- Neuberger Berman (New York, NY)
- …functions to identify and analyze current and future needs for private wealth monthly/quarterly client-facing reporting . + Represent Neuberger Berman Technology ... management or Investment Advisory function. + Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund… more
- Neuberger Berman (New York, NY)
- …Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a ... and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... technology audits for a cutting-edge financial services company, including working with senior leadership and business, technology and corporate teams to manage the… more
- Capco, a Wipro Company (Chicago, IL)
- …Capco's strategy teams and core delivery domains, including Banking and Payments, Wealth and Asset Management, Insurance, and Capital Markets to define, design, and ... emerging technologies. We combine advanced technologies including artificial intelligence, analytics , change management expertise, and modern delivery, to rapidly… more
- Somatus (Mclean, VA)
- …on healthcare professionals, emphasizing speed, quality, and predictability. People Operations & Analytics : + Shape HR systems, processes, and reporting to ... and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves,… more
- M&T Bank (Buffalo, NY)
- …business questions and provide Wealth Management leadership insight into their businesses. This senior analyst role should be able to work as part of a team as ... and direct a variety of fact-based analyses that aid Senior Management in making decisions related to their businesses.... Management division to provide data driven insight and reporting to all levels of Wealth Management… more
- Citigroup (O'Fallon, MO)
- The Data Science Senior Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... banking platforms to drive optimization and improve data quality. + Deliver analytics initiatives to address business problems with the ability to determine data… more
- Citigroup (Tampa, FL)
- …the technical and compliance skills of the QA team. ** Reporting and Analytics :** Develop and present comprehensive reports to senior management on the status ... Client Tax Operations Quality Assurance (QA) team in our Wealth division. The Global Regulatory Reporting &...influence and collaborate with stakeholders at all levels, including senior executives and front-office teams. + Proficiency in using… more
- JPMorgan Chase (Columbus, OH)
- …to make a meaningful impact in a fast-paced environment, focusing on data analytics , reporting , and automation. Collaborate on designing and implementing ... impact in a fast-paced environment. You will focus on data and analytics , reporting , dashboards, automation, and workflow development. You will collaborate… more
- JPMorgan Chase (New York, NY)
- At JP Morgan Wealth Management, our Field Performance & Incentives team designs and manages the programs that recognize advisor excellence and align rewards with ... will influence behavior across 5,000+ advisors and help achieve JP Morgan Wealth Management's strategic objectives. This highly visible position offers deep exposure… more
- Citigroup (New York, NY)
- …Business Intelligence Lead to spearhead our Product Performance Metric curation and reporting efforts, ensuring that Citi Wealth Product teams have necessary ... can be automated into Dashboards or ad-hoc reports for consumption across all levels Wealth and Senior Leadership. **Team Management** + Lead a Global Product… more
- ServiceNow, Inc. (Dallas, TX)
- …get to do in this role:** + Manage cross-functional projects and teams, senior -level business executives and customers to provide a unique customer experience during ... Project Management experience including planning, scheduling, monitoring and stakeholder reporting + Demonstrated experience in leading key projects, including… more
- City National Bank (Charlotte, NC)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations,… more
- T. Rowe Price (Baltimore, MD)
- …organization. Leadership & Enablement: + Provide senior leadership within the Reporting & Analytics team, offering mentorship and guidance to junior product ... and strategic Product Owner to provide leadership within the Reporting & Analytics pillar of the Chief...Exceptional communication and influencing skills, able to convey complex analytics concepts effectively to senior leaders and… more
- JPMorgan Chase (New York, NY)
- …efficacy running reporting in partnership with Finance, Technology, Data & Analytics to show impact of policies and practice management + Review manual processes ... At JP Morgan Wealth Management, our Financial Advisors serve as trusted...strategy. This highly visible position offers broad exposure to senior stakeholders and cross-functional partners-spanning Finance, Technology, Risk, Compliance,… more
- Scotiabank (New York, NY)
- …content and processes. + Deliver actionable insights through ad-hoc analytics and reporting as requested by senior management. + Works and communicates with ... Associate, US Treasury - Liquidity Reporting & Analytics **Requisition ID:** 239205...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,… more
- JPMorgan Chase (Newark, DE)
- …advisors, and business stakeholders, you will enhance data processes, integrate advanced analytics , and support agile transformation. Reporting to the Executive ... As a driving force behind data excellence in Wealth Management, the Product Manager for Client and...data quality testing and improvement efforts, integrating data into analytics platforms for advanced projects such as machine learning… more
- Scotiabank (New York, NY)
- Associate, US Treasury - Liquidity Reporting & Analytics **Requisition ID:** 224019 **Salary Range:** 90,000.00 - 167,200.00 _Please note that the Salary Range ... inclusive and high-performing culture. Associate, US Treasury - Liquidity Reporting & Analytics - New York, NY...objectives and timelines are met, supporting the development of Senior Analysts and sharing subject matter expertise as needed.… more
- Scotiabank (New York, NY)
- Associate Director, US Treasury Reporting & Analytics **Requisition ID:** 230377 **Salary Range:** 176,571.00 - 224,700.00 _Please note that the Salary Range ... in an inclusive and high-performing culture. TITLE: Associate Director, US Treasury Reporting & Analytics DUTIES: Scotia Capital (USA), Inc. seeks Associate… more
- DriveTime (Tempe, AZ)
- …in the future are not eligible for hire at this time._** In long, our Senior Analyst, Strategic Analytics are responsible for: + Innovate on existing products ... to capitalize on those new opportunities + Create, maintain, and automate reporting to help partner teams produce value-add strategies and optimize their business… more