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Fintech
Executes risk-based compliance testing for lending activities across mortgage, consumer, commercial, and business banking. Responsibilities include assessing controls, planning and performing substantive testing, documenting test scripts, evaluating exceptions, reviewing findings, maintaining regulatory knowledge, and communicating results to management. The role also supports risk assessments, special projects, audit remediation, and junior team members while exercising independent judgment under minimal supervision.
Fintech
Performs commercial credit underwriting, financial analysis, risk rating, portfolio monitoring, covenant assessment, financial modeling, and credit recommendations. Reviews financial statements, tax returns, collateral, industry data, and credit reports; identifies emerging risks and policy issues; supports relationship managers; presents analyses to credit committees; and ensures compliance with regulatory and internal controls.
Top Skills:
BloombergCapital IqFactsetMS Office
Fintech
Serves as the office’s first point of contact by managing reception, visitor access, meeting room schedules, room readiness, hospitality, deliveries, supplies, onboarding logistics, and office events. Supports executives, clients, vendors, and employees while maintaining a professional workplace environment and compliance with visitor and building security procedures.
Top Skills:
Audiovisual EquipmentExcelMicrosoft OutlookMicrosoft TeamsMicrosoft WordRoom Reservation SystemsVideo Conferencing Systems
Fintech
Supports digital product development for M&A deal administration by eliciting requirements, documenting workflows and user journeys, defining success metrics, managing user stories and acceptance criteria, supporting UAT and issue triage, and tracking feature traceability. Partners with product, technology, operations, risk, and compliance stakeholders to deliver client-focused solutions that balance usability, business value, operational efficiency, and controls.
Top Skills:
AgileConfluenceJIRALucidchartMicrosoft Visio
Fintech
Own and continuously improve an employee knowledge management product for a regulated financial-services organization. Responsibilities include backlog ownership, requirements, workflow and low-code platform configuration, SharePoint administration, content governance, taxonomy, search, reporting, testing, release readiness, stakeholder alignment, and ongoing technical operations. The role also supports content development, responsible AI adoption, audit controls, and lifecycle management across enterprise knowledge assets.
Top Skills:
Ai-Assisted ToolsAppianClaude CodeCodexEnterprise ReportingManaged MetadataMicrosoft 365Microsoft CopilotMicrosoft SearchPower PlatformSharepoint OnlineTerm Store
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Fintech
Conducts generative and evaluative UX research for customer- and employee-facing financial products. Uses surveys, interviews, ethnography, concept testing, usability testing, heuristic evaluations, and mixed-method analysis to identify user needs and inform product strategy. Partners with product, design, engineering, marketing, analytics, and business teams; communicates actionable insights; guides research prioritization; mentors researchers; and supports inclusive, accessible experiences while following banking risk and regulatory standards.
Top Skills:
FigmaJIRAMiroUsertesting
Fintech
Supports strategic sourcing and procurement of technology products and services, including RFPs, supplier evaluation, contract negotiation, licensing optimization, vendor risk management, renewals, and spend analysis. Partners with Technology, Legal, Finance, Risk, and business stakeholders to secure favorable terms, control costs, maintain compliance, and manage supplier performance.
Top Skills:
Cloud Consumption PricingCloud ServicesContract Lifecycle Management SoftwareDatabase SoftwareEnterprise SoftwareEsignature SoftwareHardwareMainframe SystemsPresentation SoftwareProcurement PlatformsSaaSSpend Analytics ToolsSpreadsheet SoftwareTelecommunications Systems
Fintech
Leads strategic sourcing initiatives, including supplier research, RFP/RFQ/RFI development, proposal evaluation, competitive bidding, contract negotiations, and third-party risk management. Partners with cross-functional teams, executives, Legal, and risk teams to select suppliers and achieve savings. Analyzes procurement trends, recommends cost-reduction opportunities, prepares sourcing documentation, and ensures compliance with regulatory, audit, and internal control requirements.
Top Skills:
Contract Lifecycle Management SoftwareDatabase SoftwareEsignature SoftwareMainframe SystemsPresentation SoftwareProcurement SoftwareSpreadsheet Software
Fintech
Underwrite and monitor commercial credit transactions within the Asset Based Lending group. Responsibilities include financial statement analysis, risk rating, cash flow and collateral modeling, covenant monitoring, portfolio surveillance, loan structuring, credit policy compliance, and identifying emerging risks. Partners with relationship managers throughout the credit lifecycle, presents analyses to credit committees, supports transaction execution, manages client interactions, and helps train junior analysts.
Top Skills:
BloombergCapital IqFactsetMS Office
Fintech
Serve as a trusted advisor to a portfolio of mass-affluent clients by delivering advice-based investment and insurance solutions, conducting portfolio reviews, generating referrals and new business, partnering with internal teams for seamless client service, growing assets under management, and maintaining regulatory compliance and risk standards.
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