Senior Advanced Analyst Jobs

The CPWM - NIC Resource Officer is considered a subject matter expert on investment and banking procedures and processes. The Resource Officer will work on a team comprised of Wealth Solutions Advisors with a focus on delivering advice and service to Citi investment and banking clients. The Resource Officer provides first level support and escalation to licensed associates, internal partners and clients. They handle escalated customer inquiries and ensure client requests/problem resolution is handled promptly and seamlessly. The Resource Officer works closely with business partners to review front line metrics (e.g. questions raised, frequency of escalated items, etc...) and use that data to develop individual and team based coaching opportunities. Responsibilities: Addresses procedural / process related questions and concerns from associates and assists with problem resolution. Resolves escalations from clients, Wealth Teams, senior leadership or executive levels. Provides point of call resolution, a research/escalation resource and partners with process specialists to research and resolve client requests. Supports an expansive and/or diverse array of products/services (e.g. Investment, banking, mortgage). Liaises with strategic partners, managers and department to resolve client requests promptly and achieve excellent internal and external customer service. Documents, tracks and monitors items escalated to them to ensure a timely resolution. Tracks all items using internal tracking system. Responsible for keeping detailed records of open client issues and monitoring them accordingly. Works with business partners in identifying performance issues, drafting and executing team and individual based training. Collaborates with training partners to align coaching efforts with training strategy, focusing on knowledge and

The Investment Banking Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Work with senior Corporate & Investment Bank (CIB) officers and professionals and participate in particular client transactions, projects or assignments as the junior member of the Investment Banking team Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals Conduct economic/financial research Evaluate company’s financial performance compared to overall industry and market trends Build complex financial models for valuation purposes 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. Qualifications: 0-2 years of relevant experience Bachelor's degree in Finance or closely related areas of Business Administration Series 7, 79 and 63 licenses within 150 days Consistently demonstrates clear and concise written and

What if the work you did every day could impact the lives of people you know? Or all of humanity? At Illumina, we are expanding access to genomic technology to realize health equity for billions of people around the world. Our efforts enable life-changing discoveries that are transforming human health through the early detection and diagnosis of diseases and new treatment options for patients. Working at Illumina means being part of something bigger than yourself. Every person, in every role, has the opportunity to make a difference. Surrounded by extraordinary people, inspiring leaders, and world changing projects, you will do more and become more than you ever thought possible. Description: The Global Protective Security Operations Specialist will report to the Senior Director, Global Security in close coordination with t he Regional Security Managers, and relevant business stakeholders . This role requires a highly adaptable security professional capable of seamlessly shifting between proactive global travel risk mitigation , high visibility corporate event and executive protection security, and performing discreet internal investigations. This role is cross-functional and requires a well-organized and detail-oriented individual with a “low-profile, high-impact” mindset. This role will be based in San Diego California at the Illumina Headquarters. The Global Protective Security Operations Specialist will have significant knowledge and operational experience in High-Risk Travel Security. They will monitor worldwide events through use of open source and tactical intelligence platforms and perform continuous geopolitical risk assessments and threat monitoring to assess the real and potential impacts upon Illumina personnel, operations, physical asse

The Credit Portfolio Analyst II is an intermediate-level position responsible for conducting credit reviews, credit approval and monitoring the portfolio to identify credit migration in coordination with the Risk Management team. The overall objective of this role is to manage Citi's portfolio exposure to clients and counterparties globally. Job Responsibilities: Conduct risk assessments and client credit analyses with supervision. Review financial results and peer analyses to support the preparation of financial projections. Assist in the preparation of green-light and transaction approval memos. Support due diligence activities and the building of cash flow models and sensitivity analyses. Escalate credit concerns and updates to senior risk and business managers. Support the proposal of risk mitigation actions by staying informed of related developments in the portfolio and industry, and by understanding the credit process, policies, and Citi's risk appetite. Assist with portfolio review preparation and the conduct of stress tests. Build working relationships with various teams across the bank, including deal, coverage, and product teams. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets. Support compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency. Provide input into the risk analysis of tools used to monitor Credit Risk Exposure Assist in the assessment of collateral risk and stress testing. Assist in the preparation of risk review materials for proactive risk management and to present to internal stakeholders. Assist in monitoring credit portfolio limits to ensur

Job Requisition ID # 26WD101614 Position Overview Autodesk Finance is seeking a Manager, Finance Business Partner to support our Corporate Divisions. This role reports to the Senior Director of FP&A-G&A and partners directly with senior leaders in Finance to shape budgets, forecasts, and plans. The right candidate is highly analytical and strategic, with a strong command of forecasting, accounting, and strategic planning, and moves comfortably between high-level strategy and day-to-day financial detail. They present with clarity and confidence, and influence through insight and credibility, not just data. They bring a passion for excellence in execution and for continuously improving how we work. Responsibilities Deliver forecasts and analyses, and take proactive steps to achieve financial targets and hold quarterly variance to no more than 1% Act as a trusted business partner to senior leaders, translating financial results into clear insights and recommendations that influence decisions Prepare critical financial analyses and executive-level presentations that explain the context, the "why" behind our financial results Ensure compliance with financial and accounting policies and programs Provide oversight of the analysts who run the headcount and variable spend forecasting process supporting Finance, reviewing their work and guiding them on analytical rigor, accuracy, and communication Drive process improvements, automation, reports, and dashboards across FP&A-G&A, with a focus on operational excellence and consist

Work Flexibility: Remote What you will do - As Sourcing Manager, Strategic Sourcing, you’ll play a pivotal role in driving innovation, efficiency, and value across our global supply base. This is a high-impact position with direct visibility to senior leadership and cross-functional teams. You will lead strategic sourcing and category management initiatives across a defined portfolio of direct materials, driving excellence in service, quality, cost, and supplier performance. You will own a portfolio of primarily sustaining business, ensuring seamless supplier integration and long-term performance. Strategic Sourcing & Category Management: Develop and execute sourcing, category, and commodity strategies across key direct-material categories, including electronics and printed circuit board assemblies (PCBAs), as well as metals and plastics. Align sourcing strategies with global category goals while optimizing supplier performance across service, quality, cost, and supply. Supplier Relationship & Commercial Management: Set strategic direction for key supplier partnerships. Lead supplier negotiations and commercial strategy and serve as the escalation point for supplier issues, including quality concerns, dispute resolution, and commercial implications of product field actions. Supplier Development & Performance: Drive continuous improvement in supplier capabilities and performance to meet both short-term and long-term business needs. Cross-Functional Leadership: Build strong partnerships with Engineering and other cross-functional stakeholders to align sourcing, product, supplier, and business strategies. Lead global sourcing projects and strategic initiatives beyond the sourcing function, including program management efforts. The Engineering partnership is particularly important for this position based on the intake

About the Role We are a small, fast-moving partnerships team that shapes and executes OpenAI’s most important collaborations. Your mission is to build the product, operating systems, and capabilities that will power OpenAI’s B2B marketplace. You will define the marketplace product strategy and translate it into a clear roadmap, scalable tooling, and an operating model through which customers can discover, evaluate, purchase, deploy, and manage trusted third-party solutions built on and with OpenAI’s models. You are a senior marketplace builder with strong product judgment, operational rigor, and a track record of developing B2B platforms at scale. You are comfortable moving between product strategy, marketplace operations, commercial models, data, and systems design. You can turn ambiguous customer and partner needs into clear priorities and build the infrastructure required to support a trusted, high-quality marketplace. Key Responsibilities: Define the vision, strategy, roadmap, and success metrics for OpenAI’s B2B marketplace. Translate customer, partner, and business needs into clear product requirements and priorities in close partnership with product and engineering. Design the end-to-end marketplace experience and operating architecture, including partner onboarding, catalog management, discovery, evaluation, procurement, private offers, billing, deployment, identity, governance, and lifecycle management. Build the internal and external tools required to operate the marketplace efficiently, including workflows for solution intake, review, approval, publishing, monitoring, reporting, and issue resolution. Establish the data foundation and measurement systems needed to understand marketplace adoption, conversion, solution quality, customer trust, and overall marketplace health. Design scalable commercial models, policies, incentives, and partner economics with finance, legal, security, policy, and operations. Establish standards and operating processes for solu

Altana is the network for trusted trade. Our AI-powered product network empowers governments and businesses to build a more resilient and secure global economy while keeping trade flowing. The Opportunity at Altana Altana is looking for a Principal Platform Engineer to be the technical authority for the platform our products run on. This is a senior individual contributor role, reporting to the Senior Director of Platform Engineering, for someone who steers architecture across organizational boundaries rather than inside one team's backlog. We operate a broad estate. Multi-cloud infrastructure across AWS and Azure, a multi-tenant commercial platform, accredited environments including FedRAMP and IRAP, and dedicated sovereign deployments for national customers. The architecture that holds those together determines how fast every product team can ship, how quickly a new customer comes online, and what our infrastructure costs. You will set the direction for it, and you will have real white space to go after the problems you judge to be the most consequential. You will be a permanent member of the Platform Engineering leadership team alongside our engineering managers, and you will be the person other engineers across the company come to when a technical question spans more teams than any one of them owns. Your Responsibilities Drive technical decisions and systems architecture across multiple organizations , not only within Platform Engineering, and contribute to company-wide design through existing forums while proposing new ones where they are missing Own the platform reference architecture across AWS and Azure and across our commercial, regulated, and sovereign environments, and define the patterns that engineering teams build against Translate company strategy into area-level technical strategy , keep it aligned with customer and product outcomes, and communicate the options and tradeoffs upward so leadership can choose with a clear view of the consequences Lead t

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. We are seeking a Director, People Business Partner to serve as the core strategic People partner and Workforce Architect for the Senior Vice President & General Manager of AMER Sales and their executive leadership team. This role moves beyond traditional HR delivery to focus on high-impact executive consulting, organizational design, and strategic human capital planning for our primary revenue-generating engine in the Americas. Operating within our Pod Model where we partner closely with Center of Excellences (COEs) and People Operations partners who support front line managers—you will act as a trusted advisor, executive coach, and transformation catalyst to senior sales leadership. Key Responsibilities Workforce Architecture & Organizational Design Strategic Workforce Planning: Act as the primary workforce architect for AMER Sales. Partner closely with senior sales stakeholders, Revenue Strategy & Operations, and Finance to build, model, and execute a dynamic, multi-quarter workforce plan aligned with regional ARR targets, quota coverage, and product roadmaps. Organizational Design & Scale: Orchestrate structural evolution across sales pods, territory models, and go-to-market teams. Optimize spans of control, layers, and role definitions to maximize sales velocity and operational efficiency. Future-Proofing & AI Integration: Lead GTM workforce transformation initiatives by consulting on role evolution, skill density, and integrating AI

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. We are seeking a Director, People Business Partner to serve as the core strategic People partner and Workforce Architect for the Senior Vice President & General Manager of AMER Sales and their executive leadership team. This role moves beyond traditional HR delivery to focus on high-impact executive consulting, organizational design, and strategic human capital planning for our primary revenue-generating engine in the Americas. Operating within our Pod Model where we partner closely with Center of Excellences (COEs) and People Operations partners who support front line managers—you will act as a trusted advisor, executive coach, and transformation catalyst to senior sales leadership. Key Responsibilities Workforce Architecture & Organizational Design Strategic Workforce Planning: Act as the primary workforce architect for AMER Sales. Partner closely with senior sales stakeholders, Revenue Strategy & Operations, and Finance to build, model, and execute a dynamic, multi-quarter workforce plan aligned with regional ARR targets, quota coverage, and product roadmaps. Organizational Design & Scale: Orchestrate structural evolution across sales pods, territory models, and go-to-market teams. Optimize spans of control, layers, and role definitions to maximize sales velocity and operational efficiency. Future-Proofing & AI Integration: Lead GTM workforce transformation initiatives by consulting on role evolution, skill density, and integrating AI

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’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’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’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 an experienced, proactive, and detail-oriented Paralegal to join our Legal Department in supporting SoFi’s Service of Process unit. Reporting to the Senior Paralegal, Service of Process Manager, this role oversees daily intake management and handles subpoena compliance as well as threatened or filed matters. The ideal candidate brings a proven track record of supporting law firm and in-house litigation, possess strong knowledge of legal service of process, criminal and civil subpoenas, and arbitration workflows, and excels at collaborating with attorneys and cross-functional stakeholders on complex legal issues. What you’ll do: Experienced and highly organized paralegal to support SoFi’s Litigation and Arbitration group. Oversee daily intake, tracking, and administration of all services of process, including threatened or filed legal matters. Handle subpoena compliance and legal correspondence, ensuring timely responses to complaints and subpoenas. Maintain accurate service of process data and task management records within SoFi’s systems. Proven hands-on experience with end-to-end matter management in law firm and in-house settings. Strong background in managing legal invoices, tracking, and maintaining vendor relationships. Ability to oversee daily process management and streamlin

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the Team We build enterprise software that helps organizations optimize sales performance and improve go-to-market agility. Our engineering organization includes multiple product application teams responsible for delivering core customer-facing capabilities. We are seeking Staff Software Engineers to join our TQM team. You’ll work alongside other staff, senior, and early-career engineers to design, build, and scale backend and frontend systems that power enterprise-grade product workflows. This is an opportunity to work on complex product and data problems while contributing meaningfully to technical decisions, system quality, and team delivery. We are low on meetings and high on accountability. Most of the team is in the EST time zone, with a few located in AST, PST, and Central as well. What you’ll be doing The TQM team builds the planning layer of Forma.ai ’s platform. TQM stands for Territory and Quota Management. Sales operations teams use it to plan the deployment of large scale sales organizations: divide their target market among sellers, set and communicate targets, and manage changes during the year. Commissions, crediting, and reporting all depend on our data. We build with AI tools every day, so writing code is rarely what slows us down. What matters more is how often a person makes the right call. For the staff role at Forma, that means strong product judgement as well strong technical judgement. You will decide what problem to solve, which customer request s

Overview: Guidepoint’s Business Development teams are passionate about expanding our reach with both new and existing clients. We support all Guidepoint’s service offerings, helping to build relationships and communicate how Guidepoint helps clients stay informed and make better business decisions. Our teams are motivated to provide custom offerings designed to help every potential client make the most of their partnership with Guidepoint. The Business Development team is looking for an entry-level Business Development Associate to further develop our business with major financial institutions, asset managers, PE firms or Hedge Funds within the region . The Associate will be responsible for assisting in building a pipeline of prospects across a variety of industries. This is an exciting opportunity for a self-starter who wants to learn more about the institutional investment industry and make a significant contribution to our business model. What You’ll Do: Conduct outbound prospecting to qualify new business leads and help source new business opportunities Partner with senior sales team members schedule meetings with new prospects, set up meetings with existing strategic accounts to identify growth and cross selling opportunities, and manage client feedback calls. Meet designated prospecting and meeting targets through cold calling and other lead generation efforts. Assist in the development of marketing materials and client presentations. Develop a working knowledge of the primary research methods, the competitor landscape, and the institutional investment industry investment process and investment strategies. What You Have: Bachelor's in finance or related degree from a four-year university. Broad base knowledge of the sales process from lead generation to relationship management. Excellent communicator capable of handling high-profile clients (Hedge Funds, Mutual Funds, and Private Equity Firms. Demonstrated ability to work in a team atmosphere. Desire to work i

About the Team The OpenAI Risk & Audit team is building an enterprise risk capability for a company operating at the frontier of AI. We help leaders identify, understand, and manage the risks that matter most while enabling responsible innovation and durable growth. We are developing a modern enterprise risk management (ERM) program and the technology foundation that powers it. Our work connects risk strategy, governance, compliance, and assurance with high-quality data, automated workflows, continuous monitoring, and AI-enabled analysis. We partner across Finance, Security, Legal, Engineering, Product, People, Operations, and Internal Audit, and provide clear reporting to senior leadership and the Board. We aim to make risk ownership practical, decision-useful, and embedded in how OpenAI builds and scales. About the Role As the Head of Enterprise Risk Management, you will help build and lead an integrated ERM program and the ERM platform that supports it. You will establish common risk language, governance, and decision processes while translating them into scalable systems, data products, and workflows. You will own enterprise risk assessments, maintain a centralized risk register, develop risk appetite and key risk indicators, and help leaders evaluate significant changes such as new products, markets, partnerships, major systems, and strategic investments. This is a hands-on leadership role at the intersection of risk, operations, and technology. You will work with technical and business teams to connect source systems, improve data quality, automate evidence and control monitoring, and use AI to surface emerging risks and accelerate analysis. You will also help create a strong risk culture, coordinate assurance across the three lines, and communicate complex issues with clarity and sound judgment. This is an opportunity to build a next-generation capability from the ground up. This role is based in San Francisco, CA. We use a hybrid work model of 3 days in

Position Overview: As a Delivery Analyst you are intense about technology and exceed all expectations with your clients, from deadlines to deliverables. This position is responsible for executing and delivering operations risk management solutions. This role is expected to be an expert in the Diligent Operational Risk Management solutions and collaborate with internal teams to get the job done. Key Responsibilities Utilize your product and domain expertise to deliver the customer requests and create a delightful customer experience. Responsible for the timely and quality delivery of the services requested by customers. Collaborate with Customer Success Managers, Senior Managers and Managers to ensure any new service requests are handled appropriately or routed the request to the correct teams. Document and maintain the standard operating procedures for performing the customer specific request. Consult with the global implementation teams and customer success teams to provide technical guidance to the customer to leverage more value from the product. Required Experience/Skills 2-5 years of experience in an internal or external client-facing or consulting role Ability to effectively engage customer personnel in solution discussions to resolve issues regarding compliance, vendor management, information security and/or risk management requirements and goals. Strong passion for Compliance, Vendor management, Information security and/or Risk management field. Ability to work as part of a team to deliver in tight timeframes and respond quickly in an ever-changing environment Experience in Microsoft Office especially using Microsoft Excel Undergraduate degree in a relevant area (e.g. Business Administration, Compliance Management, Legal & Ethics, Supply Chain Management, Engineering, Information Security or MIS) is a plus. Preferred Experience/Skills Amazing communication skills Demonstrate effective time management and ability to multi-task in a fast-