Senior Data Analyst jobs in United States, California, San Jose
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JPM
JPMorgan US Private Bank - Banker Professional Analyst United States, California, San Francisco
Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting. Assist in account opening process and internal preparation to facilitate subsequent investments. Monitor client accounts and provide...
Assess and analyze New/Modification Credit exposures, including analysis of Collateral, Market, Sponsor/Guarantor to support proposal to extend Credit. Support Credit Officer on screening memos and term sheets. Data capture for...
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...
Analyzes client's financial performance by comparing it to past performance, projections, and industry standards. Reviews financial statements, assesses the client's compliance with financial covenants, and renews risk ratings, while recommending...
Providing our clients with domestic federal tax advice and guidance tailored to their unique needs. Keeping up to date with ongoing trends and changes to legislation that will affect planning...
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...
Independently lead complex technical initiatives for the entire organization and across domains. Drive technical direction and roadmap, leads across domain teams and guides others towards the right technical decisions. Authors...
Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting. Assist in account opening process and internal preparation to facilitate subsequent investments. Monitor client accounts and provide...
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