AML Business Analyst/Project Manager - Financial Crimes Compliance At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
Recognized as a top destination for innovators, 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 AML Business Analyst/Project Manager - Financial Crimes Compliance to join our Corporate Engineering team. This role is in Lake Mary, FL or Pittsburgh, PA
Job Summary:
We are seeking a highly experienced and detail-oriented Senior Business Analyst with over a decade of expertise in the Finance and Banking industry, specializing in Financial Crimes Management. The ideal candidate will play a pivotal role in bridging business needs with technology solutions, ensuring compliance with regulatory standards and enhancing operational efficiency through data-driven insights and system integration.
Key Responsibilities:
* Work hands-on with Actimize AML solutions, particularly Suspicious Activity Monitoring (SAM).
* Collaborate with business, technology, and compliance teams to gather, analyze, and document complex BSA/AML business and data requirements.
* Develop comprehensive Business Requirement Documents (BRDs) and Functional Requirement Documents (FRDs).
* Ensure alignment between business objectives and technical implementation.
* Lead initiatives in Anti-Money Laundering (AML) compliance, including transaction monitoring, alert investigation, SARs, and/or fraud prevention.
* Conduct regulatory impact analysis and support compliance transformation efforts.
* Ensure compliance with BSA, USA PATRIOT Act, OFAC, Basel III, Dodd-Frank, and FATF guidelines.
* Support transaction monitoring model tuning and optimize AML detection algorithms.
* Apply predictive analytics and behavioral modeling for fraud detection and financial intelligence.
* Utilize SQL for data extraction and analysis across platforms like Oracle, SQL Server, and Hadoop.
* Manage case workflows for suspicious activity investigations and ensure audit readiness.
* Drive financial data integration using ETL processes and ensure compliance reporting.
* Lead operational readiness planning, stakeholder training, and risk assessments.
* Maintain expertise in financial risk management (credit, market, operational, liquidity).
* Oversee data governance, data lineage, and regulatory data accuracy.
* Support regulatory reporting and audits, ensuring adherence to international standards.
* Conduct gap analyses and implement process improvements.
* Use Jira for project tracking and Agile alignment.
* Perform UAT and functional testing to validate system implementations.
* Lead stakeholder meetings and facilitate requirement gathering sessions.
* Create training materials and conduct knowledge-sharing sessions.
Qualifications:
* 8+ years of experience as a Business Analyst in financial services.
* Deep knowledge of AML, KYC, and financial crime compliance frameworks.
* Proven experience with Actimize SAM or other AML tools.
* Strong SQL and data analysis skills.
* Familiarity with SWIFT, ISO 20022, ACH, Fedwire, and digital payments.
* Excellent communication, documentation, and stakeholder management skills.
* Experience with Agile methodologies and tools like Jira.
At BNY, our culture speaks for itself, check out the latest BNY news at:
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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.
$103k-154k yearly est. 49d ago
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Data Analyst, Specialist
The Vanguard Group 4.6
Malvern, PA jobs
Core Technical Skills
Advanced Tableau Expertise Ability to design interactive dashboards, automate reporting, and modernize legacy reports (e.g., transition from Excel, Cognos, or other BI tools to Tableau for contact center performance and SLA reporting).
Strong SQL Proficiency
Skilled in writing complex queries, optimizing performance, and integrating data from multiple sources, including enterprise data lakes and cloud-based platforms (e.g., AWS environments).
Python for Automation and Analytics
Experience using Python for data transformation, automation, and advanced analytics, including predictive modeling and integration with visualization tools (e.g., leveraging TabPy with Tableau).
Operational & Service Remediation Focus
Own and manage business-as-usual (BAU) operational reporting, including Operations Index, Client SLA, and vendor/service provider SLA dashboards.
Develop and support Service Reimagination dashboards to enhance operational transparency and performance monitoring.
Support Friction Reduction dashboards and related analytics to improve participant/client experience and reduce repeat contacts.
Partner with Data Engineering teams to automate workforce management (WMS) reporting and build scalable, reusable data products that enable self-service analytics.
Design highly polished, executive-ready dashboards with exceptional visual appeal, intuitive navigation, and compelling data storytelling for senior leadership.
TS2 Behavioral & Leadership Expectations
Lead projects independently: Gather requirements, design dashboards and scripts, and deliver end-to-end analytical solutions with minimal oversight.
Translate business needs into actionable insights: Apply strong data storytelling and visualization techniques to influence decision-making and drive measurable outcomes.
Mentor and collaborate: Actively engage with peers and junior analysts, share best practices, and contribute to broader analytics communities and knowledge-sharing forums.
Demonstrate strong business acumen and stakeholder management while driving reporting modernization and continuous improvement initiatives.
Qualifications
Minimum of five years related work experience.
Undergraduate degree or equivalent combination of training and experience.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$79k-105k yearly est. Auto-Apply 2d ago
Data Analyst, Specialist
The Vanguard Group 4.6
Malvern, PA jobs
We are seeking a data visualization expert with a passion for transforming complex data into clear, actionable insights for senior leadership. This role will support the Distribution organization within Personal Investor, which focuses on how we engage with, serve, and grow relationships with our clients.
The ideal candidate is highly skilled in Tableau and SQL, has a strong sense of visual design and user experience, and enjoys partnering closely with business leaders to help them make data-driven decisions. The analyst will be responsible for a range of analytical tasks including ownership of enhancing our dashboard suite all the way through advanced analyses (drivers analyses, development of data-driven strategies to influence business strategies, forecasting, client segmentation modeling etc.)
The ideal candidate has:
Expert-level visualization skills using tools such as Tableau
Strong SQL experience, with the ability to write and troubleshoot complex queries
Experience in Python and advanced analytics
Demonstrated experience building executive-ready dashboards and visual solutions with a strong analytical mindset and attention to detail
Desire & ability to collaborate closely with our business partners to consult & gather requirements
Strong presentation skills with the ability to deliver actionable data stories to business partner motivating data-driven decisions.
Exposure to distribution, sales, or client data
Core Responsibilities
Engages with internal partners to understand business strategy, questions, and goals. Brings structure to business requests, translates requirements into an analytical project approach, and supports projects through completion.
Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.
Performs analyses of historical data to surface trends and insights using analytical methods.
Prepares and delivers visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
Mentors, coaches, trains, and develops junior data analysts. Proactively expands knowledge of business and analytics and shares with team members. Shares and documents best practices.
Participates in special projects and performs other duties as assigned.
Qualifications
Minimum of five years related work experience.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
SQL and Tableau experience required.
Python & Advanced analytics (e.g. predictive modeling, forecasting, clustering) experience preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$79k-105k yearly est. Auto-Apply 60d+ ago
Data Discovery Analyst (Financial Service Domains)
The Vanguard Group 4.6
Malvern, PA jobs
Core Responsibilities
Data Exploration & Validation:
Analyze and assess data sources for analytical readiness and business alignment.
Acquire and compile structured and unstructured data, verifying its quality, accuracy, and reasonableness.
Perform analyses of historical data to surface trends and insights using advanced analytical methods.
Validate analytical techniques employed by other analysts.
Cross Functional Collaboration:
Partner with cross-functional teams to translate business questions into actionable data solutions.
Engage with internal partners to understand business strategy, questions, and goals.
Participate in cross-divisional data projects and resolve operational challenges.
Prototyping & Data Storytelling:
Build visualizations and proof-of-concepts to demonstrate data value and insights.
Prepare and deliver visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
Develop, own, and manage recurring analytic or reporting processes.
Data Quality & Governance:
Identify and resolve data inconsistencies, gaps, and ensure compliance with governance standards.
User Enablement:
Empower non-technical users to leverage data products effectively through documentation and training.
Foster a culture of continuous learning and innovation in analytics tools and methods.
Proactively expand knowledge of business and analytics, share best practices, and document them.
Serve as a subject matter expert for the team and the analytic organization.
Required Skills & Tools:
Advanced SQL expertise including:
Multiātable joins (inner, outer, cross, selfājoins)
Subqueries and common table expressions (CTEs)
Window functions (RANK, ROW_NUMBER, PARTITION BY)
Aggregations and grouping logic
Ability to optimize, troubleshoot, and validate SQL logic on largeāscale datasets
Strong experience querying and analyzing data through platforms such as Athena, Dremio, or similar distributed compute engines.
Data Visualization:
Ability to source and model data in Tableau or Power BI from scratch
Build highly functional and intuitive dashboards that reflect UX best practices and visual storytelling principles
Ability to design layout, structure, hierarchy, and visual selection based on business intent
Python:
Ability to read and understand Python scripts used for data preparation
Ability to write Python is a plus, especially for deeper analysis or working closely with engineering teams
Collaboration Tools:
JIRA, Confluence, Mural/Figma for documentation, refinement, and sprint collaboration
Collibra for data governance, documentation, and stewardship processes
Soft Skills:
Strong analytical and problemāsolving skills
Excellent communication and stakeholder management capabilities
Strong ability to translate technical data concepts to businessāfriendly narratives
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$79k-105k yearly est. Auto-Apply 5d ago
Principal Data Analyst (Advanced Analytics)
The Vanguard Group 4.6
Malvern, PA jobs
Core Responsibilities
Leads the execution of large scale, more complex analytics projects. Applies significant quality control and risk assessment of the model, methodologies, outputs, and processes for major data science projects.
Leads and executes deep dive diagnostic, predictive, and prescriptive analytics to support data-driven business decision making. Creates alternative model approaches to assess complex model design and advance future capabilities. Mentors and develops junior data scientists and analysts.
Identifies and diagnoses data inconsistencies and errors, documents data assumptions, and forages to fill data gaps.
Engages with senior leadership to understand and probe business processes in order to develop hypotheses. Brings structure to requests and translates requirements into an analytic approach.
Guides test design, research design, and model validation. Provides statistical consultation services. Serves as the analytics expert on cross functional teams for large strategic initiatives and contributes to the growth of the Vanguard analytic community.
Prepares and delivers insight presentations and action recommendations. Communicates complex analytical findings and implications to business leaders.
Participates in special projects and performs other duties as assigned.
Qualifications
Minimum of ten years related work experience in analytical roles. Experience with data wrangling required - Programming skills to access, transform and prepare large scale data for statistical modeling. Experience utilizing statistical and machine learning methods required.
Undergraduate degree in Analytics, Applied Mathematics, Economics, Statistics or related analytical field of study or equivalent combination of training and experience. Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$79k-105k yearly est. Auto-Apply 20d ago
Data Analyst, Specialist
The Vanguard Group 4.6
Malvern, PA jobs
Mobile Analytics is launching innovative initiatives to drive long-term growth and client value, such as AI-powered analytics to enhance client experience, estimating mobile's impact on PI net growth, and promoting evidence-based decision making through advanced analytics and experimentation.
The candidate will act as a thought leader, using advanced analytics and experiments to shape the product roadmap and digital strategy. Key responsibilities include mentoring junior analysts, identifying core business questions, selecting appropriate analytics methods, and clearly communicating results and product value to stakeholders.
Core Responsibilities:
Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an analytical project approach, and leads complex projects through completion. Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for large strategic initiatives.
Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness.
Performs analyses of historical data to surface trends and insights using advanced analytical methods. Validates analytical techniques employed by other analysts.
Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
Develops, owns and manages recurring analytic or reporting processes.
Actively develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Participates and presents during scheduled analytics seminars.
Participates in special projects and performs other duties as assigned.
Qualifications:
5-7 years related work experience within analytics
Experience using Python and SQL (Advanced)
Experience using visualization tools (Tableau)
Experience with experimentation and casual inference methods
Experience creating decks and presenting to senior stakeholders
Experience working under tight deadlines and meeting expectations
Preferences:
Independently identifying opportunities, and developing quasi-experimental analyses to drive high-value product outcomes
Independently identifying opportunities, and developing advanced experimentation design and analyses for product optimization
Independently building / leading projects involving advanced analytics (E.g. Machine Learning) to drive quantifiable business outcomes
Deep understanding of, and some experience applying Behavioral Economics research to business use cases
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$79k-105k yearly est. Auto-Apply 20d ago
Data Analyst, Specialist
The Vanguard Group 4.6
Malvern, PA jobs
We are seeking multiple Senior Data Analysts to join our Wealth Management Business Analytics team and play a pivotal role in shaping how data and insights power decision-making across our Wealth organization. This role sits at the intersection of analytics, strategy development, and execution - ideal for someone who thrives on turning complex data into clear, compelling insights that drive better client and business outcomes.
You will help evolve our business intelligence capabilities, elevate the quality and impact of our analytics products, and partner closely with senior leaders to influence the future of our Wealth Management offer, distribution strategy, and service model.
Key Priorities:
In this role, you will be accountable for delivering impact across several core priorities:
Elevate the Wealth Management BI product portfolio by delivering best-in-class data visualization and analytics experiences, while helping establish a scalable, sustainable self-service analytics capability for business partners.
Deliver deep insights into Relationship Manager (RM) and Advisor performance, client interactions, and engagement trends to inform coaching, resource allocation, and strategic investments that improve both client and business outcomes.
Partner with senior leaders across to shape the future of Vanguard's Wealth offer, distribution strategy, and service model through data-driven insights and storytelling.
What You'll Do
Design, build, and own high-impact dashboards, reports, and analytical assets used by senior leaders and frontline teams.
Translate ambiguous business questions into clear analytical approaches, leveraging multiple data sources to uncover actionable insights.
Develop compelling data visualizations and narratives that influence decisions at the executive level.
Help define standards and best practices for data visualization, dashboard design, and insight delivery.
Support the evolution of self-service analytics by enabling business users with intuitive tools, trusted data, and clear documentation.
Collaborate closely with data engineering, product, and technology partners to ensure data quality, scalability, and alignment with enterprise standards.
Act as a thought partner to stakeholders, proactively identifying opportunities where analytics can improve performance, efficiency, or client experience.
What We're Looking For
5+ years of experience in data analytics, business intelligence, or a related role, ideally within financial services, wealth management, or a complex regulated environment.
Strong expertise in BI and visualization tools (e.g., Tableau, Power BI, or similar), with a proven track record of building executive-ready dashboards.
Advanced SQL skills and experience working with large, complex datasets; familiarity with modern data platforms is a plus.
Demonstrated ability to translate data into insights and insights into influence-especially with senior stakeholders.
Comfort operating in ambiguity and shaping analytical solutions where requirements are not fully defined.
Strong communication skills, with the ability to tell clear, compelling stories with data.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$79k-105k yearly est. Auto-Apply 5d ago
Lead Data/Reporting Analyst (Executive Tableau Reporting)
The Vanguard Group 4.6
Malvern, PA jobs
Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data), and stewards a strong risk culture. Our teams leverage enterprise-wide insights, deep expertise, and trusted advice so that across Vanguard leaders and crew drive faster, stronger, risk-informed decisions.
The vision of the Enterprise Resilience Office is to enable Vanguard to stay open and serve our clients in any scenario, no matter what happens in the physical, digital, financial, and extended enterprise worlds, through operational resiliency planning, independent points of view on preparedness, and being the catalyst for continuous improvement. The ERO is critical to maintaining Vanguard's essential business services, determining what scenarios are most likely to disrupt the delivery of those services, and ensuring that we are prepared to respond.
Enterprise Resilience Office (ERO) has the following three primary focus areas.
Business Continuity: Overseeing crisis management and incident response.
Technology Risk Management: Offering risk advisory support to IT and Improving Vanguard's ability to recover from a cyberattack.
Third Party Risk Management: Stewarding the third-party risk lifecycle and reducing extended enterprise risk.
ERO has the vision for integrated reporting across these primary focus areas.
The Lead Data/Reporting Analyst is vital to accomplish the mission and the vision of our ERO. The Lead Data/Reporting Analyst analyzes data, assesses trends and develops actionable insights and recommendations in support of large strategic business initiatives. Actively develops the analytics community at Vanguard by coaching others internally and participating in external events.
Core Responsibilities
Engages with internal partners to understand business strategy, questions, and goals. Brings structure to business requests, gathers & defines the requirements, translates requirements into an analytical project approach, and leads complex projects through completion. Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for large strategic initiatives.
Define, engage, and involve in developing Data Strategy Vision, Mission, and Roadmap for the Data Analytics team.
Should have a holistic understanding of data warehousing and involve in BI and Data architecture discussion and consultation.
Defining the project's schedule and scope with timely and regular value deliveries, organizing & leading projects, and project status meetings.
Driving and delivering Agile projects that offer outstanding business value to the users.
Acquires and compiles structured and unstructured data and verifies its quality, accuracy, and reasonableness.
Must turn the raw data into information and insight, which will be used to make business decisions.
Performs analysis of historical data to surface trends and insights using advanced analytical methods. Validates analytical techniques employed by other analysts.
Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for business partners to implement.
Develops, owns, and manages recurring analytic or reporting processes.
Actively develops the analytics community at Vanguard by mentoring, coaching, and connecting others with resources and training. Participates and presents during scheduled analytics seminars.
Participates in special projects and performs other duties as assigned.
Qualifications
Excellent data storytelling and presentation (through ppt, etc.)
SQL and Python coding
Expert level proficiency with Tableau.
Should be a Tableau Certified Data Analyst.
Excellent stakeholder management preferably interacting with senior executive leadership.
Nice to have Risk domain knowledge.
Nice to have AWS cloud experience.
Minimum of eight years of related work experience.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$86k-110k yearly est. Auto-Apply 49d ago
Business Analyst - Remote
Citi Us 4.6
Virginia jobs
About us
Creative Information Technology Inc (CITI) is an esteemed IT enterprise renowned for its exceptional customer service and innovation. We serve both government and commercial sectors, offering a range of solutions such as Healthcare IT, Human Services, Identity Credentialing, Cloud Computing, and Big Data Analytics. With clients in the US and abroad, we hold key contract vehicles including GSA IT Schedule 70, NIH CIO-SP3, GSA Alliant, and DHS-Eagle II.
Join us in driving growth and seizing new business opportunities.
Role and Responsibilities
Generate requirements, wireframes, and documentation (i.e. Excel workbooks) for planning the migration of site collections to the online version.
Documentation to include what site contents will be moved, what will be decommissioned and any web forms/workflows requiring additional work (i.e. InfoPath).
Write requirements for Power Platform Applications and deprecated InfoPath form replacements.
Meet with stakeholder groups to build consensus around planned moves of business unit site collections from on-premises SharePoint to the online version.
Provide SharePoint technical resources with recommended timing and sequencing for site moves (i.e. business need priority, size, scope, etc.)
Provide documentation, requirements and meet with stakeholders for in-flight and newly requested development requests for SharePoint online.
Contractor will report to the team lead for SharePoint and attend weekly status meetings.
Contractor will meet one on one with the team lead weekly to discuss deliverables, roadblocks and progress on milestones.
The Business Analyst: SharePoint Contractor will have 3-5 years of business analysis experience, including experience with website and content migrations and working knowledge of SharePoint 2019 and SharePoint Online.
This role requires strong requirements gathering, documentation, and stakeholder engagement skills to support SharePoint Online migration planning, technical implementation, and successful business adoption
Minimum Qualification
3-5 years Business Analyst experience.
Proven track record with website projects involving site content and migration to another platform.
Ability to build consensus with stakeholders ranging from leadership to individual contributors.
2+ years' experience working with SharePoint 2019 or SharePoint Online as a seasoned end user or site owner.
Preferred Qualification
Project management experience.
Experience with Microsoft's Power Platform.
$87k-117k yearly est. Auto-Apply 19d ago
Senior Process Improvement Analyst
The Vanguard Group 4.6
Malvern, PA jobs
Join Vanguard's Enterprise Investment Service Division and lead complex or large process improvement initiatives using process improvement methodology (e.g., Lean, Agile, etc.) to develop, identify, analyze, and improve existing business processes. You will also apply functional expertise to improve business and client results and support the business Senior Management by aiding in the analysis of business strategic initiatives and supporting the business with competitive research and serving as a coach to leadership.
Responsibilities:
Develops and applies process definition, improvement and design methodologies to identify, analyze and improve business processes to improve quality, reduce costs, increase efficiencies/productivity, increase customer satisfaction, etc. Leverages technical expertise to coach other process improvement crew through initiatives.
Concatenates process improvement data and uses key metrics to measure outcomes.
Manages process improvement initiatives from inception through implementation ensuring deadlines are met. Defines scope and requirements, establishes timeline, and ensures timely completion of deliverables.
Develops documentation to support analysis and improvement including business requirements, functional specifications, process maps, and gap/problem analyses.
Develops and manages effective working relationships with internal clients (primarily senior leaders) and key stakeholders.
Supports the development of training and/or change management materials and activities to support new processes and procedures.
Coordinates follow-up meetings for project teams using process improvement tools to ensure work is completed and improvements are maintained. Plans and implements quality assurance and compliance processes.
Participates in special projects and performs other duties as assigned.
Qualifications:
Minimum of five years' related work experience with progressive responsibility required.
Undergraduate degree or an equivalent combination of training and experience required. Graduate degree preferred.
Process improvement certification (i.e. McKinsey Lean training, Six Sigma certification) preferred. Ability to obtain certification within 1 year period required.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$79k-103k yearly est. Auto-Apply 15d ago
Senior Data Analyst - Sanctions Screening Center of Excellence
Bank of America 4.7
Scranton, PA jobs
Charlotte, North Carolina;Richmond, Virginia; Scranton, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance.
**Line of Business Description:**
About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions.
**Responsibilities:**
+ Primary responsibility is to create / update business rules to minimize the false-positive Sanctions alerts to improve efficiency and effectives of the CoE's alert review process.
+ Manage the multiple on-going initiatives by attending calls from various projects, understand the Sanctions needs from the projects, Provide requirements to the projects and track the status of these projects.
+ Analyze alerts on a daily basis to chalk out strategies to reduce the false-positives, using different pattern matching and trending techniques
+ Assist in on-boarding new applications / Clients into the Sanctions screening platform requiring detailed discussions with various lines of businesses in understanding the nature and type of data received from and assist in data mapping into standard formats acceptable for Sanctions screening
+ Ability to query & analyze the data required for ad hoc requirements on the fly and generate reports for the team to use.
+ Work with technology teams for requirements / testing and implementing changes to improve / automate CoE processes
+ Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set
+ Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship
+ Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform
+ Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform
+ Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents
**Required Qualifications:**
+ Bachelor's degree in Computer Science, Data Management, Statistics or related fields
+ Intermediate knowledge in SQL and using tools like TOAD
+ Awareness of AI / Machine learning concepts and ability to implement such strategies
+ Experience in data analytics and interpretation of large volumes of data
+ Scripting experience with any language like Python, Java, VB
**Desired Qualifications:**
+ Experience in Sanctions / AML processes
+ Data transformation / formatting experience and able to work with data in different formats
+ Knowledge of Economic Sanctions programs requirements
+ Experience in Global Banking & Markets business process
+ Experience in Sanctions screening applications like Fircosoft
+ Logical thinking capabilities with a technical mind-set
+ Advanced knowledge in using Microsoft Excel and MS Access
+ Knowledge in using Microsoft products Word, Outlook, Power-point and Visio
+ Knowledge of PowerBI /Tableau
+ Ability to prioritize, use own initiative, make quick decisions, be flexible and work independently
+ Ability to work remotely, with teams spread globally, under pressure, meet deadlines and navigate change
+ Ability to work and interact with people from a diverse range of backgrounds and opinions
**Skills:**
+ Data Collection and Entry
+ Data Management
+ Data Modeling
+ Issue Management
+ Policies, Procedures, and Guidelines Management
+ Analytical Thinking
+ Collaboration
+ Data Governance
+ Data Quality Management
+ Data and Trend Analysis
+ Business Acumen
+ Controls Management
+ Production Support
+ Regulatory Compliance
+ Solution Design
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$83k-105k yearly est. 60d+ ago
Senior Data Analyst - Sanctions Screening Center of Excellence
Bank of America 4.7
Scranton, PA jobs
Charlotte, North Carolina;Richmond, Virginia; Scranton, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance.
**Line of Business Description:**
About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions.
**Responsibilities:**
+ Primary responsibility is to create / update business rules to minimize the false-positive Sanctions alerts to improve efficiency and effectives of the CoE's alert review process.
+ Manage the multiple on-going initiatives by attending calls from various projects, understand the Sanctions needs from the projects, Provide requirements to the projects and track the status of these projects.
+ Analyze alerts on a daily basis to chalk out strategies to reduce the false-positives, using different pattern matching and trending techniques
+ Assist in on-boarding new applications / Clients into the Sanctions screening platform requiring detailed discussions with various lines of businesses in understanding the nature and type of data received from and assist in data mapping into standard formats acceptable for Sanctions screening
+ Ability to query & analyze the data required for ad hoc requirements on the fly and generate reports for the team to use.
+ Work with technology teams for requirements / testing and implementing changes to improve / automate CoE processes
+ Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set
+ Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship
+ Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform
+ Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform
+ Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents
**Required Qualifications:**
+ Bachelor's degree in Computer Science, Data Management, Statistics or related fields
+ Intermediate knowledge in SQL and using tools like TOAD
+ Awareness of AI / Machine learning concepts and ability to implement such strategies
+ Experience in data analytics and interpretation of large volumes of data
+ Scripting experience with any language like Python, Java, VB
**Desired Qualifications:**
+ Experience in Sanctions / AML processes
+ Data transformation / formatting experience and able to work with data in different formats
+ Knowledge of Economic Sanctions programs requirements
+ Experience in Global Banking & Markets business process
+ Experience in Sanctions screening applications like Fircosoft
+ Logical thinking capabilities with a technical mind-set
+ Advanced knowledge in using Microsoft Excel and MS Access
+ Knowledge in using Microsoft products Word, Outlook, Power-point and Visio
+ Knowledge of PowerBI /Tableau
+ Ability to prioritize, use own initiative, make quick decisions, be flexible and work independently
+ Ability to work remotely, with teams spread globally, under pressure, meet deadlines and navigate change
+ Ability to work and interact with people from a diverse range of backgrounds and opinions
**Skills:**
+ Data Collection and Entry
+ Data Management
+ Data Modeling
+ Issue Management
+ Policies, Procedures, and Guidelines Management
+ Analytical Thinking
+ Collaboration
+ Data Governance
+ Data Quality Management
+ Data and Trend Analysis
+ Business Acumen
+ Controls Management
+ Production Support
+ Regulatory Compliance
+ Solution Design
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$83k-105k yearly est. 14d ago
Senior Data Analyst - Sanctions Screening Center of Excellence
Bank of America Corporation 4.7
Scranton, PA jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for ensuring operational data is fit for purpose, defining controls, and monitoring processes are in adherence to enterprise data management standards. Key responsibilities include triaging and remediating data incidents, performing data analysis, training new users, and performing impact analysis stemming from data updates. Job expectations include helping in defining access and ownership of data by domain, conducting quality control, and overseeing data maintenance.
Line of Business Description:
About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions.
Responsibilities:
* Primary responsibility is to create / update business rules to minimize the false-positive Sanctions alerts to improve efficiency and effectives of the CoE's alert review process.
* Manage the multiple on-going initiatives by attending calls from various projects, understand the Sanctions needs from the projects, Provide requirements to the projects and track the status of these projects.
* Analyze alerts on a daily basis to chalk out strategies to reduce the false-positives, using different pattern matching and trending techniques
* Assist in on-boarding new applications / Clients into the Sanctions screening platform requiring detailed discussions with various lines of businesses in understanding the nature and type of data received from and assist in data mapping into standard formats acceptable for Sanctions screening
* Ability to query & analyze the data required for ad hoc requirements on the fly and generate reports for the team to use.
* Work with technology teams for requirements / testing and implementing changes to improve / automate CoE processes
* Ensures data is accurate, complete, and fit for performing data analyses through various testing procedures and data controls which help to identify business insights fit for purpose for a particular product set
* Develops and executes on Enterprise Data Management policies and standards, works across teams to ensure adherence, serves as a key point of contact for all topics related to data compliance, and manages operational elements of the (Enterprise Data Strategy Governance and Operations (EDSGO) relationship
* Manages data related incidents and identifies, communicates, and resolves or escalates issues as needed. Data inquiries include questions related to data issues, availability of data, and potential sourcing alternatives to inform
* Develops, manages, and executes on controls, ensuring tracking, monitoring, and resolution of any control breaches with data platform
* Partners with Business and Technology functions to drive the development of business and functional requirements documents and ensures strategic upstream resolution for data related incidents
Required Qualifications:
* Bachelor's degree in Computer Science, Data Management, Statistics or related fields
* Intermediate knowledge in SQL and using tools like TOAD
* Awareness of AI / Machine learning concepts and ability to implement such strategies
* Experience in data analytics and interpretation of large volumes of data
* Scripting experience with any language like Python, Java, VB
Desired Qualifications:
* Experience in Sanctions / AML processes
* Data transformation / formatting experience and able to work with data in different formats
* Knowledge of Economic Sanctions programs requirements
* Experience in Global Banking & Markets business process
* Experience in Sanctions screening applications like Fircosoft
* Logical thinking capabilities with a technical mind-set
* Advanced knowledge in using Microsoft Excel and MS Access
* Knowledge in using Microsoft products Word, Outlook, Power-point and Visio
* Knowledge of PowerBI /Tableau
* Ability to prioritize, use own initiative, make quick decisions, be flexible and work independently
* Ability to work remotely, with teams spread globally, under pressure, meet deadlines and navigate change
* Ability to work and interact with people from a diverse range of backgrounds and opinions
Skills:
* Data Collection and Entry
* Data Management
* Data Modeling
* Issue Management
* Policies, Procedures, and Guidelines Management
* Analytical Thinking
* Collaboration
* Data Governance
* Data Quality Management
* Data and Trend Analysis
* Business Acumen
* Controls Management
* Production Support
* Regulatory Compliance
* Solution Design
Shift:
1st shift (United States of America)
Hours Per Week:
40
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Wealth Management
Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management.
Training and Development
Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program.
As a summer intern your key tasks and responsibilities may include, but are not limited to:
Supports day-to-day Advisor team activities including client onboarding, account maintenance, and the digital experience
Identifies, deepens, and maintains relationships by providing excellent service with a client first mindset
Ensures timeliness, accuracy, and completeness with client and business partner requests while communicating outputs to the aligned team
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect clients, and manage risk
Build your network through the collaboration with core banking and investment partners to prepare for a future career
Required Qualifications:
Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Preferred Qualifications:
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Demonstrates professional verbal and written communication skills
Strong technical application skills, including proficiency with Microsoft Word, Excel, and PowerPoint
Bilingual Spanish (written and spoken) preferred in some locations (e.g. New York and Miami)
3.2 minimum GPA
Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC.
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Travel: On needs basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Wealth Management
Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management.
Training and Development
Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program.
As a summer intern your key tasks and responsibilities may include, but are not limited to:
Supports day-to-day Advisor team activities including client onboarding, account maintenance, and the digital experience
Identifies, deepens, and maintains relationships by providing excellent service with a client first mindset
Ensures timeliness, accuracy, and completeness with client and business partner requests while communicating outputs to the aligned team
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect clients, and manage risk
Build your network through the collaboration with core banking and investment partners to prepare for a future career
Required Qualifications:
Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Preferred Qualifications:
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Demonstrates professional verbal and written communication skills
Strong technical application skills, including proficiency with Microsoft Word, Excel, and PowerPoint
Bilingual Spanish (written and spoken) preferred in some locations (e.g. New York and Miami)
3.2 minimum GPA
Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC.
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Travel: On needs basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
$71k-98k yearly est. 12d ago
U.S. Private Bank - Lending Solutions Professional - Analyst
Jpmorgan Chase 4.8
Philadelphia, PA jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Lending Solutions Professional in the Private Bank, you will support our Lending Advisors to advise clients on their capital structure and provide credit solutions tailored to clients' needs and circumstances.
**Job Responsibilities**
+ Participate in pitches to existing and prospective clients
+ Analyze the book of existing clients to identify new potential opportunities
+ Maintain an ongoing dialogue with existing borrowing clients
+ Advise, negotiate and execute loan structures
+ Structure solutions to client financing needs within acceptable risk parameters and in accordance with policies and regulations
+ Maintain a quality credit book with active client dialogue and escalation of candidates promptly. Follow up on all client-related credit issues (e.g., missed margin calls, legal documentation, etc.).
+ Using your thorough knowledge of the JP Morgan Credit Risk Underwriting Policy & Guidelines, liaise closely with Credit Risk to ensure the best outcome for the client in terms of the underwriting of the client.
**Required Qualifications, Capabilities, Skills**
+ Bachelor's degree required
+ 1-2 years of industry related experience
+ Exceptional follow-up and follow-through skills
+ PowerPoint and Excel expertise
**Preferred Qualifications, Capabilities, Skills**
+ Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
+ Experience and interest in financial / credit markets and concepts
+ Excellent interpersonal skills
+ Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$82k-101k yearly est. 36d ago
U.S. Private Bank - Lending Solutions Professional - Analyst
Jpmorganchase 4.8
Philadelphia, PA jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Lending Solutions Professional in the Private Bank, you will support our Lending Advisors to advise clients on their capital structure and provide credit solutions tailored to clients' needs and circumstances.
Job Responsibilities
Participate in pitches to existing and prospective clients
Analyze the book of existing clients to identify new potential opportunities
Maintain an ongoing dialogue with existing borrowing clients
Advise, negotiate and execute loan structures
Structure solutions to client financing needs within acceptable risk parameters and in accordance with policies and regulations
Maintain a quality credit book with active client dialogue and escalation of candidates promptly. Follow up on all client-related credit issues (e.g., missed margin calls, legal documentation, etc.).
Using your thorough knowledge of the JP Morgan Credit Risk Underwriting Policy & Guidelines, liaise closely with Credit Risk to ensure the best outcome for the client in terms of the underwriting of the client.
Required Qualifications, Capabilities, Skills
Bachelor's degree required
1-2 years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, Skills
Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial / credit markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$82k-101k yearly est. Auto-Apply 38d ago
Business Technology Consultant, Specialist
The Vanguard Group 4.6
Malvern, PA jobs
Vanguard has an exciting opportunity for a Business Technology Consultant, Specialist. This role focuses on leveraging Adobe Experience Platform (Real-Time CDP) and Adobe Target to deliver personalized, data-driven experiences across digital channels. This position emphasizes business enablement, marketing optimization, and collaboration with cross-functional teams to translate strategic objectives into actionable solutions.
You will act as a subject matter expert on business systems and user needs, helping to shape and align our business technology strategy. Leveraging your deep understanding of stakeholder requirements, you will deliver effective technology solutions and lead the implementation and testing of systems that support business objectives.
Responsibilities
Proactively analyzes business and user needs and identifies, evaluates, and develops complex information systems to meet business requirements. Provides insight on the business implications of technology systems.
Provides senior level consulting services to internal business groups on process improvement projects designed to improve their business results. Formulates and defines the systems scope and objectives, based on user needs and industry requirements.
Utilizes deep understanding of business needs to direct process improvement projects for internal business groups, aiming to improve key business results. Leads the design and testing of new or enhanced applications that align to the overall business technology strategy.
Leads the implementation of business systems and software. Analyzes, defines, and documents existing systems logic challenges, and makes revisions to address business issues.
Monitors user experiences and feedback on the use of business applications, and makes enhancements to system productivity, as needed. Leads the collection, documentation, and maintenance of functional requirements and modeling.
Guides and advises less experienced crew.
Participates in special projects and performs other duties as assigned.
Additional Responsibilities
Audience Management & Segmentation
Experience with building audiences in Adobe Experience Platform (Real-Time CDP) and setting up in Adobe Target and Adobe Journey Optimizer.
Configure and manage audience segments within Adobe Real-Time CDP for personalization and targeting.
Understand available audience's segments, and data available to meet criteria.
Integration & Data Activation
Collaborate with marketing and analytics teams to activate CDP data for campaigns.
Ensure seamless integration between Adobe Target, CDP, and other Experience Cloud components.
Business Enablement
Provide guidance on best practices for audience creation to allow for personalization strategies and campaign execution.
Collaborate with marketing, IT and business to understand requirements and help define needs.
Build personalized experiences across web, mobile, and email channels to improve engagement and conversion.
Conduct audience peer reviews and quality checks to ensure high quality and accuracy. Monitor performance and provide insights to help future deliverables.
Continue to grow knowledge as the technology landscape evolves.
Qualifications
Five years related work experience. Three years experience in business technology preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Hands-on experience with Adobe Experience Platform (Real-Time CDP), Adobe Target and Adobe Journey Optimizer.
Strong understanding of personalization strategies, A/B testing methodologies, and audience segmentation.
Familiarity with Adobe Web SDK and Edge Network for data collection and activation.
Ability to work with HTML, CSS, and JavaScript for minor adjustments (not full-scale development).
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$58k-81k yearly est. Auto-Apply 1d ago
Senior Technical Risk Assurance Analyst - AI
The Vanguard Group 4.6
Malvern, PA jobs
What You'll Do
Lead Advanced Security Assessments: Drive comprehensive evaluations of security controls across cloud, on-prem, and AI-powered platforms. Identify vulnerabilities and deliver actionable solutions that make an impact.
Harness AI for Risk Management: Use advanced AI tools to continuously monitor, track, and predict risks. Enhance models for greater accuracy and align AI-driven insights with Vanguard's risk framework.
Influence Technology Decisions: Collaborate with IT leaders, business units, and vendors to shape secure implementations and guide adoption of emerging security initiatives.
Set the Standard: Define best practices for risk assessments, vulnerability management, and secure development processes. Update security standards and close gaps before they become threats.
Investigate & Innovate: Analyze complex security incidents, validate controls, and lead special projects that push the boundaries of cybersecurity.
Be the Expert: Stay ahead of industry trends and emerging technologies. Act as a trusted advisor on security practices and AI-driven risk strategies.
Experience:
8+ years in IT security or application development, with proven expertise in risk assurance and emerging technologies.
Bachelor's degree or equivalent experience.
Preferred Certifications: ISC² CISSP CRISC CISA CCSP GIAC GSEC CEH
AI-focused certifications (AAISM, CSPAI) a plus
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$86k-109k yearly est. Auto-Apply 60d+ ago
Senior Business Analyst
The Bank of New York Mellon 4.4
Senior analyst job at BNY Mellon
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, 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 Business Analyst to join our Data and Quantitative Analysis team. This role is located in Lake Mary, FL (4 days in office per week).
In this role, you'll make an impact in the following ways:
* Lead the development and implementation of data management strategies by leveraging expertise in data analysis and quantitative methodologies.
* Ensure data integrity and accuracy across all platforms by establishing rigorous data governance frameworks and protocols.
* Collaborate with cross-functional teams to translate complex data insights into actionable business strategies, enhancing decision-making processes.
* Drive continuous improvement initiatives in data management practices by staying abreast of industry trends and emerging technologies.
* Mentor and guide junior team members, fostering a culture of learning and development within the data management team.
* Champion data-driven innovation by identifying opportunities for automation and efficiency enhancements in data processing and analysis.
* Prior experience in risk and regulatory reporting, with a strong understanding of associated frameworks and compliance requirements, is highly desirable
To be successful in this role, we're seeking the following:
* Bachelor's degree in Data Science, Statistics, Computer Science, or a related field. Advanced degree preferred.
* Strong analytical and quantitative skills, with the ability to interpret complex datasets and deliver actionable insights.
* Excellent communication skills, capable of conveying technical concepts to non-technical stakeholders.
* Proficient in data management tools and platforms, with a continuous improvement mindset.
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:
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 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.