Investment Analyst jobs in United States, Florida, Tampa

This job is responsible for reviewing complex products for the prevention and detection of possible fraud. Key responsibilities include researching and analyzing of account activity to assess levels of risk and fraud. Job expectations include completing inbound and outbound calls, taking appropriate action based on transaction characteristics of greater complexity, performing functions related to research, and resolving fraudulent activity and service support.

Responsibilities:

• Services banking products with high-risk activity to maximize approval of legitimate transactions, minimize client impact at the point of sale, identify fraudulent activity, and restrict account activity
• Makes decisions based on judgment, research, and extensive job experience, following established procedures and guidelines while leveraging multiple systems
• Assesses the level of risk and makes decisions which directly affect the customer experience and risk to the bank
• Reviews and analyzes accounts and relationships that may require differentiated treatment or specialized resolution
• Complies with industry regulations, bank procedures, integrity levels of the department's system, and financial controls
• Records data captured during client interactions accurately

Required Qualifications:

• Strong analytical and organizational skills
• Demonstrated ability to solve complex problems by reviewing related information.
• Ability to multi-task, including researching information through multiple systems, in order to make judgmental decisions based on the data reviewed.
• Customer centric approach
• Demonstrates a strong sense of urgency
• Able to work in a fast-paced, ever-changing environment with a strong focus on risk mitigation and client experience.
• Comfortable taking inbound or making outbound calls to clients in a high production focused environment.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Ability to follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Good time management skills
• Flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• Prior experience in Retail Fraud Servicing, Claims or Fraud Detection.
• Experience working in an environment where both individual and team goals are met or exceeded routinely.

Skills:

• Analytical Thinking
• Client Experience Branding
• Customer and Client Focus
• Due Diligence
• Research
• Attention to Detail
• Data Collection and Entry
• Policies, Procedures, and Guidelines
• Referral Management
• Written Communications
• Adaptability
• Business Intelligence
• Investigation Management
• Issue Management
• Relationship Building

High School Diploma / GED / Secondary School or equivalent

Job Responsibilities

• Maintain daily and/or monthly business data requirements for productivity and availability (aggregate, review results, refine and report on trends)
• Analyze current reporting outputs and develop refined views in line with operational needs
• Create and/or maintain monthly business reviews and site level data across multiple work streams
• Onboard and Off board users by completing all needed system requirements, and retain evidence
• Interface with other operations locations to complete ad-hoc data inquiries
• Participate on projects aimed at enhancing operational efficiencies as identified through multiple channels
• Utilize SharePoint and Reports Dashboard Administration / Recertification's
• Be a FinTech point of contact for operations (monitor completions, stakeholder reporting)
• Maintain procedure updates (intake, review, completion, communication)
• Support Ad-Hoc request related to Resiliency and Audit Requests for Information
• Provide general business support for the Global Fraud Prevention Team related to ongoing projects

Required Qualifications, Capabilities, and Skills

• Superior Microsoft Office skills to include highly proficient in data aggregation, analysis, visualization and communication tools such as Excel, PowerPoint, Teams, SharePoint, Outlook
• Strong organizational skills – ability to take strategic direction and independently develop and manage task, taking full accountability and ownership
• Critical thinking and the ability to work independently as single contributor while managing time and deliverables
• Minimum 2 years in a business analyst role with similar responsibilities
• Excellent English language communication skills (oral, comprehension & written)
• Collaborative Interpersonal and Influence skills
• Experience in Corporate & Investment Bank business function i.e. Global Markets, Middle Office, Wholesale Payments or Securities Services
• Ability to work remotely with all appropriate technology assets is required

Preferred Qualifications, Capabilities, and Skills

• Personal Certifications in Data, Business or Project Management skills
• LMM, Tableau and/or Alteryx experience
• General knowledge of internal company banking products in fraud related environments and company internal system platforms

Monday - Friday 9:00 am - 6:00 pm (normal is 40 hours weekly) subject to change as business needs evolve) - in local office, in person is required for this role, Occasional extended or weekend coverage as needed by operations

As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

• 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

Job Responsibilities:

• Advance the business analysis and reporting agenda by providing efficiency recommendations based on forecasting and capacity planning insights.
• Use analytic tools to inform the business of risks and opportunities and prepare detailed business analysis to explain performance results.
• Develop cross-functional knowledge to understand performance and trends impacting decision-making on business strategies.
• Manage the monthly Performance Review process, producing the monthly performance deck and providing actionable recommendations.
• Partner with other Business & Analytics teams to create dashboards and reporting for capacity modeling.
• Analyze FTE Saves and benefits of business initiatives such as technology enhancements and productivity improvements.
• Identify opportunities and deploy advanced analyses at scale for CIB Client Onboarding & Service functions.
• Develop a deep understanding of systems and processes to extract insights from existing data and recommend enhancements.
• Build trusted relationships with stakeholders, cross-functional partners, and leadership.
• Create executive-level presentations using PowerPoint PitchPro+.
• Communicate effectively with business partners to drive project next steps.

Required Qualifications, Capabilities, and Skills:

• 2 years of experience in business analysis, reporting, Capacity Planning, and/or Workforce Management.
• Strong quantitative and problem-solving skills with the ability to multi-task in a fast-paced environment.
• Excellent interpersonal and communication skills.
• Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
• Excellent problem-solving and critical thinking skills with the ability to interpret and present complex data.
• Bachelor’s degree in a business discipline, quantitative, or related field (Data Analytics, Finance, Computer Science, etc.).

Preferred Qualifications, Skills, and Capabilities:

• 3 years of experience in using data technology to solve complex business problems.
• Hands-on expertise in multiple Business Intelligence toolsets and database platforms.
• Tableau and SQL/coding experience.
• Knowledge of Alteryx, Python/R, and Qlik Sense.
• Knowledge and experience with various analytical, modeling, and statistical methodologies.

Lead the forefront of innovative solutions analysis in a dynamic tech environment, driving success through expertise in data analytics and technical program delivery.

As a Lead Solutions Analyst in Payments Technology group, you will play a central role in driving the success of our technical program delivery. Your deep understanding of applications, platforms, and products will position you as a key bridge between product owners, business, operations, and software developers. Utilizing advanced analytical reasoning and technical fluency, you will translate complex business requirements into well-structured and technically feasible solutions. You will make data-informed decisions and provide strategic insights to support key business initiatives. As a technical subject matter expert, you'll navigate ambiguity, manage change effectively, and communicate compellingly with diverse stakeholder audiences to ensure the highest quality and professionalism in service delivery.

Job responsibilities

• Lead the elicitation, documentation, and validation of business and data flow requirements, ensuring alignment with stakeholder expectations and technical feasibility
• Develop and maintain comprehensive knowledge of industry trends, emerging technologies, and best practices to provide strategic guidance and innovative solutions for complex projects
• Model the design and implementation of technical solutions, ensuring seamless integration with existing systems and infrastructure
• Utilize advanced data analytics techniques to extract insights from large, diverse datasets, driving data-informed decision-making and supporting key business initiatives
• Mentor and guide team members in the application of technical writing and analytical reasoning skills, fostering a culture of continuous learning and improvement

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in solutions analysis, technical program delivery, or a related field
• Demonstrated expertise in data analysis and data application, including hands-on experience with major data visualization platforms
• Advanced knowledge of data analytics techniques, with experience in developing and interpreting models, diagrams, and data-driven insights
• Proven ability to apply technical fluency in current and relevant platforms, software tools, and technologies to drive innovative solutions
• Strong track record of leading through change, navigating ambiguous situations, and managing dependencies in complex projects

Preferred qualifications, capabilities, and skills

• Experience working with Payments
• Experience analyzing requirements and working sucessfully with developers

Regular or Temporary:

English (Required)

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.

2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.

3. Assist clients with trades, requests for information, research, account problems, etc.

4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.

5. Participate in the preparation for and delivery of client presentations and engagements.

6. Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.

7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.

2. 4 years professional experience, including 1 year of experience in the securities industry.

3. FINRA Series 7 and 66.

4. Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.

5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.

6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications:

1. Willingness to pursue additional credentials in the wealth and investment fields.