Cib Analyst Resume Samples
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Cib Analyst Resume Samples
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DW
D Willms
Daija
Willms
7595 McKenzie Ville
San Francisco
CA
+1 (555) 663 3680
7595 McKenzie Ville
San Francisco
CA
Phone
p
+1 (555) 663 3680
Experience
Experience
Houston, TX
Cib-project Analyst
Houston, TX
Little-Cartwright
Houston, TX
Cib-project Analyst
- Provide regular updates on data analysis to core team and senior management
- Participate in Strategic Operating Model work stream within the larger program of work
- Establish a local training program for the 50+ users in Bournemouth as well as assist in a virtual training program for 100+ users in Mumbai
- Provide primary contact cover for the department. Investigate and follow reported items through until resolution
- Coordinates the tracking and resolution of defects using the defect management process
- Build strong working relationships with technology, product and operations to succeed in delivery
- Performs quality reviews on all testing documentation
Chicago, IL
Cib-analyst to Cover Argentina
Chicago, IL
Crona, Swift and Sanford
Chicago, IL
Cib-analyst to Cover Argentina
- Assist Corporate Bankers in managing existing client relationship and developing new client base
- Preparation of management reports along with local business manager
- Assisting bankers with account planning and maintaining deal pipeline
- Assisting in preparation of pitch books and other marketing materials to help generate new revenue for different products (loans, bonds, etc)
- Working with GCB Middle Office and internal teams in deal execution (including documentation and reporting)
- Initial analysis of companies financials for bankers, including projections
- Collaborate with the credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests
present
San Francisco, CA
Cib-ops Risk / Cntrl Analyst
San Francisco, CA
O'Reilly-Ferry
present
San Francisco, CA
Cib-ops Risk / Cntrl Analyst
present
- Performance Management for direct reports
- Perform all work in accordance to department procedures and are within quality standards
- Working with seniors to achieve organization agenda
- Work in partnership with Local OCM team for QA Tests, MIS, Audit etc
- Team management and ensuring the morale of the team is high
- Review and improve on productivity benchmarks on ongoing basis
- Partnering with supervisor and ensuring complete control of business
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
University of Virginia
Bachelor’s Degree in Finance
Skills
Skills
- Strong analytic skills and ability to concisely convey detailed data
- Strong written and oral communication skills and ability to convey ideas
- Ability to work under pressure and adhere to stipulated deadlines
- Ability to work independently and effectively in a team environment
- Attention to detail and concern for accuracy
- Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
- Creativity and intellectual curiosity
- One to two years relevant experience with a major bank or financial boutique
1 Cib Analyst resume templates
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1
Cib-pim-iseries L / Operate Analyst Resume Examples & Samples
- Ability to define, adhere to and contribute to process improvement and problem resolution processes
- Time management skills and the ability to schedule your workload
- Experience of large financial and banking systems
- Proven AS400/iSeries experience in a development and/or production support environment (with current knowledge of OS400, CL, RPG, ILE, MQ Series, SQL)
- Knowledge of GMI, ACBS, ROBOT, Turnover and ALDON vendor packages desirable
2
CIB Cross Asset Index Strategies Analyst Resume Examples & Samples
- Strong quantitative background (analytical / problem solving)
- C++ / Java / Matlab / Python coding background a must. Capable of working with large sets of data
- Excellent communication and marketing skills
- Passion for investment research with a systematic and fundamental mindset
3
Cib-analyst Resume Examples & Samples
- Assist bankers in the origination and execution of corporate banking transactions as well as in managing relationships with corporate clients and financial institutions in Peru, Central America & the Caribbean
- Conduct comprehensive client analysis to identify business needs that can be met with JPMorgan's array of corporate banking products (Debt Capital Markets, Markets, Commodities, Treasury Services, Asset Management, Investment Banking)
- Develop strategic dialogue with clients at the Treasurer and Assistant CFO levels and work in coordination with our product partners to provide adequate financial solutions
- Monitor client performance (financials, management, relevant news) and escalate any potential credit, operational, legal, compliance or environmental consideration to the team
- Develop account plans and manage a pipeline database including key business opportunities going forward
- Comply with internal reporting and administrative duties (KYC, AML, ISDAs, revenue tracking, BSC materials)
- Collaborate with the credit team on the analysis, structuring, negotiation, and documentation of transactions involving the use of balance sheet
- Develop a thorough understanding of credit requirements and internal policies associated with credit products
- University/business school degree with outstanding academic credentials
- Strong credit and analytical skills
- Commercial mindset (ability to communicate with clients)
- Excellent MS Office skills, specifically Excel based modeling and PowerPoint
4
CIB Cmbs Originations Analyst Resume Examples & Samples
- Bachelor's degree or higher, ideally in a real estate-related or finance-related field of study such as Business Administration, Economics or Finance
- Clear, logical thinker with strong quantitative abilities
- Detail oriented, with a highly disciplined approach to process and quality control
- Effective communication skills to interact with colleagues and clients
5
Cib Analyst Resume Examples & Samples
- Undergraduate degree in finance, economics, quantitative finance or engineering
- One to two years relevant experience with a major bank or financial boutique
- Successful completion of a major bank Analyst training program is preferred
- Strong written and oral communication skills and ability to convey ideas
- Creativity and intellectual curiosity
- High degree of initiative and motivation
- Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
- Attention to detail and concern for accuracy
- Ability to work independently and effectively in a team environment
- Strong analytic skills and ability to concisely convey detailed data
- Ability to work under pressure and adhere to stipulated deadlines
- Ability to adapt to changing/evolving demands and requirements
- Proficiency with FactSet or CapitalIQ, Bloomberg, and Microsoft Office preferred
- Series 79 & 63 preferred
6
CIB Gicb-bpo-analyst Resume Examples & Samples
- Data mapping, sourcing and cleanup exercises that can’t be automated. (Excel skills required)
- QA and regression testing for new software products, following test scripts and tracking results. May include writing or enhancing the test scripts
- User onboarding request management (ID Administration)
- Good written and verbal communication required
- Good skill level of Microsoft Office applications (Excel, Word, PowerPoint)
7
CIB Bacc-credits Mo-analyst Resume Examples & Samples
- Degree in Accounting, Business Administration, Economics, Finance or related
- Control and process-improvement oriented
- Good understanding of financial products and operational processes
- Demonstrate critical thinking to challenge assumptions and understand details behind an issue
- Ability to identify process improvements that drive capacity, efficiency and control
- Excellent communication and interpersonal skills, ability to develop strong working relationships
- Strong desktop skills (Excel, Word, Powerpoint)
8
CIB Securitized Products Syndicate Analyst Resume Examples & Samples
- Assist in the marketing of JPM SPG deals
- Manage SPG P&L on a daily basis
- Maintain SPG databases and produce weekly updates
- Implement technological solutions to create workflow efficiencies
- Strong analytical and quantitative skills
- Highly organized, detail oriented, and proactive
- Ability to work in a high-pressured, fast paced environment
- Ability to multi-task and to manage a large volume of varied short-term and long-term projects
- Prior experience with securitized products is preferred
9
Cib Latam Banking P&a Analyst Based Resume Examples & Samples
- Active participation on the process to prepare our monthly Banking Country Decks covering the GCB section. These reports provide a Banking Financial Summary to all Country heads. It covers Franchise, product and client revenues; client metric analysis; financial trends on revenues and expenses for the Country as well as for the LOB
- Prepare/Update and publish on a monthly basis our GCB financial EMR aligned to Global standards. Executive highlighting key Client metrics and trends, including but not limited to number of active clients, clients with 3+ products, segment split, client concentration, coverage revenue by product, Inbound and Outbound revenue, Client ROE, etc
- Keep monthly track of GCB scorecards, including the update of client coverage list and financial revenue performance by banker
- Monthly control of Balance Sheet Committee approved deals in order to identify those that were disbursed, lost or are under execution/on hold
- Direct support to the regional GCB business manager on quarterly business/country reviews providing analysis and information when needed / required
- Support the P&A team in the planning/forecast season helping analyse/prepare the Financials for the coming periods
- Syndicate with other members of the team as well as with global peers in order to leverage / standardize any BAU report. Identify opportunities to create capacity
- Help / Support the team on Ad hoc analysis
- Have a strong analytical toolkit and be able to synthesize and articulate results
- Thoroughness and attention to detail and accuracy
- Cognos platform / Whose Sale Client Profitability system experience
- BS (or in progress) in Accounting / Finance or Business Administration from top universities
- Fluency in English and Portuguese communication; written and verbal. Spanish is a plus
- Enthusiastic, highly motivated and effective under tight timeframes and pressure
- Creative self-starter with strong initiative; ability to take ownership
10
Cib Transaction Processing Spec Operatios Analyst Mumbai Resume Examples & Samples
- Repair of electronic wire transfer instructions for global currencies
- Update changes to client information on the Global applications used by function
- Process Manual instructions received on fund / wire transfers for global currencies
- Review, research and dispose of Funds Transfer by crediting client accounts or returning funds to remitting bank
- Review and process accounting for compensation claims on behalf of clients
- Review and process accounting of “other bank” charges against client transactions
- Monitoring transaction activity and control settlement timeframes for fund transfers
- Graduate with Minimum 2 years – International Payment Processing Operations or Fresh
- Graduates with good academic record
- Experience and a working knowledge of various aspects of International Payment Processing Operations. 2 years of experience in a backoffice operations of a reputed foreign bank or it’s processing arm/private sector bank/public sector bank as a supervisor would be beneficial
- Working Knowledge of SWIFT & international payment conventions & practices is preferable
- Good Interpersonal skills to be able to communicate internally or externally and at all levels and should be a team player
- A proactive approach to problem solving, taking ownership of issues and having the determination to follow through. Escalate issues as appropriate
- Knowledge of MS Access, Excel, PowerPoint, and Word
11
Cib Quality Analyst Resume Examples & Samples
- Ensure comprehensive test coverage exists by understanding the test scope and approach
- Identify areas for improving efficiency, shortening of test cycles, and automation of test scripts and recommend solutions for improvement
- Assist Application Developers and technical support staff in identifying and resolving defects
- Performs root cause analysis to identify and recommend test scope and test approach improvements
- Ensures projects are completed on schedule, and that objectives conform to line of business' overall standards and operations objectives and user requirements
- Assist with leading the design, development and implementation of test strategies and tools
- Provides coaching to team members in support of their professional development
- Ability to work under pressure and multi-task
- Must demonstrate strong time management skills, ability to multi-task & handle multiple test assignments & prioritize one's own work
12
Cib Ops Cost Basis Analyst Resume Examples & Samples
- Work with technology to create efficient solutions to current processes
- Reconciliation of cost basis exception reports versus books and records
- Data entry of tax lot information into cost basis
13
Cib Cao P&a Analyst Resume Examples & Samples
- Provide support in producing monthly flash reporting in Qlikview and financial analysis
- Monthly process of SAPCO allocation data consolidation and valid mappings enabling to produce Allocations Reporting (in & out) at bottom level
- Active support in preparing monthly EMRs and review decks at CAO Level cutting across functions, regions and/ or business
- End-to-end ownership of running strategic deck like Location Strategy which involves deep analytics and control over the inputs received and provide detailed analysis
- Work with global finance/ business management partners for setting up cost centers for various processes and ongoing financial reference data maintenance, etc
- Provide support for management reviews and value added analytics
- Able to plan and prioritize various tasks in order to meet deadlines
14
Cib Cao Ops P&a Analyst Resume Examples & Samples
- Month end activities includes tracking, incorporating movements/ changes, data aggregation, validations, mappings and enabling tools ready for reporting
- Expense and headcount reporting against plan/ outlook, variance analysis, tracking movements across functions/ individual business
- Investigate direct and indirect expense allocations charged to various businesses on regular basis and handle ad-hoc queries
- Experience in Banking / financial services industry and working with global stake-holders
15
Cib Client on Boarding Analyst Malaysia Resume Examples & Samples
- Excellent technical, analytical and research skills
- Ideal candidate would be a quick learner, highly motivated and have a ‘can do’ attitude
- Strong working experience with Microsoft Word, Excel and PowerPoint
16
CIB KYC Policy Assessment Senior Analyst VP NY Resume Examples & Samples
- Evaluate new and updates to the AML/KYC policies/standards to identify nuances relating to the CIB client base and provide the associated interpretations/guidelines to allow efficient implementation in the CIB business functions and the KYC Operations Units
- Review significant issues with the current use of the policies/standards through various sources (e.g., quality metrics, senior business management feedback, etc.) and identify solutions that will increase the ability to comply with the requirements
- Support governance of the policy interpretations and related procedure updates for consistency
- Provide support for development and delivery of KYC related training material and CIB KYC bulletins
- Keep abreast of other JPM or industry related changes and incorporate knowledge into solutions and/or best practices
- Work with all related functions (e.g., Sales, Compliance, Business Support, KYC Operations, Quality Assurance, etc.) to ensure the appropriate information is obtained to perform associated evaluations
- Assist in identifying and validating related requirements for the new CDD platform
- Support the head of CIB AML/KYC Policy Assessment with related projects as needed
- Individual must be results driven, have attention to detail, and skilled at diplomatically breaking down barriers and obstacles
- Ability to successfully influence many different groups and individuals to deliver high quality and timely deliverables
- Maintains a sense of urgency and ability to prioritize/multi-task
- Strong sense of accountability and ownership over "Quality" and end-to-end best practices
- Excellent communication skills and problem solving abilities
- Ability to clearly articulate issues in writ1ing; strong written communication skills
- Ability to promote teamwork both within and across groups
- 5+ years experience in a financial institution
- 3-5 years of strong AML/KYC experience
17
Cib-fx Analyst Resume Examples & Samples
- Strong knowledge of Central Bank FX regulation
- Proven client management skills
- Excellent organizational skills and attention to detail, including the ability to manage multiple work-streams to tight deadlines and prioritize as required
- Ability to communicate articulately, both written and verbally, to all levels of staff and management, and influence and support decisions
18
Senior Analyst CIB Treasury Resume Examples & Samples
- Support the planning and forecast process for RWA, Off Balance Sheet Assets and Capital that help drive the semi-annual submission for the Fed/OCC stress tests (CCAR & DFAST respectively) Responsible for the production of all MIS reporting related to RWA and Capital
- Prepare executive monthly and quarterly review packs and analytics for Treasury senior management and Investor Relations
- Support and assist in quarterly Risk Appetite/CCAR/DFAST for CIB
- Perform quarterly competitor analytics covering RWA and Capital based on their disclosures, for CIB senior management and operating committee
- Assist technology projects related to P&A initiatives and perform Treasury related UAT testing
- Conduct ad-hoc analyses for Senior Management or Corporate P&A team
- MBA/CA with 2-4 years of relevant experience/ Bachelor’s degree or the equivalent in Accounting, Finance, Business Administration or related field with 3-5 years of experience in Reporting, Planning & Analysis
- Strong teamwork and communication skills
- Ability to work under pressure and to strict timelines
- Ability to handle multiple tasks simultaneously and efficiently
- Knowledge of Essbase and Cognos is a plus
19
Cib-latam P&a-analyst Resume Examples & Samples
- Excellent verbal, written and interpersonal communication skills Strong partnership and coordination skills
- Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
- Advanced Excel skills (PowerPoint a plus)
20
Cib Analyst Resume Examples & Samples
- Minimum: Bachelors in Finance, Accounting or Economics. Master of Science in Finance or MBA preferred
- Excellent communication skills; ability to coordinate with people across different departments including Product Specialists, Bankers and Senior Management
- Strong analytical and financial modeling skills. (Note that financial modeling capability will be tested as a part of the interview process.)
- Advanced computer skills, particularly in Excel and PowerPoint; Reuters and Bloomberg a plus
- Credit Training and some prior experience preferred
21
Cib-quality Analyst Resume Examples & Samples
- Responsible for working with different parties and participate in solution design and ensure testability of functions and applications
- Responsible for the planning and management of testing resources based on the requirement
- Deliver project and commitment on time in good quality and within budget
- Manages the testing of multiple projects of significant complexity
- Possess thorough technical and operational knowledge within the QA area of responsibility
- Create test cases and test scripts using detailed business requirements, functional documents, and processes
- Identify, recommend changes to established practices and policies
- Deliver against goals related to developing QA work plans, establishing technical objectives, resource allocation, assigning tasks, and overseeing resource and execution goals
- Maintain schedules and coordinate activities for Quality Assurance analysts
- Creates and presents status report to direct manager
- Experience in collaborating in an Onsite-Offshore model team
- With solid experience on both test automation and performance testing on different platforms
- Attention to detail and ability to analyze detailed business requirements, raise questions and seek resolution to outstanding clarifications required for test case identification
22
Cib-product Analyst Resume Examples & Samples
- Minimum of three years of liquidity/investments, core cash management or custody experience preferred. Experience interacting with clients a plus
- Ability to analyze complex information from a variety of sources
- Detail orientation combined with ability to think strategically
- Ability to generate ideas and identify opportunities for new business development
23
Analyst CIB Central P&A Resume Examples & Samples
- Good knowledge of Excel, Access, PowerPoint (Excel VBA / Macro programming preferred)
- Team player, eye for detail and presentation
- Appetite to constantly question the status quo and look for better solutions
24
CIB Bacc-futures & Options Analyst Resume Examples & Samples
- Run BAU activities for different Desks
- Broker fees reporting
- Trade Management process, breaks resolution, follow up and escalation of unresolved breaks. Investigate and provide solutions to various queries from settlements, confirmations, etc
- Middle Office Metric production and analysis
- Proactively identifying problems and proposing solutions
- Ensuring that the defined KPI's for the team are consistently met and providing root-cause analysis with robust action plans in case of errors
- Minimum of 18 - 24 months of work experience, preferably in financial industry
- Knowledge of FX, derivatives and Fixed income products/processes is preferred
25
CIB Risk-market Risk-market Risk Stress Analyst Resume Examples & Samples
- Monitor weekly FSI process and stress results, analyze historical trends, drivers of stress result changes, and review commentary
- Coordinate and perform ad-hoc scenario analysis, aggregate and analyze results
- Track stress methodology changes and assess impact on FSI scenarios
- Support various FSI projects by partnering with LOB Market Risk Coverage teams, technology, and reporting
- Assist in the aggregation, analysis, documentation, and presentations across all regulatory capital stress testing exercises including CCAR, ICAAP, and Risk Appetite
- Minimum Bachelor's degree; 1+ year work experience in the financial industry
- Strong Microsoft application suite user, importantly Excel and VBA
- Strong written and verbal communications skills. Must be able to communicate with a wide variety of functional groups
- Basic Knowledge of financial products
- Ability to work independently with high attention to detail
26
Cib-transaction Processing Spec-perations Analyst Resume Examples & Samples
- Processing of specific activities defined for each user in the Team
- Process Manual instructions for movement of funds received for global currencies
- Monitoring transaction activity and control processing timeframes for activities within the defined tasklist
- Escalate issues and challenges as and when they come across and on time
- Provide MIS for the team to be reviewed by Senior Management
- Graduate with Minimum 2 years - International Payment Processing Operations
- Experience and working knowledge of various aspects of International Payment Processing Operations. Good Interpersonal skills to be able to communicate internally or externally and at all levels
- Should be a team player
- A proactive approach to problem solving, taking ownership of issues and having the determination to follow through
- Experience in a back office operations of a reputed foreign bank or it's processing arm/private sector bank/public sector bank as a supervisor would be beneficial. Working Knowledge of SWIFT & international payment conventions & practices is preferable
27
Cib-ops Risk / Cntrl Analyst Resume Examples & Samples
- Accuracy in processing in line with SOPs with no errors
- Responds to routine queries/complaints
- Comply with the firm's policies & SOPs
- Navigates systems quickly and accurately
- Exhibit effective communication with key stakeholders
- Good oral and written communications skills
- Good time management skills
28
CIB Rotational Analyst Resume Examples & Samples
- Undergraduate or Graduate degree in Finance, Mathematics, Accounting, Business Administration, Physics, Economics, Actuarial Science or related field
- Graduation date range: May 2013 - August 2015 (not more than 2 years’ experience)
- High level of English and preferably high level of Spanish
- Minimum 3.3 GPA
- Geographical mobility (willingness to relocate in the US and internationally)
- Client-oriented and customer-focused
- Ability to adapt to different environments and situations
- Strong professional and personal ethics
- Motivation to start a career in Corporate & Investment Banking
- Authorization to work permanently in the US without restrictions
29
CIB Bacc-mo Analyst Resume Examples & Samples
- Produce credit bills and review with senior traders / marketers
- Investigate credit charges and produce recommendations for ways the business can adjust trading strategies to optimize overall firm credit costs
- Prior to execution assist the Sales force with understanding of credit levels
- Adhoc scenario based reporting, as requested by management
- Productivity tools development & project management
- Drive MO change management and technology to increase automation and controls
- Self starting team player
- Analytical and quantitative aptitude
- Change Management: Adaptability to learn new tasks and demonstrate a willingness to understand the detail of a process
- Understanding of the transaction flow: Ability to look at the overall process and explain it to others
- Time Management: Organization and prioritization of tasks, setting own deadlines and working to defined targets
- Technical skills: The daily tasks will involve using several applications as well as the standard desktop so must have an aptitude for this
- Derivatives & Securities knowledge of products is a plus
- Basic accounting knowledge is required
- Proficiency and prior process trading, calculating, reporting, and analyzing daily Profit&Loss statement experience is required
- Self-motivation and demonstration of initiative
- Excellent oral and written communication presentation skills
- Extremely detailed orientated
- Keen to question everything and understand the detail behind the numbers and/or process
- BA or BS degree is necessary
- Excel(Must), Word and PowerPoint
30
CIB Bacc-mo Analyst Resume Examples & Samples
- EOD pricing and Market data reconciliations
- Establishing and maintaining excellent relationships with the Business as well as the people in the Client support/Ops groups
- Taking active participation in process improvements and automations
- University degree: Finance, Accounting, Economics or Engineering
- Fluent in English and Spanish (oral and written). Portuguese desired
31
Cib-analyst Resume Examples & Samples
- Entrepreneurial drive with strong analytical and quantitative skills
- Demonstrable proficiency with market and product lingo. Well versed in the quantitative nature and framework of own product (e.g., pricing, models, etc)
- Ability to thrive on the challenge of competitive pressures and remain focused on client needs
32
Cib-banking P&a-analyst Resume Examples & Samples
- Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, manage multiple tasks simultaneously
- Strong quantitative and analytic skills, confidence with finance and accounting concepts, understanding of financial statements
- Strong proficiency with Excel and Powerpoint required, proficiency with PitchPro preferred
33
Cib-project Analyst Resume Examples & Samples
- Manage specified on boarding stream
- Proven track record of quality analysis with sound questioning and influencing skills
- Strong and proven data analysis skills
- Understanding of Transaction Capture and Fund Services Process
- Experience in workflow analysis and documentation
- Awareness of the JPM CIB Operations organisation
- Investor Services and Fund Accounting Knowledge an advantage
- MS Excel, Project and Visio experience
- Degree or above in a related subject
- Relevant experience within financial services org preferably in an operations or a projects / analysis role
34
CIB Bacc-custody Analyst Resume Examples & Samples
- Corporate Actions
- Trade Settlements and safekeeping
- Tax collection
- Proxy Voting
- Experience and/or understanding of transaction processing is a plus
- MS Excel and PowerPoint
- Ability to work independently and as part of a group
- Ability to work in a fast paced deadline driven environment
35
Cib-ops Risk / Cntrl Analyst Resume Examples & Samples
- Ensuring BAU Execution to be best in class. Publishing of periodic metrics and tracking reasons for deviation from agreed levels. Ensure follow up for all ageing items
- End to End process responsibility and to be in control of End of day reports, cut-offs and critical intra day reports
- Escalate any error/exceptions on identification
- Responding to routine queries/complaints and ensuring completeness
- Audit focused in all BAU activities
- Navigates systems proficiently and accurately
- Perform all work in accordance to department procedures and are within quality standards
- Exercise good judgment and degree of confidentiality
- Getting the team along to achieve common objective
- Team management and ensuring the morale of the team is high
- Work in partnership with Local OCM team for QA Tests, MIS, Audit etc
- Working with seniors to achieve organization agenda
- Review and improve on productivity benchmarks on ongoing basis
- Performance Management for direct reports
- Partnering with supervisor and ensuring complete control of business
- CA/ MBA (Finance)/CFA
- Knowledge of Capital Markets essential with at least 5 year's experience
- Experience on Securities Operations would be an added advantage
- Must be able to lead, manage and motivate the teams
- Proactive, positive approach
- Ability to work both independently and as a team in a fast paced production environment
- Flexibility of operating hours to include overtime, holidays, and weekend testing
36
CIB Short Term Fixed Income Syndicate Analyst Resume Examples & Samples
- Assist in the marketing of JPM STFI capabilities
- Prepare pitch books, pages and market updates
- Maintain STFI databases and produce weekly updates
- Prepare and analyze profitability and market share metrics
- Organize road shows and conference meetings
37
CIB Ops-cost Basis Analyst Resume Examples & Samples
- Respond to requests to adjust basis and queries regarding transactional adjustments of basis
- Collaboration with other departments to ensure that transactions are booked properly and are properly reflected in cost basis application
- Research of tax/cost basis consequences for corporate actions through vendor, SEC filings, and company’s websites to ensure proper adjustments for impacted holders
- Provide support to address cost basis discrepancies for year end tax reporting
38
Cib-price Event Analyst Resume Examples & Samples
- Support price event activities and data analysis for all LOBs
- Perform opportunity analysis and present proposed pricing changes based on data driven analysis
- Manage price modeling and on-going management of service code / price lists
- Partner closely with product and sales to deliver successful pricing changes with minimal client impact
- Partner closely with stakeholders to identify process improvements
- Develop and utilize advanced analytical models / large data sets for pricing and revenue management
- Produce data driven analysis to maximize revenue opportunities
- Promote a culture of continuous improvement to reduce errors and simplify processes for key stakeholders
- Support implementation schedule and processes, including testing and production validation testing (i.e. client monthly billing)
- 3+ years of business/data analyst or equivalent work experience
- BS/BA in Computer Science, Finance, Management, Economics, or a related discipline
- Proven success developing and implementing pricing strategies
- Proven success and ability to execute tactical and strategic initiatives
- Proven experience in developing financial pricing and profitability models
- Advanced abilities in data analysis, interpretation of results and problem solving
- Excellent analytical skills and experience in effectively gathering, analyzing and utilizing data to support proposed initiatives
- Outstanding organization skills
- Proficient knowledge of Microsoft tools including: Project, PowerPoint, Excel, Access and Visio
39
Cib-risk Analyst Resume Examples & Samples
- Understanding of the company's financial statements and basic accounting standards
- Strong verbal, written, and interpersonal skills in English and Korean
- Ability to work proactively in a team environment
40
Cib-cem MO Analyst Resume Examples & Samples
- Degree in Business Administration, Economics or Engineering
- Knowledge of Investment Banking and financial products
- Good spoken and written communication
- Good relationship and partnership skills
- Ability to work in dynamic environment, with a proactive approach to problem solving
- Proficient in English and Spanish. Portuguese is a plus
- Strong focus on controls and ability to multitask
41
Cib-reconciliations Analyst Resume Examples & Samples
- Should have knowledge in use of Macros / Queries on MS Excel / Access a plus
- Basic knowledge or working experience in industry
- Good Analytical Skills
- Should be able to manage a team
- Graduate of Finance / Accounting or Business related course (CPA License an advatage)
42
Cib-mnc Banker Analyst Resume Examples & Samples
- Support Shanghai MNC team for BAU business assistance
- Co-ordinate client Know Your Client (KYC) standards for both renewals and onboarding of new clients
- Detailed client screening (GFCC, sanctions, AML, anti-corruption, PEP, news, etc.)
- Leads or co-ordinate with all internal stakeholders including operation, compliance, legal, risk, product team to ensure smooth support to client transactions
- Leads or assists in negotiating and finalizing documentation for various banking product (e.g. loan) or service (e.g. bank guarantee)
- Provide support for client engagement and new transaction processes
- Working with Senior Banker to provide extensive banking solutions to clients
- Provides a cohesive and comprehensive approach to review ratings, risk assessment, portfolios, clients and industries in the sector
- Remains current on all aspects of the credit relationship, including exposure, compliance, potential problems and opportunities
43
CIB EDG Delta Analyst Month Ftc-johannesburg Resume Examples & Samples
- Bachelors degree required, postgraduate degree preferred
- All required JSE Trader’s exams to have been completed
- 1-2 years of trading experience
44
Cib-project Analyst Resume Examples & Samples
- Help design, develop and implement test scripts and utilities
- Work with business and technology leads to identify the appropriate data for testing, and prepare that data for the test scripts, automation approach
- Identifies, manages and mitigates testing risks and issues and timely escalation as necessary
- Coordinates the tracking and resolution of defects using the defect management process
- Provides Weekly Scorecard, Status Reporting and MIS
- Leads UAT communication calls with Technology, QA, Business and Operations teams
- Overall responsibility for the quality control of test scripts and test evidence
- Performs quality reviews on all testing documentation
- Document and report all errors/faults and ensure resolution including re-testing as required
- Analyze the impact of changes on the testing schedule
- Upon completion of testing, support integration of enhancements to include training and updating standard operating procedures as necessary
- Provide primary contact cover for the department. Investigate and follow reported items through until resolution
- Candidates should note that this list is not exhaustive and duties are liable to change from time to time in line with the needs of the department
- Ability to pitch communication at different audiences appropriately, from technical colleagues to managers in the business
- The candidate should have a proactive approach to problem solving
- Good analysis skills in order to aid in trouble shooting and problem solving
- Good testing principles as well as good defect management skills
- University graduate in IT/Finance with 5 - 8 years or equivalent work experience in software testing
- Understanding Software Development Life Cycle and specifically QA process and test methodologies
- Able to communicate effectively on both a technical and business level
- Experience of Agile development methodologies
- Custody and fund accounting knowledge is desirable
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CIB Bacc-asset Backed Securities Conduit Analyst Resume Examples & Samples
- Become a SME on all matters relating to client billing including setup and maintenance in ABSolute, notionals, manual vs STP, common errors/issues impacting accurate accruals and client invoicing, and work with management to utilize best practices to mitigate risk
- Review and understand deal pricing and legal documentation used for setup of new clients. Run preliminary invoicing, and review with front office for accuracy. Ensure the billing system accurately reflects all client rate changes prior to month end, and accurately captures daily accruals. Understand nuances of client billing, and be able to identify errors, or processes that need additional oversight and control
- Understand the process of daily account reconciliation, and take an active ownership role to ensure daily balances are maintained, and any discrepancies are reported, researched, and resolved within specified timeframes
- Take ownership of various metrics reported to management on daily/weekly/monthly basis. Ensure information is relevant, accurate, and timely. Understand end user needs, and revise the information accordingly. Report critical issues in a manner that allows for prompt review and discussion around action plans to improve process
- Oversee and understand audit points relating to accurate and timely upload of legal documents and other team documents to Deal Works
- Manage various projects as needed, and participate in system testing as needed
- Metrics Reporting
- Participate in key line of business project initiatives
- Manage Credit Red requests
- Manage ongoing calendar of new/restructuring deals, and pricing changes
- Review daily reports and escalate issues
- Willing to dive into the details and understand how process works
- High level of motivation, dependability, intelligence, and a team player
- High degree of commitment to ensure accuracy of deliverables
46
Cib-project Analyst Resume Examples & Samples
- Improve the ability to service our global custody and fund accounting clients by transforming the existing operating model and introducing a new platform for tax processing
- Participate in Strategic Operating Model work stream within the larger program of work
- Hone project management, analyses and presentation skills, in addition to improving your proficiency in the use of Microsoft Office products such as Excel, PowerPoint and Visio
- Partner with business users to gather requirements, elicit feedback and provide advice and support for the processes developed by the team
- Analyze and organize large quantities of data to aid UAT cycles
- Identify gaps or anomalies in data for further analysis
- Provide regular updates on data analysis to core team and senior management
- Establish a local training program for the 50+ users in Bournemouth as well as assist in a virtual training program for 100+ users in Mumbai
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Cib-analyst to Cover Argentina Resume Examples & Samples
- Support the corporate bankers for all client activities (credit analysis, documentation, execution and on-going support on the relationship)
- Assist Corporate Bankers in managing existing client relationship and developing new client base
- Assume full responsibility for managing internal processes for deal executions, internal approvals, business aspects of regulatory reporting and ongoing management of client relationship
- Initial analysis of companies financials for bankers, including projections
- Assisting in preparation of pitch books and other marketing materials to help generate new revenue for different products (loans, bonds, etc)
- Working with GCB Middle Office and internal teams in deal execution (including documentation and reporting)
- Preparing internal approval documents such as credit memos, Approval To Pitch (ATP) memos, Balance Sheet Committee Notes
- Assisting bankers with account planning and maintaining deal pipeline
- Interacting with clients on the operational aspects of deal executions
- Coordinate with product partners, legal & compliance, operations on a regular basis
- Help with industry, and Company credit analysis
- Collaborate with the credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests
- Preparation of management reports along with local business manager
- Participation in planning activities and budget
- Participate in projects for acquisition financing, syndicated loans, structured finance and derivatives
- Strong commitment/proactive/initiative
- Strong financial analysis and financial modeling skills, attention to detail
- Written skills and oral communication
- Ability to work independently, enthusiastic, highly motivated and with a strong sense of ownership
- Sense of urgency/ability to work well under pressure
- Ability to multi-task and work with variety of people, including senior corporate bankers, investment bankers, product partners, operations support, credit and senior management
- Solid understanding and application of in-scope products
- Basic Knowledge on valuation analytics and modeling techniques. Quickly and intuitively analyzes and correctly interprets data, including financial statements and source documents. Can detect trends and themes in quantitative analyses and communicate them effectively
- Proficient in MS Office/Pitch Pro
- Stays Current on Business and Industry Trends
- Able to Customize Marketing Materials
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CIB CAO Senior Analyst Resume Examples & Samples
- P&A role for the operations team rolling up to CIB operations
- Business Management support for Operations Lead in MBM
- Forecasting expenses & headcount (monthly)
- Headcount tracking and reporting in liaison with the Business Managers, Central PMO. Regular forecasting of headcount projections to the MBM operations executive, his DRs and the Global CFO’s
- Play a proactive role in enhancing the current BAU processes
- Support the monthly Investment Initiatives reporting process
- Qualified accountant with at least 2 years post qualification experience
- Positive, pro-active, can-do attitude and strong control mindset
- Working knowledge of finance tools like Essbase / Business Objects would be an added advantage
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CIB Treasury Services USD Clearing Product Analyst Resume Examples & Samples
- Assist in day to day product responsibilities for USD Clearing (Funds Transfer)
- Work with USD Clearing Product Management team, Service, Implementations and Operations for the delivery of product solutions and support of existing solutions
- Translate product partner concepts and business requirements into guidance for Technology and other functional partners on development of future products
- Liaise with partners across JPMorgan Chase – serving as an Internal Applications subject matter expert
- Ability to work with limited supervision
- Have demonstrated skills in SQL and VBA or have excellent grades in a programming language
- Ability to work under pressure, prioritizes multiple tasks, and brings tasks to complete closure
- Expert knowledge of Excel/Access a must. Knowledge of industry query management tools such as Business Objects or Cognos is a plus
50
Cib-unit Costing & Deal Management Analyst Resume Examples & Samples
- Lead for the “Cost to Serve” modeling within the APAC region. Key contact in the deal commercial process that drives business decisions both strategically and tactically, on deal pricing and client profitability
- Provide objective headcount assessments and provide support to operations in understanding the impact of new business on capacity
- Partner with operations mgmt team to collate and analyse source data required to refresh unit rates and update the client profitability system
- Participate in strategic Projects, including implementation across new services/sub-products, new business reporting and reporting tools and wider analysis
- Use data and modelling output to provide succinct and meaningful reporting to Business Managers with respect to key driver trends and the assessment of the impact of key business changes
- 5+ years experience in Finance and/or Global Fund Services
- Sound knowledge of the securities industry
- Proven track record in process improvement/change management and leadership displaying influencing skills
- Securities Industry or Finance related qualifications beneficial
- Project Mgmt and Business Mgmt skillsets beneficial
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CIB Rotational Analyst Resume Examples & Samples
- Support Industry Bankers and Product Specialists in originating commercial business
- Assist in closing and executing transactions by interacting with different bank departments
- Assist with analyzing market drivers and clients’ financial/business needs
- Work together with Product Specialists in structuring and pricing credit packages
- Assist with the analysis, modeling, and in depth review of documentation
- Assist in measuring, controlling, and following up on risk metrics
- Undergraduate or Graduate degree in Finance, Business Administration, Economics, or related field
- Recent college graduates between August 2014-August 2017
- Prior experience (1-2 internships) in the field of Corporate Investment Banking required
- Willingness to relocate in the US and internationally
- Demonstrated leadership experience and involvement in extracurricular activities preferred
- Fluency in Spanish preferred
- Authorized to work in the U.S. without the need for employer-sponsored work authorization
