Job Search Results for financial services

Insight Global is seeking Operations Analysts to join a leading global investment bank and financial institution for an on-site contract opportunity in Dallas. This person will join the regulatory... More uplift team in order to provide risk and legal operational support. This role supports firmwide risk management decision-making by extracting, interpreting, and validating key risk terms from executed legal agreements. The analyst reviews post-execution contracts?including various trade, ISDA and prime brokerage agreements. This person will ensure accurate capture of risk data into internal systems that ultimately feed to various teams internally. The position requires strong attention to detail, comfort working with large datasets, and the ability to interpret complex legal and financial contract terms.Responsibilities Include:Contract Review & Data Extraction-Review post-execution, negotiated contracts and extract risk-related terms and data points.-Enter extracted data into internal risk systems, ensuring accuracy and consistency.-Extract and manage up to hundreds of data points per document (often 500?800+ fields per contract).-Support pre-execution contract reviews, assisting negotiators in identifying potential errors or risk issues before execution.Quality Control & Accuracy-Participate in a four-eyes review process, working closely with peers to validate data accuracy.-Identify and flag discrepancies, missing data, or inconsistencies in contract interpretation.-Maintain high data quality standards, as outputs directly support credit and risk decision-making.Daily & Ongoing Workflow-Review and process a set number of contracts daily, assigned at the start of each workday.-Collaborate with team members to resolve interpretation questions and ensure alignment.-Track work progress and maintain documentation of completed reviews.Reporting & Continuous Improvement-Produce weekly reporting on productivity and quality metrics, including: Number of agreements reviewed, Errors identified and corrected, Turnaround times-Participate in team discussions focused on process improvements, lessons learned, and best practices.-Contribute feedback on what is working well and where efficiencies can be gained.-Assist with process enhancements related to contract digitization, data extraction, and system integration.-Participate in user testing and validation for new tools and platforms being onboarded.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 Senior UX Designer to support a leading Bank's digital initiatives by enhancing and improving internal facing applications and experiences. This role will serve as a... More first UX touchpoint on the project, working closely with cross-functional teams to shape user flows, interaction models, and design direction. Key Responsibilities? Create wireframes, mockups, and interactive prototypes to explore and iterate on design concepts? Translate business and user needs into intuitive, scalable UX solutions? Partner closely with Product, Engineering, and stakeholders during PI Planning and delivery ? Advocate for UX best practices and user-centered design decisions? Work within existing design systems and enterprise standards? Clearly articulate design rationale and trade-offs to stakeholdersWe 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

A client of Insight Global is seeking a Procurement Manager to lead strategic sourcing, contract administration, and supplier relationship management in support of a high-visibility client account.... More The ideal candidate will drive procurement operations that support field services, category management, and long-term cost optimization initiatives while partnering closely with internal stakeholders, external vendors, and client leadership. This individual will own and manage national contracts, oversee the contract database, support vendor transitions, and lead RFPs for facilities management and service-based projects. The ideal candidate will bring experience representing the buyer, not the seller, within a commercial real estate (CRE) or facilities management (FM) environment, with a strong understanding of service procurement such as HVAC, preventative maintenance programs, and project-based delivery.The ideal candidate will be a hands-on, self-motivated problem solver who is eager to step in and improve existing processes, including bringing documentation such as Certificates of Insurance (COIs) up to date to mitigate risk. They will have at least 5+ years of experience running RFPs?preferably for large-scale, multi-million-dollar engagements?and will be comfortable independently managing the full procurement lifecycle. Strong analytical and organizational skills are required, including the ability to evaluate spend against budget, track supplier performance, and maintain contract compliance. Proficiency in Excel and Smartsheet tools is expected. This role will suit someone who is highly driven, detail-oriented, and comfortable operating in a fast-paced, client-facing environment while supporting ongoing operational improvements and continuous procurement optimization.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 for a AS400 iSeries specialist to join one of our enterprise financial clients local to Plano, TX. They will support critical AS400 systems and applications for the Global... More Markets business. This role supports the stability and availability of critical trading and transaction-processing platforms used across front, middle, and back-office functions. The focus is on day-to-day production support for AS400/iSeries environments and their upstream and downstream integrations with Linux, Unix, and Windows systems. Responsibilities include real-time monitoring, incident triage, and issue resolution when transactions fail or performance degrades. The role drives incident management end to end?opening tickets and bridges, coordinating with the appropriate technology and business teams, and providing clear, concise status updates until resolution. In addition, the position participates in scheduled contingency and disaster recovery testing, serves as primary support during assigned coverage rotations (including weekends or holidays), and leverages monitoring tools, SQL analysis, runbooks, and basic automation to restore service efficiently and reduce repeat issues.The role will involve hands-on management of critical batches, Incident Management, Monitoring of critical processes and functional releases. This role requires partnership with Infrastructure and Development partners to maintain a stable and resilient platform. A core level of AS400 resources are required during AMRS shifts to ensure critical processes are completed within SLA to avoid client, financial and regulatory reporting impact. Failure to react in a timely manner to batch issues could lead to: Client impact: Delayed delivery of client reports, in particular Daily Valuation Margin Reports, delayed notification of breaks to clients and delayed response to client queries Regulatory: Hong Kong regulator (HKEX rule 617) requires DVMR reports to be delivered before midnight Regulatory: NFRR ? Failure to make adjustments by ICE Open Interest Management reporting SLA of 5.00 AM ET and LME Commodities Position reporting SLO of.30 AM ET need to be reported to ICE and LME Exchanges Regulatory: Client Money substitution events for EMEA entities are dependent on availability of reconciliations by 6.30 AM ET Collateral Management: Unable to adjust margin calls Operational: Delays / extended hours to complete Operations processesWe 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 Power Platform Architect to join a leading financial institution in Toronto, ON on a contract basis. This individual will be responsible for leading the end-to-end design,... More implementation, and ongoing management of the organization?s Power Platform Centre of Excellence (COE).This role will play a key leadership function in defining enterprise-wide strategy, governance frameworks, and best practices across the Microsoft Power Platform ecosystem. The ideal candidate will come from a strong Microsoft/Azure background and have experience building and scaling Power Platform capabilities within a large, regulated environment.This person will partner closely with business and technical stakeholders to drive adoption, ensure platform stability, and provide advisory support on solution architecture, governance, and operational excellence. The successful candidate will bring a balance of technical depth and strategic leadership to guide the evolution of the platform across the enterprise.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 for an experienced Regulatory Reporting Analyst to join a top bank in downtown Toronto on their Liquidity team to support daily, monthly, quarterly, and annual regulatory... More and statutory reporting. This is a data heavy, technically hands on role supporting liquidity and treasury reporting, regulatory change implementation, and ongoing enhancements to reporting processes and technology.The successful candidate will work closely with internal stakeholders across Finance, Risk, and Technology, balancing independent execution with collaborative delivery in a fast paced regulatory environment.Key ResponsibilitiesRegulatory & Liquidity Reporting?Perform daily monitoring of pledging activities ?Support H4 and SHR daily regulatory reporting ?Contribute to U3 and GDAL quarterly regulatory reporting ?Assist with quarterly asset encumbrance reports for MD&A, Supplementary Package and notes to financial statements Data Analysis & Technology?Work extensively with large, complex datasets to support reporting accuracy and completeness?Query and analyze data using SQL?Perform data analysis and validation; create insights to support regulatory submissions?Support QA testing for newly implemented regulatory reports and reporting software?Partner with Technology teams to incorporate enhancements, fixes, and regulatory changes?Help implement new regulatory requirements, returns, and reporting changesProcess & Stakeholder Support?Ensure strong controls, documentation, and adherence to regulatory standards?Identify opportunities to improve data quality, reporting efficiency, and automation?Balance independent execution with collaborative work across Finance, Risk, and Technology teamsWe 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 in the greater Cleveland area is seeking an Entry-Level Pricing Analytics Analyst to support a high-impact initiative. This role will work closely with senior leadership and the Advisor... More Operations team to analyze Salesforce data, validate actions, and deliver insights that drive advisor accountability and incentive outcomes.This is an excellent opportunity for a recent college graduate with a degree in Mathematics, Analytics, Economics, or a related field who has taken data-focused coursework and enjoys working hands-on with Excel, data validation, and trend analysis.You will support a firmwide project by transforming Salesforce data into clear insights that help leadership understand progress, accuracy, and impact.Key responsibilities include:? Extracting reports from Salesforce and analyzing data in Excel? Comparing current activity against baseline spreadsheets? Identifying trends, inconsistencies, and data gaps ? Performing audit-style reviews to confirm changes were correctly applied? Building and maintaining Excel-based analysis (pivot tables, comparisons, summaries)? Supporting year-end incentive validation, including: ? Calculating incremental value generated by advisors? Validating Salesforce data used to justify incentive payouts? Documenting repeatable processes (audit steps, reporting workflows, validation logic)? Presenting findings and insights to leadershipWe 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

Role OverviewThe Policies & Procedures Administrator will work independently to create, maintain, and manage a formal, centralized database of policies, procedures, and best practices across multiple... More business units. This role partners closely with business leaders, subject matter experts, compliance, legal, and training teams to ensure documentation is accurate, compliant, current, and easy to access.This position is ideal for someone who excels in procedural writing, interviewing stakeholders to capture workflows, and translating complex processes into clear, well-structured documentation.A Typical Day IncludesCollaborating with business leaders and stakeholders to identify policy and procedure prioritiesInterviewing partners and subject matter experts to gather accurate action steps and workflowsResearching, drafting, editing, and formatting comprehensive policy and procedure documentationUpdating existing materials to reflect business, regulatory, and operational changesImplementing and maintaining a user-friendly procedures and documentation databasePartnering with the Training team to ensure learning materials align with the most current policies and proceduresEnsuring documentation supports compliance, legal requirements, and operational efficiencyPerforming additional related duties as assignedDemonstrating behaviors aligned with culture and valuesKey ResponsibilitiesWrite, revise, and maintain clear, consistent policy and procedure documentationTranslate complex operational processes into structured, easy-to-follow documentationEnsure alignment with regulatory, compliance, and legal requirementsMaintain formatting standards and version control across all documentationSupport cross-functional consistency by ensuring procedures are standardized where appropriateCommunicate effectively with stakeholders at all levels of the organizationWe 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

A global financial firm is hiring a multiple Client Processing Managers and Associates for Syndicated Loans in the Houston, TX, area. The candidate will be responsible for end to end processes for... More syndicated loans. They must have experience with LoansIQ or ClearPar and managing highly complex deal structures. Key Responsibilities?Manage the full lifecycle of syndicated and bilateral loans, including loan closing, servicing, rate setting, payments, advances, fees, and portfolio management within LoanIQ.?Serve as the operational lead for agency functions?coordinating with borrowers, lenders, and internal teams to ensure accurate and timely processing.?Resolve complex loan issues and client inquiries using expert knowledge of syndicated loan structures and system workflows.?Interpret and apply complex credit agreements and legal documentation to operational processes.?Oversee and enhance loan operations processes, including trade processing and coordination with platforms such as ClearPar.?Collaborate across internal groups and external stakeholders to maintain service quality and operational efficiency.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

Summary: The Segment Risk Manager is responsible for oversight and administration of credit risk strategy programs for a business segment. Individual will have responsibility for driving and... More overseeing key credit risk activities for the assigned Commercial Business Units. Key risk activities include identifying, monitoring, measuring, mitigating, and reporting on the Business Units risk and control environment related to credit risk.Additionally, this position will support other Segment Risk Specialists and Managers through direct or indirect reporting lines as a credit subject matter expert. Duties & Responsibilities:Evaluate effective of controls and escalate as appropriate.Identify issues and write clear actionable action plans related to credit process.Validate findings related to credit process including but not limited to replicating work product of Commercial Portfolio Managers and related staff.Direct self-monitoring and testing activities to ensure that they are performed in accordance with Corporate Risk Management requirements.Evaluate the adequacy and effectiveness of enterprise and regulatory controls and the resulting risk and control self-assessments.Deliver timely escalation of all issues requiring attention to senior management.Work with business segment management to ensure that the overall risk function is effectively supporting strategic goals.Collaborate with audit/business segment/corporate risk to address issues with plausible action plans and target dates.Act as the central point for receipt and distribution of important risk information for the business segment and reciprocate the flow of information back to corporate risk management.Ensure business segment adheres to corporate and business unit policies and procedures.Must be aware of and keep abreast of credit risk associated with assigned business segment.May or may not have managerial responsibility.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