Analyst Jobs in Carteret, NJ

Our client is seeking a Data Analyst to join their team! This position allows for applicants in Irving, TX; Basking Ridge, NJ; or Atlanta, GA. Produce, edit, and proofread clear and concise content for multiple channels, including voice channels, web, app, agent systems, and other applicable platforms Collaborate closely with UX Writers, Content Strategists, and Translation services to ensure high-quality copy and Content Quality Assurance (CQA) Maintain and review tone, voice, and personas across all content created for nine different brands Design, build, and implement VOC (Voice of the Customer) data flow, data validation, and system integrations in collaboration with GTS, AI&D, vendors, business teams, and development teams. Drive agile project management, including creating user stories in Jira, leading grooming sessions, and ensuring successful sprint execution Utilize expertise with VOC vendors such as Qualtrics, Medallia, and other customer experience platforms to design, analyze, and optimize VOC programs Partner with cross-functional teams to implement technology solutions that enhance customer insights and improve overall experience Ensure seamless integration of VOC systems with enterprise data architecture to support data-driven decision-making and actionable insights Manage data ingestion processes, ensuring seamless integration across multiple systems Lead system integrations, APIs, and real-time payload creation to optimize VOC programs Desired Skills/Experience: Bachelor's degree 6+ years of relevant experience in data engineering, system integration, and VOC program implementation Proficiency in SQL to extract, manipulate, and analyze large datasets Hands-on experience with system integrations, data engineering, and data migration, with a solid understanding of data architecture across multiple systems A background in marketing, computer science, business transformation, data science, or customer experience in a business, agency, or consulting environment Experience developing and automating data analytics and conducting ad-hoc analyses Strong analytical skills with a proven ability to meet and exceed business objectives A high level of accountability and ownership The ability to build strong relationships with business partners, manage multiple projects simultaneously, and deliver results on time Benefits: Medical, Dental, & Vision Insurance Plans 401K offered $24.50 - $35.00 (est. hourly)

MONTICELLOAM, LLC and its affiliates (“Monticello”) is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic. We are looking for a Technology and Data Analytics Analyst/Associate for our New York City office to support investment management teams such as originations, underwriting and asset management as well as finance, accounting, compliance, investor relations, and human resources. The Technology and Data Analytics Analyst/Associate's primary responsibilities are: Assist in the design and implementation of a data warehouse, including the setup of various data tables and flow of information from various sources into and out of the data warehouse to support analytics, dashboarding, and automated process flow Proactively analyze investment related data to answer key questions from internal and external stakeholders including executive management, investment team members, and investors Develop custom investment related reports across healthcare and multi-family real estate debt and equity Perform qualitative and quantitative research on public and proprietary data sets and technologies to develop insights, create presentations, and make actionable business recommendations Leverage AI tools to automate data entry and analysis Evaluate individual investment and portfolio performance across asset class, geography, and other segmentations to identify key trends Break complex processes down into their individual components and identify areas where data and technology can increase efficiencies, effectiveness, and scalability Sustain and oversee the data management systems critical to the firm's success. Job Requirements: Bachelor's Degree Finance, accounting, credit, legal, real estate and/or business background Established organizational skills and ability to simultaneously handle multiple projects Extensive technical skills including, iLevel, Snowflake, Tableau, Monday.com, SQL, Python Experience sourcing and analyzing data through APIs, data scraping, and database querying Ability to quickly learn new tools and technologies Interest in financing healthcare, senior housing, multi-family housing and/or renewable energy preferred Effective oral and written communication and interpersonal skills to liaise with borrowers, financing counterparties, and other external parties Advanced financial analytical proficiency along with the ability to “see the big picture” Strong grasp of logic and data analytics Passion for the firm and passion for what we do Intellectual curiosity and a desire to understand the purpose behind their work We firmly believe that the most innovative solutions arise from a diverse, collaborative environment that welcomes varied perspectives and backgrounds. We are dedicated to fostering an inclusive workplace that not only embraces differences but also empowers all individuals, providing them with opportunities to unleash their entrepreneurial spirit. We are an equal opportunity employer. This opportunity will offer a competitive base salary and performance-based bonuses. The base salary for this position falls within the range of $90,000 to $110,000 per year. The specific compensation package will be determined based on the qualifications of the selected candidate at the time of hiring. Additionally, employees may be eligible for discretionary bonuses, contingent upon their annual performance reviews.

with a major financial firm. Hybrid - 3 days / week in Newark, NJ. Junior Data and Reporting Analyst We are seeking a detail-oriented and highly organized individual with strong Excel skills and attention to detail to support daily tasks. This role will involve data entry and reporting for financials, resourcing and headcount. In addition, the individual will provide backup when needed assisting in managing administrative tasks including employee/contractor onboarding and coordinating schedules. The ideal candidate should be proficient in Microsoft Excel, possess excellent organizational skills, and be comfortable handling confidential information. Key Responsibilities Perform data entry, maintain spreadsheets and develop reports (e.g. pivot tables, VLOOKUP, Charts) Process invoices and expenses Establish and help maintain relationships internally and externally When needed will assist with meeting coordination, supporting onboarding and offboarding employees and contractors (this includes, systems access, ordering equipment, processing necessary paperwork, and ensuring smooth integration) Qualifications & Skills Bachelor's degree preferred 2+ years of experience working in a similar role Strong attention to detail and accuracy Advanced proficiency in Microsoft Excel (e.g. pivot tables, data analytics, Vlookup). Familiarity with PowerBI is a plus Strong powerpoint skills Ability to multitask, prioritize tasks effectively, and manage heavy workloads in a deadline-driven, fast-paced environment. Strong problem-solving skills and attention to detail. Ability to work independently and as part of a team. Strong organizational and time management skills Strong verbal and written communication and interpersonal skills Ensure accuracy and confidentiality in handling sensitive information

BUSINESS CONTROLS ANALYST IIWHAT IS THE OPPORTUNITY?This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Commercial Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits.What you will do Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. Must-Have* Bachelor's Degree 3+ years within or related to financial services Skills and Knowledge 3 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity CompensationStarting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit cnb.com.EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at **************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.

Job Title: Analyst / Senior Analyst, Investment Infrastructure and Technology (Business/data analyst) Work Model: in office 4x a week (Monday-Thur) Comp: 80-115k base + bonus Summary: A top tier asset management firm with 50bn+ in AUM is looking for a technical business analyst/data analyst hybrid to join their growing but tight knit team. You will focus on data governance and data integrity procedures, business analytics, and reporting, and other ad-hoc projects which are part of the day-to-day operations of the business. Key responsibilities include: * Apply data governance strategies through data validation for internal and external reports * Assist with generation of various internal reports * Contribute to the development of enhanced standardized processes and procedures * Create optimized workflows to produce data analysis and visualizations * Assist Underwriting team with the closing process for new transactions * Liaise with adjacent teams on ad-hoc and recurring data requests, internal and external audits, communication and fundraising/marketing updates, projections, portfolio summaries, and other special projects Requirements: * Bachelor's degree * 0-3+ years of relevant work experience * Excellent skills in data management and analysis, business analytics, and problem-solving * Experience with SQL Server, SSRS, Python, Power BI, and AI tools * Professional background in investments, operations, or finance industries preferred * Knowledge of leveraged finance, fixed income, and/or private equity preferred * Strong interpersonal and communication skills; establish effective working relationships with teammates * Balancing thoroughness and efficiency of work Desired Skills and Experience data analysis data analyst sql python business analyst business analysis kdb r coding database power bi tableau AI data governance query strategy operations operations analyst data strategy data strategy operations analyst technical business analysis technical busienss analyst

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools, financial planning, reporting and analysis DUTIES and RESPONSIBILITIES: Client Support: As a key member of the service team, provide coverage for an FA/PWA/team including: Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings and tracking follow-ups Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity Remaining current on all policies, procedures and new platforms Business Development & Operational Support: Assisting the FA/PWA/team in organizing around and executing against their business plan, partnering closely with other market stakeholders such as Practice Strategy Consultants and Branch Management At the direction of FA/PWA/team, executing against all administrative elements of digital and in-person marketing strategies including conferences and seminars or webinars, websites, social media and regular email connectivity At the request of the client and/or FA/PWA/team, preparing and reviewing various client reports or financial plans from firm-approved systems for existing or prospective clients At the request of the client and/or FA/PWA/team, assisting with research using firm-approved systems At the request of FA/PWA/team, participating in existing client and/or prospective client meetings, representing the service lens Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management Qualifications - External EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 2+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Additional product licenses may be required Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Technically proficient and quick learner of new and updated platforms Detail oriented with superior organizational skills and ability to prioritize Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven REPORTS TO: Business Service Officer Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). Expected base pay rates for the role will be between $50,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

The pay for this role will likely be $25-30/hr. This is an ongoing contract role. A client of ours is seeking a skilled Data Analyst to manage long-term clients' data systems and reporting frameworks, ensuring data integrity and accuracy. This role also involves consulting for organizations requiring episodic CRM support, including data conversions, reporting, and process documentation. The ideal candidate will transform raw data into actionable insights that drive fundraising and community development efforts. The role covers the full data analysis lifecycle, from requirement gathering to execution and design planning. Key Responsibilities Clean, prepare, and maintain data. Perform data exploration and analysis. Develop reports and data visualizations. Collaborate with colleagues and clients to understand data needs and provide actionable insights. Additional duties as assigned. Experience & Qualifications Minimum of 5 years of work experience, including 2-3 years of hands-on CRM experience with Blackbaud CRM, Raiser's Edge, Virtuous / or similar platforms. Bachelor's degree required. Background in data entry, finance, operations, or nonprofit fundraising preferred. Familiarity with Salesforce and/or Great Plains software or any other CRM is a plus. Skills & Competencies Proficiency in Microsoft Office Suite and the ability to learn new software tools. Strong statistical foundation with experience using Excel, SPSS, SAS, SQL, Python, or R. Excellent analytical skills to compile, structure, and present large datasets with accuracy. Ability to evaluate data critically and derive meaningful insights. Strong report writing and presentation abilities. Excellent organizational and multitasking skills. Effective communication and collaboration skills across teams. Understanding of data privacy regulations and best practices in donor data management. Ability to present complex data insights in an accessible manner for non-technical audiences.

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 Chargeback Analyst to join our team. The Chargeback Analyst is responsible for overseeing all aspects of the Chargeback process. This position will be responsible for the timely receipt, analysis, resolution, and posting/reporting of distributor chargeback requests and resulting reconciliation documentation. The Chargeback Analyst will also be responsible for retrieval and maintaining membership records for GPOs/340B/IDNs, Master Data creation and maintenance, Contracting Data administration, and Customer notifications. Requirements: Must be onsite in Paramus, NJ Office Minimum 2 years of experience with Model N or other pharmaceutical chargeback and contracting system. Microsoft Office Suite knowledge including excellent Microsoft Excel skills. In depth knowledge and experience in every function of pharmaceutical chargeback processing and contract administration. 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 $65,000 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, including 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.

Job Title: FP&A Analyst/Associate (2-3 Years of Experience) A leading global private equity firm managing over $50 billion in assets. We invest in a diverse range of industries and work closely with our portfolio companies to drive growth and create long-term value. We are seeking a highly motivated and detail-oriented FP&A Associate to join our dynamic team and contribute to the continued success of our firm. Role Overview: As an FP&A Associate, you will be an integral part of the finance team, responsible for supporting financial planning, analysis, and reporting across the firm and portfolio companies. You will collaborate closely with senior leadership, providing valuable insights and helping to drive data-driven decision-making. Key Responsibilities: • Assist in the preparation of the firm's quarterly and annual budgets, forecasts, and financial reports. • Analyze financial performance and variances, highlighting key trends, opportunities, and risks. • Support the preparation of monthly, quarterly, and annual management reports for senior stakeholders. • Develop and maintain financial models to support investment evaluation, portfolio monitoring, and performance reporting. • Provide analysis and recommendations on cost optimization and operational efficiencies. • Collaborate with internal teams and portfolio companies to gather and analyze financial data. • Monitor and track performance metrics across the firm's investments. • Assist with ad-hoc financial analyses and projects as required by senior leadership. • Ensure the accuracy and integrity of financial data across all reporting systems. Qualifications: • 2-3 years of experience in financial planning & analysis (FP&A), investment banking, private equity, or management consulting. • Strong proficiency in financial modeling, forecasting, and budgeting. • Advanced Excel skills; familiarity with financial software (e.g., Adaptive Insights, NetSuite, etc.) is a plus. • Strong analytical skills and attention to detail. • Ability to work independently and manage multiple priorities in a fast-paced environment. • Excellent communication skills, both written and verbal. • A degree in Finance, Accounting, Economics, or a related field (CFA, MBA, or similar is a plus). • Prior experience in private equity or financial services is preferred but not required. What We Offer: • Competitive compensation package and performance-based bonuses. • Opportunity to work with a high-caliber team in a fast-paced, growth-oriented environment. • Exposure to senior leadership and strategic decision-making. • Comprehensive benefits package, including health, dental, and vision insurance, retirement plans, and more. • A culture of collaboration, innovation, and continuous development.

! Responsibilities: Service business, providing the highest quality support relating to trading and brokerage. Statement Reconciliation Reviewing daily reconciliation files for firm's internal accounting system and communicating with back office for processing Researching account breaks and working with back office to reconcile account discrepancies in a timely manner Onboard new products Qualifications: Bachelor's Degree 1-3 years of relevant experience Excellent computer skills (including Microsoft Office); proficiency with excel spreadsheets (e.g., working with large data files, pivot tables and preparing summary schedules for presentations).

Lucid Management and Capital Partners LP Type: Full-Time At Lucid Management and Capital Partners, we are a growing and innovative investment management platform overseeing more than $4 billion in assets. We're passionate about achieving exceptional outcomes for our clients and fostering a culture of excellence, innovation, and optimism. We're looking for a driven, detail-oriented individual to join us as a Portfolio Operations Analyst, an early-career position designed to help you grow into an indispensable part of our team. About Lucid Management and Capital Partners Lucid is built on a foundation of transparency, integrity, and collaboration. We thrive in a fast-paced, entrepreneurial environment that values curiosity, adaptability, and ownership. We believe in empowering our team members to achieve their highest potential while supporting our clients with unmatched diligence and expertise. Role Overview As a Portfolio Operations Analyst, you'll have the opportunity to develop your expertise in trading operations, risk reporting, and automation while contributing to the efficiency and scalability of a high-performing investment platform. This role is designed to help you grow into a core team member by exposing you to various operational, technical, and strategic facets of the business. Working closely with experienced team members and senior portfolio managers, you'll develop the skills and insights necessary to optimize trade settlements, reconcile accounts, streamline processes, and drive automation. You'll be encouraged to take ownership of your work and will be supported as you build your knowledge, expand your technical toolkit, and take on increasing responsibilities. Key Responsibilities You will be expected to grow into the following responsibilities with mentorship and support: Learn and excel at trade settlement processes: Confirm and settle trades across multiple portfolios. Develop fund accounting expertise: Perform daily position reconciliations and accounting tasks. Build risk awareness: Monitor and report on portfolio risk characteristics, collaborating closely with portfolio managers. Streamline operations: Assist in optimizing booking, settlement, reconciliation, and risk systems with a focus on automation and efficiency. Enhance communication skills: Liaise directly with counterparties and fund custodians to ensure seamless settlements. Drive innovation: Contribute to automation and process improvements to increase efficiency, scalability, and cost-effectiveness. What We're Looking For This role is designed for candidates who have a strong foundation in finance, analytics, or technology and are eager to develop their expertise in operations and automation. You don't need to be an expert yet-you'll grow into this role with our guidance and support. Requirements: Advanced proficiency in Excel (including VBA for automation) Experience in SQL database management, querying and business process automation Advanced Python programming skills Extreme attention to detail Ability to meet tight deadlines Team player mindset Rapid problem recognition and resolution Demonstrated track record of engaging in community and excelling - sports, clubs, organizations, etc. What Will Set You Up for Success: A bachelor's degree in a relevant field and/or 1-2 years of professional experience in finance or upcoming graduation in May 2025. An interest in financial markets and the desire to build a career in portfolio operations. Attention to detail and a proactive mindset. A willingness to embrace challenges and grow through feedback. A collaborative and optimistic attitude. Preferred (but not required): Exposure to fixed income or repo products. Who You Are At Lucid, we value traits over tenure. Here's how we define success: Growth-Oriented: You approach challenges as opportunities to learn and are eager to expand your skill set. Proactive Problem Solver: You take initiative to identify and address issues, ensuring seamless execution of tasks. Team Player: You thrive in collaborative environments and enjoy working with others to achieve shared goals. Detail-Oriented: You take pride in delivering high-quality, accurate work on tight deadlines. Positive Energy: You bring optimism and enthusiasm to everything you do, inspiring those around you. Compensation and Benefits Salary: $75,000-$85,000 per year, commensurate with experience. Bonus: Annual discretionary bonus based on individual and team performance. Benefits: Comprehensive healthcare, leave benefits, retirement plan, and opportunities for professional development. At Lucid, we invest in our people. This role is not just a job-it's the start of a career path. We're committed to helping you achieve your goals while providing the tools, mentorship, and opportunities to grow into a key contributor to our success. Lucid is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees.

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. About The Role & Team We are looking for a talented financial services professional to join our world class Operations Team as an AML Analyst. As an AML Analyst here at Webull you are reporting directly into our Director of Compliance. Playing a crucial role, focused on investigating and identifying new trends, patterns, and emerging risks related to trading and funds transfers. In This Role, You Will Monitor and review red flags, perform enhanced due diligence when necessary Be a point of contact for escalations, basic queries, investigations, and overall AML support Verify proper documentation related to account validations Respond to AML related issues via phone, handle customer inquiries by conducting research, taking ownership and communicating with clients via email and chat Review and maintain daily activity and reports, identifying potential issues and taking proper actions Run background checks on customers and bank accounts Support with testing, revising existing logic and implementation of new controls Investigate fraud and follow all documented and reviewed risk controls and escalation procedures to minimize risk to the Firm Help streamline and optimize AML processes The Skills You Bring Bachelor's degree in economics, Business, Finance, Technology or similar major. 1-3 years of experience in AML/KYC department or conducting fraud or financial crimes investigations on behalf of an SRO, Broker Dealer or FCM. Comfort and fluency with computers and technology and an understanding of how technology is applied to business and regulation. Strong problem solving, control, and project management skills. What Makes You Stand Out You have your ACAMS, CFE and Series 7 A proven ability to work efficiently and accurately under pressure in a fast-paced, multi-tasking environment You can thrive in both individual and team atmosphere You have strong communication skills both written and verbal. Why Webull? At Webull, we're more than just a company - we're a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact. We believe that taking care of our people is the key to success. That's why we offer an exciting suite of benefits designed to support you and your loved ones: Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage. Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, and company holidays. Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends. Dynamic Office Culture: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $70,000-80,000 per year + yearly discretionary bonus + benefits. The final offer will depend on several factors, including the successful candidate's skills, depth of work experience, location, and relevant licenses/ qualifications. Each offer is determined based on individual strengths and relevant business considerations. This role is based in our Wall Street Operations in New York at 44 Wall Street, New York, NY 10005. We're proud of the dynamic culture we've created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact! EEOC Statement Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.

USA Sr. Analyst, ControllershipNew York, United States of AmericaThe Sr. Analyst, FP&A is responsible for the process administration, reconciliations, reporting, analysis, and documentation of assigned job areas within the financial reporting function. S/he improves the effectiveness of the finance reporting team by making enhancements to current reporting processes. Primary Location: New York, NY, New York Other Locations: New York-New York Organization: Banco Santander S.A. Salary: $56,250 - $95,000/year

Junior Analyst Type: Full Time Note: Must be a US Citizen or legally authorized to work in the United States without the need for employer sponsorship Qualification Bachelor's degree in business (finance, org behavior, marketing, economics) Business report writing skills Excellent interpersonal and communication skills 3-5 years of relevant work experience Position Responsibilities Drafting white papers and concept notes (structured thinking) Conducting market research and studying market trends to support projects Partnering and liaise with different Group entities to support in their operations Analysis of financial statements and comfort of working with numbers Desired Competencies Demonstrated ability to be organized and work both independently and within a team, with strong attention to detail and strong project management skills Excellent written and verbal communication skills, experience working with cross-functional teams, and presenting to leadership Advanced proficiency with Microsoft Office applications including Word, Visio, Excel, Project, Access, and PowerPoint Able to excel in a fast-paced, deadline-driven environment, where small teams share a broad variety of duties

What Working at Hexaware offers: Hexaware is a dynamic and innovative IT organization committed to delivering cutting-edge solutions to our clients worldwide. We pride ourselves on fostering a collaborative and inclusive work environment where every team member is valued and empowered to succeed. Hexaware provides access to a vast array of tools that enhance, revolutionize, and advance professional profile. We complete the circle with excellent growth opportunities, chances to collaborate with highly visible customers, chances to work alongside bright brains, and the perfect work-life balance. With an ever-expanding portfolio of capabilities, we delve deep into and identify the source of our motivation. Although technology is at the core of our solutions, it is still the people and their passion that fuel Hexaware's commitment towards creating smiles. “At Hexaware we encourage to challenge oneself to achieve full potential and propel growth. We trust and empower to disrupt the status quo and innovate for a better future. We encourage an open and inspiring culture that fosters learning and brings talented, passionate, and caring people together.” We are always interested in, and want to support, the professional and personal you. We offer a wide array of programs to help expand skills and supercharge careers. We help discover passion-the driving force that makes one smile and innovate, create, and make a difference every day. The Hexaware Advantage: Your Workplace Benefits Excellent Health benefits with low-cost employee premium. Wide range of voluntary benefits such as Legal, Identity theft and Critical Care Coverage Unlimited training and upskilling opportunities through Udemy and Hexavarsity. Key Responsibilities: Collaborate with stakeholders to gather and document business requirements for fund accounting processes. Fund Accounting + Mutual Funds + Fund administration + Net Asset value (NAV) + End to End + Data Set up. Ensure compliance with regulatory requirements and industry standards related to mutual funds. Work closely with IT teams to implement system enhancements and resolve technical issues. Conduct data analysis and generate reports to support decision-making processes. Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Minimum of 6+ years of experience in fund accounting, preferably within the mutual funds industry. Strong knowledge of mutual fund operations, accounting principles, and regulatory requirements. Strong communication and interpersonal skills to effectively collaborate with various stakeholders. Knowledge of data analysis tools like Excel, SQL, or similar. Education & Experience: Masters/Bachelor's Degree in Computer Science or equivalent with 6+ years work experience. Benefits: In addition to a competitive salary and sign-on bonus, Hexaware has an excellent health benefit plan for medical, dental, and vision. We also offer paid holidays and time off so you can relax and unwind. And our sick leave plan allows you to take paid time off to care for yourself or even a family member. Throw in our 401(k), and we know you'll feel the love!

The Financial Analyst will generate standard and custom financial and demographic reports. They will verify data and maintain accurate system information. Qualifications: Required: Bachelor s Degree in Finance, Accounting, Business Administration or related field Proficient in Microsoft Office with advanced skills in Excel and PowerPoint Demonstrated ability to understand financial reports and develop meaningful analysis The ability to communicate and work effectively with a diverse group of business professionals at all levels of the organization, including management, physicians, support staff, patients, and customers Attention to detail Maintaining strict confidentiality of files and reports Preferred: 1 3 years of experience working as a financial or business analyst Prior healthcare industry experience Prior experience training physicians and office staff on EHR or PM systems Previous healthcare/budgeting experience is highly Essential Functions: Review and approve AP requisitions and invoices for coding and accuracy Work across multiple reporting systems to gather and organize data, develop or modify reports as needed Conduct in depth analysis of financial data, KPI s and operational metrics to identify trends and variances to inform provider/departmental performance and identify opportunities for increased efficiencies Communicate financial performance and key insights effectively to support decision making processes Partner with cross functional teams, including accounting and operations to ensure accuracy of financials during the month end close process Assist with preparing financials for Monthly Operational Review meetings with Senior Leadership Assist in the development and maintenance of annual operating budgets, financial forecasts and proformas Perform ad hoc financial analysis and special projects as requested Discreet handling of confidential information Any other duties as assigned Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Benefits and Perks: Medical/Dental/Vision plans 401k PTO Short & Long Term Disability Basic Life & Accidental Death Insurance Tuition Reimbursement Health Care/Dependent Care Flexible Spending Accounts Discounts Through our Partners NJ Devils NJ Performing Arts Center Verizon And many more! Choosing RWJBarnabas Health! RWJBarnabas Health is the premier health care destination providing patient-centered,high-quality academic medicine in a compassionate and equitable manner, while delivering a best-in-class work experience to every member of the team. We honor and appreciate the privilege of creating and sustaining healthier communities, one person and one community at a time. As the leading academic health system in New Jersey, we advance innovative strategies in high-quality patient care, education, and research to address both the clinical and social determinants of health. RWJBarnabas Health aims to truly make a unique impact in local communities throughout New Jersey. From vastly improving the health of local residents to creating educational and career opportunities, this combination greatly benefits the state. We understand the growing and evolving needs of residents in New Jersey whether that be enhancing the coordination for treating complex health conditions or improving community health through local programs and education. Equal Opportunity Employer

Our client is seeking a Business Operations Analyst to join their team! This position is located in Basking Ridge, New Jersey. Identify and analyze product development workstreams and contracts, primarily NDAs, that require the sourcing process Assess specific functions, vendors, and locations to determine sourcing requirements Manage the end-to-end process, ensuring alignment and collaboration between sourcing, legal, security, product development, and other key stakeholders Facilitate the efficient completion of NDAs and trial agreements by coordinating with relevant teams and ensuring all necessary details are provided Work closely with sourcing, product development/engineering, and operations teams to ensure contracts and agreements align with organizational strategy and development goals Desired Skills/Experience: Bachelors degree in Business, finance, and/or operations preferred Project management experience with the ability to coordinate multiple stakeholders across various functional groups Proven ability to manage multiple projects and workstreams simultaneously while maintaining efficiency and quality Strong business acumen and experience working in cross-functional environments Ability to work independently with minimal supervision, demonstrating initiative and problem-solving skills Benefits: Medical, Dental, & Vision Insurance Plans 401K offered $27.98 - $39.98 (est. hourly rate)

Operations Analyst - Private Equity Credit Fund Key Responsibilities Daily management of portfolio activities, including the handling of interest rate rollovers, principal payments, and interest calculations. Supervision of the offshore reconciliation team, overseeing cash and position reconciliations across multiple investment funds. Ensuring the accurate reconciliation of all positions and cash with custodians, fund administrators, and counterparties. Monitoring and processing amendments and corporate reorganizations, coordinating with teams in Finance & Accounting, Valuations, and Front Office as needed. Monthly and quarterly preparation of financial packages for the Finance & Accounting team, detailing outstanding reconciliation issues, trade activities, accruals, and any potential control concerns. Ongoing management of a designated portfolio, providing continued support to the Front Office and Controllers through reporting, assistance, and responding to ad-hoc inquiries. Experience Degree in Finance, Accounting, or Economics. 1-3 years of working experience in a buy-side or sell-side financial services institution. Strong working proficiency with Microsoft Excel software.

Long term contract with a major financial firm. * Defines logical functional requirements that trace back to the business requirements, in collaboration with the lead developer for technical design * Formulates logical statements of business, scientific and or engineering requirements * Develops Functional Specification Document Requirements Traceability Matrix, and Technical Specification in close collaboration with technology peers * Researches and evaluates alternative solutions and recommends the most efficient and cost effective solution for the systems design considering existing systems, available technology, the capacity and limitations of equipment, operating time and form of desired results * Works with development, operations, technical support and other technology areas as appropriate throughout the design and development project phases * Designs a detailed systems testing plan to ensure an accurate and effective product * Prepares charts, tables and diagrams to assist in analyzing problems, utilizing, if necessary, various business, scientific and or engineering mathematical techniques * Analyzes existing system logic difficulties and revises the logic and procedures involved as necessary Microsoft Purview is a required skill