- 3+ years of Business analysis experience for a top-tier consulting firm, global investment bank or Fortune 500 company.
- Ability to master complex tasks with minimal supervision and communicate ideas effectively and solve problems creatively.
- Strong analytical and problem-solving skills, with ability to conduct root cause analysis on system, process or production problems and ability to provide viable solutions.
- Strong teamwork skills, with ability to work effectively with project teams to ensure project objectives are achieved and ability to work with technology groups to ensure project issues are resolved.
- Investment Banking/Capital markets experience working on strategic projects.
- Ability to analyze business process and make recommendations for improvements.
- Ability to conduct a gap analysis and provide current state vs future state analysis.
- Bachelor's degree in Finance, Business, Mathematics, Statistics, Engineering, or Computer Science or related field.
- Solid data skills: ability to work and analyze large data sets.
- Proficient in the following data skills: SQL (Can support user queries and generate ad-hoc reports).
- Intermediate/Advanced knowledge of MS Office (Excel, PowerPoint, Access, etc.).
- Experience with Capital Markets traded products (Equities, Fixed Income, Derivatives, Treasuries, etc.).
- Knowledge of Capital Markets product trade lifecycle including Front-Office, Middle-Office, and Back-Office processing steps.
- Background in Federal Reserve 2052a daily liquidity reporting would be a nice to have.
- Knowledge of Agile to participate in sprint schedules through all phases of the Software Development Life Cycle (SDLC).
- Working knowledge of Alteryx, PowerBi, and Tableau is preferred.
-
Financial Services
1 week ago
EY Charlotte, United StatesEY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the b ...
-
Financial Services Attorney
5 days ago
JBA International Charlotte, United States016 - Financial Services Associate - General · A large southeastern law firm with a national practice, is seeking an experienced transactional lawyer for its Financial Services practice.We have become one of the country's foremost Financial Services groups by providing leading n ...
-
Financial Services Consultant
3 weeks ago
Calculated Hire Charlotte, United StatesFinancial Services Consultant · Hybrid – Charlotte, NC · 9-month Contract (W2), Weekly Pay (40 hours/week) · Desired Start Date: 5/10/2024 · Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. · Calculated ...
-
RSM Charlotte, United States Full timeWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
-
Director - Audit Services - Financial
6 days ago
Atrium Health Charlotte, United States Full timeOverview · Job Summary · Responsible for overseeing Internal Audit Support Services, Financial, and Financial Reporting assurance services that support the consolidated financial statement audit of Advocate Health, Inc., including accounting, payroll, human resources, charitabl ...
-
Director - Audit Services - Financial
1 week ago
Atrium Health Charlotte, United StatesOverviewJob SummaryResponsible for overseeing Internal Audit Support Services, Financial, and Financial Reporting assurance services that support the consolidated financial statement audit of Advocate Health, Inc., including accounting, payroll, human resources, charitable founda ...
-
Executive Director, Financial Services
1 week ago
Charlotte-Mecklenburg Schools Charlotte, United StatesNon Instructional/Support Services - Position - Other · Job Number · Start Date · Open Date 01/17/2024 · Closing Date · General Definition of Work · The executive director of financial services, under minimal supervision, performs senior-level work with extensive decision-m ...
-
Recruiter - Experis Financial Services
1 week ago
Manpower Group Inc. Charlotte, United StatesIgnite the potential and fast-track the career of the candidates you serve, while doing the same for yourself · Build your career with Experis, a ManpowerGroup company. Through regular, honest and meaningful career conversations, and other tools designed to guide self-discovery, ...
-
Financial Services Sales Manager
6 days ago
The Ladders Charlotte, United States· Looking for a talented and adaptable professional ready for an exciting opportunity? We invite you to be part of our team as a Direct Hire Manager based in Charlotte, NC. The package includes a competitive salary, health benefits, retirement plans, and 401(k) options. · As a ...
-
NTT DATA Charlotte, United StatesJob Description · Req ID: · NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. · We are currently seeking a Financial Serv ...
-
New York Life Charlotte General Office Charlotte, United StatesJob Description · Job DescriptionSeeking individuals committed to positively impacting the financial well-being of individuals, families, and small businesses · This role goes beyond sales; it is a purposeful career offering reassurance and guidance on financial matters like ret ...
-
Entry-Level Financial Services Representative
3 weeks ago
New York Life Charlotte General Office Charlotte, United StatesJob Description · Job DescriptionIndividuals who are dedicated to positively influencing people's financial well-being, including individuals, families, and small businesses, are what we are seeking. This role offers more than just a sales position; it is a career filled with pur ...
-
Financial Services Consultant
2 weeks ago
Calculated Hire Charlotte, United StatesFinancial Services ConsultantHybrid – Charlotte, NC9-month Contract (W2), Weekly Pay (40 hours/week)Desired Start Date: 5/10/2024 · Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. · Calculated Hire is in ...
-
Audit Manager-Financial Services-Contract
6 days ago
Sia Partners Charlotte, United StatesCompany Description · Sia Partners is a next-generation consulting firm focused on delivering superior value and tangible results to its clients as they navigate the digital revolution. Our global footprint and expertise in more than 40 sectors and services allow us to enhance o ...
-
Financial Services Tax
2 weeks ago
PricewaterhouseCoopers Charlotte, United StatesA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Youll advise clients on their l Real Estate, Director, Estate, ...
-
Audit Manager-Financial Services-Contract
1 week ago
Sia Partners Charlotte, United StatesJob Description · Job DescriptionCompany Description · Sia Partners is a next-generation consulting firm focused on delivering superior value and tangible results to its clients as they navigate the digital revolution. Our global footprint and expertise in more than 40 sectors an ...
-
Financial Services Associate
3 weeks ago
JBA International Charlotte, United StatesA large southeastern law firm with a national practice, is seeking an experienced project finance lawyer for its Financial Services practice. Preferred candidates would have at least 3 years of experience representing lenders or tax equity investors in renewable energy project fi ...
-
HDR Charlotte, United StatesAbout Us · At HDR, we specialize in engineering, architecture, environmental and construction services. While we are most well-known for adding beauty and structure to communities through high-performance buildings and smart infrastructure, we provide much more than that. We cre ...
-
Accounting Manager
3 weeks ago
Ameriprise Financial Services, Inc. Charlotte, United StatesAmeriprise Financial has an exciting opportunity for an Accounting Manager This individual will lead the process for billing investment management fees. They will also be responsible for all related accounting, reporting and control activities. · Key Responsibilities · Lead the ...
-
Manager - Financial Services
1 month ago
Atrium Health Charlotte, United States Full timeOverview · Job Summary · Verifies the completeness and accuracy of the departmental segment of financial statements, annual budgets and operating reports prepared for members of the leadership team. Ensures the efficient operation of the department, including supervision of team ...
Data Business Analyst, Financial Services - Charlotte, United States - BIPello
Description
Bip.Monticello Consulting is looking for a talented individual who wants to develop their skills and build a world-class consulting tool kit At Bip.Monticello, we offer an alternative path to a highly successful career in management consulting within the financial services industry. We seek full-time consultants who are business savvy and interested in joining an exceptional team of forward thinkers focused on delivering value for our financial services clients.
Bip.Monticello's Financial Services practice area has helped our clients embrace uncertainty and drive innovation in capital markets and commercial banking for more than 18 years. To assist our clients with the next wave of change initiatives, we are seeking management consultants who have experience working on Capital Markets (or similar) projects at leading financial institutions. Our team of consultants will assess the current state, identify, and remediate issues, and advise on strategic changes to improve the business.
Required Skills and Experience:
Desired Skills and Experience:
**The base salary range for this role is $90,000-$130,000**
Take the Next Step – Join Us Today
We are looking for leaders that will effectively drive the future success of both our firm and our clients as we continue up the steep trajectory of Bip.Monticello's growth story. The firm has been growing over 25% per annum and with new practice areas and service offerings being rolled out over the next three years, we expect the growth and career opportunities for our consultants to be equally exciting. Bip.Monticello provides a competitive salary, health and dental & vision insurance, a 401K plan with match, along with paid time off benefits.
For more information about life at Bip.Monticello, visit
It is Bip.Monticello Consulting policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds.
BIP.Monticello provides a reasonable range of compensation for our roles. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, level of experience, and knowledge.
Data Business Analyst, Financial Services professionals in Charlotte
-
Mathew Heinecke
Motivated Engineering Team Growth Leader