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Program Analyst jobs at The PNC Financial Services Group - 56 jobs

  • Business Analyst - PNC Wealth Management

    PNC Financial Services Group, Inc. 4.4company rating

    Program analyst job at The PNC Financial Services Group

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Analyst within PNC Wealth Management, you will be based in Cleveland, OH at the 1900 E. 9th Street location. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Conducts research; collects and interprets business requirements, and participates in the development and review of processes and procedures, workflow analytics, and reporting. May analyze information technology requirements in business processes. * Assists in obtaining and identifying the business requirements needed to carry out and improve applicable business processes. Translates business needs, processes and procedures into a workable system, and may articulate on specific software requirements by communicating about these requirements with applicable stakeholders. * Under supervision, develops and maintains all applicable policy and procedure documentation, and, as applicable, documents for IT applications, system specifications and test plans, according to existing standards and methodologies. * May work closely with business and technology staff to deliver project results while implementing risk analysis and meeting required deliverables. Supports the development, analysis and distribution of relevant reporting. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Business Needs, Business Processes, Data Analytics, Decision Making, Management Reporting, Prioritization, Waterfall Model Competencies Addressing Customer Needs, Analytical Thinking, Business Assessment, Business Data Analysis, Effective Communications, Information Capture, Modeling: Data, Process, Events, Objects, Process Management, Project Management, Requirements Analysis, Software Product Business Knowledge, Workflow Analysis Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $37,000.00 - $63,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Application Window Generally, this opening is expected to be posted for two business days from 12/19/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $37k-63k yearly 6d ago
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  • Language Access Program (LAP) Analyst - Bilingual/Spanish

    Keybank 4.4company rating

    Brooklyn, OH jobs

    Who We Are At Key, we're more than a bank. We're a proud community committed to supporting our teammates' success and the success of the clients and communities we serve. Our Language Access Program (LAP) team is focused on assessing, planning and implementing an enterprise-wide language access program, making KeyBank's products and services more accessible to non-English speaking communities. The team reports into Community Banking; however, they work across the enterprise to deliver a thoughtful program. We are seeking a candidate who resides in one of the KeyBank market areas: All NY Markets Denver, CO Connecticut Springfield, MA Cleveland, OH This position is a Hybrid schedule with 3 days a week required in office. About the Role The Consumer Analyst will play a key role in supporting KeyBank's Language Access Program (LAP), which is designed to ensure equitable access to banking services for clients with diverse language backgrounds. This role will assist in managing translation project workflows, maintaining quality control of Spanish translations, and supporting the development of language resources across the enterprise. As the LAP continues to evolve, this position will also contribute to strategic initiatives such as expanding language offerings, enhancing digital accessibility, and supporting regulatory compliance. The analyst will collaborate with internal teams including Compliance, Legal, Marketing, Client Experience, and Consumer Bank Leadership, as well as external language service providers. This is an exciting opportunity for a Spanish-speaking, detail-oriented, mission-driven professional to help shape the future of inclusive banking at Key. Essential Job Functions Partner in managing translation project workflows, including request intake, compliance review, approvals, documentation, translation processing, quality review, design feedback, and final delivery to ensure timely and accurate delivery of translated content. As needed, review and assess the accuracy, completeness, and appropriateness of Spanish translations and other language assistance services provided by Key and our vendors. Ensure all Spanish translations uphold intended meaning, tone and nuance of the original content. Provide corrective feedback and suggestions to translation vendors. Coordinate language certification testing, maintain certification tracking, and contribute to the strategic development of certification program enhancements. Assist in developing and delivering training to bank employees on language access tools and resources. Support the monitoring and auditing of LAP control plans and translated document inventory. Conduct research on best practices, trends, and regulations related to language access in the financial services industry. Provide feedback and recommendations to improve the quality and consistency of language assistance services across the bank. Assist in project management activities to ensure timely implementation of LAP initiatives. Collaborate with internal partners to support the overall design and execution of the Language Access Program. Assist in preparing presentations to senior leaders. Required Qualifications Bachelor's degree in a relevant field (e.g., Spanish, Communications, Linguistics, Business, Public Policy) or equivalent work experience. Native or fluent proficiency in professional written and spoken Spanish, with a strong command of English. Detail oriented with a keen eye for linguistic and contextual discrepancies in Spanish and English. Ability to distill complex program information into clear, visually engaging presentation materials. Strong organizational, time management, and project coordination skills. Excellent written and verbal communication skills. Understanding of financial products, e.g., deposit & credit products, investments, etc. Strong interpersonal skills with the ability to work collaboratively with cross-functional teams. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Preferred Qualifications Experience in translation project management or language access services. Familiarity with regulatory requirements related to language access in banking or financial services. Knowledge of translation tools or content management systems. Prior experience in financial services COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $61,000.00 - $94,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/05/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $61k-94k yearly Auto-Apply 53d ago
  • Sales Engagement Product Analyst

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    We are looking for a highly skilled and motivated Senior Product Associate for Sales Engagement within the Home Lending Product Team. In this role, you will bring your skill, experience, and facilitate innovation to create a best-in-class Sales team experience with a specific focus on driving cutting-edge AI tools and services. You will work with senior members of our team ensuring a successful delivery and implementation. This position requires entrepreneurial mindset, excellent communication skills, goal oriented attitude, ability to interface directly with internal stakeholders & vendors in understanding and influencing product feature delivery. As a Senior Product Associate in Home Lending, you will facilitate feature delivery in partnership with business stakeholders, design, architecture, engineering, and area product colleagues to create the best experience possible for our Sales teams and customers. You will partner with cross-functional teams to deliver transformative solutions - showcasing your attention to detail in developing story maps that support feature requirements and acceptance criteria that are foundational in delivering best-in-class products. Job responsibilities Develop concise user stories and process flows that support the design and development of the Chase MyHome product Collaborate with feature teams and architects to translate business requirements into actionable stories, technical specifications, and design documents. Ensure that requirements meet the complex nature of the business while always focusing on the end user experience Support testing cycles (User Acceptance Testing, Regression, system, Prod Checkout) Apply critical thinking to identify and develop new ideas / innovations that will add value to the business and team Required qualifications, capabilities and skills 3+ years hands-on experience in product delivery Experience with the Agile product delivery methodology Ability to prioritize multiple tasks and develop strong interdepartmental and cross-functional working relationships within a collaborative team environment Self-driven with ability to work independently with minimal supervision Detail oriented, strong analytical/problem solving skills Ability to work under pressure with time-boxed deliveries Embrace continuous learning and leverages new knowledge to deliver innovative technology and AI solutions that enhance the product and facilitate business value Familiarity with Customer Relationship Management services Bachelor's degree required Preferred qualifications, capabilities and skills Mortgage Industry, Home Lending, Real Estate experience is preferred
    $58k-78k yearly est. Auto-Apply 6d ago
  • Sales Engagement Product Analyst

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210703668 JobSchedule: Full time JobShift: : We are looking for a highly skilled and motivated Senior Product Associate for Sales Engagement within the Home Lending Product Team. In this role, you will bring your skill, experience, and facilitate innovation to create a best-in-class Sales team experience with a specific focus on driving cutting-edge AI tools and services. You will work with senior members of our team ensuring a successful delivery and implementation. This position requires entrepreneurial mindset, excellent communication skills, goal oriented attitude, ability to interface directly with internal stakeholders & vendors in understanding and influencing product feature delivery. As a Senior Product Associate in Home Lending, you will facilitate feature delivery in partnership with business stakeholders, design, architecture, engineering, and area product colleagues to create the best experience possible for our Sales teams and customers. You will partner with cross-functional teams to deliver transformative solutions - showcasing your attention to detail in developing story maps that support feature requirements and acceptance criteria that are foundational in delivering best-in-class products. Job responsibilities * Develop concise user stories and process flows that support the design and development of the Chase MyHome product * Collaborate with feature teams and architects to translate business requirements into actionable stories, technical specifications, and design documents. * Ensure that requirements meet the complex nature of the business while always focusing on the end user experience * Support testing cycles (User Acceptance Testing, Regression, system, Prod Checkout) * Apply critical thinking to identify and develop new ideas / innovations that will add value to the business and team Required qualifications, capabilities and skills * 3+ years hands-on experience in product delivery * Experience with the Agile product delivery methodology * Ability to prioritize multiple tasks and develop strong interdepartmental and cross-functional working relationships within a collaborative team environment * Self-driven with ability to work independently with minimal supervision * Detail oriented, strong analytical/problem solving skills * Ability to work under pressure with time-boxed deliveries * Embrace continuous learning and leverages new knowledge to deliver innovative technology and AI solutions that enhance the product and facilitate business value * Familiarity with Customer Relationship Management services * Bachelor's degree required Preferred qualifications, capabilities and skills * Mortgage Industry, Home Lending, Real Estate experience is preferred
    $58k-78k yearly est. Auto-Apply 6d ago
  • Data Management Operations Sr Analyst

    Huntington National Bank 4.4company rating

    Columbus, OH jobs

    Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Job Description Summary The Data Management Operations Senior Analyst plays a key role in ensuring the integrity and availability of data within the organization. This role involves advanced data management activities, including complex data analysis, reporting, and quality assurance. The expected outcomes include high-quality data that drives business insights and operational efficiency. Duties and Responsibilities • Works with business partners to understand requirements for complex data use, analysis, and quality. • Knowledge of the legal, compliance, and regulatory issues impacting data. • Ensures compliance with internal policies and external regulations, including data privacy, security, and governance standards. • Conduct complex data analysis and validation. • Develop and distribute advanced data reports. • Monitor and improve data metrics. • Collaborate with IT and business teams on data-related projects. • Provide mentorship to junior analysts. • Perform other duties as assigned. Basic Qualifications 4+ years of experience in data-related operations, business operations, or process support roles. Advanced proficiency in data management tools. Strong analytical and problem-solving skills. Hands-on Knowledge of data governance and data quality principles. Excellent communication and collaboration skills. Preferred Qualifications: • Strong problem-solving skills, focusing on outcomes and results. • Understand DataOps and DevOps operational styles. • Understanding of Data Management and Data Quality principles, best practices and processes • Technical knowledge, skills and experience using Data Management tools. • Working knowledge of available data sources and how they relate to each other. • Collaborative working style and ability to facilitate cooperation with business stakeholders and analysts. • Willingness and ability to learn new technologies on the job. • Financial Services background. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: 63,000.00 - 124,000.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $72k-88k yearly est. Auto-Apply 6d ago
  • Analyst - B2B Growth Enablement Insights

    American Express 4.8company rating

    Columbus, OH jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** The B2B Growth Enablement Insights Analyst will play a key role in scaling the expansion of charge volume across the Large Market and Global Commercial Services client base. This role partners closely with sales leaders, individual contributors, and cross-functional stakeholders to ensure teams have the data, insights, and operational support needed to drive increased expansion charge volume. Designed as a force multiplier for a virtual U.S. based expansion sales organization, this role sits at the intersection of data, process, and sales execution, driving measurable business growth by enabling teams to expand B2B charge volume across the client base. + Partner with sales leaders, individual contributors, and key business partners to assist and execute key strategic expansion and growth projects. + Conduct analysis of spending, supplier data, and portfolio/vertical trends to identify growth opportunities. + Maintain accurate Salesforce (OneForce) data, dashboards, and reporting to provide visibility into expansion activity, enablement progress, and impact on charge volume growth + Apply clear prioritization and engagement criteria to ensure support efforts are focused on the highest-impact accounts and initiatives **Minimum Qualifications** + Experience working with data to identify trends, insights, or growth opportunities, including comfort with large or complex datasets + Strong analytical and problem-solving skills with financial acumen; proficiency in Excel and PowerPoint required (Salesforce experience a plus). + Strong organizational and project management skills, with the ability to coordinate across multiple stakeholders and priorities + Effective written and verbal communication skills, with the ability to translate complex information into clear, actionable guidance + Ability to prioritize work based on business impact and operate effectively in a fast-paced, collaborative setting + Intellectual curiosity and ability to work through ambiguity. + Location: United States, Virtual **Preferred Qualifications** + Bachelors Degree + 3 years of experience in sales enablement, sales operations, commercial analytics, project management, or a related role supporting B2B sales teams **Qualifications** Salary Range: $65,500.00 to $102,500.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 26001057
    $65.5k-102.5k yearly 5d ago
  • 2027 Asset & Wealth Management Risk Summer Analyst Program

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Are you an analytical thinker eager to tackle complex challenges, drive innovation, and make an impact in risk management? Join us as a 2027 Asset & Wealth Management Risk Summer Analyst at J.P. Morgan, an industry leader in providing asset and wealth management services with over 200 years of experience. Working here means joining a collaborative, supportive team. We value your diverse perspective to help us innovate the next wave of products and solutions for our clients. As a Risk Summer Analyst in Asset & Wealth Management, you'll have the resources you need to succeed, including training, mentorship from senior leaders, and engaging projects. Our nine-week program begins with a week of induction, providing training and orientation to our businesses. You'll gain the technical and practical knowledge needed to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. You'll work alongside top-tier professionals, shaping decision-making and developing models that manage our financial reputation and regulatory performance. You'll also help mitigate and manage risk, building critical capabilities that allow the firm to manage any kind of market. **Job Responsibilities:** + Collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients. + Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment. + Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients. + Work under the guidance of mentors and a supportive team to help you learn and grow. + Develop innovative ideas to help our business. + Network with industry leaders, access best-in-class training, and learn how our businesses work together to provide excellent customer service. + Sharpen your technical skills, and finance and accounting principles. **Opportunities Available With the Following Groups:** + **Credit Risk (Columbus, OH and San Francisco, CA):** Oversees risk to earnings or capital arising from a borrower's failure to meet the terms of a loan agreement. Analysis of client financial statements is key in determining credit risk. + **Wealth Management Investment Risk & Analytics (Columbus, OH):** Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients. + **Asset Management Risk (New York, NY):** Oversees and monitors investment, counterparty, and liquidity risks relating to client investments. **Required Qualifications, Capabilities, and Skills:** + Pursuing a Bachelor's or Master's degree. + Graduation date of December 2027 - June 2028 + To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. **Our Locations:** + Columbus, OH + New York, NY + San Francisco, CA **Join us** At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. **What's next?** Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. **Base Pay/Salary** Columbus, OH $80,000.00 - $80,000.00 New York, NY $100,000.00 - $100,000.00 / year San Francisco, CA $100,000.00 - $100,000.00 / year
    $100k-100k yearly 27d ago
  • 2027 Asset & Wealth Management Risk Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210691905 JobSchedule: Full time JobShift: Base Pay/Salary: Columbus, OH $80,000.00-$80,000.00 New York, NY $100,000.00-$100,000.00 San Francisco, CA $100,000.00-$100,000.00 Are you an analytical thinker eager to tackle complex challenges, drive innovation, and make an impact in risk management? Join us as a 2027 Asset & Wealth Management Risk Summer Analyst at J.P. Morgan, an industry leader in providing asset and wealth management services with over 200 years of experience. Working here means joining a collaborative, supportive team. We value your diverse perspective to help us innovate the next wave of products and solutions for our clients. As a Risk Summer Analyst in Asset & Wealth Management, you'll have the resources you need to succeed, including training, mentorship from senior leaders, and engaging projects. Our nine-week program begins with a week of induction, providing training and orientation to our businesses. You'll gain the technical and practical knowledge needed to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. You'll work alongside top-tier professionals, shaping decision-making and developing models that manage our financial reputation and regulatory performance. You'll also help mitigate and manage risk, building critical capabilities that allow the firm to manage any kind of market. Job Responsibilities: * Collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients. * Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment. * Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients. * Work under the guidance of mentors and a supportive team to help you learn and grow. * Develop innovative ideas to help our business. * Network with industry leaders, access best-in-class training, and learn how our businesses work together to provide excellent customer service. * Sharpen your technical skills, and finance and accounting principles. Opportunities Available With the Following Groups: * Credit Risk (Columbus, OH and San Francisco, CA): Oversees risk to earnings or capital arising from a borrower's failure to meet the terms of a loan agreement. Analysis of client financial statements is key in determining credit risk. * Wealth Management Investment Risk & Analytics (Columbus, OH): Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients. * Asset Management Risk (New York, NY): Oversees and monitors investment, counterparty, and liquidity risks relating to client investments. Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree. * Graduation date of December 2027 - June 2028 * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Our Locations: * Columbus, OH * New York, NY * San Francisco, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 18d ago
  • 2027 Asset Management Product Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210691737 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; New York,NY ; $100,000.00-$100,000.00; Columbus, OH $100,000-$100,000 USD Are you curious about portfolio management and investment strategies? We're looking for energetic, creative talent to join our global team of experts in evaluating new investments for a diverse base of clients. You will have the opportunity to start in New York to gain insights into business strategies before joining an investment products team. As a Summer Analyst in the 2027 Asset Management Product Program, you will collaborate with industry experts to develop investment solutions for institutional investors, mutual funds, ETFs, and other large-scale clients-including corporations, governments, and not-for-profit organizations-worldwide. You'll work with client portfolio managers, traders, research analysts, marketers and client advisors to analyze and execute investments strategies. These solutions will give you exposure to the various asset classes, including equities, fixed income, real assets, hedge funds and private equity. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage your skills. Job Responsibilities: * Collaborate with mentors and a supportive team to learn and grow. * Develop innovative ideas to enhance our business. * Undertake assignments that directly impact clients, helping them achieve their business goals. * Network with industry leaders and access best-in-class training. * Sharpen technical skills and finance and accounting principles. Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (No MBA). * Attending a college/university in the U.S. * Expected graduation date of December 2027 - June 2028. * Excellent communication and presentation skills. * Strong quantitative skills and a passion for investing. * Exceptional organizational skills and multitasking ability. * Strong initiative, energy, and confidence. * Good judgment and discretion with confidential information. Preferred Qualifications, Capabilities, and Skills: * Background in financial accounting, financial analysis, or mathematics is a plus. * Genuine interest in financial markets, investing, and macro-level economics. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations Locations and teams you may join: * Equities - New York * Global Fixed Income Currencies and Commodities - New York * Global Fixed Income Currencies and Commodities - Columbus * Global Fixed Income Currencies and Commodities - Leveraged Credit Team - Indianapolis * Alternatives: Hedge Funds - New York Alternatives: Private Equity - New York * Alternatives: Real Estate - New York * Alternatives: Real Estate - Los Angeles * Alternatives: Private Credit / Special Situations - New York * Global Liquidity - New York * Multi Asset Solutions - New York * Multi Asset Solutions - Columbus * ETFs - New York * Quantitative / Research - New York Team preference and location will be taken into consideration on your application. You will not be reviewed for teams that you do not list as a preference. Once your application is submitted, you cannot change your team and location preferences. Learn more about our teams below: * Equities: We manage a broad range of equity investment strategies globally with dedicated portfolio managers, research analysts and traders who have expertise in helping clients of all sizes. * Global Fixed Income Currencies and Commodities: We manage global bond strategies that invest across a broad range of sectors including government, corporate, securitized, and emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our team includes portfolio managers, research analysts, investment specialists, traders, and risk management. * Leveraged Credit: Our team manages over $70 billion in assets with a strong history of long-term performance. We combine portfolio management, credit research, and trading to deliver innovative investment solutions for a diverse range of clients. You'll work with senior professionals to evaluate high yield bonds, leveraged loans, and private credit, gaining hands-on experience and actively contributing to the investment process. * Alternatives: Explore a diverse range of alternative investment opportunities across hedge funds, private equity, real estate, and private credit in key financial hubs like New York and Los Angeles. * Hedge Funds: We manage hedge fund portfolios for institutional and high net worth individuals, offering a broad range of products and capabilities to help investors reach their objectives. * Private Equity: We build and maintain the private equity portfolios for our clients. * Real Estate: Where innovation meets opportunity. We come up with innovative ways to invest in real estate. * Global Liquidity: We help clients invest within a range of currencies, risk levels and durations, including taxable and tax-free money market funds, short-term fixed income funds and separately managed accounts. * Multi-Asset Solutions: We manage multi-asset portfolios investing across equities, fixed income, alternatives, and FX. Our strategies are informed by the insights of our quantitative and fundamental research teams and access the investment solutions from across JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds, model portfolios, and custom institutional accounts. Our team includes portfolio managers, quantitative research analysts, fundamental macroeconomic strategists, investment specialists, and risk management. Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. J.P. Morgan Asset Management designed a YouTube video series to help future talent better understand what is Asset Management and why it's so important. Click here to view the series. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 24d ago
  • Asset Management - Shareholder Services - Analyst

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    If you are a collaborative team member, solutions orientated and deliver premier client service, J.P. Morgan is the place for you! As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry. The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change. Job Responsibilities Participate in problem resolution for client accounts Process trades and information requests for clients Educate clients about JPMorgan products and value add resources Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses Required qualifications, capabilities and skills Possess high energy, a great attitude and exceptional service skills Bachelor's Degree or equivalent client service experience Industry knowledge Strong written and oral communication skills Relationship building and problem solving skills Attention to detail Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position
    $65k-91k yearly est. Auto-Apply 60d+ ago
  • Asset Management - Financial Advisor Services - Analyst

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. **Job Responsibilities** + Partner with internal and external Client Advisors to generate revenue growth and client retention, including: + Prospect, close business, build relationships and promote JPMorgan mutual funds + Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services + Create client presentations; develop prep and follow up materials for client meetings + Assist Financial Advisors with JPMorgan Funds web site questions + Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes + Create proposals and illustrative models for key sales representatives as needed + Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes. **Required Qualifications, Skills, and Capabilities** + 4-year degree (BA/BS) + 2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products and services, and all aspects of the distribution channels through which they are sold + Specialized knowledge of JPMorgan's Insights programs - i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights + Able to communicate effectively (verbal and written) with a wide variety of stakeholders - e.g. external and internal partners + Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment + Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment + Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite + FINRA/NASAA licenses - Series 7; Series 63 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $65k-91k yearly est. 60d+ ago
  • Asset Management - Municipal Research Analyst - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210699286 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$350,000.00 The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. As a Municipal Research Analyst in the Municipal Fixed Income Research team, you will work closely with a global team of Analysts, Portfolio Managers, and Investment Specialists to evaluate municipal securities for investment opportunity and ongoing management. Job Responsibilities * Provide and maintain buy and/or sell investment recommendations via credit discussions and written credit reports for municipal securities for assigned sectors. * Perform independent credit risk on issuers to identify relative value and investment opportunities with an entrepreneurial mindset. * Perform due diligence, pre- and post-issuance, by engaging municipal issuers and investment bankers and making site visits (some domestic travel required). * Actively monitor market themes and sector trends. * Communicate investment recommendations, market themes and sector trends to portfolio managers, internal stakeholders and clients. * Build and maintain relationships with investment bankers and analysts, the broker-dealer community, rating agencies, and legal professionals, among other market participants. Required qualifications, capabilities and skills * Minimum of 10 years of experience in credit analysis. * Bachelor's degree in related field * Critical Technical Skills * Demonstrated ability to evaluate municipal issuer credit risk, determine relative value, and communicate concisely under typically stringent time constraints. * Working knowledge or interest in municipal market technicals and identification of primary and secondary market opportunities. * Proficient accounting and financial analysis skill with excellent cash flow modeling and revenue/expense forecasting and advanced knowledge of GAAP/GASB accounting. * Ability to read and evaluate complex bond documents and structures with attention to detail. * Strong written and oral communication and interpersonal skills; team-oriented. * Demonstrated experience common business software packages/applications. Preferred qualifications, capabilities and skills * CFA or CFA candidate preferred. * Degrees specializing in data science, finance and/or economics preferred.
    $65k-91k yearly est. Auto-Apply 18d ago
  • Asset Management - Securitized Credit Research Analyst - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210675764 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $170,000.00-$285,000.00 The Global Fixed Income Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. The Securitized Credit Research team within Global Fixed Income, Currency & Commodities is responsible for fundamental investment research and analysis across $80+bn in securitized credit AUM across the spectrum of the securitized credit assets, including ABS, CMBS, non-agency RMBS, and CLOs. As a research analyst on the Securitized Credit team, you will conduct fundamental research and drive investment performance across the various securitized credit sectors for GFICC's strategies using both quantitative and qualitative analysis. Job Responsibilities * Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations for sectors and individual securities * Formulate buy/sell recommendations in both new issue and secondary markets and effectively communicate them to the broader investor community, including through written credit opinions * Actively monitor market themes and sector trends to identify investment opportunities * Conduct surveillance and monitoring to identify risks to holdings while also enhancing surveillance tools and processes * Develop models to enhance investment analysis and forecast performance for consumer or real-estate related assets * Aggregate and analyze large sets of data to develop and test investment opinions * Build and maintain relationships with both internal and external participants, including portfolio managers, investment specialists, issuers, rating agencies, and broker-dealers Required qualifications, capabilities and skills * 5+ years of securitized credit experience across one or more sub-sectors * Knowledge of one or more securitized sectors including ABS, CMBS, RMBS and CLO * Knowledge of Intex and/or Trepp * Strong written and verbal communication skills, with the ability to communicate concisely under typically stringent time constraints * Demonstrated ability to work effectively in a team-oriented environment and manage multiple tasks Preferred qualifications, capabilities and skills * Programming skills are a plus * Ideal experience as a research analyst, portfolio manager, banker, structurer, or trader
    $65k-91k yearly est. Auto-Apply 60d+ ago
  • 2027 Asset & Wealth Management Risk Summer Analyst Program

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Are you an analytical thinker eager to tackle complex challenges, drive innovation, and make an impact in risk management? Join us as a 2027 Asset & Wealth Management Risk Summer Analyst at J.P. Morgan, an industry leader in providing asset and wealth management services with over 200 years of experience. Working here means joining a collaborative, supportive team. We value your diverse perspective to help us innovate the next wave of products and solutions for our clients. As a Risk Summer Analyst in Asset & Wealth Management, you'll have the resources you need to succeed, including training, mentorship from senior leaders, and engaging projects. Our nine-week program begins with a week of induction, providing training and orientation to our businesses. You'll gain the technical and practical knowledge needed to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. You'll work alongside top-tier professionals, shaping decision-making and developing models that manage our financial reputation and regulatory performance. You'll also help mitigate and manage risk, building critical capabilities that allow the firm to manage any kind of market. Job Responsibilities: Collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients. Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment. Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients. Work under the guidance of mentors and a supportive team to help you learn and grow. Develop innovative ideas to help our business. Network with industry leaders, access best-in-class training, and learn how our businesses work together to provide excellent customer service. Sharpen your technical skills, and finance and accounting principles. Opportunities Available With the Following Groups: Credit Risk (Columbus, OH and San Francisco, CA): Oversees risk to earnings or capital arising from a borrower's failure to meet the terms of a loan agreement. Analysis of client financial statements is key in determining credit risk. Wealth Management Investment Risk & Analytics (Columbus, OH): Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients. Asset Management Risk (New York, NY): Oversees and monitors investment, counterparty, and liquidity risks relating to client investments. Required Qualifications, Capabilities, and Skills: Pursuing a Bachelor's or Master's degree. Graduation date of December 2027 - June 2028 To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Our Locations: Columbus, OH New York, NY San Francisco, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $65k-91k yearly est. Auto-Apply 19d ago
  • Asset Management - Financial Advisor Services - Analyst

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. Job Responsibilities Partner with internal and external Client Advisors to generate revenue growth and client retention, including: Prospect, close business, build relationships and promote JPMorgan mutual funds Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services Create client presentations; develop prep and follow up materials for client meetings Assist Financial Advisors with JPMorgan Funds web site questions Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes Create proposals and illustrative models for key sales representatives as needed Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes. Required Qualifications, Skills, and Capabilities 4-year degree (BA/BS) 2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products and services, and all aspects of the distribution channels through which they are sold Specialized knowledge of JPMorgan's Insights programs - i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights Able to communicate effectively (verbal and written) with a wide variety of stakeholders - e.g. external and internal partners Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite FINRA/NASAA licenses - Series 7; Series 63
    $65k-91k yearly est. Auto-Apply 60d+ ago
  • Data Management Operations Sr Analyst

    Huntington National Bank 4.4company rating

    Cincinnati, OH jobs

    + Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Job Description Summary + The Data Management Operations Senior Analyst plays a key role in ensuring the integrity and availability of data within the organization. This role involves advanced data management activities, including complex data analysis, reporting, and quality assurance. The expected outcomes include high-quality data that drives business insights and operational efficiency. Duties and Responsibilities - Works with business partners to understand requirements for complex data use, analysis, and quality. - Knowledge of the legal, compliance, and regulatory issues impacting data. - Ensures compliance with internal policies and external regulations, including data privacy, security, and governance standards. - Conduct complex data analysis and validation. - Develop and distribute advanced data reports. - Monitor and improve data metrics. - Collaborate with IT and business teams on data-related projects. - Provide mentorship to junior analysts. - Perform other duties as assigned. Basic Qualifications + 4+ years of experience in data-related operations, business operations, or process support roles. + Advanced proficiency in data management tools. Strong analytical and problem-solving skills. + Hands-on Knowledge of data governance and data quality principles. + Excellent communication and collaboration skills. Preferred Qualifications: - Strong problem-solving skills, focusing on outcomes and results. - Understand DataOps and DevOps operational styles.- Understanding of Data Management and Data Quality principles, best practices and processes- Technical knowledge, skills and experience using Data Management tools.- Working knowledge of available data sources and how they relate to each other.- Collaborative working style and ability to facilitate cooperation with business stakeholders and analysts.- Willingness and ability to learn new technologies on the job.- Financial Services background. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: 63,000.00 - 124,000.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $71k-87k yearly est. 5d ago
  • Data Management Operations Sr Analyst

    Huntington Bancshares Inc. 4.4company rating

    Cincinnati, OH jobs

    * Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Job Description Summary * The Data Management Operations Senior Analyst plays a key role in ensuring the integrity and availability of data within the organization. This role involves advanced data management activities, including complex data analysis, reporting, and quality assurance. The expected outcomes include high-quality data that drives business insights and operational efficiency. Duties and Responsibilities * Works with business partners to understand requirements for complex data use, analysis, and quality. * Knowledge of the legal, compliance, and regulatory issues impacting data. * Ensures compliance with internal policies and external regulations, including data privacy, security, and governance standards. * Conduct complex data analysis and validation. * Develop and distribute advanced data reports. * Monitor and improve data metrics. * Collaborate with IT and business teams on data-related projects. * Provide mentorship to junior analysts. * Perform other duties as assigned. Basic Qualifications * 4+ years of experience in data-related operations, business operations, or process support roles. * Advanced proficiency in data management tools. Strong analytical and problem-solving skills. * Hands-on Knowledge of data governance and data quality principles. * Excellent communication and collaboration skills. Preferred Qualifications: * Strong problem-solving skills, focusing on outcomes and results. * Understand DataOps and DevOps operational styles. * Understanding of Data Management and Data Quality principles, best practices and processes * Technical knowledge, skills and experience using Data Management tools. * Working knowledge of available data sources and how they relate to each other. * Collaborative working style and ability to facilitate cooperation with business stakeholders and analysts. * Willingness and ability to learn new technologies on the job. * Financial Services background. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: 63,000.00 - 124,000.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $71k-87k yearly est. Auto-Apply 5d ago
  • Data Management Operations Sr Analyst

    Huntington National Bank 4.4company rating

    Fairlawn, OH jobs

    + Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Job Description Summary + The Data Management Operations Senior Analyst plays a key role in ensuring the integrity and availability of data within the organization. This role involves advanced data management activities, including complex data analysis, reporting, and quality assurance. The expected outcomes include high-quality data that drives business insights and operational efficiency. Duties and Responsibilities - Works with business partners to understand requirements for complex data use, analysis, and quality. - Knowledge of the legal, compliance, and regulatory issues impacting data. - Ensures compliance with internal policies and external regulations, including data privacy, security, and governance standards. - Conduct complex data analysis and validation. - Develop and distribute advanced data reports. - Monitor and improve data metrics. - Collaborate with IT and business teams on data-related projects. - Provide mentorship to junior analysts. - Perform other duties as assigned. Basic Qualifications + 4+ years of experience in data-related operations, business operations, or process support roles. + Advanced proficiency in data management tools. Strong analytical and problem-solving skills. + Hands-on Knowledge of data governance and data quality principles. + Excellent communication and collaboration skills. Preferred Qualifications: - Strong problem-solving skills, focusing on outcomes and results. - Understand DataOps and DevOps operational styles.- Understanding of Data Management and Data Quality principles, best practices and processes- Technical knowledge, skills and experience using Data Management tools.- Working knowledge of available data sources and how they relate to each other.- Collaborative working style and ability to facilitate cooperation with business stakeholders and analysts.- Willingness and ability to learn new technologies on the job.- Financial Services background. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: 63,000.00 - 124,000.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $73k-89k yearly est. 5d ago
  • Data Management Operations Sr Analyst

    Huntington Bancshares Inc. 4.4company rating

    Fairlawn, OH jobs

    * Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Job Description Summary * The Data Management Operations Senior Analyst plays a key role in ensuring the integrity and availability of data within the organization. This role involves advanced data management activities, including complex data analysis, reporting, and quality assurance. The expected outcomes include high-quality data that drives business insights and operational efficiency. Duties and Responsibilities * Works with business partners to understand requirements for complex data use, analysis, and quality. * Knowledge of the legal, compliance, and regulatory issues impacting data. * Ensures compliance with internal policies and external regulations, including data privacy, security, and governance standards. * Conduct complex data analysis and validation. * Develop and distribute advanced data reports. * Monitor and improve data metrics. * Collaborate with IT and business teams on data-related projects. * Provide mentorship to junior analysts. * Perform other duties as assigned. Basic Qualifications * 4+ years of experience in data-related operations, business operations, or process support roles. * Advanced proficiency in data management tools. Strong analytical and problem-solving skills. * Hands-on Knowledge of data governance and data quality principles. * Excellent communication and collaboration skills. Preferred Qualifications: * Strong problem-solving skills, focusing on outcomes and results. * Understand DataOps and DevOps operational styles. * Understanding of Data Management and Data Quality principles, best practices and processes * Technical knowledge, skills and experience using Data Management tools. * Working knowledge of available data sources and how they relate to each other. * Collaborative working style and ability to facilitate cooperation with business stakeholders and analysts. * Willingness and ability to learn new technologies on the job. * Financial Services background. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Compensation Range: 63,000.00 - 124,000.00 USD Annual The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO). Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $73k-89k yearly est. Auto-Apply 5d ago
  • Channel Enablement Project Execution Analyst

    U.S. Bank 4.6company rating

    Cincinnati, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Channel Enablement Project Execution Analyst plays a key role in delivering high-quality service and operational support to both internal and external partners. This position focuses on accelerating payment initiatives and enabling innovative use cases for electronic payment systems. The analyst collaborates with senior leadership and cross-functional teams to assess operational impacts, identify efficiency opportunities, and lead strategic organizational change. This role is responsible for developing and executing roadmaps, maintaining governance structures, and driving initiatives that align with the organization's vision for payment services. The ideal candidate brings deep expertise in domestic and global payments, applies Change Management principles, and manages complex projects to foster innovation and optimize operations. Basic Qualifications - Bachelor's degree, or equivalent work experience - Eight to ten years of experience in project management activities Preferred Skills/Experience - Considerable knowledge of assigned business line or functional area - Demonstrated management and leadership skills - Strong organizational and analytical skills - Advanced knowledge of project management - Ability to identify and resolve exceptions and to analyze data - Excellent verbal and written communication skills - Master's degree preferred Location Expectations The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $98.2k-115.5k yearly Auto-Apply 4d ago

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