Job Search Results for financial services

The Manager of Partner Oversight Tooling and Strategy position is part of the Risk and Remediation team within Global Strategy and Performance team. This team focuses on driving broad process... More excellence and managing large risk-related initiatives for Merchant Services. The purpose of this organization is to drive global acceptance for all American Express payment solutions while delivering value to our merchants & partners simply, securely, and seamlessly. The newly created role of Manager of Partner Oversight Tooling and Strategy will be responsible to oversee the effectiveness of the due diligence processes which assess risk and security programs of our network partners related to Compliance, Financial Crimes, Sanctions Screening, Fraud, Privacy and Infosec. This role will help define the strategy for effective controls, including the development of reporting, ensuring the appropriate tools to manage the due diligence processes, and providing change management and PMO support for implementation of program enhancements. The role will be coordinating closely with Due Diligence Operations teams, Business Development, Product and Compliance teams as well as other subject matter experts as needed. Responsibilities include but are not limited to: -Developing impactful and actionable strategic recommendations for process enhancements, ensuring effective monitoring and controls across the due diligence programs, and liaising closely with Due Diligence Operations teams to ensure consistency and conduct quality checks. -Establishing reporting that will monitor the execution, progress, and outcomes of due diligence reviews for new and existing partners. -Developing and preparing due diligence reporting to inform Risk Forums and Committees and ensure robust governance across due diligence programs. -Develop and manage a capability roadmap to implement the tools needed to support the due diligence processes in assessing the risk of prospect/partner, collecting and storing necessary documentation, and enabling timely/accurate tracking of outcomes. Ideally the candidate would have experience with Power BI, Excel, Tableau, SQL, Python ? creating dashboards and reports in a operations or compliance environment.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We're looking for a DevOps Engineer to join a leading Financial Services company to build and operate the core cloud infrastructure capabilities that enable enterprise-wide cloud adoption. Your focus... More will be on designing, building, and maintaining reusable cloud platform modules, automations, and infrastructure components with strong compliance and security practices in place. This role drives the foundation to simplify cloud usage for other teams.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a marketing professional to support the efforts within its Private Wealth business of a large Alternative Assets Manager in NYC. This role will be responsible for executing... More marketing campaigns that drive client acquisition and servicing efforts with financial advisors and their clients:- Support strategic positioning, planning, and execution of the channel marketing strategy.-Support the amplification of educational content with advisors and RIAs.- Support the development of and execution of Blackstone-hosted virtual and in-person events and partner firm sponsorships.-Project manage initiatives through Blackstone and partner firm compliance approval processes.-Manage the advisor email marketing calendar and make recommendations based on analytics.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a passionate and highly motivated Product Manager for a long-term contract opportunity supporting a chat bot implementation for a well-known consumer credit card. You will... More be working for a prestigious global financial institution within a Platform Services division dedicated to co-branded consumer credit cards.You will join their Product Management organization focused on CRM, Dispute Management Systems, Phone Systems, and Chat. You will tackle a variety of exciting challenges on the roadmap, some with established solutions and others ripe for strategic input from discovery.The organization recently implemented a new chat platform and are looking for ways to integrate more AI and Gen-AI to the platform. The goal of this project is to increase the volume and success of cardholders self-servicing issues and customer service inquiries through the chat platform (chat containment) while maintaining a high level of customer satisfaction. This role offers a vibrant, fast-paced, and driven team culture with the potential for continuous contract extensions. You will have the chance to contribute your ideas, lead projects end-to-end, and work closely with a dedicated engineering team. Plus, this role offers the flexibility of remote work 2 days/week.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Our client is leading global Private Equity & Investment Firm seeking a highly motivated expert within Accounting Policy & Strategy to join at the Principal or Director level, dependent on... More experience. This position will provide technical and strategic support to the asset side, specifically the Insurance pillar of the firm. The ideal candidate will have a background in Accounting Policy within Insurance or Asset Management. The role offers the unique opportunity to interact frequently with executives in the Office of the CFO, Office of the CEO, Deal Team, and Legal department to advise on accounting policies and support strategic financial initiatives.The firm consistently pursues complex, bespoke, and exotic transactions with impacts across GAAP and statutory reporting. Volume is high and expected to grow. This requires a creative thinker who thrives in a fast pace and can consistently innovate on their approach quarter over quarter.While the role is heavily focused on technical accounting and requires deep knowledge in GAAP standards, the organization has successfully implemented AI tools to help prepare memos and update accounting policies. This frees up significant time for the team and this role to primarily focus on critical thinking, research, and strategic meetings to understand transactions and advise on the firm's accounting policy and strategy accordingly. The ideal candidate will be comfortable embracing new technologies to drive efficiencies across the firm. Key Responsibilities? Technical Accounting Policy Development & Oversight- Lead the development, implementation, and maintenance of global accounting policies in accordance with US GAAP and IFRS.- Monitor changes in accounting standards and assess their impact on the firm?s financial initiatives.- Leverage company AI tools for documentation and memo preparation.? Strategic Advisory- Partner with senior finance leaders and business units to evaluate the accounting implications of new transactions and strategic initiatives.- Provide technical accounting guidance on complex areas such as consolidation, revenue recognition, fair value measurement, and financial instruments.? Governance and Compliance- Serve as a key liaison between external auditors to ensure compliance and alignment on complex accounting policies and challenges. Key Deliverables for Success? Ability to create connection with the Front Office and Executives across the Business and Finance organizations.? Ability to effectively communicate, gather information, and execute independently.? Quality of advice balanced with risk and commercial considerations.? Ability to create consensus across functions and external auditors.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We are hiring External Auditors at the Senior Associate level for one of our big 4 customers upcoming busy season. They will support a variety of clients in the ASSET & WEALTH MANAGEMENT (AWM) ... More sector ranging from small, fast-growing clients, to large entities. Location: These roles are REMOTE, with primary demand in New York, Chicago, Boston, and the Midwest. For candidates located elsewhere, candidates must be able to work on East Coast hours.In-Person Office Work: Not required, but candidates who are open to working a few days a week in-office are preferred.Start Date: JanuaryEnd Date: March/AprilHours: Expected weekly hours range from 40 to 55, but may vary depending on team needs. As these roles are part of the Audit Busy Season, the potential for long hours and weekend work is expected. Overview:Demonstrates thorough knowledge and/or a proven record of success of Generally Accepted Accounting Principles in the United States (U.S. GAAP), United States Generally Accepted Auditing Standards (U.S. GAAS) and the Public Company Accounting Oversight Board (PCAOB) standards, emphasizing an overall extensive understanding - for the respective industry - of the applicable business and accounting issues, and technical accounting and financial reporting standards.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a DevOps Lead to join our consulting team in Montreal and play a pivotal role in bridging technical expertise between engineering teams and high-profile clients in... More industries like major insurance and financial services. This role is ideal for someone who excels at building connections, translating technical complexities into actionable strategies, and delivering impactful client-facing presentations.As a DevOps Lead, you will not only drive DevOps strategies and solutions but also act as a key point of contact for clients, offering insights and showcasing recommendations tailored to their needs. Youll ensure seamless communication between technical stakeholders, providing clarity and guidance while representing our team with professionalism and expertise.- Act as the primary liaison between technical teams and clients, ensuring alignment on project goals and technical solutions.- Present strategies, recommendations, and technical insights to clients in a clear and compelling manner.- Lead and mentor engineering teams, providing architectural and strategic guidance while empowering them to execute hands-on tasks.- Oversee and review code when required, ensuring adherence to best practices without direct coding responsibilities.- Drive containerization efforts using Docker and Kubernetes, ensuring scalable and efficient solutions for enterprise environments.- Design and implement optimized cloud-based solutions leveraging Azure, catering to the needs of Microsoft-heavy clients.- Work collaboratively with client technical teams, making arguments, facilitating discussions, and helping to align on implementation plans and outcomes.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking a Portfolio Presentation Analyst for one of their top financial services clients to support the uplift of project management processes within their organization. This role... More is critical to ensuring accurate, timely, and visually compelling reporting for executive forums while driving automation through Power BI dashboards. The position will contribute by creating accurate, visually stimulating and compelling decks while also helping to transition manual reporting into streamlined, automated solutions.Key ResponsibilitiesCreate and manage presentation decks for project portfolio updates, governance forums, and leadership meetings.Gather and organize project data from multiple sources to ensure accurate and timely reporting.Collaborate with internal teams to maintain consistency in messaging and branding.Support automation efforts by utilizing Power BI dashboard development and data visualization.Pay ranges from $30-40/hr based on qualifications and years of experienceWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is hiring an experienced M365 Engineer to join the Workplace Applications Engineering team at a leading financial institution. This team drives innovation in communication and... More collaboration technologies. In this role, you will manage Microsoft 365 environments by applying the latest policies, configurations, and features to ensure optimal functionality, security, and system health. You will design, engineer, and implement solutions in collaboration with global cross-functional teams. During incidents, you will provide support and act as an escalation point for first- and second-level support teams. Additionally, you will be responsible for scheduling, coordinating, and clearly communicating changes within the environment.The ideal candidate has over 7 years of hands-on experience with Microsoft 365 services, including Exchange Online, Teams, SharePoint Online, and OneDrive for Business. They possess a strong understanding of M365 operations and architecture, and can effectively support and optimize these platforms. In addition to core M365 expertise, the candidate should demonstrate proficiency in at least one of the following areas: Microsoft Copilot, collaboration platforms, monitoring, or automation. Experience working with global, cross-functional teams and the ability to document and execute operational solutions are essential.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking a Technical lead to join a Canadian Boutique financial institution. he Finance Enablement team specializes in the digital delivery of financial services to fintech partners... More and internal business units across North America. They support a secure and scalable interface for managing a wide range of financial transactions, including Bill Payments, EFTs, Interac eTransfers, Wire Transfers, and CAD/USD Credit and Debit payments through modern APIs.As part of the Finance Optimization Program, a multi-year modernization initiative, the team is focused on automating financial processes, reducing operational risk, and building a centralized data platform. This program spans four core streams: Treasury, Regulatory Reporting, Accounting, and FP&A, and includes over 25 targeted initiatives involving full-stack data integration, enterprise reporting automation, and regulatory data alignment. The Technical Lead will play a critical role in supporting solution architecture, design governance, and delivery excellence across this program, with a specific focus on Treasury-related initiatives.Key ResponsibilitiesArchitecture & Solution DesignLead the technical design of Bloomberg API integration and data flow architecture.Build and optimize databases and pipelines to support real-time dashboards and system integrations.Define and implement scalable API interfaces for internal consumption.Development & DeploymentDevelop solutions using Java, Docker, SQL, and Terraform.Oversee application packaging, versioning, and deployment across environments.Ensure alignment with internal infrastructure and deployment practices.Stakeholder CollaborationWork closely with Treasury, Finance, Engineering, QA, IT Ops, and Bloomberg technical teams.Partner with BSAs, PMs (e.g., Lei), and Tech Leads (e.g., Francois) to translate business requirements into technical solutions.Support cross-functional use of Bloomberg data for trading and audit purposes.Process OptimizationStreamline manual finance processes and enable scalable service delivery.Ensure integration supports audit-readiness and regulatory compliance.Quality Assurance & GovernanceCollaborate with QA to validate test cases and ensure robust integration.Participate in architecture review boards and design governance processes.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less