Management Analyst jobs in United States, California, Los Angeles
EY Financial Services Organization - Wealth Asset Management Au... United States, California, Los Angeles
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You'll help our clients meet their reporting requirements by accurately reporting on financial statements and providing meaningful insights into accounting and reporting matters. In return, you can expect leading-class learning and development tailored to your unique interests and motivations. You'll be given all the skills, knowledge and opportunities to progress and become ready to build a better working world for our people, our clients and the communities that support us.
Your key responsibilities
Everything you'll do will come back to providing exceptional audit activities for our clients. Colleagues and clients from a diverse array of backgrounds will look to you first for answers, so you'll be a high-profile contact when it comes to resolving complex issues. As you build your knowledge and experience, you'll become a credible advisor, influencing clients and engagement teams on resolutions that will impact entire industries.
Skills and attributes for success
· Leading fieldwork, managing performance and keeping engagement leaders updated on audit engagements
· Completing audit processes and documenting higher-risk areas to increase your technical and business skills
· Engaging clients and providing authoritative advice and professionalism throughout transactions
· Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
· Understanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
To qualify for the role you must have
· A bachelor's degree in an accounting, finance or business discipline, supported by approximately 2 years' work experience as an auditor in a public accounting firm
· US CPA licensure in your work state
· Experience leading the planning, execution and reporting on audits in the Banking & Capital Markets sector
· Working knowledge of US GAAP
· Excellent communication and negotiation skills and a collaborative approach to management
· The flexibility to constantly learn and adapt in a fast-paced environment
· The ability and willingness to travel and work in excess of standard hours when necessary
· Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations
Ideally, you'll also have
Knowledge of current market issues in the Wealth and Asset Management sector in the US
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 in this role, so you'll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you're serious about auditing and ready to take on some of our clients' most complex issues, this role is for you
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $79,200 to $130,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $95,000 to $148,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.
These jobs might be a good fit
Bank Of America Wealth Management Specialist United States, California, Los Angeles
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Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Job Description:
This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the team’s practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Role is designed to allow employees to study and obtain all required registrations.
Private Wealth Relationship Managerposition may be filled at a Trainee, Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required security licenses and/or designation. This position allows the individual to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
Role Responsibilities
Identify and own the client onboarding process
Document client interactions and provide team with time sensitive updates
Execute on team service model
Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
Engage specialists/partners to address client's needs
Identify and own the client off boarding process
Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Salesforce, and track all actions/activities to ensure highest level of client service
Monitor and report on client satisfaction and manage the resolution of client escalations
Role Requirements
Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support SAFE ACT Registration
Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
Obtain and/or maintain at least one firm approved designation
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority
Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
Thorough knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and support sound decisions
Ability to research escalated client issues for response/resolution
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Google Senior Analyst Global Compliance Testing AI Content Payments United States, California, Los Angeles
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This role may also be located in our Playa Vista, CA campus.
Applicants in the County of Los Angeles: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Note: By applying to this position you will have an opportunity to share your preferred working location from the following:.- Bachelor's degree or equivalent practical experience.
- 7 years of experience in compliance, risk management, investigation, auditing, legal, or consulting.
- Experience in Stakeholder Management, Process Improvement, and Program Management.
Preferred qualifications:
- Experience organizing data and applying business context to improve processes or operations.
- Experience with technical systems such as APIs, databases, and cloud environments, coupled with a grasp of fundamental privacy principles (e.g., data minimization) and relevant certifications like a J.D. or CIPP/US.
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JPMorgan JP Morgan Wealth Management – Private Client United States, California, Los Angeles
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As a Product Implementation Vice President within the Commercial & Investment Bank, you will be responsible for the overall client experience and project management of technical commercial product implementations. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.
Job Responsibilities
- Own the product implementation and training experience for your assigned clients
- Meet and connect with clients through Zoom, Email and other collaborative technologies
- Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
- Manage client and partner expectations and understanding throughout the implementation process
- Implement mixed payable solutions and support our clients with file mapping exercises
- Work with partners in Operations and Product Management to streamline processes
- Identify instances of business risk and show ownership of issues when they arise
- Scope client requests and translate business requirements into detailed technical specifications for treasury services
- Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
- Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
- Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
Required qualifications, capabilities, and skills
- 6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
- Technical project management experience or experience with complex treasury implementations and comfort in a fast paced, dynamic client-facing environment
- Ability to clearly communicate, partner and influence - leading others to a common goal
- Exhibit adherence to policy and procedures and meet or exceed established SLA
- Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
- Experience in coaching or mentoring employees and proven ability to successfully manage conflict
- Strategic thinking with the ability to adapt to change
- Microsoft Office Suite experience and project Management, Payments and Receivables experience
- Technical Consulting or business analysis experience in the Enterprise Resource Planning (ERP), systems integration or Application Programming Interface (API) space
Preferred qualifications, capabilities, and skills
- Bachelor of Science or Bachelor of Arts Degree
- Passion for learning new operating models, technologies, and industry trends
- Technical client consulting experience to support technical roles
- PMP or other Project Management Certifications
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
- Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
- Help the community through expansive volunteer opportunities
- Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
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JPMorgan US Private Bank - Fund Banking Program Analyst United States, California, Los Angeles
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Job Posting
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
- Help devise customized financial strategies for existing and prospective clients
- Prepare pitch books and meeting materials
- Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
- Become an expert in a range of proprietary models to provide recommendations on tailored solutions
- Conduct research and analysis; assist with product development and prospecting efforts
- Research client inquiries and manage follow up communication and materials
Work directly with clients as you continue to progress in your role
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree with a minimum overall GPA of 3.2
- No more than two years of work experience following completion of undergraduate program
- Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
- Superior multi-tasking and organizational skills
- Excellent communication skills and poise giving presentations
- Genuine interest in financial markets and macro-level economic trends
- Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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EY Forensics - Claims Processor Analyst United States, California, Los Angeles
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Your key responsibilities
As a Claims Processor, you will play a crucial role in evaluating claims related to a large natural disaster for completeness and accuracy. Once claims are assigned, you will conduct initial assessments of the submitted documents and identify any gaps or discrepancies that may require further information and attention. Your responsibilities will include documenting findings and determining the appropriate next steps for each claim, facilitating a smooth and timely claims process. You will collaborate with team members to escalate issues and resolve claims, all while maintaining a strong focus on the integrity of the process.
Skills and attributes for success
- Take responsibility for high-quality execution and delivery of claims assessments and documentation.
- Develop yourself and others through seeking and offering on-the-job coaching and feedback.
- Manage a large volume of claims, ensuring that all work aligns with the client’s requirements.
- Nurture relationships with colleagues and stakeholders to foster collaboration and effective communication.
- Maintain a strong focus on the claims process and be responsive to internal and external requests.
To qualify for the role you must have
- Must have a Juris Doctorate degree, and a minimum of one year of relevant work experience in the document review field
- Excellent project and time management
- The ability to work in a fast-paced environment with the ability to adapt to client’s needs
- Proficiency with Microsoft Outlook, Excel, and Word
- Excellent client-facing and internal verbal and written communication skills
- Excellent project and time management skills and the ability to prioritize when working on multiple claims
- The ability and willingness to travel up to 25%, which includes one week per month to the client site in California
- The ability and willingness to travel and work in excess of standard hours when necessary
- Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations
Ideally, you’ll also have
- Experience with conducting document review on industry standard document review hosting platforms.
- Experience with the insurance claims process
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $45,200 to $92,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $54,300 to $105,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.
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JPMorgan Asset Management - Real Estate Investment Specialist United States, California, Los Angeles
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- Partners with the Global and Regional Product leads to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
- Considers and plans for upstream and downstream implications of new product features on the overall product experience
- Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
- Supports the rollout of new systems by working closely with the Technology team, ensures that new systems align with product goals and enhance the client experience
- Assists on preparing for reviews by internal audit teams and external bodies, such as the Office of the Comptroller of the Currency (OCC)
- Contributes to building a framework for tracking key success metrics for the product, including cost, features, risk, and reliability
- Works with Finance partners to ensure accurate reporting of financial performance, including Profit and Loss (P&L) for global Structured Working Capital (SWC)
- Manage the Product book of works
- 3+ years of experience or equivalent expertise in product management or a relevant domain area
- Trade product management experience
- Proficient knowledge of the product development life cycle
- Experience in product life cycle activities including discovery and requirements definition
- Developing knowledge of data analytics and data literacy
- Experience in Inventory Finance, preferred
- Experience within Receivables Finance with Bank or Factoring company
- Experience in working on innovative solutions for clients and developing the product to address bespoke client and market needs
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You'll help our clients meet their reporting requirements by accurately reporting on financial statements and providing meaningful insights into accounting and reporting matters. In return, you can expect leading-class learning and development tailored to your unique interests and motivations. You'll be given all the skills, knowledge and opportunities to progress and become ready to build a better working world for our people, our clients and the communities that support us.
Your key responsibilities
Everything you'll do will come back to providing exceptional audit activities for our clients. Colleagues and clients from a diverse array of backgrounds will look to you first for answers, so you'll be a high-profile contact when it comes to resolving complex issues. As you build your knowledge and experience, you'll become a credible advisor, influencing clients and engagement teams on resolutions that will impact entire industries.
Skills and attributes for success
· Leading fieldwork, managing performance and keeping engagement leaders updated on audit engagements
· Completing audit processes and documenting higher-risk areas to increase your technical and business skills
· Engaging clients and providing authoritative advice and professionalism throughout transactions
· Constantly developing your understanding of current market trends and processes and sharing your knowledge to develop junior colleagues
· Understanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
To qualify for the role you must have
· A bachelor's degree in an accounting, finance or business discipline, supported by approximately 2 years' work experience as an auditor in a public accounting firm
· US CPA licensure in your work state
· Experience leading the planning, execution and reporting on audits in the Banking & Capital Markets sector
· Working knowledge of US GAAP
· Excellent communication and negotiation skills and a collaborative approach to management
· The flexibility to constantly learn and adapt in a fast-paced environment
· The ability and willingness to travel and work in excess of standard hours when necessary
· Access to reliable transportation to/from the EY office and client sites. A driver's license is strongly recommended as ride share and public transportation options may not be available in all locations
Ideally, you'll also have
Knowledge of current market issues in the Wealth and Asset Management sector in the US
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 in this role, so you'll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you're serious about auditing and ready to take on some of our clients' most complex issues, this role is for you
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $79,200 to $130,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $95,000 to $148,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. 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.
These jobs might be a good fit
