Reporting Analyst jobs at U.S. Bank

- 51 jobs

Data Analytics Analyst
Us Bank 4.6
Reporting analyst job at U.S. Bank
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 At U.S. Bank, we are committed to driving banking forward with a customer-first approach. We empower our clients with data-driven insights and seamless experiences, ensuring they thrive in a rapidly evolving financial landscape. Our Enterprise Insights team is at the heart of this transformation, leveraging cutting-edge analytics, predictive analysis, artificial intelligence, and customer-centric insights and strategies to shape the future of financial services. Role Overview We have an exciting high visibility opportunity within our Marketing, Analytics & Customer Experience (MACX) organization supporting our Enterprise Analytics & Insights team. This Visualization Analyst will support our Enterprise Analytics and Insights team. This data analytics professional will lead, strategize, execute, and optimize company efforts, leveraging data and insights to drive enterprise growth and effectively communicate with target audiences; analyze data and insights to evaluate business performance, drive growth, and inform strategic decision-making. This individual will oversee data analysis and visualization of customer, product, channel, acquisition and attrition insights to generate actionable plans that support organizational decision making. This role oversees hands on analytics development, executive reporting, visualization and communications of key trends and insights. This high-stakes role is centered on fulfilling data analytics needs for executive and C-suite, with direct responsibility and accountability for delivering actionable insights and strategic data analytics support. The individual will be tasked with building analytical capabilities, including developing reports, predictive models, segmentation frameworks, and predictive models. In addition, the leader will oversee a team of analysts that build Executive Insights, Attrition Analysis etc. and help our internal clients understand trends. This includes key partnerships with multiple business lines and functions such as Consumer banking, Business banking, Corporate and Institutional banking, & Wealth to manage data analytic projects. U.S. Bank is focused on enhancing client service, building new capabilities, and driving efficiency across business units and corporate functions. As such, this individual must bring a desire to lead change on behalf of clients and colleagues alike, and be able to operate in a centralized, highly accountable construct. This individual must strike the right balance between leading change at a swift pace while maintaining a disciplined focus on Executive and the lines of business needs for data analytics. Key Responsibilities Data & Insights * Act as SME for data visualization and power BI in the team * Lead end-to-end analytics across the enterprise insights team, leveraging data insights to improve customer acquisition, retention, and profitability * Identify and implement KPIs, dashboards, and performance metrics to drive business decision-making and operational efficiencies * Utilize tools like SAS, SQL, Python, R, or other analytical software to analyze and interpret data * Apply statistical methods to analyze data and derive meaningful insights * Understand business goals and objectives to align insights strategies and outputs with overall business objectives and expected outcomes * Analyze and synthesize data to produce predictive insights, supporting business and channel partners to inform business strategies and decision-making * Present data and insights in a visually appealing and easily understandable format leveraging Power BI * Identify, evaluate, and acquire relevant data sources and their locations, collaborate with data providers, ensure data quality and security, maintain infrastructure Leadership & Collaboration * Co-build a high-performing team of data scientists, analysts, and strategists, fostering innovation and continuous learning. * Partner with senior executives and cross-functional teams (Business Line, Marketing, Technology, Product, and Digital) to align data analytics and insights with business objectives. * Act as a thought leader, presenting insights to executive leadership and influencing key strategic decisions. * Develop strategic plans, define goals, identify target segments, collaborate cross-functionally, monitor trends, allocate resources, review and adjust plans. * Identify and address challenges, develop innovative solutions, and drive continuous improvement. * Quickly adapt to changing market conditions, technologies, and customer preferences. * Administration & general management (e.g. driving transformation, efficiency goals, financial aspects including capital expenditures, billing, contracts, & leadership and talent planning). Qualifications & Experience * 3+ years of experience in data visualization and analytics using power BI, or a related field, with a proven track record in banking, fintech, or financial services. * Master's degree preferred in Data Analytics, Business, Finance, Economics, or other quantitative fields. * Power BI certification (microsoft power BI certification) preferred. * Deep expertise in data visualization and analytics, predictive modeling, power BI and power point presentations. * Experience with Azure Synapse and Databricks. * Strong knowledge of business banking products, lending, payments, and financial services for small to mid-sized businesses. * Proficiency in SQL, Python, SAS, Power BI, Tableau, or similar analytics tools. * Strategic mindset with exceptional leadership, communication, and stakeholder management skills. * Expert/advanced ability to align people and culture with changes in business strategy, structure, technology and business processes. * Expert knowledge of and skills related to marketing technology stack and staying updated with technology trends including the ability to understand and familiarity with the concepts, principles, and techniques used in statistics. * Expert/advanced ability to effectively plan, execute, and oversee the selection, evaluation, and ongoing management of vendors and agencies. 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 (some may vary based on role, location or hours): * 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 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: $105,400.00 - $124,000.00 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.
$105.4k-124k yearly 21h ago
2026 Global Finance & Business Management Analyst Program - Full-time Analyst (OH, IL, TX)
Jpmorgan Chase 4.8
Columbus, OH jobs
The function of Global Finance & Business Management is dedicated to continually making our business better - strategically, financially and operationally. As a Full-Time Analyst in the Global Finance & Business Management Analyst Program, you will collaborate with our top-tier professionals to influence and shape crucial decisions and initiatives that support our businesses across the firm. You'll have the opportunity to make meaningful contributions while developing your professional expertise in a dynamic team environment. Working here means joining a collaborative, supportive team. We'll give you what you need to succeed including training, mentorship, access and exposure to senior leaders, and projects that will engage all your skills. This two-year rotational program delivers in-depth industry training, one-on-one mentorship, and hands-on experience. You'll work across the firm to strategically manage capital, drive growth and efficiencies, maintain financial reporting, and manage risk. You'll be placed as a member of one of the finance teams where you'll work in one of the following functional groups: Business Management, Controller, Financial Analysis, and Project Management. You'll provide information, analysis, and recommendations to drive decisions that impact our financial results. In addition to ongoing technical and professional skill development, we offer dedicated CPA certification support and licensure-qualifying placement. Upon completion of the program, we will work with you to identify your next role. **Job responsibilities** + Act as a trusted advisor to business and group heads by identifying, escalating, and mitigating business risks and optimizing business performance by driving key initiatives. + Ensure the overall integrity and validity of the financial statements and controls over the transaction cycle; perform critical reporting and controls functions for the organization, including legal entity, financial and regulatory and product valuation. + Create meaningful analysis and reporting in support of our businesses. Coordinate with partners across the firm to provide financial and strategic analysis, creation, oversight, and coordination of budgeting and forecasting. + Contribute to programs that are large scale and comprised of multiple projects and work streams. Initiatives drive cross lines of business or firmwide agendas for implementation of new regulations, standards or policies. **Required qualifications, capabilities, and skills** + Pursuing a B.A., B.S., or 5th year M.A. or M.S., with an expected graduation date between December 2025 and June 2026 + Ability to thrive in a dynamic and collaborative work environment + Excellent leadership, interpersonal and problem-solving skills + Excel and PowerPoint proficiency + A well-rounded academic background with an interest in financial management and data analysis **Preferred qualifications, capabilities, and skills** + Relevant internship experience and leadership in school or community organizations + Minimum cumulative GPA of 3.2 on a 4.0 scale + Working knowledge of data analytics, visualization tools, programming language tools, etc. (such as Tableau, Alteryx, Python, etc.) + Intermediate Excel Skills (Vlookup, Pivot Tables, Index Match) **Locations you may join:** + Columbus, OH + Chicago, IL + Plano, TX 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 & Co. 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). **What's Next?** + To be considered for the Global Finance & Business Management Analyst Program, you must submit a complete and thoughtful application, which includes your resume, and location preference. + Your application and resume are a way for us to initially get to know you. It's important to complete all relevant application questions, so we have as much information about you as possible. We will review your application to determine whether you meet the required criteria. + If you meet the minimum criteria for the application, 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. + HireVue is required , and your application will not be considered for further review until you have completed this step. + We strongly encourage you to complete your HireVue video(s) within three days of receiving. + Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once 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 accommodation for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. © 2025 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans 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 **Base Pay/Salary** Chicago,IL $70,000.00 - $70,000.00
$70k-70k yearly 15d ago
Regulatory Reporting Analyst 2052a
Huntington 4.4
Columbus, OH jobs
Huntington is seeking an experienced Liquidity Reporting Analyst to support an internal strategic initiative aimed at enhancing and building out the bank's future liquidity infrastructure. The qualified individual will provide balance sheet and liquidity analysis related to FR 2052a reporting. The ideal candidate will possess a thorough understanding of FR 2052a reporting requirements, banking products, data lineages, and system architectures. Note: This position can be located in Columbus, Pittsburgh, Chicago, Detroit, Charlotte, Minnetonka. Primary responsibilities: Monthly FR 2052a reporting duties including variance analysis, month-end reconciliations, and balance sheet commentary. Support and further strengthen sustainable regulatory liquidity reporting program. Develop, document, and maintain guidance and rule interpretations for liquidity-related US regulatory rules and reporting requirements. Key Duties: Collaborate across multiple departments to meet regulatory requirements and deadlines for FR 2052a reporting program. Contribute to the enhancement and maintenance of the liquidity framework to support ongoing transparency, accuracy, and sustainability. Participate in transaction testing/UAT to support data validation. Coordinate with Segment Risk, Finance Data Resource Group, IT, Treasury and other teams to implement enhancements to 2052a reporting/6G instruction changes, including writing business requirements and performing user acceptance testing. Represent the liquidity team in transformation and improvement projects. Regularly participate in meetings with Treasury, Production, Risk Management, Internal Audit, and other key stakeholders Basic Qualifications: 2+ years of liquidity FR 2052a and/or regulatory reporting experience with good foundational knowledge of Financial Reporting, Treasury, and balance sheet categories. Bachelor's degree in finance or computer science Preferred Qualifications: Knowledge in FR 2052a (5G and 6G) reporting including LCR, NSFR, Enhanced Prudential Standards/Reg YY Strong interpersonal skills with the ability to communicate effectively, both in writing and verbally. Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity. Highly motivated and proactive 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: $57000-$113000 Annual Salary 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.
$57k-113k yearly Auto-Apply 59d ago
Regulatory Reporting Analyst 2052a
Huntington National Bank 4.4
Columbus, OH jobs
Huntington is seeking an experienced Liquidity Reporting Analyst to support an internal strategic initiative aimed at enhancing and building out the bank's future liquidity infrastructure. The qualified individual will provide balance sheet and liquidity analysis related to FR 2052a reporting. The ideal candidate will possess a thorough understanding of FR 2052a reporting requirements, banking products, data lineages, and system architectures. Note: This position can be located in Columbus, Pittsburgh, Chicago, Detroit, Charlotte, Minnetonka.Primary responsibilities: + Monthly FR 2052a reporting duties including variance analysis, month-end reconciliations, and balance sheet commentary. + Support and further strengthen sustainable regulatory liquidity reporting program. + Develop, document, and maintain guidance and rule interpretations for liquidity-related US regulatory rules and reporting requirements. Key Duties: + Collaborate across multiple departments to meet regulatory requirements and deadlines for FR 2052a reporting program. + Contribute to the enhancement and maintenance of the liquidity framework to support ongoing transparency, accuracy, and sustainability. + Participate in transaction testing/UAT to support data validation. + Coordinate with Segment Risk, Finance Data Resource Group, IT, Treasury and other teams to implement enhancements to 2052a reporting/6G instruction changes, including writing business requirements and performing user acceptance testing. + Represent the liquidity team in transformation and improvement projects. + Regularly participate in meetings with Treasury, Production, Risk Management, Internal Audit, and other key stakeholders Basic Qualifications: + 2+ years of liquidity FR 2052a and/or regulatory reporting experience with good foundational knowledge of Financial Reporting, Treasury, and balance sheet categories. + Bachelor's degree in finance or computer science Preferred Qualifications: + Knowledge in FR 2052a (5G and 6G) reporting including LCR, NSFR, Enhanced Prudential Standards/Reg YY + Strong interpersonal skills with the ability to communicate effectively, both in writing and verbally. + Well-developed analytical capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity. + Highly motivated and proactive 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: $57000-$113000 Annual Salary 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.
$57k-113k yearly 58d ago
Asset Management - Shareholder Services - Analyst
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210660296 JobSchedule: Full time JobShift: : 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
Jpmorganchase 4.8
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 24d ago
Asset Management - Financial Advisor Services - Analyst
Jpmorgan Chase 4.8
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. 21d ago
Asset Management - Shareholder Services - Analyst
Jpmorgan Chase 4.8
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 valueadd 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 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 - Shareholder Services - Analyst
Jpmorganchase 4.8
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
Home Savers Operations Analyst
Huntington 4.4
Columbus, OH jobs
The Home Savers Operations Analyst develops strategy for restructuring problem and non-performing installment, first/second mortgage loans to minimize losses to the bank. Duties & Responsibilities: Interacts frequently with other Loss Mitigation Analysts, lending officials, realtors and borrowers to better secure collateral, equity, or other assets of the borrower. Correspond with customers, brokers, title companies and attorneys in order to facilitate optimal delinquency resolution and mitigate risk/loss to the bank through advanced contact and consultation efforts. Analyze requests and financial plans to determine which course of action and/or loan collection strategy is most suitable for the client and the bank. Act as delegates for our investors, FNMA, FHLMC, HUD, VA, Credit Union and Private Investors. Other duties as assigned. Basic Qualifications: 1+ years related experience High School Diploma NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required. Preferred Qualifications: Strong analytical, decision making and negotiation skills 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. 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.
$84k-100k yearly est. Auto-Apply 17d ago
Broker Dealer Ops Analyst 3
Huntington 4.4
Columbus, OH jobs
The Huntington Securities, Inc. (HSI) Broker Dealer Operations Analyst 3 is responsible for supporting institutional broker dealer operations including collateral management, TBA trading support, Municipal New Issue support, Fedwire processing, Equity Capital Markets support, Regulatory Reporting, and additional duties as assigned. In this dynamic team environment, you will maintain detailed knowledge of broker dealer operations and organizational policies and procedures. Additionally, you may participate in special projects to drive process improvement. Duties & Responsibilities: Collateral management for TBA trading Support AOT processing Support Municipal New Issue operations Support Equity ATM/FATM and Corporate Buyback activity Basic Qualifications: Bachelor's degree 3-5 years of brokerage operations or comparable experience Must be able to obtain FINRA SIE and Series 99 within 12 months of hire An additional 5 years' experience in product area may be considered in lieu of bachelor's degree Preferred Qualifications: Ability to manage multiple priorities in a fast-paced environment; adaptive to change Ability to create and foster strong partnerships with business partners and work well in a team environment Detail oriented with strong organizational skills FINRA SIE and Series 99 If currently licensed with Series 7 additional licensing is not required Regulatory reporting for TRACE, MSRB, and CAT Perform verbal verification of instructions and process Fedwire requests Prepare procedures, job aids, and ad hoc reports requested within business line Work with audit or risk colleagues to provide information and test internal controls Assist in the training of new colleagues on any/all functions; performs quality checks on completed work Performs other duties as assigned 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: 49,925.00 - 92,575.00 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.
$84k-100k yearly est. Auto-Apply 29d ago
International Ops Analyst 2
Huntington 4.4
Columbus, OH jobs
The Internation Ops Analyst 2 positions is responsible for processing the issuance, document examination and financial transactions related to Import/Export Letters of Credit, processing of Incoming/Outgoing Collections and booking of Supply Chain Financing transactions. This position is responsible for reviewing credit approvals to ensure letters issued are in adherence to banks policies and procedures. Provides support and guidance to customers and colleagues, leveraging detailed knowledge of procedures. Performs quality check on completed work. This position will be located at our Gateway office 5555 Cleveland Ave Columbus Ohio Working knowledge of HNB Global Trade Services products Responsible for issuing/processing Letters of Credit and examining documents presented under LC's to ensure compliance with bank procedures and industry standards and regulations per the Uniform Customs and Practice for Documentary Credits ("UCP") and/or the International Standby Practices ("ISP"). Provides in depth support and guidance to customers and colleagues, leveraging detailed knowledge of procedures. Cross train on several departmental activities and functions; coordinates and provides training of other International Trade Specialists, as needed. Work with audit or risk colleagues to provide information and test internal controls. Performs quality check on completed work. This position will be located at our Gateway office 5555 Cleveland Ave Columbus Ohio Basic Qualifications: High School Diploma 3 or more years' experience within loan operations with reviewing loan documents and/or examination experience Preferred Qualifications: Knowledge of general accounting principals College degree Letter of Credit issuance experience Certified Documentary Credit Specialist A working knowledge of the Uniform Customs and Practice for Documentary Credits (UCP600), International Standby Practices (ISP98), and International Standard Banking Practice. Excellent customer service, communication and interpersonal skills. Detail-oriented and deadline-driven. Strong analytical and problem solving skills. Proficiency with Microsoft Excel and Word. Knowledge of a Foreign Language Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No 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. 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.
$84k-100k yearly est. Auto-Apply 57d ago
Transactions Analyst
Jpmorgan Chase 4.8
Columbus, OH jobs
Join a dynamic team at JPMorgan Chase, where your skills will drive innovation and operational excellence. As part of the IMCC and ATM Monitoring Group, you'll play a key role in enhancing customer and employee experiences through proactive oversight of operational issues. This is your opportunity to grow your career and make a significant impact within a global financial leader. As a Transactions Analyst within the Integrated Monitoring and Control Center (IMCC) and ATM Monitoring Group (AMG), you will support the ATM Fleet and over 50 applications by monitoring their health, production environments, and job and file transmissions. You will act as a liaison between support groups and the line of business, providing resolution assistance and ensuring operational excellence. Your role is crucial in maintaining the normal flow of business and maximizing both customer and employee experiences. You will be part of a collaborative team that values innovation, continuous improvement, and shared success. **Job Responsibilities:** + Manage incidents via ServiceNow for timely resolution and escalation. + Provide L1 Technology support to 2-3 technology products. + Research performance/health and resolve technical failures. + Analyze details using multiple systems to resolve problems. + Maintain strict adherence to risk procedures and complete risk training. + Assist in IMCC risk avoidance assessments. + Escalate concerns to production areas or vendor partners for resolution. + Communicate clearly with internal/external clients, including senior management. + Identify risk trends and patterns for management and technology partners. + Participate in service/process education to enhance customer experience. + Lead/support Continuous Improvement activities. **Required Qualifications, Capabilities, and Skills:** + 3 years of experience in Operations, including Risk & Control. + Strong oral & written communication skills, problem-solving skills, and organizational skills. + Advanced MS Office skills. + Attention to detail and ability to make decisions with minimal supervision. + SQL knowledge. + Flexibility and project management skills. **Preferred Qualifications, Capabilities, and Skills:** + Technical qualification/skills preferred. + B.Tech, MBA, BCom graduates considered. + Prior Level 1 incident management experience preferred. + Excellent written communication skills. + Ability to communicate across all levels of leadership. + Ability to work within a team and maintain confidentiality. + Familiarity with ATMs. **Work Schedule** Tuesday - Saturday - 1:30 pm - 10:00 pm **Shift Diff** 10% Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans
$59k-78k yearly est. 10d ago
Consumer Lending Data Analyst
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. This position is based in Cincinnati, Ohio 4 Days in office at 5/3 Bank Madisonville Office Building. We are unable to do remote. This role will be focused on data analytics for our home equity line of business. GENERAL FUNCTION: Responsible for developing analytics and reporting that helps the line of business manage its pricing strategy to meet or exceed revenue goals and capitalize on market share in accordance with corporate goals and objectives. Focus on providing value-added analysis and recommendations to support business growth. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: + Lead the development and implementation of best practice pricing by creating and defining the tools, process, guidelines, and standardized reporting that will help define a pricing strategy, set prices, and execute pricing plans to achieve revenue, profit and market share goals. + Collaborate with internal partners when appropriate to develop process and analytics that are needed to strengthen baseline pricing recommendations that drive bottom line results. + Ensure timely & actionable reports are provided to leadership team, on routine or ad-hoc basis, that story tells product positioning through data visualization and quantitative and qualitative analysis. + Produce reporting that helps the LOB operate and monitor performance and KPIs related to profitability production, as well as provide forecasting of future performance. + Conduct competitive analysis to assess competitor impacts to localized pricing and promos, market share, and product features / benefits. + Define data requirements and resources to support analysis and reporting of overall pricing effectiveness. + Synthesize and interpret pricing analytics and present recommendations. + Update and monitor pricing posted and communicated across multiple channels. + Support continuous improvement of pricing processes. + Apply advanced analytical thinking to key pricing issues, including but not limited to the development of demand curves and price elasticity calculations. + Improve the use of predictive analytics to proactively manage price + Ensures daily pricing in systems is consistent with published rates, importing pricing information and verifying accuracy. + Quantify value of products against competitor offerings + Create an executive reporting dashboard to communicate impact of pricing decisions MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's Degree in Statistics, Mathematics, Economics, or equivalent experience required + 3-5 years experience in retail, analysis or pricing preferred + Proficient in a wide range of analytical, quantitative, and statistical techniques and tools to derive insights from large, complex data environments + Exceptional ability to extract strategic insights from large data sets + ffice computer skills required; preference for Microsoft application experience + Advanced Excel skills required + Experience with statistical analysis software packages (e.g., SAS) required + Excellent communication skills: listening, verbal and written + Strong organizational, planning, and time management skills + Strong work ethic complemented with a positive, can-do attitude + Ability to learn company systems and tools Consumer Lending Data Analyst At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$71k-85k yearly est. 60d+ ago
Consumer Lending Data Analyst
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. This position is based in Cincinnati, Ohio 4 Days in office at 5/3 Bank Madisonville Office Building. We are unable to do remote. This role will be focused on data analytics for our home equity line of business. GENERAL FUNCTION: Responsible for developing analytics and reporting that helps the line of business manage its pricing strategy to meet or exceed revenue goals and capitalize on market share in accordance with corporate goals and objectives. Focus on providing value-added analysis and recommendations to support business growth. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: * Lead the development and implementation of best practice pricing by creating and defining the tools, process, guidelines, and standardized reporting that will help define a pricing strategy, set prices, and execute pricing plans to achieve revenue, profit and market share goals. * Collaborate with internal partners when appropriate to develop process and analytics that are needed to strengthen baseline pricing recommendations that drive bottom line results. * Ensure timely & actionable reports are provided to leadership team, on routine or ad-hoc basis, that story tells product positioning through data visualization and quantitative and qualitative analysis. * Produce reporting that helps the LOB operate and monitor performance and KPIs related to profitability production, as well as provide forecasting of future performance. * Conduct competitive analysis to assess competitor impacts to localized pricing and promos, market share, and product features / benefits. * Define data requirements and resources to support analysis and reporting of overall pricing effectiveness. * Synthesize and interpret pricing analytics and present recommendations. * Update and monitor pricing posted and communicated across multiple channels. * Support continuous improvement of pricing processes. * Apply advanced analytical thinking to key pricing issues, including but not limited to the development of demand curves and price elasticity calculations. * Improve the use of predictive analytics to proactively manage price * Ensures daily pricing in systems is consistent with published rates, importing pricing information and verifying accuracy. * Quantify value of products against competitor offerings * Create an executive reporting dashboard to communicate impact of pricing decisions MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's Degree in Statistics, Mathematics, Economics, or equivalent experience required * 3-5 years experience in retail, analysis or pricing preferred * Proficient in a wide range of analytical, quantitative, and statistical techniques and tools to derive insights from large, complex data environments * Exceptional ability to extract strategic insights from large data sets * ffice computer skills required; preference for Microsoft application experience * Advanced Excel skills required * Experience with statistical analysis software packages (e.g., SAS) required * Excellent communication skills: listening, verbal and written * Strong organizational, planning, and time management skills * Strong work ethic complemented with a positive, can-do attitude * Ability to learn company systems and tools Consumer Lending Data Analyst At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$71k-85k yearly est. Auto-Apply 7d ago
Language Access Program (LAP) Analyst - Bilingual/Spanish
Keybank 4.4
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 subject to individual and company performance. 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: 01/05/2026 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-Remote
$61k-94k yearly Auto-Apply 14d ago
Capital Planning Analyst II
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. not available for immigration sponsorship.GENERAL FUNCTION: Assists in the execution of complex financial analysis and business improvement in support of capital adequacy processes, including Comprehensive Capital Analysis & Review (CCAR), and enterprise-wide stress testing. Emerging as a financial leader to all Fifth Third Bancorp lines of business, this role will assist in the coordination of Fifth Third's capital planning processes. Focus on providing value-added analysis and process improvement recommendations to support Capital Planning, as well as quality assurance and business controls support. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Understands the identification of key business factors (both internal and external) that impact capital planning processes. Maintains an up-to-date knowledge base to keep current on existing and emerging industry issues. Collection, aggregation, and analysis of forecasted financials and supporting documentation from the across the Bancorp. Plays a key supporting role in documentation of financial plans and analysis in a format appropriate for meetings with senior management. Evaluates and improves design of reports and processes to ensure that analytical tools evolve as business changes. Performs maintenance on existing schedules and reports for changes to information. Prepares and analyzes reports for all lines of business and affiliates. Investigates and documents unusual items. Develops trend analyses and other quantitative reports to determine business trends. Establishes, fosters and maintains working relationships with Finance, Risk and LOB personnel contributing to execution of enterprise-wide capital planning activities. Works closely with line of business participants and other CCAR central process teams to improve the overall control environment of the capital planning process and drive consistency and sustainability. Participates in complex process improvement initiatives to drive consistency & sustainability within capital planning. Assists with providing guidance to stress test participants in updating/maintaining control documentation, including process flows, approval templates, & policy/procedural documentation. Responsible for verifying and documenting compliance with risk management/control framework supporting relevant aspects of Fifth Third's Capital Planning Process. Seeks opportunities to enhance Capital Adequacy Process (CAP) and is an active participant in process improvement and problem resolution issues. Develops recommendations and action plans to support growth and eliminate or mitigate observed risks. Attends meetings with peers to maintain knowledge of current and emerging issues and risks in respective focus areas. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Bachelor's degree required. MBA, CFA, or CPA preferred. Knowledge of GAAP strongly desired. Typically requires two to four years of accounting or finance related experience in industry or public accounting. Should have a breadth of knowledge and experience in multiple lines of business within Bancorp. Proficient with MS-Windows and other related PC applications. Possess the desire and ability to learn mainframe applications, and automated data analysis tools and techniques. This position requires excellent analytical, verbal and written communication skills necessary to interact with personnel ranging from clerical staff to more senior management. Demonstrated proficiency in performance measurement tools and technology. Ability to work both individually and as a member of a team. Ability to maintain professional composure in a dynamic work environment that often requires management/completion of multiple tasks. Demonstrate sound judgment as well as apply logical/critical thought processes. WORKING CONDITIONS: Normal office environment with little exposure to dust, noise, temperature and the like. Extended viewing of a CRT screen. #LI-BP1 Capital Planning Analyst II At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$66k-79k yearly est. Auto-Apply 17d ago
Transactions Analyst
Jpmorgan Chase & Co 4.8
Ohio jobs
JobID: 210680799 JobSchedule: Full time JobShift: : Join a dynamic team at JPMorgan Chase, where your skills will drive innovation and operational excellence. As part of the IMCC and ATM Monitoring Group, you'll play a key role in enhancing customer and employee experiences through proactive oversight of operational issues. This is your opportunity to grow your career and make a significant impact within a global financial leader. As a Transactions Analyst within the Integrated Monitoring and Control Center (IMCC) and ATM Monitoring Group (AMG), you will support the ATM Fleet and over 50 applications by monitoring their health, production environments, and job and file transmissions. You will act as a liaison between support groups and the line of business, providing resolution assistance and ensuring operational excellence. Your role is crucial in maintaining the normal flow of business and maximizing both customer and employee experiences. You will be part of a collaborative team that values innovation, continuous improvement, and shared success. Job Responsibilities: * Manage incidents via ServiceNow for timely resolution and escalation. * Provide L1 Technology support to 2-3 technology products. * Research performance/health and resolve technical failures. * Analyze details using multiple systems to resolve problems. * Maintain strict adherence to risk procedures and complete risk training. * Assist in IMCC risk avoidance assessments. * Escalate concerns to production areas or vendor partners for resolution. * Communicate clearly with internal/external clients, including senior management. * Identify risk trends and patterns for management and technology partners. * Participate in service/process education to enhance customer experience. * Lead/support Continuous Improvement activities. Required Qualifications, Capabilities, and Skills: * 3 years of experience in Operations, including Risk & Control. * Strong oral & written communication skills, problem-solving skills, and organizational skills. * Advanced MS Office skills. * Attention to detail and ability to make decisions with minimal supervision. * SQL knowledge. * Flexibility and project management skills. Preferred Qualifications, Capabilities, and Skills: * Technical qualification/skills preferred. * B.Tech, MBA, BCom graduates considered. * Prior Level 1 incident management experience preferred. * Excellent written communication skills. * Ability to communicate across all levels of leadership. * Ability to work within a team and maintain confidentiality. * Familiarity with ATMs. Work Schedule Tuesday - Saturday - 1:30 pm - 10:00 pm Shift Diff 10%
$59k-78k yearly est. Auto-Apply 12d ago
Transactions Analyst
Jpmorganchase 4.8
Ohio jobs
Join a dynamic team at JPMorgan Chase, where your skills will drive innovation and operational excellence. As part of the IMCC and ATM Monitoring Group, you'll play a key role in enhancing customer and employee experiences through proactive oversight of operational issues. This is your opportunity to grow your career and make a significant impact within a global financial leader. As a Transactions Analyst within the Integrated Monitoring and Control Center (IMCC) and ATM Monitoring Group (AMG), you will support the ATM Fleet and over 50 applications by monitoring their health, production environments, and job and file transmissions. You will act as a liaison between support groups and the line of business, providing resolution assistance and ensuring operational excellence. Your role is crucial in maintaining the normal flow of business and maximizing both customer and employee experiences. You will be part of a collaborative team that values innovation, continuous improvement, and shared success. Job Responsibilities: Manage incidents via ServiceNow for timely resolution and escalation. Provide L1 Technology support to 2-3 technology products. Research performance/health and resolve technical failures. Analyze details using multiple systems to resolve problems. Maintain strict adherence to risk procedures and complete risk training. Assist in IMCC risk avoidance assessments. Escalate concerns to production areas or vendor partners for resolution. Communicate clearly with internal/external clients, including senior management. Identify risk trends and patterns for management and technology partners. Participate in service/process education to enhance customer experience. Lead/support Continuous Improvement activities. Required Qualifications, Capabilities, and Skills: 3 years of experience in Operations, including Risk & Control. Strong oral & written communication skills, problem-solving skills, and organizational skills. Advanced MS Office skills. Attention to detail and ability to make decisions with minimal supervision. SQL knowledge. Flexibility and project management skills. Preferred Qualifications, Capabilities, and Skills: Technical qualification/skills preferred. B.Tech, MBA, BCom graduates considered. Prior Level 1 incident management experience preferred. Excellent written communication skills. Ability to communicate across all levels of leadership. Ability to work within a team and maintain confidentiality. Familiarity with ATMs. Work Schedule Tuesday - Saturday - 1:30 pm - 10:00 pm Shift Diff 10%
$59k-78k yearly est. Auto-Apply 13d ago
IMG Trading Operations Analyst
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Responsible for trade and portfolio administration, including tracking and reporting Equity Trading performance and Soft Dollar and research broker budget. Also responsible for maintaining the equity modeling program and rebalancing accounts attached to equity and asset allocation models. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, ensuring actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. Essential Duties & Responsibilities: Trade and Portfolio Administration * Maintain and manage group project agenda under direction of manager. * Prepare and analyze reports for ongoing projects under direction of manager. * Work with Investment Operations and the Technology Department on mutual projects. * Update and maintain investment management software for risk management and compliance purposes. Soft Dollar and Research Broker Reporting * Compile soft dollar contracts under direction of manager. * Reconcile broker statements. * Monitor best execution. Equity Modeling * Receive investment model updates and changes from internal and external strategy teams and execute across institutional and personal trust accounts. Responsible for managing high-volume, high-transaction, high-risk systems. * Work with internal and external strategists to develop workflows for updating models, rebalancing accounts, and implementing strategy changes. Responsible for reconciling model positions monthly. * Monitor, identify, and correct any account-level cash or position deviations from the model. * Develop, implement, and maintain procedures to ensure minimal dispersion of returns for separately managed accounts; continuously reduce implementation shortfall. * Execute all modeled account maintenance requests from portfolio managers and financial advisors, including creating and releasing large block orders. * Track and implement socially responsible restrictions, unmanaged restrictions, and cash requirements for all institutional and personal trust modeled accounts. * Manage all aspects of SMA and UMA modeling platforms; work with IT and vendors on system conversions, upgrades, and day-to-day maintenance. * Provide guidance to portfolio managers and strategists on fund selection within asset allocation models; must be familiar with liquidity, trading restrictions, and account minimums. * Serve as a backup to others in the Investment Management Rebalancing group as needed. * Perform other job responsibilities as determined necessary. Supervisory Responsibilities: None Minimum Knowledge, Skills, and Abilities Required: * Bachelor's Degree required. * 1-3 years of investment experience required. * Working knowledge of fixed income and equity securities, their markets, and trading characteristics. * Working knowledge of all trade-related operation areas. * Strong knowledge of PC applications, including Excel, Word, Access, Outlook, and PowerPoint. * Working knowledge of mainframe system interface. * Demonstrates strong leadership and project management skills. * Results- and goal-oriented; possesses sound judgment and ability to apply logical/critical thought processes when developing business solutions. * Ability to adjust to multiple demands, shifting priorities, and rapid change. IMG Trading Operations Analyst At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$78k-92k yearly est. Auto-Apply 2d ago