2026 BNY Analyst Program - Operations February Start (Pittsburgh, PA & Lake Mary, FL)
The Bank of New York Mellon 4.4
Operations analyst job at BNY Mellon
2026 BNY Analyst Program - Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Analyst to join our Operations team. This role is located in Pittsburgh, PA and Lake Mary, FL.
BNY Analyst Program
Our 24-month analyst program is a holistic talent development journey offering rotational experiences designed to prepare you for your future career.
Through projects across the specific line of business, you will receive a panoramic view of BNY's entire global franchise, providing rare insight into the operation of one of the world's largest banks. In each of these roles, you will work on high-priority initiatives and develop a comprehensive set of analytical and interpersonal skills. As part of a highly selective program, you will gain unparalleled exposure to the senior leadership of BNY and its clients, while receiving personalized guidance and support from a peer mentor. Upon successful completion of the program, you will be considered for high impact roles in multiple functions.
Operations
As an analyst at BNY, you will help bridge business needs with artificial intelligence and analytics capabilities. You will support the development, deployment, and monitoring of AI-driven solutions that improve operational efficiency, enable data-driven decisions, and support BNY's enterprise-wide AI strategy. You'll partner with AI Hub, data scientists, engineers, Ops Hub and business stakeholders to translate requirements into practical AI applications that align with risk, compliance, and ethical standards.
Key Responsibilities :
AI Solution Development & Analytics
* Analyze business processes to identify opportunities where AI/ML and automation can deliver value.
* Develop, validate, and deployment of AI and machine learning models
* Assist in data preparation, feature engineering, and exploratory data analysis to support modeling efforts
* Monitor model performance post-deployment and recommend improvements
Cross-Functional Collaboration
* Partner with product owners, AI Hub, Ops Hub, Platform teams, and business units to understand requirements and ensure AI solutions meet business goals.
* Translate complex technical concepts into clear insights for non-technical stakeholders
* Work with data engineering teams to integrate AI models into scalable production workflows
Governance & Responsible AI
* Support responsible and ethical AI practices in line with enterprise governance frameworks
* Participate in testing, validation, and documentation to ensure model accuracy, fairness, and compliance
* Keep up to date with emerging AI trends, tools, and techniques to drive innovation within the team
* Conduct research into new methodologies and present findings to enhance internal AI capabilities
Program eligibility:
* Bachelor's degree in Computer Science, Data Science, Mathematics, Statistics, or a related field
* Prior experience in AI/ML, analytics, data science, or a related technical discipline
Technical Skills
* Proficiency with programming languages such as Python or R and experience with AI/ML libraries (e.g., Scikit-learn, TensorFlow, PyTorch).
* Strong data manipulation and analysis skills, including SQL and data visualization tools (Power BI).
* Familiarity with cloud platforms (Azure) and data engineering concepts is a plus
* Graduating in Dec 2025 (U.S.)
* Minimum cumulative GPA of 3.0 or better
* Does not require sponsorship for employment visa status (now or in the future) in the country where applying.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
* America's Most Innovative Companies, Fortune, 2025
* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
$61k-92k yearly est. 3d ago
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Operations Analyst
The Agency 4.1
Elgin, IL jobs
We are partnering with a well-respected local commercial bank in Elgin, IL that is seeking an OperationsAnalyst to join its on-site team. This is an excellent opportunity for a banking professional who enjoys working in a close-knit environment and wants hands-on exposure to bank operations, regulatory reporting, and financial reporting at a community-focused institution.
Key Responsibilities
Support daily bank operations with a strong focus on accuracy, controls, and efficiency
Prepare, review, and assist with Federal Reserve and other regulatory reporting
Assist in the preparation and analysis of financial, operational, and management reports
Partner with accounting, finance, and operations teams to ensure data integrity and compliance
Identify opportunities to improve operational processes and reporting workflows
Support internal audits, regulatory exams, and compliance-related requests
Participate in special projects and ad hoc analysis as needed
Qualifications
2-10 years of experience in banking or financial services
Background in bank operations, regulatory reporting, or financial reporting
Familiarity with FED reporting requirements
Solid understanding of financial statements and banking data
Strong attention to detail, analytical skills, and organizational abilities
Comfortable working on-site in a collaborative, small-bank environment
Additional Experience That's a Plus
Prior accounting experience (public accounting or industry)
Experience working at a commercial or community bank
Exposure to regulatory exams or audits
Advanced Excel or reporting system experience
Why This Opportunity
Join a highly regarded local bank with strong community roots
On-site role within a close-knit team
Broad, hands-on exposure across operations, reporting, and finance
Stable organization with a collaborative and professional culture
If you are interested in this opportunity or other banking opportunities we encourage you to apply today!
$50k-77k yearly est. 4d ago
Operations Analyst for Private Equity Team
Q Investments 4.1
Fort Worth, TX jobs
PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an OperationsAnalyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role.
If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level.
Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed.
About Q Family Office:
Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
About PHI Group:
Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment.
Position Description:
Provide analytical, forecasting, reporting, and project support to the CFO for the businesses.
Produce reports, which include key metrics, financial results, and variance analysis.
Assist in identifying opportunities for performance improvement across the organization.
Assist in analyzing M&A opportunities and evaluate new lines of business.
Develop models that help with decision-making.
Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments
Requirements:
Recent graduate with an interest in financial operations and management
Highly proficient Excel modeling capabilities
Partial VBA experience
Excellent academic credentials
Successful candidates must possess US employment authorization to work.
Must be able to commit to the position for at least three years.
About Scott McCarty:
Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc.
Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
$55k-82k yearly est. 4d ago
BSA/AML Analyst | Risk & Compliance Associate
Carver Federal Savings Bank 4.2
New York, NY jobs
A community-focused bank in New York City is seeking a BSA/AML Analyst I to support its compliance program. The role includes reviewing transaction alerts, preparing reports, and conducting mandatory training for staff. Candidates should have strong communication skills, knowledge of banking regulations, and at least three years of relevant experience. The position demands attention to detail and the ability to work independently or within a team. This opportunity embraces a commitment to serving underserved communities.
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$56k-79k yearly est. 3d ago
Accounts Management Analyst
Commonwealth of Massachusetts 4.7
Chelsea, MA jobs
Official Title
Accounts Management Analyst II
United States-Massachusetts-Chelsea-200 Arlington Street
Job
Information Systems and Technology
Agency
Exec Office of Technology Services and Security
Schedule
Full-time
Shift
Day
Job Posting Number of Openings
1
Salary
77,290.20 - 116,401.48 Yearly
Duties and Responsibilities
Process employee provisioning, deprovisioning, name changes, and transfer requests in a timely and complete manner.
Process and complete requests in Active Directory, Azure, Exchange, O365, OneDrive accounts, and other enterprise systems, software access, and memberships.
Process and complete urgent deactivation or reactivation security requests from Human Resource departments.
Modify accounts when required, including the update of ServiceNow asset inventory, which will become the authoritative source for information related to a user (hardware and software).
Adhere to and follow all documented Accounts Management procedures, policies, and processes.
Manage the ServiceNow ticket queue to meet SLAs and maintain and provide clear and concise notes/documentation on all tickets.
Work with end users to evaluate and solve Tier 2 technical problems using all technical tools provided, including remote control access.
Escalate to Tier 3 support when applicable.
Provide knowledge-based article information to be documented when processes and fixes can be made available to end users as well as to other support teams who may be able to resolve the ticket first.
Assist with audit requests as requested and required.
Help provide quarterly reports to review authorized access within an agency and take corrective action when necessary.
Determine the proper format for assembling items of information in accordance with established procedures.
Adhere to all quality, organizational, legal, and Commonwealth processes, policies, procedures, and standards.
Preferred Knowledge, Skills, and Abilities
Three (3) years of experience in technical support or electronic data processing in a large IT enterprise environment.
Strong hands-on experience, proficiency, and knowledge of Windows 10, Microsoft O365/Exchange, and Azure functionality.
Hands-on experience and knowledge with IT service management ticketing systems, with ServiceNow experience desirable.
Proven experience in effectively and efficiently troubleshooting technical problems.
Advanced knowledge and hands-on experience with some of the following skillsets:
PowerShell Scripting
Active Directory
MS Intune
CoreView
Messaging
Methodical and able to follow documented procedures and instructions.
Ability to keep meticulous and consistent documentation of tickets, processes, and resolutions.
Excellent multitasking and time management skills with the ability to prioritize effectively and efficiently.
Ability to analyze and interpret problems and their resolutions.
Excellent problem-solving and analytical skills, with the ability to independently analyze reported issues, document, and recommend solutions.
Excellent customer service skills complimented by an ability to effectively interpret, respond, and clearly communicate problems and resolutions to customers.
Ability to work effectively on independent tasks and in a collaborative team with a high level of professionalism and quality.
Excellent communication and writing skills with the ability to clearly communicate technical concepts to both technical and non-technical audiences across all levels of an organization.
Ability to adjust to changing situations to meet emergencies or changing program/production requirements.
Qualifications
First consideration will be given to those applicants that apply within the first 14 days.
Minimum Entrance Requirements:
Applicants must have at least two (2) years of full-time or equivalent part-time professional or practical experience in the field of information technology customer service and end user support, or any equivalent combination of the required experience and the substitutions below.
An Associate's degree in a related field may substitute for one (1) year of the required experience.
A Bachelor's degree or higher in a related field may substitute for the required experience.
Equal Opportunity Statement
An Equal Opportunity / Affineces Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law.
Contact
Contact Diversity Officer / ADA Coordinator: Emily Hartmann - **********
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$78k-112k yearly est. 5d ago
Principal Cybersecurity / Threat Hunter Analyst Boston, MA
Berkshire Hathaway Spec INS 4.8
Boston, MA jobs
Principal Cybersecurity / Threat Hunter Analyst
Salary Range: $135,000.00 To $170,000.00 Annually
Who are we?
A strategic and trusted insurance partner, Berkshire Hathaway Specialty Insurance (BHSI), provides a broad range of commercial property, casualty and specialty insurance coverages and outstanding service to customers and brokers around the world. Part of Berkshire Hathaway's insurance operations, we bring our solutions to market with our stellar brand name, top-rated balance sheet, and the expertise of our global team of professionals, who exude excellent capabilities and strong character.
We are a values-based organization where respect, integrity, excellence, collaboration, and passion define who we are and how we do business. We value diversity of backgrounds, experience, and perspectives and strive to foster an inclusive environment that enables all our team members to bring their best selves to work. We are one team committed to building a culture where every teammate has the opportunity to contribute and be recognized. Want to be part of the team building the finest property, casualty and specialty lines insurance company in the world?
Berkshire Hathaway Specialty Insurance (BHSI) has an exciting opportunity for a cybersecurity trailblazer - a technical leader with a passion for uncovering threats before they strike. As a Principal Cybersecurity Analyst, you'll be spearheading threat hunting activities, providing deep cyber analytics, performing detailed forensics, and driving cyber investigations. You'll be at the forefront of our defense strategy and collaborate with top-tier engineers and analysts to decode adversary tactics, neutralize risks, and help shape the future of cybersecurity at BHSI. Additionally, you'll influence security awareness across the organization, drive innovation in threat detection, and ensure our systems remain resilient against evolving cyber threats.
Duties & Responsibilities:
Drive threat hunting activities, simulating red team/blue team exercises.
Lead the charge in threat hunting and digital forensics, identifying and neutralizing risks before they escalate.
Perform deep-dive analysis of critical security events to assess immediate and long-term impact.
Advance our SOAR capabilities, making incident response faster and smarter.
Spearhead our threat intelligence program, aggregating and analyzing global threat data.
Collaborate across teams to elevate cybersecurity maturity and embed best practices.
Act as a trusted advisor and thought leader, shaping security strategy and awareness.
Qualifications, Skills and Experience:
5+ years of hands-on cybersecurity experience across incident response, forensics, vulnerability management, and cloud security.
Expertise in threat intelligence tools, network analysis, and attack simulation.
Strong knowledge of IAM, PIM/PAM, and regulatory frameworks (NIST, GDPR, ISO, SOC2).
Proven leadership in managing security incidents and driving remediation.
Certifications like CISSP, CISM, OSCP, or similar are a plus.
BHSI Offers:
A competitive package and exciting growth opportunities for career-oriented teammates.
A dynamic, action oriented, and thoughtful environment centered on always doing the right thing for our customers, teammates and our other stakeholders.
A purposely non-bureaucratic organization that embraces simplicity over complexity and emphasizes individual excellence in a team framework.
Benefits that support your life and well-being, which include:
Comprehensive Health, Dental and Vision benefits.
Disability Insurance (both short-term and long-term).
Life Insurance (for you and your family).
Accidental Death & Dismemberment Insurance (for you and your family).
Flexible Spending Accounts.
Health Reimbursement Account.
Employee Assistance Program.
Retirement Savings 401(k) Plan with Company Match.
Generous holiday and Paid Time Off.
Tuition Reimbursement.
Paid Parental Leave.
The base salary range for this position in Boston is $135,000.00 to $170,000.00, along with annual bonus eligibility.Total compensation for a candidate is determined by their relevant skills, location, and experience. We value our teammates - both their capabilities and character - as demonstrated by our amazing culture.
NOTE: Compensation will be commensurate with experience. This job description is not intended to be all-inclusive. Team Member may perform other related duties as negotiated to meet the ongoing needs of the organization.
Clicking apply will direct you to our recruiting module within ADP.
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$135k-170k yearly 5d ago
Municipals Analyst
Barclays 4.6
San Francisco, CA jobs
Join Barclays as a Municipals Analyst, where you will gain a broad understanding of the Public Finance investment banking business by providing cross‑functional assistance to senior bankers. You will participate in municipal transactions and help source new opportunities by developing and evaluating debt profiles of various clients. Perform financial modeling and cash flow analyses to evaluate debt financing alternatives for municipal entities. You will also draft internal and external correspondence and client presentation materials discussing financing strategies, market trends, and Barclays' qualifications. Participate in transaction execution, including guiding deal logistics, running cash flows, preparing investor, and rating agency presentations, and reviewing financing documents.
To be successful as a Municipals Analyst, you should have experience with:
Financial services, government, or related field
Ample quantitative abilities
Excellent written and verbal communication skills
Multitasking while exhibiting a high level of attention to detail
Understanding of finance and bond math
Some other highly valued skills may include:
Experience with DBC Finance Program
Demonstrated interest in public policy
Familiarity with and understanding of financial markets
High level of energy, positive attitude, and mental curiosity
You may be assessed on the key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job‑specific technical skills.
This role is located in San Francisco, CA.
This role is regulated by FINRA.
Minimum Salary: $110,000
Maximum Salary: $125,000
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.
Purpose of the role
To raise capital and manage the financial risk of clients, including financial advisory services, identification and origination of market opportunities, research, economic analysis.
Accountabilities
Identification and cultivation of relationships with potential clients, including corporations, institutions, or government entities.
Market research and analysis to identify industry trends, potential deal opportunities, and client needs.
Collaboration with internal teams to develop pitch materials, financial models, and presentations for client meetings and transactions.
Structuring and execution of deals, including mergers and acquisitions, capital raising, and strategic advisory services.
Due diligence process coordination, timeline management, and liaising between various stakeholders involved in transactions.
Analyst Expectations
To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
Will have an impact on the work of related teams in the area.
Partner with other functions and business areas.
Takes responsibility for end results of a team's operational processing and activities.
Escalate breaches of policies / procedure appropriately.
Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
Advise and influence decision making within own area of expertise.
Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
Maintain and continually build an understanding of how own sub‑function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub‑function.
Make evaluative judgements based on the analysis of factual information, paying attention to detail.
Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
Guide and persuade team members and communicate complex / sensitive information.
Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
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$110k-125k yearly 1d ago
BSA Analyst
Carver Federal Savings Bank 4.2
New York, NY jobs
BSA/AML Analyst I
Corporate Title: BSA/AML I Analyst (Exempt) EEOC Class: Professional
Carver Bancorp, Inc. (NASDAQ: CARV) the holding company for Carver Federal Savings Bank, is a federally chartered institution with approximately $610 million in assets and 125 employees. The Bank was chartered in 1948 to address the banking needs of middle income and underserved communities in New York City. Carver operates 8 full service branches in the New York City boroughs of Brooklyn, Queens and Manhattan. The Bank provides commercial real estate and small business loans and a range of complementary bank products and services.
Position Summary
Assist the Bank Secrecy Act (“BSA”) Officer in maintaining Carver's BSA, Anti-Money Laundering (“AML”) and Office of Foreign Assets Control (“OFAC”) compliance program.
Duties and Responsibilities
Review alerts generated by the monitoring system concerning customer transactions for unusual or suspicious activity and, when needed, prepare SAR drafts for approval and filing.
Perform OFAC alerts review that are generated by the internal system; conduct 314(a) searches in compliance with the Information Sharing requirements of the USA PATRIOT Act.
Periodically scan Carver's customer database against the OFAC list by using Fiserv - Navigator.
Review and investigate referrals received by the Bank departments.
Support Carver branch network by guiding potential OFAC “hits.”
Support branch function with regards to the review of the monetary instrument log.
Review and prepare Currency Transaction Reports (“CTRs”).
Conduct periodic reviews of high‑risk accounts and customers (EDD reviews).
Assist the BSA/AML Officer for daily operations.
Present or assist in presenting BSA and OFAC training materials to other Bank employees, such as New Hire Orientation.
Prepare specialized reports using Microsoft Excel and the BSA Department Software, known as Fiserv‑Navigator.
To successfully perform this function, the BSA Analyst must
Be familiar with “Red Flags” for identifying unusual or suspicious activity. Ongoing training is provided to ensure updated knowledge of money laundering and terrorist financing typologies.
Utilize internal and external resources to research the customer and account action under review to arrive at a preliminary determination on the nature of the activity. Internal resources include Carver's databases, such as our check imaging system, and external resources including internet searches such as Google.
Be able to interact with management with ease.
Be comfortable at giving presentations.
Have knowledge of banking such as KYC for consumer and business banking customers.
Maintain knowledge of new laws and regulations related to BSA/AML, and OFAC promulgated by the Federal Authorities.
Requirements
Excellent writing and verbal communication skills.
Good organizational and time‑management skills.
Interest, motivation, and commitment to the subject matter.
Computer Skills
Use BSA Department system (Fiserv - AML Manager).
Use Microsoft Word and Excel.
Research checks and deposited items using Fiserv - Navigator.
Research wires.
Conduct internet research.
Take and save screenshots.
Navigate a hard drive.
Working knowledge of the principles and procedures related to AML, BSA, OFAC regulations and the USA Patriot Act requirements. ACAMS certification a plus.
Ability to read, analyze and interpret regulatory requirements.
Must be self‑motivated and able to function with minimal supervision, and flexible enough to work within a team environment or independently as required.
Ability to define problems, collect data, establish facts, and individually draw valid conclusions.
Detail‑oriented with strong technical and analytical skills, and an ability to multi‑task and handle deadlines.
Minimum of three years of experience working in Compliance, Banking or Financial Services.
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$68k-86k yearly est. 3d ago
IT Access & Provisioning Analyst II
Commonwealth of Massachusetts 4.7
Chelsea, MA jobs
A state governmental agency in Chelsea, Massachusetts is seeking an Accounts Management Analyst II to manage employee provisioning and deprovisioning, ensure timely completion of requests, and support end-users with IT issues. The ideal candidate should have extensive experience in technical support, strong knowledge in Windows, Azure, and service management tools like ServiceNow, along with excellent problem-solving and communication skills. This full-time role offers a salary range between $77,290 and $116,401 annually.
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$77.3k-116k yearly 5d ago
Relationship Analyst
Wellington Management Company 4.9
San Francisco, CA jobs
We are seeking a dynamic Relationship Analyst to join our Americas Institutional Group (AIG) team within the Client Platform Institutional Sales team, focusing on the Western US region. The Analyst, based in our San Francisco office, will work closely with Consultant Relations Managers, Business Developers, and Relationship Managers to deliver exceptional client service and to drive business development with our clients and consultants. **RESPONSIBILITIES**The RA will work closely with members of the AIG-West team on a portfolio of assigned consultant and client accounts. Commanding a thorough knowledge of our business, and the interpersonal skills to deal effectively with institutional clients and consultants, they will conduct analysis on client accounts, initiate investigations, respond to inquiries on a variety of topics, and perform other tasks as appropriate. They will coordinate prospect reporting, presentations, account maintenance, and ad hoc requests, collaborating closely with our Product Management, Legal and Enterprise Risk, Finance, Portfolio Management, and Client Reporting teams.**Primary responsibilities will include:**Championing data accuracy and insight-driven reporting, leveraging the DMP (Delivery Management Platform) for client reporting, updating requirements on existing accounts and creating new templates during onboarding, working in close partnership with our Client Service Operations teams**QUALIFICATIONS** A successful candidate is likely to have the following qualifications:2-3 years of relevant client service experience, preferably within the Investment Management industry. Experience working with institutional clients and consultants is a plus Self-motivated and proactive, with the ability to manage multiple projects efficiently. Thrives in a fast-paced, collaborative environment as part of a global team, requiring focus, teamwork, and creativity Strong analytical skills, attention to detail, and organization Excellent communication, problem-solving skills, and judgment Proficient in Microsoft Excel and Word; Salesforce experience preferred As a Relationship Analyst, you'll gain:**Hands-on experience** supporting business development and relationship management in one of the world's most dynamic financial hubs This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA
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$73k-97k yearly est. 3d ago
Operational Risk Analyst
Daiwa Capital Market 4.5
New York, NY jobs
s America Inc.:
Incorporated in 1964, Daiwa Capital Markets America Inc. (“DCMA”) is a New York-based registered securities broker-dealer, a futures commission merchant, a primary dealer of U.S. Treasury securities, and a member of the New York Stock Exchange and other major U.S. exchanges. Our main focus is on the sales and trading of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment banking for institutional customers. DCMA's ultimate parent company is Daiwa Securities Group Inc., one of the largest brokerage and financial services groups in Japan.
Position Summary:
Daiwa Capital Markets America is seeking an Analyst with experience of Operational Risk and/or Third Party Risk Management (“TPRM”) to join our Operational Risk Management (“ORM”) team. The ORM team is responsible for both the ORM and TPRM programs, working to execute robust risk management processes across the firm. The work environment is dynamic and focused on continuous program improvement, automation and integration with the other risk stripes and related programs.
The role entails working closely with ORM team members and collaborating cross-functionally with stakeholders to implement and deliver all components of the framework. In addition, you will directly contribute to risk related initiatives including new operational risk initiatives, incident response, RCSA, Key Risk Indicators (KRIs), eGRC system integration and risk reporting.
The role involves interaction with management across the firm and involvement in a range of projects that provides for a challenging and multi-faceted work environment.
Core Responsibilities:
Assist with ongoing development, rollout and maintenance of the Operational Risk and TPRM Programs.
Perform third party risk assessment during onboarding and for periodic reviews.
Work with the first line of the defense (1LoD) to develop KRIs, and monitoring for elevated risks.
Assist the 1LoD with operational incident reporting, conducting incident root cause analysis and reporting to management.
Assist business managers to perform Risk and Control Self-Assessments and reviewing the responses.
Maintain strong relationships with business management and providing risk training.
Develop risk reporting and dashboards to meet the needs of business management and ORM.
Identify and document potential risks associated with the operational processes across the firm including trading and operations.
Qualifications:
Bachelor's degree, preferably in a business-related subject.
5+ years of experience in operational risk and/or third party risk management.
Risk management certification preferred (e.g. CRISC).
Hands on experience of Operational Risk processes (e.g. RCSA, KRI, Incident/Issues Management, Scenario Analysis, and risk reporting).
Financial services industry experience, preferably in the broker/dealer or banking sectors.
Strong organizational, documentation, analytical, presentation, and communication skills (written and verbal).
Strong analytical approach and a focus on bringing new ideas to increase efficiency/ automation.
Experience using and administering eGRC systems.
Company Culture and Benefits:
Daiwa Capital Markets America Inc. has a vibrant company culture made up of a diverse team of professionals. We seek to foster an atmosphere in which our employees understand, respect, and inspire each other. We will continue to build a culture that encourages everyone at DCMA to take pride in their work. How we work - individually, with each other, and with our communities - is just as important as what we do and shapes who we are as an organization.
Our people are our most important asset, and as a result, we offer a competitive and robust total rewards package which includes, but is not limited to:
Competitive Benefits Package (Medical, Dental and Vision)
Ancillary Insurance (Basic Life Insurance, AD&D Insurance, and Short & Long-term Disability)
Flexible Spending and Health Savings Accounts (FSA and HSA)
Employee Assistance Program (EAP)
Comprehensive health and wellness benefits
Parental Leave
Family building benefits
401(k) with company match
Paid Time Off and holidays
Professional development, educational assistance and training programs
Community Engagement Programs
DCMA has a hybrid work program in place, with opportunities for remote work depending on the nature of the role and needs of your department. This was implemented to provide operational efficiency while simultaneously giving employees flexibility. At a minimum, employees are expected to work in the office three days per week.
DCMA provides equal employment opportunities for all applicants and employees. We are committed to providing a work environment that is free of discrimination and harassment. DCMA prohibits discrimination based on race, color, religion, gender identity, national origin, sexual orientation, age, disability, military or veteran status, or other attributes protected under applicable federal, state, or local laws.
$80k-119k yearly est. Auto-Apply 44d ago
Operations Strategy Analyst, Helix
Figure 4.5
San Jose, CA jobs
Figure is an AI robotics company developing autonomous general-purpose humanoid robots. The goal of the company is to ship humanoid robots with human level intelligence. Its robots are engineered to perform a variety of tasks in the home and commercial markets. Figure is headquartered in San Jose, CA.
We are looking for an Home Operations Strategy Analyst for the Helix Fleet Ops team. The team is responsible for orchestrating Figure's Home-use case massive collection operations (i.e. home data collection and deployment).
Responsibilities:
You will help drive successful in-home robot data collection operations by supporting project prioritization and execution under the guidance of the Helix Fleet Operations Manager. Examples include:
Supporting the execution of offsite deployments - i.e., all activities related to the successful deployment of humanoids and collection operations in residential environments (logistics, homeowner interface, etc.)
Leading cross-functional planning and coordination across Engineering and Pilot teams to achieve the critical goals of Helix data collection and model development
Designing and tracking key data collection metrics, performing analyses, and developing tools, processes, and dashboards to improve performance
Defining and refining data collection methodologies to meet the evolving needs of the Helix model
Requirements:
2-4 years in operations strategy, consulting, startup project management, or similar roles
Excellent problem-solving and decision-making abilities
Excellent communication skills especially using data
Able to work well under pressure while managing competing, time-sensitive demands
Proficiency in Google Workspace (e.g., Sheets) and operational management tools
Low ego, team player with can-do attitude
Bonus Qualifications:
Experience with robotics or AI data collection.
A passion for helping scale the deployment of learning humanoid robots.
The US base salary range for this full-time position is between $90,000 - $160,000 annually.
The pay offered for this position may vary based on several individual factors, including job-related knowledge, skills, and experience. The total compensation package may also include additional components/benefits depending on the specific role. This information will be shared if an employment offer is extended.
$90k-160k yearly Auto-Apply 58d ago
Trading Operations Analyst
DV Trading 3.4
New York jobs
*This role is based 5X a week onsite in our NY office. Must be able to start immediately*
About Us:
Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser.
Overview:
Dataflows are the backbone of every successful trading firm. Every decision - from split-second trades to risk management to navigating new markets - relies on data moving quickly, accurately, and seamlessly.
DV Trading is seeking an OperationsAnalyst who thrives on uncovering gaps, chasing down answers, and building robust data pipelines that tie everything together. You'll partner closely with the Director of Operations to design and manage the operational systems that power trading activity firmwide.
Responsibilities:
Act as the right hand to the Director of Operations, working closely with traders, developers, risk managers and other teams to ensure critical data gets to the right place in a scalable, efficient manner.
Develop deep working knowledge of the trading, clearing and settlement of all asset classes traded at the firm (commodities, equities, fixed income, FX, crypto)
Own day-to-day operational processes: SOD/EOD position reconciliation, pricing & settlements, PnL calculations and reporting, and critical intraday monitoring
Design a system of alerts, checks, and reconciliations that preserves data integrity, communicates breaks in real time, and prevents small issues from multiplying
Understand all methods of trade execution across the firm and help architect a more efficient system for consuming fills and distributing position to traders
Collaborate with developers to shape databases, trader tools, and position management GUIs
Create precise processes to streamline onboarding of new traders, strategies, and products
Perform stimulating data analysis on volumes, fees, margin financing, rebates, and Desk ROI. Connect insights to business opportunities
Evaluate operational feasibility of new trades/markets/exchanges and help tackle trading obstacles in the way of new business
Requirements:
Bachelor's Degree
2-5 years of experience in an analytical or operational role within Finance or trading industry.
Clear thinker with advanced aptitude for breaking down complex problems in a timely fashion in his/her own way
Expertise in Excel, SQL required. Familiarity with Python, Bloomberg a plus.
Strong communication skills and ability to advance many simultaneous discussions forward
Strong work ethic, desire to learn, and ability to remain calm and focused in a fast paced, high-pressure environment
Independent and resourceful - willingness to take on challenges, dive in the weeds, and figure out solutions
Benefits:
Discretionary bonus eligibility
Medical, dental, and vision insurance
HSA, FSA, and Dependent Care options
Employer Paid Group Term Life and AD&D Insurance
Voluntary LTD, Life & AD&D insurance
Flexible vacation policy
Retirement plan with employer match
Paid parental leave
Wellness Programs
Annual compensation range: $110 - 130K base + Discretionary Bonus
DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.
$110k-130k yearly Auto-Apply 60d+ ago
Trading Operations Analyst
DV Trading 3.4
New York, NY jobs
Job Description
*This role is based 5X a week onsite in our NY office. Must be able to start immediately*
About Us:
Founded more than 15 years ago and headquartered in Chicago, the DV Group of financial services firms has grown to more than 450 people operating throughout North America and in Europe. Since spinning out of a large brokerage firm in 2016, DV Trading has rapidly scaled as an independent proprietary trading firm utilizing its own capital, trading strategies, and risk management methodologies to provide liquidity to worldwide financial markets and hedging opportunities to commodity producers and users. Now, DV group affiliates include two broker dealers, a cryptocurrency market making firm, and a bourgeoning investment adviser.
Overview:
Dataflows are the backbone of every successful trading firm. Every decision - from split-second trades to risk management to navigating new markets - relies on data moving quickly, accurately, and seamlessly.
DV Trading is seeking an OperationsAnalyst who thrives on uncovering gaps, chasing down answers, and building robust data pipelines that tie everything together. You'll partner closely with the Director of Operations to design and manage the operational systems that power trading activity firmwide.
Responsibilities:
Act as the right hand to the Director of Operations, working closely with traders, developers, risk managers and other teams to ensure critical data gets to the right place in a scalable, efficient manner.
Develop deep working knowledge of the trading, clearing and settlement of all asset classes traded at the firm (commodities, equities, fixed income, FX, crypto)
Own day-to-day operational processes: SOD/EOD position reconciliation, pricing & settlements, PnL calculations and reporting, and critical intraday monitoring
Design a system of alerts, checks, and reconciliations that preserves data integrity, communicates breaks in real time, and prevents small issues from multiplying
Understand all methods of trade execution across the firm and help architect a more efficient system for consuming fills and distributing position to traders
Collaborate with developers to shape databases, trader tools, and position management GUIs
Create precise processes to streamline onboarding of new traders, strategies, and products
Perform stimulating data analysis on volumes, fees, margin financing, rebates, and Desk ROI. Connect insights to business opportunities
Evaluate operational feasibility of new trades/markets/exchanges and help tackle trading obstacles in the way of new business
Requirements:
Bachelor's Degree
2-5 years of experience in an analytical or operational role within Finance or trading industry.
Clear thinker with advanced aptitude for breaking down complex problems in a timely fashion in his/her own way
Expertise in Excel, SQL required. Familiarity with Python, Bloomberg a plus.
Strong communication skills and ability to advance many simultaneous discussions forward
Strong work ethic, desire to learn, and ability to remain calm and focused in a fast paced, high-pressure environment
Independent and resourceful - willingness to take on challenges, dive in the weeds, and figure out solutions
Benefits:
Discretionary bonus eligibility
Medical, dental, and vision insurance
HSA, FSA, and Dependent Care options
Employer Paid Group Term Life and AD&D Insurance
Voluntary LTD, Life & AD&D insurance
Flexible vacation policy
Retirement plan with employer match
Paid parental leave
Wellness Programs
Annual compensation range: $110 - 130K base + Discretionary Bonus
DV is not accepting unsolicited resumes from search firms. Only search firms with valid, written agreements with DV should submit resumes in response to DV's posted positions. All resumes submitted by search firms to DV via e-mail, the Internet, personal delivery, facsimile, or any other method without a valid written agreement shall be deemed the sole property of DV, and no fee will be paid in the event the candidate is hired by DV. DV is proud to be an equal opportunity employer and committed to creating an inclusive environment for all employees.
$110k-130k yearly 28d ago
Operations Analyst - Portfolio Control
Acadian Asset Management LLC 4.3
Boston, MA jobs
Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations in Singapore, London, and Sydney, we manage over $120 billion on behalf of leading institutions worldwide-including pension funds, endowments, foundations, and sovereign wealth funds. We harness advanced technology, rich datasets, and multidisciplinary expertise to help clients navigate complex markets and uncover insights that may be overlooked by traditional approaches.
What sets Acadian apart is our people. We foster a collaborative, intellectually curious environment where ideas are tested, diverse perspectives are welcomed, and innovation thrives. We're united by a shared purpose: delivering effective client outcomes and supporting one another in work that's both challenging and rewarding. We offer a flexible hybrid work environment, strong benefits, and a casual but focused office culture-all designed to support the meaningful, collaborative work that defines Acadian.
Position Overview:
The role is in the Portfolio Control team within the Investment Operations department, responsible for all aspects of fund-operations oversight, fund administration, portfolio accounting, account onboarding/startup, tax reporting, market documentation, and proxy voting for client assets under management at Acadian Asset Management LLC. Acadian supports a hybrid work environment; employees are on-site in the Boston office 3 days a week.
What You'll Do:
* Fund Oversight - Oversee portfolio accounting, custody, and middle-office functions. Ensure the accuracy of market values and review performance. Foster strong relationships with custodians, the middle office, and brokers to ensure proper attention to and maintenance of client accounts. Reconcile proxy-voting reports and address inquiries from external and internal parties.
* New Account Startup/Onboarding - Prepare documentation to complete custodian welcome packages, complete internal system setups, and act as a liaison between stakeholders.
* Fund Administration- Oversee fund payments, process invoices, set budgets, and handle daily accruals. Prepare regulatory, compliance, and tax filings; research and resolve breaches. Collaborate with external auditors and banks to finalize audited financial statements.
* Market Documentation - Open markets for funds and maintain all local market/compliance documentation throughout the life of the fund.
* Tax Reporting - Respond to client inquiries regarding taxes; facilitate K-1 and Canadian tax filings, Form 5500, and other tax reporting.
* Operational Strategy - Identify and implement strategies to optimize costs, enhance efficiency, and deliver value across the firm. Continuously assess and strengthen operational processes, controls, and governance.
We're Looking for Teammates With:
* Bachelor's degree with strong academic performance.
* At least 2 years of relevant experience in the investment industry.
* Strong organizational, interpersonal, and analytical skills with a proven ability to manage multiple priorities across daily tasks and long-term projects.
* Self-starter; highly motivated and driven individual with a strong work ethic and integrity.
* Ability to work flexible hours, as required.
* Understanding of international market documentation, trading requirements, tax and audit principles, and account-onboarding processes.
* Proficiency in advanced Excel functions (VLOOKUP, PivotTables); experience with SQL and CRM platforms (e.g., Salesforce).
* Experience with U.S. and Canadian tax reporting (e.g., K-1s, T3s) and audited financial statements.
The base salary range for this role is $60,000- $75,000 per year. Actual compensation will be determined based on a candidate's skills, qualifications, and relevant experience. In addition to base pay, this position may be eligible for discretionary incentive compensation and includes participation in Acadian's comprehensive benefits program, which includes health, retirement, and wellness offerings.
To apply for this position or view Acadian's open roles, please visit the Careers section of our website at: ******************************************************* We will contact only selected candidates. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ****************************.
Acadian Asset Management LLC is committed to providing equal employment opportunity to all employees and applicants. No employee or applicant shall be discriminated against on the basis of gender, race, creed, color, sex, age, national origin, marital status, pregnancy or parenthood, veteran status, citizenship status, disability, gender identity, or sexual orientation.
$60k-75k yearly Auto-Apply 60d+ ago
Operational Risk Management Department - Op Risk Incident Management New Activities Risk Management(IMNARM) AVP/VP
Bank of China Limited, New York Branch 4.0
New York, NY jobs
Introduction
Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.
Overview
The incumbent will take the lead in event management for NYB, oversee new activity management, manage product and associate risk management, handle operational risk Key Risk Indicator (KRI) management, and direct the rectification of operational risk issues.
Responsibilities
Include but are not limited to:
Operational Risk Identification & Assessment:
Comprehensive Risk Source Identification: Systematically identify potential operational risks across the institution's products, services, business processes, systems, personnel, and external events.
Risk Assessment: Conduct qualitative and quantitative assessments of identified or potential risks to determine their likelihood, impact and potential loss.
Risk Classification: Classify and prioritize risks based on event or activity characteristics and associated assessment results.
Enhance New Business Risk Management: Strengthen operational risk control capabilities to address increased risks stemming from the growth of new business.
Assist in additional IMNARM program activities: Participate in projects to strengthen team development and coverage.
Risk Control & Mitigation:
Develop Risk Control Measures: Formulate appropriate risk control measures based on risk assessment results, such as optimizing business processes, enhancing system monitoring, and improving employee training.
Implement Risk Mitigation Measures: Actively implement measures to mitigate risks, reducing the probability of occurrence and the severity of losses.
Continuous Risk Monitoring: Regularly evaluate and challenge the effectiveness of risk control measures and adjust them as needed.
Key Risk Indicator (KRI) and Key Performance Indicator (KPI) Monitoring: Monitor all operational risk-related KRIs and KPIs, promptly investigating any breaches of limits or alert thresholds.
Regulatory Compliance:
Adhere to Regulatory Requirements: Ensure the institution's operational risk management and new business development comply with regulatory requirements. Keep abreast of key regulatory guidance and requirements impacting
Facilitate Regulatory Inspections: Actively cooperate with regulatory inspections and promptly rectify any identified issues
Qualifications
Bachelor's degree is required for this position.
A minimum of 6 years of experience in the Banking industry and risk management is required for VP level; A minimum of 4 years of experience in the Banking industry and risk management is required for AVP level.
Knowledge of operational or enterprise risk management concepts, framework, methods, and good governance practices.
Proficiency in Microsoft Excel, PowerPoint, and other reporting tools; experience with GRC tool is a plus.
Proficiency in Mandarin is a plus.
Pay Range
USD $65,000.00 - USD $230,000.00 /Yr.
$76k-105k yearly est. Auto-Apply 41d ago
Deposit Operations Analyst
American National Bank & Trust 4.4
Wichita Falls, TX jobs
GENERAL DESCRIPTION:
The Deposit OperationAnalyst will be primarily responsible for ownership of card services as well as transactional fraud in all areas. The Deposit OperationAnalyst will also serve as general backup to the Deposit OperationsAnalyst Supervisor.
ESSENTIAL FUNCTIONS OF JOB:
1. Debit Card Program Product Owner
a. Maintain Card Processor Relationships
b. Maintain Instant Issue Card Relationships
i. Order Plastics
ii. Card Printers
iii. PIN Pads
c. Project Management
d. Product Management
e. Debit Card Program Reporting/Analysis
f. Reconcile Debit Card Disputes
2. ICS/Cedars Settlement Assistant
3. Oversee Fraud Recoveries
a. Track Fraudulent Check Processing
b. Reg. E disputes
c. Track Police Cases Involving Fraud
d. Fraud Collection and Payments
4. Deposit Reporting
5. Deposit Account Charge Off Oversight
a. Monitoring
b. Reporting/Analysis
c. Collection
6. Reconciliation/Balancing
Deposit Control/Interface, IEP, Safe Deposit Box, Settlement Manager, etc.
Requirements
REQUIRED SKILLS:
Must be proficient with 10-key (by touch); alpha/numeric data entry; spreadsheets, word processing, basic typing and excellent PC skills.
COMMUNICATION SKILLS: Ability to read, analyze and understand general business- and company-related articles and professional journals; ability to speak effectively before groups of customers and/or employees. Must possess excellent interpersonal and customer service skills.
MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference and volume; ability to apply concepts such as fractions, ratios and proportions to practical situations.
CRITICAL THINKING SKILLS: Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists; ability to utilize common sense understanding to carry out written, oral or diagrammed instructions; ability to deal with problems involving several known variables in situations of a routine nature.
SUPERVISION RECEIVED: Under general supervision standard practice enables the employee to proceed alone on routine work, referring to any questionable cases or issues to direct supervisor.
PLANNING: Considerable responsibility regarding general assignments in planning time, method, manner and/or sequence of performance of own work; may also occasionally assist in the planning of work assignments performed by others within a limited area of operation. Must possess excellent organizational skills and attention to detail.
DECISION-MAKING: Performs work operations which permit frequent opportunity for decision-making of minor importance and frequent opportunity for decision-making of major importance, either of which would affect the work operations of medium organizational component and the organization's clientele.
MENTAL DEMAND: Very close mental demand; operations requiring very close and continuous attention for control of operation requiring a high degree of coordination or immediate response; intermittent direct thinking to determine or select the most applicable way of handling situations regarding the company's administration and operations; also determine or select material and equipment where highly variable sequences are involved. Must be able to work effectively while multi-tasking in a high-volume environment.
ANALYTICAL ABILITY / PROBLEM-SOLVING: Moderately structured; broad activities using moderately structured procedures with only generally guided supervision; High order of analytical, interpretative and/or constructive thinking in varied situations. Ability to learn new products and services and apply that knowledge.
PUBLIC CONTACT: Regular contact with patrons where initiated by employees involves furnishing and obtaining information and attempting to influence the decisions of those people contacted; contacts of considerable importance that failure to exercise proper judgment may result in important tangible or intangible losses to company.
EMPLOYEE CONTACT: Regular contact with co-workers within the department, office or enterprise, which will require coordination of efforts generally in the normal course of performing duties; requires tact in discussing problems, presenting data and making recommendations.
ACCURACY: Probable errors of internal and external scope would have a moderate effect on the operational efficiency of the organizational component concerned; errors might possibly go undetected for a considerable amount of time, creating an inaccurate picture of an existing situation.
PHYSICAL REQUIREMENTS and WORKING CONDITIONS:
While performing the essential functions of this job, this position is regularly required to sit, stand, talk or hear; use hands to finger, handle or feel and frequently are required to reach with their hands and arms and occasionally stand, walk, climb or balance; may occasionally lift, move, push or pull up to 10 pounds. Specific vision abilities required by this job include close vision. This is an indoor position and the noise level in the work area is usually moderate.
REQUIRED EDUCATION and EXPERIENCE:
High school degree or GED equivalent; Knowledge of a specialized field (however required), such as basic accounting, computer, etc.; other specialized training, such as trade school or correspondence school, equal to two (2) years of college, plus three (3) years' related experience and/or training; or equivalent combination of education and hands-on experience.
REPORTING RELATIONSHIP:
This position reports directly to the Vice President, Deposit Operations. The VP, Deposit Operations reports directly to the Executive Vice President of Operations, who reports directly to the President/CEO of American National Bank & Trust.
DISCLAIMER:
This is representative only and not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Duties and responsibilities may be changed, expanded, reduced or delegated by Management to meet the business needs of the organization.
This document in no way constitutes an offer or a contract of employment. ANB&T reserves the right to modify job descriptions, policies or any other procedural document at any time, for any reason, with or without prior notice.
“ANB&T is an Equal Employment Opportunity / Disability / Protected Veteran Status Employer”
$52k-60k yearly est. 50d ago
Deposit Operations Analyst
American National Bank & Trust 4.4
Wichita Falls, TX jobs
Description:
GENERAL DESCRIPTION:
The Deposit OperationAnalyst will be primarily responsible for ownership of card services as well as transactional fraud in all areas. The Deposit OperationAnalyst will also serve as general backup to the Deposit OperationsAnalyst Supervisor.
ESSENTIAL FUNCTIONS OF JOB:
1. Debit Card Program Product Owner
a. Maintain Card Processor Relationships
b. Maintain Instant Issue Card Relationships
i. Order Plastics
ii. Card Printers
iii. PIN Pads
c. Project Management
d. Product Management
e. Debit Card Program Reporting/Analysis
f. Reconcile Debit Card Disputes
2. ICS/Cedars Settlement Assistant
3. Oversee Fraud Recoveries
a. Track Fraudulent Check Processing
b. Reg. E disputes
c. Track Police Cases Involving Fraud
d. Fraud Collection and Payments
4. Deposit Reporting
5. Deposit Account Charge Off Oversight
a. Monitoring
b. Reporting/Analysis
c. Collection
6. Reconciliation/Balancing
Deposit Control/Interface, IEP, Safe Deposit Box, Settlement Manager, etc.
Requirements:
REQUIRED SKILLS:
Must be proficient with 10-key (by touch); alpha/numeric data entry; spreadsheets, word processing, basic typing and excellent PC skills.
COMMUNICATION SKILLS: Ability to read, analyze and understand general business- and company-related articles and professional journals; ability to speak effectively before groups of customers and/or employees. Must possess excellent interpersonal and customer service skills.
MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference and volume; ability to apply concepts such as fractions, ratios and proportions to practical situations.
CRITICAL THINKING SKILLS: Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists; ability to utilize common sense understanding to carry out written, oral or diagrammed instructions; ability to deal with problems involving several known variables in situations of a routine nature.
SUPERVISION RECEIVED: Under general supervision standard practice enables the employee to proceed alone on routine work, referring to any questionable cases or issues to direct supervisor.
PLANNING: Considerable responsibility regarding general assignments in planning time, method, manner and/or sequence of performance of own work; may also occasionally assist in the planning of work assignments performed by others within a limited area of operation. Must possess excellent organizational skills and attention to detail.
DECISION-MAKING: Performs work operations which permit frequent opportunity for decision-making of minor importance and frequent opportunity for decision-making of major importance, either of which would affect the work operations of medium organizational component and the organization's clientele.
MENTAL DEMAND: Very close mental demand; operations requiring very close and continuous attention for control of operation requiring a high degree of coordination or immediate response; intermittent direct thinking to determine or select the most applicable way of handling situations regarding the company's administration and operations; also determine or select material and equipment where highly variable sequences are involved. Must be able to work effectively while multi-tasking in a high-volume environment.
ANALYTICAL ABILITY / PROBLEM-SOLVING: Moderately structured; broad activities using moderately structured procedures with only generally guided supervision; High order of analytical, interpretative and/or constructive thinking in varied situations. Ability to learn new products and services and apply that knowledge.
PUBLIC CONTACT: Regular contact with patrons where initiated by employees involves furnishing and obtaining information and attempting to influence the decisions of those people contacted; contacts of considerable importance that failure to exercise proper judgment may result in important tangible or intangible losses to company.
EMPLOYEE CONTACT: Regular contact with co-workers within the department, office or enterprise, which will require coordination of efforts generally in the normal course of performing duties; requires tact in discussing problems, presenting data and making recommendations.
ACCURACY: Probable errors of internal and external scope would have a moderate effect on the operational efficiency of the organizational component concerned; errors might possibly go undetected for a considerable amount of time, creating an inaccurate picture of an existing situation.
PHYSICAL REQUIREMENTS and WORKING CONDITIONS:
While performing the essential functions of this job, this position is regularly required to sit, stand, talk or hear; use hands to finger, handle or feel and frequently are required to reach with their hands and arms and occasionally stand, walk, climb or balance; may occasionally lift, move, push or pull up to 10 pounds. Specific vision abilities required by this job include close vision. This is an indoor position and the noise level in the work area is usually moderate.
REQUIRED EDUCATION and EXPERIENCE:
High school degree or GED equivalent; Knowledge of a specialized field (however required), such as basic accounting, computer, etc.; other specialized training, such as trade school or correspondence school, equal to two (2) years of college, plus three (3) years' related experience and/or training; or equivalent combination of education and hands-on experience.
REPORTING RELATIONSHIP:
This position reports directly to the Vice President, Deposit Operations. The VP, Deposit Operations reports directly to the Executive Vice President of Operations, who reports directly to the President/CEO of American National Bank & Trust.
DISCLAIMER:
This is representative only and not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Duties and responsibilities may be changed, expanded, reduced or delegated by Management to meet the business needs of the organization.
This document in no way constitutes an offer or a contract of employment. ANB&T reserves the right to modify job descriptions, policies or any other procedural document at any time, for any reason, with or without prior notice.
“ANB&T is an Equal Employment Opportunity / Disability / Protected Veteran Status Employer”
$52k-60k yearly est. 19d ago
Capital Management- Op Risk - Risk Weighted Assets Reporting- Analyst
Jpmorgan Chase & Co 4.8
Newark, NJ jobs
The Basel Measurement and Analytics (BM&A) Team within the Chief Investment Office (CIO) Treasury organization is responsible for partnering with JPMC functions, including Capital Management, Capital Technology, Risk Management, Risk Reporting, and the Lines of Business (LOBs) to establish control and govern best practices and accountability for the Regulatory Capital process. BM&A is responsible for producing Firm-wide capital results on a monthly basis and oversees the implementation and reporting infrastructure for Basel 3 and other capital-related requirements such as Comprehensive Capital Analysis and Review (CCAR), Supplementary Leverage Ratio (SLR), Numerator, Total Loss-Absorbing Capacity (TLAC), etc. Furthermore, the team manages the Quantitative Impact Studies (QIS) for regulators and responds to senior management inquiries on capital-related matters. The BM&A Analyst position interfaces with LOB controllers and other functional teams to support the calculation and analysis of Risk-Weighted Assets (RWA) for Operational Risk and other Credit Risk products.
Key Responsibilities
Produce monthly RWA under Basel 3 Endgame (B3E) and B3 rules for Operational Risk and other Credit Risk products
Coordinate end-to-end monthly / quarterly reporting processes and deliverables
Identify trends in datasets to support variance analysis and issue identification
Perform routine data control checks and reconciliations on large datasets
Prepare presentations and reoccurring updates for management and impacted stakeholders
Translate capital rule and policy changes into clear business requirements
Partner with functional and technology teams to test system builds and execute project plans
Support monthly reference data table maintenance
Qualifications
Bachelor Degree required; Finance, Economics, or Information Systems major preferred
Experience in treasury, finance, operations, or regulatory reporting a plus
Knowledge of Basel Regulatory Capital rules and financial securities a plus
Strong Microsoft Excel (and other MS Office product) skills required
Strong attention to detail and process-oriented
Critical thinking and problem solving skills
Strong communication and relationship-building skills
Familiarity with balance sheet and income statement concepts a plus
$76k-105k yearly est. Auto-Apply 60d+ ago
2026 BNY Analyst Program - Operations (Pittsburgh, PA)
BNY Mellon 4.4
Operations analyst job at BNY Mellon
2026 BNY Analyst Program - Operations
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Analyst to join our Operations team. This role is located in Pittsburgh, PA.
BNY Analyst Program
Our 24-month analyst program is a holistic talent development journey offering rotational experiences designed to prepare you for your future career.
Through projects across the specific line of business, you will receive a panoramic view of BNY's entire global franchise, providing rare insight into the operation of one of the world's largest banks. In each of these roles, you will work on high-priority initiatives and develop a comprehensive set of analytical and interpersonal skills. As part of a highly selective program, you will gain unparalleled exposure to the senior leadership of BNY and its clients, while receiving personalized guidance and support from a peer mentor. Upon successful completion of the program, you will be considered for high impact roles in multiple functions.
OperationsOperations interns work on projects specifically chosen to both challenge and develop participants. Interns will gain valuable real-world experiences working in a select function which supports every stage of the client investment lifecycle, including account creation, trading, clearing, settling, holding, servicing, managing, distributing, and restructuring assets.
Operations is the heart of BNY efforts to improve client service and operational efficiency. Select functions, interns can be placed in are:
Asset Servicing
Provides global solutions tailored to meet our clients' unique needs to help enhance the management, administration, and oversight of their entire investment process and deliver the tools they need to expand their ability to process, monitor, and measure investment data from around the world
Utilities
Enterprise-wide Operational Utilities carefully plans, builds and optimizes standard capabilities and platforms that are scalable, cost efficient, and reflect our firm's commitment to the client experience. The functions span the client life cycle, from Know Your Customer (KYC) processes, Contracts to Client Activation, Account Opening & Maintenance, Tax, & Revenue and Billing Services. To deliver at scale, the Utilities functions harness innovative technologies and foster a data-centric operating model.
To run and operate each business above, our organization is reliant on a wide range of teams inclusive of: Business Development, Relationship Management, Client Service Delivery, Corporate partners (People Team, Operations, Finance, Technology), etc.
Program eligibility:
Enrollment in a 4-year undergraduate degree program with a strong focus on business-related and/or technology-related majors preferred
Graduating in Dec 2025 or May 2026 (U.S.)
Minimum cumulative GPA of 3.0 or better
Does not require sponsorship for employment visa status (now or in the future) in the country where applying.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
America's Most Innovative Companies, Fortune, 2025
World's Most Admired Companies, Fortune 2025
“Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.