Investment Analyst jobs in United States, New Jersey, Jersey City

With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.

As an Operations Analyst- Loan Sales in Home Lending, you will be responsible for allocating and delivering mortgaged back securities (MBS), ensuring compliance with investor and regulatory requirements and support the line of business by performing complex operational loan sales and analytical tasks with a focus on investor related loan edit problem solving. You will drive end to end loan quality, recommend operational reengineering opportunity, and lead automation initiatives to benefit streamlined salability processes.

Job responsibilities

• Control tasks for loan sales operations including end to end pooling, allocation, defect identification/remediation, and oversight
• Comprehend investor data requirements and accurately cure related loan quality edits efficiently
• Develop and understand automation solutions for internal operational workflows and builds tools which will optimize and reduce manual processes.
• Lead citizen development initiatives to benefit streamlined salability processes
• Create reporting, interpret results and convey in a concise, straight-forward, and professional manner for all levels of operational staff from supervisors to senior level management.
• Spearhead projects & tasks by ensuring timely completion and articulate any issues and risks to management
• Ensure the integrity of data through automated extraction, translation, processing, analysis, and reporting

Required qualifications, capabilities, and skills

• Analytical skills with independent and logical problem solver and able to synthesize data, identify trends, and project outcomes.
• Ability to organize and prioritize multiple projects and responsibilities with accuracy, attention to detail and limited supervision with very short turnaround times.
• Ability to react quickly and decisively in high stressed situations and ability to lead projects and initiatives, prioritize work, meet deadlines and escalating any issues to management
• Expert level PowerPoint and Excel and Working knowledge of either Alteryx, UiPath, Xceptor or Tableau
• Strong written and verbal communication skills with ability to influence and work collaboratively with diverse/cross-functional teams and develop and maintain effective relationships with a wide range of stakeholders.
• Ability to create presentations for all levels of management and effectively report with an executive presence and creating complex reporting with compelling key messages.
• Ability to work with audit, compliance and regulatory constituencies to manage work in accordance with established procedures and demonstrate accountability for work processes and the associated risks and controls.

Preferred qualifications, capabilities, and skills

• Bachelor’s Degree, majored in Finance, Economics, Statistics, Math, Business Administration, or Computer Science
• 3-5 years Mortgage Banking experience
• Knowledge of mortgage based operating systems including Black Knight, FHLMC Loan Selling Advisor, FNMA Loan Delivery, GNMA SFPDM

As a Tech Risk & Controls Lead in Corporate Sector's Employee platforms team, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards. You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards. By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business. Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.

Job responsibilities

• Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
• Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
• Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
• Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
• Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
• Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
• Demonstrated expertise in regulatory compliance, risk management frameworks, and industry best practices (e.g., NIST, ISO, FFIEC, GDPR) is required
• Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives

Preferred qualifications, capabilities, and skills

• CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred

As a Control Manager - Senior Associate within the Treasury/Chief Investment Office, you will be in the first line of defense, collaborating with business executives and process owners to identify risks, assess impacts, design sustainable controls, and monitor their effectiveness. You will support the execution of the Control and Operational Risk Evaluation (CORE) program for the Treasury/Chief Investment Office, with a focus on the Finance function, supporting the Investment Portfolio and Treasury Funding teams.

Job responsibilities:

• Maintain the CORE Process, Risk and Control inventory, and related risk impact and control effectiveness ratings to provide an accurate reflection of the business’ operational risk profile
• Partner with the central testing utility to assess the results of control design and performance evaluations
• Lead top-down risk analysis, real time control issue detection, escalation, root cause analysis and remediation; work with a sense of urgency on emerging issues
• Perform lessons learned analyses on internal and/or external risk events and assess potential weaknesses / identify opportunities for improvement
• Identify meaningful metrics (KRIs/KPIs) as indicators of the operational risk and control environment; escalate control deficiencies based on key reporting indicators; Facilitate change management reviews with Process Owners
• Execute against the requirements of various other firm control and compliance programs, which may include but not be limited to: SOX and CCAR CFO Attestation Program, NBIA/business change management, Office of Legal Obligations, Estimations and Model Risk Management, User Tool, and Intelligent Solutions Control Frameworks
• Partner with colleagues from the LOBs and Functions such as Compliance, Risk, Legal, HR, and Technology to drive consistent and rigorous operational risk and control practices; partner with regional business and other control partners in an effort to create consistency in the control environment and underlying processes globally
• Respond timely to challenges and recommendations from the 2nd Line of Defense (Compliance Conduct & Operational Risk) and 3rd Line of Defense teams (Internal Audit) teams
• Support Regulator and other reviews and escalate inquiries and findings as necessary; contribute items for escalation to the T/CIO Control Committee
• Serve as a trusted controls partner to the Business and act as their go-to for all controls related matters

Required qualifications, capabilities, and skills:

• Bachelor’s degree required
• 5+ years of experience in financial services industry with background in controls, audit, SOX, quality assurance, operational risk management, or bank financial reporting
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

Preferred qualifications, capabilities, and skills:

• Understanding of financial, capital and liquidity reporting including, but not limited to, 10K/Q, FR Y-14, FR Y-9C, LCR, NSFR
• Subject matter expertise in portfolio management, treasury, and related financial and regulatory reporting
• Understanding of banking regulations
• Familiarity or experience with Alteryx or similar data manipulation and workflow automation tools
  

As a Full-time Analyst in the Internal Audit Program, you will start with comprehensive training to introduce you to our firm, our practices and our culture. After training, you will join one of our lines of business (Asset & Wealth Management, Commercial Banking, Consumer & Community Banking, or Corporate & Investment Bank), Corporate Function or Technology Internal Audit teams.

Job Responsibilities

• Identify and analyze risks in our businesses and evaluating the controls established to mitigate those risks
• Test controls by reviewing documents, observing the teams and meeting with management
• Provide management with feedback regarding the effectiveness of the controls

Required qualifications, capabilities, and skills

• Pursuing a B.A., B.S., or 5th year M.A. or M.S., with an expected graduation date of December 2025 through July 2026
• Have a well-rounded academic background
• Bring exceptional analytical and problem-solving skills
• Strong attention to detail
• Have the ability to manage time, prioritize and know when to seek help
• Strong verbal and written communication skills
• Working knowledge of MS Office (Excel, Word, PowerPoint, Outlook)

Preferred qualifications, capabilities, and skills

• All majors considered; Finance, Accounting, Management Information Systems (MIS) or Computer Information Systems (CIS) focused majors are a plus
• Preferred minimum cumulative GPA of 3.2 on a 4.0 scale

Locations you can join:

• Jersey City, NJ
• Wilmington, DE

To be considered for the Internal Audit Analyst Program, you must complete the following steps:

1. Submit a complete and thoughtful application, which includes your resume, location preference
   • Your application and resume are a way for us to initially get to know you. It’s important to complete all relevant application questions, so we have as much information about you as possible. We will review your application to determine whether you meet the required criteria.
2. If you meet the minimum criteria for the application, you will receive an email invitation to complete a video interview, powered by HireVue.
   • This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
   • HireVue is required, and your application will not be considered for further review until you have completed this step.
   • We strongly encourage you to complete your HireVue video(s) within three days of receiving.
3. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.

As a Senior Internal Audit Associate on the Commercial and Investment Banking Finance Audit team, you will be involved in all stages of the audit lifecycle. You will be executing program of audit coverage over Commercial and Investment Bank’s financial controls, including assessment of integrity of financial statements and compliance with various external/regulatory reporting requirements. You will also be assessing controls supporting adequacy of inputs into capital planning processes, as well as accuracy of management, legal entity and liquidity reporting.

Job responsibilities

• Participate in all stages of audit cycle, including audit planning, audit testing execution, control evaluation, audit workpapers documentation, drafting of audit issues and audit reports, and follow-up on and verification of issue closure. Ensure audit tasks are completed timely and within budget.
• Work closely with global Audit colleagues in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders.
• Establish strong working relationships with stakeholders and other control groups, while maintaining independence.
• Stay up to date on evolving industry, accounting, and regulatory developments impacting CIB Finance, and take initiative to seek out opportunities for continued learning.
• Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth.
• Recognize the confidential nature of Internal Audit communications and access to information; be disciplined in protecting the confidentiality and security of information in accordance with firm’s policy.

Required qualifications, capabilities and skills

• 5+ years of internal or external auditing or operational risk experience, could be in combination with relevant business experience
• Bachelor's degree
• Experience with internal audit methodology and applying concepts in audit delivery and execution
• Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls
• Great interpersonal and influencing skills, with the ability to establish credibility and create partnerships with senior business and control partners
• Advanced analytical skills
• Understanding of financial risks and controls
• Adaptable to changing business priorities and able to multitask in a constantly changing environment

Preferred qualifications, capabilities and skills

• Prior experience with Big 4 accounting firm or internal audit department in financial services industry
• Exposure to capital planning (CCAR), broker-dealer and bank regulatory reporting, and Treasury/liquidity reporting processes
• CPA
• Experience with data analytics, Alteryx and advanced excel functionality

Job responsibilities:

• Serve as a trusted controls partner to the Business and act as their go-to for all controls related matters
• Support the execution of the Control and Operational Risk Evaluation (CORE) program for T/CIO, with a focus on the Global Execution Middle Office function, supporting the Investment Portfolio and Treasury Funding teams:
  • Maintain the CORE Process, Risk and Control inventory, and related risk impact and control effectiveness ratings to provide an accurate reflection of the business’ operational risk profile
  • Partner with the central testing utility to assess the results of control design and performance evaluations
  • Lead top-down risk analysis, real time control issue detection, escalation, root cause analysis and remediation; Work with a sense of urgency on emerging issues
  • Perform lessons learned analyses on internal and/or external risk events and assess potential weaknesses / identify opportunities for improvement
  • Identify meaningful metrics (KRIs/KPIs) as indicators of the operational risk and control environment; escalate control deficiencies based on key reporting indicators
  • Facilitate change management reviews with Process Owners
• Execute against the requirements of various other firm control and compliance programs, which may include but not be limited to: SOX and CCAR CFO Attestation Program, NBIA/business change management, Office of Legal Obligations, Estimations and Model Risk Management, User Tool, and Intelligent Solutions Control Frameworks
• Partner with colleagues from the LOBs and Functions such as Compliance, Risk, Legal, HR, and Technology to drive consistent and rigorous operational risk and control practices; partner with regional business and other control partners in an effort to create consistency in the control environment and underlying processes globally
• Respond timely to challenges and recommendations from the 2nd Line of Defense (Compliance Conduct & Operational Risk) and 3rd Line of Defense teams (Internal Audit) teams; support Regulator and other reviews and escalate inquiries and findings as necessary; contribute items for escalation to the T/CIO Control Committee

Required qualifications, capabilities, and skills:

• Bachelor’s degree required
• 5+ years of experience in financial services industry with background in controls, audit, quality assurance, operational risk management, or compliance
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

Preferred qualifications, capabilities, and skills:

• Subject matter expertise in portfolio management, treasury, and/or trading operations processes
• Understanding of banking regulations
• Familiarity or experience with Alteryx or similar data manipulation and workflow automation tools

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 Corporate Sector's Risk Technology team, 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.

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. Responsibilities include evaluating existing processes, offering solutions to drive business value, and ensuring project success under tight timelines. The position also includes mentoring junior analysts, leading cross-departmental projects, and fostering innovation. Strong analytical and communication skills, along with a solid understanding of software development life cycles, are essential to succeed in this fast-paced environment.

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
• Comfortable working in cross-functional and multidisciplinary teams and ability to work independently and as part of a team
• Ability to think critically, embrace new technologies, and balance stakeholder needs with user requirements.
• Experience using SDLC tools, such as JIRA and Confluence.
• Experience with dashboards and data visualization tools
• Passion for design and producing excellent work with a meticulous attention to detail and a commitment to accuracy.

Preferred qualifications, capabilities, and skills

• Experience with with databricks
• Master's or bachelor's degree in computer science, data science or engineering related field; or equivalent related professional experience