Business Applications Analyst Senior - Treasury Management
USAA 4.7
Analyst lead job at USAA
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Our Business Applications Analyst Senior will be a key contributor within the Treasury Management - Strategy, Projects and Applications team, responsible for providing comprehensive analytical, business, and technical support across a portfolio of IT platforms, with a particular emphasis on ensuring the oversight and effective management of Treasury Management applications. This role demands extensive experience with SAP Treasury Management applications, enabling the candidate to lead business analysis initiatives/troubleshooting, develop and maintain application solutions, and drive business process improvements across various strategic functions. The analyst will also be accountable for the execution and oversight of controls, administrative responsibilities, and application support for these critical systems, advising stakeholders on IT platform direction by leveraging a strong understanding of business processes and SAP Treasury functionalities to identify and analyze technology solutions. Collaboration with diverse teams to manage dependencies, risks, and opportunities will be essential, alongside researching complex business issues, documenting requirements, directing system testing and implementation, designing documentation standards, and coaching team members to ensure robust risk management aligned with company policies, all while demonstrating proficiency in Agile methodologies and a proactive, solution-oriented mindset.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC.
Relocation assistance is not available for this position.
What you'll do:
Advises and provides analytical support and recommendations to stakeholders making decisions related to business and application/IT platform direction and modifications, taking into account current and future business needs and opportunities.
Maintains advanced understanding of business processes, applications/IT platform and strategic direction and advises customers on and facilitates the identification, research, and analysis of application/IT platform and technology solutions.
Collaborates and exchanges information with team members, stakeholders, and information services to ensure dependencies, risks, and opportunities are identified and addressed.
Researches complex business issues requiring advanced knowledge of business principles and theories.
Responsible for analyzing and participates in documenting business requirements for application/IT platform and data systems and directing the testing and implementation of new systems or changes to current system as required to meet contractual needs and improve processes.
Leads and participates in the design and administration of standards and policies regarding application/IT platform and end user customer documentation.
Provides input and participates in establishing system documentation standards and quality assurance methodologies for systems and applications/IT platform.
Provides work direction and coaching to team members and may provide input on performance and development plans.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of work experience in analyzing IT business processes, software application/IT platform design and/or IT documentation, with an understanding of application/IT platform data systems and operations processes.
Demonstrated understanding of application/IT platform administration and the software development life cycle, to include testing execution.
Experience in developing and maintaining documentation related to workflow and business requirements, as well as technical functionality of IT applications/IT platform.
Advanced knowledge of Microsoft Office tools.
Knowledge of risk & controls with experience identifying and fixing gaps, documenting controls and testing of those controls.
Successful completion of an analyst assessment may be required.
What sets you apart:
Comprehensive experience in SAP application ownership/support, with a specific focus on treasury functions related to Liquidity and Cash Management. This includes a proven track record in troubleshooting, maintaining, and enhancing SAP systems to ensure optimal performance and user satisfaction.
Proficiency in Agile methodologies.
Proactive and solution oriented.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $93,770 - $179,240.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$93.8k-179.2k yearly Auto-Apply 18h ago
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Business Strategy Analyst - Intermediate Level
USAA 4.7
Analyst lead job at USAA
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are seeking a dedicated Business Strategy Analyst II in support of the Technology Vendor Management Office.
The candidate for this team will work in the Technology Vendor Management Office and will be responsible for delivering on operational activities aligned the Technology goals and objectives.
Utilizes quantitative and qualitative analysis to make connections between evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for key stakeholders in the business unit to effectively manage, influence, and impact line of business strategy.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in our San Antonio, TX campus. Relocation assistance is not available for this position.
What you'll do:
Identifies and refines key business assumptions and hypotheses around line of business strategy factoring in recommendations from analysts.
Supports peer analysts in developing the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience.
Leverages data-driven problem-solving techniques to manipulate and interpret business results.
Assists with translating findings into insights for strategy management and execution.
Prepares supporting data and detailed material that helps communicate the significance of the strategic insights to senior leaders and other stakeholders.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's Degree in Business, Science, Finance, Economics or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
2 years of experience in data and/or analytics or strategy consulting.
Foundational knowledge of project management.
Demonstrated experience using data analytics to formulate data-driven insights.
Experience developing recommendations driven by qualitative/quantitative analysis and market insights.
Experience performing data analysis using various data analytics tools (i.e. Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics).
What sets you apart:
Experience working in third-party suppliers and vendor management operations
Experience with change management and communications
US military experience through military service or a military spouse/domestic partner [optional]
Compensation range: The salary range for this position is: $63,590.00 - $114,450.00.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$63.6k-114.5k yearly Auto-Apply 18h ago
Business Applications Analyst Senior - Treasury Management
USAA 4.7
Analyst lead job at USAA
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Our Business Applications Analyst Senior will be a key contributor within the Treasury Management - Strategy, Projects and Applications team, responsible for providing comprehensive analytical, business, and technical support across a portfolio of IT platforms, with a particular emphasis on ensuring the oversight and effective management of Treasury Management applications. This role demands extensive experience with SAP Treasury Management applications, enabling the candidate to lead business analysis initiatives/troubleshooting, develop and maintain application solutions, and drive business process improvements across various strategic functions. The analyst will also be accountable for the execution and oversight of controls, administrative responsibilities, and application support for these critical systems, advising stakeholders on IT platform direction by leveraging a strong understanding of business processes and SAP Treasury functionalities to identify and analyze technology solutions. Collaboration with diverse teams to manage dependencies, risks, and opportunities will be essential, alongside researching complex business issues, documenting requirements, directing system testing and implementation, designing documentation standards, and coaching team members to ensure robust risk management aligned with company policies, all while demonstrating proficiency in Agile methodologies and a proactive, solution-oriented mindset.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC.
Relocation assistance is not available for this position.
What you'll do:
Advises and provides analytical support and recommendations to stakeholders making decisions related to business and application/IT platform direction and modifications, taking into account current and future business needs and opportunities.
Maintains advanced understanding of business processes, applications/IT platform and strategic direction and advises customers on and facilitates the identification, research, and analysis of application/IT platform and technology solutions.
Collaborates and exchanges information with team members, stakeholders, and information services to ensure dependencies, risks, and opportunities are identified and addressed.
Researches complex business issues requiring advanced knowledge of business principles and theories.
Responsible for analyzing and participates in documenting business requirements for application/IT platform and data systems and directing the testing and implementation of new systems or changes to current system as required to meet contractual needs and improve processes.
Leads and participates in the design and administration of standards and policies regarding application/IT platform and end user customer documentation.
Provides input and participates in establishing system documentation standards and quality assurance methodologies for systems and applications/IT platform.
Provides work direction and coaching to team members and may provide input on performance and development plans.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of work experience in analyzing IT business processes, software application/IT platform design and/or IT documentation, with an understanding of application/IT platform data systems and operations processes.
Demonstrated understanding of application/IT platform administration and the software development life cycle, to include testing execution.
Experience in developing and maintaining documentation related to workflow and business requirements, as well as technical functionality of IT applications/IT platform.
Advanced knowledge of Microsoft Office tools.
Knowledge of risk & controls with experience identifying and fixing gaps, documenting controls and testing of those controls.
Successful completion of an analyst assessment may be required.
What sets you apart:
Comprehensive experience in SAP application ownership/support, with a specific focus on treasury functions related to Liquidity and Cash Management. This includes a proven track record in troubleshooting, maintaining, and enhancing SAP systems to ensure optimal performance and user satisfaction.
Proficiency in Agile methodologies.
Proactive and solution oriented.
US military experience through military service or a military spouse/domestic partner.
Compensation range: The salary range for this position is: $93,770 - $179,240.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$93.8k-179.2k yearly Auto-Apply 18h ago
Technical Business Data Analyst - VP
Citi 4.6
Irving, TX jobs
The Applications Development Technology LeadAnalyst is a senior level position responsible for establishing and implementing new or revised application systems and programs in coordination with the Technology team. Also liaising between business users and technologists to exchange information in a concise, logical and understandable way in coordination with the Technology team. The overall objective of this role is to lead applications systems analysis and programming activities.
Responsibilities:
Provide input during development and implementation phases, including formulation and definition of systems scope, objectives and necessary system enhancements for complex, high-impact projects
Identify and communicate risks and impacts and propose risk mitigation options, considering business implications of the application of technology to the current business environment
Consult with business clients to determine system functional specifications and partner with multiple management teams and other units to meet organizational objectives
Partner with multiple management teams to ensure appropriate integration of functions to meet goals as well as identify and define necessary system enhancements to deploy new products and process improvements
Resolve variety of high impact problems/projects through in-depth evaluation of complex business processes, system processes, and industry standards
Provide expertise in area and advanced knowledge of applications programming and ensure application design adheres to the overall architecture blueprint
Utilize advanced knowledge of system flow and develop standards for coding, testing, debugging, and implementation
Develop comprehensive knowledge of how areas of business, such as architecture and infrastructure, integrate to accomplish business goals
Provide in-depth analysis with interpretive thinking to define issues and develop innovative solutions
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
10+ years of experience
Proficiency in SAS tools with extensive experience using SAS for ETL and data analysis.
Good knowledge on SQL and Python.
Proficiency in MS Office (Word, Excel, Visio, PowerPoint) with extensive experience using Excel for data analysis
Experience with all phases of Software Development Life Cycle
Comprehensive knowledge of the principles of business analysis
Very good knowledge on Mortgage domain and Risk management.
Education:
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
In-depth knowledge of the mortgage industry, including loan types, regulations, underwriting guidelines, and market trends, and uses this expertise to analyze complex mortgage scenarios, identify potential risks, and ensure compliance with relevant regulatory rules laws, often working within a financial controller, business users and technology organizations and ensure data is properly structured and stored.
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Job Family Group:
Technology
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Job Family:
Applications Development
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Time Type:
Full time
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Primary Location:
Irving Texas United States
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Primary Location Full Time Salary Range:
$125,760.00 - $188,640.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Dec 18, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$125.8k-188.6k yearly Auto-Apply 20d ago
Private Bank Investment Operations - Equity and Fixed Income Trade Support Analyst
Bank of America Corporation 4.7
Addison, TX jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
* Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
* Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
* Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
* Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Skills:
* Attention to Detail
* Customer and Client Focus
* Oral Communications
* Prioritization
* Problem Solving
* Account Management
* Analytical Thinking
* Coaching
* Written Communications
* Mentoring
* Research
* Result Orientation
LOB Job Description:
* Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
* Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
* The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
* Ensure all trades are posted in the correct account by settlement date. Communicate with ISG Trade Desk to resolve issues timely.
* Team members are located in Jacksonville, FL, Dallas, TX,
Required Skills:
* Excel, Word, Outlook Proficiency
* Strong Written Skills
* Strong Verbal Skills
* Ability to learn from training done both in person and virtually
Desired Skills:
* Works well with others / in a team environment
* Strong Excel Skills
* Ability to work with Macros to perform processes
* Ability to Multi Task
* Receptive to Feedback
* Dedication to work
This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$58k-78k yearly est. 16d ago
Private Bank Investment Operations - Equity and Fixed Income Trade Support Analyst
Bank of America 4.7
Addison, TX jobs
Dallas, Texas;Addison, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*****************************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**:**
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
**Responsibilities:**
+ Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
+ Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
+ Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
+ Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
**Skills:**
+ Attention to Detail
+ Customer and Client Focus
+ Oral Communications
+ Prioritization
+ Problem Solving
+ Account Management
+ Analytical Thinking
+ Coaching
+ Written Communications
+ Mentoring
+ Research
+ Result Orientation
**LOB Job Description:**
+ Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
+ Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
+ The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
+ Ensure all trades are posted in the correctaccount by settlement date. Communicate with ISG Trade Desk to resolve issues timely.
+ Team members are located in Jacksonville, FL, Dallas, TX,
**Required Skills:**
+ Excel, Word, Outlook Proficiency
+ Strong Written Skills
+ Strong Verbal Skills
+ Ability to learn from training done both in person and virtually
**Desired Skills:**
+ Works well with others / in a team environment
+ Strong Excel Skills
+ Ability to work with Macros to perform processes
+ Ability to Multi Task
+ Receptive to Feedback
+ Dedication to work
_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$58k-78k yearly est. 18d ago
U.S. Private Bank - AWM Program Analyst
Jpmorgan Chase Bank, N.A 4.8
Austin, TX jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
Help devise customized financial strategies for existing and prospective clients
Prepare pitch books and meeting materials
Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
Become an expert in a range of proprietary models to provide recommendations on tailored solutions
Conduct research and analysis; assist with product development and prospecting efforts
Research client inquiries and manage follow up communication and materials
Work directly with clients as you continue to progress in your role
Required Qualifications, Capabilities, and Skills
Bachelor's degree with a minimum overall GPA of 3.2
No more than two years of work experience following completion of undergraduate program
Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
Superior multi-tasking and organizational skills
Excellent communication skills and poise giving presentations
Genuine interest in financial markets and macro-level economic trends
Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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
$72k-100k yearly est. 1d ago
U.S. Private Bank - AWM Program Analyst
Jpmorganchase 4.8
Austin, TX jobs
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
Help devise customized financial strategies for existing and prospective clients
Prepare pitch books and meeting materials
Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
Become an expert in a range of proprietary models to provide recommendations on tailored solutions
Conduct research and analysis; assist with product development and prospecting efforts
Research client inquiries and manage follow up communication and materials
Work directly with clients as you continue to progress in your role
Required Qualifications, Capabilities, and Skills
Bachelor's degree with a minimum overall GPA of 3.2
No more than two years of work experience following completion of undergraduate program
Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
Superior multi-tasking and organizational skills
Excellent communication skills and poise giving presentations
Genuine interest in financial markets and macro-level economic trends
Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
$72k-100k yearly est. Auto-Apply 2d ago
Loan Documentation and Processing Intermediate Associate Analyst
Citi 4.6
Irving, TX jobs
The Loan Doc & Proc Intmd Assoc Ayst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Individual must be accountable, ethical, results oriented, trustworthy, and credible.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Responsibilities:
This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process
Activities will include independently processing and closing loans within a complex loan operations environment.
Integrates a solid understanding of industry and business standards and practices of loan documentation processes
Deals with most loan-related problems independently and has some latitude to resolve complex issues, where expertise is required to interpret against policies, guidelines, or processes
Applies judgment when interpreting data, preparing reports, and presents findings to management
Make resolution recommendations based on identified trends and facts
Designs and analyzes complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities
Participates in and supports the implementation of projects and process improvement initiatives
Interprets data and makes recommendations for the launch of new products/services and upgraded platforms that loan documentation/processing functions
Demonstrates a understanding of the loan documentation processes to identify policy gaps and formulate policies to support the streamlining of related work processes.
Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, to adhere to audit and control policies. Serves as a checker for systematic transactions as a last line of defense.
Timely escalation and resolution of all inquiries and issues related to loan documentation.
Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit
Provides informal guidance and/or on-the-job-training to new team members
Works closely with own team and internal stakeholders in order to meet client needs
Has direct interaction with external customers to disseminate or explain information
Individuals who are emerging as an expert in a specific skill set, business area or product, but who remain focused primarily on daily execution
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct business practices, escalating, managing and reporting control issues with transparency.
Qualifications:
2 - 5 years relevant experience
Basic knowledge of Business Processes, Systems and Tools used in the Loan Process
Demonstrate understanding of Loan Processes, Procedures, Products and Services
General awareness of managing, preparing, and reviewing loan documentation
Able to identify, mitigate, manage, resolve, and escalate risks and issues
Reasonable awareness of risk types, policies and control measures and processes
Comply with applicable laws, rules, and regulations, and adhering to Policies
Education:
Bachelor's/University degree or equivalent experience
------------------------------------------------------
Job Family Group:
Operations - Transaction Services
------------------------------------------------------
Job Family:
Loan Documentation and Processing
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
Irving Texas United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$61,870.00 - $86,330.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Dec 19, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$61.9k-86.3k yearly Auto-Apply 19d ago
Private Bank Investment Operations - Equity and Fixed Income Trade Support Analyst
Bank of America 4.7
Dallas, TX jobs
Dallas, Texas;Addison, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*****************************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**:**
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
**Responsibilities:**
+ Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
+ Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
+ Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
+ Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
**Skills:**
+ Attention to Detail
+ Customer and Client Focus
+ Oral Communications
+ Prioritization
+ Problem Solving
+ Account Management
+ Analytical Thinking
+ Coaching
+ Written Communications
+ Mentoring
+ Research
+ Result Orientation
**LOB Job Description:**
+ Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
+ Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
+ The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
+ Ensure all trades are posted in the correctaccount by settlement date. Communicate with ISG Trade Desk to resolve issues timely.
+ Team members are located in Jacksonville, FL, Dallas, TX,
**Required Skills:**
+ Excel, Word, Outlook Proficiency
+ Strong Written Skills
+ Strong Verbal Skills
+ Ability to learn from training done both in person and virtually
**Desired Skills:**
+ Works well with others / in a team environment
+ Strong Excel Skills
+ Ability to work with Macros to perform processes
+ Ability to Multi Task
+ Receptive to Feedback
+ Dedication to work
_This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$58k-78k yearly est. 18d ago
Private Bank Investment Operations - Equity and Fixed Income Trade Support Analyst
Bank of America 4.7
Dallas, TX jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Skills:
Attention to Detail
Customer and Client Focus
Oral Communications
Prioritization
Problem Solving
Account Management
Analytical Thinking
Coaching
Written Communications
Mentoring
Research
Result Orientation
LOB Job Description:
Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
Ensure all trades are posted in the correct account by settlement date. Communicate with ISG Trade Desk to resolve issues timely.
Team members are located in Jacksonville, FL, Dallas, TX,
Required Skills:
Excel, Word, Outlook Proficiency
Strong Written Skills
Strong Verbal Skills
Ability to learn from training done both in person and virtually
Desired Skills:
Works well with others / in a team environment
Strong Excel Skills
Ability to work with Macros to perform processes
Ability to Multi Task
Receptive to Feedback
Dedication to work
This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$58k-78k yearly est. Auto-Apply 17d ago
Transaction Mgmt. Operations Analyst - SS&CO Private Bank Settlement Support
Bank of America 4.7
Dallas, TX jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Skills:
Attention to Detail
Customer and Client Focus
Oral Communications
Prioritization
Problem Solving
Account Management
Analytical Thinking
Coaching
Written Communications
Mentoring
Research
Result Orientation
LOB Job Description:The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments. The Private Bank Corporate Actions team provides operational support for global and domestic corporate action event processing for the Private Bank. The team is responsible for both mandatory and voluntary corporate action events, as well as support for class action events.The candidate will be responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include transaction processing, analyzing event details and requirements, and communicating effectively with peers, management, and business partners. Job expectations include providing quality service and effective operations support for internal business partners and external clients.Responsibilities include:
Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures including escalation when necessary
Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Required Qualifications:
Proficiency in Microsoft Excel
Ability to pick up new concepts and routines quickly
Ability to learn how to research more complex issues and make connections to processes across the department
Excellent written and verbal communication skills
Strong work ethic and ability to quickly process large amounts of data
Previous experience in financial services, especially within operations
Basic understanding of corporate actions
Desired Qualifications:
Proactive approach to responsibilities
Organized with effective time management
Can analyze and process incoming payments with high accuracy
Comfortable balancing positions and transactions
This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$58k-78k yearly est. Auto-Apply 53d ago
Private Bank Investment Operations - Equity and Fixed Income Trade Support Analyst
Bank of America Corporation 4.7
Dallas, TX jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
:
This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.
Responsibilities:
* Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
* Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
* Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
* Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
Skills:
* Attention to Detail
* Customer and Client Focus
* Oral Communications
* Prioritization
* Problem Solving
* Account Management
* Analytical Thinking
* Coaching
* Written Communications
* Mentoring
* Research
* Result Orientation
LOB Job Description:
* Provide timely and accurate trade handling to Private Bank clients when trades are submitted or executed.
* Provide support to Private Bank Front Office and Investment Solutions Group (ISG) Private Bank Trading.
* The review of control reports is completed and quality reviewed by the private Bank Trade Support team to verify trades were actioned and confirmed completely and accurately by settlement date.
* Ensure all trades are posted in the correct account by settlement date. Communicate with ISG Trade Desk to resolve issues timely.
* Team members are located in Jacksonville, FL, Dallas, TX,
Required Skills:
* Excel, Word, Outlook Proficiency
* Strong Written Skills
* Strong Verbal Skills
* Ability to learn from training done both in person and virtually
Desired Skills:
* Works well with others / in a team environment
* Strong Excel Skills
* Ability to work with Macros to perform processes
* Ability to Multi Task
* Receptive to Feedback
* Dedication to work
This position is currently located at 901 Main Street, Dallas, TX but will relocate to the Addison campus at 16001 N Dallas Parkway in mid 2026. Successful candidate(s) for this role would be required to work in the Main Street location until the move to Addison occurs.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$58k-78k yearly est. 16d ago
Infrastructure Senior Tech Analyst, Assistant Vice President
Citi 4.6
Roanoke, TX jobs
Overview of Citi:
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
As a bank with a brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and efficient services.
Our commitment to diversity includes a workforce that represents the clients we serve from all walks of life, backgrounds, and origins. We foster an environment where the best people want to work. We value and demand respect for others, promote individuals based on merit, and ensure opportunities for personal development are widely available to all. Ideal candidates are innovators with well-rounded backgrounds who bring their authentic selves to work and complement our culture of delivering results with pride. If you are a problem solver who seeks passion in your work, come join us. We'll enable growth and progress together.
Overview of the Role:
The Infrastructure Senior Technology Analyst is an intermediate level role responsible for assisting with LAN / WAN and help desk administration activities, including network maintenance, technical guidance, and security in coordination with the Technology Infrastructure team. The overall objective is to use infrastructure technology knowledge and identified policies to process data, resolve issues and execute administrative tasks.
Responsibilities:
Create complex project plans, perform impact analyses solve/work high impact problems/projects, and provide resolutions to restore services
Drive Root Cause Analysis (RCA) post restoration of service
Design testing approaches, complex processes, reporting streams, and create automation of repetitive tasks
Review requirement documents, define hardware requirements and examine and update processes and procedures as necessary
Provide technical/strategic direction and act as advisor/coach to lower level analysts
Develop projects required for design of metrics, analytical tools, benchmarking activities and best practices
Responsible for overall operating system applications
Contribute to technical direction and strategic decisions
Has the ability to operate with a limited level of direct supervision.
Can exercise independence of judgement and autonomy.
Acts as SME to senior stakeholders and /or other team members.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
5-8 years of experience in Infrastructure Technologies delivery with a proven track record of operational process change and improvement
Ability to communicate technical concepts to non-technical audience
Ability to work with virtual and in-person teams, and work under pressure or to a deadline
Experience in a Financial Services or large complex and/or global environment preferred
Effective written and verbal communication skills
Effective analytic/diagnostic skills
Education:
Bachelor's/University degree or equivalent experience
------------------------------------------------------
Job Family Group:
Technology
------------------------------------------------------
Job Family:
Infrastructure
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
Roanoke Texas United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$96,400.00 - $144,600.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Dec 17, 2025
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$96.4k-144.6k yearly Auto-Apply 21d ago
Risk Analyst Intern
USAA 4.7
Analyst lead job at USAA
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Risk Analyst internship focuses on practicing skills that play a crucial role in identifying, assessing, and mitigating risk across USAA. You will learn real corporate world sophisticated quantitative techniques to model and handle risks and provide critical insights to advise strategic decisions. The opportunity may lead to selection into a two-year risk development rotational program following graduation. Rotational placings may vary depending on business needs.
Our internship program lets you showcase your skills, while gaining real-life experience that'll help you jump-start your career. Our interns deliver innovative solutions to real business challenges, while building enduring relationships in a collaborative culture with their manager and an assigned mentor.
The internship is based at USAA Corporate Headquarters in San Antonio, TX, Plano, TX, and Charlotte, NC. Interns offered full-time roles may have the opportunity to work out of one of USAA's satellite locations.
What you'll do:
Our Risk Analyst Interns, work under direct supervision and following risk and compliance procedures and guidance, perform routine work assignments and problem resolution to support other team members, including the following tasks:
Supports the team in the identification, assessment, aggregation and documentation of risks and controls, including risks associated with new or modified products, services, distribution channels, regulations, and third-party operations.
Acquires knowledge of risk management principles and practices.
Applies foundational learning to help support the implementation of new risk policies, practices, appetites, and solutions to ensure complete understanding and management of risks according to industry standard methodology.
Assists in the process of improving strategies, tools, and methodologies to measure, monitor, and report risks.
Acquires knowledge to assist in producing analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies.
Supports cross-functional team initiatives to identify, assess, aggregate and mitigate current and emerging risk events.
Applies foundational learning to help support the formulation of stress test plans for a line of business or the enterprise.
What you have:
To qualify, you must be pursuing a degree from an accredited college or university, and plan to graduate after the final day of the internship. Most of our interns participate the summer between their junior and senior years. Our 2026 internship will start on May 27, 2026 and last through August 7, 2026.
Graduation date cannot be prior to August 7, 2026
Pursuing a bachelor's degree or higher in Business, Finance, or related field at a 4-year accredited university.
0 to 2 years of related experience and accountability for simple to moderately complex tasks and/or projects required.
Foundational and conceptual knowledge of risk management, regulatory or operations experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area required.
Foundational knowledge of data analysis tools and techniques.
What sets you apart:
Knowledge of information security/IT
Knowledge of reporting and analysis, and control testing
Data analytical skills, risk management interest
Detail oriented/strong organization/ self-starter
Proficient with Excel
Compensation range: The salary range for this position is: $24 - $25. Interns will receive an intern stipend to assist with expenses.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA views its internship program as a pipeline to possible future employment. This is based on an individual's graduation date, performance, role qualifications, and business need. To be considered for possible future employment opportunities interns must meet the full-time work eligibility requirements for any given role. Thus, interns should ensure their sponsorship status and other provided information is accurately reflected on their intern application. Inadequate completion of your application may render you ineligible for further consideration in the hiring process.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the hourly range based on your experience and market data of the position. The actual hourly rate for this role may vary by location.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Interns may not be eligible for all benefits, for more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$24-25 hourly Auto-Apply 60d+ ago
Litigation Operations Support Analyst
Bank of America Corporation 4.7
Fort Worth, TX jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for handling moderately complex legal documents; knowledge of a subset of documents necessary to provide thorough responses on behalf of the bank to 3rd parties. Key responsibilities include interpretation, sound judgment, informed decisions, restricting accounts, and compliance with state, federal requirements and privacy laws. Job expectations include maintaining caseload and adherence to production, quality requirements and required deadlines.
Responsibilities:
* Accurately interprets legal documents
* Manages Caseload effectively
* Submits timely accurate responses to legal matters
* Communicates effectively with external third parties
* Makes decisions with minimal support
* Review complex legal documents and interpret document scope to determine what accounts and bank records are responsive to the subpoena.
* Review of documents includes ability to apply state and federal laws to maintain compliance with proper service, customer notification requirements, and compliance with Right to Financial Privacy Act
* Role requires ability to navigate dozens of systems to research and acquire responsive documents.
* Frequent interactions with Law Enforcement, agencies, and attorneys to negotiate scope, court appearances, and reasonable due dates for delivery.
* Advanced organizational skills to maintain a large caseload of case with multiple moving parts.
Required skills:
* Previous Portfolio Management experience
* 1-2 years' experience with MS Suite
* Legal or court background
* Familiar with Bank of America systems
* Highly organized, quick thinker
Skills:
* Attention to Detail
* Organizational Effectiveness
* Research
* Analytical Thinking
* Business Acumen
* Interpret Relevant Laws, Rules, and Regulations
* Pipeline Management
* Risk Management
* Must understand bank products and location of responsive documents.
* Professional Demeanor: Demonstrating patience, composure, and client service attitude.
* Organizational skills and the importance of being detailed oriented
* Problem Solving and Decision Making Skills: Thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.
* Flexibility and Adeptness: Handling multiple projects and daily tasks adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.
* Initiative: Identify process improvements, demonstrate a "self-starter" behavior and a willingness to help others, and show potential to require minimal supervision.
* Communication Skills: Communicate effectively both written and verbal, tailor communications to audience, actively listen and follow-up with questions and updates to involved parties.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$58k-78k yearly est. 13d ago
IT Business Sr Analyst - AVP
Citi 4.6
Irving, TX jobs
The IT Business Senior Analyst is an intermediate-level position responsible for liaising between business users and technologists to exchange information in a concise, logical and understandable way in coordination with the Technology team. The overall objective of this role is to contribute to continuous iterative exploration and investigation of business performance and other measures to gain insight and drive business planning.
Responsibilities:
Formulate and define systems scope and objectives for complex projects and foster communication between business leaders and IT
Consult with users and clients to solve complex system issues/problems through in-depth evaluation of business processes, systems and industry standards and recommends solutions
Support system change processes from requirements through implementation and provide input based on analysis of information
Consult with business clients to determine system functional specifications and provides user and operational support
Identify and communicate risks and impacts, considering business implications of the application of technology to the current business environment
Act as advisor or coach to new or lower level analysts and work as a team to achieve business objectives, performing other duties and functions as assigned
Has the ability to operate with a limited level of direct supervision.
Can exercise independence of judgement and autonomy.
Acts as SME to senior stakeholders and /or other team members.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
5-8 years of relevant experience
Experience in data analysis with intermediate/advanced Microsoft Office Suite skills
Proven interpersonal, data analysis, diplomatic, management and prioritization skills
Consistently demonstrate clear and concise written and verbal communication
Proven ability to manage multiple activities and build/develop working relationships
Proven self-motivation to take initiative and master new tasks quickly
Demonstrated ability to work under pressure to meet tight deadlines and approach work methodically with attention to detail
Education:
Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Technology
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Job Family:
Business Analysis / Client Services
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Time Type:
Full time
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Primary Location:
Irving Texas United States
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Primary Location Full Time Salary Range:
$87,360.00 - $131,040.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Nov 20, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$87.4k-131k yearly Auto-Apply 48d ago
Risk Analyst Intern
USAA 4.7
Analyst lead job at USAA
**Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
**The Opportunity**
**The Risk Analyst internship focuses on practicing skills that play a crucial role in identifying, assessing, and mitigating risk across USAA. You will learn real corporate world sophisticated quantitative techniques to model and handle risks and provide critical insights to advise strategic decisions. The opportunity may lead to selection into a two-year risk development rotational program following graduation. Rotational placings may vary depending on business needs.**
Our internship program lets you showcase your skills, while gaining real-life experience that'll help you jump-start your career. Our interns deliver innovative solutions to real business challenges, while building enduring relationships in a collaborative culture with their manager and an assigned mentor.
The internship is based at USAA Corporate Headquarters in San Antonio, TX, Plano, TX, and Charlotte, NC. Interns offered full-time roles may have the opportunity to work out of one of USAA's satellite locations.
**What you'll do:**
Our Risk Analyst Interns, work under direct supervision and following risk and compliance procedures and guidance, perform routine work assignments and problem resolution to support other team members, including the following tasks:
+ Supports the team in the identification, assessment, aggregation and documentation of risks and controls, including risks associated with new or modified products, services, distribution channels, regulations, and third-party operations.
+ Acquires knowledge of risk management principles and practices.
+ Applies foundational learning to help support the implementation of new risk policies, practices, appetites, and solutions to ensure complete understanding and management of risks according to industry standard methodology.
+ Assists in the process of improving strategies, tools, and methodologies to measure, monitor, and report risks.
+ Acquires knowledge to assist in producing analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies.
+ Supports cross-functional team initiatives to identify, assess, aggregate and mitigate current and emerging risk events.
+ Applies foundational learning to help support the formulation of stress test plans for a line of business or the enterprise.
**What you have:**
To qualify, you must be pursuing a degree from an accredited college or university, and plan to graduate after the final day of the internship. Most of our interns participate the summer between their junior and senior years. **Our 2026 internship will start on May 27, 2026 and last through August 7, 2026.**
+ Graduation date cannot be prior to **August 7, 2026**
+ Pursuing a bachelor's degree or higher in Business, Finance, or related field at a 4-year accredited university.
+ 0 to 2 years of related experience and accountability for simple to moderately complex tasks and/or projects required.
+ Foundational and conceptual knowledge of risk management, regulatory or operations experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area required.
+ Foundational knowledge of data analysis tools and techniques.
**What sets you apart:**
+ Knowledge of information security/IT
+ Knowledge of reporting and analysis, and control testing
+ Data analytical skills, risk management interest
+ Detail oriented/strong organization/ self-starter
+ Proficient with Excel
**Compensation range:** The salary range for this position is: $24 - $25 **.** Interns will receive an intern stipend to assist with expenses.
**USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).**
USAA views its internship program as a pipeline to possible future employment. This is based on an individual's graduation date, performance, role qualifications, and business need. To be considered for possible future employment opportunities interns must meet the full-time work eligibility requirements for any given role. Thus, interns should ensure their sponsorship status and other provided information is accurately reflected on their intern application. Inadequate completion of your application may render you ineligible for further consideration in the hiring process.
**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the hourly range based on your experience and market data of the position. The actual hourly rate for this role may vary by location.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Interns may not be eligible for all benefits, for more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._
_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**
**Please do not type your first and last name in all caps.**
**_Find your purpose. Join our mission._**
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
$24-25 hourly 60d+ ago
Risk Analyst Intern
USAA 4.7
Analyst lead job at USAA
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Risk Analyst internship focuses on practicing skills that play a crucial role in identifying, assessing, and mitigating risk across USAA. You will learn real corporate world sophisticated quantitative techniques to model and handle risks and provide critical insights to advise strategic decisions. The opportunity may lead to selection into a two-year risk development rotational program following graduation. Rotational placings may vary depending on business needs.
Our internship program lets you showcase your skills, while gaining real-life experience that'll help you jump-start your career. Our interns deliver innovative solutions to real business challenges, while building enduring relationships in a collaborative culture with their manager and an assigned mentor.
The internship is based at USAA Corporate Headquarters in San Antonio, TX, Plano, TX, and Charlotte, NC. Interns offered full-time roles may have the opportunity to work out of one of USAA's satellite locations.
What you'll do:
Our Risk Analyst Interns, work under direct supervision and following risk and compliance procedures and guidance, perform routine work assignments and problem resolution to support other team members, including the following tasks:
Supports the team in the identification, assessment, aggregation and documentation of risks and controls, including risks associated with new or modified products, services, distribution channels, regulations, and third-party operations.
Acquires knowledge of risk management principles and practices.
Applies foundational learning to help support the implementation of new risk policies, practices, appetites, and solutions to ensure complete understanding and management of risks according to industry standard methodology.
Assists in the process of improving strategies, tools, and methodologies to measure, monitor, and report risks.
Acquires knowledge to assist in producing analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies.
Supports cross-functional team initiatives to identify, assess, aggregate and mitigate current and emerging risk events.
Applies foundational learning to help support the formulation of stress test plans for a line of business or the enterprise.
What you have:
To qualify, you must be pursuing a degree from an accredited college or university, and plan to graduate after the final day of the internship. Most of our interns participate the summer between their junior and senior years. Our 2026 internship will start on May 27, 2026 and last through August 7, 2026.
Graduation date cannot be prior to August 7, 2026
Pursuing a bachelor's degree or higher in Business, Finance, or related field at a 4-year accredited university.
0 to 2 years of related experience and accountability for simple to moderately complex tasks and/or projects required.
Foundational and conceptual knowledge of risk management, regulatory or operations experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area required.
Foundational knowledge of data analysis tools and techniques.
What sets you apart:
Knowledge of information security/IT
Knowledge of reporting and analysis, and control testing
Data analytical skills, risk management interest
Detail oriented/strong organization/ self-starter
Proficient with Excel
Compensation range: The salary range for this position is: $24 - $25. Interns will receive an intern stipend to assist with expenses.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA views its internship program as a pipeline to possible future employment. This is based on an individual's graduation date, performance, role qualifications, and business need. To be considered for possible future employment opportunities interns must meet the full-time work eligibility requirements for any given role. Thus, interns should ensure their sponsorship status and other provided information is accurately reflected on their intern application. Inadequate completion of your application may render you ineligible for further consideration in the hiring process.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the hourly range based on your experience and market data of the position. The actual hourly rate for this role may vary by location.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Interns may not be eligible for all benefits, for more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$24-25 hourly Auto-Apply 60d+ ago
Risk Analyst Intern
United Services Automobile Association (USAA 4.7
Analyst lead job at USAA
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Risk Analyst internship focuses on practicing skills that play a crucial role in identifying, assessing, and mitigating risk across USAA. You will learn real corporate world sophisticated quantitative techniques to model and handle risks and provide critical insights to advise strategic decisions. The opportunity may lead to selection into a two-year risk development rotational program following graduation. Rotational placings may vary depending on business needs.
Our internship program lets you showcase your skills, while gaining real-life experience that'll help you jump-start your career. Our interns deliver innovative solutions to real business challenges, while building enduring relationships in a collaborative culture with their manager and an assigned mentor.
The internship is based at USAA Corporate Headquarters in San Antonio, TX, Plano, TX, and Charlotte, NC. Interns offered full-time roles may have the opportunity to work out of one of USAA's satellite locations.
What you'll do:
Our Risk Analyst Interns, work under direct supervision and following risk and compliance procedures and guidance, perform routine work assignments and problem resolution to support other team members, including the following tasks:
* Supports the team in the identification, assessment, aggregation and documentation of risks and controls, including risks associated with new or modified products, services, distribution channels, regulations, and third-party operations.
* Acquires knowledge of risk management principles and practices.
* Applies foundational learning to help support the implementation of new risk policies, practices, appetites, and solutions to ensure complete understanding and management of risks according to industry standard methodology.
* Assists in the process of improving strategies, tools, and methodologies to measure, monitor, and report risks.
* Acquires knowledge to assist in producing analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies.
* Supports cross-functional team initiatives to identify, assess, aggregate and mitigate current and emerging risk events.
* Applies foundational learning to help support the formulation of stress test plans for a line of business or the enterprise.
What you have:
To qualify, you must be pursuing a degree from an accredited college or university, and plan to graduate after the final day of the internship. Most of our interns participate the summer between their junior and senior years. Our 2026 internship will start on May 27, 2026 and last through August 7, 2026.
* Graduation date cannot be prior to August 7, 2026
* Pursuing a bachelor's degree or higher in Business, Finance, or related field at a 4-year accredited university.
* 0 to 2 years of related experience and accountability for simple to moderately complex tasks and/or projects required.
* Foundational and conceptual knowledge of risk management, regulatory or operations experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area required.
* Foundational knowledge of data analysis tools and techniques.
What sets you apart:
* Knowledge of information security/IT
* Knowledge of reporting and analysis, and control testing
* Data analytical skills, risk management interest
* Detail oriented/strong organization/ self-starter
* Proficient with Excel
Compensation range: The salary range for this position is: $24 - $25. Interns will receive an intern stipend to assist with expenses.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA views its internship program as a pipeline to possible future employment. This is based on an individual's graduation date, performance, role qualifications, and business need. To be considered for possible future employment opportunities interns must meet the full-time work eligibility requirements for any given role. Thus, interns should ensure their sponsorship status and other provided information is accurately reflected on their intern application. Inadequate completion of your application may render you ineligible for further consideration in the hiring process.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the hourly range based on your experience and market data of the position. The actual hourly rate for this role may vary by location.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Interns may not be eligible for all benefits, for more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.