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Business, Entrepreneurialism, and Management

Investment Fund Managers

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

A Day In The Life

Business, Entrepreneurialism, and Management Field of Interest

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Salary Breakdown

Investment Fund Managers

Average

$134,110

ANNUAL

$64.47

HOURLY

Entry Level

$61,370

ANNUAL

$29.50

HOURLY

Mid Level

$125,990

ANNUAL

$60.57

HOURLY


Current Available & Projected Jobs

Investment Fund Managers

132

Current Available Jobs

17,410

Projected job openings through 2030


Top Expected Tasks

Investment Fund Managers


Knowledge, Skills & Abilities

Investment Fund Managers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Administration and Management

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Reading Comprehension

SKILL

Judgment and Decision Making

SKILL

Speaking

ABILITY

Deductive Reasoning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Inductive Reasoning


Job Opportunities

Investment Fund Managers

  • Information Security Analyst
    Motion Recruitment Partners    Chandler, AZ 85286
     Posted about 20 hours    

    Information Security Analyst

    Chandler, AZ

    **Hybrid**

    Contract

    $53.56/hr - $60.35/hr

    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Information Security Analyst in Chandler, AZ (Hybrid).

    Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

    Contract Duration: 12 Months

    **Required Skills & Experience**

    + 4+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.

    + Cybersecurity Policy and Industry Framework Knowledge.

    + Proven experience translating business needs into application/automation development.

    + Experience implementing and maintaining or overseeing policy adherence procedures and mechanisms.

    + Process design knowledge.

    + CISSP or similar certification.

    **What You Will Be Doing**

    + Consult on or participate in moderately complex initiatives and deliverables within Information Security Analysis and contribute to large-scale planning related to Information Security Analysis deliverables.

    + Review and analyze moderately complex Information Security Analysis challenges that require an in-depth evaluation of variable factors.

    + Contribute to the resolution of moderately complex issues and consult with others to meet Information Security Analysis deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.

    + Collaborate with client personnel in Information Security Analysis.

    **You will receive the following benefits:**

    + Medical Insurance - Four medical plans to choose from for you and your family

    + Dental & Orthodontia Benefits

    + Vision Benefits

    + Health Savings Account (HSA)

    + Health and Dependent Care Flexible Spending Accounts

    + Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance

    + Hospital Indemnity Insurance

    + 401(k) including match with pre and post-tax options

    + Paid Sick Time Leave

    + Legal and Identity Protection Plans

    + Pre-tax Commuter Benefit

    + 529 College Saver Plan

    Motion Recruitment Partners (MRP) is an Equal Opportunity Employer, including Veterans/Disability/Women. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.

    **Posted by:** Natalie DeWitt

    **Specialization:** Network Security


    Employment Type

    Full Time

  • Sr. Financial Analyst (FP&A)
    Fortive Corporation    Chandler, AZ 85286
     Posted about 21 hours    

    The role of the Sr. Financial Analyst is to primarily support the FP&A Director and the CFO, including partnership opportunities with business leaders. This position provides opportunities for growth, learning and benefitting others.

    **Job Responsibilities:**

    • Assisting the consolidation and communication of the operating company’s financial performance, plan, and targets to various levels of the organization

    • Investigating and analyzing monthly variances to the forecast, plan, prior period, and prior year as the need arises

    • Conducting ad-hoc analysis for strategic and operational initiatives

    • Working with the functional managers and site-level financial teams to develop monthly forecast and annual budget

    • Partnering with business leaders on strategic planning and key initiatives

    • Learning as needed and applying FBS (Fortive Business System) for continuous improvements

    **Qualifications**

    • Bachelor’s Degree in Accounting/Finance/Economics or similar field

    • Prior experience in problem-solving

    • Strong Excel, financial modeling and data analytics skills

    **Preferred requirements**

    • MBA with finance concentration

    • Greater than 5 years of FP&A or financial analysis experience

    • Experience with manufacturing operations and working capital management

    • Government accounting knowledge

    **The successful candidate will also be able to demonstrate the following:**

    • Ability to build positive relationships in a team environment

    • Strong eye for business

    • Intellectual curiosity

    • Motivation for continuous improvements

    • Excellent verbal and written communication skills

    • Strong analytical and problem-solving skills

    • Attention to detail to ensure accuracy in business results reporting, forecasting, and planning

    • Proven understanding of GAAP

    • Basic understanding of database structure and data-mining

    \#LI-KJ1

    **Fortive Corporation Overview**

    Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

    We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

    We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

    At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

    At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

    Fortive: For you, for us, for growth.

    This position is also eligible for bonus as part of the total compensation package.

    We are an Equal Opportunity Employer

    Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [email protected].


    Employment Type

    Full Time

  • Financial Solutions Advisor I - Registration Candidate - Consumer Investments
    Bank of America    Peoria, AZ 85381
     Posted about 21 hours    

    Financial Solutions Advisor I - Registration Candidate - Consumer Investments

    Peoria, Arizona

    **Job Description:**

    This job will be open and accepting applications for a minimum of seven days from the date it was posted.

    At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

    If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s **Advisor Development Program** and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning **Academy at Bank of America** , including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. **The Academy** offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

    As a **Financial Solutions Advisor Stage I (FSA I)** , your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials , Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

    Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

    This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

    **We’ll help you**

    • **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.

    • **Get training and one-on-one coaching** from Academy managers who are invested in your success.

    • **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

    • **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 30 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.

    • **Build your network.** Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

    • **Provide end-to-end comprehensive advice,** deliver clientreviews/presentationswith confidence and recommend strategies to help clients achieve their financial goals and life priorities.

    • **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

    **As a Financial Solutions Advisor Stage I, you can look forward to**

    • Unlimited potential for financial growth.

    • A strong referral base from across the business through our relationship with one in every two households.

    • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.

    • Robust marketing support to reach wider audiences with greater appeal.

    • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.

    • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

    **We’re a culture that**

    • Believes in responsible growth and has a proven dedication to supporting the communities we serve.

    • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.

    • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.

    • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

    **Required Qualifications:**

    • Sets and accomplishes goals, achieving whatever you put your mind to.

    • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.

    • Communicates clearly and confidently with clients from all walks of life.

    • Works well with others and collaborates productively to get things done.

    • Can manage complexity, prioritize tasks and execute in a fast-paced environment.

    • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.

    • Efficiently manages your time and capacity.

    • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

    **Desired Qualifications:**

    • Strong computer skills with an ability to multitask in a demanding environment.

    • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.

    • Experience assessing client needs,identifying/recommendingsolutions, and building/managing client relationships.

    **Shift:**

    1st shift (United States of America)

    **Hours Per Week:**

    40

    Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

    To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

    To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

    View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

    Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

    To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

    This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.


    Employment Type

    Full Time

  • Sr. Financial Analyst
    Aston Carter    Chandler, AZ 85286
     Posted about 21 hours    

    Job Title: Financial AnalystLogistics:

    + On-site in Chandler, AZ

    + $90,000-100,000/yr.

    + Direct Placement

    Job Description

    Create annual budget in cooperation with the corporate team. Develop short-term and long-term forecasts for business performance based on feedback from operations, service, and sales departments. Identify opportunities and risks within the division related to project spending, departmental cost management, and other areas to provide insight to managers and directors. Partner with the GM to align the team to the financial direction of the business and make decisions around hiring, support requirements, issues, and other matters requiring a change in direction. Create budget plans for each project, including start dates, project completion by month, and project closure plans, to establish monthly revenue forecasts. Develop business line budgets, forecasts, and analysis for service, parts, and installation businesses to assist the team in making decisions on price increases, strategy, and other business decisions.

    Hard Skills

    + 3-5+ years Sr. FA experience

    + Budgeting & Forecasting experience

    + 2+ years P&L experience

    + Ideal candidate comes from a manufacturing or construction industry

    Job Type

    This is a permanent position.

    Work Site

    This is a fully on-site position in Chandler, Arizona.

    Work Environment

    Travel required to and from North Carolina

    About Aston Carter:

    Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

    Diversity, Equity & Inclusion

    At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

    + Hiring diverse talent

    + Maintaining an inclusive environment through persistent self-reflection

    + Building a culture of care, engagement, and recognition with clear outcomes

    + Ensuring growth opportunities for our people

    The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] (%[email protected]) for other accommodation options.


    Employment Type

    Full Time

  • Lead Information Security Analyst - IAM Application Onboarding
    Wells Fargo    CHANDLER, AZ 85286
     Posted 2 days    

    **About this role:**

    Wells Fargo is seeking a Lead Information Security Analyst. This role is an individual contributor position that's part of a team responsible for the assessment and adoption of Information Security Identity and Access Management (IAM) controls. The IAM organization owns and operates manual and automated controls to manage enterprise risk and reduce inappropriate access for organizational users. As a Lead Information Security Analyst - IAM Onboarding Lead, you will be responsible for ensuring that business applications align to enterprise policy requirements and utilize approved solutions for managing organizational user access. You must be able to demonstrate in-depth knowledge of IAM industry practices and solutions for managing user access to business applications and other IT assets.

    **In this role, you will:**

    + Maintain an advanced awareness of bank security policies and government regulations pertaining to information security

    + Formulate and implement information security solutions and controls

    + Make decisions and resolve issues regarding changes to information security policy, standards, and procedures as needed for systems, applications and tool

    + Provide advanced information security consultation for all aspects of information security compliance policy, risk management, and remediation

    + Provide consulting on security risk assessment and research, and recommend remediation plans and strategies

    + Act as more experienced lead to the organization to develop security risk awareness and mitigating actions

    + Consult the organization on complex security issues and findings

    + Manage the most complex and critical information assets

    + Evaluate and interpret internal and companywide information security policies, processes, standards, and participate with more experienced leaders in decision making on information security

    + Serve as information security lead to advise on the development and delivery of Information Security Education and Awareness

    + Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals

    + Lead projects and teams

    + Coordinate with vendor manager on third party assets to manage information security risks

    + Serve as a mentor to less experienced staff

    **Required Qualifications, US:**

    + 5+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    + 3+ years of IAM (Identity and Access Management) experience

    + 2+ years of process improvement experience

    **Desired Qualifications:**

    + 3+ years of Microsoft office suite experience such as PowerPoint, Excel, Outlook and Word

    + 3+ years of IAM (Identity and Access Management) experience with application on-boarding, certifications or role management.

    + 1+ years of information security architectural design and consulting experience

    + Experience communicating and presenting complex information to multiple levels of the organization

    + Strong time management skills and ability to meet deadlines

    + Ability to work effectively, as well as independently, in a team environment

    + Experience with synthesizing data from multiple sources and presenting it in appropriate formats

    + Knowledge and understanding of information security management, audit, compliance and risk.

    + Knowledge and understanding of financial services industry: compliance, risk management or audit operations

    + Knowledge Information Security Frameworks and standards (FFIEC, NIST, ISO) experience

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $111,100.00 - $197,500.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    25 Oct 2024

    *** Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-399088-2

    **Updated:** Thu Oct 10 01:30:19 UTC 2024

    **Location:** CHANDLER,Arizona


    Employment Type

    Full Time

  • IAM Triage Lead Information Security Analyst
    Wells Fargo    CHANDLER, AZ 85286
     Posted 2 days    

    **About this role:**

    Wells Fargo is seeking a IAM Triage Lead Analyst (Lead Information Security Analyst) in Cybersecurity as part of Identity Access Management. Learn more about career areas and business divisions at wellsfargojobs.com

    This role is responsible for investigating highly complex IAM issues and needs that require in depth knowledge of IAM processes, tools, and technologies at Wells Fargo to solve, ensuring rapid and accurate diagnosis and root cause assessment. This resource will advise projects or remediation activities by creating designs and strategies to meet the goals of the issue within triage. This role requires strong analytical skills, in-depth knowledge of IAM processes and technologies and the ability to collaborate across IAM, Cyber and other areas of Wells Fargo Technology (WFT) to produce viable solutions that meet the needs of all stakeholders while ensuring the integrity and security of the IAM controls.

    **Key Responsibilities:**

    + **Triage**

    + Lead the triage and resolution of complex IAM issues and needs ensuring proper categorization and resolution.

    + Perform detailed investigations to determine root cause and recommend solutions to prevent recurrence.

    + **Process Improvement:**

    + Assess complex IAM process issues to identify and mitigate risks, potential improvements, and efficiency enhancements to prevent recurrence.

    + Partner with the IAM Governance and Operations team to analyze IAM metrics to identify trends and areas for improvement.

    + Collaborate with engineering team to implement fixes and process improvements.

    + **Technical Leadership:**

    + Provide expert guidance in resolving complex IAM Issues

    + **Collaboration:**

    + Partner with IAM, Cyber and the broader Wells Fargo Technology (WFT) organization to resolve highly complex issues that involve identity and access management.

    + **Risk Management:**

    + Partner with IAM Governance and Risk partners to ensure proposed solutions to complex IAM issues address underlying risk, satisfy policy and regulatory requirements.

    + **Documentation:**

    + Develop and maintain detailed documentation of issues, resolutions, and process improvements to help contribute to knowledge base/best practices.

    **In this role, you will:**

    + Provide advanced information security consultation for all aspects of information security compliance policy, risk management, and remediation

    + Direct information security risk assessment and research, and recommend remediation plans and strategies

    + Influence stakeholders on net new or on material changes to an asset to influence control decisions

    + Provide consulting on security risk assessment and research, and recommend remediation plans and strategies

    + Act as more experienced lead to the organization to develop security risk awareness and mitigating actions

    + Consult the organization on complex security issues and findings

    + Manage the most complex and critical information assets

    + Evaluate and interpret internal and companywide information security policies, processes, standards, and participate with more experienced leaders in decision making on information security

    + Serve as information security lead to advise on the development and delivery of Information Security Education and Awareness

    + Collaborate and consult with peers, colleagues, and mid-level to more experienced managers to resolve issues and achieve goals

    + Lead projects and teams

    + Coordinate with vendor manager on third party assets to manage information security risks

    + Serve as a mentor to less experienced staff

    **Required Qualifications:**

    + 5+ years of Information Security Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + 5+ years of experience in Information Security Analysis / Identity and Access management, with a focus on triage, troubleshooting and resolution.

    + Experience with IAM Technologies and Tools (i.e., Authentication: Ping, Okta, MS Azure Active Directory); IGA: SailPoint; PAM: CyberArk, Beyond Trust, MFA: RSA Secure ID, Directory Services: MS Active Directory; Open LDAP; API Security and Access Management: Apigee, OAuth; Identity Analytic Tools: Gurucul, Saviynt;)

    + Strong understanding of IAM security principles, processes, and best practices such as principle of least privilege and zero-trust architecture

    + Proficient in Database, Cloud and OS security and principles

    + Deep understanding of Access Control and Authentication concepts such as Role-Based Access Control (RBAC), Identity Federation and Kerberos authentication protocols

    + Strong analytical and problem-solving skills

    + Ability to query and analyze data in databases and log files.

    + Proficiency in scripting languages such as PowerShell or Python

    + Experience with Cloud-based IAM Solutions such as MS Azure AD and Google Cloud

    + Excellent communication and people skills

    + Ability to work under pressure and manage multiple priorities

    + Experience and fluency in Financial Services and Technology

    **Locations:**

    + 300 S Brevard St. - Charlotte, North Carolina

    + 1525 W WT Harris Blvd. - Charlotte, North Carolina

    + 2600 S Price Rd. - Chandler, Arizona

    + 550 S 4th St. - Minneapolis, Minnesota

    + 1301 Solana Blvd. - Westlake, Texas

    **Posting Statements:**

    + Job posting may come down early due to volume of applicants.

    + Required location(s) listed above. Relocation assistance is not available for this position

    + Salary range is determined by location of the job. May be considered for a discretionary bonus, Restricted Share Rights, or other long - term incentive awards.

    + This position is not eligible for visa sponsorship

    **Pay Range**

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $111,100.00 - $197,500.00

    **Benefits**

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

    + Health benefits

    + 401(k) Plan

    + Paid time off

    + Disability benefits

    + Life insurance, critical illness insurance, and accident insurance

    + Parental leave

    + Critical caregiving leave

    + Discounts and savings

    + Commuter benefits

    + Tuition reimbursement

    + Scholarships for dependent children

    + Adoption reimbursement

    **Posting End Date:**

    10 Oct 2024

    *** Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Wells Fargo Recruitment and Hiring Requirements:**

    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-395158-2

    **Updated:** Thu Oct 10 01:30:14 UTC 2024

    **Location:** CHANDLER,Arizona


    Employment Type

    Full Time

  • Wealth Management Advisor - Chandler, AZ
    U.S. Bank    Chandler, AZ 85286
     Posted 2 days    

    At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    **Job Description**

    At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees.

    At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow your practice and build a rewarding career.

    The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team.

    In This Role You Will:

    + Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs

    + Determine which financial products are suitable for the client’s unique circumstances

    + Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance

    + Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence

    + Portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation

    + Refer and partner with other financial services within other U.S. Bank channels, as appropriate

    Discover How You’ll Thrive!

    + An approachable and accessible leadership team that is dedicated to your success and career development

    + A rich product portfolio and open architecture so you can do what is best for your clients

    + A collaborative team structure that provides complementary expertise and support, while helping you provide a comprehensive experience for your clients

    + Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you service your clients efficiently

    + All the resources of a Fortune 150 company with the personal feel of a smaller company

    + Marketing warm leads and qualified referrals from across the organization

    + Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools

    **_Learn more in our digital handbook_**

    Explore a rewarding Wealth Management career with U.S. Bank and U.S. Bancorp Investments

    For You:

    + Comprehensive Total Rewards Program including flexible benefits, competitive compensation, and family support including, Adoption Assistance, Fertility Solutions and Maternity/Paternity leave

    + Coaching and mentoring opportunities through Advisory Consulting Services and our expansive training team

    + Work in a collaborative environment with a high-performing team

    + Work/life balance and the opportunity to pursue your passions and commitment to your community through volunteer time, employee groups, and community involvement

    Basic Qualifications

    + Bachelor's degree, or equivalent work experience

    + Three to five years of experience in a financial sales position, preferably working with the affluent client segment

    + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and applicable state insurance license

    Preferred Qualifications:

    + Extensive knowledge in financial planning, including but not limited to goals-based planning, asset allocation, retirement planning, and education funding

    + Extensive knowledge of the securities industry, including investment and insurance products and services

    + Knowledge of private banking products and services, including credit processes and policies

    + Strong presentation abilities

    + Strong relationship management, sales, and new business development skills

    + Well-developed analytical and problem-solving skills

    + Excellent interpersonal, verbal, and written communication skills

    + Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

    **Benefits:**

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

    + Paid vacation (from two to five weeks depending on salary grade and tenure)

    + Up to 11 paid holiday opportunities

    + Adoption assistance

    + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    **EEO is the Law**

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

    **E-Verify**

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

    This role receives an annual base salary between $65,000 and $68,000 depending on the required state minimum plus eligibility for incentives based on employee’s production under the applicable incentive plan.

    U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

    Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.


    Employment Type

    Full Time

  • Corporate Financial Analyst III
    Umpqua Bank    NA, AZ
     Posted 2 days    

    Corporate Financial Analyst III

    Corporate Finance

    Lake Oswego,
    Oregon

    NA,
    Nevada

    NA,
    Idaho

    NA,
    Utah

    NA,
    Arizona

    NA,
    Colorado

    NA,
    Washington

    NA,
    California

    NA,
    Oregon

    **Description**

    **About Us:**

    Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

    We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

    **About the Role:**

    The Capital Planning Financial Analyst assists the Capital & Stress Testing Manager in the implementation and execution of the bank-wide capital stress testing plan. In this role, you will be a key member of the Capital Planning Team and will partner extensively with colleagues across both Corporate and line of business functions compiling forecasts, performing maintenance over key parts of the program’sinfrastructure,and facilitating the maintenance of the macro-economic variables database. This position makes a material contribution to the stress testing program’s activities and engages with associates at all levels of the company.

    TheFinancial Analyst broadly supports the Bank through financial reporting and performance management needs, including reporting, analysis, and forecasting processes.

    You'll analyze historical trends and support the preparation of forecasts to identify andexplain.

    historical and projected variances relative to specific targets and scenarios. You will perform,direct,or oversee studies, and develop models and/or reports to support the Capital Planning program or Capital Stress Testing process.

    + Establish, support, and maintain processes for delivering high-quality results for Stress Testing, Capital Planning and DFAST activities to ensure timely and accurate regulatory and non-regulatory submissions.

    + Contribute to the development and maintenance of the stress testing program to strengthen the reliability and repeatability of key processes used in the Capital Management framework.

    + Partner with the lines of business, Finance and Risk functions as well as other corporate areas; facilitate cross-functional collaboration and manage inputs required from subject matter experts across the Bank.

    + Develop,maintain,and monitor quantitative (models) & qualitative methodologies to measure and analyze financial performance.

    + Conduct special studies and collaborate with other departments in the preparation of financial or statistical forecasts. May participate in the development of company financial policies, practices, and/or procedures.

    + Assist in the remediation of internal and regulatory recommendations related to Capital Planning Team's portfolio of activities and in the development of business requirements.

    + Develop analytics of key drivers of forecast results, changes in relevant business & financial metrics. Prepare and deliver presentation materials for stress testing and scenario analysis.

    + Drive simplicity and efficiencies in the deployment of stress testing and other capital allocation initiatives, incorporating feedback and refinement of processes from test runs to improve efficiencies.

    + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

    + Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

    + Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, BankSecurity,and other regulations as applicable to this job description.

    + May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

    + Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.

    + Takes personal initiative and is a positive example for others to emulate.

    + Embraces our vision to become “Business Bank ofChoice.”

    + May perform other duties as assigned.

    **About** **You:**

    + 5 years in an analytical role in banking, finance, or relevant accounting or consulting area (or combination thereof) required.

    + 3+ years of financial or risk related experience in one or more of the following areas: Capital Planning or stress testing, Financial Planning & Analysis (FP&A), Asset Liability Management (ALM), Credit, CECL, Model or a similar domain.

    + Master’s Degree,MBA,or Certification in a related domain preferred

    + Intermediate level skills in spreadsheet management (MS Excel), data management and reporting required. Advanced level skills a plus.

    + Experience analyzing,aggregating,or summarizing data using one of the followingasplus: Power BI, SQL, Python or R.

    + Experience using Axiom EPM, Empyrean, Moody’s DataBuffet,and/or S&P Capital IQ Pro aplus.

    + Ability to work effectively in a team environment as well as accomplish work assignments under minimal supervision and sometimes tightschedules.

    + Ability to work effectively with individuals and groups across the company to analyze financial data.

    + Excellent written, verbal communication and organizational skills

    + Ability to maintain a high level of confidentiality.

    + Ability to prioritize multiple tasks and meetdeadlines.

    + Work involves sitting, occasional walking, and lifting to 10 pounds.

    + Occasional travel.

    **Workstyle:** Fully onsite.

    **Our** **Benefits:**

    We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $56,230.00 to $116,292.00,and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.

    We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

    **Our Commitment to** **Diversity** **:**

    Umpqua Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: .

    **To Staffing and Recruiting Agencies:**

    Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Umpqua Bank.Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.


    Employment Type

    Full Time

  • Senior Data & BI Analyst, Wealth Management Advice & Solutions
    Edward Jones    Tempe, AZ 85282
     Posted 3 days    

    **You could say we're at the center of the center.**

    Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

    **Job Overview**

    Position Schedule: Full-Time

    The Senior Data & BI Analyst is responsible for providing actionable insights to support business decisions. They work in collaboration with other analysts and stakeholders on the formulation of appropriate analytic approach to solve ambiguous business problems. This role will be supporting Wealth Management Consultation area whose main function is to build out capabilities to deliver Advice, Planning, Products and Services (APPS) for High Net Worth (HNW) business segment clients. This role will be building a suite of long- and short-term solutions, which includes portfolio construction tools, reports, and actionable insights.

    What You'll Do:

    + Build and maintain an understanding of data flows, sources, and data transformations across multiple domains. Extract, merge, cleanse and transform data from multiple sources as needed for analysis.

    + Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business. Proactively identify data quality issues and collaborate with other subject matter experts to identify solutions.

    + Define business and data requirements for analytic deliverables and serve as liaison with IS support teams. Lead collaboration with IDM for data improvements and proactively identify data enhancements in conjunction with division data stewards.

    + Actively participate in industry and trade data and analytic communities in order to bring fresh ideas to the organization.

    + Ability to communicate technical information to non-technical audiences.

    + Consult with business owners to understand the business problem. Independently identify the appropriate analytic approach to solve the problem. Provide mentorship and feedback to others on analytic approach and leverage systems thinking to connect work to other strategic initiatives

    At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

    Hiring Minimum: $96471

    Hiring Maximum: $164262

    **Skills/Requirements**

    What Experience You Need:

    + 5-7 years' experience in relevant field

    + At least 4 years of analytics experience

    Education Required:

    + Bachelor's Degree with an emphasis in business, economics, math, engineering, or analytics preferred (or relevant work experience)

    + Advanced Degree or Certification preferred

    What Might Set You Apart:

    + Proficiency interacting with various database and file storage systems (Examples: Oracle, Hadoop, NoSQL, Snowflake, Databricks). Understanding of join types.

    + Advanced experience with data manipulation languages, such as SQL, required

    + Ability to use special statistical software for appropriate use cases

    + Ability to perform univariate analytic analytical techniques

    + Requires automation techniques, Pega, AutoSys and/or Power Automate.

    + Intermediate experience in Excel macro and VBA.

    Business Expertise:

    + Has knowledge of best practices and how own area integrates with others; is aware of the competition and the factors that differentiate them in the market

    + Proficiency understanding wealth management business, Advice, Planning, Products and Services

    Leadership:

    + Acts as a resource for colleagues with less experience; may lead small projects with manageable risks and resource requirements; May coach, mentor or provide guidance within or across teams

    + Ability to work effectively both independently and in a team environment, independently organize, plan & prioritize individual effort needed to ensure overall success of cross-functional projects. Occasionally lead cross-functional teams responsible for divisional objectives.

    + Assist with the onboarding of other data analysts.

    Problem Solving:

    + Solves problems in straightforward situations; analyzes possible solutions using technical experience and judgment and precedents

    + Solves complex problems; takes a new perspective on existing solutions; exercises judgment based on the analysis of multiple sources of information

    + Ability to identify the question(s), what data is needed, analyze and interpret the results to recommend solutions to senior & executive division leaders for a broad spectrum of business improvement opportunities in a clear and concise manner

    Impact:

    + Impacts quality of own work and the work of others on the team; works within guidelines and policies; Identify, assess, and mitigate low to moderate risks that would impact the department

    + Works with leaders throughout the firm, providing analytical guidance to directly influence business decisions

    + While there are no direct supervisory responsibilities, coordinating with others to accomplish tasks and meet deadlines will be required, and may be asked to occasionally mentor and train other associates on the team

    **Awards & Accolades**

    At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

    Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

    Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

    **About Us**

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

    Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

    People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

    View our Purpose, Inclusion and Citizenship Report.

    1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

    Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

    \#LI-HO


    Employment Type

    Full Time

  • Financial Analyst - Technical Production Support
    American Express    Phoenix, AZ 85067
     Posted 3 days    

    **Description**

    **You Lead the Way. We’ve Got Your Back.**

    With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

    At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

    Join Team Amex and let's lead the way together.

    Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.

    This role is for a Financial Systems Analyst to provide technical production support in the Finance Automation Center of Excellence. This position will require high technical knowledge teamed with leadership qualities and work very closely with Business Partners, developers and Product owners in a highly agile and collaborative environment.

    American Express Finance is looking for a motivated individual with software development skills to join a dynamic and innovative development team. Our team analyzes manual processes to identify next generation options and builds sustainable automation solutions.

    A successful candidate will be a strong blend of a business analyst and a software developer with a history of creative problem solving and building collaborative relationships.

    This position is a Financial Systems Analyst – Technical Production Support and member of a delivery and integration team currently reporting to a Financial Systems Director.

    **Responsibilities:**

    + Monitor and analyze production runs for finance automations on a daily basis

    + Provide resolutions to issues stemming due to system issues, user inputs

    + Bug fixes for Java and SQL code base (React is preferred)

    + Maintain documentation and follow up with the developers to ensure that it is complete from production support perspective

    + Supports process availability through analysis and remediation of production issues

    + Perform ongoing refactoring of code and continuously improve the product

    + Identify opportunities to adopt innovative technologies

    + Focused on cost savings, high performance, high reliability, quality of user experience

    **Minimum Qualifications:**

    + Minimum 2-3 years of Object-Oriented Programming experience like Java

    + Experience with Agile methodology

    + Strong grasp of software development lifecycle methodology

    + Hands on experience in working with applications using Java 8 or higher, REST APIs, Spring or similar framework helpful

    + Hands on experience in RDBMS (SQL/Oracle or similar)

    + Must possess strong written and verbal communication skills, with the ability to convey messages across process stakeholders like end users, product owners and developers.

    + Must be able to thrive in an environment of heavy team interaction and collaboration

    **Preferred Requirement:**

    + Preferably a Bachelor or Master’s degree in Computer Science, Information Systems or other Technical discipline.

    + React

    + Experience with Splunk

    **Qualifications**

    Salary Range: $55,000.00 to $105,000.00 annually bonus benefits

    The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

    Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

    We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

    + Competitive base salaries

    + Bonus incentives

    + 6% Company Match on retirement savings plan

    + Free financial coaching and financial well-being support

    + Comprehensive medical, dental, vision, life insurance, and disability benefits

    + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

    + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

    + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

    + Free and confidential counseling support through our Healthy Minds program

    + Career development and training opportunities

    For a full list of Team Amex benefits, visit our Colleague Benefits Site .

    American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

    We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

    US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

    If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

    **Job:** Finance

    **Primary Location:** US-Arizona-Phoenix

    **Schedule** Full-time

    **Req ID:** 24013618


    Employment Type

    Full Time


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