Job Title: Business Systems Analyst (Data Integrations)
Department: Information Technology
Location: Pittsburgh, PA
Summary of the Position:
The Business Systems Analyst (Data Integration Services) role will support the operational and analytical needs of the business by defining, developing, configuring, and supporting data integration solutions, while working closely with the Enterprise Application managers / software engineers. The role will evaluate business and technical requirements for Enterprise systems, Architecture and Business Intelligence while identifying strategic & innovative solutions to meet the data needs of the business. The BSA will solicit, understand, and document business and technical requirements, processes and pipeline workflows for Enterprise systems, Architecture and Business Intelligence while identifying strategic & innovative solutions to meet the data needs of the business. The BSA will also participate in supporting / administering essential applications and reports maintained within the Enterprise Applications group.
Primary Functions of the Position:
- Support the business-critical data-intensive Enterprise Applications and Integrations.
- Develop data integrations, pipelines and ETL processes that connect disparate sources and supporting applications and platforms.
- Define data lineage for key data points across applications and integrations.
- Work with business stakeholders and technical team members to understand requirements and processes to make recommendations for tactical, strategic, and innovative data-centric solutions/improvement.
- Apply Agile project management methodologies to ensure proper implementation and completion within requested timelines and work with software engineers to deliver cohesive enterprise application features.
- Improve existing Data Integration Services and Enterprise Applications by recommending/implementing BSA best practices and methodologies while designing data-driven solutions by utilizing experience with relational and analytical database structures, theories, principles, and practices.
- ETL tool utilization and development through Azure Data Factory Pipelines and Microsoft SSIS to perform system integrations and data analysis with the intent of preparing for data lake utilization.
- Technical requirements analysis, business process modeling/mapping, methodology development, data analysis master data management, and data modeling.
- Works closely with data architects, business analysts / system analysts, project managers, developers, enterprise application managers, and business stakeholders/users to ensure technical compatibility and user satisfaction. Prior DBA experience would be a plus.
- Create and maintain technical documentation, process documentation and insightful scripts/data analysis.
Education and Experience Requirements:
- Bachelors Degree in Computer Science, Information Technology, or STEM/Technology-related degree.
- 2+ years of experience importing/exporting data (ETL/ELT) for use in application systems integration, report software, business process support, data analysis, and business use.
- Experience in Azure Data Stack technologies including Azure SQL, SQL Server, Azure Data Factory, SSIS, ADLS2, Logic Apps and Virtual Machines preferred.
- 2+ years of experience delivering and supporting BI/BA/BSA activities and data-driven solutions.
- 2+ years of experience developing integrations between custom-developed and off-the-shelf enterprise systems.
- 2+ years of experience performing business requirements and systems analysis.
- Experience supporting\creating enterprise data analysis, data management/governance, data visualization, data integrations and automated solutions.
- Prior experience with Salesforce, RPA platforms, Databricks/Snowflake, Azure DevOps and API’s a plus.
- Experience in banking and/or financial services would be highly beneficial.
Essential Skills and Abilities:
- Demonstrates excellent critical thinking and problem-solving abilities; superb written, verbal, and presentation skills
- Ability to respond, when needed, 24/7 if system issues arise
- Ability to work in a highly dynamic and fast-paced environment, with strong organizational skills and the ability to manage multiple deadlines and quickly adapt to changing priorities
- Ability to troubleshoot issues quickly and provide fixes in a timely manner
- Ability to quickly adapt to changing priorities
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Summary of the Position:
The Compensation Analyst will support all areas of compensation administration, helping to ensure that the company remains competitive in total reward offerings.
Primary Functions of the Position:
- Assists with all aspects of compensation administration, including job pricing activities, survey participation, annual compensation review, and ongoing base pay administration.
- Collaborates with management and HR colleagues on the development and maintenance of job descriptions.
- Benchmarks jobs against survey data and other market intelligence to determine competitive compensation ranges for each position.
- Prepares and presents summary reports of job analysis and compensation analysis information.
- Accurately maintains compensation data and prepares reports as requested.
- Accurately maintains TSC compensation structure.
- Assists with the administration of TSC incentive plans
- Works with HR colleagues and members of the Payroll and Finance Teams to ensure accurate and timely payroll processing and related system updates
- Performs a variety of other HR duties, particularly those related to Total Rewards, as assigned
Education and Experience Requirements:
- Bachelor’s Degree in Human Resources or related field
- Minimum 5 years of demonstrated HR professional experience, with 1-3 years of experience with compensation administration and/or analysis.
Essential Skills and Abilities:
- Proficiency in Microsoft Office products, particularly Excel
- Ability to manage multiple, time-sensitive priorities while maintaining confidentiality and attention to detail.
- Excellent communication skills, both written and verbal
- Ability to work independently.
- Strong understanding of Human Resources best-practices
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Job Title: Treasury Management Sales Officer
Department: Treasury
Location: Villanova, PA
Summary of the Position:
Experienced sales consultant / officer position responsible for the development of TM business for a deposit centric prospecting base, geographic area or market segment. This position partners with relationship managers and regional presidents in a consultative selling role and is responsible for meeting annual sales goals and sales activity targets by developing and executing a strategy to retain and fully penetrate new treasury management relationships.
Primary Functions of the Position:
- Sales Support
- Develops sales plans for territory and key customer accounts and deposit centric targets
- Increased autonomy in managing assigned territory, requiring minimal assistance from management
- Actively shares knowledge and market experience with peers, less experienced team members, and is a participant in TM initiatives.
- Recognizes and supports our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company
- Product Marketing
- Oversees all Marketing collateral as it relates to depository and Treasury Management products;
- Performs periodic Marketing / Sales campaigns;
- Provides education and knowledge of products to internal partners and to existing and prospective clients.
Education and Experience Requirements:
- Bachelor’s Degree required
- 7+ years of experience in one or a combination of the following: sales, business development, or treasury management
- 7+ years of business-to-business sales experience or treasury management sales experience with deposit centric industries
Essential Skills and Abilities:
- Strong negotiation and influence skills.
- Experience exceeding established sales and customer satisfaction goals
- Excellent verbal, written, and interpersonal communication skills
- Strong presentation skills
- Experience in business development or sales of treasury management products and services to deposit centric companies
- Strong knowledge of treasury management product and services
Job Title: Portfolio Manager – Investment Fund Finance Department: Credit
Location: New York, New York
Summary of the Position:
The Investment Fund Finance Portfolio Manager manages the underwriting / credit approval process and ongoing administration of a portfolio of fund finance transactions with a keen eye towards maintaining high credit quality standards and a white-glove client experience.
Primary Functions of the Position:
- Develop and manage counterparty and collateral underwriting and due diligence framework and process, including but not limited to credit due diligence questionnaires, credit review process and counterparty screening process.
- Work closely with the credit risk team to define and perfect rating guidelines and credit limits framework
- Underwrites requests for credit extensions to new and existing clients
- Performs detailed financial analysis on fund finance transactions including subscription lines of credit, fund of hedge funds lending, fund of private equity funds lending and NAV based finance.
- Provide input to key credit and structural terms for legal agreements
- Prepares the following for approval by Senior Loan Committee, Chief Credit Officer and/or Senior Credit Officer :
- Credit Approval Request (CAR)
- Modifications
- Covenant Waivers/Amendments
- Periodic Reviews
- Manages / monitors assigned portfolio for:
- Loan Performance
- Accurate and Timely Risk Rating
- Required Financial Reporting
- Covenant Compliance
- Payment Delinquencies
- Overdrafts
- Ensures compliance with the Bank’s credit policies and procedures, identifying exceptions for approval when
they occur
- Ensures that the initial set-up of credit facilities on internal systems is consistent with the reporting requirements and covenants contained in the loan documents
- Approve loan advances for revolvers based on review of borrowing base information and covenant checking
- Assist with the development of Fund Finance specific review processes including scope, framework and
- Prepares periodic financial reviews where required
- Ensures the receipt and timely circulation of required financial reporting and covenant compliance
- Accompanies the relationship manager on prospect / client calls when appropriate
- Work closely with the risk and regulatory reporting team to create risk reporting for senior management, board and other external parties such as auditors and regulators
Education and Experience Requirements:
- Bachelor’s Degree in Finance, Accounting, or related field
- Minimum of 5 years of credit analysis and underwriting experience
- Completion of a bank commercial credit training program and experience analyzing alternative investment fund finance transactions strongly preferred
Essential Skills and Abilities:
- Demonstrated knowledge of fund finance transactions
- Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
- Strong written and verbal communication skills
- Strong presentation skills
- Ability to work independently and within a team
- Proficient in various spreadsheet and word processing applications, including the use of graphs and charts
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
Salary Range – $132,000 -$195,000
TriState Capital Bank is an Equal Opportunity
Job Title: Capital Markets LOB Risk Associate
Department: Capital Markets
Location: Pittsburgh, PA
Summary of the Position:
Supports the Capital Markets LOB Risk Manager in organizing the group’s oversight of and management of leading risk management practices, meeting compliance and regulatory mandates, developing risk management and model governance tools and interfacing with internal audit and, external audit, and regularly interfacing with Risk, Compliance, Audit, and Accounting and Finance functions.
Primary Functions of the Position:
- Assist with Capital Markets Group policy updates and reviews including full overhauls of existing policies where necessary based on current statutory guidance and market-based best practices.
- Assist the Capital Markets Group incorporating new statutory requirements or market-based best practices as they pertain to the Capital Markets group.
- Work with Capital Markets modeling team to understand and synthesize complex modeling and analytics into dashboards for reporting to senior management and board of directors.
- Track metrics for initiatives or strategies undertaken by the Capital Markets group to ensure accurate assessment of decision making.
- Work with the Bank’s Risk Group on Model Risk Management related to Capital Markets line of business models.
- Preparing risk reports and analysis to support management in fulfilling their oversight responsibilities.
- Assist in preparing material and resources for regulatory examinations, committee meetings, and ad hoc requests.
Education and Experience Requirements:
Bachelor’s degree preferred in Business Administration, Economics, Finance, or Accounting.
- 1 to 2 year’s experience in banking or related financial services.
- Familiarity with banking regulatory bodies and terminology.
- Experience working in the Banking industry is highly preferred.
Essential Skills and Abilities:
- Proficient technical writing skills are required – presenting ideas in a clear, concise, understandable, and organized manner.
- Proficient data compilation and analysis skills.
- Effective planning, time management, and problem-solving skills.
- Ability to work effectively under pressure. Flexibility and willingness to work at a rapid pace in strict time frames.
- Skilled at handling a variety of assignments simultaneously.
- Highly organized with strong attention to detail.
- Working knowledge of the Capital Markets.
- The ability to synthesize dense and complex information into easy-to-understand visual representations of concepts and strategies.
Accounting Manager
Pittsburgh, Pittsburgh, PA, US
Job Title: Accounting Manager
Department: Finance
Location: Pittsburgh, PA
Summary of the Position:
The Accounting Manager is responsible for overseeing the daily operations of the Finance team, preparing key accruals, delivering the monthly close, and assisting in other projects as assigned. This position reports to the Controller.
Primary Functions of the Position:
- Primary reviewer/approver of the following: accounts payable, accruals/prepaids, cash/wires, expense reports, derivatives, equity, fixed assets, loan accounting and investments. Ensures transactions are in accordance with accounting policies and US Generally Accepted Accounting Principles (“US GAAP”)
- Collaborates with Executive management on financial analysis and key initiatives
- Collaborates with the other accounting manager to rotate job responsibilities amongst themselves and the staff.
- Delivers the monthly close, financial reports and reconciliations to the Controller on a monthly basis
- Assess current practices and procedures, and make recommendations for improvements
Additional Responsibilities:
- Develops and documents business processes and identifies opportunities to strengthen internal controls
- Ensures all duties performed are compliant with Finance/regulatory policies and procedures
- Prepares support for SEC and regulatory filings as required
- Other duties and projects as assigned
Education and Experience Requirements:
- Bachelor’s degree in Finance, Accounting, or Business Management
- 3 to 6 years of hands-on independent problem-solving, project management, and analysis experience in the finance, accounting, or auditing areas
- 2 to 3 years of banking experience, preferred
- CPA certification preferred, but not required
- Knowledge of bank accounting, and Sarbanes-Oxley (“SOX”) control requirements
- Advanced experience with Microsoft Excel, PowerPoint
Essential Skills and Abilities:
- Demonstrated knowledge of accounting principles and reconcilement procedures
- Organized with strong attention to detail
- Professional interpersonal and communication skills
- Strong independent problem solving, project management, and analytical skills in finance, accounting, or auditing related areas
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Job Title: Department: Location:
Treasury Management Regional Sales Specialist Treasury
Villanova, PA
Summary of the Position:
The Treasury Management Sales Specialist will be responsible for marketing, managing and educating on the entire set of Deposit and Treasury Management product offerings. The incumbent will have individual goals to enhance the Bank’s depository and treasury management business.
Primary Functions of the Position:
- Sales Support
- Demonstrates mastery level proficiency in all Depository and Treasury Management products
- Assists in the development and execution of client onboarding and implementation, sales presentations, RFPs, Client Annual Reviews, Client Risk Assessments, and TM Analytics;
- Participates in joint and independent sales calling efforts for the Treasury Management Sales Team in order to recommend additional solutions and cross-sell products
- Consults with existing and prospective clients, by phone and in person, to learn their business and serve as an additional sales resource in the absence of the RM and/or TM Sales representative
- Product Marketing
- Oversees all Marketing collateral as it relates to depository and Treasury Management products
- Performs periodic Marketing / Sales campaigns
- Provides education and knowledge of products to internal partners and to existing and prospective clients
- Product Management
- Provides detailed analytics on depository and TM products
- Develops and maintains effective relationships with product vendors
- Provides technical support for complex Deposit and Treasury Management sales calling efforts
- Effectively manages operational risk and compliance
- Other responsibilities including but not limited to:
- Facilitates new processes, tools, communications and training to ensure the bank’s success
- Acts as a brand ambassador for TriState with every prospect
- Maintains and manages a system to effectively track and report on pipeline and sales initiative
- Assists in developing sales processes, procedures, and departmental goals and initiating strategies that will improve team results
Education and Experience Requirements:
- Bachelor’s Degree or equivalent
- Minimum 5 years of combined sales and depository / treasury management
Essential Skills and Abilities:
- Exceptional interpersonal, communication, and presentation skills
- Exceptional planning, time management, and organization skills
- Demonstrated analytical and problem-solving capabilities
- Demonstrated ability to work independently and build relationships
- Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Summary of the Position:
The Business Continuity Management (BCM) Program is responsible for maintaining the capability of TSC to deliver our products and services to our clients during a disruptive or crisis event. Simultaneously, the Books & Records Governance (BRG) Program is responsible for providing the framework for the creation, handling, storing and destruction of bank records in accordance with best practices, and all applicable laws, regulations, and rules. The Business Continuity and Records Analyst will The Business Continuity and Records Analyst (BCRA) will report to the Business Continuity Officer and be responsible for helping support both programs. The BCRA will serve as a liaison between the Risk Management function and IT, department heads, Records Liaisons, and all areas of the bank to help ensure a successful program. The BCRA will help manage the day-to-day activities of the BCM Program as well as support critical projects and activities that strengthen the overall resiliency of the bank. These activities will typically require liaising with multiple areas across the bank in a dynamic environment. The BCRA will also be responsible to help manage the day-to-day activities of the BRG program while acting in partnership with all areas and functional departments of the bank.
Primary Functions of the Position:
- Assist Business Units in completing and maintaining Business Impact Analysis (BIA) that assesses potential threats or disruptors to TSC. Help assess the risk, capture information and recommend mitigation strategies to reduce or eliminate significant risks.
- Assist Business Units in drafting, developing and testing Business Continuity Plans (BCP) that address contingency plans for critical processes in event of significant disruption.
- Support BRG and BCM programs during all internal, external and regulatory
- Develop and maintain program-related documentation including training materials, exercises, after-action reports, attestation documentation, policies, procedures and presentation materials for all levels of the enterprise.
- Develop and maintain Records Inventories and work closely with Records Liaisons in order to ensure that inventories are thorough, comprehensive, and properly maintained and adjusted as required over time.
- Help plan and facilitate desktop exercises across multiple departments and functions in order to assess strength of BCPs & BIAs.
- Assist with administration of BCM and BRG systems, including mass notification systems, validation of data, reporting, testing and numerous aspects of vendor management to both programs.
- Work with businesses to assess recommended Recovery Time Objectives (RTO) and Recovery Point Objective (RPO) against business needs, IT capabilities and cost/time tradeoffs.
- Identification, reporting and tracking of issues and helping drive corrective actions and compensating
Education and Experience Requirements:
- 3-5 years of experience with risk management, business continuity, regulatory compliance, or similar functions in a highly regulated environment.
- Bachelor’s degree in business, management, systems or similar a
- Banking experience with knowledge of operations, technology, applications and 1st and 2nd Line of Defense organizations a plus.
- Experience with third-party oversight, relationship management and review of vendor qualifications for BCM or
- Background in risk assessments, client service, and
- Ability to make sound independent judgments in areas of risk to clients and to assess and mitigate those
Essential Skills and Abilities:
- Self-motivated and detail oriented, with ability to balance multiple, disparate, complex initiatives simultaneously with minimal oversight.
- Ability to plan, organize and manage tasks
- Excellent written and verbal communication skills with the ability to build strong relationships across the
- Ability to rapidly understand different areas of banking, operations, IT and the inter-relationship between
Summary of the Position:
The Data Analyst role involves the identification, collection, interpretation, extraction and cleansing of data sets necessary for use in reporting, analytics or advanced modeling applications. Serving in a key role between technology application owners and key consumers of enterprise data resources, the Data Analyst must possess critical thinking and problem-solving skills. A data analyst needs to have a good understanding of the questions being asked and the problems that need to be solved. They also should be able to find patterns or trends in the data that reveal new insights, allowing focus on the right types of data while recognizing the most revealing methods of analysis. The data analyst must be self-motivated with the ability to effectively communicate via both verbal and written forms and manage frequently changing priorities. Ability to communicate ideas across a variety of data consumers is crucial to your work as a data analyst. Financial industry experience and familiarity with financial services, products, and regulations is advantageous.
Primary Functions of the Position:
- Gather data: Data Analysts identify and collect data from sources such as an organization’s systems of record or select external sources or even licensed data
- Clean data: Raw data often contains duplicates, errors, or non-essential data. The Data Analyst will scrub the data to improve quality utilizing a spreadsheet or programming language, to engineer the data set for accuracy and intent.
- Model data: Create and design the structures of a data set to satisfy the business objective. Determine the types of data to collect and store while establishing how data categories are related and presented for consumption.
- Interpret data: Use knowledge of data analysis techniques and the business/markets/products (etc) to identify patterns or trends in data leading to new insights or opportunities to combine with other data sets/sources.
- Present analysis: Communicate results analysis or data interpretation utilizing data visualizations tools (entity relationship diagrams, object graphs, writing reports, and presenting information to interested parties.
- Collaborate: Work with business users to understand requirements and processes and make recommendations for data set solutions/improvement
- Data Integration: Utilize data integration tools and methods such as ETL tools and development or integration services/API development to perform data extraction and data set creation
- Document Work: Creates and maintains technical documentation and process documentation
Education and Experience Requirements:
- Bachelor’s Degree in Computer Science, Information Technology, or technology-related degree
- Minimum 3 years of experience delivering and supporting data-driven solutions
- Minimum 3 years of experience supporting enterprise reporting and data visualization solutions
- Minimum 3 years of experience with databases, data modeling and data warehouses such as Microsoft SQL Server, SSIS, SSRS, SSAS, Power BI, and related tools
- Minimum 3 years of experience importing/exporting data (ETL) for use in integrations using Azure Data Factory
- Minimum 3 years of experience performing business requirements analysis
- Experience in banking and/or financial services would be highly beneficial
Essential Skills and Abilities:
- Data modeling and extraction tools: Use of Microsoft Excel and SQL, ETL tools and API service integration.
- Data Programming languages: Familiarity with statistical programming languages (Python or R) to handle large sets of data and perform complex data joins.
- Data visualization: Power BI, Tableau, Thoughtspot, Excel for creation of data set visuals.
- Statistics and math: p of statistics and math will help you determine which tools are best to use to solve a particular problem, help you catch errors in your data, and have a better understanding of the results.
- Strong communication and people skills; must work well with technology and business teams
- Strong analytical skills, with the ability to analyze and solve problems
- Must have the ability to document processes and solutions with accuracy
- Adapt quickly to changing priorities and manage multiple deadlines
Summary of the Position:
The Client Services Representative – Fulfillment & Close position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus in a specific functional area of the Private Bank Service Team, such as processing modifications or initializing client loans on the Bank’s internal systems and/or platforms. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.
Primary Functions of the Position:
- Assures complete and accurate client data is captured in the loan application, and follows the loan process through completion, closing and booking
- Works closely with all members of the Private Bank Service Team in supporting client requests
- Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
- Provides a premier client experience across all client engagements
- Works closely with other teams within operations and throughout the bank to enhance current processes
- Participates effectively in assigned projects
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Essential Skills and Abilities:
- Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
- Exceptional interpersonal and communication skills
- Proficiency in Microsoft Office preferred
- Keen attention to detail and understanding of loan process/system and applicable lending requirements
- Analytical problem-solving capabilities
- Strong work ethic and ability to be self-directed
- Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities