Senior Analyst jobs in United States, Pennsylvania, Philadelphia
EY Service Delivery Center AI & Data Machine Learning Engineer ... United States, Pennsylvania, Philadelphia
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Senior Analyst - Financial Services Organization – AI and Data – Service Delivery Center
You’ll architect and deploy production-grade AI agents and multi-agent systems that transform financial services. Working with cutting-edge LLMs and agentic frameworks, you’ll build autonomous systems that process millions of transactions, make intelligent decisions, and continuously learn from real-world financial data. This is your chance to shape how AI reshapes global finance.
Build Autonomous Financial AI Systems
- Design and implement multi-agent architectures using LangChain, AutoGen, or CrewAI for complex financial workflows
- Deploy production-ready LLMs fine-tuned for financial domain expertise (loan underwriting, risk assessment, regulatory compliance)
- Create RAG (Retrieval-Augmented Generation) systems that connect AI agents to enterprise knowledge bases and real-time market data
- Implement agentic reasoning systems capable of autonomous decision-making within regulatory boundaries
Scale AI Solutions for Enterprise Impact
- Deploy AI agents serving millions of customers with sub-second latency requirements
- Build robust MLOps pipelines for continuous model improvement and A/B testing
- Implement comprehensive monitoring and observability for autonomous systems
- Optimize inference costs while maintaining performance SLAs
Drive Innovation in Financial AI
- Prototype breakthrough applications: AI-powered trading assistants, autonomous compliance monitors, intelligent fraud detection agents
- Collaborate with financial domain experts to translate complex regulations into AI agent behaviors
- Contribute to EY’s AI research initiatives and patent applications
- Present solutions to C-suite executives at major financial institutions
Core Skills (Must-Have)
- 3-5 years of Python programming with production deployment experience
- Hands-on experience with LLMs: GPT-4, Claude, Llama, or similar foundation models
- Agentic AI frameworks: LangChain, AutoGen, CrewAI, or similar multi-agent orchestration tools
- Vector databases: Pinecone, Weaviate, or Chroma for semantic search at scale
- Cloud platforms: AWS SageMaker, Azure OpenAI Service, or Google Vertex AI
- MLOps practices: Model versioning, A/B testing, drift detection, and continuous deployment
Preferred Skills (Nice-to-Have)
- Experience with financial services applications (trading, risk, compliance, or banking)
- Knowledge of prompt engineering and in-context learning optimization
- Familiarity with model fine-tuning techniques (LoRA, QLoRA, PEFT)
- Understanding of AI safety practices and responsible AI frameworks
- Experience with real-time streaming architectures (Kafka, Flink)
- Contributions to open-source AI projects
- 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
- Certification in any database management system, reporting or data visualization, or programming/statistical language
- Working knowledge or certifications in cloud technologies such as Snowflake, Databricks, AWS, or Azure
- Experience with generative AI models and techniques, including GANs and Transformers
- Understanding of the ethical implications of generative AI and commitment to responsible AI practices
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
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 $65,500 to $134,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $78,600 to $152,100. 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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EY Tax Senior Manager - Financial Services Organization United States, Pennsylvania, Philadelphia
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KEY Capabilities:
- Experience in working with Splunk Enterprise, Splunk Enterprise Security & Splunk UEBA
- Minimum of Splunk Power User Certification
- Good knowledge in programming or Scripting languages such as Python (preferred), JavaScript (preferred), Bash, PowerShell, Bash, etc.
- Assist in remote and on-site gap assessment of the SIEM solution.
- Work on defined evaluation criteria & approach based on the Client requirement & scope factoring industry best practices & regulations
- Assist in interview with stakeholders, review documents (SOPs, Architecture diagrams etc.)
- Asist in evaluating SIEM based on the defined criteria and prepare audit reports
- Good experience in providing consulting to customers during the testing, evaluation, pilot, production and training phases to ensure a successful deployment.
- Experience in onboarding data into Splunk from various sources including unsupported (in-house built) by creating custom parsers
- Verification of data of log sources in the SIEM, following the Common Information Model (CIM)
- Experience in parsing and masking of data prior to ingestion in SIEM
- Provide support for the data collection, processing, analysis and operational reporting systems including planning, installation, configuration, testing, troubleshooting and problem resolution
- Assist clients to fully optimize the SIEM system capabilities as well as the audit and logging features of the event log sources
- Assist client with technical guidance to configure their log sources (in-scope) to be integrated to the SIEM
- Experience in SIEM content development which includes :
- Hands-on experience in development and customization of Splunk Apps & Add-Ons
- Builds advanced visualizations (Interactive Drilldown, Glass tables etc.)
- Build and integrate contextual data into notable events
- Experience in creating use cases under Cyber kill chain and MITRE attack framework
- Capability in developing advanced dashboards (with CSS, JavaScript, HTML, XML) and reports that can provide near real time visibility into the performance of client applications.
- Sound knowledge in configuration of Alerts and Reports.
- Good exposure in automatic lookup, data models and creating complex SPL queries.
- Create, modify and tune the SIEM rules to adjust the specifications of alerts and incidents to meet client requirement
- Experience in creating custom commands, custom alert action, adaptive response actions etc.
Qualification & experience:
- Minimum of 3 years’ experience in Splunk and 3 to 5 years of overall experience with knowledge in Operating System and basic network technologies
- Experience in SOC as L1/L2 Analyst will be an added advantage
- Strong oral, written and listening skills are an essential component to effective consulting.
- Good to have knowledge of Vulnerability Management, Windows Domains, trusts, GPOs, server roles, Windows security policies, user administration, Linux security and troubleshooting
- Certification in any other SIEM Solution such as IBM QRadar, Exabeam, Securonix will be an added advantage
- Certifications in a core security related discipline (CEH, Security+, etc.) will be an added advantage.
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.
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EY Senior Busi Analyst - Client Tech Global United States, Pennsylvania, Philadelphia
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Review evaluations of business models, processes and operations to develop a comprehensive understanding of business needs and requirements and maintain an understanding of the technical implications of risks, assumptions and dependencies. Translate sophisticated business requirements into technical requirements and specifications, supplying to system architectural design and development. Build links with business partners and subject matter experts to assemble, understand, document and analyze business requirements and support the business to envision future state and what they need to change to support it. Review the production of technical specifications to guide system architectural design and development and reviews quality assurance tasks to ensure completeness of requirements. Identifies processes and information technology required to introduce solutions and recommends modifications to systems and processes for efficiency, scale, and performance. Maintain an understanding of risks, assumptions, and dependencies associated with the business and technical requirements, identifies any blockers and flags as appropriate, and assists with scope management activities including the identification and impact assessment of change. Review insights on whether solutions and technologies being implemented are meeting business requirements and provides recommendations on how to improve current processes.
Full time employment, Monday – Friday, 40 hours per week, 8:30 am – 5:30 pm.
MINIMUM REQUIREMENTS:
Must have a Bachelor’s degree in Business Administration, Computer Science, Data Science, Engineering, Information Technology, Mathematics, Statistics or a related field and 5 years of progressive, post-baccalaureate related work experience. Alternatively, will accept a Master’s degree in Business Administration, Computer Science, Data Science, Engineering, Information Technology, Mathematics, Statistics or a related field and 4 years of related work experience.
Must have 4 years of experience developing technical requirements and specifications, including knowledge of software engineering methodologies, reporting tools, modelling and testing.
Must have 4 years of experience partnering with business technology leaders, solution delivery leads and architects in the definition and delivery of long-term technology strategies for one or more portfolios.
Must have 4 years of experience gathering and interpreting business requirements at a consulting or professional services firm, at least 1 year of which must be in the tax or finance domain.
Must have 4 years of experience with product development and delivery framework especially Agile framework, DevOps practices and micro services.
Must have 4 years of experience with industry-standard business analysis techniques including user stories, use cases, and UML/logical modeling.
Must have 4 years of experience delivering IT solutions, providing comprehensive technical advice and understanding user requirements.
Must have 1 year of experience articulating ideas and presenting strategies, both written and verbal, at all organization levels.
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 $167,700.00 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".
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JPMorgan Customer Success Manager - Healthcare payments Senior Associ... United States, Pennsylvania, Philadelphia
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As a Internal Audit Manager within the Cloud Infrastructure team, you will specialize in providing Cloud audit coverage. You will also be responsible for planning and managing Audits, partnering with auditors in other business areas to test infrastructure risk and control assessments which will give you an opportunity to work with various technologies including Cloud, Operating Systems, Databases, and Network Components
Job Responsibilities
- Support the subject matter expert Cloud audit capabilities within the department
- Manage end-to-end Audits in a risk focused manner and to a high standard in accordance with department and professional standards
- Engage and communication with stakeholders relating to the audit scope, risks and issues
- Evaluate, test and report on the adequacy and effectiveness of the control environment
- Analyze Risks and proactively identify the root-cause of issues with a view to providing recommendations for improvement where weaknesses are identified
- Finalize Audit findings and use judgment to provide an overall opinion on the control environment
- Communicate Audit results and issues, both verbally and in writing, to Audit management and senior stakeholders
- Implement and execute an effective program of Continuous Auditing for assigned areas including monitoring of key metrics to identify control issues and adverse trends in the control environment and keeping abreast of key initiatives and pertinent industry and regulatory developments
- Establish and maintain key relationships with stakeholders and colleagues, establishing a culture of engagement while adding value, effective teamwork and innovative thinking
- Identify potential automation opportunities and formulate requests in a timely manner for the development of audit software to benefit the Audit process
Required Qualifications, Capabilities and Skills
- Extensive Technology, Audit, or Risk experience
- Bachelor's degree in Technology or related field
- Experience working with and auditing cloud technologies (AWS, Google and Azure)
- Knowledge of Software-as-a-Service products including auditing of Microsoft 365
- Recognized system security certification (CISA, CISM, CISSP etc.)
- Recognized cloud security certification (CCSP, CCSK, AWS certifications etc)
- Experience with Technology Infrastructure Risk and Controls, including administration of Cloud, Network, O/S (Windows or LINUX/UNIX) and Database,
- Knowledge of technology controls, infrastructure technology, technology governance and assessments, various infrastructure tools & platforms
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JPMorgan Senior Home Lending Advisor - Northeast Branches United States, Pennsylvania, Philadelphia
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Job Summary
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
- Coaches and mentors the branch team by providing training on products and services.
- Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
- Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
- Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
- Builds role as the internal and external mortgage expert and maintains good relationships with customers.
- Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent work experience in sales and/or real estate
- 3+ years of mortgage lending and proven sales experience in retail banking
- Knowledge of real estate market in local area
- Excellent written and oral communication skills
- Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
- FHA/VA sales experience
- Marketing, promoting, relationship building, and consulting skills
- Intermediate PC skills in a Windows environment
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: .
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Teva Senior Manager Biosimilars Regional Account Management - Nor... United States, Pennsylvania, Philadelphia
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The Senior Biosimilar Regional Account Manager is responsible for recruiting, coaching, managing and training Biosimilar regional Account managers (BRAMs).
All areas of responsibility listed below are essential to the satisfactory performance of this position by any incumbents with reasonable accommodation if necessary. Any non-essential functions are assumed to be included in other related duties or assignments.
- The Senior Regional Manager leads a team of BRAMs that are responsible for creating successful partnerships between Teva and identified customers to promote Teva's product portfolio of biosimilar products
- Responsible for contributing to the achievement of TEVA’s overall annual business objectives
- Clarifies and sets team objectives/expectations, formulates and executes a strategy to ensure performance targets are met/exceeded.
- Provides guidance/coaching in the creation and development of account plans, execution of plans through effective coordination, collaboration and communication. Monitors account plans to ensure objectives and performance targets are achieved.
- Coaches BRAMs on understanding external environmental forces, and emerging trends that affect the healthcare, biotechnology industries and Teva’s markets, products, and operations.
- Models behavior that encourages honest, timely, and specific feedback and establishes expectations for others to do the same.
- Provides frequent individual coaching and feedback that empowers the BRAM’s ability to achieve objectives. Utilizes the following tools but not limited to: monthly business plans, annual and semi-annual performance reviews
- Develops and helps Direct Reports achieve their Individual Development Plans
- Recruit, interview, hire, develop and retain top talent.
- Partners and works cross-departmentally with Sales, Marketing, Market Access, National Account Directors, and Regional Account Managers to insure customers are served appropriately, uncovers opportunities for new sales growth, develops strategies to insure customers receive appropriate solutions to their needs with Teva products.
- Anticipates and responds to changing market conditions by:
- Maintaining an awareness of biosimilar marketplace dynamics to provide guidance to direct reports to ensure business strategies are adapted to maximize opportunities and reduce threats
- Having a deep understanding of customers’ needs and expectations
- Implementing forward thinking business strategies
Territory- current territory includes Maine, Vermont, New Hampshire, Massachussetts, New York, New Jersey, Rhode Island, Delaware, Connecticut, Pennsylvania, and Maryland
*territory boundaries are subject to change based on business need
Any equivalent combination of education, training and/or experience that fulfills the requirements of the position will be considered.
Education/Certification/Experience:
- Bachelor’s degree, preferably in business or a scientific discipline, MBA preferred
- A minimum of 5 years pharmaceutical/biotechnology sales and/or account management experience
- Demonstrated track record of success, leading teams and developing talent
- Experience in executing and implementing business contracts
- Strategic account management experience in developing and implementing account-specific business plans as well as the ability to coach and support others in doing the same.
- Minimum 2 years of people management experience preferred
- Buy-and-bill experience highly preferred
Skills/Knowledge/Abilities:
- Effective verbal and written communication skills and organizational abilities
- Understanding of financial concepts and contracting issues specific to pharmaceutical distribution
- Understanding of patient drug access, and healthcare provider payment/payer reimbursement
- Understanding of ASP, NCR, and reimbursement dynamics within IDN and clinic spaces.
- Ability to travel within region on a regular basis which will include frequent overnight travel
PHYSICAL REQUIREMENTS:
Occasional:
- Sitting for extended periods of time at work station or mobile equipment.
Visual Acuity:
- Perform activities such as computer work, preparing and analyzing data, and extensive reading.
WORKING ENVIRONMENT
- May be required to wear personal protective equipment (PPE) as needed on site visits (i.e. safety glasses, hearing protection, gloves, etc.).
The annual starting salary for this position is between $148,000 – $194,000 annually. Factors which may affect starting salary within this range and level of role may include geography/market, skills, education, experience and other qualifications of the successful candidate.
We offer a competitive benefits package, including:
- Comprehensive Health Insurance: Medical, Dental, Vision, and Prescription coverage starting on the first day of employment, providing the employee enrolls.
- Retirement Savings: 401(k) with employer match, up to 6% and an annual 3.75% Defined Contribution to the 401k plan.
- Time Off: Paid Time Off including vacation, sick/safe time, caretaker time and holidays.
- Life and Disability Protection: Company paid Life and Disability insurance.
- Additional benefits include, but are not limited to, Employee Assistance Program, Employee Stock Purchase Plan, Tuition Assistance, Flexible Spending Accounts, Health Savings Account, Life Style Spending Account, Volunteer Time Off, Paid Parental Leave, if eligible , Family Building Benefits, Virtual Physical Therapy, Accident, Critical Illness and Hospital Indemnity Insurances, Identity Theft Protection, Legal Plan, Voluntary Life Insurance and Long Term Disability and more.
The internal career site is available from your home network as well. If you have trouble accessing your EC account, please contact your local HR/IT partner.
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Truist Senior Investment Manager United States, Pennsylvania, Philadelphia
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Regular or Temporary:
English (Required)
1st shift (United States of America)
Please review the following job description:Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) and Ultra High Net Worth ($25+MM in AUM) clients and deepen existing client relationships in the Reserve and GenSpring segments of Truist Wealth. Deliver advice proactively based upon financial planning and a holistic view of the client’s circumstances. Will typically manage a client base of approximately 40-75 relationships with assets under management averaging $800 million and revenue responsibility averaging $5 million. They should be sought out by peers and co-workers for advice and assistance relating to investment expertise and client solutions.
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. Critical partner in new business development and acts as a primary source for investment communication. Assists the Wealth Advisor in acquiring Reserve and GenSpring level, prospective clients.
4. Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client’s unique situation. Execute on strategic and tactical asset allocation.
5. Manage the daily trading activities in discretionary, non-discretionary, and trust-based portfolios.
6. Responsible for building a rapport with each of his or her base of client families prior to capital deployment which will help ensure long-lasting client/trusted advisor relationships.
7. Implement investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle.
8. Based on investment reviews withclients, recommend, establish, monitor and adjust investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment, portfolios.
9. Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures.
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 and equivalent education or related training
2. Ten years of investment experience, which should include experience as an investment advisor, portfolio manager, or other investment-related activities with a focus on high net worth and ultra-high net Worth clients. Demonstrates superior investment skills and knowledge and displays expert interpersonal capabilities.
3. Possesses both strong portfolio management skills as well as robust business development capabilities. A Senior IM is client-focused, detail-oriented, and excels at interpersonal communication. The role requires a multi-product focus that incorporates equities, fixed income, foreign exchange products, derivatives, structured products, alternative investments, private equity and hedge fund strategies.
4. An expert-level investment professional, who:
• Has a track record of working with clients with at least $10MM and often greater than $25MM in investible net worth.
• Is able to synthesize complex investment and economic strategy from internal and external sources to inform portfolio management decisions.
• Is able to communicate sophisticated and complicated investment and economic concepts in a client-centric manner that is straight-forward, thoughtful, and relatable.
• Is an active team player in identifying the need for and articulating to clients and teammates the investment implications of sophisticated financial solutions, such as GRATs, CRUTs, IDGT, and complex insurance strategies.
• Is able to navigate the complexity of the organizational structure to coordinate resources, problem solve, and deliver to clients the highest level of client service.
• Is intensely focused on building brand internally and externally.
a. Builds rapport, relationships, and credibility internally and externally.
b. Is a visible bank presence within the immediate community and is recognized as a representative of Truist investment thought leadership.
c. Engages consistently and frequently in external networking opportunities.
d. Speaks occasionally at Truist sponsored-events about market and economic issues.
• Is recognized as possessing an appropriate executive presence that facilitates a perception of expertness, trustworthiness, credibility, and sensitivity to others.
• Is entrepreneurial in approach and displays a high-level of business acumen in recognition of one’s own behaviors and the connection to Truist Wealth’s business strategy.
• Is viewed as a leader among peers.
• Successfully engages prospects in the client acquisition cycle.
5. Series 65 licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position.
Preferred Qualifications:
1. MBA/CFA and/or equivalent professional designation
2. Combination of buy and sell-side experience
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Senior Analyst - Financial Services Organization – AI and Data – Service Delivery Center
You’ll architect and deploy production-grade AI agents and multi-agent systems that transform financial services. Working with cutting-edge LLMs and agentic frameworks, you’ll build autonomous systems that process millions of transactions, make intelligent decisions, and continuously learn from real-world financial data. This is your chance to shape how AI reshapes global finance.
Build Autonomous Financial AI Systems
- Design and implement multi-agent architectures using LangChain, AutoGen, or CrewAI for complex financial workflows
- Deploy production-ready LLMs fine-tuned for financial domain expertise (loan underwriting, risk assessment, regulatory compliance)
- Create RAG (Retrieval-Augmented Generation) systems that connect AI agents to enterprise knowledge bases and real-time market data
- Implement agentic reasoning systems capable of autonomous decision-making within regulatory boundaries
Scale AI Solutions for Enterprise Impact
- Deploy AI agents serving millions of customers with sub-second latency requirements
- Build robust MLOps pipelines for continuous model improvement and A/B testing
- Implement comprehensive monitoring and observability for autonomous systems
- Optimize inference costs while maintaining performance SLAs
Drive Innovation in Financial AI
- Prototype breakthrough applications: AI-powered trading assistants, autonomous compliance monitors, intelligent fraud detection agents
- Collaborate with financial domain experts to translate complex regulations into AI agent behaviors
- Contribute to EY’s AI research initiatives and patent applications
- Present solutions to C-suite executives at major financial institutions
Core Skills (Must-Have)
- 3-5 years of Python programming with production deployment experience
- Hands-on experience with LLMs: GPT-4, Claude, Llama, or similar foundation models
- Agentic AI frameworks: LangChain, AutoGen, CrewAI, or similar multi-agent orchestration tools
- Vector databases: Pinecone, Weaviate, or Chroma for semantic search at scale
- Cloud platforms: AWS SageMaker, Azure OpenAI Service, or Google Vertex AI
- MLOps practices: Model versioning, A/B testing, drift detection, and continuous deployment
Preferred Skills (Nice-to-Have)
- Experience with financial services applications (trading, risk, compliance, or banking)
- Knowledge of prompt engineering and in-context learning optimization
- Familiarity with model fine-tuning techniques (LoRA, QLoRA, PEFT)
- Understanding of AI safety practices and responsible AI frameworks
- Experience with real-time streaming architectures (Kafka, Flink)
- Contributions to open-source AI projects
- 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
- Certification in any database management system, reporting or data visualization, or programming/statistical language
- Working knowledge or certifications in cloud technologies such as Snowflake, Databricks, AWS, or Azure
- Experience with generative AI models and techniques, including GANs and Transformers
- Understanding of the ethical implications of generative AI and commitment to responsible AI practices
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
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 $65,500 to $134,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $78,600 to $152,100. 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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