• Wealth Reporting & Analytics

    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
    M&T Bank (04/08/25)
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  • Specialized Analytics Manager…

    Citigroup (Irving, TX)
    …in providing value-add analytical insights, as well as liaising with the broader Wealth Data Analytics and Innovation (DAI) organization to help the business ... this role where we are seeking a highly skilled Analytics Manager to join our Wealth Management...insights and compelling narratives to support strategic decision-making by senior leadership. The ideal candidate will possess strong technical… more
    Citigroup (04/12/25)
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  • Family Wealth Senior Analyst

    KeyBank (New York, NY)
    …the Americas - New York, New York 10019 KeyBank is seeking a strategic and dynamic Wealth Management, Family Wealth Senior Analyst. This role will be pivotal ... business and performance management data, presentations, and meeting cadences + Partner with reporting and analytics teams to drive data initiatives in support… more
    KeyBank (04/09/25)
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  • JP Morgan Wealth Management - Senior

    JPMorgan Chase (Plano, TX)
    …and managing the policy framework; prepare and manage Exception requests. + Provide reporting and analytics on identified transfers and results, including flows, ... Join the JP Morgan Wealth Management team and play a crucial role...client satisfaction and business outcomes is key. As a Senior Associate in the Executive Office of Client Transfers… more
    JPMorgan Chase (04/10/25)
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  • Senior Investment Portfolio Manager…

    BMO Financial Group (Barrington, IL)
    **Currently** **employed** **as a Senior Portfolio Manager, Trust Investment Officer, Senior Investment Manager at a Wealth Management firm with** **no less ... information to provide insights and recommendations. + Defines business requirements for analytics & reporting to ensure data insights inform business decision… more
    BMO Financial Group (03/04/25)
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  • Wealth FP & A Group Manager - SVP

    Citigroup (New York, NY)
    …to pull together analysis, forecasting, and all reporting from a total Wealth perspective across the segments and produce senior management decks with ... The Financial Planning and Analysis Group Manager is a senior management level position responsible for providing management with...reports that gauge Citi's alignment with forecasted performance. The Wealth FP&A team is an integral part of the… more
    Citigroup (03/28/25)
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  • Risk Management - Asset Wealth Management,…

    JPMorgan Chase (Columbus, OH)
    …(market) and counterparty (credit) risk. + Assist in the production of risk reporting for both AWM Risk Managers and senior management. **Required ... quo, and striving to be best-in-class. JPMorgan Asset & Wealth Management (AWM) is hiring a Market Risk professional...a Market Risk professional to join the AWM Risk Analytics team. Risk Analytics is a team… more
    JPMorgan Chase (03/29/25)
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  • Sr. Director, Actuary - Health & Wealth

    ADP (CT)
    …history for producing key insights and delivery models to increase accuracy of reporting and advanced analytics in an agile environment to unlock ... is hiring a** **Sr. Director, Actuary - Health & Wealth Benefits organization** . In this role, you will...for improvement. + Prepare and present actuarial reports to senior leadership, explaining findings and recommendations in a clear… more
    ADP (04/03/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (Plano, TX)
    …and managing the policy framework; prepare and manage Exception requests + Provide reporting and analytics on identified transfers and results, including flows, ... Join the JP Morgan Wealth Management (USWM) team, a business dedicated to...present on the program operations and client outcomes to senior leadership. **Job responsibilities** + Lead the Executive Office… more
    JPMorgan Chase (04/09/25)
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  • Technology Audit Manager - Asset & Wealth

    JPMorgan Chase (Jersey City, NJ)
    …career in a culture! As a Technology Audit Manager within Asset and Wealth Management, you will participate in audit engagements, evaluate and report on management's ... innovation. **Job responsibilities** + Participate in audit engagements from planning to reporting + Partner with colleagues and stakeholders to evaluate, test and… more
    JPMorgan Chase (04/16/25)
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