data analyst

financial analyst

product analyst

research associate

research coordinator

risk analyst

Morgan Stanley

<div><h2 class="jobSectionHeader">Morgan Stanley (&ldquo;MS&rdquo;) is a global financial services firm that conducts its business through three principal business segments&mdash;Institutional Securities Group (&ldquo;ISG&rdquo;), Asset Management (&ldquo;AM&rdquo;) and Wealth Management (&ldquo;WM). WM includes almost 16,000 Financial Advisors and Private Wealth Advisors and offers comprehensive financial services to clients, such as brokerage, investment advisory, financial and wealth planning, annuities, insurance, retirement. In addition, the Private Banking Group (&ldquo;PBG&rdquo;) offers WM clients cash management and lending solutions.
</h2><h2 class="jobSectionHeader">Job Summary
</h2><h2 class="jobSectionHeader">The PBG is building its first-line credit risk team to enhance credit risk oversight and activities across multiple-lending products. We are seeking an Assistant Vice President (AVP) with a unique blend of data analytics and reporting skills along with experience in financial markets, private banking, and risk management. The candidate is expected to adapt and take on a variety of tasks but will be primarily focused on supporting ad-hoc reporting requests and helping to design and build automat ed reporting solutions. The role requires a minimum proficiency in data and reporting combined with an understanding of typical private banking lending products such as Securities-based lending, Tailored Lending, Residential Mortgages, and Commercial Real Estate lending. Success in this position also depends on the ability to collaborate effectively with a broad group of stakeholders and leverage firm-approved AI tools to improve risk oversight and operational efficiency.
</h2>Note: This role will be based in Purchase, NY as a Hybrid model working 4 days in office.
<h2 class="jobSectionHeader">Job Description/Position Responsibilities
</h2><ul><li><h2 class="jobSectionHeader">Gather, organize and transform complex data to deliver timely, accurate, and actionable insights and reports to support credit risk decision-making and strategic projects and initiatives.
</h2></li><li><h2 class="jobSectionHeader">Analyze and track portfolio metrics such as originations, limit monitoring, KRIs, loan quality, stressed credits, etc. by running data analytics across multiple databases to enable greater visibility of risk across the organization.
</h2></li><li><h2 class="jobSectionHeader">Assist in the oversight, coordination and management of stressed credit exposures across lending products and supporting and managing working group forums and risk committees.
</h2></li><li><h2 class="jobSectionHeader">Track progress on team initiatives, drive continuous improvement and efficiency, maintain documentation, drafting policies and procedures, mapping out processes, building decks and reports for senior management and regulators, etc.
</h2></li><li><h2 class="jobSectionHeader">Partner with stakeholders across multiple legal entities, businesses, financial and non-financial risk organizations, etc. to drive data-driven risk management initiatives.
</h2></li></ul><h2 class="jobSectionHeader">Additional Experience and Skills
</h2><ul><li><h2 class="jobSectionHeader">Minimum of 4 years of experience in financial services with emphasis on portfolio analytics and risk management.
</h2></li><li><h2 class="jobSectionHeader">BA in finance, economics, accounting, business, statistics or math; Advanced degrees / certifications are a plus.
</h2></li><li><h2 class="jobSectionHeader">Demonstrated proficiency in either Power BI, Tableau, or Dataiku, is required.
</h2></li><li><h2 class="jobSectionHeader">Skill using firm-approved AI tools to enhance analysis and productivity within governance frameworks preferred.
</h2></li><li><h2 class="jobSectionHeader">Solid understanding and experience working with databases and snowflake is preferred.
</h2></li><li><h2 class="jobSectionHeader">Experience designing automated reporting pipelines utilizing Python or SQL is preferred.
</h2></li><li><h2 class="jobSectionHeader">Experience translating regulatory and underwriting standards into data-driven controls is a plus.
</h2></li><li><h2 class="jobSectionHeader">Excellent interpersonal and communication skills; detail-oriented and effective in fast-paced environments.
</h2></li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $85,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .</div>

First Line Credit Risk Analyst - Assistant Vice President

Howden Group

<div>At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. 
 
The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key.
DUAL North America, Inc. is seeking a
Analyst Transactional Risk
Analyst, Transactional Risk<ul><li>Classification: Exempt/Full-time</li><li>Reports to: Senior Vice President, DUAL Transaction Solutions</li><li>Travel: 0-25%</li><li>Salary: $90,000-$100,000</li></ul>
Location: New York City, Hybrid
Role overview
DUAL North America, Inc. is seeking a curious and self-motivated analyst to support the underwriting of policies for mergers and acquisitions (M&amp;A). Private equity and strategic buyers in M&amp;A deals seek policies to protect them from risk on the target companies they acquire.
The analyst would serve underwriters on the team. The team itself has significant exposure to the full gamut of players in the M&amp;A process: attorneys, insurance brokers and financial advisors. A de minimis portion of the role would also support tax underwriters in issuing transactional risk tax policies.
Role responsibilities<ul><li>Draft quotes for policies on prospective M&amp;A deals: With the supervision of an underwriter, analysts review legal agreements and</li></ul>
documents from investment banks and financial advisors. They then<ul><li>File management: Support underwriter during active underwriting process by circulating and preparing relevant documentation and communication.</li><li>Analysis: Review of financial statements, confidential information memoranda from investment banks, legal agreements, and emails from counsel.</li><li>Policy issuance: Monitor outstanding subjectivities on various deals at the same time. Prepare formal documents when subjectivities are satisfied.</li><li>Liaise with brokers and counsel: First point of contact for broker requests on active deals. Communicate counsel opinion to broker for dissemination to deal&rsquo;s buyer.</li><li>Compliance: Assist underwriters in appropriately documenting the underwriting process.</li></ul>
Key requirements<ul><li>Bachelor&rsquo;s degree in risk management, Finance, Business or a related field preferred</li><li>0 &ndash; 1 year underwriter or insurance experience</li><li>Foundational knowledge of insurance principles</li><li>Undergraduate work experience or internships. Interest in mergers and acquisitions is highly desirable.</li><li>Business or insurance knowledge is helpful but not required. No tax knowledge needed.</li><li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)</li><li>communicate them to underwriter.</li><li>Ability to follow policies and procedures</li><li>Complete assigned tasks correctly, on time and able to learn quickly</li><li>Self-motivated and demonstrating attention to detail</li><li>Be able to work independently for extended periods</li><li>Excellent written and verbal communication skills as well as general business understanding</li><li>Must be able to remain in a stationary position 50% of the time, with occasional movement in the office to access cabinets and equipment</li><li>If you do not meet all the qualifications for this role, we still encourage you to apply, as we are always looking for diverse talent to join our growing team.</li></ul>
What we offer: 
A career that you define. Yes, we offer all the usual rewards and benefits - including medical, dental, vision, a wide variety of wellbeing offers, competitive salary, unlimited PTO, 401k with company match, paid volunteer days and more.
We provide an environment where new ideas are encouraged and celebrated, where people who want to have a real hand in our success thrive. We want people who want to make a difference - not just in the workplace, but in the industry and in the wider community.
EEO Statement: 
We consider our people our chief competitive advantage and as such we treat colleagues, candidates, clients, and business partners with equality, fairness, and respect. DUAL North America provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. DUAL will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.</div>

Analyst Transactional Risk

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
Responsible for all aspects of the underwriting and credit management of Hedge Funds (HF) for the Global Markets business inclusive of trade approvals, internal credit ratings and limit management. This is a high-volume and fast-moving portfolio that utilizes a risk-based approach to drive revenue while maintaining appropriate credit risk disciplines.
Responsibilities:
<ul><li>Credit analysis: Participate in initial and ongoing due diligence of HFs. Perform quantitative and qualitative credit assessment, setting internal ratings and recommending credit limits</li><li>
Initial margin calculation: Determine initial margin (IM) and evaluate transactional risks associated with OTC and exchange traded derivatives, securities financing and structured trades</li><li>
Trade approval: Hold delegated approval authority to approve trading floor request (OTC derivatives) or to make recommendations to higher authority levels.</li><li>
Relationship management: Build strong working relationship with external HF clients, internal business partners including Sales, Structuring &amp; Trading, Risk counterparts, Legal and Audit Function</li><li>
Risk monitoring: Undertake regular exposure analysis including internal stress testing and IM back testing. Monitoring of performance and AUM flow data received from HFs</li><li>
Trading documentation: Liaise with Legal and client in negotiating ISDA, CSA, GMRA etc.</li><li>
Portfolio reviews: Preparation of portfolio reports and reviews, including analysis of OTC and F&amp;O exposures, any counterparties of concern and other pertinent risk issues.</li><li>
Candidate will be responsible for underwriting credit lines to support hedge fund client traded products.</li></ul>
Required Qualifications:
<ul><li>2+ years of experience in counterparty credit risk, market risk, or credit underwriting related activities within a financial institution or regulated fund environment,</li><li>
Proficient with Microsoft Office.</li><li>
General knowledge of Hedge Funds, their strategies and financial derivatives.</li><li>
Candidate will have significant exposure to Global Markets personnel including Trading / Financing / Structuring / Sales, as well various support partners.</li><li>
Candidate must be comfortable working on transactions in a fast-paced capital markets/trading environment.</li><li>
Ability to thrive in a fast-paced environment, consistently meet deadlines, and demonstrate strong quantitative and analytical skills</li></ul>
Desired Qualifications:
<ul><li>Bachelor's Degree</li><li>
Masters Degree
</li><li>CFA Charter Holder</li></ul>
Skills:<ul><li>
Attention to Detail</li><li>
Client Management</li><li>
Decision Making</li><li>
Underwriting</li><li>
Credit Documentation Requirements</li><li>
Critical Thinking</li><li>
Portfolio Management</li><li>
Problem Solving</li><li>
Written Communications</li><li>
Financial Analysis</li><li>
Negotiation</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Credit Analyst III/Hedge Funds - Global Markets Credit

SoFi

<div>
 
 Employee Applicant Privacy Notice
 
 
 
 
 Who we are:
 
 
 
 Shape a brighter financial future with us.
 
 
 Together with our members, we&rsquo;re changing the way people think about and interact with personal finance.
 
 
 We&rsquo;re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we&rsquo;re at the forefront. We&rsquo;re proud to come to work every day knowing that what we do has a direct impact on people&rsquo;s lives, with our core values guiding us every step of the way.
 
 Join us to invest in yourself, your career, and the financial world.
 
 
 
 
 The role:
 
 
 
 We are seeking a Market Risk Execution Associate in the Treasury team to support the management of market risk across the company&rsquo;s balance sheet, with a primary focus on mortgage-related assets and associated hedging activities. This role will help execute Treasury&rsquo;s risk management strategy by monitoring exposures, supporting hedge implementation, analyzing hedge effectiveness, and assisting with daily risk reporting tied to retained mortgage positions.
 
 
 The ideal candidate is analytically strong, detail-oriented, and interested in fixed income markets, mortgage products, and balance sheet risk management. This person will work closely with Treasury, Capital Markets, Finance, Accounting, and Risk teams to help manage interest rate, spread, convexity, and pipeline-related risks arising from on-balance sheet mortgages.
 
 
 
 What you&rsquo;ll do:
 
 
 
 
 <ul>
 <li>
 Assist in the design, implementation, and rebalancing of hedging strategies using approved instruments, including derivatives and cash market hedges.
 </li>
 <li>
 Prepare daily and weekly risk reports covering hedge positions, sensitivities, exposure changes, P&amp;L attribution, and hedge effectiveness.
 </li>
 <li>
 Track asset and liability duration, convexity, and key rate exposures across mortgage-related positions.
 </li>
 <li>
 Partner with senior Treasury team members to evaluate hedge needs driven by origination flows, retained production, portfolio runoff, prepayment behavior, and market moves.
 </li>
 <li>
 Help execute hedge transactions within approved policies, limits, and governance frameworks.
 </li>
 <li>
 Support scenario analysis and stress testing for mortgage portfolios under different rate, spread, and prepayment environments.
 </li>
 <li>
 Assist in developing and maintaining risk models, dashboards, and reporting tools used to manage mortgage balance sheet exposure.
 </li>
 <li>
 Work with Finance and Accounting to support hedge documentation, valuation review, and reporting requirements.
 </li>
 <li>
 Maintain awareness of mortgage market trends, rate volatility, Federal Reserve activity, and macro developments relevant to balance sheet hedging.
 
 
 
 </li>
 </ul>
 
 What you&rsquo;ll need:
 
 
 
 Responsibilities include helping measure the risk profile of retained mortgage assets, supporting hedging activity, and ensuring Treasury maintains appropriate protection against adverse market movements. The associate will play a key role in translating portfolio exposure into actionable hedging strategy under the direction of senior Treasury leadership.
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, Mathematics, Accounting, Engineering, or a related quantitative field.
 </li>
 <li>
 1&ndash;3 years of experience in Treasury, Capital Markets, market risk, fixed income, mortgage finance, ALM, or a related field; strong internships may be considered.
 </li>
 <li>
 Foundational understanding of interest rates, fixed income instruments, and mortgage products.
 </li>
 <li>
 Familiarity with concepts such as duration, convexity, DV01, key rate risk, spread risk, and hedge effectiveness.
 </li>
 <li>
 Strong analytical and quantitative skills with the ability to interpret market data and portfolio sensitivities.
 </li>
 <li>
 Advanced Excel skills; experience with SQL, Python, VBA, or risk/reporting tools is a plus.
 </li>
 <li>
 Strong attention to detail and ability to manage recurring processes with a high degree of accuracy.
 </li>
 <li>
 Effective communication skills and comfort working cross-functionally in a fast-paced environment.
 </li>
 <li>
 Strong organizational skills and ability to prioritize multiple deadlines.
 
 
 
 </li>
 </ul>
 
 Nice to have:
 
 
 
 
 <ul>
 <li>
 Exposure to agency/non-agency mortgages, mortgage servicing rights, pipeline hedging, or mortgage-backed securities.
 </li>
 <li>
 Experience supporting hedging activity with swaps, Treasury futures, TBA securities, options, or other interest rate hedging instruments.
 </li>
 <li>
 Familiarity with asset-liability management, funds transfer pricing, or Treasury risk governance.
 </li>
 <li>
 Understanding of hedge accounting and valuation concepts is a plus.
 
 
 
 </li>
 </ul>
 
 Compensation And Benefits
 
 
 
 The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate&rsquo;s experience, skills, and location.
 
 
 To view all of our comprehensive and competitive benefits, visit our
 
 Benefits at SoFi
 
 page!
 
 
 SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
 
 
 The Company hires the best qualified candidate for the job, without regard to protected characteristics.
 
 
 Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
 
 
 New York applicants: Notice of Employee Rights
 
 
 SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
 
 
 Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
 
 
 
 Internal Employees
 
 
 
 If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
</div>

Senior Associate, Market Risk Execution

Wells Fargo

<div>The Corporate &amp; Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com. 
 
 
 
About this role: 
 
Wells Fargo is seeking an Analyst to support the Portfolio Strategy &amp; Credit Administration and Capital Optimization &amp; Returns teams within the Corporate &amp; Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high-quality insights and materials. 
 
This unique opportunity provides exposure from both a risk management/strategy as well as business capital and returns perspective. The Analyst will collaborate with partners across Coverage, Underwriting, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management, strategic growth strategy, and improved returns. 
 
This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in capital, credit, and portfolio strategy. 
 
In this role, you will support: 
 
Capital Optimization
<ul><li>Assist in evaluating return on capital for new and existing transactions</li><li>
Utilize profitability and pricing tools to assess capital efficiency</li><li>
Support efforts that improve capital deployment, enhance return frameworks, and strengthen data quality</li></ul> 

Portfolio Strategy &amp; Credit Administration
<ul><li>Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes</li><li>
Assist in regulatory reporting processes, limit framework tracking, and enterprise-wide portfolio routines</li><li>
Support review and control processes for the CIB-Banking portfolio</li></ul> 

Analytics, Reporting &amp; Presentation
<ul><li>Assist with the creation and maintenance of standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality</li><li>
Analyze client-level, industry-level, and portfolio-level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management</li><li>
Support production of polished, executive-ready PowerPoint presentations for senior management, capital and risk committees, and cross-functional forums</li><li>
Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes</li></ul> 

Cross-Functional Collaboration<ul><li>
Partner with Underwriting, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews</li><li>
Participate in cross-functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure</li></ul>
Required Qualifications:
<ul><li>6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications:
<ul><li>Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts</li><li>
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks</li><li>
Experience working with large datasets or reporting/BI tools</li><li>
Interest in developing expertise in capital optimization, portfolio strategy, and credit risk</li><li>
Advanced Excel skills (modeling, financial calculations, data analysis)</li><li>
Advanced PowerPoint skills with the ability to produce executive-ready presentations</li><li>
Strong analytical and problem-solving skills</li><li>
Familiarity with AI prompting techniques</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Ability to effectively interact with senior leaders and cross-functional partners</li><li>
Ability to work independently, manage multiple priorities, and collaborate across teams</li><li>
Strong organization and prioritization skills with ability to meet deliverables in a fast-paced, deadline driven environment</li></ul>
Job Expectations:<ul><li>
Willingness to work on-site in accordance with current office requirements</li><li>
Visa sponsorship is not available</li><li>
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required</li><li>
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li></ul>
Posting Locations: 
 
Charlotte, NC: 550 S Tryon 
New York, NY: 30 Hudson Yards 
 
Base Salary NC and NY: 
 
Base pay range: $100,000-110,000 
 
Pay Range 
 
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. 
$90,000.00 - $150,000.00 
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.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul>
Posting End Date: 
16 Apr 2026 
<ul><li>Job posting may come down early due to volume of applicants.
</li></ul> 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. 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. 
 
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. 
 
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.</div>

Analyst, Corporate Banking - Capital & Portfolio Management

Ripple

<div>
 
 
 At Ripple, we&rsquo;re building a world where value moves like information does today. It&rsquo;s big, it&rsquo;s bold, and we&rsquo;re already doing it. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world. And we get to do the best work of our career and grow our skills surrounded by colleagues who have our backs.&nbsp;
 
 
 
 
 If you&rsquo;re ready to see your impact and unlock incredible career growth opportunities, join us, and build real world value.
 
 
 
 
 THE WORK:
 
 
 
 At Ripple, we are at the forefront of building the Internet of Value, creating a new global standard for how value moves seamlessly today. We are seeking a Senior Manager, Financial Risk, to act as a critical partner to our commercial leadership. This isn't a traditional, back-office risk role; you will be at the commercial heart of the business, shaping the strategies that allow us to scale our products and enter new markets prudently. You'll be one of the experts in the room, translating complex financial risks into clear, actionable business insights and strategies that directly enable and protect Ripple's growth!
 
 
 
 WHAT YOU&rsquo;LL DO:
 
 
 <ul>
 <li>
 Be a Strategic Partner to the Business: You won't just assess risk; you'll co-pilot business growth across RLUSD, Payments, Lending, and Trading. You&rsquo;ll work hand-in-hand with commercial leaders to structure innovative deals and develop new products, providing the expert risk guidance that makes ambitious goals achievable. Your primary objective is to find the path to "yes" while safeguarding the firm within its risk appetite.
 </li>
 <li>
 Build the Future of Risk Management: Design and implement sophisticated risk models, loss forecasting methodologies, reporting tools, and stress testing frameworks that are fit-for-purpose in the digital asset space. You will be instrumental in building the robust governance structures and reporting systems that keep senior leadership informed and drive strategic alignment.
 </li>
 <li>
 Communicate, Educate, and Influence: Become the go-to expert for financial risk across the organization. A key part of your role will be to distill highly technical topics into concise, easy-to-understand insights for a variety of partners, from business development to the C-suite. Your ability to communicate effectively will shape risk culture and drive informed decision-making across Ripple.
 </li>
 <li>
 Mitigate Counterparty Risk: You'll move beyond traditional financial statement analysis to develop a comprehensive view of counterparty health in the dynamic crypto ecosystem, setting intelligent credit limits and monitoring exposures that empower our partners to grow with us.
 </li>
 </ul>
 
 
 WHAT YOU'LL BRING:&nbsp;
 
 
 
 We're looking for a leader who is passionate about building at the intersection of traditional finance and the new world of crypto. You are commercially-minded, agile, and thrive in a fast-paced, collaborative environment.
 
 <ul>
 <li>
 A proven track record (10+ years) of excellence in risk, financial markets, or trading, with a deep understanding of complex financial products.
 </li>
 <li>
 A commercial and strategic mindset. You have a history of working directly with business teams to find creative, risk-aware solutions to complex challenges.
 </li>
 <li>
 Exceptional communication skills. You are a master at simplifying complexity and can confidently and concisely articulate risk-related concepts to any audience, from engineers to executives.
 </li>
 <li>
 Expertise in financial statement analysis, credit underwriting, limit-setting, and building sophisticated risk models.
 </li>
 <li>
 A genuine passion for learning and a deep curiosity about the crypto ecosystem (direct crypto experience is a major plus).
 </li>
 <li>
 A "team-first" attitude, with a demonstrated ability to collaborate and build strong relationships with cross-functional partners.
 </li>
 <li>
 The agility to adapt to shifting priorities, manage multiple high-stakes projects, and perform exceptionally under pressure.
 </li>
 <li>
 Success in this role will pave the way for future leadership opportunities, either advancing within the global risk organization or moving into a leadership role within one of the business lines you partner with.
 </li>
 </ul>
 
 For positions that will be based in NY, the annual salary range for this position is below. Actual salaries may vary based on numerous factors including, among other things, an individual applicant&rsquo;s experience and qualifications for the position. This range does not include equity or additional compensation, such as bonuses or commissions.&nbsp;
 
 
 NY Annual Base Salary Range: $168,000 USD - $200,000 USD
 
 
 
 WHO WE ARE:
 
 
 
 
 Do Your Best Work
 
 
 <ul>
 <li>
 
 The opportunity to build in a fast-paced start-up environment with experienced industry leaders
 
 </li>
 <li>
 
 A learning environment where you can dive deep into the latest technologies and make an impact.&nbsp; A professional development budget to support other modes of learning.
 
 </li>
 <li>
 
 Thrive in an environment where no matter what race, ethnicity, gender, origin, or culture they identify with, every employee is a respected, valued, and empowered part of the team.
 
 </li>
 <li>
 
 In-office collaboration for moments that matter is important to our culture, and we give managers and teams the flexibility to decide which 10+ days a month they come in.&nbsp;
 
 </li>
 <li>
 
 Bi-weekly all-company meeting - business updates and ask me anything style discussion with our Leadership Team
 
 </li>
 <li>
 
 We come together for moments that matter which include team offsites, team bonding activities, happy hours and more!
 
 </li>
 </ul>
 
 
 Take Control of Your Finances
 
 
 <ul>
 <li>
 
 Competitive salary, bonuses, and equity
 
 </li>
 <li>
 
 Competitive benefits that cover physical and mental healthcare, retirement, family forming, and family support
 
 </li>
 <li>
 
 Employee giving match
 
 </li>
 <li>
 
 Mobile phone stipend
 
 </li>
 </ul>
 
 
 Take Care of Yourself
 
 
 <ul>
 <li>
 
 R&amp;R days so you can rest and recharge
 
 </li>
 <li>
 
 Generous wellness reimbursement and weekly onsite &amp; virtual programming
 
 </li>
 <li>
 
 Generous vacation policy - work with your manager to take time off when you need it
 
 </li>
 <li>
 
 Industry-leading parental leave policies. Family planning benefits.
 
 </li>
 <li>
 
 Catered lunches, fully-stocked kitchens with premium snacks/beverages, and plenty of fun events
 
 </li>
 </ul>
 
 
 
 Benefits listed above are for full-time employees.&nbsp;
 
 
 
 
 Ripple is an Equal Opportunity Employer. We&rsquo;re committed to building a diverse and inclusive team. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.
 
 &nbsp;
 
 Please find our UK/EU Applicant Privacy Notice and our California Applicant Privacy Notice for reference.
 
</div>

Senior Manager, Financial Risk

<div><h2 class="jobSectionHeader">Description</h2>
<div>
Works with the Transactional Risk Team within the Willis Mergers &amp; Acquisitions Group in the design and placement of transactional risk products for clients, attends deal calls with clients to secure transaction information, prepares submissions/coverage specifications, assists with preparing advice to client regarding carrier selection and deal structure considerations, prepares internal financial and statistical reports including analysis of M&amp;A market trends and team data. Maintains strong relationships with key carriers. 


Description 

<ul>
<li>Synthesize M&amp;A deal information from clients to prepare market submissions</li>
<li>Draft submissions including preparing joinders to non-disclosure agreements, outlining coverage specifications, and synthesizing transaction details</li>
<li>Analyzes feedback from carriers and prepares coverage comparison report to share with clients including comprehensive analysis of market terms and recommendations for the best program</li>
<li>Manage tracking and timing of deliverables between the client and carriers (including acquisition agreement, agreement schedules, due diligence reports and non-reliance letters)</li>
<li>Assists Senior Brokers in developing materials and statistics for client meetings as requested</li>
<li>Develop and share with clients, producers and colleagues, knowledge about the M&amp;A market and product solutions as they relate to classes of business, as requested by Senior Broker</li>
<li>Analyze and track team data around deal activity and team placements for regular internal reporting</li></ul> 

</div>
<h2 class="jobSectionHeader">Qualifications</h2>
<div>
Qualifications 

<ul>
<li>College degree with major in finance, accounting or risk management desired</li>
<li>1-5 years of Industry experience, preferably with M&amp;A or complex insurance experience, or with representations &amp; warranties, contingent and/or tax liability, preferred</li>
<li>Must have obtained insurance brokers license within 60 days of employment</li>
<li>Must possess strong attention to detail</li>
<li>Ability to synthesize and organize data</li>
<li>Must demonstrate core competency of Willis Values &amp; Vision</li>
<li>Special emphasis on analysis capabilities, must be detail oriented and comfortable working with numbers</li>
<li>Self-starter/requires minimal supervision</li>
<li>Will seek guidance when needed</li>
<li>Solid presentation skills &ndash; written and oral</li>
<li>Good listener</li>
<li>Strong leadership skills</li>
<li>Enhancing client service skills</li>
<li>Ability to deal with difficult client situations on short timelines</li>
</ul>
What can we offer you?

Competitive salary and a comprehensive benefits package including life, medical, dental, vision, flexible spending accounts, disability coverage, 401k and an employee stock purchase plan as well as many other options to full time employees. 


Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $90,000.00 - $170,000.00 USD per year.

This role is also eligible for an annual short-term incentive bonus.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Company Benefits (US):
<ul>
<li>Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&amp;D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.</li>
<li>Leave Benefits: Paid holidays, annual paid time off (including state/local paid leave where required), company-paid disability (short-term and long-term), other leaves (bereavement, FMLA, ADA, jury duty, military leave, Parental and Adoption Leave), Paid Time Off (Washington roles only).</li>
<li>Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior-level colleagues who meet eligibility requirements.</li>
</ul>
If the position allows for flexible working:

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a &rdquo;hybrid&rdquo; style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and &ldquo;hybrid&rdquo; is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

 EOE, including disability/vets 


Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.</div></div>

Associate R&W Broker

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