Quantitative Analyst - Fsrm Qas Banking jobs at Ey in United States, San Francisco

Your Key Responsibilities

• Effectively lead and motivate service delivery center team who support technology consulting engagements and provide technical leadership with the SRC&R service operations and delivery
• Provide guidance and direction to the on-site GPS SRC&R consultants in identifying process improvements, including junior staff members, enhancing existing SRC&R solutions and operating SRC&R processes as required
• Additional responsibilities include support in the following areas:
  • Assess cybersecurity controls, programs and strategies using our proprietary framework and industry frameworks
  • Operate SRC&R solutions based upon engagement defined policies and procedures
  • Cybersecurity measurements and monitoring development and operations
  • Cybersecurity strategy and roadmap development
  • NIST Risk Management Framework and Assessment and Authorization enhancement, operations and governance
  • Cybersecurity focused Supply Chain Risk Management and/or Third-Party Risk management operations, assessment and enablement
  • Cybersecurity process design and re-engineering
• Drive high-quality work products within expected timeframes.
• Monitor progress and manage risk while ensuring stakeholders are kept informed about progress and expected outcomes
• Use knowledge of industry trends to identify engagement and client service issues and communicate this information to the on-site engagement team through written correspondence and verbal presentations.
• Stay informed of current Cybersecurity industry trends relevant to the services being delivered

Skills and attributes for Success

• Working knowledge of security frameworks and standards such as ISO 27001/2, PCI DSS, NIST 800-53, NIST CSF and the cybersecurity laws and regulations such as FISMA
• Ability to produce high-quality work products within expected timeframes
• Leadership experience

To qualify for the role you must have

• Bachelor's degree in a related field
• A minimum of 5 years of related work experience
• Must be able to obtain and maintain a Secret-level clearance or higher
• Experience in one or more of the following areas:
  • Cybersecurity assessments
  • IT and cybersecurity policies, standards, procedures and controls
  • Cybersecurity strategies and roadmaps
  • Cybersecurity awareness and training
  • Cybersecurity metrics and reporting
  • Cybersecurity organization design and implementation
  • Cybersecurity and risk management solution design and implementation (e.g. SNOW IRM, Archer GRC, RiskLens, Azure Security Center, etc.)
  • Federal RMF solution operations (e.g eMass CSAM, Xacta, etc.)
  • Cybersecurity and IT architecture experience (e.g. cloud security architect, security architect)
  • Flexibility to travel up to 20%

CISSP, CISM, CISA, CIPT, CIPM, CIPP CRISC or other relevant certification

• Prior experience in a service delivery center or similar environment

Responsibilities

• Prepare fiduciary accountings for trusts, estates, conservatorships, guardianships, and foundations in multiple jurisdictions throughout the United States pursuant to the governing documents, state specific principal and income rules and jurisdictional requirements.
• Help train and mentor associate analysts.
• Prepare more complex accountings typically involving multiple accounts and/or custodians for a broad base of clients including banks, trust companies, brokerage firms, attorneys, individual and professional fiduciaries.
• Review and determine that all required source documents have been received prior to starting the accounting. Confer with client and/or supervising manager if additional documentation is required.
• Review and interpretation of trust instruments, wills, IRS Form 706 and K-1s to determine proper treatment for fiduciary accounting purposes.
• Review and interpret source data (e.g., bank statements, brokerage statements, checking accounts, loan documents), and exercise judgement in how to allocate transactions properly between principal and income and where to place the transactions on the appropriate fiduciary accounting schedule.
• Exercise judgement to determine if a disbursement is a trust expense or a distribution.
• Perform a self-review before submitting work product to supervising manager for review.
• Communication with clients.
• Participate in special projects.
• Participate in internal and external training to maintain and enhance knowledge of fiduciary law and software applications.
• Regular interaction and communication with immediate supervisor, and all department/company coworkers.
• Ability to organize and maintain personal account workload and meet all deadlines.
• Maintain annual firm required CPE credits.
• Develop an understanding of EY service offerings.
• Build knowledge about risk management and independence.

Required Technical/Professional Skills & Competencies

• Knowledge of current fiduciary accounting concepts required to prepare fiduciary/court accountings.
• Comfortable working with attorneys, trust officers and family offices.
• Experience in reviewing and interpreting trust and estate documents and financial data to prepare accountings.
• Experience working with the Thomson Reuters FAS accounting system.
• Strong technical skills in basic computer software applications, including Microsoft Word, Excel, company specific systems and Quicken.
• Strong verbal and written communications skills
• Attention to details.

Certification/Education

• A bachelor’s degree in accounting, finance or economics preferred, but not required.
• Professional Fiduciary, National Certified Guardian or paralegal certification preferred, but not required.

Professional Experience

• Two to four years of experience in preparation of fiduciary accountings.

• A paralegal with trust and estate knowledge, is preferred.

Quantitative Analyst, Financial Services Risk Management - Quantitative Advisory Services - Banking Book - Financial Services Office (Manager) (Multiple Positions) (1653519), Ernst & Young U.S. LLP, San Francisco, CA.

Full time employment, Monday – Friday, 40-45 hours per week, 8:30 am – 5:30 pm.

MINIMUM REQUIREMENTS:

Must have a Bachelor’s degree in economics, statistics, computational finance, mathematics, engineering, data science, physics, or a related field and 5 years of post-baccalaureate progressive quantitative analysis work experience.

Alternatively, must have a Master’s degree in economics, statistics, computational finance, mathematics, engineering, data science, physics, or a related field and 4 years of quantitative analysis work experience.

Alternatively, must have a Ph.D. in economics, statistics, computational finance, mathematics, engineering, data science, physics, or a related field and 2 years of quantitative analysis work experience.

Must have 2 years of experience with statistical and numerical techniques, or technical analytics, including regression analysis or machine learning.

Must have 2 years of experience communicating (written and oral) and interpreting technical concepts for technical and non-technical users.

Must have 2 years of experience in two of the following:
• broad credit risk modeling and related analytics
• retail modeling for at least one of the following: mortgage, credit card, or consumer loans
• wholesale credit modeling for C&I, CRE or related exposures
• credit loss forecasting for US GAAP, CECL or IFRS 9
• model development
• model validation
• advanced analytics
• quantitative analysis supporting consumer regulatory compliance

Must have 2 years of consulting (advisory services) work experience.

Must have 1 year of experience in one or more of the following:
• SAS or STATA
• R
• Python
• Matlab

Requires domestic and regional travel up to 30% to serve client needs.

Employer will accept any suitable combination of education, training, or experience.

What we offer

We offer a comprehensive compensation and benefits package where you’ll be rewarded based on yourperformance and recognized for the value you bring to the business. The base salary for this job is $171,180.00 per year. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

•Continuous learning:You’ll develop the mindset and skills to navigate whatever comes next.

•Success as defined by you:We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.

•Transformative leadership:We’ll give you the insights, coaching and confidence to be the leader the world needs.

•
Diverse and inclusive culture:You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

This particular position at Ernst & Young in the United States requires the qualified candidate to be a "United States worker" as defined by the U.S. Department of Labor regulations at 20 CFR 656.3. You can review this definition at at the bottom of page 750. Please feel free to apply to other positions that do not require you to be a "U.S. worker".

GOV :

Our Global Government & Public Sector (GPS) is a network of highly skilled professionals dedicated to serving our clients by bringing best-in-class international experience and insight combined with local knowledge to solve the most critical problems facing governments today. We actively focus on building solutions that help public sector entities face the challenges of the future and reinvent themselves.

To achieve this vision, we help clients balance strategic choices to re-ignite performance. We have developed a suite of cross-service line strategic solutions that align with our client priorities.

We have a proud record of helping governments meet their challenges head-on, and we work closely with them to build a world that works better for all citizens.

SaT :

The practice provides experience working with various sectors such as, Transport, Social & Health care, Education, Urban & Infrastructure, Economic Development Advisory , Water waste & Sanitation, Power & Utilities and Public Finance & Management.

SaT - TCF - Infrastructure Advisory :

Whether clients are preserving, optimizing, raising or investing, our Connected Capital Solutions (CCS) are our five go-to-market offerings that help drive competitive advantage and increased returns through improved decision-making. The CCS include Strategy, Corporate Finance, Buy and Integrate, Sell and Separate and Reshaping Results, and are underpinned by our Connected Capital Technologies.

Technical Excellence

• Mandatory requirement o Shall have a Postgraduation in Tourism / Event / Hotel Management / Travel & Tourism/ Hospitality Management / Business Administration / Similar o 7 years of total experience
• Desirable requirement o Experience of working in assignments involving Tourist Profiling, Survey and Analysis, Projections etc

Qualification

• Postgraduation in Tourism / Event / Hotel Management / Travel & Tourism/ Hospitality Management / Business Administration / Similar

Experience

• o 7 years of total experience Desirable requirement o Experience of working in assignments involving Tourist Profiling, Survey and Analysis, Projections etc.

People with the ability to work in a collaborative manner to provide services across multiple client departments while following the commercial and legal requirements. You will need a practical approach to solving issues and complex problems with the ability to deliver insightful and practical solutions. We look for people who are agile, curious, mindful, and able to sustain positive energy, while being adaptable and creative in their approach.If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

Skills and attributes for success

• Assist in requirements gathering, analysis, design, configuration, testing and deployment of SAP integration solutions.
• Demonstrate expertise in integration protocols, including API requests, XML, OData service formats, and authorization/authentication mechanisms.
• Transform design concepts into effective SAP solutions by contributing technical and development expertise within project teams.
• Provide support in preparing project documentation and presentations.
• Apply critical thinking and complex problem-solving skills to address challenges in integration projects.
• Adapt quickly to new knowledge and evolving technologies in the integration landscape, both within SAP and externally.
• Collaborate within diverse teams, leveraging various skills and backgrounds to enhance project outcomes.
• Deliver high-quality client services by following best practices in the software development lifecycle, monitoring project progress, and promptly escalating issues to leadership.
• Build and maintain long-term client relationships and professional networks to foster ongoing collaboration and success.
• Develop proficiency in Agile methodologies and application development tools.

To qualify, you must have

• Excellent analytical and problem-solving skills.
• Strong verbal and written communication skills.
• Bachelor’s degree in management information systems, Information Technology, Computer Science or related field.
• Strong interest in SAP technologies and integration processes.
• Understanding of commonly used integration pathways like OData, SOAP, SFTP, JDBC Adapters, XML, webservices, service oriented architecture, APIs etc.
• Basic understanding of programming concepts; familiarity with languages such as ABAP, Java, or Python is a plus.
• Experience with other integration tools & platforms is a plus, but not required (e.g. Mulesoft, Boomi, Informatica…)
• Experience developing integration architecture and strategies to ensure data consistency and integrity across systems is preferred
• Familiarity with security best practices for integrations, including authentication, authorization, and data encryption.

What we look for

We’re interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy and variety in this role, so you’ll also need the ability to be nimble, take initiative and seek out opportunities to improve our current relationships and prioritize participation in practice initiatives that will generate a long term pipeline of sales for the firm. If you’re serious about progressing and ready to take on some of our clients’ most complex issues, this role is for you.

Financial Services Organization – AI and Data - Solutions Delivery Center

Data has yet to be utilized to its fullest potential. Financial institutions are looking to build smarter and more efficient ways to operate their business, through new opportunities uncovered by their data. You’ll be solving complex problems, as well as giving deliverables to our clients in the AI and data space. With support from a highly talented team, you’ll have tremendous growth opportunities, with a focus on continuous learning and skills development to become a leader that can make significant contributions to companies.

Your key responsibilities

Yo will be working with diverse teams of professionals with different skill set to deliver a wide range of AI and data services. As part of that, you’ll need to be a team player with great communication skills, and have the desire to learn the technical skills required to fill the role.

Skills and attributes for success

• Collaborating, mentoring and coaching the teams with diverse skills and background
• Fostering an innovative and inclusive team-oriented work environment
• Being accountable for success of your team and the project’s components
• Building strong relationships with your internal clients
• Great communication and influencing skills
• Demonstrating in-depth technical capabilities, professional knowledge and interest in financial industry and technology
• Coding (programming) new customized software solutions using ETL
• Applying systems analysis techniques and procedures to data movement and data quality

To qualify for the role you must have

• A bachelor's or master’s degree
• Minimum of 3 years of related work experience

• Experience working with business, management and technology concepts
• Experience in computer software configuration and development with any of the following technologies: ETL Suites (Informatica, Infosphere, Ab Initio, SAP), DBMS
• Knowledge of data reporting solutions, including the ability to leverage pivoting data, graphs and charts
• Practical experience with different types of databases such as SQL Server, MySQL, Access, Oracle and DB2
• Knowledge of SQL syntax
• Good written and verbal communication skills
• A willingness and ability to travel at 0%-25%
• Valid driver’s license in the US
• Valid passport

Ideally, you’ll also have

• A degree in computer science, information systems or related technology majors
• Certification on any database management system, any reporting or data visualization or any programming or statistical language
• Working knowledge or certifications in cloud technologies such as Snowflake, Databricks, AWS or Azure
• Experience with Financial institutions

What we look for

We’re interested in professionals that are passionate about technology, who already have an understanding of data and are comfortable analyzing or manipulating it while generating reports for clients. You’ll also need to be able to clearly articulate both problems and proposed solutions, and have the willingness to learn and quickly adapt to changing requirements. On top of this, we’re looking for team players and hard workers who are not afraid to take initiative to master their craft and produce high quality work. If you have a proactive approach and want to be part of a group that continues to grow significantly, this role is for you.

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• Opportunities to develop new skills and progress your career
• Support and coaching from some of the most engaging and knowledgeable colleagues
• A collaborative environment where everyone works together to create a better working world
• Excellent training and development prospects