Job Search Results for financial services

Insight Global is seeking a 2 Senior Technical Data Analysts sitting onsite in India to join a large financial services client. We are looking for a seasoned analyst responsible for driving analysis,... More solution design, and delivery across complex, high impact initiatives within a global asset management environment. Operating at the intersection of technology, data, and investment domain expertise, this role provides advanced analytical leadership, partners closely with Investments and Operations teams on the business side and the other engineering teams, and ensures that solutions align with business strategy, regulatory needs, and enterprise technology standards. Lead the discovery efforts, translating complex investment management processes into detailed functional requirements and solution proposals. This resource will act as a technical thought leader by defining end-to-end data pipeline requirements, covering all phases of data management, including Data Integration, Data Quality, Data Ingestion, Data Modeling, Data Warehousing, Data Security, Business Intelligence, and Data Analysis. You will help to oversee the implementation of new applications or enhancements to existing ones, ensuring projects are delivered on time, within budget, and meeting business requirements. This involves contributing to resource planning for analysis workstreams and functional technology needs, leveraging deep subject matter expertise across investment management domains with a broad understanding of how upstream and downstream systems interact. You will support integration initiatives involving APIs, ETL processes, and cloud-based data platform while also guiding analysts and cross-functional teams through the entire project lifecycle, including requirements, refinement, planning, UAT, and go-live. This position requires working EST Hours (5:30pm IST ? 1:30AM IST) with the compensation ranging from $12-$13/hr based on years of experience.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

Ensure accuracy and completeness of general accounts and internal financial controlsManage the financial accounting system (NetSuite primary)Oversee monthly, quarterly, and semi-annual reporting... More cyclesManage the full audit process including IRS 990 and financial statementsCash management and risk managementInvestor relations reporting and investment portfolio managementEnsure adherence to FASB Accounting StandardsSupport CFO/CEO with preparation of monthly and annual financial plans and budgetsApprove and release payroll batch and support 401k administrationSupport HR function and office management as neededWe 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

One of our top financial services clients is looking for an experience Program Leader to drive the delivery of strategic technology initiatives within their Financial Markets organization. This role... More sits at the intersection of business, technology, and risk, leading complex programs that support global financial products and treasury functions. The Program Leader will play a critical role in ensuring the successful execution of large-scale initiatives by partnering with business stakeholders, technology teams, and Risk & Compliance to deliver solutions that meet enterprise standards and regulatory expectations. Daily Responsibilities: - Lead end-to-end program delivery across multiple projects within a portfolio, ensuring alignment to business and technology objectives- Manage program financials, including budgeting, forecasting and resource planning - Coordinate across business, technology, and control partners to ensure seamless execution of alignment - Oversee program governance, including executive reporting, status communications, and regulatory deliverables- Facilitate the intake and onboarding of new initiatives in accordance with enterprise change standards - Monitor project health using data and tooling to track timeline, risks, budgets and adherence to standards - Translate business requirements into functional and technical solutions, partnering closely with developers and architects - Drive collaboration across cross-functional teams, including change management, engineering and architecture - Ensure consistent communication of program status, risks, and milestones to senior 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

Overview:Insight Global is seeking a motivated and detail-oriented Operations Associate to join the operations team at one of Canada?s largest banking institutions. This role is ideal for someone... More with a strong interest in financial services and a desire to grow their career in a dynamic and fast-paced environment. The successful candidate will be responsible for processing mutual fund transactions, placing trades, conducting document reviews, and performing quality control checks.Key Responsibilities:?Execute mutual fund trades and ensure accurate transaction processing.?Review and validate financial documentation for completeness and compliance.?Perform quality control checks to maintain data integrity.?Support cash movement activities including EFTs and wire transfers.?Assist with reconciliation and accounting tasks related to investment accounts.?Collaborate with internal teams to resolve discrepancies and ensure timely servicing.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 seeking a Tech Resiliency Consultant to support a top financial services organization within its Production Governance, Analytics, and Business Continuity & Operational Resiliency (BCOR)... More function. This role is a replacement for a contractor who completed their full tenure and will play a critical part in ensuring continuity, control effectiveness, and operational excellence across a large, complex application environment.This consultant will focus on designing, executing, monitoring, and remediating enterprise wide technology resiliency and governance controls, ensuring they are not only documented, but actively enforced and operating as intended. The role blends control management, process ownership, monitoring, governance routines, and project execution, working horizontally across control teams and vertically with application and execution partners.The ideal candidate is highly organized, control focused, process driven, and comfortable working in regulated enterprise environments while leveraging monitoring tools such as Splunk and Dynatrace.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 Governance Analyst to join the Enterprise Architecture Governance and Controls team at one of our top financial services clients. This person can sit out of the Jersey... More City, Pennington, or Charlotte offices 3 days/week onsite. This person will be responsible to:-Own and execute governance routines, operational processes, and BAU deliverables.-Drive automation and AI-enabled improvements to reduce manual effort and increase consistency.-Build, maintain, and enhance reporting, dashboards, and governance artifacts.-Manage inputs, approvals, and outputs across multiple stakeholders.-Translate data into clear insights, themes, and executive-ready materials.-Identify gaps, inefficiencies, and opportunities for automation; execute changes directly.-Act as a hands-on execution lead?moving work forward, not just coordinating.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's financial services client is looking for a Customer Experience/Relationship Specialist. On a daily basis, they will support customer service and client experience efforts by managing... More incoming inquiries, coordinating service requests, and assisting with case management processes from initiation through resolution. This role utilizes Salesforce Service Cloud and other platforms to accurately log, monitor, escalate, and follow up on client issues, ensuring responses are delivered promptly and meet established service standards. The specialist also plays an integral role in client onboarding and account transition activities, guiding customers through required processes while maintaining compliance with regulatory standards such as KYC, BSA, and AML. In addition, the role collaborates cross-functionally with Business, Operations, Compliance, and IT teams to facilitate issue resolution, maintain case accuracy, track performance metrics, and support reporting needs. The individual also contributes to process enhancements, workflow optimization, and automation initiatives?including the adoption of AI-driven tools?to improve efficiency and ensure a consistent, high-quality customer experience.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 seeking a Technical Business Analyst with a strong application and database background to support vendor-supported financial applications within a regulated banking environment. This role sits... More firmly on the technical side of the organization and requires someone who is highly proactive, driven, and confident working directly with financial business users to extract requirements and translate them into clear, actionable user stories.This is not a role focused on changing business processes or solution design. Instead, the ideal candidate excels at asking the right questions, understanding how users get from point A to point B, and accurately giving that information back to technical teams through well-written stories, documentation, and acceptance criteria. Personality, initiative, and communication style are critical to success in this role. Candidates with prior banking experience?especially prior experience at the bank or rehires?are strongly preferred. This role is 3x onsite in Charlotte, NC.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

A large financial services clietn is looking for a Client Service Representative to join Custody Solutions. This person will serve as the frontline ambassador for our digital-forward custody... More platform. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth. This person will be focused on a certain aspect of their business called Custody. This willl entail having contact with registered investment advisors as well as clietns that are working thorugh the investement application. Key Responsibilities- Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.- Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.- Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring "win-win" outcomes while serving as the internal "voice of the client."- Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization.- Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship.- Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.- Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and GSCS operational workflows.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

As a Lead UX/UI Designer, you?ll drive end-to-end design for our client consumer digital experiences across web and mobile, shaping solutions that support students throughout their education journey.... More You?ll translate research insights, customer needs, and business goals into intuitive flows, prototypes, and high-fidelity designs, collaborating closely with cross-functional partners. You?ll ensure design quality by documenting specifications, guiding developers through implementation, and advocating for usability and accessibility. You?ll also contribute to the internal design system, maintain consistency across products, and help drive strategic decisions through research and stakeholder alignment. This role is not a visual design or marketing role rather, core user experience - working w stakeholder - breaking down complex ask - MVP . Prior UX experience in the financial services space would significantly help this individual to create optimal application workflows & user experience.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