential mortgage related. Our team combines deep industry expertise with advanced analytics to make informed investment decisions and create value for our clients. We are seeking a talented and proactive Analyst to join our quantitative analytics and modeling team. The Analyst will be responsible for independently assessing results from their analysis, deriving actionable insights, and proactively engaging with stakeholders to discuss findings and recommendations. This role requires strong analytical skills, effective communication, and the ability to work closely with cross-functional teams to ensure that insights are implemented.
Responsibilities
* Design and deliver regular and ad hoc reports on asset-based finance assets, leveraging Power BI or similar analytics platforms.
* Analyze internal asset data, model results, external reports and economic data to understand risks and opportunities.
* Interpret complex data sets and present findings clearly to both internal stakeholders and third-party investors.
* Review modeling and forecasting assumptions to ensure that they align with reality and Barings' and investors' risk appetite.
* Query existing databases independently using SQL or comparable tools for ad hoc analytical projects.
* Suggest and implement process and analytics improvements.
Qualifications
* Bachelor's degree required; advanced degree is a plus.
* Educational background in a quantitative field (e.g., mathematics, statistics, engineering) strongly preferred.
* Minimum two years of experience in a relevant analyst or reporting role.
* Proficiency with Power BI or similar reporting software.
* Comfortable with querying databases for analysis using SQL or other languages.
* Excellent communication skills for presenting data-driven insights.
* Strong attention to detail.
This opportunity is ideal for someone who combines technical expertise with a passion for communicating actionable insights. If you are curious, proactive, and thrive in a dynamic environment, we encourage you to apply and help shape the future of asset-based finance at Barings.
#LI-JB1
Requisite Skills
Additional Skills
Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
Barings offers a comprehensive benefits package including:
CORE BENEFITS & WELLNESS
* Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
* Fitness Center Reimbursement Program (Including Online Memberships)
* Employee Assistance Program (EAP)
* Fertility Benefits
FINANCIAL WELL-BEING
* Highly competitive 401(k) Plan with Company Match
* Health Savings Account (HSA) with Company Contributions
* Flexible Spending Accounts (FSA) - Health Care & Dependent Care
* Retirement Health Reimbursement Account
LIFE INSURANCE
* Basic and Supplemental Life Insurance
* Spouse and Child Life Insurance
TIME OFF, DISABILITY AND LEAVE OF ABSENCE
* Paid Vacation, Sick Days and Annual Holidays
* Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
* Short and Long Term Disability Plans
* Paid Volunteer Time
OTHER BENEFITS
* Education Assistance Program
* Charitable Matching Gifts Program
* Commuter Reimbursement Program
* Adoption and Surrogacy Reimbursement Program
Auto-ApplyQuantitative Finance Analyst - Model Validator
Risk analyst job in Charlotte, NC
Insight Global is seeking a Senior Quantitative Finance Analyst to conduct independent model validation, independent testing and review of complex models used to monitor and mitigate money laundering risk. The ideal candidate should be familiar with industry practices and have knowledge of up-to-date AML techniques. The candidate should also be able to provide both thought leadership and hands-on expertise in methodology, techniques, and processes in applying statistical and machine learning methods to manage the bank's AML models and model systems.
The qualified candidate will be responsible for a broad range of model validation activities, including:
Review, critical assessment, and challenge of models on conceptual soundness, assumptions and limitations, data, developmental evidence in support of modeling choices, performance, implementation, and documentation.
Development and implementation of effective testing plans and testing code to critically challenge models through empirical analyses and to verify model implementation.
Performing model review activities including but not limited to independent model validation/challenge, annual model review, ongoing monitoring report review, required action item review, and peer review.
Conducting governance activities such as model identification, model approval and breach remediation reviews to manage model risk.
Communicating and working directly with relevant modeling teams and their corresponding Front Line Units; and if needed, communicating, and interacting with the third line of defense (e.g., internal audit) as well as external regulators.
Writing technical reports for distribution and presentation to model developers, senior management, audit, and banking regulators
Acts as a senior leader and subject matter expert on analytic/quantitative modeling techniques used for Anti-money laundering.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
5-8 Years exp in true model validation and/or development
- 3 years+ experience in AML (Anti Money Laundering) models OR AI/ML Model Validation
- Proficient in Python, SAS, and SQL
Sr. Credit Risk Review Analyst / Commercial Lending
Risk analyst job in Matthews, NC
Job Description
Sr. Credit Risk Review Analyst - Commercial Lending
Pittsburgh, PA
$125,000 to $175,000+ Full benefits package Bonus + Paid Relocation Assistance
Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending. CRR's primary objective is to provide timely and independent assessments of credit exposures and credit risk, with results reported directly to senior management and the Risk Committee of the Board of Directors.
In this hybrid role (3 days in-office, 2 days remote), you'll provide independent, expert assessments of Commercial credit exposures. You may also take on the responsibility of Reviewer in Charge, leading review engagements, managing reviewers, conducting portfolio analysis, and summarizing findings from credit file samples. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management.
Responsibilities
Execute Complex Reviews: Independently assess complex credit and credit-related transactions, including facility structures and underwriting processes, leveraging your expert knowledge of credit policies and procedures. Understand inherent risk and the materiality of risk for credit transactions.
Validate and Ensure Accuracy: Validate scorecard risk ratings and borrower credit administration. Ensure a thorough understanding of portfolio issues, trends, and root causes to effectively manage credit portfolios.
Independent Reporting & Communication: Independently complete work papers, track issues, compile supporting documentation, and follow up on exam findings with business leaders. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation.
Risk Analysis & Monitoring: Analyze risk in assigned credit portfolios by reviewing relevant reports and assessing trends. Provide expert analytical insights, identify risk concentrations, systemic trends, or issues, and participate in continuous monitoring for assigned portfolios.
Leadership & Expertise: Oversee file review activities of other reviewers as the Reviewer in Charge for assigned business segment(s). Perform assessments of file review results and findings to determine final ratings and draft review reports. Serve as an expert resource to the team.
Market Acumen: Demonstrate an expert understanding of the credit cycle and the impact of economic indicators on key driving metrics. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process.
Preferred Qualifications
Extensive Credit Expertise: Robust credit knowledge and strong experience in Commercial credit extension and management.
Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc.
Communication Skills: Strong verbal and written communication skills, with the ability to navigate and handle difficult conversations effectively with stakeholders.
Banking Experience: Experience at larger banks (asset size $80B+).
Deal Size Exposure: Experience with average deal sizes of $50MM.
Underwriting Background: Experience in underwriting for ABL, Business Banking, Corporate Banking/Mid-Market, or Lower Mid-Market commercial segments.
Sr. Credit Risk Review Analyst - Commercial Lending
Risk analyst job in Charlotte, NC
Job DescriptionSr. Credit Risk Review Analyst - Commercial LendingCharlotte, NC
Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending. CRR's primary objective is to provide timely and independent assessments of credit exposures and credit risk, with results reported directly to senior management and the Risk Committee of the Board of Directors.
In this hybrid role (3 days in-office, 2 days remote), you'll provide independent, expert assessments of Commercial credit exposures. You may also take on the responsibility of Reviewer in Charge, leading review engagements, managing reviewers, conducting portfolio analysis, and summarizing findings from credit file samples. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management.
Responsibilities
Execute Complex Reviews: Independently assess complex credit and credit-related transactions, including facility structures and underwriting processes, leveraging your expert knowledge of credit policies and procedures. Understand inherent risk and the materiality of risk for credit transactions.
Validate and Ensure Accuracy: Validate scorecard risk ratings and borrower credit administration. Ensure a thorough understanding of portfolio issues, trends, and root causes to effectively manage credit portfolios.
Independent Reporting & Communication: Independently complete work papers, track issues, compile supporting documentation, and follow up on exam findings with business leaders. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation.
Risk Analysis & Monitoring: Analyze risk in assigned credit portfolios by reviewing relevant reports and assessing trends. Provide expert analytical insights, identify risk concentrations, systemic trends, or issues, and participate in continuous monitoring for assigned portfolios.
Leadership & Expertise: Oversee file review activities of other reviewers as the Reviewer in Charge for assigned business segment(s). Perform assessments of file review results and findings to determine final ratings and draft review reports. Serve as an expert resource to the team.
Market Acumen: Demonstrate an expert understanding of the credit cycle and the impact of economic indicators on key driving metrics. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process.
Requirements
Qualifications
Extensive Credit Expertise: Robust credit knowledge and strong experience in Commercial credit extension and management.
Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc.
Communication Skills: Strong verbal and written communication skills, with the ability to navigate and handle difficult conversations effectively with stakeholders.
Banking Experience: Experience at larger banks (asset size $80B+).
Deal Size Exposure: Experience with average deal sizes of $50MM.
Underwriting Background: Experience in underwriting for ABL, Business Banking, Corporate Banking/Mid-Market, or Lower Mid-Market commercial segments.
Benefits
$125,000 to $175,000+ Full benefits package Bonus + Paid Relocation Assistance
Investing | Analyst
Risk analyst job in Charlotte, NC
Kanbrick is a purpose-driven organization focused on empowering people and organizations to reach their full potential. We are a long-term investment partner working with owner-, family- and founder-led businesses that have strong moats and untapped potential and help build them through a hands-on approach to operations and people. We are long-term partners who think in decades, not quarters, and our team has a track record of success as operators and as partners.
We are seeking an exceptional Investing Analyst to join our small, entrepreneurial team. This isn't a typical role. You'll dig deep into industries, work closely with management teams, and help build enduring businesses brick by brick. If you're humble, driven, and deeply curious about what makes great companies tick, we want to hear from you.
What You'll Do:
* Source, evaluate, and underwrite investment opportunities in culturally aligned, closely-held businesses.
* Turn data into insights and simple stories with robust financial models and data analyses.
* Build AI tools to improve our processes and support our companies.
* Dive into due diligence efforts by speaking with customers, competitors, and industry experts to understand businesses from the ground up.
* Roll up your sleeves to support our companies post-investment, driving value through operational and strategic initiatives including M&A.
* Make a real difference in the lives of thousands of family business owners by contributing to the Kanbrick Community.
* Contribute to internal strategy and help shape the future of Kanbrick.
What We're Looking For:
* Experience in private equity, management consulting, investment banking, or AI/data-related roles.
* A bias for action, low ego, and deep curiosity about how businesses win.
* Integrity, grit, and long-term mindset-how you do something matters as much as what you do.
* A desire to be part of a team that values simplicity, candor, and continuous improvement.
Technical Skills:
* You should be fluent in financial modeling and know your way around a P&L and balance sheet.
* Proficiency with Excel, PowerPoint, and Word is expected.
* Experience building and integrating AI tools is preferred.
What We Offer:
* A collaborative, high-performing team culture.
* Opportunities to contribute meaningfully to the success of a growing investment partnership.
* Exposure to challenging and rewarding projects.
* Competitive salary and benefits package.
At Kanbrick, you will have the opportunity to work alongside leaders who are transforming the industry in an environment that is innovative, fast-paced, and collaborative. You will be an integral part of the team, helping drive the company's success and growth while also having room to develop and grow professionally. If you thrive in high-pressure situations and are passionate about providing high-caliber support to visionary leaders, we want to hear from you.