account services analyst

S&P Global

About the Role: 
Grade Level (for internal use): 08
 The Role: WSO Specialized Account Services, Sr. Analyst
 
The Team: 
The Enterprise Solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Specialized Account Services Team.
 
S&P’s WSO (Wall Street Office) provides real-time access to our client’s portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate P&L reporting. Underpinned by our WSO Administrator and WSO Agent product suites, WSO supports complex aspects of alternatives asset management in a scalable solution that increases operational efficiency while reducing risk. Our solutions are available as a hosted software or a fully outsourced managed service.
 
The Impact: 
You will work within a dynamic team, responsible for all client-facing operations-related items, data research, and processing functions on the WSO Specialized Account Services Team which primarily supports WSO users and their loan processing needs.
 
In this position, you will gain exposure to an exciting financial market and interact daily with our clients of varying levels of seniority. This is an exciting opportunity to learn about finance, banking, the syndicated loan market, and Software as a Service (SAAS) technology.
 
What's in it for you: 
Join a team which fosters team collaboration and client focus, enabling high performers to grow within the team.
 Direct exposure to industry leading client(s) who demand operational perfection.
 Further your knowledge solidifying a foundation of best practices alongside industry experts.
 
Responsibilities: 
As a Specialized Account Services Sr. Analyst you are expected to support our clients and the business orchestrating workflow and prompt resolution between internal and external teams. This includes dealing with data processing, reconciliation and validation of trades and positions to ensure syndicated facility data integrity.
 
These tasks include but are not limited to: 
Timely and accurate processing of all transactions: borrowings, paydown, interest, fees, payment in kind, restructures, amendments, and trade settlement
 Perform daily reconciliations of cash between our internal system (WSO) and clients trustee/custodian accounts
 Review and action system generated reports, which aid in facilitating timely and accurate data
 Action requests from different departments and clients within an hour turnaround time
 Partner with internal and external parties to resolve breaks including; clients, trustees, third party vendors, administrative agents, and/or other team members
 Ensure all best practices, Service Level Agreements, and Standard Operating Procedures are adhered to
 Accurately reviewing and maintaining asset and contract data
 Monitoring and actioning exceptions
 Additional syndication loan maintenance
 Coaching and assisting other analysts and leadership where needed
 Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/Private Deals/Middle Market standards for processing loan transactions and/or trades.
 Aid all team members with daily project management, data validation, and data deliverables as needed.
 You will be responsible for proactively identifying internal and external processing and system-related issues effectively. This will also require the ability to work seamlessly with internal partners and management on resolution plans and/or additional escalations.
 
What We’re Looking For:Basic Required Qualifications: 
Bachelor’s Degree or equivalent work experience
 1 - 3 years of work experience within the syndicated loan industry, Loan IQ, or WSO systems
 Must be able to handle stressful customer situations with patience and poise
 Able to demonstrate knowledge and experience in working with internet-based applications
 Ability to provide guidance and clarification to support team deliverables
 Proficient PC skills, especially in Microsoft Word and Excel
 Fluent English speaking, reading, and writing abilities
 Ability to work US shift
 
Additional Preferred Qualifications: 
WSO and/or Loan IQ Experience
 Syndicated loan knowledge
 Bachelor's degree (Finance, Economics, or related field preferred)
 2 -4 years of work experience within the financial and/or syndicated loan industry
 Strong MS office (Word, Excel, PowerPoint) skills
 Data research and analytics
 
About S&P Global Market Intelligence
 
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
 
For more information, visit www.spglobal.com/marketintelligence .
 
What’s In It For You?
 
Our Purpose: 
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.
 
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
 
Our People: 
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
 
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
 
Our Values: 
Integrity, Discovery, Partnership
 
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
 
Benefits: 
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
 
Our benefits include: 
Health & Wellness: Health care coverage designed for the mind and body.
 
Flexible Downtime: Generous time off helps keep you energized for your time on.
 
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
 
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
 
Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
 
Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
 For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
 
Global Hiring and Opportunity at S&P Global: 
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
 
Recruitment Fraud Alert: 
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here .
 
-----------------------------------------------------------
 
Equal Opportunity Employer
 S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
 
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
 
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
 
----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
 
Job ID: 321628
 Posted On: 2025-10-23
 Location: Gurgaon, Haryana, India

WSO Specialized Account Services, Sr. Analyst

San Jose/Evergreen Community College District

<div><div>ACADEMIC SERVICES ANALYST 
 
San Jose/Evergreen Community College District 
</div>
Close/First Review Date: 10/19/2025 
Work Location: San Jose City College 
 
Position Description: 
<div>
POSITION SUMMARY 
 
The Academic Services Analyst reports to the Division Dean of Counseling, Guidance &amp; Matriculation at San Jose City College. The work schedule is 12 months per year; 40 hours per week; Monday - Friday; 8:00 a.m. - 5:00 p.m. 
 
The Academic Services Analyst position is grant funded and contingent upon yearly funding. 
 
This position is represented by CSEA (California School Employees Association), Chapter 363. 
</div><div>
POSITION PURPOSE 
 
Under the direction of Vice President, Student Affairs or assigned administrator, the Academic Services Analyst performs a variety of specialized duties related to articulation and curriculum functions and services; provides a variety of technical and analytical support to facilitate the transfer of students to other universities and colleges; participates in the development, maintenance, and dissemination of formal written articulation and transfer agreements with colleges, universities, and statewide agencies; and serves as a liaison between the Articulation Officer and other District departments and divisions and statewide academic agencies and institutions. 
 
KEY DUTIES AND RESPONSIBILITIES 
 
1. Supports and participates in various aspects of curriculum development and maintenance meetings. Serves as a technical resource for committee proceedings dealing with course and program articulation.
 
 
2. Collects information from faculty and other resources and participates discussion leading to recommendations for certificates and degrees. Makes corrections and amendments to outlines describing degree/certificate requirements from faculty instructions, and prepares final documents for committee approval. 
 
3. Assists in updating degrees, certificates, and program proposals and prepares final documents for committee approval, ultimately state approval. 
 
4. Reviews, enters, and maintains database of new certificates, degrees, programs, and major descriptions, and modifications to existing certificates, degrees, programs, and major descriptions. 
 
5. Compiles information and prepares reports for students, counselors, other two and four year colleges, and educational systems. Reports all changes to existing courses to the state by way of data entry to a state-wide automated curriculum system. 
 
6. Initiates, develops and disseminates written approved course articulation for general education/breadth requirements, major preparation, course-to-course and transferable units/courses with the CSU, UC system schools, and other in-state or out-of-state colleges and universities to ensure that supporting documentation is available. 
 
7. Serves as a lead in development processes in establishing, coding, maintaining, and reporting of curriculum to the All College Curriculum Committee (ACCC). 
 
8. Researches and interprets curriculum policies and regulations; provides guidance to college administration, faculty and staff for curriculum development, approval, modification and implementation of college curriculum. 
 
9. Analyzes four year college course descriptions and outlines by researching catalogues, course outlines and other information to develop and submit written recommendations for course-to-course matches. Prepares articulation agreements with other colleges that describe the course equivalencies. 
 
10. Develops and monitors a computerized articulation system making information easily accessible to students, staff and faculty. 
 
11. Act as a lead in substantive projects and represents the College in efforts to address statewide initiatives and projects with appropriate institutional programs. 
 
12. Independently leads and takes charge of collecting data and producing program and curriculum data for college/state reports. 
 
13. Prepares and delivers written academic and program information to new and transferring students.
 
 
14. May assist with editing content for the Colleges course catalog. Conducts research of prior descriptions, precedent, standards for transferability, and other colleges to support course content language.
 
 
15. Assists counseling faculty in the review of articulation issues and assists in the resolution of student transfer problems.
 
 
16. Perform other related duties as assigned. 
 
Knowledge of: 
 
1. Degrees, certificates, and academic majors offered by the College and District. 
 
2. Curriculum development process and the guidelines and procedures used in the curriculum articulation process for two and four year colleges.
 
 
3. California community college regulations and requirements including general education, major, program, and graduation requirements.
 
 
4. Computer based software programs that support this level of work, including but not limited to word processing, spreadsheet, presentation graphics, and data entry onto custom databases.
 
 
5. Sufficient math skill to interpret statistics and perform a full range of arithmetic calculations.
 
 
6. Proper English usage, grammar, spelling, and punctuation.
 
 
7. Interpersonal skills using tact, patience and courtesy. 
 
8. Principles and practices of supervision and training. 
 
Skills and Ability to: 
 
1. Read, analyze and interpret information on a course and program descriptions, technical procedures and governmental regulations. 
 
2. Analyze, compare, and disseminate college course content from multiple colleges 
 
3. Interpret statistics and perform a full range of arithmetic calculations. 
 
4. Write reports, correspondence and informational materials. 
 
5. Communicate effectively both orally and in writing. 
 
6. Interpret statistics and perform a full range of arithmetic calculations. 
 
7. Establish and maintain cooperative and effective working relationships with others. 
 
8. Train and provide work direction to others. 
 
9. Work independently with little supervision; prioritize work and meet schedules.</div> 

Required Qualifications: 
<div>
EDUCATION AND EXPERIENCE 
 
1. Bachelors degree from an accredited institution. 
</div><div>
2. Three years of increasingly responsible administrative and programmatic experience in an educational institution preferably in curriculum, articulation, or transfer-related functions. 
</div><div>
3. At least one year of experience in articulation function in an education institution.</div> 

Desired Qualifications: 
 
Districts Diversity Requirements 
<ul><li>
Demonstrated sensitivity, knowledge and understanding of the diverse academic, socioeconomic, gender identity, sexual orientation, cultural, disability, and ethnic background of groups historically underrepresented, and groups who may have experienceddiscrimination. 
</li><li>
Success integrating diversity as appropriate into the major duties outlined in the job description and in the duties listed in the Districts hiring policy; or demonstrated equivalent transferable skills to do so.
 
 
Salary Range: 
$104,847 - $127,885 Annual Salary (Range 120: Classified Salary Schedule Fiscal Year 2025-2026). Starting placement is generally at Step 1. 
 
Benefits: 
<div>
In addition to the salary, this position qualifies for the choice of one of the Districts excellent Health Benefits and Welfare plans, which the premium cost is 100% paid by the District for the employee and their eligible dependents, and one health plan costing an estimated $60,000 for the District for fiscal year 2025-2026. We offer two medical plans (Anthem Blue Cross [PPO] and Kaiser Permanente (HMO]); dental (Delta Dental PPO); vision (VSP Choice); life insurance for the employee (The Hartford); life insurance for eligible dependents (The Hartford); a long term disability/income protection plan (The Hartford); and an employee assistance plan (Anthem EAP). 
 
In addition, the District contributes an additional 26.81% of the employees salary towards an eligible employees pension (CalPERS). 
 
Employees may also elect to participate in optional plans including purchasing additional life insurance for themselves and their eligible dependent(s); enroll in a medical, transportation, and/or dependent care Flexible Spending Account(s) (with the $4 monthly administrative fee paid by the District); and set pre-taxed dollars aside to supplement their pension in a 403b (tax shelter annuity) and/or a 457 (deferred compensation) plan(s). 
 
Classified employees also earn 10 to 22 days per year of vacation (based on years of service), and up to 12 sick leave days (pro-rated for less than full-time positions). There are currently 20 paid holidays.</div> 

To be considered for this position please visit our web site and apply on line at the following link: https://sjeccd.peopleadmin.com/ 
 
About San Jose/Evergreen Community College District 
The District is represented by dedicated and talented employees who are passionate about providing our student population with the best educational experience possible. The District recognizes that cultural diversity in the academic environment promotes academic excellence; fosters cultural, racial and human understanding; provides positive roles models for all students, and creates an inclusive and supportive educational and work environment for its employees, students, and the community it serves. 
 
As of fall 2017, with enrollment of approximately 18,500 per semester, and an extremely diverse student population (Hispanic/Latino 44%, Black/African-American 4%, Asian/Pacific Islander 32%, American Indian/Native American 0.5%, White/Caucasian 11%) attaining educational goals reflecting 45% - AA Degree and Transfer to a 4-Year College/ University, the Districts emphasis on student success makes it a recognized educational leader in the State. 
 
The District encourages a diverse pool of applicants to serve as colleagues to an existing diverse group of managers, supervisors and confidential staff consisting of 29 % Hispanic/Latino, 13% Asian/Pacific Islander, 7% Black/African American, 23% White/Caucasian, and as well as encouraging applications from all qualified, outstanding applicants. 
 
jeid-ea0f1f9f1c2fcb44a68614b2e4d372df</li></ul></div>

ACADEMIC SERVICES ANALYST

Fresno Pacific University

<div><div><div><h2 class="jobSectionHeader">Position Summary</h2></div> 
<div> 
<div>The Advancement Services Analyst supports Fresno Pacific University&rsquo;s fundraising and engagement efforts by maintaining accurate donor and prospect data in Blackbaud Raiser&rsquo;s Edge and Raiser&rsquo;s Edge NXT. Reporting to the Director of Advancement Services, this position focuses on generating lists, producing data-driven reports, and performing database cleanup to ensure the reliability of advancement records. The Analyst also cross-trains with the Director of Advancement Services to learn financial and campaign reporting processes. This role requires strong technical skills, attention to detail, and adherence to the highest standards of donor confidentiality.</div></div>
<div><h2 class="jobSectionHeader">Essential Functions</h2></div>
<div><ul><li>Maintain the accuracy and integrity of donor and constituent records in Raiser&rsquo;s Edge and Raiser&rsquo;s Edge NXT.</li><li>
Develop and maintain a reporting calendar/dashboard to manage list requests and workflow.</li><li>
Generate queries, lists, and reports to support advancement leadership, fundraisers, and campus stakeholders.</li><li>
Cross-train with the Director of Advancement Services on financial and campaign reporting, including reconciliation with the Business Office.</li><li>
Implement data entry standards, workflows, and cleanup processes to ensure quality and consistency.</li><li>
Manage annual updates of organizational lists (e.g., board members, government officials).</li><li>
Configure and update security settings in Raiser&rsquo;s Edge as directed.</li><li>
Conduct prospect research using Research Point and other resources to support gift officer portfolios and pipelines.</li><li>
Serve as backup for gift processing and receipt generation, as needed.</li><li>
Stay current on Raiser&rsquo;s Edge NXT developments and participate in training opportunities.</li><li>
Provide technical support and training for advancement staff and collaborate with other departments as needed.</li><li>
Leverage Raiser&rsquo;s Edge to support communications across multiple channels (email, social media, events, forms).</li><li>
Assist with advancement events, including preparation and staffing.</li><li>
Deliver accurate, timely, and complete work across all assigned tasks.</li><li>
Maintain donor confidentiality and comply with university policies, CASE standards, and data governance practices.</li></ul><ul><li>
Demonstrate a commitment to serving and inspiring students and colleagues in a context of a Christian University, integrating your Christian faith into your role and responsibilities.</li><li>
Embrace the mission, vision, and values of Fresno Pacific University, affirm the FPU Faith Expectations (Download PDF reader), and support the ideals and practices articulated in &quot;The Fresno Pacific Idea&rdquo;</li><li>
Uphold and advance Fresno Pacific University&rsquo;s commitment to Christ-centered higher education, holistic student development, and serving diverse communities.</li><li>
Complete tasks timely with work that is comprehensive, complete, and accurate</li><li>
Communicates clearly, listens attentively, and seeks to understand others</li><li>
Collaborates productively with colleagues of varying skillset</li><li>
Other job duties as assigned</li></ul></div>
<div><h2 class="jobSectionHeader">Qualifications</h2></div>
<div><div>Required:</div><ul><li>
Minimum 3 years of experience in Raiser&rsquo;s Edge/NXT or similar CRM system, including queries, list generation, data cleanup, imports, and communications.</li><li>
Strong attention to detail with the ability to manage multiple projects and deadlines.</li><li>
Excellent communication and interpersonal skills.</li><li>
Collaborative team player with a professional and service-oriented approach.</li></ul><div></div><div> 
Preferred:</div><ul><li>
5 years of experience in Raiser's Edge/NXT or similar CRM system.</li><li>
Experience in higher education or nonprofit advancement.</li><li>
Experience with Blackbaud Research Point.</li></ul><div></div><div> 
Environmental Conditions:</div><ul><li>
Indoors in a normal office environment with little exposure to excessive noise, dust, fumes, vibrations, and temperature changes at least eighty percent (80%) of the time.</li><li>
Frequent computer use at a workstation, up to eight hours per day.</li><li>
Frequently work at a fast pace with unscheduled interruptions.</li><li>
Drive personal or University vehicles to appointments.</li><li>
Public contact position requiring professional apparel, personal hygiene, and grooming.</li></ul><div></div><div> 
Physical Demands:</div><ul><li>
This position typically functions indoors in an office environment with light to moderate noise associated with business office equipment. The position may involve travel for meetings and events.</li><li>
While performing the duties of this job, the employee is regularly required to: remain in a stationary position 80 % of the time, be able to move about inside the office to access file cabinets/office machinery etc., operate a computer and keyboard and other office productivity machinery such as calculators/copy machines/printers. The employee is occasionally required to position self to reach items on the floor and in high cabinetry.</li><li>
The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 40 pounds. Employee must be able to communicate with others to exchange information including both over the telephone and in-person communication with callers and community members and be able to read a computer screen and paper documents.</li><li>
Reasonable accommodations for those with disabilities will be provided in accordance with law.</li></ul></div> 

<div><h2 class="jobSectionHeader">University Information</h2></div>
<div>$45,780.00 to $53,040 is the annual starting salary for this role and reflects what Fresno Pacific University reasonably expects to pay for this position. Actual compensation may vary based on qualifications, experience, and internal equity. In addition to compensation, FPU offers a competitive benefits package.
This position is based on the Main Campus of Fresno Pacific University in Fresno, CA, but is eligible for remote or hybrid work.
Reserving its rights as a religious institution, Fresno Pacific University is an equal employment opportunity employer and does not discriminate on the basis of race, color, national origin, ethnicity, sex, age or disability, or other classes protected by applicable law. Committed to excellence and actively supportive of cultural diversity, FPU invites individuals who contribute to such diversity to apply. If you need assistance or an accommodation due to a disability, you should contact FPU&rsquo;s Human Resources Department at hr@fresno.edu. As a religious institution, the University will administer the equal opportunity employment policy consistent with the Fresno Pacific University statement of faith, the FPU Idea and the University&rsquo;s governance by the Pacific District Conference of Mennonite Brethren Churches. 
This information is accurate as of October 24, 2025.</div></div></div>

Advancement Services Analyst

Citi

<div>
 The KYC Operations Analyst 1 is an entry-level position responsible for participating in Anti-Money Laundering (AML) monitoring, governance, oversight and regulatory reporting activities in coordination with the Compliance and Control team. The overall objective of this role is to assist in the development and management of a dedicated internal KYC (Know Your Client) program at Citi.
 
 
 
 Responsibilities:
 
 
 
 <ul>
 <li>
 Partner with Relationship Management and Compliance teams to assist with the preparation, development, due diligence and approval of the electronic Know Your Client (KYC) record and supporting appendices
 </li>
 <li>
 Create and maintain KYC records by obtaining information from internal and external sources (firm website, regulatory websites, etc.)
 </li>
 <li>
 Partner with Relationship Management and Compliance teams to update system information from initiation to approval of KYC record and report workflow progress to supervisor
 </li>
 <li>
 Validate the information within KYC records and Customer Identification Program (CIP) documents to ensure completion and accuracy
 </li>
 <li>
 Ensure KYC records incorporate local regulatory requirements / Global Business Support Unit (BSU) Standards
 </li>
 <li>
 Maintain BSU tool
 </li>
 <li>
 Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
 
 
 </li>
 </ul>
 
 Qualifications:
 
 
 
 <ul>
 <li>
 Previous relevant experience preferred
 </li>
 <li>
 4 -6 Years relevant experience in KYC.
 
 
 </li>
 </ul>
 
 Education:
 
 
 
 <ul>
 <li>
 Bachelor's degree/University degree or equivalent experience
 
 
 </li>
 </ul>
 ------------------------------------------------------
 
 
 
 Job Family Group:
 
 
 
 Operations - Services
 
 
 ------------------------------------------------------
 
 
 
 Job Family:
 
 
 
 Business KYC
 
 
 ------------------------------------------------------
 
 
 
 Time Type:
 
 
 
 Full time
 
 
 ------------------------------------------------------
 
 
 
 Most Relevant Skills
 
 
 
 Business Acumen, Credible Challenge, Laws and Regulations, Management Reporting, Policy and Procedure, Program Management, Referral and Escalation, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation.
 
 
 ------------------------------------------------------
 
 
 
 Other Relevant Skills
 
 
 
 For complementary skills, please see above and/or contact the recruiter.
 
 
 ------------------------------------------------------
 
 
 
 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
 
 
 
 
 If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
 
 
 Accessibility at Citi.
 
 
 
 
 View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.
 
</div>

KYC Operations Analyst

JPMorganChase

<div>JOB DESCRIPTION 
You are a strategic thinker passionate about driving solutions in Global Client Account Management (CAM)Support. You have found the right team.
As a Global Client Account Management Support Professional within our Global CAM Support Team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment.
Job Responsibilities<ul><li>
Support Primary Client Account Managers (CAMs) in delivering a world-class client experience and managing client expectations.</li><li>
Coordinate with Portfolio Managers, Traders, Investment Specialists, Cash Management, Guideline Management, and other teams as required.</li><li>
Process and coordinate account maintenance requests, including cash flows, account opening, reporting setup, fee invoice setup, guideline setup, and exclusion list maintenance.</li><li>
Maintain and enhance all aspects of client experience, ensuring tasks are executed in line with regional procedures and quality controls.</li><li>
Serve as a key contact for administrative, operational, and general servicing issues for CAMs globally.</li><li>
Maintain accurate client records and static data.</li><li>
Extract documents or system data to support internal control testing requests.</li><li>
Document and review procedures to ensure compliance and efficiency.</li><li>
Provide periodic status, control, and KPI reports for conducted work.</li><li>
Escalate unclear requests, issues, and errors in a timely manner.</li></ul>
Required qualifications, capabilities and skills<ul><li>
Bachelor&rsquo;s degree with at least 3 years of relevant experience.</li><li>
Prior experience in Asset Management or Asset Servicing in client services roles within custody or investment banking.</li><li>
Understanding of asset management business, asset classes, and investment products.</li><li>
Strong financial market awareness and grasp of basic financial concepts.</li><li>
Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook (intermediate to advanced).</li><li>
Excellent communication skills (verbal and written), especially in client-facing situations.</li><li>
Outstanding accuracy and attention to detail.</li><li>
Awareness of business risk and compliance procedures.</li><li>
Ability to manage competing priorities and meet tight deadlines.</li><li>
Strong numerical and quantitative skills.</li></ul>
Preferred qualifications, capabilities and skills<ul><li>
Experience in client-facing roles within asset management or investment banking.</li><li>
Advanced stakeholder management skills, with the ability to partner with stakeholders at all levels.</li><li>
Exceptional prioritization, time management, and multi-tasking abilities.</li><li>
Strong work ethic, positive attitude, and proactive approach.</li><li>
Ability to work collaboratively with local and global teams, as well as independently.</li><li>
Sensitivity to different cultures and working styles. 
</li></ul> 
 
ABOUT US<div> 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 
 
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</div> 
 
 
ABOUT THE TEAM 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Analyst Client Account management

Deloitte

<div></div><div><div><div><div><div><div><div>Analyst Partner ledger Support, Engagement Financial Operations - Deloitte Support Services India Private Limited
The Analyst/Senior Analyst Partner Ledger Support offers advanced financial and administrative assistance to partners, with a primary focus on the financial management of client engagements. This position entails overseeing engagement budgets, monitoring financial performance, coordinating billing and invoicing processes, and ensuring the seamless financial operation of the partner's engagements. The ideal candidate will be highly organized, detail-oriented, and adept at handling multiple tasks simultaneously.
Work you&rsquo;ll do
As a part of this team, you will:
Key Responsibilities:
Engagement Financial Management:
Monitor partner ledger hygiene, highlight Days Sales Outstanding (DSO) improvement opportunities, identify potential exposures, work with partners to address engagement financial queries, maintain visibility on high-risk engagements, escalate issues when necessary, provide strategic insights and implement best practices to help partners understand and navigate DSO challenges and impacts, and conduct 1:1 partner meetings for working capital management, partner ledger hygiene, and identifying opportunities for improvement.
Risk Management:
Monitor lead indicators for predicting engagement distress, maintain a line of sight on high-risk engagements in the partner ledger, and facilitate financial accountability and operational efficiency across the firm by working closely with Business Finance, key Business Unit stakeholders, and other groups across the Enabling Areas.
Engagement Support Services:
Deliver firm-wide engagement support services to promote optimal engagement health, hygiene, and financial management across all engagements and client accounts. This includes handling requests received through ServiceNow for various tasks such as:
Invoicing: Coordinate the accurate preparation and issuance of client invoices in compliance with engagement terms.
Client Creation: Facilitate the creation of new client accounts in the system, ensuring all necessary information is accurately entered and verified.
Engagement Creation: Set up new engagements, ensuring all relevant details are captured and aligned with client requirements and firm policies.
Engagement Closure: Manage the closure of engagements, ensuring all financial and administrative tasks are completed, and final reports are generated.
Modification of Engagement: Handle modifications to existing engagements, including changes in scope, budget adjustments, and other necessary updates to maintain accurate records.
Client Communication and Billing:
Coordinate the accurate preparation and issuance of client invoices in compliance with engagement terms. Manage accounts receivable by tracking outstanding invoices, resolving any billing issues, and monitoring key financial metrics such as Days Sales Outstanding (DSO) and margins.
Financial Reporting and Analysis:
Prepare comprehensive financial reports and analyses for engagements, covering profitability analysis, cost tracking, margins, billing, and days sales outstanding (DSO). Assist in creating financial presentations and reports. Offer financial insights and recommendations to support strategic decision-making. Copyright &copy; 2024 Deloitte Development LLC. All rights reserved.
Collaboration and Support:
Collaborate with other teams within the EFO function, such as ECOS and ESCoE, providing support whenever needed. Be a quick learner and capable of multitasking, quickly learning other sub-processes within the EFO function and being available to assist as required.
Process Improvement:
Identify and implement process improvements to enhance the efficiency and effectiveness of engagement financial management. Leverage technology and digital tools to streamline financial processes. Promote a culture of continuous improvement within the team
Required Skills and Attributes:
Effective Stakeholder Management: Engage effectively with partners during 1:1 meeting, ensuring clear communication and professionalism.
Communication: Exhibit strong listening and conversational English skills to ensure clarity in all interactions.
Financial Data Interpretation: Clearly interpret and explain basic financial data to partners, including Days Sales Outstanding (DSO), Accounts Receivable (AR), margins, and other relevant metric
Feedback Documentation and Issue Escalation: Accurately document feedback during partner meetings and escalate issues when necessary.
Professionalism: Maintain high standards of professional behavior, particularly in managing and mitigating interruptions during 1:1 meeting, such as mobile phone distractions, and maintaining focus and control of the conversation.
Collaborative: Work effectively within a team environment, fostering a culture of cooperation and mutual support.
Adaptability: Be flexible and able to adjust to changing circumstances and demands, showing resilience in the face of challenges.
Interpersonal Skills: Build and sustain strong relationships with partners.
Attention to Detail: Conduct thorough reviews to ensure accuracy in all communications.
Work Location: Hyderabad
Shift timings: 6.30 AM to 3.30 PM
Qualifications
Required
Postgraduate/Graduate (B. Com, BA, BBA) with Financial Background and strong analytical skills
1-3 years of experience is in financial domain, especially in Accounts Receivables is preferred.
Preferred
Good Excel skills and strong computer skills
Team player with a positive attitude, strong verbal and written communication skills, and excellent interpersonal skills
How you&rsquo;ll grow
At Deloitte, we&rsquo;ve invested a great deal to create a rich environment in which our professionals can grow. We want all our people to develop in their own way, playing to their own strengths as they hone their leadership skills. And, as a part of our efforts, we provide our professionals with a variety of learning and networking opportunities&mdash;including exposure to leaders, sponsors, coaches, and challenging assignments&mdash;to help accelerate their careers along the way. No two people learn in the same way. So, we provide a range of resources including live classrooms, team- based learning, and eLearning. DU: The Leadership Center in India, our state-of-the-art, world-class learning Center in the Hyderabad offices is an extension of the Deloitte University (DU) in Westlake, Texas, and represents a tangible symbol of our commitment to our people&rsquo;s growth and development. Explore DU: The Leadership Center in India
Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Copyright &copy; 2024 Deloitte Development LLC. All rights reserved.
Deloitte&rsquo;s culture
Our positive and supportive culture encourages our people to do their best work every day. We celebrate individuals by recognizing their uniqueness and offering them the flexibility to make daily choices that can help them to be healthy, centered, confident, and aware. We offer well-being programs and are continuously looking for new ways to maintain a culture that is inclusive, invites authenticity, leverages our diversity, and where our people excel and lead healthy, happy lives. Learn more about Life at Deloitte.
Corporate citizenship
Deloitte is led by a purpose: to make an impact that matters. This purpose defines who we are and extends to relationships with our clients, our people and our communities. We believe that business has the power to inspire and transform. We focus on education, giving, skill-based volunteerism, and leadership to help drive positive social impact in our communities. Learn more about Deloitte&rsquo;s impact on the world.
About Deloitte
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (&ldquo;DTTL&rdquo;), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as &ldquo;Deloitte Global&rdquo;) does not provide services to clients. In the United States, Deloitte refers to one or more of the US member firms of DTTL, their related entities that operate using the &ldquo;Deloitte&rdquo; name in the United States and their respective affiliates. Certain services may not be available to attest clients under the rules and regulations of public accounting. Please see www.deloitte.com/about to learn more about our global network of member firms.<div></div>
</div><div><div><div>Our purpose</div> 
<div></div>
Deloitte&rsquo;s purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.</div>
</div><div><div><div>Our people and culture</div> 
<div></div>
Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.</div>
</div><div><div><div>Professional development</div> 
<div></div>
At Deloitte, professionals have the opportunity to work with some of the best and discover what works best for them. Here, we prioritize professional growth, offering diverse learning and networking opportunities to help accelerate careers and enhance leadership skills. Our state-of-the-art DU: The Leadership Center in India, located in Hyderabad, represents a tangible symbol of our commitment to the holistic growth and development of our people. Explore DU: The Leadership Center in India.</div>
</div><div><div>Benefits to help you thrive 
</div><div>
At Deloitte, we know that great people make a great organization. Our comprehensive rewards program helps us deliver a distinctly Deloitte experience that helps that empowers our professionals to thrive mentally, physically, and financially&mdash;and live their purpose. To support our professionals and their loved ones, we offer a broad range of benefits. Eligibility requirements may be based on role, tenure, type of employment and/ or other criteria. Learn more about what working at Deloitte can mean for you.</div><div></div>
</div><div><div>Recruiting tips</div> 
<div></div>
From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters.
</div></div></div></div></div></div><div><div><div>Requisition code: 315021</div></div></div></div>

Engagement Financial Operations – Partner ledger support Services -Analyst -USI

<div>JOB DESCRIPTION 
<div>
Are you ready to make an impact in the world of digital payments? Join our team where your analytical prowess and problem-solving skills will help shape the future. We offer a stimulating environment with opportunities for constant learning and expanded responsibilities. 
 
As a Payment Lifecycle Analyst within Payments Operations, you will play a pivotal role in ensuring the smooth transfer of funds between various parties while enhancing our payment operations framework. You will leverage your knowledge of automation technologies and systems architecture to process payments across various products and parties. Your responsibilities include identifying and resolving issues, making decisions guided by established practices, and contributing to short-term operational goals. You will engage with stakeholders, manage projects, and spur continuous improvement initiatives, building strong working relationships with internal lines of business. Your ability to understand and apply cybersecurity controls, anti-fraud strategies, and data analysis techniques will be key to your success in this role. 
 
Job responsibilities</div><div><ul><li>
Utilize independent judgment and technical expertise to resolve exceptions and enhance control environments for technical, financial, and operational processes.</li><li>
Conduct research and data analysis to address non-routine payment lifecycle issues and ensure accurate, timely fund transfers across various products.</li><li>
Define project requirements and metrics using process models, and lead or contribute to process optimization initiatives to improve quality and customer experience.</li><li>
Apply knowledge of systems architecture and automation technologies to support process optimization and build effective relationships with stakeholders and teams.</li><li>
Coach, train, and mentor team members to uphold high service standards and serve as an escalation point for junior team members.</li><li>
Creating and updating of SOP's / Documentation while ensuring that the standards are followed; To ensure that IT Policy / System accesses and other applicable JPMC policies are followed</li><li>
Consistently ensure accuracy in verification and stratification in line with SOPs, with no errors.</li><li>
Prepare MIS / Scorecard as required by senior management. Provide overall supervision / leadership to the staff and act as a back-up to the Shift Manager.</li></ul></div><div>
Required qualifications, capabilities, and skills</div><div><ul><li>
Advanced knowledge of global payment processing operations and systems architecture to support operational efficiency and change management.</li><li>
Proficiency in data analysis techniques to interpret and communicate insights for informed decision-making with senior stakeholders.</li><li>
Commercial and growth mindset to adapt to fast-paced environments and new business initiatives, with strong interpersonal and communication skills.</li><li>
</li><li>Familiarity with continuous improvement methodologies and design-thinking techniques to drive continuous improvement initiatives.</li><li>
Post-Graduate with minimum 3 years or Graduates with minimum 6 years of overall experience with strong experience in handling complex data and deriving analysis of the same</li><li>
Understanding of Banking and Financial Services Industry</li><li>
Flexibility to work on Night Shifts/ holidays / extended working hours on high volume days</li><li>
Excellent verbal, written communication skills and good Presentation Skill</li></ul></div><div>
Preferred qualifications, capabilities, and skills</div><div><ul><li>
Knowledge of ISO or Swift message processing or management.</li><li>
Experience with operations, controls and problem solving related to Payments, Cash, Treasury Operations.</li><li>
Experience in global payments and understanding of accounting and money movement processes.</li></ul></div>
ABOUT US<div> 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 
 
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</div> 
 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Payments Lifecycle Analyst

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