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Financial Services
Serve as strategic partner to Payments leadership across the ACAC region, driving financial performance, risk management, budgeting, forecasting and business cases. Lead change initiatives, prepare senior-level presentations, scale reporting and dashboards, and collaborate with Finance, Operations, Technology, Legal, Compliance and Data & Analytics to meet business objectives and ensure resiliency.
Top Skills:
Ai-Enabled WorkflowsExcelPowerPoint
Financial Services
Manage and assess the end-to-end risk and control environment, oversee SOX and external financial reporting control programs (10-K/Q, FR Y-14), drive issue remediation and attestation, develop control governance and reporting, and identify and implement process automation and technical solutions to improve control analyses.
Top Skills:
Ai/MlAlteryxDatabricksLlm Prompt EngineeringLlm SuiteExcelPowerPointProgramming
Reposted 2 Months AgoSaved
Financial Services
Provide comprehensive financial planning and advisory services to individuals and families, focusing on relationship management and client acquisition. Deliver personalized investment and insurance solutions, educate clients on digital channels, coordinate referrals with Chase partners, and support teammates while meeting business goals and compliance requirements.
Reposted 2 Months AgoSaved
Financial Services
9-week summer internship in Internal Audit assessing business and technology controls. Build process understanding, test controls, present findings to management, and apply AI/data analytics concepts to support audits. Training, mentoring, and potential full-time offer upon successful completion.
Top Skills:
ChatgptClaudeData ConversionData Formatting/StandardizationData ProfilingExcelGeminiOutlookPowerPointWord
Financial Services
Maintain books and records for private equity funds and GP vehicles; prepare and review NAVs, financial statements, management fee and carried interest calculations; handle capital calls and distributions, investor communications and portal reporting; manage year-end processes and auditor/tax requests; ensure SLA adherence, controls and timely client deliverables.
Top Skills:
InvestranExcelMS Office
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Reposted 2 Months AgoSaved
Financial Services
Provide comprehensive financial planning and advice to individuals and families, build and manage client relationships, acquire new clients, deliver goal-based planning, recommend investment and insurance solutions, and promote digital tools and Chase partner referrals to deepen client relationships.
Financial Services
Support CCAR stress-testing model development, execution and analysis for Balance Sheet, NII and FTP projections. Produce presentations for senior management, improve automation, manage partner-team interactions, and operate under regulatory deadlines while growing technical expertise.
Top Skills:
ExcelPowerPointPython
Financial Services
Partner with Financial Advisors to create and implement goals-based financial plans for ultra-high-net-worth clients: gather client data, lead meetings, present recommendations, onboard clients to planning tools, coordinate with clients' advisor teams, and regularly review and update plans to identify new opportunities.
Top Skills:
Financial Planning SoftwareExcelMicrosoft PowerpointMicrosoft Word
Reposted 2 Months AgoSaved
Financial Services
Lead identification, diligence, negotiation, and execution of strategic partnerships and investments to advance payments products. Conduct market research, build business cases, collaborate with cross-functional teams, support integration and legal/compliance alignment, monitor partnership performance, and assist with M&A and corporate development initiatives to drive commercial growth.
Financial Services
Independently manage a portfolio of corporate clients in middle markets, perform comprehensive credit analysis and financial modelling, support deal structuring, documentation, due diligence, and portfolio monitoring while mentoring junior staff and ensuring governance and data quality.
Top Skills:
ExcelMs WordPowerPoint
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