Transaction Success Analyst Job at Robert Half (Frisco, TX)

Data Analyst

We are hiring a Data Analyst for a contract opportunity in Parker, CO. This is a...

Location

United States , Parker

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred, particularly in Finance, Accounting, Criminal Justice, Information Technology, or similar analytical fields
Candidates without a degree will be considered if they possess relevant analytical work experience
Ideal for recent college graduates or professionals with up to 0 – 5 years of work experience in analytical roles
Strong analytical mindset or a few years of hands-on experience in data analysis
ability to identify patterns, investigate inconsistencies, and draw actionable insights
Excellent communication skills and the ability to collaborate effectively across teams, including members at similar experience levels
Exceptional organizational ability to thoroughly document findings and data during investigations
Accurate and efficient 10-key skills
A positive attitude and strong team-oriented personality are essential for success in this role.

Job Responsibility

Conduct thorough investigations on alerts generated from Transaction monitoring systems to identify unusual patterns or suspicious activity
Analyze client transactional behavior against expected norms and investigate inconsistencies
Follow up on flagged transactions and conduct due diligence to ascertain their legitimacy
Document findings in a clear and concise manner for review by senior compliance staff or regulatory bodies as needed
Coordinate with other departments to collect necessary information pertaining to customer due diligence (CDD) and enhanced due diligence (EDD)
Maintain a current understanding of AML regulations and be able to apply them effectively in day-to-day operations
Participate in regular training sessions to stay updated with new regulatory requirements and best practices in AML compliance
Work closely with the technology team to fine-tune transaction monitoring systems for optimal performance.

What we offer

Access to top jobs
competitive compensation
medical insurance
vision insurance
dental insurance
life and disability insurance
eligibility to enroll in a company 401(k) plan.

Financial Solutions Lead Analyst

The Quality Assurance, Testing, and Validation team is part of the Finance Chief...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10+ years of relevant experience, within the financial services industry preferred
Strong background in U.S. Regulatory reports with specific knowledge of CCAR and FR Y-14A/Q/M
Audit or prior regulatory reporting experience preferred
In depth knowledge of banking products / systems preferred
Recognized technical authority for an area within the business
Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Self-motivated with the ability to make decisions in the absence of detailed instructions
Proficient Microsoft Office skills
Strong ability to communicate clearly and concisely to both technical experts, non-technical business leaders, and senior leadership to facilitate discussions with senior stakeholders and to clearly articulate findings, defend point of view amongst various groups
Ability to collaborate, coordinate and execute with the broader teams, business partners, Report Owners, Data Providers, Global Functions Technology to drive the implementation of strategies and successful execution of tracing sprints

Job Responsibility

Lead analysts support transaction testing reviews including prioritizing work, providing guidance throughout book of work, developing junior analysts’ testing skill set, report and product knowledge through training
Ensure our partners in Global Tech, Business Technology, Report Owners, Source Document Providers, and external consultants are aligned to the relevant book of work and the QATV Methodology & Procedures
Assign, manage, and review work of team, evaluating their findings and judgment in applying regulatory principles to reporting
Identify issues and exceptions, produce analysis and insights on findings, and communicate updates and results effectively to other leads and managers
Work with stakeholders to ensure action plans are in place to address gaps identified in the QA process and validate the remediation when complete
Responsible for ensuring adequate and effective controls are in place for the QA process as well as ensuring team's compliance with controls
Ensure proper documentation of review evidence to support the results
Maintain and ensure adherence to proper desktop procedures for the QA process
Support managers engagement as needed with Regulatory & Management Transaction Testing reporting reviews along with Internal Audit, ICRM, ORM reviews
Promote a culture of collaboration and teamwork across organizations. Develop strong working relationships with Report Owners, independent review teams, internal audit teams, and other key stakeholders

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

Placement Analyst

Citi is actively seeking highly motivated Placement Analysts to join its Investm...

Location

Switzerland , Zurich

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Currently in your final year of university studies or a recent graduate
expected to achieve, or have already achieved, a UK 2:1 (or equivalent academic standing) at the undergraduate level, or a Grade 5 or above from a Swiss university, in any degree discipline
a strong, demonstrable interest in business and the broader financial industry
possess a record of strong academic achievement, indicating intellectual capability and dedication
fluency in both English and German is essential, encompassing strong verbal and written communication skills in both languages
a desire to cultivate a deep and comprehensive understanding of the financial industry and its complex dynamics.

Job Responsibility

Diligently collect and meticulously analyse company-specific information to facilitate successful transactions, including conducting in-depth industry research and systematically organizing extensive financial data
perform rigorous analysis of financial data and develop sophisticated financial models, encompassing accurate company valuations, discounted cash flow (DCF) analysis, financing structures, and comprehensive comparative analyses
create and finalize compelling new business development presentations that effectively communicate strategic insights and proposals to clients
efficiently coordinate tasks and workflow with both internal teams and external working groups, ensuring seamless project execution and timely delivery
prepare all necessary internal documentation, including adherence to control and compliance regulations, to ensure operational integrity and regulatory alignment.

Fulltime

Placement Analyst

Citi is actively seeking highly motivated Placement Analysts to join its Investm...

Location

Switzerland , Zurich

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Currently in your final year of university studies or a recent graduate
expected to achieve, or have already achieved, a UK 2:1 (or equivalent academic standing) at the undergraduate level, or a Grade 5 or above from a Swiss university, in any degree discipline
a strong, demonstrable interest in business and the broader financial industry
possess a record of strong academic achievement, indicating intellectual capability and dedication
fluency in both English and German is essential, encompassing strong verbal and written communication skills in both languages
a desire to cultivate a deep and comprehensive understanding of the financial industry and its complex dynamics.

Job Responsibility

Diligently collect and meticulously analyse company-specific information to facilitate successful transactions, including conducting in-depth industry research and systematically organizing extensive financial data
perform rigorous analysis of financial data and develop sophisticated financial models, encompassing accurate company valuations, discounted cash flow (DCF) analysis, financing structures, and comprehensive comparative analyses
create and finalize compelling new business development presentations that effectively communicate strategic insights and proposals to clients
efficiently coordinate tasks and workflow with both internal teams and external working groups, ensuring seamless project execution and timely delivery
prepare all necessary internal documentation, including adherence to control and compliance regulations, to ensure operational integrity and regulatory alignment.

Fulltime

Senior Strategy Analyst

The Senior Strategy Analyst will play a critical role in shaping the long-term s...

Location

United States , Denver

Salary:

100000.00 - 140000.00 USD / Year

Alterra Mountain Company

Expiration Date

Until further notice

Requirements

Bachelor’s degree required (coursework in Business, Finance, Economics, or a related field a plus)
2-5 years of experience in management consulting, investment banking, or corporate strategy
exposure to ski, travel, and leisure industries a plus but not required
Direct experience with growth-oriented projects (value creation, market segmentation, competitive analysis, pre- or post-strategic transaction assessment)
Complete business analyst toolkit, including skills in research, quantitative and qualitative analysis, written and verbal communications, and project management
Exceptional strengths in business presentations (including slide design and data visualization) and quantitative modeling (including financial modeling and scenario analyses)
Excellent written and verbal communication skills, with an ability to simplify complex topics into clear narratives, recommendations, and action items
Strong project management skills and an ability to prioritize across multiple workstreams
Hypothesis-driven, structured problem solving and analytical skills
Ability to work effectively within cross-functional teams

Job Responsibility

Support the company’s long-range strategic and annual operating planning processes, including partnering directly with Resort Presidents and business unit leaders to develop their plans
Conduct market sizing, competitive analysis, customer segmentation, and other analyses to inform corporate, business unit, and resort-level strategies
Provide insights and recommendations to inform enterprise capital allocation, resource prioritization, and business portfolio decisions
Work with Resort Presidents and senior leaders to identify and quantify initiatives to drive growth, improve operating efficiency, and increase capital efficiency
Build financial and operating models to inform key strategic decisions, including those pertaining to product strategy, pricing optimization, distribution strategy, and more
Drive high-impact, cross-functional Priority Programs from business case development through program design and execution
Conduct in-depth analysis on ski and travel industry trends to uncover changes in competitive dynamics and identify emerging threats and opportunities
Work alongside business unit leaders to analyze company value drivers and identify and share best practices across the organization
Build and maintain KPI dashboards and reports, and ensure successful value capture across Priority Programs
Create clear, compelling presentation materials for quarterly Board of Directors meetings and interim updates

What we offer

Free Ikon Pass for all eligible employees + additional free skiing/riding privileges across the family of Alterra Mountain Company resorts for eligible employees and their dependents
Discounted skiing/riding for friends and family of eligible employees across the family of Alterra Mountain Company resorts
Flexible Time Off (FTO) and Paid Time Off (PTO) policies for eligible employees to relax and recharge
Generous discounts on outdoor gear, apparel, rental cars, etc.
Medical, dental, vision, life, AD&D, short-term & long-term disability insurance, EAP, HSAs, FSAs, and more
401(k) plan with generous company match
Paid parental leave of up to 6 weeks for eligible employees
Commuter benefits (Denver employees only)
Hybrid workplace policy encouraging regular in-person collaboration in our dog-friendly company headquarters office located in Denver’s RiNo Art District neighborhood (for eligible employees)

Fulltime

Business Development Director, Retail & Wholesale, Large Corporate

Join Relationship Management, to build and maintain relationships with customers...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven experience in business development
Strong track record of delivering profitable growth
Commercially astute, strategic, and analytically strong
Ability to balance innovation with risk management and control
Excellent stakeholder management and communication skills

Job Responsibility

Develop and execute the business development strategy for the Retail and Wholesale team
Originate and successfully execute new to bank transactions across a range of products
Lead Barclays face-to-market strategy with key professionals, investors, advisers, brokers and complimentary funders
Execute market research and analysis to support the identification of potential new opportunities, market trends, and customer needs
Identify leads through various channels such as networking, referrals, cold calling, and attending industry events
Develop and execute strategies to acquire new business and expand the customer base, including preparation of proposals, presentations, and negotiation of contracts
Collaborate with relationship teams, product managers, credit analysts, operations, and other internal stakeholders
Forecast sales targets and track progress against goals, including regular reports on business development activities, pipeline status, and sales performance to management
Contribute to the development of business development strategies and initiatives to drive revenue growth and achieve business objectives

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days
Supportive and inclusive culture and environment
Commitment to flexible working arrangements
Opportunity to embrace mobility and explore operations
Diverse workforce
Inclusion and opportunities

Fulltime

New

Jr. Real Estate Analyst

Martek Global Services, Inc. has been awarded several long-term federal contract...

Location

United States , Atlanta

Salary:

45000.00 - 50000.00 USD / Year

Martek Global Services

Expiration Date

Until further notice

Requirements

Bachelor’s Degree required
Minimum of 3 years of general real estate experience

Job Responsibility

Performs as technical and administrative contract support for real estate acquisitions for the Federal Aviation Administration (FAA)
Work with Real Estate Contracting Officer to develop strategies and plans for negotiating and counter offers for a win-win strategy
Provide extensive customer service experience working with the public, use established Real Estate practices and methods in negotiating terms, consideration and successful closings of unique and complex transactions such as Leases, New Construction, Investment Property, Zoning Issues, title commitments, Residential, and Farm & Ranch
Conduct market surveys utilizing the internet, county websites and other various sites, tools, and references to analyze and research ownership, surveys, and other data as needed and other real estate products to find comparable properties, analyze and determine accurate market value ranges for conducting fair negotiations with Lessors
Provide Real Estate Market analysis to Real Estate Contracting Officers (RECOs) to discuss the latest trends in Real Estate, current market research, local comparables, pricing information and non-real estate related analysis including economic trends, employment data, interest rates, and other pertinent information
Utilize PRISM on a daily basis to research, analyze, and recommend resolution based on payment history and lease terms and conditions
Create Unique Lease Numbers, and DOTO numbers as needed
Use Microsoft Office Suite, Word, to draft leases, permits, acquisitions and supplemental agreements which are then submitted to FAA Quality Assurance and sent to Lessors, Grantors or other appropriate parties as official documents

Fulltime

Capital Markets Analyst

As a Capital Markets Analyst, you will be responsible for helping support the te...

Location

United States , New York

Salary:

110000.00 - 135000.00 USD / Year

Barclays

Expiration Date

Until further notice

Requirements

Experience in Investment Banking and ideally Debt Capital Markets, with an understanding of debt capital markets, rates, macro-economics, and corporate finance
Excellent quantitative and analytical skills with ability to synthesize market and corporate information to develop client solutions
Strong written and verbal communication skills
Organized and able to efficiently manage projects, works well under pressure and strong ability to multitask and meet deadlines

Job Responsibility

Development and maintenance of strong relationships with corporate, financial and institutional clients to understand their financing needs and objectives
Development and maintenance of complex financial models to assess the value of assets, companies, or securities and identify the most appropriate structuring of capital raising initiatives, including equity financing via an initial public offerings, investment grade debt underwriting, leveraged financing solutions for non-investment grade clients, or derivative hedging solutions
Collaboration with Coverage, M&A, Syndicate, Global Markets, and cross functional teams to ensure successful origination, company due diligence, and execution of various capital market transactions
Identification, assessment, and management of risks associated with capital markets transactions and development of risk mitigation strategies in alignment with regulatory requirements
Research, financial data analysis and continued development of market insights and investment recommendations

Fulltime

Transaction Success Analyst

Robert Half

Location:
United States , Frisco, TX

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 25, 2025

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Location:United States , Frisco, TX

Category:Finance

Contract Type:Not provided

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Job Description:

Requirements:

Nice to have:

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Job Posted:March 25, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Job Posted:
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