U.S. Bank

Research Analyst

• Lead quantitative and qualitative underwriting of investment managers, including evaluation of performance drivers, portfolio construction, risk management, and process consistency.
• Conduct operational due diligence across business operations, compliance frameworks, valuation practices, technology infrastructure, and service providers.
• Support portfolio construction and manager implementation within a multi-asset OCIO framework.
• Maintain ongoing monitoring of approved managers through formal reviews, event-driven reassessments, and watch list oversight.
• Prepare investment committee materials, manager evaluations, scorecards, and strategic recommendations.
• Collaborate with internal investment, portfolio management, risk, compliance, and client teams.
• Mentor junior analysts and contribute to the ongoing enhancement of research frameworks and due diligence processes.
• Serve as a recognized subject matter expert across traditional asset classes, delivering internal investment updates, client presentations, market outlooks, and strategic positioning insights.
• Act as a market strategist within assigned asset class coverage, maintaining differentiated perspectives on macroeconomic conditions, valuation environments, and market cycles.
• Translate market developments into actionable manager research themes and investment recommendations for internal stakeholders and clients.
• Demonstrate expertise through published market commentary, white papers, presentations, or a track record of influencing investment outcomes.
• Represent the firm externally as a trusted investment strategist and thought leader.

Senior Research Analyst

Financial Planning and Analysis

• Perform financial forecasting, planning, and variance analysis for Wealth Management balance sheet, interest income, and associated key metrics
• Maintain and create product level returns, with appropriate capital allocations, for Wealth Management lending products
• Produce weekly, monthly, and quarterly reports for Wealth Management performance
• Monitor and analyze business-level performance, identify trends, risks and opportunities
• Develop and maintain financial models to evaluate strategic decisions, such as relationship lending or deposit pricing strategies
• Prepare management reports, presentations and ad-hoc analyses for senior leadership
• Collaborate with cross-functional teams (e.g. Treasury, Risk, HR, Controllership, Portfolio Management) to support forecast/planning process, month-end close activities and relationship profitability analysis
• Drive process improvements, such as enhancing reporting tools or simplify operations to focus on high-impact areas

Finance Manager

Business Intelligence Analyst

• Prepare and review financial statements (e.g., statement of assets and liabilities, schedule of investments, statement of operations, statement of changes in net assets, statement of cash flows, accompanying financial footnotes and tailored shareholder reports) and the accompanying support packages for client shareholders and the SEC in order to comply with GAAP and regulatory reporting requirements
• Ensure compliance with SEC, GAAP, and regulatory reporting requirements
• Coordinate with external auditors and manage audit processes
• Maintain internal controls over financial reporting
• Monitor changes in accounting standards and assess their impact on reporting processes
• Prepare ad hoc financial reports and analysis for senior management and stakeholders
• Provide training and technical guidance to new staff regarding changes in regulations and procedures

Financial Reporting Analyst

Analyst

• Calculating and projecting income and capital gain distribution estimates for clients.
• Accurately and timely calculating, reconciling and paying out dividends and capital gains for ETF and mutual fund products.
• Including preparing and processing dividend and capital gain distribution files.
• Validate distribution rates, components, and tax classifications (e.g., ordinary income, qualified dividends, capital gains, return of capital) and review vendor reporting and income projections.
• Collaborating with fund administrators, tax administrators, fund accountants, transfer agents, custodians, index providers and exchanges.
• Support daily financial operations for ETF and mutual fund products by processing invoices, managing vendor relationships, and ensuring accurate allocation of fund expenses.
• Maintain organized records and ensure compliance with internal controls.
• Work closely with internal teams and external service providers.
• Developing knowledge to empower you to mentor teammates, use problem-solving skills and begin to communicate effectively with mid-level and senior-level Fund Administrators.

Distribution and Expense Services Analyst

• Accountable for end-to-end technology services supporting European Finance and application service management, and delivery for European-owned applications.
• Shape and maintain a multi-year roadmap covering Finance applications, integrations, data, controls, and architecture evolution.
• Provide transparent portfolio reporting: progress, risks, dependencies, financials and outcomes.
• Ensure capability with the Operational Control Framework across vulnerability resolution, operational resilience while driving improvement through automation, standardisation, and reduction of technical debt.
• Support strategy planning and execution across the CIO department priorities.

Head of Application Service and Finance Technology

Product Marketing

• Define SMB segments/ICP, priority use cases, and persona needs (e.g., owner, GM, practice manager), including clear jobs-to-be-done
• Own the positioning architecture vs. alternatives/competitors; write and maintain the messaging framework and ensure consistency across channels
• Lead packaging and pricing recommendations; partner with Product and Finance on offer design and monetization
• Own end-to-end launch plans (tiering, success metrics, readiness); drive post-launch iteration to improve adoption and performance
• Create repeatable plays, pitch decks, talk tracks, objection handling, and competitive battlecards—optimized for fast SMB sales motions and partner delivery
• Run/partner on customer discovery, win/loss, and competitive intelligence; turn insights into roadmap input and GTM actions
• Partner on onboarding, in-product messaging, retention, and expansion motions—accounting for SMB churn dynamics and implementation constraints
• Support business process questions sales presentations and messaging deliverables, and training content planning and delivery
• Partner closely with Product, Sales, Channel, and Marketing to ensure alignment, execution readiness, and measurable outcomes in a matrixed organization

Compliance

• Requires in-depth knowledge of Access Management/IAM Portal, ServiceNow, and Power App/SharePoint applications
• Reviewing and processing Access Management requests
• Facilitating, documenting, and communicating clean-up projects
• Delivering consistent, high-quality business-as-usual (BAU) servicing
• Maintaining strong audit readiness, compliance execution, and effective remediation of customer-impacting access issues
• Analyzing business needs, scheduling meetings, planning agendas, and conferring with business line leaders

Regulatory Review Representative, Level 5

Project Manager

• Participate in the planning, design, development, and delivery of assigned construction and physical space projects.
• Manage performance of the project team and evaluate overall team performance.
• Establish and maintain the governance framework for real estate projects.
• Oversee performance of outsourced project management teams and internal stakeholders across the full project lifecycle.
• Provide financial governance oversight for the project portfolio.
• Oversee bid leveling and participate in the selection of general contractors and key vendors.
• Collaborate closely with Workplace Design and other functions to ensure seamless coordination and alignment.

Project Management Governance

Product Manager

• Serve as a key Partner for the EDO MDM office partnering with business line data owners, technology and EDO Data Products Enablement teams to make master data a trusted, value-generating asset at scale — treating Lines of Business (LOBs) as customers and data quality as a measurable outcome.
• Define the MDM Vision & Roadmap — Shape the multi-year MDM roadmap aligned to LOB priorities, enterprise AI, and digital transformation initiatives.
• Run Golden Record Domains as Products — Establish clear value propositions, roadmaps, SLAs, and adoption metrics for each data domain.
• Translate Business Needs into MDM — Ensure match rules, survivorship logic, and reference data hierarchies reflect the bank's commercial, regulatory, and operational priorities.
• Prioritize Data Domains — Direct MDM investment where it matters most based on business value, regulatory requirements, and strategic impact.
• Stakeholder Engagement — Build alignment across CRM, underwriting, servicing, analytics, and risk teams around shared MDM data standards, ownership models, and consumption frameworks.
• Data Governance Partnership — Collaborate with the EDO Data Governance team to define how master data decisions are made, escalated, and enforced enterprise-wide.
• Backlog & Delivery Management — Actively manage the MDM product backlog through the agile delivery lifecycle, ensuring delivery is tied to LOB use cases and measurable business outcomes.
• Measurement & Optimization — Define and track product SLAs across freshness, accuracy, match confidence, and availability; leverage OKRs and North Star Metrics to drive roadmap priorities and performance.

MDM Product Manager

Artificial Intelligence

• Supports the Business Banking Sales organization by identifying, prioritizing, and implementing AI-driven solutions
• Enhances sales effectiveness, operational efficiency, and client experience
• Collaborates cross-functionally to develop, pilot, and scale AI & ML initiatives
• Monitors and measures the impact of implemented solutions
• Tracks adoption metrics and business outcomes, providing regular updates to leadership
• Prepares executive-level presentations and status updates

Business Banking Leader – AI, Process Optimization

Security Engineer

• Provide executive leadership for a globally distributed, follow-the-sun security engineering and operations organization responsible for enterprise security technology platforms
• Define and execute the enterprise security technology strategy aligned to risk appetite, regulatory requirements, and business objectives
• Own the engineering, availability, and operational maturity of security platforms across boundary and network protection, endpoint security, data protection, and cloud security and advanced detection technologies
• Drive standardization, automation, modernization, and portfolio rationalization across the security technology landscape
• Enable secure cloud adoption and AI initiatives while protecting sensitive data and intellectual property
• Ensure security technologies support regulatory, compliance, and audit obligations in a highly regulated environment
• Establish and report meaningful security metrics for executive leadership and board-level audiences
• Partner with technology and business leaders to reduce risk while enabling transformation across the enterprise
• Build, develop, and retain senior leaders and technical talent, including succession planning
• Oversee significant security technology investments and external partnerships to balance resilience, risk, and value

Director of Security Technology Engineering – Operations

• Identify review requirements and processes suitable for system-driven testing, including automated and data-driven testing approaches.
• Partner with data analysts and cross-functional stakeholders to understand underlying data sources, validate data integrity, and execute system-driven testing to support review conclusions.
• Provide data testing results in a clear, and useful manner, to support review conclusions.
• Identify control, process, and data weaknesses and support root cause analysis and inform remediation insights.
• Lead and support initiatives to enhance IRRA review methodologies and enablement capabilities through the use of data, analytics, and enabling technologies.
• Provide guidance, coaching, and feedback to Analysts, ensuring consistency and adherence to IRRA standards.
• Manage multiple initiatives simultaneously, prioritizing work based on evolving organizational goals and risk priorities with limited direction.
• Contribute to operational excellence by supporting process improvement efforts that improve review efficiency, consistency, and effectiveness.

Lead Analyst – Review Enablement

IT Support

• Act as a central leader and strategic partner across ICG Credit and aligned business lines, ensuring consistent execution of credit support activities.
• Facilitate cross-functional alignment, resolve complex operational issues, and drive enterprise-wide consistency in credit operations.
• Lead the design and execution of ICG Credit’s outsourcing and AI strategy, including governance, vendor oversight, and integration with core credit processes.
• Champion transformation initiatives that enhance efficiency, scalability, and process standardization across credit support functions.
• Own the end-to-end operating model strategy, including capacity planning, resource allocation, and performance management across internal and third-party teams.
• Oversee credit support operations, including financial statement spreading and related activities across multiple Lines of Business.

Institutional Client Group Credit Support Manager

• Ensures a data-driven approach to prioritize “building the right thing” that maximizes results for both end users and internal business partners.
• Relentlessly focused on ongoing measurement and optimization of digital experiences that support seamless self-service and human-assisted customer interactions.
• Advocates for reusability of capabilities to drive cost-effective scale and speed to market.
• Leverage market and competitive insights, customer needs, and internal business priorities to establish a digital product vision.
• Vision includes definition of best-in-class, future-state user experience journey and role of experience in delivering competitive differentiation.
• Align digital product vision across other enabling functions to establish an integrated delivery roadmap.
• Regularly re-evaluates priorities during planning to optimize capacity against user and business value creation.
• Leverages OKRs (Objectives and Key Results) to drive roadmap priorities.
• Integrate digital products, platforms and capabilities to drive business value through an enhanced user experience.
• Advocates for the reusability and modernization of digital platforms and capabilities across the enterprise to improve speed to market, operational efficiency, risk / compliance adherence.
• Drives digital product development by actively managing the roadmap through the agile delivery lifecycle.
• Leverages Discovery to evaluate the best, most valuable ideas with customer centricity skillset.
• Enable the cross-channel strategy (e.g., web, mobile, voice, in person etc.) by delivering integrated digital solutions that drive adoption, engagement and growth across both digital and human customer interactions.
• Identifies initial and ongoing digital product-market fit through partnering with cross-functional teams to deliver best-in-class research deliverables such as research briefs, personas, story maps, prototyping, product chartering, and mapping experiences.
• Develops north star metric (NSM) to connect business outcomes to customer value and unify the team and stakeholders against a singular goal.
• Continuously measures actual results against target NSM to manage performance and drive progress against product vision and strategy.
• Leverage NSM and leading indicators to optimize execution and ensure teams remain focused on highest value work.

Senior Digital Product Manager – Cards Monetization, Deepening

Solutions Engineer

• Evaluate emerging technologies such as GitHub Copilot, Cursor, MCP gateway solutions, and AI developer tooling ecosystems for enterprise adoption
• Assess AI platforms and services including Azure OpenAI, AWS AI/ML services, and other LLM-based solutions
• Recommend architecture patterns based on cost, scalability, security, and risk tradeoffs
• Define reusable solution patterns and integration approaches (e.g., APIs, service-based architectures, and MCP or similar orchestration patterns)
• Design and recommend solutions with sufficient technical depth to support downstream engineering teams through implementation
• Evaluate vendor tools and ecosystem offerings for enterprise fit and long-term viability
• Translate complex technical concepts into clear recommendations for technical and non-technical stakeholders
• Assess early-stage technologies and translate exploratory findings into enterprise-ready recommendations