OTC Derivatives Valuation Analyst - Fund Services
CFA Institute
CFA Institute is seeking a Fund Servicing Analyst based in Plano, Texas. The analyst will execute routine transactions and collaborate with various teams while focusing on ensuring smooth fund servicing operations. This role offers the chance to improve processes and develop professional skills. The ideal candidate should have at least 1 year of relevant financial experience, good problem-solving skills, a mathematical background, and experience with platforms like Bloomberg or Reuters. Joining CFA Institute means becoming part of a highly regarded company focused on professional development and an inclusive work environment. #J-18808-Ljbffr
- The OTC (Over The Counter) Derivatives Valuation Control Group (VCG) is organized into a global... ...valuation and quantitative analysts based in the UK, Dallas,... ..., asset managers, hedge funds, and insurance companies... ...within the Global Funds servicing team, you will have a unique...SuggestedWork at office
- JPMorganChase is seeking a Fund Servicing Analyst in Plano, Texas. In this role, you'll execute fund servicing transactions and provide valuation services for various OTC derivatives. Your tasks include analyzing valuations, building client relationships, and identifying...Suggested
- A leading global financial services firm is seeking an OTC Analyst in Plano, Texas. The role involves providing independent valuation services for OTC derivatives, analyzing valuations, and building strong client relationships. Candidates should have a proactive problem...Suggested
- ...five most admired financial services companies. Our mission is... .... Position Overview As a Fund Servicing Analyst at JPMorgan Chase, you... ...Responsibilities Provide independent valuation services to internal and... ...across a wide array of OTC derivative products, including rates,...SuggestedWork at office
- ...A financial services company in Plano, Texas, seeks a Fund Servicing Analyst to oversee routine fund servicing transactions. This role emphasizes relationship building with clients while ensuring operations are streamlined and efficient. Applicants should have 1-3 years...Suggested
- ...DESCRIPTION As a Fund Servicing Analyst, you will play a crucial role in our fund servicing operations... ...platform. Provide independent valuation services to internal and external clients across a wide array of OTC derivative products including rates, credit, equity...
- ...A leading financial services company in Texas is seeking a Fund Servicing Analyst to join their team. In this role, you will execute transactions and collaborate with various teams to ensure smooth operations. The ideal candidate will have knowledge of fund servicing,...
$35 - $48.56 per hour
Fund Analyst The Senior Fund Analyst with the Mutual Fund Operations Team is responsible for a wide variety of operational and oversight... ...responsibilities are met and to enhance processes in order to improve service to clients. Acts as the primary coordinator for the...Work experience placementNight shift- ...Community Hospital Corporation (CHC) is seeking a new addition to our Telecommunications Funding Program to work within the CHC funding service line, assisting in the day to day operation by completing and submitting the appropriate documentation to appropriate agencies...Remote workDay shift
$75 - $85 per hour
Salesforce Business Systems Analyst - Service Cloud (Hybrid contract, 6+ months, 3 days in Plano, Texas). Responsibilities Develop user stories, perform analysis, integration, wireframing, and business process modeling. Qualifications 5+ years Salesforce experience....Hourly payContract work- ...Job Category: Analyst Job Description: About the division Asset & Wealth... ...client base-including mutual funds, hedge funds, pension plans,... ...investment and advisory services. With over $3 trillion in assets... ..., SQL) Ability to efficiently derive key insights and signals from...
$85k - $100k
The Valuation Analyst opening is with NDP , an affiliate company of Cain Watters & Associates. NDP guides and empowers dentists who are exploring... ...continuing to provide our clients with the utmost level of service. Analyze financials, tax returns and other operational data...Full timePrivate practiceWork at officeMonday to FridayNight shift- ...Job Description: 1.Job title COGNIZANT IS LOOKING FOR A BUSINESS ANALYST ROLE 2.Job summary Candidate will be working closely with... ...expectations ar 3.Experience 5to7Yrs 4.Required Skills ,Business Services,Business Scorecard 5.Nice to have skills ,Informatica MDM admin...Second jobShift work
$80.2k - $134.25k
...Enterprise Solutions Sap Data Services Senior Analyst The Enterprise Solutions SAP Data Services Senior Analyst role is responsible for delivering, transitioning, and sustaining all application integrations that are being delivered across various enterprise projects...- ...Community Hospital Corporation is hiring a Senior Analyst for the Telecommunications Funding Program in Plano, Texas. The successful candidate will manage documentation, interface with clients and agencies, provide reports, and support process improvements. Requirements...Full time
$60.71k - $70.83k
...City of Plano, our culture is grounded in service, teamwork, and making a meaningful impact... ...The target annual rate for the Business Analyst is $60,707 - $70,825; depending on qualifications... ...Security Plan (RSP) which is fully funded by the City Up to three weeks of paid...Full time- ...Type: Technology/Information Systems Analyst Date Posted: 1/23/2025 Location:... ...Available: ASAP Pay Grade: 838 Bond Funded (Actual salary based on experience)... ...modules. Demonstrates a strong customer service orientation and a desire to help others....Temporary workImmediate startWork from home
- ...Analyst, Commercial Real Estate Valuation - Dallas Job Category: Professional/Technical Requisition Number: ANALY005312 Posted: March 13, 2026 Full-Time On-site TX-Plano Plano, TX 75093, USA Job Details Description Partner Valuation Advisors (PVA) is...Full timeWork at officeLocal areaRemote work
- ...years of experience related to data management and/or equivalent professional experience. 2years of experience in a customer support/service role. Ability to obtain and maintain a DoD or government security clearance. Preferred Qualifications Knowledge of U.S. government...Contract workTemporary workFor contractorsFor subcontractorWork at officeRelocationFlexible hours
- ...closing agents; reviews original Notes against funded loans in WLS; logs Notes in WLS; adds... ...another for client-to-client purchases, OTC modifications, and sublimit moves... ...others. Interpersonal Skills/Customer Service - Focuses on solving conflict, not blaming...Contract workLocal areaImmediate start
- ...Omni Analytics (our BI platform) that serve analyst, manager, and leadership audiences;... ...for high-interest payday loans or employer-funded cash advances. How We Get Things Done... ...constantly seeking ways to enhance our products, services, and processes. Striving for Growth:...Live inWork at officeRemote workFlexible hours
- Position Overview As a Senior Marketing Services Analyst at Toyota Financial Services, you will serve as a strategic partner and liaison between Marketing and cross‑functional business units, leading complex marketing initiatives that align with enterprise goals and elevate...Work experience placementWork at officeRelocation package
$99.2k - $128.6k
...Sr. Business Intelligence Analyst 1 Taco Bell was born and raised in California and has... ...only the largest Mexican-inspired quick service brand (QSR) in the world, we're also part... ...users across all of Taco Bell to help them derive insights for optimal business decisions....Immediate startFlexible hours- ...seeking a Regulatory reporting Business Analyst - In this role, you will interface with... ...Regulatory reporting / AML/ Capital Markets / Derivatives. Experience in Trade surveillance, Data... ...Proven years of experience in Financial Services industry, preferably Regulatory...Temporary workRelocation
$85.63k - $112.67k
...Program Manager, the Senior IT Business Analyst functions as a liaison between the Business... ..., within the prescribed time frame, funding parameters and according to standard operating... ...will ensure that the project support and service needs are executed in the development of...Immediate start$45k - $55k
...We blend cutting-edge technology with compassionate, high-touch services to drive real, measurable outcomes in the lives of job seekers... ...the British Broadcasting Network as an innovative, government funded solutions program Invited to the White House after being cited...Permanent employmentTemporary workFor contractorsWork experience placementInternshipSecond jobWork at officeLocal areaImmediate start- ...seeking a highly analytical and detail-oriented Business Analyst to manage the post-origination servicing of loans and the administration of our loan... ...workflows including dealer onboarding, underwriting, funding, payment processing, collections, and lease-end remarketing...
$63.59k - $121.53k
...financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the... ...and strengthen the control environment, using data analysis to derive critical insights. Additionally, you will be an integral member...H1bWork at officeRemote workRelocation packageFlexible hours- ...TX Team Overview The Financial Planning Analyst supports the organization’s strategic and... ...in preparing financial schedules for funding proposals and periodic reports for institutional... ..., accuracy, and timeliness of financial services and information, including automating...
- ...S ummary: The Senior Financial Analyst - Data & Automation supports daily proforma... ...and deposit growth, securities activity, funding changes) Build integrated financial projections... ...or religious affiliation, veteran or service member status, or any other...Local areaRelocation
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