Analyst Jobs in Beacon, NY

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  • Client Service Analyst

    Newedge Wealth

    Analyst Job 37 miles from Beacon

    Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting, cashiering activities, and other client supportive services. Duties/Responsibilities: Relationship Management Communicate with UHNW clients and prospective clients verbally and in writing Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.) Process client service requests like account transfers, disbursements, tax reports (for instance) Account Management Collect appropriate documentation to set up new accounts Process service requests and send confirmations of completion Review daily reports and alerts and process accordingly Investment Solutions Prepare client reporting materials for review meetings Prepare marketing books for client communications Practice Management Maintain contact management systems with up-to-date key client information Monitor team calendar for up-to-date deliverables Understand risk awareness and regulatory knowledge Talent Management Proactively develop self to continuously improve knowledge, skills and credentials Communicate development needs Assist with on-boarding new members to the firm Skills/Abilities: 1-3 years of client service experience preferred Financial Services industry experience preferred Series 7 and 66 licensed or willingness to acquire a license while on the job College Degree Excellent skills in Microsoft Office Suite Excellent written and verbal communication skills Highly organized with great attention to detail Excellent interpersonal skills, including being polished, courteous, professional, and patient Ability to work in a fast-paced environment Possesses exceptional multi-tasking skills and strong time-management Experience with Microsoft Office Suite (Word, Excel) Who We Are: EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades. NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $30 billion in client assets and support over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). Applications will be accepted on an ongoing basis.
    $67k-107k yearly est. 6d ago
  • Data Analyst

    Alliant-The Audience Company

    Analyst Job 20 miles from Beacon

    Alliant has developed an enviable reputation for innovative, data-driven solutions that optimize profitability in marketing campaigns. At the core of these accomplishments is a strong team with a passion for analytic innovation. To strengthen our Data analytics and Engineering teams and increase the pace of revenue growth, Alliant is always on the lookout for great talent in data analysis and engineering. Alliant is looking for experienced Data Analysts to join its Data Analytics and Engineering team. The Data Analyst will be responsible for data processing, data analysis and data engineering. The ideal candidate will have programming experience (in any language), as well as an aptitude and appetite to learn SAS. Qualified candidates will have experience in large-scale databases, data processing, quality control, and ETL and will have well-developed and highly organized work habits. This position reports to the Director of Data Analytics and Engineering. Principal Responsibilities: Extract, transform and load incoming disparate datasets from a variety of sources Provide summaries of data assets for internal and external clients Import, examine, and clean client data for model development and analysis using SAS Execute existing and develop new programs to generate model development samples to meet the business requirements of direct and digital marketers Conduct thorough quality assurance for files ensuring reliability and accuracy Diagnose and solve problems with data, layouts, and dictionaries Understand Alliant's statistical models as they relate to the company's production scoring system Maintain and update model production schedule to assure adequate and precise timing of samples to Data Scientists Work with team members to prioritize tasks and ensure that assigned projects are completed on schedule Qualifications and Skills: Undergraduate or graduate degree in Math, Computer Science, Data Science or a related discipline preferred Must have an aptitude for programming and analysis. SAS experience is preferred. 5+ years of experience with data cleaning and manipulation preferred Demonstrated ability to identify data quality issues and recommend the best course of action to address them Must be familiar with MS Excel and have well developed and organized work habits Must have strong quantitative skills and extensive attention to detail with the ability to investigate raw data Ability to clean, manipulate, and analyze large datasets to derive actionable insights. Must be flexible, adaptive, inquisitive and possess a keen understanding of technology Must be self-motivated with ability to multi-task and resolve issues independently Strong oral and written communication skills and convey complex data in a simple, actionable way Strong verbal, written, and interpersonal skills are required. This isn't just about data-it's about delivering insights to our clients. Experience in data preparation for direct or digital marketing, or related coursework, is a plus After gaining hands-on experience in this role, typically within two years, the successful candidate will have the opportunity to specialize in either the Data Science/Predictive Modeling track or the Programmer/Analyst track. This career path flexibility allows individuals to develop expertise aligned with their skills and long-term career goals. Alliant Overview: Alliant is a leading independent data company trusted by thousands of brands and agencies to bring a human element to modern data solutions. The Alliant DataHub - built on billions of consumer transactions, an expansive identity map, advanced data science and high-performance technology - enables marketers to execute omnichannel campaigns with responsive consumers at the center. Data security and privacy have been core values since day one, and Alliant's continually validate our people, processes, and data through meaningful certifications such as SOC2, IAB Tech Lab Data Transparency, NQI certification from Neutronian, and quarterly quality scoring with Truthset. For more information, visit: alliantdata.com. Alliant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law.
    $64k-92k yearly est. 2d ago
  • Information Technology Business Analyst

    Atlantic Group 4.3company rating

    Analyst Job 36 miles from Beacon

    Job Title: IT Business Analyst We are seeking a highly motivated IT Business Analyst to lead and support the planning, execution, and delivery of technology initiatives across the fund. This role acts as a key liaison between business stakeholders and IT teams, ensuring that technology solutions align with business goals and deliver measurable value. Key Responsibilities: Collaborate with business stakeholders and IT teams to align technology initiatives with organizational objectives. Analyze and evaluate current business systems and operational workflows to identify opportunities for technology-driven improvements. Gather, document, and manage detailed business and functional requirements for IT projects. Define project scope, objectives, and deliverables in partnership with stakeholders and technical teams. Assist in managing vendor relationships, including their support processes, managed services agreements, budgets, and product roadmaps. Conduct requirements analysis and support process improvements through the use of technology. Lead and coordinate user acceptance testing (UAT) to validate system changes and ensure they meet business needs. Qualifications: Strong understanding of IT strategies and the ability to support technology-driven process improvements. Proven problem-solving skills with the ability to propose scalable, tech-focused solutions. Hands-on experience with business process mapping, testing, and requirements management. Proficiency in using technology tools for data gathering, analysis, and reporting. Excellent communication and documentation skills. Bachelor's degree in Information Technology, Business, Finance, or a related field. Preferred industry experience in financial services or investment management. 44269
    $89k-113k yearly est. 4d ago
  • FP&A Analyst

    Scale Microgrids

    Analyst Job 37 miles from Beacon

    The Role We are looking for a highly skilled FP&A Analyst to support the company's CFO with financial planning, budgeting, forecasting and financial and operational performance analysis. This highly visible and strategic role will be exposed to all finance-related aspects of the business, as we build the FP&A function out, and will be crucial in providing insights that shape decision making and improve financial performance as we continue to grow. This role will report to our CFO and is a hybrid role based in Ridgewood, NJ. Key responsibilities will include: Lead the monthly reporting process by analyzing the financial and operational performance and providing detailed explanations for current year variances vs previous year and vs budget Monitor and control the operating expenses (OpEx), producing monthly reports, and providing explanations for variances vs budget Participate in developing and implementing process improvements related to financial reporting Support the budgeting, forecasting, and business planning processes as needed Control the capex deployment of the company, produce monthly reports, and interact with the Business Development and Execution teams as needed Control the cash forecast of the company, gathering inputs from different departments of the company, assuring all assumptions are up to date Prepare presentations for Board meetings and the Executive Leadership Team Support the CFO with ad hoc requests and analysis Additional duties as required The Ideal Candidate 1-3+ years of experience in FP&A, Corporate Finance, or Accounting areas, preferably at a renewable energy company Strong analytical skillset, including utilizing Power BI and reporting tools with proficiency in financial modeling and Excel (pivot tables, XLOOKUPs, Index/Match). Experience in NetSuite is a plus Hands-on problem solver with exceptional analytical skills and the ability to think and act strategically High level of accuracy, efficiency, and accountability, keen to take ownership Excellent communication and interpersonal skills, capable of working with senior stakeholders across the business in a cross-functional team environment Self-motivated with the ability to work independently, managing time effectively to meet objectives Experienced in presenting extensive data and reporting to Executive teams Energy industry experience or experience with power purchase agreements and energy service agreements financial structures is a plus A bachelor's degree in finance or a related area is required, MBA is highly preferred This is a great opportunity to have a long-term impact on a fast-paced, private equity-backed growth business. Some of the core virtues embraced by Scales' employees include: Do the Right Thing Act Like an Owner Hustle Demand Results Go Together Evolve or Disappear We offer a competitive compensation package and a comprehensive benefits program including medical benefits, paid vacation and holidays, and 401K matching. About Scale Microgrids Scale Microgrids (“Scale”) is a fully integrated distributed energy platform focused on designing, implementing, and financing innovative distributed clean energy solutions. Through its leading technical expertise and access to scale capital, Scale helps its customers transition to a decentralized energy future by providing and financing sustainable, cost-effective, and resilient power solutions. Scale has its own proprietary microgrid solution which provides customers with cheaper, cleaner, and more reliable power, and also partners with third-party developers to acquire and/or finance a broader range of distributed energy assets. Scale is backed by EQT, a firm with ~$250B in assets, bringing a depth of experience, resources, and capital that will enable Scale to continue pursuing our vision of powering the world with distributed energy. The investment enables Scale to own and operate billions of dollars in distributed generation assets. To learn more about Scale Microgrids, please visit ******************************** About EQT EQT is a leading purpose-driven global investment organization with EUR 246 billion in total assets under management, divided into two business segments: Private Capital and Real Assets. EQT owns portfolio companies and assets in Europe, Asia Pacific, and the Americas and supports them in achieving sustainable growth, operational excellence, and market leadership. To learn more about EQT, please visit ********************* Scale strives to attract and retain a workforce that reflects the composition of our customer base and communities. We are committed to providing a work environment that provides everyone with equal access and opportunity to contribute and drive meaningful outcomes. We encourage applicants from all backgrounds to apply and will consider qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
    $70k-97k yearly est. 2d ago
  • Power Platform/SharePoint Analyst

    Allstem Connections

    Analyst Job 34 miles from Beacon

    Contract: Through 2025 Hybrid: Woodcliff Lake, NJ *NO VISA SPONSORSHIP *NO C2C We are seeking a highly skilled and detail-oriented Business Systems (Power Platform/SharePoint) Analyst to join our team. This role will be responsible for designing, developing, maintaining, and enhancing business solutions using Power Automate, Power Apps, and SharePoint Online. The ideal candidate will have strong technical expertise, excellent problem-solving skills, and the ability to communicate effectively across cross-functional teams. Key Responsibilities: Design, build, maintain, and support business process automation solutions using Power Automate and Power Apps. Troubleshoot, debug, and optimize existing Power Platform solutions and ensure timely resolution of issues. Collaborate with business stakeholders to gather requirements and translate them into functional workflows and applications. Develop and implement JSON-based solutions to facilitate data exchange and system integrations. Perform debugging and maintenance of workflows utilizing JSON. Administer and configure SharePoint Online, including managing user permissions, creating sites and document libraries, integrating with other tools, and resolving user issues. Ensure system solutions are secure, scalable, and aligned with business goals. Provide training and documentation for users to ensure successful adoption of systems and tools. Participate in ongoing projects and contribute to process improvements and best practices. Qualifications: Bachelor's degree in Information Technology, Computer Science, Business Administration, or a related field. 3+ years of hands-on experience with: Microsoft Power Automate and Power Apps. JSON (JavaScript Object Notation) for developing system integrations and data handling. SharePoint Online configuration and administration. Experience using SAP as an end-user. Strong analytical, troubleshooting, and project management skills. Excellent written and verbal communication skills. Ability to work independently and collaboratively in a fast-paced environment. *NO VISA SPONSORSHIP *NO C2C
    $70k-97k yearly est. 2d ago
  • Data Analytics & Reporting Analyst

    TMF Group 4.4company rating

    Analyst Job 37 miles from Beacon

    We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website. About TMF Group TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. We provide legal, financial and employee administration through TMF Group's teams in 120 offices We are looking for a highly motivated and experienced professional, with strong analytical skills, to join our global team in Stamford in the role of Data Analytics & Reporting Analyst, to perform reporting, reconciliation and controlling activities with a focus on investment and compensation plans for the Financial Services sector. The successful candidate must love working with numbers and excel and must be a dynamic individual who enjoys problem solving and working to tight deadlines. Key Responsibilities: Generate, verify and deliver standard month end as well as ad-hoc reports to client stakeholders. Reconcile plan assets/liabilities and coordinate true up on a periodic basis. Prepare trade orders, communicate with custodian/trade desk, post settlement transactions or all trading related events associated with compensation plans under administration. Execute checklist of assigned trading/transaction related tasks. Analyze valuation and plan activity data/statements (e.g. capital call, distribution) and post relevant data to EWM System. Ensure that all plan relevant transactions are posted in a timely and accurate manner, specifically to meet periodic reporting deadlines (e.g. payroll, end of month, fee processing). Work closely with other departments of the company to coordinate and ensure that participant accounts are up to date at all times (e.g. dividends, prices, valuations, corrections, fund events) Calculate and post participant fees. Verify and approve payroll reports on a periodic basis. Perform and document various ISAE 3402 controls. Escalate system and reporting issues to relevant teams, monitor and verify resolution process. Work with internal teams to complete testing for system enhancements. Work with Client Relationship Managers to insure that client requests are addressed and deliverables are provided to clients in a timely and accurate manner. Any other duties deemed necessary by DAR Manager Key requirements: Motivated and positive attitude Strong analytical and quantitative skills Strong attention to detail and problem solving skills Able to work well in a self-directed environment and use initiative Assume ownership of tasks and follow through to completion Graduate Level Position Preferably with experience in Client Services/Financial Services role Accounting/Bookkeeping/Controlling/Operations experience Intermediate to Advanced Microsoft Excel skill. Extensive experience with web-based applications Excellent organizational skills and ability to prioritize tasks What's in it for you? Pathways for career development Work with colleagues and clients around the world on interesting and challenging work. We provide internal career opportunities, so you can take your career further within TMF. Continuous development is supported through global learning opportunities from the TMF Business Academy. Making an impact You'll be helping us to make the world a simpler place to do business for our clients. Through our corporate social responsibility program, you'll also be making a difference in the communities where we work. A supportive environment Strong feedback culture to help build an engaging workplace. Our inclusive work environment allows you to work from our offices around the world, as well as from home, helping you find the right work-life balance to perform at your best.
    $69k-90k yearly est. 15d ago
  • Fund Performance Analyst

    Mission Staffing

    Analyst Job 36 miles from Beacon

    Our client, a well-established and highly regarded asset management firm in Stamford, CT, is looking for a Performance Analyst to join their team! Responsibilities of this position include running MOIC and IRR analysis on closed-end funds, identifying and analyzing any investment risk factors, and analyzing fund, asset, and LP level performance. The ideal candidate will come with 5-10 years of Performance Analysis experience for a well-known asset manager, and familiarity with sustainable infrastructure investments is preferred. Responsibilities Include: Analyzing fund, asset, and LP level performance for the firm's closed-end sustainability infrastructure investments Running consistent MOIC and IRR analysis and producing relevant reports to present to senior stakeholders Identifying and analyzing various investment risk factors Requirements: 5-10 years of performance analysis experience for an established asset management firm Familiarity with closed-end sustainable infrastructure investments Excellent written and verbal communication skills
    $78k-105k yearly est. 4d ago
  • Anti-Money Laundering Analyst

    Partnership Employment

    Analyst Job 37 miles from Beacon

    The BSA/AML Analyst focuses on identifying and reporting currency transactions, OFAC testing and alert review and the preparation/maintaining of various reports and logs. In addition, this position maintains various functions within the Bank's AML monitoring system. In accordance with Bank policies and procedures. Essential Functions and Responsibilities Identify reportable currency transactions using reports generated from the core system and information provided by branches Maintain CTR Tracking Sheet for tracking reportable transactions Prepare CTRs for filing using the Bank's AML monitoring system File CTRs, weekly, through the Bank's AML monitoring system and E Filing Track and upload FinCEN acknowledgements, for CTRs filed Independently investigate cash/wire alerts generated by the AML monitoring system, document conclusion and elevate activity that may warrant a SAR filing Independently review OFAC watch list alerts generated by the Bank's AML monitoring system for potential matches to the Treasury lists. Document conclusion and report true or potential matches to the BSA/OFAC Officer. Independently review other watch list matches generated by the Bank's AML monitoring system for identification of high risk businesses/transactions related to a high risk business type such as marijuana, privately owned ATMs etc. Document conclusion and elevate activity that may warrant a SAR filing or raise the customer's risk rating. Perform EDD on wires of interest, daily, research originators and beneficiaries on wires and consult with Branch. Prepare and maintain Wire Transfer Log Prepare Remittance Products statistics for the Bank Call Report Perform FCRM daily system check; and FCRM Data Review functions as required Open cases in Client 360 for issues identified in FCRM, follow up as needed Assist with FCRM software upgrades and creating new FCRM alerts as needed Test vendor OFAC lists as required; Verify OFAC lists have been imported to systems used for OFAC verification Maintain reports for large currency transactions, currency exchanges and IATs Maintain statistics as required for risk assessment, FCRM validation, etc. Report suspicious activity to BSA Officer using the BSA/AML Activity Review form Assist with preparing for: OCC BSA Exam, OCC MLR, BSA risk assessment, etc. Assist with responding to findings/recommendations from the various initiatives and implementation of Program enhancements, etc. Routinely review procedures related to job responsibilities to ensure adherence and recommend revisions to the BSA/AML Officer Cross train new and existing BSA staff, as directed by the BSA/AML Officer Qualifications Required: High School Diploma or equivalent Minimum one year BSA/AML experience working in a BSA Department Windows and Excel proficiency Experience with AML monitoring systems
    $67k-92k yearly est. 4d ago
  • Ecommerce Analyst

    Blinds To Go 4.4company rating

    Analyst Job 39 miles from Beacon

    Key member of the digital marketing team, Ecommerce Analyst works with other marketing manager to improve customer experience, website conversions and optimize leads and sales. He/she must have expertise in data analysis, digital marketing, and e-commerce strategies and help identify opportunities for growth and enhancing company's online presence. Key Responsibilities · Review, analyze, and interpret data related to website traffic, user behavior, and conversions to develop insights and hypothesis to drive marketing effort. · Monitor and analyze key performance indicators (KPIs) such as conversion rates, traffic, and customer acquisition costs to assess the effectiveness of online campaigns and strategies. · Study customer behavior on the website, including click-through rates, shopping cart abandonment, and path analysis, to optimize the user experience. · Plan, execute, and analyze A/B tests to improve website design, content, and functionality. · Evaluate the performance of digital marketing channels, including SEO, PPC advertising, email marketing, and social media, and provide recommendations for improvement. · Conduct competitive analysis to identify market trends, benchmark against competitors, and recommend strategies to gain a competitive edge. · Develop reports and dashboards to communicate findings and insights to cross-functional teams and management. · Work with marketing and web development teams to develop and execute strategies that drive growth and enhance the customer experience. · Provide data-driven recommendations and actionable insights to improve website functionality, product offerings, and marketing campaigns. Key Requirements · Bachelor's degree in business, marketing, data analytics, or a related field. · Minimum 5-year experience as an Ecommerce Analyst/Manager in consumer business, ideally with retail store fronts · Proficiency in data analysis tools and techniques, including Excel, SQL, data visualization tools, and statistical analysis. · Familiarity with e-commerce platforms, web analytics tools (e.g., Google Analytics), and digital marketing channels · Strong analytical and problem-solving skills, with the ability to translate data into actionable insights. · Good oral and written communication and presentation skills; able to convey complex data findings to diverse teams. · Detail-oriented and highly organized with the ability to manage multiple projects simultaneously. · Knowledge of e-commerce best practices, online consumer behavior, and industry trends. · Experience with A/B testing, and experimentation methodologies is a plus. · Strong interpersonal skills and proven ability to network and build relationships. · Strong critical thinking skills to assess client needs and propose effective solutions. · Self-motivated and able to work independently. We will set-up the new hire for success by having him/her work in our showrooms for 3-4 months to understand our business paradigm and develop key relationships within our organization. Blinds To Go, Inc., is the leading and retailer and manufacturer of custom-made blinds and shades in North America. At Blinds To Go, Inc., we have redefined the window decorating industry with our direct-to-consumer business model and our legendary customer service. We control every element of our brand including the in-store experience and shop-at-home experience. Blinds To Go is an equal opportunity employer. Blinds To Go complies with all federal, state/province, and local laws. Blinds To Go welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. Blinds To Go. Building a great company…one person at a time.
    $47k-81k yearly est. 5d ago
  • Call Center Analyst

    Insight Global

    Analyst Job 37 miles from Beacon

    Must Haves: 3+ years of customer service, quality call, or call center experience Experience transcribing and picking up certain key indicators/ information in calls Strong experience with Excel: ability to format cells, formulas, package up a report, etc. Good communication & listening skills Ability to create reports & presentations based off call information Bachelors Degree Nice to Have: Telecommunication Experience Previous experience within a call center Day-to-Day: Insight Global is hiring for a Quality Call Center Analyst to sit 100% onsite for a large, telecommunication company. This person would be joining the Service Transformation Team within the Customer Operations Organization. This Quality Call Center Analyst will be joining a team comprised of program managers, business analysts, and other project managers. This group is working on a new program launch that will encompass multiple phases. The goal of this group is offering "next best decision/action" or NBO to customers by incorporating the artificial intelligence tool, Pega. In other words, when a customer calls in, the platform will interrupt the call and be able to pull past call data or their customer profile. Based off the current data, the AI tool will suggest the next best action or predict why the customer is calling in that way they are directed to the right person/center that will overall better customer experience. This Quality Call Analyst will be listening and gathering context from customer calls with agents. This Quality Call Center Analyst will be listening to see what areas could have been improved in the call to better the customer experience or how they did giving the " next best offer".
    $45k-69k yearly est. 5d ago
  • Sales Operations Analyst

    Health Monitor Network 3.6company rating

    Analyst Job 32 miles from Beacon

    For over 40 years, Health Monitor has been a nationally recognized, targeted healthcare marketing platform for the Pharma/OTC industry. Our in-house, award-winning content studio creates bespoke healthcare education that fosters more productive patient-physician dialogues at every point of care-we call it #TheHealthMonitorDifference. We have the largest proprietary physician office network in the industry, with over 250,000 offices and more than 450,000 healthcare professionals engaging with our omnichannel educational products. Health Monitor delivers premium point of care content that empowers patients and HCPs with trusted information to achieve the best health outcomes while driving impactful ROI for brands. Learn more at healthmonitornetwork.com and follow us on LinkedIn, X, YouTube and Instagram. Position Overview We are seeking a motivated Operations Analyst to join our team. In this role, you'll collaborate with Operations leadership and cross-functional teams to improve efficiency through analyzing data and providing insights that support decision-making and growth in the Physician Network. This opportunity is ideal for recent graduates or entry-level professionals looking to develop analytical skills in a fast-paced environment. The ideal candidate is organized, detail-oriented, and able to manage multiple tasks. As you grow in the role, you'll take on more projects with increasing responsibility. This is a hybrid position, requiring at least three days in the office per week. Essential Job Functions Utilize data insights to identify opportunities for campaign/network growth and areas requiring follow-up or resolution Liaise with cross-functional teams and physician network customers to facilitate the completion of orders Create new orders as needed and see through to completion, ensuring accurate data entry and prompt scheduling Deliver exceptional customer service by maintaining responsive, professional communication, addressing customer needs and concerns promptly, and building strong, lasting relationships Review post-job deliverables to ensure alignment with company policies and adherence to quality standards Maintain and update databases by entering accurate information, identifying and correcting data errors, and ensuring data integrity Reinforce standard operating procedures (SOPs) through guidance, ongoing monitoring, and consistent promotion of best practices Develop concise, actionable reports for Operations & Service leadership Proactively identify insights and challenges, communicate them effectively to management, and recommend process improvements to optimize operational efficiency Provide knowledgeable support by staying current on company services, escalating complex issues when needed, and assisting with sales, service efforts, and special projects Qualifications: Ability to manage multiple tasks while maintaining attention to detail and meeting deadlines Excellent problem-solving skills with a proactive approach Eagerness to learn and develop Strong verbal and written communication skills Ability to work both independently and collaboratively Proficiency in Microsoft Office, specifically Excel (pivot tables, VLOOKUP, basic formulas) Bachelor's degree required Smart phone required ADA- Physical Demands Office Position: While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel objects, tools, or controls; talk and hear. The employee regularly is required to walk and reach with hands. Employee frequently uses computer keyboard, regularly travels both short and long distances via walking within the work site. The employee must regularly lift and/or move a laptop computer. Specific vision abilities required by this job include close vision, peripheral vision, depth perception, and the ability to adjust focus. Employee views computer monitor frequently. Must be able to lift 10-15 lbs.
    $59k-80k yearly est. 2d ago
  • Warehouse Analyst - Entry Path to Sports Pricing, Amazon Sales & Inventory Strategy

    Stubworld

    Analyst Job 24 miles from Beacon

    Pomona/Nanuet, NY | Full-Time | $45,000-$60,000+ | Physical + Analytical Hybrid Role StubWorld is a national leader in sports ticket distribution, pricing, and memorabilia. Alongside our core ticketing business, we operate a fast-moving retail division that sells collectibles, snacks, and trending products on Amazon and eBay. We've spent 25+ years combining data, hustle, and creativity to grow our brand - and now we're expanding our team. We're hiring a Warehouse Analyst - someone who's ready to start in a hands-on warehouse role but who also brings curiosity, reliability, and a desire to grow into pricing, purchasing, or inventory strategy. If you love sports, retail, Amazon, or buying/selling online, this role gives you the tools and exposure to turn that passion into a career. Your Day 1 Responsibilities (Warehouse & Logistics) Pack and ship inventory (Amazon FBA/FBM, eBay, memorabilia) Unload deliveries, restock shelves, process returns Operate or train to operate a forklift (we'll certify you) Use basic tools (Google Sheets, labeling, returns software, email) Assist with organizing and managing sports collectibles and retail goods Where You'll Grow (Sports Pricing + Amazon Sales Strategy) Learn how we price Yankees, Rangers, and other live event tickets in real time Help analyze and price products for Amazon and eBay based on market trends Get trained in purchasing and restocking inventory for resale Build cross-training experience in sports ticketing and Amazon retail Grow into a full-time role in pricing, analytics, purchasing, or inventory leadership This Role is Perfect For Someone Who… Loves sports and wants a path into the ticketing and memorabilia business OR loves retail, Amazon, and the art of buying/selling great products online Wants a career that blends hands-on work with long-term opportunity Enjoys using numbers, data, and market trends to make smart decisions Has the drive to hustle and the brainpower to grow Requirements Able to lift 50 lbs and work on your feet throughout the day Comfortable using basic software (Google Sheets, email, labels, etc.) Forklift certified? Great. If not, we'll certify you. Must be legally authorized to work in the U.S. and commute to Pomona/Nanuet, NY Spanish-speaking is a plus Schedule Monday to Friday, 9 AM to 6 PM (some weekend flexibility if needed) Compensation & Benefits $45,000-$60,000 starting salary depending on experience Paid forklift certification + hands-on training Long-term growth into pricing, purchasing, or logistics roles Exposure to both sports ticketing and Amazon retail Paid time off + performance-based bonus opportunities How to Apply Email your resume to **************** with subject: “Warehouse Analyst Application” Please include: Your one-way commute time to Pomona/Nanuet, NY Whether you're forklift certified (or open to getting trained) Whether you're more interested in sports, Amazon sales, or both - and why
    $45k-60k yearly 2d ago
  • Valuation Analyst (Senior Associate)

    Equifind

    Analyst Job 36 miles from Beacon

    Equifind are recruiting for a Senior Valuations Associate for a top tier Global Private Equity firm (> $30Bn AUM) based in Greenwich, Connecticut. The role is broad, team dynamic and involves a lot of cross team collaboration and senior stakeholder partnering as well. The firm in Greenwich, Connecticut HQ has offices in New York but also Globally and are well regarded in the industry with some very notable investments under their belts. While being a medium size corporate, the sense of collaboration and striving for excellence and culture from the top down cannot be stressed enough. You will not be a cog in a large wheel here but senior management get involved and know everyone. The role The breadth in this role cannot be stressed enough also, Your primary responsibilities as a Senior Valuations Associate will be to run the valuation process across a breadth of funds and strategies. The deal team do the valuations and this role will analysis them and work closely with the investment team. Conduct quarterly and ad hoc valuations for global private equity and credit investments in accordance with industry standards (e.g., IFRS, US GAAP, ASC 820). Develop and maintain financial models, including DCF, market multiples, and precedent transaction analyses. Present valuation findings to senior management, investment committees, and external stakeholders. Perform sensitivity analyses and stress testing on valuation models. Analyze financial statements, industry trends, and economic conditions impacting investment performance. Collaborate with investment teams, infrastructure teams, and third-party valuation advisors globally. Manage the audit of investment valuations globally, in collaboration with onsite teams. Ensure compliance with various global regulatory requirements and internal controls regarding valuation processes. Maintain and improve valuation methodologies and processes to enhance accuracy and efficiency. Ad hoc projects / continuous improvement Profile Bachelor's degree 5-8 years experience within a public accounting or Valuation third party firm focused on PE/AM clients or within the industry itself at present Deep expertise in financial modelling, valuation and equity allocation techniques, including discounted cash flow (DCF), comparable company analysis, precedent transactions, option pricing methodology, PWERM approaches, etc. Extensive experience with illiquid investments, including private debt, leveraged loans, and equity investments. Strong knowledge of accounting principles and valuation standards (ASC 820, IFRS 13, etc.). Proficiency in Excel, financial modelling, and valuation software (e.g., Bloomberg, Capital IQ, VBA, Python preferred but not required). Proven leadership and team management skills. Excellent communication, negotiation, and presentation skills. Ability to work independently and collaboratively in a global, fast-paced, high-stakes environment. What's on offer? Competitive base salary, commensurate with experience Annual discretionary bonus 401K Private healthcare and other fantastic benefits
    $74k-100k yearly est. 2d ago
  • Revenue Analyst (ONSITE)

    Octapharma USA, Inc.

    Analyst Job 39 miles from Beacon

    Who we are: Octapharma USA, an American subsidiary of Octapharma AG, is located in Paramus, New Jersey. Octapharma is one of the largest human protein product manufacturers in the world. Family-owned since being established in 1983, Octapharma is a global healthcare company headquartered in Lachen, Switzerland. Our products are available in 118 countries and reach hundreds of thousands of patients every year. We are an entrepreneurial company with a high-energy, fast-paced work environment. Our focus is on delivering lifesaving products to patients who rely on our therapies to treat rare diseases and other bleeding and immune disorders. Here, every employee, no matter the department or role, is highly valued and an integral part of our success, which has resulted in year-over-year growth and expansion. The power of our combined efforts and commitment as a team is what makes this all possible. By truly listening and responding to one another, we work together to reach a common goal and create an environment that inspires excellence. When you walk in our doors each day, you'll be among a friendly group of people who respect your strengths, appreciate your interests, and support your success. We are a family. And we have our long-term employees to show for our wonderful culture and environment. Position Summary: Octapharma USA is searching for a Revenue Analyst to join our team. The Revenue Analyst is responsible for various aspects of gross to net deductions and sales including processing, reporting and analytics for daily, monthly, and quarterly functions. This position will be responsible for the timely receipt, analysis, resolution, and posting/reporting of GPO administrative fees, as well as other gross to net deductions such as data service fees and rebates. This position will also be responsible for variance analysis, reconciliation documentation, and additional ad-hoc analyses. Requirements: Must be onsite daily in Paramus, NJ HQ BA/BS degree in related field of study required 3-5 years of pharmaceutical rebate processing and analytics experience Experience with Model N or other similar reporting system SAP experience preferred High proficiency in Excel and pivot tables Experience with PowerBI or other data visualization software Experience collaborating with pharma wholesaler/distributors Knowledge and experience with various gross to net deductions Octapharma USA is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We commit to an inclusive recruitment process and equality of opportunity for all our job applicants. At Octapharma USA, we strive to exemplify diversity through our employees, recruitment efforts, and the communities we serve. While promoting equity among our employees and colleagues, we encourage open dialogue with respect for each other's point of view. In an inclusive culture, we can foster a sense of belonging. Diversity, equity, inclusivity, and belonging are essential for the success of Octapharma USA. While Octapharma USA does not require a vaccination for COVID-19 or proof of a recent negative test result for COVID-19 at this time, employees working in customer facing roles must adhere to and comply with customers' (such as hospitals, physician offices, etc.) credentialing guidelines, which may require vaccination. As required by applicable law, Octapharma USA will consider requests for reasonable accommodation for those unable to be vaccinated. This requirement is subject to applicable state and local laws and may not be applicable to employees working in certain jurisdictions. Octapharma USA Compensation and Benefit Summary: The pay range for this position at commencement of employment is expected to be between $75,000 to $95,000; however, unexpected, and necessary adjustments or increases may result from Company annual salary increases, if applicable, and or fluctuations in the job market necessitating adjustments to pay ranges. Further, final pay determinations will depend on various factors, including, but not limited to geographical location, experience level, knowledge, skills, and abilities. The total compensation package for this position may also include other elements, a full range of medical, financial, and/or other benefits (including 401(k) eligibility and paid time off benefits, including parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Employees may be eligible to participate in Company employee benefit programs such as health insurance, flexible spending account, paid time off, and disability plan in accordance with the terms of the applicable plans. For additional general information on the company benefits, please go to Employee Benefits. Important notice to Employment Agencies - Please Read Carefully Octapharma USA, Inc. does not accept unsolicited assistance from agencies for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for this position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
    $75k-95k yearly 30d ago
  • Senior Revenue Analyst

    Juno Search Partners 4.4company rating

    Analyst Job 31 miles from Beacon

    Juno Search Partners is a certified women-founded and women-led talent solutions firm with extensive experience in the placement of accounting, administrative, finance, human resources, legal, marketing, operations, and technology candidates nationwide. Senior Revenue Analyst Position Overview The Senior Revenue Analyst - Financial Planning & Analysis is an astute problem-solver, who distills complex analytics and business problems into succinct, clear, and actionable insights for the Finance organization. You will be responsible for analyzing financial data to provide budget and forecast support, developing, and maintaining dashboards that inform our executives of business performance, focusing on building scalable reporting, models and processes to accommodate business needs as the company grows. You will work closely with the Operations, Sales, and Information Systems teams to ensure data quality and maintain a single version of the truth. For Full-Time Employees we offer: Competitive health, dental, and vision benefits Guardian Hospital Indemnity coverage Life & LTD 401(k) matching up to 3% Primary Job Duties Develop and maintain complex revenue forecasting models to predict future revenue performance with a focus on Payment and SaaS revenue streams Prepare budgets and forecasts, variance analyses, long-term planning, risk/opportunity assessments, and periodic/ad hoc reporting ensuring alignment with overall financial goals Conduct detailed analysis of revenue data to identify trends, patterns, and opportunities for growth. Prepare accurate and streamlined month-end reporting packages, financial reports, presentations, and other management needs for internal and external needs. Identify and assess revenue-related risks, developing strategies to mitigate potential issues. Identify areas for revenue improvement. Serve as a liaison between the finance and other departments, ensuring clear and effective communication of revenue-related insights and recommendations. Work closely with cross-functional teams, including finance, sales, and operations, to streamline operations and implement automation tools. Provide data-driven, value-added insights to inform business decisions and support strategic planning initiatives. Ensure compliance with revenue recognition standards and company policies. Become astute in and apply as appropriate various business, economic trends, and seasonality. Work closely with our data operations team to mine and analyze data to draw valid inferences and build forecasting models Manipulate, analyze, and interpret complex data sets and prepare reports for business development needs Work closely with FP&A team, Data Team and accounting teams on developing reports, tools, and methods to assist leaders with operational decisions and planning Monitor and review data quality; produce and track key performance indicators Create and maintain data dashboards, graphs, and visualizations Analyze operational performance and identify areas to increase efficiency and automation of processes Set up and maintain automated data processes Minimum Qualifications: Bachelor's degree in business, finance, economics or similar required 3+ years of FP&A experience Accounting/GAAP and finance background preferred Interpersonal and communication skills with the ability to interact with various management levels High level of commitment to quality work product and organizational ethics, integrity, and compliance Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture. Superior problem-solving skills. Advanced Excel modeling experience Excellent written and verbal communication skills Excellent numerical and analytical skills Ability to work independently in a rapidly changing environment Demonstrated knowledge of forecasting and financial statement analysis Experience in healthcare merchant payment services, and/or SaaS software platforms preferred. Extensive knowledge of data analysis tools Experience with statistical methodologies and data analysis techniques Ability to produce clear graphical representations and data visualizations. Superior presentation and writing skills Knowledge of Salesforce CRM, Tableau, SQL, Power BI and/or FP&A platforms a plus Juno Search Partners is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law. The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It's expected that all of our employees are aware of this policy and that they create an environment that's sensitive and respectful to all individuals.
    $67k-95k yearly est. 23d ago
  • Senior Fund Analyst

    Atlas Search 4.1company rating

    Analyst Job 36 miles from Beacon

    ABOUT: One of the hottest, fastest growing Fin-Tech Alternative Investment firms, and they're looking to hire a critical member to the Private Equity Fund Finance team to support this strategic growth. They have been extremely successful, have significant buzz and positive press, and plan to double in the next year. They are looking to add 2 Seniors to the team due to growth. This position will manage all fund accounting, technology initiatives, data analytics, and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables. Some Perks: Excellent Benefits/ 90% paid-for by company Stock options + Equity Free catered lunches Internal Mobility Business Development/ Shadowing Programs Tuition/ Advanced Education reimbursement Responsibilities Review fund draft documents (LPA/PPM) as well as underlying fund operational questionnaires prior to fund launch. Provide feedback to internal legal or fund origination teams if there is anything that should be considered from a fund finance perspective. Determine commitment sizes to underlying funds and conduct analysis on fund expenses. Oversee quarterly fund NAV and partners' capital account statement issuance by the team and track KPIs. Review and sign-off on capital call and distribution cash analysis, investor allocation files and notices prepared by third party admins and Associate or AVP members of the Fund Finance team. Participate in executive management-level meetings internally and externally to provide financial insight in terms of firm growth. Financial and Transactional Due Diligence and Market Trend Analysis. Approve and release quarterly management fee payment wires. Facilitate and work with Technology team to drive process automation and efficiency. Monitor fund's compliance with the partnership operating agreement terms. Oversee the funds' progress and offer strategic growth solutions from a financial perspective. Requirements 2-6 years experience in Fund Accounting. Private Equity, Hedge Fund or Real Estate Fund Accounting. From Fund, FinTech firm, or Fund Advisory firm. Also open to straight public external audit with fund clients. Highly rated. Accounting Degree CPA or CFA is a plus. Hybrid 4 days in office.
    $93k-153k yearly est. 2d ago
  • Financial Analyst

    Eclaro 4.2company rating

    Analyst Job 35 miles from Beacon

    Want to be part of the Energy Industry? ECLARO is looking for a Financial Analyst for our client in White Plains, NY. Eclaro's Client is America's largest state power organization and is a national leader in energy efficiency and clean energy technology. If you're up to the challenge, then take a chance at this rewarding opportunity! Project Overview We are seeking a skilled Financial Analyst to join our Treasury team. The ideal candidate will manage financial activities, optimize debt models, and develop financial models to support strategic decisions. This role requires expertise in advanced Excel techniques, Power BI, and financial modeling. Job Functions & Responsibilities Develop financial models using Excel (e.g., dynamic arrays, Power Query, VBA) and Power BI dashboards for data visualization. Prepare treasury reports and investment recommendations. Collaborate with stakeholders to overcome financial challenges and ensure compliance with regulations. Assess and implement financial technology solutions for automation and optimization. Identify, recommend, and implement opportunities to streamline processes or improve computer model systems. Interpret results from various analysis and communicate actionable recommendations to senior management, either verbally or in writing, about the preferred way to proceed along with alternative scenarios. Identify key strategic considerations and present these to senior management, such that high-level, actionable information is communicated. Skills Proficient knowledge of economics, finance, and accounting. § Excellent analytical skills required, including statistical and quantitative analysis and the use of spreadsheets and databases to analyze past and forecast future financial trends. § Ability to solve problems, manage implementations, coordinate periodic activities and meet project deadlines. Expert proficiency with Microsoft Excel, Word, and PowerPoint and other computer applications and file organization procedures is required. Demonstrated ability to use Pivot Tables, Tables and Database formulas within Excel at expert level. Advanced knowledge of Access, SAP Products, treasury management systems is preferred. Visio knowledge is desirable. Ability to work closely with Client staff and external stakeholders in collaborative processes. Strong planning and organizational skills required to manage multiple complex processes involving many different departments within Client as well as customers and their consultants. Ability to organize and prioritize job assignments and complete tasks in a timely manner with minimal supervision. Excellent verbal and written communication skills. Familiarity with SQL or other automation tools for reporting processes. Experience in an applied competitive environment preferred. Utility experience with an understanding of corporate finance and governmental regulations If hired, you will enjoy the following ECLARO Benefits: 401k Retirement Savings Plan administered by Merrill Lynch Commuter Check Pretax Commuter Benefits Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO If interested, you may contact: Gizelle Salonga ************ ************************** Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
    $63k-87k yearly est. 2d ago
  • Financial Analyst

    Brown & Brown 4.6company rating

    Analyst Job 35 miles from Beacon

    Brown & Brown Insurance is seeking a detail-oriented and proactive Financial Analyst to join our team in one of the following locations: White Plains, NY Dedham, MA Southborough, MA This hybrid role offers a blend of remote and in-office work, providing flexibility while ensuring close collaboration with our finance team. The ideal candidate will possess strong analytical skills, financial acumen, and the ability to interpret complex data to drive strategic decision-making. How You Will Contribute Consolidate and analyze financial data (budgets, income statements forecasts, etc.) considering the company's goals and financial standing. Drive critical and complex analysis and reporting of key performance indicators with focus on driving revenue and operating income growth Generate reporting and analysis of monthly financial month-end packages. Provide creative alternatives and recommendations to reduce costs and improve financial performance. Quickly respond to ad hoc queries from internal customers (senior/executive management). Partner with data & analytics team in the development of new reporting needed to provide further insights into our business performance. Assist with creation of PowerPoint presentations to senior leadership for internal purposes that bring the data to life through compelling visualizations. Other duties as assigned Skills & Experience to Be Successful Required: Bachelor's degree in a Finance or Accounting discipline required. 3+ years progressive work experience in financial analysis and budgeting. Highly proficient in Excel modeling, PowerPoint, MS Word, and financial software applications. Experience with Workday, and Power BI is a plus. Ability to cleanse and analyze large datasets in order to find trends and draw conclusions. Strong problem-solving skills. Ability to maintain a high level of confidentiality. Effective communication & interpersonal skills. Preferred: Experience with insurance or other financial services industry Experience presenting to groups of peers or leadership Experience working remotely with other stakeholders Working knowledge of accounting principals and journal entries Pay Range (Automated based Workday Conditional Formatting) $80,000-$100,000 annually Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services; Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
    $80k-100k yearly 5d ago
  • Credit Analyst

    Laundrylux 3.6company rating

    Analyst Job 29 miles from Beacon

    Objective: The LaundryLux Credit Analyst is responsible for supporting the creditworthiness of potential borrowers and assessing the risks associated with lending activities. This typically involves analyzing financial statements, credit reports, and other relevant data to determine the likelihood of repayment. The Analyst aims to support decision-making processes in funding by providing detailed assessments that help financial institutions make informed choices about extending credit. Additionally, they provide superior service and support to our customers. Responsibilities: Collect and analyze financial data to support lending decisions. Assist in reviewing, analyzing and interpreting financial information. Assist with completing loan applications. Collaborate with team members and communicate findings to senior credit analysts or management to assist in decision-making processes. Research and identify process improvement opportunities and make recommendations to management Reconcile customer statements/billings Ensure collateral is perfected according to the approved credit decisions. Review loan package for accuracy and completeness including but not limited to business entity documents prior to preparing loan documents. Assists in the preparation of loan modification, renewal and extension documents of loans Collects and analyzes financial data to support lending decisions, including reviewing payment histories and evaluating any risk factors. Prepare Ad hoc documents as needed Enter applications into proprietary software Request and review insurance certificates to ensure sufficient coverage of collateral Perform other duties/projects as assigned Required Skills/Abilities: Understanding of loan documentation principles and the perfection of security interests. Ability to effectively manage time to meet deadlines and prioritize tasks. Familiarity with leasing software for efficient management of leases. Experienced in using Microsoft Word and Excel for documentation and analysis. Highly analytical with strong critical thinking abilities to solve problems. Detail-oriented, ensuring accuracy and thoroughness in all tasks. Exceptional written and oral communication skills for effective interactions. Confident in making and handling phone calls in a professional manner. Brings energy and enthusiasm to the workplace and team environment. Must be able learn quickly and adapt to read loan documents Education and Experience: Bachelors in finance or related field is required; 2+ years of experience in credit analysis, lending, funding, financing or a related field is expected.
    $80k-126k yearly est. 2d ago
  • Municipal Bond Credit Analyst

    Clinton Investment Management, LLC

    Analyst Job 37 miles from Beacon

    Clinton Investment Management is seeking a Municipal Credit Analyst to support the firm's rapid growth of assets under management. Primary job responsibilities include performing detailed credit analysis for securities across multiple municipal sectors and with varying risk profiles. The analyst will help identify potential investment opportunities utilizing the firm's investment thesis and philosophy and articulate credit opinions to internal and external stakeholders. Core Responsibilities • Perform fundamental credit analysis for a complex portfolio of municipal issuers across the risk spectrum, including high yield • Surveil a portfolio of assigned credits within stipulated deadlines through analysis of periodic financial reports, news sources, management discussions, and other external sources to fulfill regulatory requirements • Recommend, through written reports and verbal communication, the potential suitability of specific municipal credits for individual portfolios and commingled funds • Develop, review, and maintain internal credit models to support analysis and trade recommendations • Effectively communicate with team members, rating agencies, broker/dealers and other industry players • Draft periodic credit commentaries on key market and industry developments • Perform special/ad hoc projects, as needed, to advance the research team and firm's objectives Qualifications • Three-to-five years of municipal credit analyst experience at buy/sell side firms, bond insurers, credit ratings agencies, issuers, etc. Other pertinent experience will be considered • Advanced analytical and quantitative skills, particularly an ability to navigate complex data sets and systems to assess credit risks • Knowledge of and interest in macroeconomic topics (economic, political, and legal) and their linkages to municipal securities • Excellent written and verbal communication skills to successfully articulate credit opinions to trading desk and clients • Strong intellectual curiosity, independent thinking, and ability to work collaboratively in team-based settings • Excellent time management/organizational skills and attention to detail Education • Bachelor's degree in a related field (economics, finance, public policy/administration, business, mathematics) is required o Advanced/master's degree is preferred • CFA or progress towards obtaining designation is a plus Preferred Qualifications • Exposure to sectors such as charter schools, healthcare/CCRCs, transportation, higher education, tobacco, and project finance sectors is a plus • High yield experience Compensation Competitive pay and bonus commensurate with professional experience
    $59k-95k yearly est. 3d ago

Learn More About Analyst Jobs

How much does an Analyst earn in Beacon, NY?

The average analyst in Beacon, NY earns between $60,000 and $110,000 annually. This compares to the national average analyst range of $53,000 to $99,000.

Average Analyst Salary In Beacon, NY

$81,000
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