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Operations Analyst jobs at The Peoples Bank

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  • Institutional Client Operations Analyst

    Fisher Investments 3.9company rating

    Camas, WA jobs

    The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more! The Opportunity: The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets. The Day-to-Day: * Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions * Subject matter expert as it relates to international institutional funds and separately managed accounts * Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests * Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors * Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations * Coordinate with custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams * Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements * Communicate detailed international institutional investor account information to senior members of the Company * Aid the Institutional Client Operations Team Leader with the ongoing development of the team Your Qualifications: * Bachelor's degree or equivalent combination of education/experience * At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful * Familiar with securities, financial markets and institutional account types * Excellent communication skills and experience with customer/client service * Project management experience, ability to adjust workload based on priority, and passion with process improvements * Responsible, accountable, detail-oriented and internally motivated Compensation: * $65,000 - $105,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience * Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: * 100% paid medical, dental and vision premiums for you and your qualifying dependents * A 50% 401(k) match, up to the IRS maximum * 20 days of PTO, plus 10 paid holidays * Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care * This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $65k-105k yearly Auto-Apply 38d ago
  • Institutional Client Operations Analyst

    Fisher Investments 3.9company rating

    Camas, WA jobs

    The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more! The Opportunity: The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets. The Day-to-Day: Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions Subject matter expert as it relates to international institutional funds and separately managed accounts Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations Coordinate with custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements Communicate detailed international institutional investor account information to senior members of the Company Aid the Institutional Client Operations Team Leader with the ongoing development of the team Your Qualifications: Bachelor's degree or equivalent combination of education/experience At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful Familiar with securities, financial markets and institutional account types Excellent communication skills and experience with customer/client service Project management experience, ability to adjust workload based on priority, and passion with process improvements Responsible, accountable, detail-oriented and internally motivated Compensation: $65,000 - $105,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $65k-105k yearly Auto-Apply 37d ago
  • Technical Operations Analyst

    XR Trading 4.5company rating

    Chicago, IL jobs

    XR Trading is a proprietary trading firm with employees in the Netherlands, UK and US. XR participates in a wide variety of marketplaces including global futures, equities, commodities, options, fixed income, and cryptocurrencies. Our culture emphasizes teamwork and focuses on continuous integration and test-driven development. Job Function & Responsibilities Oversee the operation and maintenance of our trading systems, guaranteeing continuity and stability in our production trading environment Develop automation tools to streamline operational processes, reducing overhead and enhancing efficiency Triage, prioritize and troubleshoot complex network and systems issues, ranging from low-level hardware to in-house software applications Work with development to improve the operational stability and functionality of existing and new trading systems Coordinate, plan, and execute firm-wide changes within a global change management framework Understand and account for the needs of all stakeholders On call coverage in a team rotation Support other key initiatives as the business dictates Location Employee must be a US citizen Work location in the US is generally flexible and subject to approval Education Bachelor's or Associate degree preferably in a technical area such as computer science or engineering Required Experience & Skills Exceptional communication and collaboration skills Extremely proficient in Python development, including aspects of application requirements, design, implementation and deployment A self-motivated personality with a passion for solving complex problems Proficient in Linux Strong organizational skills, ability to effectively plan and prioritize Understanding of networking concepts such as DNS, HTTP, TCP/IP, UDP, multicast and related protocols Can demonstrate a high level of initiative and the ability to quickly build trust with trading and technology Preferred Qualifications Experience supporting electronic trading systems Prior experience with Grafana or other data visualization tools Familiarity with Atlassian suite of products (Confluence, Jira, Bitbucket) Experience with Active Directory, Windows Server and Windows 11 Understanding of cybersecurity principles and best practices in operational environments Please note: only individuals whose qualifications match our current needs will be contacted for further screening and/or interviews. XR Trading does not hire candidates who are currently on a student visa or who now or in the future will require XR to sponsor them for employment visa. Thank you for your interest in XR Trading! Below is the expected base salary range for this position. This position is also eligible for an annual discretionary bonus as additional compensation as well as company benefits listed below. Base Salary Range $100,000 - $170,000 USD XR's Benefits Package 100% Employer-Paid Medical Coverage Dental Coverage Health Savings Account $50,000 Life Insurance Policy Short-term Disability Insurance Long-term Disability Insurance Employee Assistance Program Flexible Spending Accounts Dental Vision 401(k) Retirement Savings Plan XR matches 50 cents to every dollar employee contributes Pre-tax Transit Benefits $50 stipend for each month Annual reimbursement for bike sharing programs Paid Time Off Generous Annual Vacation and Sick Time Maternity, Paternity and Adoptive Parent Leave Continued Education Tuition Reimbursement for relevant Undergraduate and Graduate School 100% reimbursement for successful completion of qualifying Certificate Programs, CFA Exams, and Single Courses Anniversary Program 5 Years of Employment: 2 additional PTO days and a long-weekend trip for two to a local resort of your choice 10 & 20 Years of Employment: 6-Week Paid Sabbatical 15 Years of Employment: 3 additional PTO days and a long-weekend trip for two to a global destination of your choice Other XR Perks Option to Work Fully Remote Regularly Scheduled Company Sponsored Lunch Access to Building Gym Regular Corporate Events Book Club XR Super Week
    $50k-78k yearly est. 60d+ ago
  • Technical Operations Analyst

    XR Trading 4.5company rating

    Chicago, IL jobs

    XR Trading is a proprietary trading firm with employees in the Netherlands, UK and US. XR participates in a wide variety of marketplaces including global futures, equities, commodities, options, fixed income, and cryptocurrencies. Our culture emphasizes teamwork and focuses on continuous integration and test-driven development. Job Function & Responsibilities Oversee the operation and maintenance of our trading systems, guaranteeing continuity and stability in our production trading environment Coordinate, plan, and execute firm-wide changes within a global change management framework Providing end user support to employees in Chicago corporate office and abroad Install, configure, maintain and troubleshoot PC hardware and software User provisioning Providing support for conference room technologies Evaluating and recommending new hardware and software technologies or solutions Assist in procuring, managing, and maintaining technology inventory Support other key initiatives as the business dictates On call coverage in a team rotation Location Employee must be a US citizen Individual must live in the Chicagoland area and be able to commute daily to the XR Trading Chicago Office: 550 W Jackson Blvd Suite 1000 Chicago, IL 60661 Education Bachelor's or Associate degree preferably in a technical area such as computer science or engineering Required Experience & Skills Exceptional communication and collaboration skills Strong experience supporting and configuring Windows Server, Windows 11 Strong knowledge of Group Policy and Active Directory A self-motivated personality with a passion for solving complex problems Proficient in Linux Understanding of networking concepts such as DNS, HTTP, TCP/IP, UDP, and related protocols Passionate about technology Ability to manage projects independently Preferred Qualifications Intune management experience Previous mobile device management experience Familiarity with Atlassian suite of products (Confluence, Jira, Bitbucket) Familiar with SQL or similar relational database system Please note: only individuals whose qualifications match our current needs will be contacted for further screening and/or interviews. XR Trading does not hire candidates who are currently on a student visa or who now or in the future will require XR to sponsor them for employment visa. Thank you for your interest in XR Trading! Below is the expected base salary range for this position. This position is also eligible for an annual discretionary bonus as additional compensation as well as company benefits listed below. Base Salary Range $100,000 - $170,000 USD XR's Benefits Package 100% Employer-Paid Medical Coverage Dental Coverage Health Savings Account $50,000 Life Insurance Policy Short-term Disability Insurance Long-term Disability Insurance Employee Assistance Program Flexible Spending Accounts Dental Vision 401(k) Retirement Savings Plan XR matches 50 cents to every dollar employee contributes Pre-tax Transit Benefits $50 stipend for each month Annual reimbursement for bike sharing programs Paid Time Off Generous Annual Vacation and Sick Time Maternity, Paternity and Adoptive Parent Leave Continued Education Tuition Reimbursement for relevant Undergraduate and Graduate School 100% reimbursement for successful completion of qualifying Certificate Programs, CFA Exams, and Single Courses Anniversary Program 5 Years of Employment: 2 additional PTO days and a long-weekend trip for two to a local resort of your choice 10 & 20 Years of Employment: 6-Week Paid Sabbatical 15 Years of Employment: 3 additional PTO days and a long-weekend trip for two to a global destination of your choice Other XR Perks Option to Work Fully Remote Regularly Scheduled Company Sponsored Lunch Access to Building Gym Regular Corporate Events Book Club XR Super Week
    $50k-78k yearly est. 60d+ ago
  • Operations Analyst, Construction & Development Accounting

    Ventas 4.9company rating

    Louisville, KY jobs

    Ventas is a leading S&P 500 real estate investment trust focused on the longevity economy, with a $45 billion enterprise value and a portfolio of ~1,400 properties across North America and the UK. Its largest business is private-pay senior housing, which includes over 850 communities serving nearly 90,000 residents, alongside outpatient medical buildings, research centers, and healthcare facilities that meet the needs of an aging population. Backed by strong financial performance and a collaborative culture, Ventas is positioned at the intersection of real estate, healthcare, and innovation to help people live longer, healthier, happier lives. About the Role The Operations Analyst - Construction & Development (C&D) Accounting is responsible for overseeing financial and operational processes that support project tracking and spend management. This role focuses on accurate job set-up, vendor onboarding, invoice review, and continuous process improvement across the construction and development portfolio. The Analyst serves as a key liaison between accounting, project management, and business teams to ensure efficient and compliant operations that align with company policies and financial objectives. Key responsibilities include: Establish and maintain accurate job and category codes within the accounting system to align with corporate policies, project budgets and contract structures Partner with development and construction teams to validate project setup, funding sources, and budget allocations Monitor and reconcile job cost activity to ensure financial integrity throughout the project lifecycle Coordinate vendor setup and review vendor qualifications for compliance with company and regulatory standards Maintain accurate vendor master data and monitor updates related to payment terms, addresses, or banking information Serve as a resource to vendors and internal stakeholders regarding onboarding status, compliance issues, and payment inquiries Review and validate vendor invoices for accuracy, coding, and adherence to contractual and budgetary terms Coordinate invoice approvals with project managers and monitor workflow status to ensure timely payment Investigate and resolve discrepancies or disputes related to invoice amounts, coding, or documentation Evaluate current processes to identify opportunities for automation, standardization, and enhanced control Support projects to implement new systems, integrations, and automated workflows Develop and maintain detailed process documentation and training materials Partner with cross-functional teams to streamline reporting, approval, and compliance processes Track and report key operational and financial metrics to management Qualifications Bachelor's degree in Accounting, Finance, Business Administration, or related field 3+ years of experience in accounting or finance, preferably within construction, real estate development, or a project-based industry Must be located in Louisville, KY surrounding area or willing to relocate for the duration of employment Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations. Working knowledge of construction accounting software (Yardi preferred) Experience in job cost accounting, vendor and invoice management Strong analytical and problem-solving skills with attention to detail Excellent communication and interpersonal abilities for cross-functional collaboration Proficient in Excel and accounting systems; ability to analyze and reconcile large data sets Proven ability to identify process improvements and implement solutions Highly organized, deadline-driven, and adaptable in a dynamic environment Must be legally authorized to work in the United States without need for employer sponsorship now or in the future #LI-hybrid #LI-MB1 Ventas, Inc. offers a competitive compensation and benefits package to the successful candidate. Ventas, Inc. is an Equal Opportunity Employer. Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties.
    $44k-59k yearly est. Auto-Apply 42d ago
  • Operations Analyst (Client Relations Group) - Parametric

    Morgan Stanley 4.6company rating

    Seattle, WA jobs

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric' s hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Operations Department at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm's end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives. ABOUT THE ROLE The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. These positions are a part of our Client Relations Group (CRG) teams supporting key Client operational processes such as, Onboarding, Oversight, Billing, New Account and Client Activities. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It's well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved. Opportunities in multiple locations - Seattle, Boston, & Alpharetta - across various teams, including: Client Activities * Provide functional support to portfolio managers, traders, and portfolio administrators for Parametric portfolios and order management systems; ensuring daily activities, including client transactions, account maintenance, portfolio data reconciliation, and portfolio implementations are completed in a timely and efficient manner. New Account Activities * Establish prospect accounts in Parametric's portfolio accounting system (APX) for our portfolio managers to run optimizations on the client securities and cash. Onboarding * Responsible for ensuring daily new account onboarding activities, including verifying all account documentation is received and properly submitted for archiving, working with activity management teams on new account funding, setting up account feeds and other client activities are completed in a timely and efficient manner. Oversight * Perform verification checks on team's data entries to ensure accurate processing of information prior to daily trading deadlines, ensuring all account documentation is received and properly submitted for archiving Billing * Understand billing attributes and client relationships that drive revenue accrual and client invoicing and review of new accounts, changed accounts, and terminated accounts Responsibilities: * Work with internal and external stakeholders and other key points of contact in a professional manner * Research and resolve issues quickly and with a sense of urgency and accuracy, escalating to team leaders when appropriate * Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure * Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement * Complete assigned activities, cross-train when time allows, become a subject matter expert in your area * Ensure accurate documentation that demonstrates adherence to policies and procedures * Participate in opportunities for Ad-hoc project work to further learning, competency and career JOB REQUIREMENTS Primary Skills * Bachelor's degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree. * Experience working with Microsoft Office Suite, with strong proficiency in Excel. * Ability to manage high volumes of data under tight deadlines. * Strong organizational and time management skills * Detail-oriented and process driven with a strong focus on accuracy * Critical thinking, analytical, and problem-solving skills * Effective verbal and written communication skills * Self-motivated with the ability to work independently and collaborate within a team environment. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. MA: Expected base pay rates for the role will be between $60,000 ] and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $60k-90k yearly Auto-Apply 60d+ ago
  • Operations Analyst (Market Operations) - Parametric

    Morgan Stanley 4.6company rating

    Seattle, WA jobs

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit ********************** ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core holdings. This role is part of Parametric' s hybrid working model, which includes working in the office 3 days a week and choosing to work remotely or in the office the remaining days of the week. ABOUT THE TEAM The Operations Department at Parametric is comprised of skilled professionals responsible for ensuring the seamless execution of the firm's end-to-end operational processes. The team plays a critical role in supporting business functions by aligning daily production activities with broader organizational objectives. Core responsibilities include post trade operational activities subject to proper controls and procedures to deliver service that results in scale, efficiency, accuracy, and operational excellence across the firm. ABOUT THE ROLE The Operations Analyst role is a great opportunity for individuals interested in a career in financial operations, whether you are just starting out or looking to continue to grow. This position is a part of our Market Operations team supporting key operational processes such as trade settlement of multiple asset types and the reconciliation of many aspects of client portfolios including cost basis, impact of corporate actions, margin and collateral management. The role offers broad exposure to the operational side of investment management and provides a solid foundation for future growth within financial operations and the industry in general. It's well-suited for someone who is detail-oriented, eager to learn, has good problem-solving skills and the ability to identify processes that may be improved. Opportunities in multiple locations - Seattle, Boston, and Alpharetta - across various teams, including: Trade Settlement Identify problems that could delay the timely settlement of trades via trade confirmation review, failed trade reports, and clear communications with portfolio management, trading counterparties and custodians. Portfolio Reconciliation Perform problem solving activities via daily cash and position reconciliations between internal systems and various forms of custodians including banks, clearing brokers and counterparties. Corporate Actions Work with corporate action vendors and custodians to monitor the impact of corporate actions on client accounts. This includes dividends, mergers, stock splits and spin-offs; The timely and accurate capture of corporate actions is critical to successful portfolio management. RESPONSIBILITIES Work with internal and external stakeholders and other key points of contact in a professional manner Research and resolve issues quickly and with a sense of urgency and accuracy, escalating to team leaders when appropriate Communicate with internal and external contacts regularly to resolve issues, discuss improvements, convey status and confirm closure Identify areas for improvement and implement agreed upon solutions to support the desired environment of continuous improvement Complete assigned activities, cross-train when time allows, become a subject matter expert in your area Ensure accurate documentation that demonstrates adherence to policies and procedures Participate in opportunities for Ad-hoc project work to further learning, competency and career JOB QUALIFICATIONS PRIMARY SKILLS Bachelor's degree in finance, Accounting, Economics, or a related field preferred; relevant work experience may be considered in lieu of a degree. Experience working with Microsoft Office Suite, with strong proficiency in Excel. Ability to manage high volumes of data under tight deadlines. Strong organizational and time management skills Detail-oriented and process driven with a strong focus on accuracy Critical thinking, analytical, and problem-solving skills Effective verbal and written communication skills Self-motivated with the ability to work independently and collaborate within a team environment. Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Salary range for the position: $60,000-$90,000/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $60k-90k yearly Auto-Apply 60d+ ago
  • Investor Operations Analyst

    Magnetar Capital 4.6company rating

    Evanston, IL jobs

    The Investor Operations Analyst position offers a unique opportunity to gain hands-on exposure to how a leading alternative asset manager operates. Reporting to the Company's Head of Client Services, you'll play a key role in supporting the full investor lifecycle - from onboarding new investor accounts and managing capital activity flows to fielding ad hoc inquiries from investors and the Company's external administrator. This role is ideal for someone eager to build a foundational understanding of hedge fund structures, investor documentation, and fund operations, while learning directly from experienced profressionals across Finance, Legal, Compliance and Investor Relations. You'll gain a holistic view of how alternative investment funds are managed and what it takes to deliver a high quality client experience in a dynamic, fast-paced environment. Responsibilities Investor Account Onboarding: * Work with investors and the Company's external administrator to ensure full and complete documentation associated with prospective investor accounts (knowledge of AML / KYC best practices is a plus) * Oversee investor wires and ensure timely receipt / distribution of funds around subscription deadlines, capital calls, etc. * Book new accounts in the Company's CRM system and other applicable internal systems Manage Capital Activity: * Provide support for processing all subscriptions, transfers, distribution, calls and redemptions for the Firm's external facing funds * Maintain and reconcile investor data for tracking all pending and final capital activity * Understand and process investor legal documentation, including but not limited to Subscription, Redemption and Transfer Documents * Liaise with internal finance and accounting teams to ensure capital activity is properly booked across internal systems Investor Reporting & Communication: * Assist in the maintenance and distribution of various investor reports that are posted to the Company's investor portal or distributed via email * Help maintain investor reporting contacts and account details in the Company's CRM system * Assist in distribution of daily, weekly and monthly performance estimates and reports * Track and monitor various investor reporting obligations in conjunction with the Investor Relations team * Assist with ad hoc investor inquiries Internal Reporting: * Provide support to various departments in the Firm to facilitate business planning and capital flow projections * Assist in compiling investor & fund metrics for management committee reporting * Liaise with the external administrator to help facilitate FATCA compliance and various periodic and annual investor updates such as form ADV, BlueSky, Privacy Policy, etc * Liaise with the Compliance team and the external administrator on investor reporting and approvals * Provide support for key projection reports for the Compliance team and activity flows for the Marketing and Portfolio Finance teams Other/Misc: * Serve as the primary point of contact / liaison between the Company and its external administrator for general shareholder services management * Participate in and lead special and recurring projects and report results to senior management * Identify and improve internal processes * Design and implement control techniques including liaison with systems staff to develop and implement automated solutions * Assist in the testing and development of new processes and tools * Establish and maintain documentation for processes and procedures * Represent the Investor Operations team in working groups, attend meetings and participate on conference calls as required Qualifications * BA/BS with outstanding academic credentials * 1-3 years business experience in the financial industry. Prior experience in fund administration/shareholder services is preferred * Knowledgeable in trade instructions including subscription agreements, redemption notices, transfer agreements and letters of direction with either hedge fund or private equity investments * Strong attention to detail * Ability to balance multiple concurrent projects and prioritize work in a fast paced environment * Ability to communicate effectively with external clients * Superior problem solving skills with demonstrated initiative and ability to manage tasks and projects independently from start to finish * Flexibility and adaptability to handle changing priorities pertaining to work flow * Strong interest in furthering technological initiatives to streamline processes * Proven ability to work both independently and within a team * Strong analytical abilities * Proficient in Adobe Acrobat and Microsoft Office Suite (including Outlook, Excel, Word and PowerPoint) The annual base salary range for this position is $80,000 to $125,000 USD. The actual base salary will depend upon the candidate's relevant experience, qualifications, skills, business needs and market. This role may be eligible for a discretionary bonus and if awarded is based on a variety of factors including firm and individual performance.
    $80k-125k yearly Auto-Apply 12d ago
  • Corporate Security Operations Analyst II

    Interactive Brokers 4.8company rating

    Chicago, IL jobs

    Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in the office/2 days remote). About your team: The Corporate Security Analyst II will work under the Head of Corporate Security & Safety and support Interactive Brokers' Corporate Security systems, operations, and technology. What will be your responsibilities within IBKR: Monitor IBKR's access control system, investigate alarms, and initiate a response when necessary. Complete IBKR access badging operations (badge production, activations, deactivations, modifications, reclamations). Actively monitor the CCTV system by completing daily tours of site cameras, and report observed safety and security concerns. Complete visitor management requests and ensure adherence to visitor management protocols. Complete daily site walkthroughs. Observe, report, and document all unusual/unsafe activity, and take appropriate action as required. Assist with HR and Security investigations, specifically reviewing access records, CCTV, VPN, DHCP, and IP information. Assist with emergency response to safety and security events. Assist with office security upgrades and new site projects. Under the direction of the Head of Corporate Security, partner with IT and Networking on designing and implementing security systems infrastructure, including firewall rules, VPNs, intrusion detection/prevention systems, and access lists. Assist with preventative maintenance scheduling and timely troubleshooting of security systems and equipment. Explore opportunities to automate alerting of failing or disconnected security devices/systems. Explore integrating physical security systems with enterprise platforms (i.e., ServiceNow, DayForce). Complete other tasks as assigned in support of IBKR Corporate Security & Safety. Which skills are required: Bachelor's degree in a relevant field 3+ years of experience in physical security technology or a related field, specifically: Access Control, CCTV, Intrusion Detection, and Visitor Management systems Experience with Networking and Project Management Must pass a pre-employment background check. CPR and First Aid certified or willing to obtain after onboarding Strong interpersonal, organizational, and communication skills Accuracy and attention to detail Computer and Microsoft Office proficiency To be successful in this position, you will have the following: Self-motivated and able to handle tasks with minimal supervision. Superb analytical and problem-solving skills. Excellent collaboration and communication (Verbal and written) skills. Outstanding organizational and time management skills. Company Benefits & Perks Competitive salary, annual performance-based bonus and stock grant Retirement plan 401(k) with competitive company match Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium. Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP) Paid time off and a generous parental leave policy Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks Corporate events, including team outings, dinners, volunteer activities and company sports teams Education reimbursement and learning opportunities Modern offices with multi-monitor setups This role's anticipated base salary range is $75,000 to $90,000 annually based on skills and experience. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and stock award as well as a wide range of benefits, including health care, tuition reimbursement and much more"
    $75k-90k yearly 11d ago
  • Corporate Security Operations Analyst II

    Interactive Brokers 4.8company rating

    Chicago, IL jobs

    Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in the office/2 days remote). About your team: The Corporate Security Analyst II will work under the Head of Corporate Security & Safety and support Interactive Brokers' Corporate Security systems, operations, and technology. What will be your responsibilities within IBKR: Monitor IBKR's access control system, investigate alarms, and initiate a response when necessary. Complete IBKR access badging operations (badge production, activations, deactivations, modifications, reclamations). Actively monitor the CCTV system by completing daily tours of site cameras, and report observed safety and security concerns. Complete visitor management requests and ensure adherence to visitor management protocols. Complete daily site walkthroughs. Observe, report, and document all unusual/unsafe activity, and take appropriate action as required. Assist with HR and Security investigations, specifically reviewing access records, CCTV, VPN, DHCP, and IP information. Assist with emergency response to safety and security events. Assist with office security upgrades and new site projects. Under the direction of the Head of Corporate Security, partner with IT and Networking on designing and implementing security systems infrastructure, including firewall rules, VPNs, intrusion detection/prevention systems, and access lists. Assist with preventative maintenance scheduling and timely troubleshooting of security systems and equipment. Explore opportunities to automate alerting of failing or disconnected security devices/systems. Explore integrating physical security systems with enterprise platforms (i.e., ServiceNow, DayForce). Complete other tasks as assigned in support of IBKR Corporate Security & Safety. Which skills are required: Bachelor's degree in a relevant field 3+ years of experience in physical security technology or a related field, specifically: Access Control, CCTV, Intrusion Detection, and Visitor Management systems Experience with Networking and Project Management Must pass a pre-employment background check. CPR and First Aid certified or willing to obtain after onboarding Strong interpersonal, organizational, and communication skills Accuracy and attention to detail Computer and Microsoft Office proficiency To be successful in this position, you will have the following: Self-motivated and able to handle tasks with minimal supervision. Superb analytical and problem-solving skills. Excellent collaboration and communication (Verbal and written) skills. Outstanding organizational and time management skills. Company Benefits & Perks Competitive salary, annual performance-based bonus and stock grant Retirement plan 401(k) with competitive company match Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium. Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP) Paid time off and a generous parental leave policy Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks Corporate events, including team outings, dinners, volunteer activities and company sports teams Education reimbursement and learning opportunities Modern offices with multi-monitor setups This role's anticipated base salary range is $75,000 to $90,000 annually based on skills and experience. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and stock award as well as a wide range of benefits, including health care, tuition reimbursement and much more”
    $75k-90k yearly Auto-Apply 60d+ ago
  • Operations Analyst - CME Group, FanDuel FCM

    CME Group 4.4company rating

    Chicago, IL jobs

    You are joining a groundbreaking alliance between CME Group and FanDuel. We are launching a new joint venture: a non-clearing Futures Commission Merchant (FCM) designed to democratize access to financial markets. We are creating a platform where millions of customers can express views on the S&P 500, gold, or economic indicators with simple "yes" or "no" trades. We need an Operations Analyst who isn't just looking to run a process, but to help build and optimize the core operational systems for our new financial platform. What You'll Do * Build and execute the daily operational workflows for a newly established FCM, ensuring seamless account setups, exact trade submissions, and accurate end-of-day processing. * Serve as the primary escalation point for trade-related inquiries, bridging the gap between complex financial mechanics and the user experience to resolve issues rapidly. * Proactively identify friction points in the trade lifecycle and pilot new, scalable solutions to automate workflows as the platform grows from launch to mass adoption. * Collaborate across compliance, product, and technology teams to implement new product launches and ensure the FCM infrastructure supports high-frequency, event-based trading. * Utilize margin service tools and operational data to monitor risk and document comprehensive procedures that set the standard for this new market segment. What You'll Bring * Bachelor's degree in Business, Finance, or a related field. * A strong quantitative mindset with the ability to troubleshoot complex issues, manage trade data, and maintain high organizational standards in a regulated environment. * Advanced proficiency in Microsoft Office and Google Suite; experience with data manipulation or visualization tools is a strong plus. * Excellent written and verbal communication skills * A solid understanding of the trade lifecycle (clearing, settlement, T+1 workflows) and a genuine interest in Prediction Markets or Event Contracts, preferred * A self-motivated, collaborative individual suitable for a startup environment within a major enterprise, capable of adapting quickly as we launch new asset classes. What You'll Get * A supportive environment fostering career progression, continuous learning, and an inclusive culture. * Broad exposure to CME's diverse products, asset classes, and cross-functional teams. * A competitive salary and comprehensive benefits package. Learn more about our career opportunities here. This role is hybrid and will require a Sunday-Thursday shift as well as onsite 3 days a week in our Chicago office, with flexibility. #LI-hybrid CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay range for this role is $61,700-$102,900. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents. CME Group: Where Futures are Made CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic. Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.
    $61.7k-102.9k yearly 17d ago
  • Operations Analyst - CME Group, FanDuel FCM

    CME Group 4.4company rating

    Chicago, IL jobs

    You are joining a groundbreaking alliance between CME Group and FanDuel. We are launching a new joint venture: a non-clearing Futures Commission Merchant (FCM) designed to democratize access to financial markets. We are creating a platform where millions of customers can express views on the S&P 500, gold, or economic indicators with simple "yes" or "no" trades. We need an Operations Analyst who isn't just looking to run a process, but to help build and optimize the core operational systems for our new financial platform. What You'll Do * Build and execute the daily operational workflows for a newly established FCM, ensuring seamless account setups, exact trade submissions, and accurate end-of-day processing. * Serve as the primary escalation point for trade-related inquiries, bridging the gap between complex financial mechanics and the user experience to resolve issues rapidly. * Proactively identify friction points in the trade lifecycle and pilot new, scalable solutions to automate workflows as the platform grows from launch to mass adoption. * Collaborate across compliance, product, and technology teams to implement new product launches and ensure the FCM infrastructure supports high-frequency, event-based trading. * Utilize margin service tools and operational data to monitor risk and document comprehensive procedures that set the standard for this new market segment. What You'll Bring * Bachelor's degree in Business, Finance, or a related field. * A strong quantitative mindset with the ability to troubleshoot complex issues, manage trade data, and maintain high organizational standards in a regulated environment. * Advanced proficiency in Microsoft Office and Google Suite; experience with data manipulation or visualization tools is a strong plus. * Excellent written and verbal communication skills * A solid understanding of the trade lifecycle (clearing, settlement, T+1 workflows) and a genuine interest in Prediction Markets or Event Contracts, preferred * A self-motivated, collaborative individual suitable for a startup environment within a major enterprise, capable of adapting quickly as we launch new asset classes. What You'll Get * A supportive environment fostering career progression, continuous learning, and an inclusive culture. * Broad exposure to CME's diverse products, asset classes, and cross-functional teams. * A competitive salary and comprehensive benefits package. Learn more about our career opportunities here. This role is hybrid and will require a Tuesday-Saturday shift as well as onsite 3 days a week in our Chicago office, with flexibility. #LI-RP1 #LI-hybrid CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay range for this role is $61,700-$102,900. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents. CME Group: Where Futures are Made CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic. Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.
    $61.7k-102.9k yearly 17d ago
  • Technical Operations Analyst

    Parallel Partners 4.4company rating

    Chicago, IL jobs

    We are currently looking for a Technical Operations Analyst for a great opportunity in the Chicago Loop. The company is a proprietary trading firm with employees in the Netherlands, UK and US. The company participates in a wide variety of marketplaces including global futures, equities, commodities, options, fixed income, and cryptocurrencies. Their culture emphasizes teamwork and focuses on continuous integration and test-driven development. This position is 100% Onsite. Technical Operations Analyst Responsibilities - Oversee the operation and maintenance of our trading systems, guaranteeing continuity and stability in our production trading environment. - Coordinate, plan, and execute firm-wide changes within a global change management framework. - Providing end user support to employees in Chicago corporate offices and abroad. - Install, configure, maintain and troubleshoot PC hardware and software. - User provisioning. - Providing support for conference room technologies. - Evaluating and recommending new hardware and software technologies or solutions. - Assist in procuring, managing, and maintaining technology inventory. - Support other key initiatives as the business dictates. - On call coverage in a team rotation. Qualifications Technical Operations Analyst Qualifications: - Need a bachelor's or associate degree, preferably in a technical area such as computer science or engineering. - Exceptional communication and collaboration skills. - Strong experience supporting and configuring Windows Server, Windows 11. - Strong knowledge of Group Policy and Active Directory. - A self-motivated personality with a passion for solving complex problems. - Proficient in Linux. - Understanding of networking concepts such as DNS, HTTP, TCP/IP, UDP, and related protocols. - Passionate about technology. - Ability to manage projects independently. Technical Operations Analyst Preferred Qualifications: - Intune management experience. - Previous mobile device management experience. - Familiarity with Atlassian suite of products (Confluence, Jira, Bitbucket). - Familiar with SQL or similar relational database system. Benefits include medical, dental, vision, health savings account, life insurance policy, short-term/long-term disability insurance, employee assistance program, etc. Salary: 100K-170K Keywords: Chicago IL Jobs, Technical Operations Analyst, Linux, Windows Server, Group Policy, Active Directory, DNS, HTTP, TCP/IP, UDP, Atlassian, Confluence, Jira, Bitbucket, SQL, Trading, Financial, Chicago Recruiters, Information Technology Jobs, IT Jobs, Chicago Recruiting Looking to hire a Technical Operations Analyst in Chicago, IL or in other cities? Our IT recruiting agencies and staffing companies can help. We help companies that are looking to hire Technical Operations Analysts for jobs in Chicago, Illinois and in other cities too. Please contact our IT recruiting agencies and IT staffing companies today! Additional Information Please check out all of our jobs at ******************************* and ********************************
    $50k-78k yearly est. 2h ago
  • Operational Risk Analyst

    Russell Investments 4.5company rating

    Seattle, WA jobs

    Business Unit:Compliance, Risk and Internal Audit Salary Range:$64,000 USD - $82,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. Job Description: Every day, we seek to improve financial security for people. As part of our continued efforts to enhance risk management practices, we are seeking a dynamic and detail-oriented Operational Risk Analyst with robust project management capabilities to join our team. As a member of the Operational Risk team, you'll be part of a collaborative and purpose-driven group that values integrity, innovation, and impact. This role blends core risk management responsibilities with hands-on project leadership, offering a unique opportunity to shape and strengthen our operational resilience. Responsibilities Conduct and facilitate operational risk activities, including risk assessments, control documentation and testing, event analysis, and remediation tracking. Lead and coordinate cross-functional projects, ensuring timely delivery of risk initiatives through effective planning, execution, and stakeholder engagement. Develop and maintain project plans, including scope definition, milestone tracking, and status reporting. Produce accurate operational risk reports for internal and external stakeholders on both scheduled and ad hoc bases. Support risk governance activities, including committee coordination and presentation development. Partner with business units to identify, assess, and mitigate operational risks, fostering a culture of proactive risk awareness. Demonstrable skills and experiences required: Bachelor's degree in Business Management, Finance, Accounting, or a related discipline. 3-5 years of experience in Financial Services, with exposure to operational risk or enterprise risk management. Demonstrated success in managing complex projects from initiation to completion, preferably within a risk or compliance environment. Familiarity with GRC platforms such as MetricStream is a plus. Exceptional communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization. Strong organizational and time management skills, with a track record of delivering results independently and within teams. Analytical mindset with keen problem-solving abilities and sound judgment Proactive approach to prioritization, multitasking, and continuous improvement This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future. Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.
    $64k-82k yearly Auto-Apply 31d ago
  • Fraud Operations Analyst

    Centier Bank 4.0company rating

    Merrillville, IN jobs

    Starting Pay Rate is Based on Experience - Minimum Hourly Rate: $19.00 Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars? What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE. Supervisory Responsibilities: None Job Summary: The primary purpose of this job is to detect and mitigate fraud activity using various technologies to prevent fraud losses and recover funds when possible. The Fraud Operations Analyst will work with other business units and make recommendations to prevent fraud losses when gaps are identified. In addition, this position will also be responsible for properly documenting and reporting fraud trends, potential and actual losses. Essential functions and responsibilities: Independently analyze and respond to alerts and reports received from multiple sources including fraud detection software, to detect and evaluate suspicious and fraudulent transactions. Perform transaction review of Mobile and ATM deposits to identify fraudulent transactions or high-risk transactions that raise additional risk of loss to the bank. Create and update cases within the case management system, maintain thorough and accurate case notes. Escalate cases to the Fraud Operations Investigator, Coordinator, and FIU as appropriate. Work with the Associates and Managers on incidents and/or allegations of fraud involving any new or existing accounts set up in the bank. Research information and leads received via email, phone, or other referrals from business units. Ensure proper action is taken to limit potential fraud losses when suspicious or fraudulent activity is identified. Place appropriate holds on accounts identified as having potentially fraudulent issues Determine when to close accounts for fraudulent or inappropriate activity. Apply and document restitutions received from various channels Practice good judgement and sound reasoning when working directly with others, both internally and externally, regarding potentially fraudulent activities. Effectively gather information and evidence from multiple sources, including system data, transaction records, online sources, interviews, and other channels. Independently conduct research to obtain information through available means including internal and external databases, and online resources. Provide well-documented results of research and analysis of data to Management. Represent the department professionally in talking to internal and external customers. Contribute to the planning, research, design, development, and implementation of process enhancements to improve work performance efficiencies. Develop and maintain procedure manuals for the position Work toward becoming a fraud subject matter expert while developing and maintaining excellent working relationships with other business units. Have knowledge of applicable laws, regulations, policies, and procedures applicable and ensure business and operational activities are consistent and compliant with all requirements. Maintain up to date with current fraud trends in the financial services industry. Look at Training opportunities, that will enhance knowledge of systems we utilize or may improve efficiency. At minimum, one per quarter. Assist with preparing and delivering fraud training and assist with fraud awareness and loss prevention efforts. Knowledge, Skills, and Abilities: Display strong analytical and critical thinking skills Ability to handle large volumes of work without sacrificing quality. Ability to make decisions and think out of the box when faced with obstacles. Perform duties with attention to detail; high level of accuracy. Experience analyzing multiple streams of data to draw conclusion and/or take actions Strong time management skills during busy and slower periods throughout the day. Strong communication skills including the ability to have tough conversations when needed. Proficiency with MS Office required (advanced levels of Excel preferred) Strong Windows based PC skills required Excellent oral and written communication skills, problem solving, and decision-making skills Minimum Qualifications: High School Diploma; Bachelor's or Associate's degree (will consider the equivalent in experience in lieu of degree) 2+ years of experience in financial services Working knowledge of current bank fraud investigative techniques and/or systems What do I do now? Apply with us! Refer this opening to others! Disability Accommodation Statement Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at ************ or send us an email at *********************. Equal Opportunity Employer: Disability/Veteran Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. Member FDIC
    $19 hourly Auto-Apply 19d ago
  • Junior Climate Analyst

    Standard Chartered 4.8company rating

    Indiana jobs

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * We are in search of a highly driven and meticulous individual to become a part of our Credit Allied Risk Assessment team in the capacity of an Analyst. This position entails the responsibility of conducting assessments that encompass Climate Risk, ESG & Reputational Risk, as well as any additional ESG-related Risk that become pertinent in the future. The analyst will be tasked with collecting pertinent data from reliable sources, disclosures, annual reports, and interactions with Relationship Managers / Credit Analysts / clients to deliver an analytical evaluation of the client's risk and opportunities assessment for Credit Risk considerations while adhering to ESGR policy frameworks and in line with Group's Position Statement Business * To provide insightful, relevant, succinct, and timely Credit Allied Risk Assessment for a portfolio of SCB's Corporate & Investment Banking (CIB) Clients (Existing and New to bank). This includes the responsibility for: * Assisting the Relationship Managers (RM) and Credit Analysts (CA) referred as "CIB Coverage team" in preparation for client discussions regarding Credit Allied Risk Assessments and collection of data necessary for conducting precise and well-informed evaluations in the credit decision-making process. * Regular interaction with business and front-line teams will be a core component of the role. This involves helping the business navigate ESG & Reputational Risk requirements of the Bank and providing guidance on client situations. * The responsibilities include evaluating the portfolio in relation to various industries and geographical regions, as the focus may shift periodically. Insightful: Credit Allied Risk analysis should provide a current and forward-looking focused opinion on the Clients' engagement and participation in the Climate Change and ESG agenda, considering the industry / geographic context together with a calibrated articulation of key risks and potential mitigants thereto. Relevant: As well as a holistic counterparty assessment, analysis should comment on elements relevant to SCB's own Climate, ESG & Reputational Risk-related priorities e.g. "High-emitting Sectors" adhering to position statements to allow the RMs to engage with clients effectively. Succinct: It is essential for the analysis to offer sufficient granularity to validate its conclusions and observations, while presenting opinions in a clear and succinct format as much as possible. Timely: While maintaining attention on new deals / clients and the designated annual review cycle, it is necessary to perform analyses in instances where substantial new trigger events are assessed in alignment with policies and standards. Additionally, relevant summary analyses should be generated and shared promptly. The analyst will support Business Credit Application (BCA) submission through: * Timely completion of the Credit Allied Risk Assessments for integration with the BCA (where in scope) * Active partnership with CIB Coverage team in completion of Risk Profile, as well as proposed Covenants and Risk Triggers related to Credit Allied Risk assessments * While RMs and Credit Analysts will maintain overall responsibility for the consistency and coherence of the entire BCA package submitted to Risk, the Credit Allied Risk Team will take on the duty of addressing and responding to any inquiries or questions from Credit Officers concerning the assessments they carry out. Other Responsibilities * Embed Here for good and Group's brand and values in ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats) Processes Timely drafting of Credit Allied Assessment in line with defined KPI's to contribute completion of Credit Risk process: * Analyse the dynamics and nature of the Client's industry, including key ESG & Reputational Risk aspects * Analyse the management strength, experience and track record, corporate governance and Climate Risk disclosures & ESG related disclosures * Articulate the Client's Climate & ESG Risk strategy and an assessment of its clarity and associated execution risks * Analyse creditability of Client's Transition Plan based on available disclosures * Assess against the scoping criteria to conduct descoping process * Assess Client's current Climate Risk score, their past performance in meeting Climate-related commitments and their future execution plans * Assess other pertinent risk aspects associated with Climate change, including country risk, parental and/or governmental linkage/support or policies * Analyse the key asset locations of the client to furnish an accurate assessment of the Client's physical risk exposure based on internal/external modelling data * Assess adverse media, disclosures, etc that could lead to elevated reputational risk, identify mitigants and determine the need for further reputational risk assessment for clients in sensitive sectors * Engage with Net Zero, Sustainable Finance and Transition Finance teams to identify potential opportunities for clients to improve their own Climate and ESG performance * Assist with portfolio-level analysis of Climate, ESG & Reputational risks. * Prepare and conduct client base outreach to frontline for New and Existing to Bank clients. People & Talent * Support Lead and others in the team on ad hoc projects, strategic initiatives and exercises aimed at improving or enhancing the team's activities * Continually strive to share key relevant knowledge and learnings with others across the team and other key stakeholders, including RM and CA teams * Provide Credit Allied Risks specific coaching to newer or less experienced members of the team Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. * Serve as a Director of the Board * Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Key stakeholders Internal: * Relationship Managers (Field Account Managers and Global Account Managers) * Credit Analyst / Heads (Country/Region/Hub) * ESGR Client Risk Management * ESG Navigator Technology Team * Environmental and Social Risk Management Team * Global Sustainable Finance Team * ESG and Reputational Risk Team * Net Zero Team * Legal, Audit and Compliance, where relevant * Product/Process owners * Assurance Testing (CST) External: * Clients, where relevant * Market Data Services providers i.e. S&P, CDP etc. Qualifications * University degree related to Finance, Sustainability, Industry specialization, Climate science or Environmental studies * Experience in Credit/Climate/ESG risk assessment or management * Relevant prior work experience (ideally finance experience post university). Applicants that have non-financial services industry experience will be considered if from a sector where the Bank has a Position Statement * Analytical skills to conduct comprehensive research on client E&S, Climate and Reputational risk performance * Problem-solving mindset and the ability to provide well thought through solutions based on data analysis * Strong communication skills and engaging disposition to work closely with Credit Analysts across SCB markets to ensure accurate understanding of client operations * Awareness of E&S Governance, including industry specific standards & Climate risk aspects * Global awareness of E&S trends to examine and detect trends at industry/regional level * Certifications related to Climate, ESG will be added advantag Experience & Skills: * Minimum of 2+ years' relevant experience gained either in banking or other financial institutions in ESG/Climate or Credit risk-related roles * Strong analytical ability, focused on the assessment and calibration of Credit Allied Risks * Familiarity with sustainability reporting frameworks and standards (e.g., TCFD, CDP, GHG accounting) for reporting climate-related risks and strategies * Understanding of how climate risks translate into financial risks (e.g., asset valuation, revenue impact) and experience integrating climate risk into financial models * Strong ability to provide meaningful and constructive feedback based on policy or guidance requirements * Strong verbal and written communication skills, with proven ability to work across cultures and within a dynamic environment * Capacity to stay informed about the latest developments in climate science, technology, and policy, and adapt strategies accordingly * Able to hold credible dialogue at all levels of the organisation, as well as with clients * Well organized, able to multi-task and balance competing demands * Can work in a collaborative environment, a faster learner and demonstrates a "can do" attitude. Skills and Experience * ESG regulations * Knowledge in climate related financial risks * Climate Models About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $53k-73k yearly est. 13d ago
  • Junior Climate Analyst

    Standard Chartered 4.8company rating

    Indiana jobs

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * We are in search of a highly driven and meticulous individual to become a part of our Credit Allied Risk Assessment team in the capacity of an Analyst. This position entails the responsibility of conducting assessments that encompass Climate Risk, ESG & Reputational Risk, as well as any additional ESG-related Risk that become pertinent in the future. The analyst will be tasked with collecting pertinent data from reliable sources, disclosures, annual reports, and interactions with Relationship Managers / Credit Analysts / clients to deliver an analytical evaluation of the client's risk and opportunities assessment for Credit Risk considerations while adhering to ESGR policy frameworks and in line with Group's Position Statement Business To provide insightful, relevant, succinct, and timely Credit Allied Risk Assessment for a portfolio of SCB's Corporate & Investment Banking (CIB) Clients (Existing and New to bank). This includes the responsibility for: * Assisting the Relationship Managers (RM) and Credit Analysts (CA) referred as "CIB Coverage team" in preparation for client discussions regarding Credit Allied Risk Assessments and collection of data necessary for conducting precise and well-informed evaluations in the credit decision-making process. * Regular interaction with business and front-line teams will be a core component of the role. This involves helping the business navigate ESG & Reputational Risk requirements of the Bank and providing guidance on client situations. * The responsibilities include evaluating the portfolio in relation to various industries and geographical regions, as the focus may shift periodically. Insightful: Credit Allied Risk analysis should provide a current and forward-looking focused opinion on the Clients' engagement and participation in the Climate Change and ESG agenda, considering the industry / geographic context together with a calibrated articulation of key risks and potential mitigants thereto. Relevant: As well as a holistic counterparty assessment, analysis should comment on elements relevant to SCB's own Climate, ESG & Reputational Risk-related priorities e.g. "High-emitting Sectors" adhering to position statements to allow the RMs to engage with clients effectively. Succinct: It is essential for the analysis to offer sufficient granularity to validate its conclusions and observations, while presenting opinions in a clear and succinct format as much as possible. Timely: While maintaining attention on new deals / clients and the designated annual review cycle, it is necessary to perform analyses in instances where substantial new trigger events are assessed in alignment with policies and standards. Additionally, relevant summary analyses should be generated and shared promptly. The analyst will support Business Credit Application (BCA) submission through: * Timely completion of the Credit Allied Risk Assessments for integration with the BCA (where in scope) * Active partnership with CIB Coverage team in completion of Risk Profile, as well as proposed Covenants and Risk Triggers related to Credit Allied Risk assessments * While RMs and Credit Analysts will maintain overall responsibility for the consistency and coherence of the entire BCA package submitted to Risk, the Credit Allied Risk Team will take on the duty of addressing and responding to any inquiries or questions from Credit Officers concerning the assessments they carry out. Other Responsibilities * Embed Here for good and Group's brand and values in ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats). Processes Timely drafting of Credit Allied Assessment in line with defined KPI's to contribute completion of Credit Risk process: * Analyse the dynamics and nature of the Client's industry, including key ESG & Reputational Risk aspects * Analyse the management strength, experience and track record, corporate governance and Climate Risk disclosures & ESG related disclosures * Articulate the Client's Climate & ESG Risk strategy and an assessment of its clarity and associated execution risks * Analyse creditability of Client's Transition Plan based on available disclosures * Assess against the scoping criteria to conduct descoping process * Assess Client's current Climate Risk score, their past performance in meeting Climate-related commitments and their future execution plans * Assess other pertinent risk aspects associated with Climate change, including country risk, parental and/or governmental linkage/support or policies * Analyse the key asset locations of the client to furnish an accurate assessment of the Client's physical risk exposure based on internal/external modelling data * Assess adverse media, disclosures, etc that could lead to elevated reputational risk, identify mitigants and determine the need for further reputational risk assessment for clients in sensitive sectors * Engage with Net Zero, Sustainable Finance and Transition Finance teams to identify potential opportunities for clients to improve their own Climate and ESG performance * Assist with portfolio-level analysis of Climate, ESG & Reputational risks. * Prepare and conduct client base outreach to frontline for New and Existing to Bank clients. People & Talent * Support Lead and others in the team on ad hoc projects, strategic initiatives and exercises aimed at improving or enhancing the team's activities * Continually strive to share key relevant knowledge and learnings with others across the team and other key stakeholders, including RM and CA teams * Provide Credit Allied Risks specific coaching to newer or less experienced members of the team Qualifications Qualifications: * University degree related to Finance, Sustainability, Industry specialization, Climate science or Environmental studies * Experience in Credit/Climate/ESG risk assessment or management * Relevant prior work experience (ideally finance experience post university). Applicants that have non-financial services industry experience will be considered if from a sector where the Bank has a Position Statement * Analytical skills to conduct comprehensive research on client E&S, Climate and Reputational risk performance * Problem-solving mindset and the ability to provide well thought through solutions based on data analysis * Strong communication skills and engaging disposition to work closely with Credit Analysts across SCB markets to ensure accurate understanding of client operations * Awareness of E&S Governance, including industry specific standards & Climate risk aspects * Global awareness of E&S trends to examine and detect trends at industry/regional level * Certifications related to Climate, ESG will be added advantage Skills and Experience Experience & Skills: * Minimum of 2+ years' relevant experience gained either in banking or other financial institutions in ESG/Climate or Credit risk-related roles * Strong analytical ability, focused on the assessment and calibration of Credit Allied Risks * Familiarity with sustainability reporting frameworks and standards (e.g., TCFD, CDP, GHG accounting) for reporting climate-related risks and strategies * Understanding of how climate risks translate into financial risks (e.g., asset valuation, revenue impact) and experience integrating climate risk into financial models * Strong ability to provide meaningful and constructive feedback based on policy or guidance requirements * Strong verbal and written communication skills, with proven ability to work across cultures and within a dynamic environment * Capacity to stay informed about the latest developments in climate science, technology, and policy, and adapt strategies accordingly * Able to hold credible dialogue at all levels of the organisation, as well as with clients * Well organized, able to multi-task and balance competing demands * Can work in a collaborative environment, a faster learner and demonstrates a "can do" attitude. Role Specific Technical Skills And Competencies And Proficiency Levels * ESG regulations * Knowledge in climate related financial risks * Climate Models About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $53k-73k yearly est. 13d ago
  • Junior Climate Analyst

    Standard Chartered 4.8company rating

    Indiana jobs

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: We are in search of a highly driven and meticulous individual to become a part of our Credit Allied Risk Assessment team in the capacity of an Analyst. This position entails the responsibility of conducting assessments that encompass Climate Risk, ESG & Reputational Risk, as well as any additional ESG-related Risk that become pertinent in the future. The analyst will be tasked with collecting pertinent data from reliable sources, disclosures, annual reports, and interactions with Relationship Managers / Credit Analysts / clients to deliver an analytical evaluation of the client's risk and opportunities assessment for Credit Risk considerations while adhering to ESGR policy frameworks and in line with Group's Position Statements Key Responsibilities Strategy See Business Business To provide insightful, relevant, succinct, and timely Credit Allied Risk Assessment for a portfolio of SCB's Corporate & Investment Banking (CIB) Clients (Existing and New to bank). This includes the responsibility for: * Assisting the Relationship Managers (RM) and Credit Analysts (CA) referred as "CIB Coverage team" in preparation for client discussions regarding Credit Allied Risk Assessments and collection of data necessary for conducting precise and well-informed evaluations in the credit decision-making process. * Regular interaction with business and front-line teams will be a core component of the role. This involves helping the business navigate ESG & Reputational Risk requirements of the Bank and providing guidance on client situations. * The responsibilities include evaluating the portfolio in relation to various industries and geographical regions, as the focus may shift periodically. * Insightful: Credit Allied Risk analysis should provide a current and forward-looking focused opinion on the Clients' engagement and participation in the Climate Change and ESG agenda, considering the industry / geographic context together with a calibrated articulation of key risks and potential mitigants thereto. * Relevant: As well as a holistic counterparty assessment, analysis should comment on elements relevant to SCB's own Climate, ESG & Reputational Risk-related priorities e.g. "High-emitting Sectors" adhering to position statements to allow the RMs to engage with clients effectively. * Succinct: It is essential for the analysis to offer sufficient granularity to validate its conclusions and observations, while presenting opinions in a clear and succinct format as much as possible. * Timely: While maintaining attention on new deals / clients and the designated annual review cycle, it is necessary to perform analyses in instances where substantial new trigger events are assessed in alignment with policies and standards. Additionally, relevant summary analyses should be generated and shared promptly. The analyst will support Business Credit Application (BCA) submission through: * Timely completion of the Credit Allied Risk Assessments for integration with the BCA (where in scope) * Active partnership with CIB Coverage team in completion of Risk Profile, as well as proposed Covenants and Risk Triggers related to Credit Allied Risk assessments * While RMs and Credit Analysts will maintain overall responsibility for the consistency and coherence of the entire BCA package submitted to Risk, the Credit Allied Risk Team will take on the duty of addressing and responding to any inquiries or questions from Credit Officers concerning the assessments they carry out. Processes Timely drafting of Credit Allied Assessment in line with defined KPI's to contribute completion of Credit Risk process: * Analyse the dynamics and nature of the Client's industry, including key ESG & Reputational Risk aspects * Analyse the management strength, experience and track record, corporate governance and Climate Risk disclosures & ESG related disclosures * Articulate the Client's Climate & ESG Risk strategy and an assessment of its clarity and associated execution risks * Analyse creditability of Client's Transition Plan based on available disclosures * Assess against the scoping criteria to conduct descoping process * Assess Client's current Climate Risk score, their past performance in meeting Climate-related commitments and their future execution plans * Assess other pertinent risk aspects associated with Climate change, including country risk, parental and/or governmental linkage/support or policies * Analyse the key asset locations of the client to furnish an accurate assessment of the Client's physical risk exposure based on internal/external modelling data * Assess adverse media, disclosures, etc that could lead to elevated reputational risk, identify mitigants and determine the need for further reputational risk assessment for clients in sensitive sectors * Engage with Net Zero, Sustainable Finance and Transition Finance teams to identify potential opportunities for clients to improve their own Climate and ESG performance * Assist with portfolio-level analysis of Climate, ESG & Reputational risks. * Prepare and conduct client base outreach to frontline for New and Existing to Bank clients. People & Talent * Support Lead and others in the team on ad hoc projects, strategic initiatives and exercises aimed at improving or enhancing the team's activities * Continually strive to share key relevant knowledge and learnings with others across the team and other key stakeholders, including RM and CA teams * Provide Credit Allied Risks specific coaching to newer or less experienced members of the team Risk Management See business section Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key stakeholders Internal: * Relationship Managers (Field Account Managers and Global Account Managers) * Credit Analyst / Heads (Country/Region/Hub) * ESGR Client Risk Management * ESG Navigator Technology Team * Environmental and Social Risk Management Team * Global Sustainable Finance Team * ESG and Reputational Risk Team * Net Zero Team * Legal, Audit and Compliance, where relevant * Product/Process owners * Assurance Testing (CST) External: * Clients, where relevant * Market Data Services providers i.e. S&P, CDP etc. Qualifications Key Requirements: * University degree related to Finance, Sustainability, Industry specialization, Climate science or Environmental studies * Experience in Credit/Climate/ESG risk assessment or management * Relevant prior work experience (ideally finance experience post university). Applicants that have non-financial services industry experience will be considered if from a sector where the Bank has a Position Statement * Analytical skills to conduct comprehensive research on client E&S, Climate and Reputational risk performance * Problem-solving mindset and the ability to provide well thought through solutions based on data analysis * Strong communication skills and engaging disposition to work closely with Credit Analysts across SCB markets to ensure accurate understanding of client operations * Awareness of E&S Governance, including industry specific standards & Climate risk aspects * Global awareness of E&S trends to examine and detect trends at industry/regional level * Certifications related to Climate, ESG will be added advantage Experience & Skills: * Minimum of 2+ years' relevant experience gained either in banking or other financial institutions in ESG/Climate or Credit risk-related roles * Strong analytical ability, focused on the assessment and calibration of Credit Allied Risks * Familiarity with sustainability reporting frameworks and standards (e.g., TCFD, CDP, GHG accounting) for reporting climate-related risks and strategies * Understanding of how climate risks translate into financial risks (e.g., asset valuation, revenue impact) and experience integrating climate risk into financial models * Strong ability to provide meaningful and constructive feedback based on policy or guidance requirements * Strong verbal and written communication skills, with proven ability to work across cultures and within a dynamic environment * Capacity to stay informed about the latest developments in climate science, technology, and policy, and adapt strategies accordingly * Able to hold credible dialogue at all levels of the organisation, as well as with clients * Well organized, able to multi-task and balance competing demands * Can work in a collaborative environment, a faster learner and demonstrates a "can do" attitude. Skills and Experience * ESG regulations * Knowledge in climate related financial risks * Climate Models About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $53k-73k yearly est. 14d ago
  • Insurance Analyst Intern

    Valmark Financial Group 4.1company rating

    Saint Paul, MN jobs

    Join Our Team! At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of 2022, 2021, and 2020's Top Workplaces in Northeast Ohio! Job Summary: The Insurance Analyst Intern will support the PMC team out of Valmark's St. Paul, MN office and the company's clients in three specific areas including data management, communication with product companies, and operations management. This paid opportunity offers free parking in a heated garage with the experience of working in the Twin Cities and the flexibility that allows you to work around your school schedule. It will also support a wide variety of networking opportunities; insurance, technology, marketing, underwriting, and investments; and the ability to build experience in a growing business unit while discovering your own passions in the financial services industry. Essential Functions and Responsibilities: Data Management: Gather necessary information from various sources including product companies, Valmark's clients, internal sources, and technology data feeds Set-up the insurance policy in the policy management system, input specific data points, archive documents, and manage policy information Ensure the completeness and accuracy of new and existing data in the systems Communication with Insurance Companies: Obtain supporting information to aid in the review and analysis of active life insurance policies Request current and updated policy information from insurance companies, including policy status, quotes, forms, and transaction history Facilitate the completion of service requests from Valmark's clients Operations Management: Streamline business operations, tasks, activities, workflows, and processes Leverage various technology tools to manage data and policy information Identify opportunities to enhance customer experience and policy management services Related Qualities: Our ideal candidate has the following qualities: • Interest in working in the financial services industry • Strong problem-solving and critical thinking skills • Aptitude to learn technology and apply technology to solve business problems • Proficiency with Excel and Windows-based software Requirements: Must be currently enrolled in college seeking a degree.
    $34k-55k yearly est. 60d+ ago
  • Operational Risk Analyst

    Mascoma Bank 3.6company rating

    White River Junction, VT jobs

    Join Mascoma Bank's Operations Team as an Operational Risk Analyst and help us improve our clients' financial being! At Mascoma Bank, we strive for operational excellence as we enhance the lives of our customers and communities. The Operational Risk Analyst is responsible for researching, analyzing, and reporting operational risk for both retail and operations. This position will work closely with, deposit operations, fraud, retail, risk, compliance, and other departments as needed in order to collect, identify, and resolve procedural and process gaps. This person will also work with the Director of Operational Risk to collect accurate data and reporting to create and manage risk matrix and dashboards. Requirements Work directly with the Director of Operational Risk to identify, current and new policies and procedures that need to be updated based off risk findings UAT testing of drafted procedures for both retail and operations to ensure successful end to end testing before full implementation while working closely with project managers, product owners and other key stakeholders Work with business lines for process mapping for development and implementation of new systems/releases Complete daily and ongoing operational risk research and report findings, escalations, presentations to the Director of Operational Risk Works closely with the reporting analyst team to create and generate accurate and reportable data to be used to identify KRI's and dashboards Works with the Quality Assurance Team to assist in testing and collaborate on process improvement and remediation Consult and collaborate with a variety of internal stakeholders to better understand the business requirements, processes, product needs and alternative solutions Be involved in the execution of projects, processes and initiatives that encompass all aspects of Mascoma Bank's business objectives and strategies Assess retail and deposit operations to identify issues in projects, processes and new initiatives and prepare impact assessments on your findings Collaborate with the Director of Operational Risk to collectively think of innovative ideas that drive business through technology Build and utilize working relationships with internal business partners across the Bank Be a change leader as Mascoma Bank continues to adapt to new and exciting ways of delivering new products Work Location: This position will be remote in VT or NH, with the ability to travel on-site to White River Junction, VT as needed. What You Bring 3-5 years of banking experience Associates' degree or equivalent years of relevant work experience. Ability to use technology comfortably in daily operations and adopt new software or hardware systems that support a continually changing environment. Experience with Power BI, or other data analysis programs Analytical skills that allow for the development of data-driven reports? Must have experience working with Salesforce. General knowledge of business operations, objectives, strategies, process and information flow Flexible and adaptable to changing priorities. Must be able to manage multiple projects and be task oriented. Good interpersonal communication Must maintain confidentiality and privacy Professional appearance; grooming and dress consistent with MB appearance policy If you are interested in the role and do not meet 100% of the requirements, we are still interested in hearing from you! Why Mascoma Bank? Strong culture of belonging with a team that values creativity, new perspectives and innovation. Community first minded. We care about our employees and the communities we serve. Competitive compensation. Flexible work environment with onsite, remote and hybrid opportunities. Career development and internal career mentorship. Comprehensive health care, dental care, and vision. 401(K) Program: 4% safe harbor employer match on top of 5% non-elective contributions following one year of service. Generous PTO starting at 22 days per year, not including 11 paid holidays and 16 hrs. of Volunteer Time Off. Tuition Reimbursement. Student Loan Paydown and so much more! Background and Credit Check As part of our commitment to maintaining a secure financial institution, all final candidates will be required to successfully complete background and credit screenings as part of the hiring process. These screenings will be conducted in accordance with applicable laws and industry regulations. Please note: Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, taking into account their relevance to the role and any regulatory requirements. Our Commitment to Belonging! The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves. Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request reasonable accommodations, please contact ***********************. Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V. Salary Description $23.21 - 27.74/hour
    $23.2-27.7 hourly 2d ago

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