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
This role is for an Audit Data Analyst II - Staff Auditor (Intermediate) responsible for performing audit data analytics in collaboration with audit teams. The position involves driving innovation in audit execution by finding opportunities for data analytics and by developing, deploying, and supporting data analysis solutions. Candidates are expected to have two or more years of experience in data analytics, with an understanding and experience in Tableau, Python, and/or Snowflake. Previous audit experience is considered a plus.
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:
Implements data analytics approaches in support of internal audits.
Applies data-driven analytic capabilities to identify anomalies, outliers, emerging trends, and operational risks within assigned audits.
Applies analytical approaches to draw conclusions and make 'insight to action' recommendations to answer both audit/business objectives.
Translates recommendation into communication materials to effectively present to colleagues for peer review and senior/lead analysts.
Delivers analysis and findings to mid-level management, garners support for recommendations to assist in driving business decisions.
Assist the team in navigating within diverse environments to locate, validate, extract, and format data for data analysis testing.
Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements.
Builds knowledge in designing data visualizations with more complex tools to support analytical and reporting needs.
Assist and begins to build recurring and continuous reporting and automation solutions in various analytics tools (e.g., SQL or SAS) to support risk identification.
What you have:
Bachelor's degree in quantitative analytics, Economics, Finance, Statistics, Mathematics, Operations Research, Data and/or Business Analysis, Data Science, or other quantitative subject area. 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
2 years of data analytical experience to include visualization tools.
1 year experience applying and working on data and analytics in an audit, risk, or similar controls environment.
1 year SQL or SAS data programming experience.
Ability to understand and/or identify issues from a data perspective.
Experience communicating data to peers and business partners.
Experience working on business reporting or dashboards.
Experience developing operational reporting.
Experience in data processing, database programming, and/or data analytics.
Ability to develop data solutions that are efficient, effective, and essential.
What sets you apart:
Experience in Tableau, Python and/or Snowflake
Audit experience
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $69,920- $133,620.
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.
$69.9k-133.6k yearly Auto-Apply 6d ago
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Audit Data Analyst - Staff Auditor (Intermediate)
USAA 4.7
Senior reporting analyst 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**
This role is for an Audit Data Analyst II - Staff Auditor (Intermediate) responsible for performing audit data analytics in collaboration with audit teams. The position involves driving innovation in audit execution by finding opportunities for data analytics and by developing, deploying, and supporting data analysis solutions. Candidates are expected to have two or more years of experience in data analytics, with an understanding and experience in Tableau, Python, and/or Snowflake. Previous audit experience is considered a plus.
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:**
+ Implements data analytics approaches in support of internal audits.
+ Applies data-driven analytic capabilities to identify anomalies, outliers, emerging trends, and operational risks within assigned audits.
+ Applies analytical approaches to draw conclusions and make 'insight to action' recommendations to answer both audit/business objectives.
+ Translates recommendation into communication materials to effectively present to colleagues for peer review and senior/lead analysts.
+ Delivers analysis and findings to mid-level management, garners support for recommendations to assist in driving business decisions.
+ Assist the team in navigating within diverse environments to locate, validate, extract, and format data for data analysis testing.
+ Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements.
+ Builds knowledge in designing data visualizations with more complex tools to support analytical and reporting needs.
+ Assist and begins to build recurring and continuous reporting and automation solutions in various analytics tools (e.g., SQL or SAS) to support risk identification.
**What you have:**
+ Bachelor's degree in quantitative analytics, Economics, Finance, Statistics, Mathematics, Operations Research, Data and/or Business Analysis, Data Science, or other quantitative subject area. 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
+ 2 years of data analytical experience to include visualization tools.
+ 1 year experience applying and working on data and analytics in an audit, risk, or similar controls environment.
+ 1 year SQL or SAS data programming experience.
+ Ability to understand and/or identify issues from a data perspective.
+ Experience communicating data to peers and business partners.
+ Experience working on business reporting or dashboards.
+ Experience developing operational reporting.
+ Experience in data processing, database programming, and/or data analytics.
+ Ability to develop data solutions that are efficient, effective, and essential.
**What sets you apart:**
+ Experience in Tableau, Python and/or Snowflake
+ Audit experience
+ US military experience through military service or a military spouse/domestic partner
**Compensation range:** The salary range for this position is: $69,920- $133,620 **.**
**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._
**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.
JPMorgan Chase is driven by curiosity, passion, optimism, and the belief that everybody can grow. As a Strategic ReportingAnalyst within the JPMorgan Chase Consumer Banking Fraud Risk Analytics & Intelligence team, you will play a pivotal role in identifying and anticipating new and emerging risks and trends. You will collaborate with key stakeholders to assess risk factors and apply your expert judgment to address challenges that affect our company, customers, and communities. Our culture in the Risk Management and Fraud Center of Excellence emphasizes innovative thinking, challenging the status quo, and striving to be best-in-class.
We are looking for a highly skilled and experienced Analyst to join our Fraud Risk Analytics & Intelligent Reporting team. In this role, you will focus on developing analytical insights into the strategies employed by our risk partners to identify and mitigate fraud. You will be responsible for creating, automating, and deploying intelligent solutions that address the reporting and analytical needs of the business line. Additionally, you will ensure that compliance and control requirements are met, providing timely and reliable information to the appropriate audience.
Job Responsibilities:
Data Interpretation: Analyze large volumes of complex data to formulate problem statements and draw concise conclusions about underlying risk dynamics, trends, and opportunities.
Risk Indicators and Metrics: Identify and develop key risk indicators and metrics, enhance existing reporting mechanisms, and explore new analytical areas to improve fraud detection.
Cross-Functional Collaboration: Work closely with cross-functional partners to understand and address key business challenges.
Communication and Presentation: Exhibit exceptional communication skills, both written and verbal, to effectively communicate with diverse audiences, including senior leadership.
Independent Problem Solving: Demonstrate the ability to work independently, taking ownership of problem-solving from start to finish.
Strategy and Product Development: Collaborate with Product Risk managers and other stakeholders to support the development and monitoring of new strategies and products.
Required qualifications, capabilities, and skills:
Master's Degree in a quantitative discipline with a minimum of 3 years of work experience in analytics, or Bachelor's Degree in a quantitative discipline (e.g., Data Analysis, Economics, Mathematics, Statistics, Management Information Systems) with a minimum of 5 years of work experience in analytics/analytical reporting.
Advanced proficiency in SQL or SAS is required.
Demonstrated experience with Tableau; advanced knowledge of Alteryx is highly desirable.
Strong financial analytical skills with the ability to extract business insights from complex data structures.
Preferred qualifications, capabilities, and skills:
Industry Experience: Experience in Banking/Digital Banking preferred.
Analytical Storytelling: Excellent analytical storytelling skills.
Adaptability: Ability to work in a fast-paced environment and flexibly adapt to change.
Project Management Skills: Well-organized, structured approach, ability to achieve tight timelines on complex deliverables.
Technical Skills: Alteryx, Tableau, SQL, Snowflake and SAS.
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
JPMorgan Chase is driven by curiosity, passion, optimism, and the belief that everybody can grow. As a Strategic ReportingAnalyst within the JPMorgan Chase Consumer Banking Fraud Risk Analytics & Intelligence team, you will play a pivotal role in identifying and anticipating new and emerging risks and trends. You will collaborate with key stakeholders to assess risk factors and apply your expert judgment to address challenges that affect our company, customers, and communities. Our culture in the Risk Management and Fraud Center of Excellence emphasizes innovative thinking, challenging the status quo, and striving to be best-in-class.
We are looking for a highly skilled and experienced Analyst to join our Fraud Risk Analytics & Intelligent Reporting team. In this role, you will focus on developing analytical insights into the strategies employed by our risk partners to identify and mitigate fraud. You will be responsible for creating, automating, and deploying intelligent solutions that address the reporting and analytical needs of the business line. Additionally, you will ensure that compliance and control requirements are met, providing timely and reliable information to the appropriate audience.
**Job Responsibilities:**
+ **Data Interpretation:** Analyze large volumes of complex data to formulate problem statements and draw concise conclusions about underlying risk dynamics, trends, and opportunities.
+ **Risk Indicators and Metrics:** Identify and develop key risk indicators and metrics, enhance existing reporting mechanisms, and explore new analytical areas to improve fraud detection.
+ **Cross-Functional Collaboration:** Work closely with cross-functional partners to understand and address key business challenges.
+ **Communication and Presentation:** Exhibit exceptional communication skills, both written and verbal, to effectively communicate with diverse audiences, including senior leadership.
+ **Independent Problem Solving:** Demonstrate the ability to work independently, taking ownership of problem-solving from start to finish.
+ **Strategy and Product Development:** Collaborate with Product Risk managers and other stakeholders to support the development and monitoring of new strategies and products.
**Required qualifications, capabilities, and skills:**
+ Master's Degree in a quantitative discipline with a minimum of 3 years of work experience in analytics, or Bachelor's Degree in a quantitative discipline (e.g., Data Analysis, Economics, Mathematics, Statistics, Management Information Systems) with a minimum of 5 years of work experience in analytics/analytical reporting.
+ Advanced proficiency in SQL or SAS is required.
+ Demonstrated experience with Tableau; advanced knowledge of Alteryx is highly desirable.
+ Strong financial analytical skills with the ability to extract business insights from complex data structures.
**Preferred qualifications, capabilities, and skills:**
+ Industry Experience: Experience in Banking/Digital Banking preferred.
+ Analytical Storytelling: Excellent analytical storytelling skills.
+ Adaptability: Ability to work in a fast-paced environment and flexibly adapt to change.
+ Project Management Skills: Well-organized, structured approach, ability to achieve tight timelines on complex deliverables.
+ Technical Skills: Alteryx, Tableau, SQL, Snowflake and SAS.
**To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).**
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
JPMorgan Chase is driven by curiosity, passion, optimism, and the belief that everybody can grow.
As a Strategic ReportingAnalyst within the JPMorgan Chase Consumer Banking Fraud Risk Analytics & Intelligence team, you will play a pivotal role in identifying and anticipating new and emerging risks and trends. You will collaborate with key stakeholders to assess risk factors and apply your expert judgment to address challenges that affect our company, customers, and communities. Our culture in the Risk Management and Fraud Center of Excellence emphasizes innovative thinking, challenging the status quo, and striving to be best-in-class.
We are looking for a highly skilled and experienced Analyst to join our Fraud Risk Analytics & Intelligent Reporting team. In this role, you will focus on developing analytical insights into the strategies employed by our risk partners to identify and mitigate fraud. You will be responsible for creating, automating, and deploying intelligent solutions that address the reporting and analytical needs of the business line. Additionally, you will ensure that compliance and control requirements are met, providing timely and reliable information to the appropriate audience.
Job Responsibilities:
Data Interpretation: Analyze large volumes of complex data to formulate problem statements and draw concise conclusions about underlying risk dynamics, trends, and opportunities.
Risk Indicators and Metrics: Identify and develop key risk indicators and metrics, enhance existing reporting mechanisms, and explore new analytical areas to improve fraud detection.
Cross-Functional Collaboration: Work closely with cross-functional partners to understand and address key business challenges.
Communication and Presentation: Exhibit exceptional communication skills, both written and verbal, to effectively communicate with diverse audiences, including senior leadership.
Independent Problem Solving: Demonstrate the ability to work independently, taking ownership of problem-solving from start to finish.
Strategy and Product Development: Collaborate with Product Risk managers and other stakeholders to support the development and monitoring of new strategies and products.
Required qualifications, capabilities, and skills:
Master's Degree in a quantitative discipline with a minimum of 3 years of work experience in analytics, or Bachelor's Degree in a quantitative discipline (e.g., Data Analysis, Economics, Mathematics, Statistics, Management Information Systems) with a minimum of 5 years of work experience in analytics/analytical reporting.
Advanced proficiency in SQL or SAS is required.
Demonstrated experience with Tableau; advanced knowledge of Alteryx is highly desirable.
Strong financial analytical skills with the ability to extract business insights from complex data structures.
Preferred qualifications, capabilities, and skills:
Industry Experience: Experience in Banking/Digital Banking preferred.
Analytical Storytelling: Excellent analytical storytelling skills.
Adaptability: Ability to work in a fast-paced environment and flexibly adapt to change.
Project Management Skills: Well-organized, structured approach, ability to achieve tight timelines on complex deliverables.
Technical Skills: Alteryx, Tableau, SQL, Snowflake and SAS.
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
$88k-107k yearly est. Auto-Apply 4d ago
Client Reporting Senior Analyst - Global Credit Operations
Bank of America 4.7
Plano, TX jobs
About Us
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 providing reporting support including leading the development work for automated reporting solutions serving one or more lines of business or business disciplines. Key responsibilities include developing and maintaining systems of knowledge delivered via easy to navigate automated self-serve business intelligence solutions. Job expectations include working with business partners to understand client needs, creating solutions to meet those needs and leading aspects of the end to end development and deployment of the required reporting and analytical solutions.
Responsibilities:
Leads critical aspects in the development and maintenance of innovative automated business intelligence solutions, supporting data-driven business decisions
Designs, develops, and maintains automated data Extract, Transform, and Load (ETL) processes from various database platforms, storing data in ‘Fit for Use' relational tables
Leads analysis of disparate database sources including relational structures, dimensional data models, and cubes
Ensures on-time delivery of work while following established procedures and quality guidelines
Partners with business stakeholders to translate business requirements into technical specifications
Creates and maintains required standard documentation including metadata, detailed workflows documenting program, and desktop procedures
Works collaboratively in a cross-functional team, processing information from colleagues and providing routine updates during meetings related to projects
Required Qualifications:
Solid understanding of data gathering tools
Proficient with business intelligence reporting tools
5+ years of relevant experience
Experience with systems functional analysis, technology business analysis, and basic understanding of the different technical platforms, databases, and related technologies
Advanced knowledge of MS SQL Server, Tableau, MS Excel (functions and formulas) and MS PowerPoint
Working knowledge of software version control systems such as BIT/GIT Bucket
Ability to translate high level business requirements into technical data requirements
Great communication (verbal and written), interpersonal, organizational, documentation, and presentation skills
Ability to work efficiently both in a team environment and alone and unsupervised
Desired Qualifications:
Advanced knowledge of Tableau
Intermediate knowledge of Alteryx
Data Mining Experience using SQL/SAS querying
Understanding of Reporting Data Governance
High aptitude for self-motivation and self-determined project work
Process designer experience
Skills:
Automation
Data Mining
Data Quality Management
Data Visualization
Technical Troubleshooting
Agile Practices
Business Acumen
DevOps Practices
Reporting
Technical Documentation
Change Management
Continuous Improvement
Innovative Thinking
Production Support
Technical Strategy Development
Shift:
1st shift (United States of America)
Hours Per Week:
40
$78k-98k yearly est. Auto-Apply 13d ago
Client Reporting Analyst III
Bank of America 4.7
Plano, 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 developing reports to support management decision making. Key responsibilities include performing all phases of the report development process including participating in client meetings to understand needs and develop requirements, performing data research and data discovery, data sourcing including data automation, creating report visualizations, and managing report deployment including user on-boarding. Job expectations include developing, maintaining, or enhancing components of large reporting platforms to deliver comprehensive end-to-end reporting solutions.
Responsibilities:
Designs, develops, and maintains innovative automated reports, dashboards, and scorecards using Business Intelligence tools including MicroStrategy and Tableau
Designs, develops, and maintains automated data Extract, Transform, and Load (ETL) processes from various database platforms, storing data in ‘Fit for Use' relational tables
Analyzes disparate database sources including relational structures, dimensional data models, and cubes
Designs and builds relational data models to support the development of actionable reports, dashboards, and scorecards
Partners with business stakeholders to translate business requirements into technical specifications
Creates and maintains required standard documentation including metadata, detailed workflows documenting program, and desktop procedures
Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects
Required Qualifications:
Minimum 3 year direct experience with such applications as Alteryx, Tableau, SQL & SAS
Minimum of 3 years of data reporting experience
Desired Qualifications:
Experience with LoanIQ, Data and Database
Skills:
Automation
Data Mining
Data Quality Management
Data Visualization
Reporting
Agile Practices
Attention to Detail
DevOps Practices
Production Support
Technical Documentation
Business Acumen
Business Process Analysis
Continuous Improvement
Innovative Thinking
Quality Assurance
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$62k-85k yearly est. Auto-Apply 39d ago
Audit Data Analyst - Staff Auditor (Intermediate)
USAA 4.7
Senior reporting analyst 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
This role is for an Audit Data Analyst II - Staff Auditor (Intermediate) responsible for performing audit data analytics in collaboration with audit teams. The position involves driving innovation in audit execution by finding opportunities for data analytics and by developing, deploying, and supporting data analysis solutions. Candidates are expected to have two or more years of experience in data analytics, with an understanding and experience in Tableau, Python, and/or Snowflake. Previous audit experience is considered a plus.
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:
Implements data analytics approaches in support of internal audits.
Applies data-driven analytic capabilities to identify anomalies, outliers, emerging trends, and operational risks within assigned audits.
Applies analytical approaches to draw conclusions and make 'insight to action' recommendations to answer both audit/business objectives.
Translates recommendation into communication materials to effectively present to colleagues for peer review and senior/lead analysts.
Delivers analysis and findings to mid-level management, garners support for recommendations to assist in driving business decisions.
Assist the team in navigating within diverse environments to locate, validate, extract, and format data for data analysis testing.
Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements.
Builds knowledge in designing data visualizations with more complex tools to support analytical and reporting needs.
Assist and begins to build recurring and continuous reporting and automation solutions in various analytics tools (e.g., SQL or SAS) to support risk identification.
What you have:
Bachelor's degree in quantitative analytics, Economics, Finance, Statistics, Mathematics, Operations Research, Data and/or Business Analysis, Data Science, or other quantitative subject area. 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
2 years of data analytical experience to include visualization tools.
1 year experience applying and working on data and analytics in an audit, risk, or similar controls environment.
1 year SQL or SAS data programming experience.
Ability to understand and/or identify issues from a data perspective.
Experience communicating data to peers and business partners.
Experience working on business reporting or dashboards.
Experience developing operational reporting.
Experience in data processing, database programming, and/or data analytics.
Ability to develop data solutions that are efficient, effective, and essential.
What sets you apart:
Experience in Tableau, Python and/or Snowflake
Audit experience
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $69,920- $133,620.
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.
$69.9k-133.6k yearly Auto-Apply 1d ago
Audit Data Analyst - Staff Auditor (Intermediate)
USAA 4.7
Senior reporting analyst 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**
This role is for an Audit Data Analyst II - Staff Auditor (Intermediate) responsible for performing audit data analytics in collaboration with audit teams. The position involves driving innovation in audit execution by finding opportunities for data analytics and by developing, deploying, and supporting data analysis solutions. Candidates are expected to have two or more years of experience in data analytics, with an understanding and experience in Tableau, Python, and/or Snowflake. Previous audit experience is considered a plus.
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:**
+ Implements data analytics approaches in support of internal audits.
+ Applies data-driven analytic capabilities to identify anomalies, outliers, emerging trends, and operational risks within assigned audits.
+ Applies analytical approaches to draw conclusions and make 'insight to action' recommendations to answer both audit/business objectives.
+ Translates recommendation into communication materials to effectively present to colleagues for peer review and senior/lead analysts.
+ Delivers analysis and findings to mid-level management, garners support for recommendations to assist in driving business decisions.
+ Assist the team in navigating within diverse environments to locate, validate, extract, and format data for data analysis testing.
+ Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements.
+ Builds knowledge in designing data visualizations with more complex tools to support analytical and reporting needs.
+ Assist and begins to build recurring and continuous reporting and automation solutions in various analytics tools (e.g., SQL or SAS) to support risk identification.
**What you have:**
+ Bachelor's degree in quantitative analytics, Economics, Finance, Statistics, Mathematics, Operations Research, Data and/or Business Analysis, Data Science, or other quantitative subject area. 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
+ 2 years of data analytical experience to include visualization tools.
+ 1 year experience applying and working on data and analytics in an audit, risk, or similar controls environment.
+ 1 year SQL or SAS data programming experience.
+ Ability to understand and/or identify issues from a data perspective.
+ Experience communicating data to peers and business partners.
+ Experience working on business reporting or dashboards.
+ Experience developing operational reporting.
+ Experience in data processing, database programming, and/or data analytics.
+ Ability to develop data solutions that are efficient, effective, and essential.
**What sets you apart:**
+ Experience in Tableau, Python and/or Snowflake
+ Audit experience
+ US military experience through military service or a military spouse/domestic partner
**Compensation range:** The salary range for this position is: $69,920- $133,620 **.**
**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._
**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.
$69.9k-133.6k yearly 5d ago
Long Term Disability Senior Ability Analyst
The Hartford 4.5
San Antonio, TX jobs
Sr Ability Analyst - C409AN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Do you pride yourself on finding solutions and solving problems, by being a good listener and critical thinker?
This is your opportunity to give those passions and talents new purpose by applying them to meaningful work at The Hartford.
The Senior Ability Analyst primarily investigates claims to make timely, accurate and customer-focused initial and ongoing Long Term Disability benefit determinations using vocational, medical, and financial claim management.
The Senior Ability Analyst supports our mission of helping our customers rebuild their lives after an unexpected event or illness happens while following corporate claim standards, policies, and procedures, and statutory, regulatory and ethics requirements. Claim complexity varies depending on tenure in role, which may be inclusive of working with customers with behavioral health/mental illnesses and terminal diagnoses.
Work Arrangements
+ This role can have a Hybrid or Remote work arrangement.
+ Candidates who live near one of our office locations (Hartford CT, San Antonio TX, Naperville IL, Lake Mary FL, Scottsdale AZ, Alpharetta GA) will have the expectation of working in an office 3 days a week (Tuesday through Thursday).
+ Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise.
Start Date
+ 3/16/2026
Training
+ Training Hours: Core business hours M-F
+ Length of Training: 6-8 weeks
+ Work Hours After Training: Core business hours
Responsibilities
+ Obtain information from the claimant, employer, and medical provider(s) to make Long-Term Disability decisions
+ Analyze medical and financial information to determine eligibility for benefits
+ Provide exceptional customer service using professional written and verbal communication skills
+ Maintain a dedication to meeting the expectations and requirements of internal and external customers
+ Help to create a positive team environment that is inclusive to all employees
Qualifications
+ 2+ years of claim experience preferred
+ Excellent time management and organizational skills
+ Detail-oriented with the ability to maintain a high level of quality and accuracy, while meeting productivity expectations
+ An ability to adapt to new ideas and situations
+ Proficiency in Microsoft Office applications and the ability to navigate multiple systems simultaneously
+ High School Diploma/GED is required
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$44,400 - $66,600
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
$44.4k-66.6k yearly 4d ago
U.S. Private Bank - AWM Program Analyst
Jpmorgan Chase 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. 20d 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 21d ago
U.S. Private Bank - AWM Program Analyst
Jpmorgan Chase 4.8
Dallas, 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
$70k-97k yearly est. 2d ago
U.S. Private Bank - AWM Program Analyst
Jpmorganchase 4.8
Dallas, 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
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 Liquidity Strategy AnalystSenior develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors.
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:
Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries.
Develops and monitors liquidity policies and comprehensive contingency funding plans.
Independently assesses and communicates complex regulatory capital and liquidity rules.
Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis.
Responsible for efficient deployment of liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives.
Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business.
Advises key stakeholders on liquidity management issues according to industry best practices.
Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded.
Key contributor to Treasury initiatives in enterprise stress test planning and execution.
Evaluates stress scenario results and establishes contingency plans in partnership with key business stakeholders for reporting to senior management, governance committees, and the respective boards of directors.
Analyzes stress scenario impacts to the USAA Consolidated/P&C/Bank/Life Contingency Funding Plans and associated liquidity metrics for reporting to senior management, governance committees, and the respective boards of directors.
Primary contributor in the preparation and communication of key liquidity plans, metrics, analysis and reports to governance committees, senior management, regulatory bodies and the USAA Board of Directors.
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 related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting.
Subject matter expert knowledge of Microsoft Office products including Excel.
Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization.
Strong written and verbal communication skills, including the ability to create and present executive-level presentations.
Ability to effectively work with both internal and external partners.
What sets you apart:
Experience in Liquidity Management within the financial services industry.
Proven expertise in risk management, including risk metric development and monitoring.
Excellent communication skills to present complex analysis to senior management and regulators.
Experience working with Regulatory Bodies (OCC, FRB, TDI).
Chartered Financial Analyst (CFA) Designation.
Master's degree in business, Finance, Mathematics, or other related field.
Compensation range: The salary range for this position is: $114,080 - $218,030.
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.
$75k-92k yearly est. Auto-Apply 41d ago
Corporate Banking Sr Analyst - Oil & Gas - HOUSTON
Citi 4.6
Houston, TX jobs
The Corporate Banking SeniorAnalyst is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking
team. The Corporate Banking SeniorAnalyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic
advisor to our clients by formulating investment strategies and raising capital for clients.
Responsibilities:
Participate in client transactions, projects or assignments as the junior member of a professional team
Partner with senior Corporate Banking Officers and professionals
Organize and analyze sophisticated financial data used in client proposals and strategic plans
Prepare written recommendations and create statistical exhibits
Conduct economic/financial research
Provide evaluations of a company's financial performance compared to overall industry and market trends or data
Qualifications:
2-5 years of relevant experience
Theoretical and practical application of a body of highly specialized knowledge is required, including comprehensive knowledge of the
Corporate Banking business, its related products and pertinent regulations affecting it
Consistently demonstrate clear and concise written and verbal communication
Demonstrated planning and organizational skills
Education:
Bachelor's degree/University degree or equivalent experience
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Job Family Group:
Institutional Banking
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Job Family:
Corporate Banking
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Time Type:
Full time
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Primary Location:
Houston Texas United States
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Primary Location Full Time Salary Range:
$110,000.00 - $135,000.00
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:
Mar 03, 2026
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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.
$110k-135k yearly Auto-Apply 15d ago
Corporate Banking Sr Analyst - Oil & Gas - HOUSTON
Citigroup 4.6
Houston, TX jobs
The Corporate Banking SeniorAnalyst is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking
team. The Corporate Banking SeniorAnalyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic
advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities:**
+ Participate in client transactions, projects or assignments as the junior member of a professional team
+ Partner with senior Corporate Banking Officers and professionals
+ Organize and analyze sophisticated financial data used in client proposals and strategic plans
+ Prepare written recommendations and create statistical exhibits
+ Conduct economic/financial research
+ Provide evaluations of a company's financial performance compared to overall industry and market trends or data
**Qualifications:**
+ 2-5 years of relevant experience
+ Theoretical and practical application of a body of highly specialized knowledge is required, including comprehensive knowledge of the
+ Corporate Banking business, its related products and pertinent regulations affecting it
+ Consistently demonstrate clear and concise written and verbal communication
+ Demonstrated planning and organizational skills
**Education:**
+ Bachelor's degree/University degree or equivalent experience
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**Job Family Group:**
Institutional Banking
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**Job Family:**
Corporate Banking
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**Time Type:**
Full time
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**Primary Location:**
Houston Texas United States
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**Primary Location Full Time Salary Range:**
$110,000.00 - $135,000.00
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:**
Mar 03, 2026
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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._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**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 **Liquidity Strategy AnalystSenior** develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors.
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:**
+ Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries.
+ Develops and monitors liquidity policies and comprehensive contingency funding plans.
+ Independently assesses and communicates complex regulatory capital and liquidity rules.
+ Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis.
+ Responsible for efficient deployment of liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives.
+ Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business.
+ Advises key stakeholders on liquidity management issues according to industry best practices.
+ Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded.
+ Key contributor to Treasury initiatives in enterprise stress test planning and execution.
+ Evaluates stress scenario results and establishes contingency plans in partnership with key business stakeholders for reporting to senior management, governance committees, and the respective boards of directors.
+ Analyzes stress scenario impacts to the USAA Consolidated/P&C/Bank/Life Contingency Funding Plans and associated liquidity metrics for reporting to senior management, governance committees, and the respective boards of directors.
+ Primary contributor in the preparation and communication of key liquidity plans, metrics, analysis and reports to governance committees, senior management, regulatory bodies and the USAA Board of Directors.
+ 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 related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting.
+ Subject matter expert knowledge of Microsoft Office products including Excel.
+ Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization.
+ Strong written and verbal communication skills, including the ability to create and present executive-level presentations.
+ Ability to effectively work with both internal and external partners.
**What sets you apart:**
+ Experience in Liquidity Management within the financial services industry.
+ Proven expertise in risk management, including risk metric development and monitoring.
+ Excellent communication skills to present complex analysis to senior management and regulators.
+ Experience working with Regulatory Bodies (OCC, FRB, TDI).
+ Chartered Financial Analyst (CFA) Designation.
+ Master's degree in business, Finance, Mathematics, or other related field.
**Compensation range:** The salary range for this position is: $114,080 - $218,030 **.**
**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._
**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.
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 Liquidity Strategy AnalystSenior develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors.
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:
* Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries.
* Develops and monitors liquidity policies and comprehensive contingency funding plans.
* Independently assesses and communicates complex regulatory capital and liquidity rules.
* Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis.
* Responsible for efficient deployment of liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives.
* Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business.
* Advises key stakeholders on liquidity management issues according to industry best practices.
* Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded.
* Key contributor to Treasury initiatives in enterprise stress test planning and execution.
* Evaluates stress scenario results and establishes contingency plans in partnership with key business stakeholders for reporting to senior management, governance committees, and the respective boards of directors.
* Analyzes stress scenario impacts to the USAA Consolidated/P&C/Bank/Life Contingency Funding Plans and associated liquidity metrics for reporting to senior management, governance committees, and the respective boards of directors.
* Primary contributor in the preparation and communication of key liquidity plans, metrics, analysis and reports to governance committees, senior management, regulatory bodies and the USAA Board of Directors.
* 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 related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting.
* Subject matter expert knowledge of Microsoft Office products including Excel.
* Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization.
* Strong written and verbal communication skills, including the ability to create and present executive-level presentations.
* Ability to effectively work with both internal and external partners.
What sets you apart:
* Experience in Liquidity Management within the financial services industry.
* Proven expertise in risk management, including risk metric development and monitoring.
* Excellent communication skills to present complex analysis to senior management and regulators.
* Experience working with Regulatory Bodies (OCC, FRB, TDI).
* Chartered Financial Analyst (CFA) Designation.
* Master's degree in business, Finance, Mathematics, or other related field.
Compensation range: The salary range for this position is: $114,080 - $218,030.
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.
**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 **Liquidity Strategy AnalystSenior** develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors.
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:**
+ Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries.
+ Develops and monitors liquidity policies and comprehensive contingency funding plans.
+ Independently assesses and communicates complex regulatory capital and liquidity rules.
+ Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis.
+ Responsible for efficient deployment of liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives.
+ Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business.
+ Advises key stakeholders on liquidity management issues according to industry best practices.
+ Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded.
+ Key contributor to Treasury initiatives in enterprise stress test planning and execution.
+ Evaluates stress scenario results and establishes contingency plans in partnership with key business stakeholders for reporting to senior management, governance committees, and the respective boards of directors.
+ Analyzes stress scenario impacts to the USAA Consolidated/P&C/Bank/Life Contingency Funding Plans and associated liquidity metrics for reporting to senior management, governance committees, and the respective boards of directors.
+ Primary contributor in the preparation and communication of key liquidity plans, metrics, analysis and reports to governance committees, senior management, regulatory bodies and the USAA Board of Directors.
+ 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 related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting.
+ Subject matter expert knowledge of Microsoft Office products including Excel.
+ Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization.
+ Strong written and verbal communication skills, including the ability to create and present executive-level presentations.
+ Ability to effectively work with both internal and external partners.
**What sets you apart:**
+ Experience in Liquidity Management within the financial services industry.
+ Proven expertise in risk management, including risk metric development and monitoring.
+ Excellent communication skills to present complex analysis to senior management and regulators.
+ Experience working with Regulatory Bodies (OCC, FRB, TDI).
+ Chartered Financial Analyst (CFA) Designation.
+ Master's degree in business, Finance, Mathematics, or other related field.
**Compensation range:** The salary range for this position is: $114,080 - $218,030 **.**
**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._
**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.