Analyst Jobs in Elmont, NY

A NY-based private equity firm is looking to add an analyst or associate to the investment team. The firm focuses on seed and anchor investments in emerging private equity and other alternative asset managers and their funds. This is an opportunity for a driven and capable individual with 1-5 years of private equity, investment banking, transactional or equivalent relevant experience. The role will take part in varied aspects of the firm's investment, portfolio management and operational activities. Responsibilities will include due diligence, modeling, portfolio monitoring / value-add, valuation, and preparation / presentation of investment memorandums, among others. The role will also have exposure to other business functions, including investor relations, accounting, and business development. The ideal candidate should feel comfortable working in an entrepreneurial and fast-paced environment, and undertake main duties with strong attention to detail. Job Responsibilities · Analyze and execute investments (including seed and anchor investments in diverse alternative asset managers and their funds) · Prepare valuation analyses, investment reporting, financial/accounting reports, and support other internal firm operations and projects · Develop comprehensive, flexible financial models, including in-depth financial analyses and forecasting · Prepare reports, presentations, and memorandums regarding potential investment opportunities and present to senior management · Maintain and enhance CRM for deal pipeline and investor communications · Conduct investment due diligence, including business and financial analysis, competitive positioning, market environment analysis, and growth prospects · Provide analytical support across the firm, including investments and fund operations · Participate in portfolio management and monitoring · Learn and contribute to the firm's value-add processes to its portfolio, through participation in and enhancement of private fund operations · Prepare communications to and diligence with investors Requirements · Bachelor's degree in Finance, Business, or a related field · Some private equity, investment banking or equivalent relevant experience · Excellent written and verbal communication skills · Advanced Excel skills and strong modeling and financial valuation skills · Strong PowerPoint and presentation skills · Strong organizational and quantitative skills · Entrepreneurial-minded and results-oriented individual with ability to manage multiple tasks simultaneously and expeditiously, with limited supervision Compensation & Benefits The Firm employs a competitive compensation package including base salary, discretionary bonuses, health/dental/vision benefits, and 401k plan, among other benefits. It is expected that this New York City-based position will pay an initial annual base salary of $80,000 to $120,000, plus bonus, depending on experience and other qualifications. About the Firm Gatewood is an entrepreneurial, fast-growing firm focused on generating differentiated returns for its investors through investments in private funds and their managers. Investments range across sectors and strategies, providing broad exposure across the industry. The small, close-knit team promotes a culture of inclusiveness and unified vision. Gatewood offers a competitive compensation and benefits package, together with flexibility from its New York City-based office. All candidates should email a resume and cover letter, including salary expectations, to ***************************. Given the large volume of applicants, we will only reply to those selected for further consideration. Note: We invite all interested and qualified candidates to apply for employment, and are an Equal Opportunity Employer committed to a diversified and inclusive workforce. Any information you provide will be kept confidential by us and will only be used by our team to fill open positions. We will not accept unsolicited approaches from third-party firms and will not be responsible for any related fees.

Data Analytics Specialist (Remote - U.S. Based) A fast-growing construction technology company is seeking a Data Analytics Specialist to join their dynamic and innovative team. This is an exciting opportunity to work at the intersection of AI, data analytics, and construction technology, helping to shape the future of a multi-trillion-dollar industry. Our customers range from large-scale multi-billion dollar projects to smaller $50M programs, and our product is transforming the way they collect, access, and utilize data to drive better decision-making. As part of a nimble team, you'll have the opportunity to become an expert in your area, work directly with leadership, and make a tangible impact through cutting-edge AI-powered solutions. What You'll Be Doing: • Work closely with customers to understand their decision-making processes and identify how data can enhance their workflows. • Analyze and interpret complex datasets to uncover insights that support customer decisions. • Set up and manage customer dashboards using tools such as Quicksight, PowerBI, Tableau, and Jupyter Notebook. • Develop and run descriptive, predictive, and prescriptive analytics using SQL and Python. • Collaborate with customers to configure business processes and data workflows that align with their operational needs. • Research and evaluate potential data sources to support strategic decision-making. • Create and maintain documentation of data structures, workflows, policies, and procedures. • Engage with customers to gather feedback, refine use cases, and identify opportunities for improvement. What We're Looking For: • Bachelor's or Master's degree in a quantitative field (e.g. Mathematics, Engineering, Statistics, or Construction Management). • 2+ years of experience in data analysis and problem-solving, preferably within the construction industry. • Strong technical skills, including proficiency in SQL, Python, and data visualization tools (e.g. PowerBI, Tableau). • Experience working with APIs to ingest data from construction systems. • A passion for leveraging technology to disrupt and improve the construction industry. • Excellent communication skills with a customer-focused mindset. • Ability to work independently in a fast-paced environment and contribute to a growing team. You'll Love This Role If You: • Are passionate about using AI to solve real-world challenges in the construction industry. • Enjoy working with customers and helping them apply data-driven solutions. • Thrive in a small, agile team where your contributions make a direct impact. • Are excited about career growth opportunities in customer success, data analytics, or AI/ML. • Love creating processes, working with data, and exploring innovative solutions. Why Join Us? • Competitive compensation package. • Flexible paid time off. • Comprehensive medical, dental, and vision benefits. • Opportunities for career growth and skill development. • The chance to directly influence product direction and company growth. How to Apply: If you're ready to make an impact and be part of a team transforming the construction industry with AI-driven solutions, we'd love to hear from you! Please submit your resume

Role: Data Analyst III Duration: 8-month contract on W2 (potential extension) Data Analysts drive how the UX Research function is powered at our client by empowering Research leaders to integrate business data into their daily decisions as well as longer-term investments. The Data Analyst role in the team will work alongside UX Researchers, Research Program Managers, and Research leaders to identify, track, and solve issues that advance the efficiency. The ideal candidate will have strong consultative, communication, analytical, data/dashboard building, and storytelling skills and will thrive managing concurrent projects while working with a cross-functional team to drive outcomes. We are looking for someone who enjoys building, figuring out the best way to achieve results, and working closely with a diverse set of teams. We need someone who enjoys operating in ambiguity and who uses creativity to combat challenges. 4-6 Years of Experience in Data Analytics Day-to-Day Responsibilities: Connect global data and strategies to functional data in order to create team-specific analytics and reporting. Support Research Operations teams in translating their goals for the business into reliable metrics; work with program leaders to identify the best KPIs for their respective teams. This may involve mapping existing data to program goals or advocating for the building of new data channels. Act as an internal consultant by understanding business needs, scoping data requests, synthesizing insights, and recommending solutions to managers in collaboration with relevant cross-functional teams. Apply expertise in quantitative analysis and the presentation of data to see beyond the numbers and create actionable recommendations. Manage multiple concurrent projects that require inputs from cross-functional stakeholders while balancing impact on business needs. Deliver analytical results to technical and non-technical audiences and partner with them to identify the right actions. Leverage tools, such as SQL, Tableau, Salesforce Tableau CRM (fka Einstein Analytics) and Excel to build and drive analytics and to enable client self-service on routine queries, as well as to design/run/deliver ongoing reporting and dashboards. Must-Have Skills: Tableau - 2-3 years of experience Salesforce - Einstein Analytics or something similar SQL Minimum Qualifications: BA/BS with 4+ years (or master's with 3+ years) of data analytics experience focused on using data to uncover insights Strong project management skills, experience creating project plans and business requirement documents Strong relationship management; knows how to work with people well but also work autonomously Advanced experience building dashboards in Tableau and knowledge of data visualization best practices Advanced experience in SQL or other programming languages Intermediate experience with Salesforce CRM Analytics (fka Einstein Analytics) dashboards and reporting (e.g., managing recipes, building new data sets, maintaining/building dashboards), Salesforce Tableau CRM Experience gathering and interpreting data Experience influencing stakeholders using data Preferred Qualifications: Advanced experience in Salesforce Tableau CRM (e.g., managing recipes, building new data sets, maintaining/building dashboards) Knowledge of statistical analysis (e.g., descriptive statistics and knowledge of statistical significance) Experience working on a product operations/support function in big tech or other large companies.

Our client is looking for individuals to join their rapidly growing ABF Valuations team. Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills, are excited to gain exposure to a broad range of asset classes and industries, and are motivated by the prospect of building a leading valuations practice. Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills and are motivated by the prospect of building a leading transaction opinions practice. Key Responsibilities: Lead project teams in providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for various assets such as mortgage whole loans, student loans, consumer loans, RMBS, CMBS, CLO, ABS, and other structured finance securities. Oversee quality control for engagement teams. Manage, train, and develop associates and analysts within the firm. Proactively reach out to potential new clients, including alternative investment managers (hedge funds, private equity, private credit, BDCs), financial institutions, privately held business owners, and publicly traded companies. Identify and communicate potential engagements to management, and draft business proposals and engagement letters. Qualifications: At least five years of experience in business valuations, valuations of illiquid and complex securities, and/or structuring, trading, or whole loan modeling. Understanding of collateral risk characteristics, deal structures, terms, and conditions. Experience with third-party systems such as Bloomberg and Intex. Proficiency in designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses. Ability to develop valuation approaches for various forms of securities and unique instruments, including equity and debt securities, loans, derivative instruments, structured products, and intangible assets. Strong analytical and problem-solving skills, with the ability to critically analyze companies and understand key business issues, including value drivers and investment risks. Excellent verbal and written communication skills. Working knowledge of credit markets. Proven experience in successfully managing teams of associates and analysts. Understanding of authoritative guidance related to valuations is a plus. Familiarity with ASC-820 and IFRS 13, valuation industry best practices, and emerging issues. Ability to act as the primary point of contact with clients. Effective multi-tasking skills, with the ability to manage multiple client engagements simultaneously. Confidence and credibility in connecting with potential new clients and leading client meetings. Proficiency in MS Word, Excel, and PowerPoint. Bachelor's or Master's degree in Finance, Accounting, Mathematics, Statistics, Economics, or an MBA; strong academic record (both undergraduate and graduate). Active CPA, ASA, and/or CFA preferred but not required.

Basic Function: The position is responsible for supporting the Bank's Merchant Services department by performing data analysis and reporting requirements as part of normal business operations. This includes compiling, reviewing and generating reports for members of the senior and executive management team. The Merchant Services Data Analyst will also perform daily, weekly and monthly merchant processing activity, completing periodic reviews and risk investigations. The Analyst will work closely with the VP of Risk and the Managing Director of Risk & Underwriting to facilitate reporting needs across Merchant Services. Principle Responsibilities: Create the monthly Risk Management Report which is utilized in the Risk Committee meeting for senior management and auditing purposes. Help maintain the RMR procedure manual with any changes to the process as needed, identify areas for enhancement that would create efficiencies. Conduct ad hoc data reviews to identify key performance indicators within the business unit and create operational efficiencies or identify unknown risks. Daily review and tracking of Merchant activity by monitoring of merchant exceptions utilizing processing platforms, risk systems and related reports. Ensure processing activities are an accurate representation of a merchant's business model and communicate concerns with the Bank's ISO Partners and escalate to management where needed. Identify reporting that can be automated. Assist in the financial analysis of annual ISO reviews. Perform periodic reviews of large volume merchants or high-risk merchant verticals. Recommend risk mitigation techniques to minimize financial loss exposure to the Bank when creating and/or approving proposed risk structures for a merchant account. Work with Risk Managers at ISOs to manage the risk structure imposed on accounts. Perform other duties and projects as assigned. Ensure that all activities are performed in compliance with the Bank Secrecy Act and other all federal, state and local laws and regulations. Background & Experience: Mathematics, data science, statistics, accounting, finance or economics degrees preferred - will consider comparable educational and/or work experience. Preferred experience in the payment industry with specific knowledge of card brand rules, payment processors, and platforms. Advanced Excel skills with the ability to manipulate data using complex formulas and data validation techniques along with ability to automate tasks using macros and VBA. Collect, analyze, and interpret complex data into meaningful ways and provide data driven decisions for management. Ability to present data in a clear and concise manner through charts, graphs, and dashboards to deliver complex issues to leadership. Strong Analytical Skills, problem solving, critical thinking and attention to detail are critical for this role as the work must be accurate to be relied upon by senior leadership. Ability to recognize and research problems effectively and efficiently to meet the needs of the company and apply innovation and creativity to challenges. Strong planning, organizational, and time-management skills to consistently meet deadlines. Must have the ability to prioritize all tasks appropriately and be detail oriented. Ability to take personal accountability for assignments, projects & issue resolution. Superior written and oral communication skills; presents ideas in a clear, concise, understandable, and organized manner to management. The ideal candidate should enjoy working in a fast-paced, high energy and continuously evolving environment. Location: Esquire Bank, Jericho, NY Full time - M-F 8:30 am - 5:30 pm Estimated Salary Range: $65,000 - $80,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.

Firm Background: Saluda Grade is a New York based asset management firm that aims to produce differentiated investment returns by focusing on residential alternative credit and housing-related finance. Founded in 2019, Saluda Grade is a rapidly growing asset-backed specialist with approximately $1.5 billion across managed fund vehicles and securitizations. Our team is comprised of creative and dedicated individuals who are inspired to innovate and drive change in alternative asset origination and capital market ecosystems. Role Description: We are seeking a qualified individual on our Operations team to work closely with both the finance and investment teams to support the firm's loan and securities trading activities. This is a dynamic, hands-on role that will support the day-to-day operations of Saluda Grade, including trade settlement, portfolio reconciliation, and oversight of the firm's whole loan mortgage and fund operations. Responsibilities: · Work closely with investment team to maintain proper position management and risk analysis · Reconcile daily trades, positions, and cash management with fund administrators, banks, and custodians · Operations point person with firm's various administrators to ensure proper booking, settlement, and reporting of positions/NAV · Monthly reconciliation of principal and interest received on loan/bond positions · Execute warehouse financing and securitization transactions · Assist finance team with P&L reconciliation and reporting to close the books for management company and funds · Identify workflow/system improvements to implement automation and optimize operational processes · Products: RMBS Bonds, Whole Loan Mortgages, Repos, Futures, and IR Swaps Qualifications: · Bachelor's degree in business administration or a related field required · 1-5 years of mortgage operations experience at financial institution or hedge fund · Must have fixed income, real estate, consumer lending, or structured credit background · Exposure to structured products (MBS), warehouse financing, and private equity transactions · Strong analytical and problem-solving skills with the ability to process large amounts of data · Ability to meet deadlines and work efficiently under pressure · Interest in solving problems and creating solutions that automate and increase efficiency · Strong organizational skills and attention to detail a must · Proven ability to multi-task, prioritize, and work both independently and as a team player. · Self-starter that can operate independently and willingness to take ownership of processes. · SQL and Python experience a plus Salary Range: $85,000 - $125,000 This position is based in NYC at Saluda Grade's midtown office.

**This role is posted on behalf of one of Cerberus Capital Management's portfolio companies based in NYC About Cerberus Founded in 1992, Cerberus is a global leader in alternative investing with approximately $65 billion in assets across complementary credit, private equity, and real estate strategies. We invest across the capital structure where our integrated investment platforms and proprietary operating capabilities create an edge to improve performance and drive long-term value. Our tenured teams have experience working collaboratively across asset classes, sectors, and geographies to seek strong risk-adjusted returns for our investors. For more information about our people and platforms, visit us at ***************** About FirstKey Homes With more than 50,000 single-family rental homes in 28 desirable markets nationwide, FirstKey Homes is committed to help our residents find the space they need, the privacy they want and the peace of mind they deserve. To accomplish this, we offer an unmatched resident experience, caring communication and an industry-leading loyalty program, FirstKey Homes Rewards, to give our residents more of what they need to love where they live. Job Purpose: Cerberus established our Residential Opportunities investment platform in 2008 to capitalize on opportunities to acquire distressed residential mortgage-backed securities following the Global Financial Crisis. Over the past decade, our Residential Opportunities platform has continued to build upon its expertise in residential debt and evolved to earn recognition as an innovator and market leader in securitizing performing residential real estate loans and investing in single-family rental real estate (SFRs). Our Residential Opportunities strategies seek to maximize absolute return through a combination of capital appreciation and current income, investing primarily in mortgages, loans, and real assets, and leveraging our proprietary asset management platforms to enhance performance and drive value. As an Analyst in the Residential Opportunities team, you will help the team expand its analytic and modeling capabilities across all aspects of the SFR strategy, from analyzing hard asset and capital markets transactions to supporting operational excellence. Using the team's tailored data, you will be expected to create reports, model asset performance, and support research projects. You will partner directly with portfolio managers, data scientists, and leaders in our proprietary property management platform to build and execute on investment and operational strategies that create value for clients. Responsibilities: Data Analysis Expertise: Analyze structured and unstructured data related to residential real estate and property management operations to uncover and display insights that inform investment decisions. Strategic Problem Translation: Skillfully translate business scenarios and investment ideas into succinct data problems. Seamlessly align business objectives with appropriate cost functions, demonstrating an acute understanding of available data nuances. End-to-End Project Ownership: Manage the end-to-end delivery of success criteria, data, algorithms, statistical models, and reporting tools. Your adeptness will ensure efficient problem-solving and the realization of desired outcomes. Financial Acumen Development: Demonstrate a proactive approach to expanding knowledge in investing and real estate fundamentals, leveraging analytical skills to explore market trends and financial concepts. Autonomous Multitasking: Exhibit self-reliance and autonomy while remaining deeply engaged across multiple concurrent projects, showcasing your ability to thrive in a dynamic environment. Team Synergy: Collaborate seamlessly with fellow team members, lending your skills to group projects and promoting a cohesive and productive team dynamic. Flexibility and Initiative: Embrace the opportunity to tackle ad-hoc projects, showcasing your adaptability and proactive approach in addressing unforeseen challenges. Qualifications: 0-2 years of work experience or planning to graduate in May 2025 with a degree in Engineering, Computer Science, Information Systems, Data Science, Mathematics, or related fields Experience with Python required; familiarity with SQL preferred Demonstrated ability to manipulate and summarize large datasets Highly motivated with excellent attention to detail and organizational skills Effective communication skills and ability to work within a team The base salary for this position is expected to be between $80,000.00 and $110,000.00. The base salary offered to the chosen candidate will be commensurate with a candidate's relevant experience and other qualifications for the position, as determined by the Company in its sole discretion. In addition to base salary, this position is eligible for an annual discretionary bonus, which is often a meaningful portion of the compensation package, and a robust benefits package.

USA Sr. Analyst, Controllership (008FN1) New York, United States of America USA Job Function Description: The Controllership function is responsible for the operations and controls surrounding accounting, and financial reporting of the institution. This function's responsibilities demonstrate expertise by being able to articulate transactions, recording accounting entries, managing the general ledger and reconciliations, and interpreting and complying with technical accounting matters and financial reporting disclosure requirements and deadlines. Through the Controllership function, stakeholders receive relevant insight and commentary on transaction-level and financial results for analysis and decision making. This opportunity will support Head office reporting, expense reporting, product analysis and ad hoc projects. Some of the requirements: Head office reporting, daily P&L reporting, researching variances, working with the business to implement controls, evaluating impacts of transactions, balance sheet substantiation and work closely with various support groups. Essential Functions/Responsibilty Statements: Is a diligent worker who can work both as a team member but also strongly as an individual Is a fast learner and eager to learn new tasks and add value to the team Recommends best practices in accounting policies and processes, to the best of their knowledge Ensures appropriate documentation is maintained for various processes including daily and month end procedures Adheres to all internal and external controls in place and helps with various internal and external audit and regulator requests Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: Bachelor's Degree; Accounting with the goal of being a CPA Master's Degree ; Accounting, Finance, Management Information Systems or a equivalent field with goal of being a CPA Work Experience: 1-4 Years, Accounting, Finance, Business Administration or similar field within the Banking or Financial Services Industry Skills and Abilities: Knowledge of accounting practices and procedures, including US GAAP/IFRS and regulatory reporting standards. Proficient skills in MS Office, MS Excel, MS Outlook. Ability to multi-task and adhere to deadlines. Ability to adapt to rapidly changing business environment Ability to adjust to new developments/changing circumstances. Ability to influence others with positive attitude Ability to interact with all levels of employees, including senior level management Ability to leverage technology to improve and automate business tasks. Excellent written and verbal communication skills. Strong attention to details and can analyze information quickly. Forward thinker with ability to pick up tasks quickly Licenses/Certification CPA (Certified Public Accountant) obtained or planned. BS in Accounting preferred. EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: Employer Rights:This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. Primary Location: New York, NY, New York Other Locations: New York-New York Organization: Santander US Capital Markets LLC Salary: $56,250 - $95,000/year

Industrials Analyst for Concentrated L/O Value Fund Fundamental, value-oriented equity investment firm. Our approach is characterized by: (1) Concentrated capital deployment focused on highest conviction investments. (2) Private-equity style due diligence to gain deep insights into business fundamentals and industry trends within our focused universe. (3) Constructive engagement with management teams to unlock and accelerate shareholder value. Position Description Conduct company due diligence, prepare financial models and pitch investment ideas. Developed market focus with emphasis on US Key sectors: industrials, materials, consumer, services Workplace is Midtown Manhattan; no remote option. Candidates must possess the following: 5+ years of public equities experience gained in any of any of the above sectors Demonstrated interest in value investing To apply, please send your resume to *************************** with the subject line: Industrials Analyst Application.

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.

Senior Analyst, Internal Controls Senior Analyst, Internal Controls plays a key role in supporting the organization's internal control and risk management framework. This position is responsible for executing financial control testing programs, updating risk control documentation, and ensuring operational risk events are properly reported in line with regulatory and company expectations. The role contributes to the effectiveness and reliability of financial reporting and supports various initiatives to strengthen the company's internal control environment. Key Responsibilities: Lead the annual execution and documentation of internal control testing programs, including Model Audit Rule (MAR)-style or SOX-equivalent frameworks, and operational risk control system (ORCS) updates. Conduct testing of internal controls over financial reporting, including IT general controls and entity-level controls. Collaborate with control and process owners to identify control gaps, develop remediation plans, and monitor progress toward resolution. Coordinate operational risk event reporting activities, ensuring timely and accurate submissions aligned with internal protocols. Support ongoing risk assessments and updates to the identification, documentation, and reporting of operational, compliance, and financial reporting risks and controls. Prepare executive-level presentations and reporting updates on internal control and operational risk program status. Assist in developing and delivering internal control and risk-related training for stakeholders across the organization. Act as a liaison between internal stakeholders and external/internal auditors for control-related matters. Monitor organizational changes that may impact financial reporting, IT, or entity-level controls, and assess potential impacts on the internal control environment. Qualifications: Bachelor's degree in Accounting, Finance, or a related field CPA or CIA designation preferred 3-6 years of relevant experience in accounting, audit, or internal controls, with increasing levels of responsibility Background in public accounting or experience in the insurance/financial services sector is a plus Strong knowledge of internal control frameworks (e.g., COSO, MAR, SOX) and risk assessment processes Solid understanding of IT and system access controls Proficient in Microsoft Office and adaptable to learning new systems (e.g., ERP, GRC platforms) Excellent analytical, problem-solving, and communication skills Ability to manage multiple priorities and work collaboratively across functions

We are currently seeking a Custody Operations Associate for a reputable foreign investment bank in NJ. This is a hybrid role. Key Responsibilities: Settlement of domestic and global custody transactions Processing cash transactions for clients and FX Department Research and reporting on fails and unmatched trades Handling income events like dividends and interest payments Reconciliation of securities and cash Experience with SWIFT trade & cash maintenance Your Skills & Experience: 1+ years of operations experience in custody, corporate actions, trade processing, middle office operations. Great communication skills - both verbal and written Great analytical skills

Job role:-Data Governance Analyst RTH Requirements: People Skills :- • Excellent interpersonal skills and the ability to successfully interact with a variety of stakeholders, from senior management to hands-on specialists. • A patient & adaptable approach to training colleagues of varying experience levels. • Confidence in raising opportunities for improvement to management for action. • Takes critical feedback in stride and adjusts approaches accordingly. • Acts as a point of help and excellent customer service. • Demonstrates willingness to learn and adapt quickly. • Strong understanding of database design and data structures (e.g., normalization, Metamodel, Conceptual Data Model (CDM), Logical Data Model (LDM), and Physical Data Model (PDM)). • Experience in using Microsoft Visio or similar tools for creating process flow documentation. • Experience with Microsoft PowerPoint or other storytelling tools to create succinct and compelling presentations. • Experience in using Microsoft Excel for analysis and reporting, including formulas, Pivot tables, and charts. • Demonstrated experience with visualization and/or reporting tools (e.g., Qlik Sense, Qlikview, Tableau, Crystal Reports, SAP Web Intelligence (WebI)) • Familiarity with Data Governance Tools (e.g., Alation, Atlan, Collibra, Informatica) • Familiarity with data modeling tools (e.g. Idera ER/Studio, SAP PowerDesigner, erwin) • Familiarity with Agile (e.g., scrum, Kanban) approach Technical skills: • Expertise in applying critical thinking skills to distill clarity from incomplete or conflicting information (e.g. root cause analysis, process auditing). • Proficiency with writing SQL queries for data analysis purposes in different databases (e.g. ANSI SQL, Microsoft SQL Server (MSSQL, T-SQL), Oracle (PL SQL), Postgres (PostgreSQL)). Essential Job Function:- Provide guidance and assistance to Data Stewards and technology subject matter experts (SMEs) with metadata management related activities (e.g., developing a business glossary, managing business glossary terms, lineage, and data classification), and with ensuring that metadata about key data is governed appropriately. Facilitate data access and data protection requirements in support of Least Privileged Access and Zero Trust as enterprise standard practices. Collaborate with Data Stewards and technology SMEs to measure and monitor data quality in an efficient, meaningful, and scalable manner. Coordinate root cause analyses and the resolution of data problems. Administer data governance related tools. Work with other technical teams to operationalize new data governance capabilities (e.g., Snowflake Object Tagging). Assist the Data Governance Officer with maintaining the Data Governance Framework (i.e. the listing of the Bank's most significant data sets, each of which is assigned to a data steward and a data owner). Assist the Data Governance Officer in facilitating Data Steward Forum meetings & events. Contribute ideas to and the writing of Data Governance standards, processes, and procedures. Education Bachelor's degree or equivalent years of experience. Professional experience will be considered in lieu of education.

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

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".

• The position is an intermediate to advanced Corporate Trust level position for the implementation and maintenance of Corporate Agency & Trust transactions. The position will assist in implementing, maintaining new, and existing transactions. Responsibilities: • Assist in the implementation and maintenance of Corporate Special Agency (Escrow, PF, Insurance, Loans). • Assist Transaction Managers with managing client day-to-day activities related to their transactions. • Assist with SNC tracking and reporting • Assist with supporting the distribution of relevant notices • Assist Transaction Managers in completion of internal projects related to their transactions. • Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions. • Adhere to client's Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance. Pay Range: $45 - $50/hour on W2 The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.

We are seeking a well-rounded team member to join our company as a Corporate Finance Analyst, reporting to the Vice President of M&A. In this role, you will contribute to identifying market opportunities that align with our firm's investment strategy. Responsibilities • Perform financial modeling and analysis of acquisition targets, including valuation and financial statement analysis, NPV, and discounted cash flow analysis. • Identify and evaluate bolt-on acquisition targets and new business development opportunities by providing fact-based analysis and synthesizing insights into actionable strategic recommendations. • Make recommendations to managers as decisions are made related to valuation • Conduct comprehensive market research and analysis to identify potential investment targets, industry trends, and market dynamics. • Manage data rooms and perform due diligence on potential acquisition targets summarizing key terms/deal considerations for management. • Assist in specific strategic analysis for the Board and CEO (i.e. quarterly board updates, annual strategic planning, industry research etc.) • Assist with strategy, market research, and reviewing historical data to identify drivers of portfolio company revenue growth, operational improvements. • Manage and input new deal flow into deal cloud and excel. • Review teasers, CIM's for weekly deals meeting to make recommendations for potential acquisition targets. • Proactively source and evaluate investment opportunities through networking, industry events, conferences, and various deal sourcing channels. • Create reports to facilitate analysis of business performance of portfolio companies • Assist with special projects in support of FML's businesses Qualifications • Bachelor's degree in finance, accounting, economics, or a related field (or relevant coursework). • Strong analytical skills with a demonstrated ability to conduct comprehensive research and data analysis. • Proficiency in financial modeling and valuation techniques. • Excellent written and verbal communication skills, with the ability to articulate complex ideas and findings clearly and concisely. • Detail-oriented with a high level of accuracy and attention to detail. • Ability to work independently and collaboratively in a fast-paced, dynamic environment. • Prior work experience in finance, investment banking, private equity, or a related field is preferred but not required.

Digitas is the Networked Experience Agency, built on the vision that we create magnetic experiences that earn the right for brands to exist in human networks. Today, and tomorrow. We deliver Networked Experiences by leveraging comprehensive data, technology, creative, media and strategy capabilities. Digitas delivers ambitious outcomes via unique solutions that include Creative Experiences, Integrated Media, Addressable Relationships, Social Marketing and Total Commerce. Celebrated by AdAge as Data and Insights Agency of the Year, U.S Campaign's Brand Experience Agency of the Year, Media Network of the Year and celebrated by Forrester and Gartner, Digitas serves the world's leading brands through a global network comprised of more than 5,500 employees across over 65 offices in 43 countries. Overview We are the connected marketing agency, a full-service agency with modern creative & media, data, and technology services all under one roof. We are connected in the way we think and the way we work. At the heart of our company are great people that we call Unicorns. Our Unicorns are open, bold, and curious and love to solve complex problems for clients in unique ways. Responsibilities · Primary task driver and doer for daily, weekly, and monthly client deliverables. · Provide timely reporting and draft bills to our media team for approval · Review key financial metrics and resolve issues proactively · Maintain timely accurate client billing and the collection of supporting documentation · Generate system reports and analyze data to enhance and optimize performance · Ensure complete and accurately formatted documents for manager review · Explain and translate financial reports to client teams and regional staff · Assist with cash collection and cash application · Learn, understand, and comply with financial audit expectations · Assist media planning teams with system setup while guiding them towards financially sound and client approved results. · Oversee and manage systematic financial reporting and ad hoc requests, including (but not limited to): monthly close, monthly budget review meetings, variance reporting, draft billing, media accruals, budget discrepancies, audit commentary, etc. · Manage client and vendor signed documentation in company approved databases · Develop and foster positive relationships with clients, as well as peers within the company. · Think critically and adapt to new situations. Be proactive rather than reactive Qualifications · Four-year degree (Finance, Accounting, or Business degrees preferred) · 1-3 years of experience in Finance or Financial operations including familiarity with the digital media environment · Proficiency of MS Office, especially in MS Excel using pivot tables is critical. · Possess the ability to translate finance to our non-financial partners. · Exceptional organizational skills, with strong focus on attention to detail and scrutinizing information. · Exceptional written and oral communication, and strong interpersonal skills. Our Publicis Groupe motto “Viva La Différence” means we're better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent. Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off. If you require accommodation or assistance with the application or onboarding process specifically, please contact *****************************. Compensation Range: $59,685 - $71,645 annually . This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 6/1/2025. All your information will be kept confidential according to EEO guidelines. Options Apply

Outlier helps the world's most innovative companies improve their AI models by providing human feedback. In this role, you will become an AI coach, crafting compelling questions on Finance-related topics and assessing the writing of other contributors doing the same. About the Business Opportunity: Cutting-Edge Consulting Work: Lend your expertise to interesting projects that push the boundaries of AI Independence: Set your own hours and work remotely Flexibility: Duration based on project length and hours Services You Will Provide: You will use your domain expertise to assess the factuality and relevance of texts produced by AI models You will craft and answer questions related to your field of expertise in order to help train AI models You will use your expertise to evaluate and rank responses generated by AI models Required Expertise: PhD, Master's Degree or Bachelors degree with 5 or more years of work experience in Finance or related field English language fluency, both written and spoken Desirable Expertise: AI and machine learning expertise Professional writing experience as a researcher, journalist, technical writer, editor, or similar role Payment: Currently, pay rates for core project work by Finance experts range from $30 to $40 per hour USD. Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project. PLEASE NOTE: We collect, retain and use personal data for our professional business purposes, including notifying you of job opportunities that may be of interest and sharing with our affiliates. We limit the personal data we collect to that which we believe is appropriate and necessary to manage applicants' needs, provide our services, and comply with applicable laws. Any information we collect in connection with your application will be treated in accordance with the Outlier Privacy Policy and our internal policies and programs designed to protect personal data. This is a 1099 contract opportunity on the Outlier.ai platform. Because this is a freelance opportunity, we do not offer internships, sponsorship, or employment. You must be authorized to work in your country of residence. If you are an international student, you may be able to sign up for Outlier if you are on a visa. You should contact your tax and/or immigration advisor with specific questions regarding your circumstances.