Project Analyst @ Osaic | Jobright.ai
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Project Analyst jobs in United States
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Osaic ยท 9 hours ago

Project Analyst

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Business DevelopmentFinancial Services

Insider Connection @Osaic

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Responsibilities

Assist with implementation of Classification Engine policies, including modifying policies to fit the Osaic environment, testing policies and documenting efficacy, documenting deficiencies uncovered by testing, and communicating these effectively to project team members
Evaluate ongoing implementation of Veritas Intelligent Review features, providing feedback to project team members on what is needed to further optimize this tool
Track results of testing and implantation of various policies within the Veritas system

Qualification

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Veritas systemEmail review experienceAI language learningFinancial services knowledge

Required

Excellent analytical and problem-solving skills
Basic understanding of role of email review in financial services and ability to read and interpret firm policy and procedures surrounding this
Aptitude to quickly learn and apply review principles and system functionality

Preferred

Familiarity with Veritas system
Email review experience
Basic understanding AI language learning

Company

Osaic provides the support, resources, and community designed for the future of wealth management.

Funding

Current Stage
Late Stage

Leadership Team

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Kristy Britt
CFO
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Company data provided by crunchbase
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Orion

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