- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in St. Petersburg, FL and follow 2-3 days/week hybrid policy** **Job Summary** The Enterprise Data & Analytics Analyst works as part of the Enterprise Data ... Data Integration solutions in support of a critical data platform. The analyst plays a key...Creates detailed business requirements for functional (eg, business processes, rules) and non-functional (eg, data ,… more
- Morgan Stanley (Menlo Park, CA)
- *POSITION SUMMARY:* The Wealth Management Analyst 's responsibilities include producing strategy reports, synthesizing client/prospect data to develop ... clients and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their… more
- Morgan Stanley (Menlo Park, CA)
- *POSITION SUMMARY:* The Wealth Management Analyst /Associate is often the first point of contact with clients on a broad array of services related to account ... quickly and accurately to client questions and concerns. The Wealth Management Analyst / Associate is an integral...consider * Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business … more
- Citigroup (New York, NY)
- …**Job Description** This is a senior analyst role in the USPB & Wealth Business Treasury Capital and Liquidity Resource Advisory (CLRA) team, with a primary ... with risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance… more
- Bank of America (Chevy Chase, MD)
- Wealth Strategies Analyst (WSA) Chevy Chase, Maryland **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... with the power to make a difference. Join us! ** Wealth Strategies Analyst (WSA), Private Bank (PB)**...preparation of presentations to facilitate securing current and future business and to build credibility in the local market… more
- JPMorgan Chase (Columbus, OH)
- …to provide a comprehensive view. **Job summary** As an Investment Risk & Analytics Analyst in the Wealth Management (WM) Investment Risk & Analytics (IR&A) team, ... Wealth Management (WM) Investment Risk & Analytics (IR&A)...businesses. **Job responsibilities:** + Identify risk issues in the business and assess risk in investment activities, recommend risk… more
- BMO Financial Group (Hinsdale, IL)
- …planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio ... to clients to enhance the overall experience. + Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. + Assist… more
- Citigroup (Florence, KY)
- The Fraud Risk Senior Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... coordinate and contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial potential impact,… more
- Comerica (Charlotte, NC)
- BRCO Governance Analyst The Business Risk and Control Officers (BRCOs) play a pivotal role in guiding the business to identify and understand risk exposures ... Document, aggregate and report risk in accordance with the risk management lifecycle. The Business Risk and Control Office (BRCO) Governance Analyst for Line of … more
- Citigroup (Tampa, FL)
- … metrics and generate regular and ad hoc control reporting to various business units. Identifies inconsistencies in data and formulates solutions and options. ... of investment complaints for a retail broker dealer/RIA and insurance agency business ; coordination of the day-to-day activities of the complaint intake function for… more
- BMO Financial Group (Palo Alto, CA)
- **ROLE MANDATE** **The Senior Research Analyst is directly involved in the investment selection, due** **diligence and ongoing monitoring of 3** **rd** **party ... the integrity of the collection and processing of information** **and data ** **Support Research team with cyclical and non-cyclical reporting** **functions**… more
- Truist (Coral Gables, FL)
- …the completion of tasks and projects to mitigate fraud risk within the business unit. Work closely with internal departments to ensure current processes and ... continue to align and serve the needs of the business , and seek opportunities to further develop processes and...environment 7. Strong analytical skills and experience working with data and reporting 8. Strong written and oral communication… more
- Neuberger Berman (New York, NY)
- …directly involved in investment-related activities for a growing Private Wealth business . **Responsibilities:** + Compile and analyze data to assist in the ... December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business . Managing $70b+ in client assets across… more
- M&T Bank (Wilmington, DE)
- …and operational support under guidance of a manager or more senior analyst . **Institutional Services Wealth Management (ISWM) Overview:** Shared Services ... Wealth Management, Global Capital Markets and the Retirement business . Shared Services is responsible to ensure key controls...single or a few closely related disciplines to support business decisions. + Complete routine data review,… more
- First Horizon Bank (Memphis, TN)
- …execution of user stories developed in conjunction with the Product Owner and Business Analyst while following the Software Development Life Cycle (SDLC). ... existing software applications and processes typically used by the Wealth Management Business . Primary work focuses on...modifies logic in existing applications. + Design and Normalize data sets including processes for data extraction… more
- City National Bank (Los Angeles, CA)
- *MANAGER OF AUDIT II- WEALTH * WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors to ... assess risks, develop detail audit programs, identify data analytic opportunities, execute audit programs, analyze results of testing performed, and effectively… more
- University of Southern California (Los Angeles, CA)
- …for a success-drivenBusiness Data Analystto join its Enterprise Applications team. The Business Data Analyst will support the School of Dentistry in ... data . In this fast paced environment, the Business Data Analyst will have...diverse range of benefits designed to protect your health, wealth , and future. From robust healthcare coverage to retirement… more
- JPMorgan Chase (New York, NY)
- As a Lending Product Owner in Wealth Management, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life ... focused and foster an environment of continual innovation based on data interpretation, customer / stakeholder interviews and adopting latest digital technologies… more
- Broadridge Financial Solutions (Newark, NJ)
- …along the way, come join the Broadridge team. Within the Digital Transformation organization, the Business Analyst - Data will provide strategic business ... activities and managing risks throughout the program. Responsibilities: The Business Analyst - Data is...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- JPMorgan Chase (Newark, DE)
- Make an impact in the world of Asset & Wealth Management. Apply today to join our dynamic team and help facilitate swift credit approvals and enhance client ... experiences. **Job Summary:** As an Analyst in the Securities Based Lending Team, you will...preparing for loan grading and pricing. + Analyze client data across multiple systems and conduct preliminary credit reviews.… more