- Raymond James Financial, Inc. (St. Petersburg, FL)
- As part of the IT Wealth Management Product team, the Senior Business / Data Analyst will partner with Product Managers and Business to facilitate and ... to five (5) years of experience as a Technical Business / Data Analyst would be preferred...+ Broad Financial Services experience is strongly preferred. + Wealth Management background is required. **Knowledge, Skills, and Abilities:**… more
- Citigroup (New York, NY)
- …field + 5+ years of experience in in a business / data analyst role, ideally within the Wealth Management environment. + Strong coding and scripting ... We are seeking a detail oriented and technically skilled Business Analytics team member to join our Data...driven solutions. You will work closely with the Investments business in Wealth Management to gather requirements,… more
- Citigroup (New York, NY)
- …machine learning applications/models in financial services. + Experience as a business analyst in agile development process + Strong data analysis skills (eg ... **Position Overview:** We are seeking a strategic and results-driven Business Analyst to work on the development and optimization of our Advisor Insights (Next… more
- Cognizant (New York, NY)
- ** Business Analyst - Client Reporting Rationalization** **Location: Boston, MA** **Hybrid** **About Cognizant Consulting** Cognizant Consulting is more than ... wealth channels. This role will drive end-to-end reporting flows- data lineage, transformation, rendering, and distribution-and ensure regulatory and… more
- PNC (Pittsburgh, PA)
- …respected, valued and have an opportunity to contribute to the company's success. As a Business Analyst within PNC Wealth Management, you will be based in ... Prioritization, Waterfall Model **Competencies** Addressing Customer Needs, Analytical Thinking, Business Assessment, Business Data Analysis, Effective… more
- JPMorgan Chase (Plano, TX)
- … wealth or finances to better define, focus and realize their goals. As a Recruiting Analyst in Asset & Wealth Management, you will play a vital role in our ... global recruitment efforts for the Wealth Management and Alternatives Solutions business . You'll primarily focus on recruiting talented Analysts and Associates,… more
- Citizens (Johnston, RI)
- …+ Possesses detailed and goal oriented professional approach with an interest in Wealth Management and/or Investment business line. + Demonstrate broad knowledge ... Description The Principal Control Analyst , is responsible for conducting supervisory reviews of...for conducting supervisory reviews of submitted investment / insurance business and may be responsible for executing final principal… more
- Vanguard (Malvern, PA)
- + Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an ... enterprise-wide strategic initiatives. + Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness. Leads the… more
- BMO Financial Group (West Palm Beach, FL)
- …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
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As an Investment Analyst Senior within PNC Wealth Management, you will be based in Pittsburgh, ... analytics process, tools and useful applications across multiple functions or business units to create data driven solutions. + Consulting to clients on tool and… more
- Neuberger Berman (New York, NY)
- ** Business Overview:** The Private Wealth Product Management team is newly established to serve as the backbone for operational excellence across Private ... to learn the fundamentals of product management and gain exposure to multiple business functions within Private Wealth . **Primary Responsibilities:** + Build and… more
- PNC (Cleveland, OH)
- …and have an opportunity to contribute to the company's success. As an Operations Analyst Senior within PNC Wealth Management, you will be based in Cleveland, ... that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer… more
- JPMorgan Chase (Newark, DE)
- …asset-based lending and portfolio growth. Job Summary As a Securities Based Lending Analyst in the Securities Based Lending Team, you underwrite lines of credit ... lines of credit annually and recommend renewals or modifications + Analyze client data across multiple systems for credit criteria + Review and prepare loan… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Responsibilities:** + Lead the elicitation, documentation, and management of business and functional requirements for complex technology initiatives. + Translate ... business needs into clear, actionable technical requirements and user...Waterfall, and hybrid methodologies. + Proficiency in SQL and data analysis; experience with tools like TFS, Azure DevOps,… more
- University of Pennsylvania (Philadelphia, PA)
- … of health and wellness programs and resources, and much more. Posted Job Title DOCM Data Analyst Job Profile Title Data Analyst C Job Description ... of the Database and Applications Group (DAG), the DOCM Data Analyst is responsible for researching, interpreting,...This role requires proven experience using Power BI for data modeling, visualization, and business reporting .… more
- TD Bank (New York, NY)
- …of experience **Preferred Background & Experience** + **Experience working in an integrated wealth business as a bank subsidiary, a focus on securities ... challenge;** **U.S. Wealth is a fully integrated wealth management business that provides products and...risk and conduct risk;** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, support… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …at one of the following office locations: St. Petersburg, FL;_** **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
- CGI Technologies and Solutions, Inc. (Smithfield, RI)
- **Senior Analyst - Data Solutions** **Category:** Business Analysis (functional and technical) **Main location:** United States, Rhode Island, Smithfield ... (xweb.asp?clid=21001&page=cookiespolicy#integrationofyoutube) . **Position Description:** We are seeking a Senior Analyst to join our Data Solutions team and… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …Login (http://www2.lrs.com) File Transfer Filters Careers Added Nov 25, 2025 Senior Business Systems Analyst (27155) Minneapolis, MN | Contract Apply ... Fulcrum Consulting, an LRS company, is seeking a Senior Business Systems Analyst at our client in...to ensure alignment on requirements and objectives. + Understand business processes and system interdependencies across wealth … more
- S&P Global (Monterey, CA)
- …Qualifications:** + 0-2 Years of work experience as a data analyst or business data analyst . + Strong analytical skills with the ability to collect, ... Role:** **_Entre Level Position_** **Location:** California **The Team:** The Data Analyst turns data into... into information, information into insight and insight into business decisions. Responsible for receiving lender data … more