Peoplesoft Funct Analyst II, Hybrid, Oceanport, NJ
Analyst Job 14 miles from Freehold
The Senior PeopleSoft Functional Analyst provides functional application expertise for various PeopleSoft Modules. This position will provide leadership for reviewing business requirements for data conversion solution designs to ensure that cross-functional teams fully understand the impact of decisions made during requirements gathering. The Senior PeopleSoft Functional Analyst will gather and document requirements, confirm setup and configuration, review technical specifications, and may conduct and facilitate design sessions
Qualifications:
Required:
3-6+ years of PeopleSoft Functional design experience
Effective organizational and interpersonal skills.
Ability to manage multiple priorities on an ongoing basis while maintaining strong working relationships with internal and external partners.
Project management skills.
Data Analysis skills.
Ability to translate business requirements into functional requirements to meet business objectives
Preferred:
Bachelor's degree in a related area
Essential Functions:
Must understand functional processes and business rules related to the modules being supported.
Participate in requirements analysis sessions and develop design specifications for each module they support. .
Understands and maintains knowledge of the system design and build to aid in development of new technologies and solutions. Creates robust Business and Functional documentation to support Technical design, system/user testing and implementations.
Act as a liaison between functional and technical conversion teams.
Assist the testing team to execute test scripts that thoroughly exercise the conversion.
Perform application troubleshooting and problem solving related to conversion.
Must be able to handle multiple activities simultaneously, be able to prioritize effectively, and meet overlapping deadlines.
Must be able to recommend process improvements based upon industry standard in addition to resolving integrated process issues, especially related to conversion.
Identify, resolve and escalate project issues (when necessary) in a reasonable period of time.
Develop clear and concise documentation that facilitates repeatable migration of the applications or processes.
Schedules and prioritizes with limited input and utilizes project management processes to maintain schedules and deadlines.
Encourages knowledge sharing amongst peers and business partners. Actively promotes informal mentorships within the team. Maintains visibility to group strategic roadmaps.
Encourages the creation of system documentation to support the goal of becoming a learning organization.
Understand PeopleSoft GL Chart Field Combination rules and can build rules based on different chart field combinations.
Able to reconcile GL data with other PeopleSoft subsystem (Accounts Payable, Purchasing, Asset management etc.)
Work extensively on merging different health care systems and consolidating them into one integrated system in Peoplesoft. Involve in data mapping, designing the accounting structure, consolidating data and designing financial reports.
Able to write query to quickly produce data to business/Skate holders and auditors based on the requirements.
Lead the development of interfaces from various systems to Peoplesoft and Peoplesoft to other system. Making Sure Chart field rules are applied during the interface design to minimize errors.
Support day to day production issues: troubleshooting, hands - on user support, analysis and recommendation of new processes, process reengineering, process tuning, change management etc.
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:
At RWJBarnabas Health, our market-competitive Total Rewards package provides comprehensive benefits and resources to support our employees physical, emotional, social, and financial health.
Paid Time Off (PTO)
Medical and Prescription Drug Insurance
Dental and Vision Insurance
Retirement Plans
Short & Long Term Disability
Life & Accidental Death Insurance
Tuition Reimbursement
Health Care/Dependent Care Flexible Spending Accounts
Wellness Programs
Voluntary Benefits (e.g., Pet Insurance)
Discounts Through our Partners such as NJ Devils, NJ PAC, Verizon, and 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
Technology and Data Analytics Analyst/Associate
Analyst Job 34 miles from Freehold
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.
Reporting Data Analyst
Analyst Job 34 miles from Freehold
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 II
Analyst Job 34 miles from Freehold
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.
Business Analyst/Data Analyst
Analyst Job 34 miles from Freehold
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 Analyst
Analyst Job 34 miles from Freehold
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.
FP&A Analyst
Analyst Job 34 miles from Freehold
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.
Anti-Money Laundering Analyst
Analyst Job 34 miles from Freehold
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.
Portfolio Operations Analyst
Analyst Job 34 miles from Freehold
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.
Operations Analyst
Analyst Job 34 miles from Freehold
!
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).
Law Analyst
Analyst Job 26 miles from Freehold
Outlier helps the world's most innovative companies improve their AI models by providing human feedback. Are you an experienced Law expert who would like to lend your expertise to train AI models?
About the opportunity:
Outlier is looking for talented Law experts to help train generative artificial intelligence models
This freelance opportunity is remote and hours are flexible, so you can work whenever is best for you
You may contribute your expertise by…
Assessing the factuality and relevance of domain-specific text produced by AI models
Crafting and answering questions related to Law Evaluating and ranking domain-specific responses generated by AI models
Examples of desirable expertise:
A bachelor's or higher degree in Law or a related subject
Experience working as a Law professional
Ability to write clearly about concepts related to Law in fluent English
Payment:
Currently, pay rates for core project work by Law experts range from $30 to $50 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.
Commercial & Wholesale Operations Analyst
Analyst Job 34 miles from Freehold
Commercial & Wholesale Operations AnalystNew York, United States of America
Responsible for the day-to-day operations of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficiency of people, processes and technology thereby enhancing financial performance, increasing investment capacity, and managing risk. Builds the sustainable repeatable capabilities that support delivery of the highest standards of service and execution. Analyzes and reviews data tools, business processes and operational standards to execute service delivery. Evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements. Researches and monitors external landscape to identify developments and translate them into operational implications for the company.
Essential Functions/Responsibilities:
As part of the payoff team, will be responsible for ordering and returning files for loan payoffs.
Processes transactions involving booking and servicing commercial loans and letter of credit.
Researches and responds to incoming commercial loan requests received from business areas supported by the department.
Researches payment history, loan balances, and associated documentation including loan notes, forbearance agreements, and modifications.
Performs dollar transactions and maintenance and quality review.
Creates and analyzes error reports, researching the payments log, and incoming wire transfer payments
Ensures proper documentation is filed appropriately and is available for internal and external audits.
Identifies and resolves problems within established guidelines.
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 or equivalent work experience in Business or equivalent degree.
Work Experience:
Working knowledge of banking operations - 3-5 years
Skills and Abilities:
Requires excellent communication, good organizational skills, and attention to details.
Solid knowledge/skills of Microsoft Office Suite and various bank systems.
Ability to adapt quickly and be a team player.
Working knowledge in Commercial Banking.
Ability to meet deadlines.
Strong knowledge of the Syndicated and Commercial Loan products and markets.
Demonstrated knowledge of other banking products and the ability to apply that information to this role.
Expert knowledge of overall lending policies and procedures, credit analysis, underwriting, structuring, etc.
Excellent organizational, management, communication and customer service skills.
Solid judgment within broadly defined policies and practices.
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. Occasional 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: 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, Madison Ave Corp
Other Locations: New York-New York
Organization: Santander Bank N.A.
Salary: $54,375 - $82,500/year
Analyst
Analyst Job 34 miles from Freehold
Who We Are
Corporate Risk Solutions, LLC (“CRS”) is the preeminent risk management and insurance advisory firm specializing in the private equity and alternative investment community, including their respective portfolio company assets. Headquartered in New York, NY, we partner with 120+ private equity firms, hedge funds, and distressed investors, managing risk for hundreds of portfolio company assets worldwide. CRS also serves as an independent risk manager for a diverse range of stand-alone global businesses, from start-ups to Fortune 10 companies, both privately held and publicly traded.
As a boutique firm, we offer tailored, proprietary client solutions, provide unparalleled access to decision-makers, and create impactful opportunities to influence risk outcomes for some of the world's largest and most complex investment firms.
At CRS, we pride ourselves on delivering exceptional service through collaboration, innovation, and deep expertise. For more information, visit us at *******************
The Opportunity
As an Analyst, you will play a pivotal role in conducting both quantitative and qualitative analyses to drive business growth and achieve and optimize strategies. You'll leverage your analytical skills to manipulate datasets, craft financial models, and distill insights into concise, actionable reports that deliver real value to our clients.
As a key contributor, you'll work closely with professionals across CRS, gaining hands-on experience and building relationships that will elevate your career. If you're passionate about making a tangible impact and thrive in a dynamic, project-focused environment, CRS is the place for you.
The Analyst role requires the ability to thrive in a dynamic setting where priorities shift quickly, and new challenges arise frequently. You must adapt to changing demands, manage competing tasks efficiently, and respond to urgent situations while maintaining focus and quality. A strong sense of organization and the ability to remain calm under pressure are key to succeeding in this dynamic role.
Responsibilities
Analyze and transform data into clear, actionable insights through detailed reports.
Develop compelling pitch and presentation materials that resonate with stakeholders.
Work closely with cross-functional teams to support various projects, ensuring seamless communication and coordination.
Demonstrate effective problem-solving and critical thinking.
Takes the initiative to contribute ideas, manage tasks, and assist in project execution.
Support senior leaders in managing and driving projects, ensuring they are completed on time and exceed client expectations.
Maintain a growth mindset to continuously improve and expand individual skills, industry expertise, and strategic initiatives.
Who You Are
You are an analytical, resourceful, proactive, and driven professional who excels at solving complex problems with creative and thoughtful solutions. Thriving in fast-paced environments, you are eager to contribute to high-impact projects that drive meaningful results. With your natural curiosity, strong communication skills, and collaborative mindset, you will quickly become a valuable asset to any team.
Necessary Personal Attributes
Effective Communicator: You distill complex data and convey ideas to diverse audiences, both verbally and in writing. You actively listen, ask insightful questions, and ensure key points are understood, fostering collaboration and minimizing misunderstandings.
Problem Solver: You demonstrate critical thinking and strong problem-solving skills, identifying challenges, analyzing issues from multiple perspectives, and developing innovative solutions. You approach problems with a proactive and resourceful mindset, leveraging creativity and analytical thinking to resolve obstacles efficiently and effectively.
Organized & Detail-Oriented: Highly detail-oriented with a strong focus on organization, accuracy, and thoroughness. You consistently review work for quality, anticipate potential issues, and maintain process efficiency while ensuring that even the smallest details are addressed.
Action Oriented- You have an outcome-oriented mindset is paramount.
Grit: You possess the mental toughness, courage, passion, work ethic, and perseverance to consistently set and work toward goals, even when faced with obstacles or challenges.
Adaptable: You have a strong aptitude for learning, quickly grasp new and complex concepts, adapt to changing priorities, and apply knowledge in practical, real-world situations while maintaining productivity.
Self-Awareness: You regularly reflect on your contributions, work ethic, decisions, and interactions to continuously improve.
Collaborative: You actively engage with colleagues and cross-functional teams, share knowledge and ideas, and contribute to the collective success of the firm. You foster open, constructive, and positive communication while being adaptable to different work styles and perspectives.
Qualifications
Education: BS or BA from an accredited university/college (preferred fields: Business, Risk Management/Insurance, Finance, Economics, Accounting).
Experience: A strong foundation in risk management, finance, or consulting-including relevant internships, coursework, or early-career roles-is highly valuable.
Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
Tech-savviness and strong experience with Box, Salesforce (a plus).
Familiarity with VBA, Excel modeling, and qualitative analysis.
Strong analytical and critical thinking skills
Exceptional team player, clear communicator, highly organized
Attention to detail and ability to operate efficiently in a dynamic, goal and deadline driven environment
Why CRS?
At CRS, we foster a culture of innovation, collaboration, and growth. You'll work alongside industry leaders on impactful projects, gain exposure to key decision-makers, and build a rewarding career in one of the most dynamic risk management sectors.
Compensation & Benefits: CRS offers a competitive compensation package, including a base salary, benefits (medical, dental, vision), commuter benefits, and a 401(k) plan. Eligibility for a discretionary annual bonus is based on individual and firm performance (at CRS's sole discretion).
Equal Opportunity Employer
Corporate Risk Solutions, LLC is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
Apply now to join CRS and shape the future of risk management!
Junior Analyst
Analyst Job 34 miles from Freehold
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
Business Analyst
Analyst Job 34 miles from Freehold
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!
Financial Analyst
Analyst Job 14 miles from Freehold
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
IT Risk & Control Analyst
Analyst Job 34 miles from Freehold
WHAT IS THE OPPORTUNITY?
"The IT Risk Controls Analyst is a subject-area specialist with specialized training, methods and analytic techniques to create recommendations and directions for cyber risk mitigation in a complex technical environment. Focus areas of security assessment by the ITRC Security Analyst includes third party security and overall security program effectiveness in mitigating risk. The ITRC Analyst's goal to create actionable information for IT and business leadership, and to provide objective assessment of cyber security risks for auditors, regulators and external parties. This requires routinely authoring detailed reports and gathering metrics ensure stakeholders receive accurate and complete information. The ITRC keeps abreast of external cyber security trends, technologies and cyber risk management approaches, and often works with other teams on cyber risk-related initiatives to provide subject-matter recommendations and guidance to achieve a posture within the bank's overall risk appetite. An experienced, fully proficient professional with full understanding and in-depth knowledge of discipline or areas of specialization, works on problems of diverse scope where analysis of situations or data requires an evaluation of identifiable factors"
What you will do
Analyze IT policies, standards, and regulatory requirements (e.g., OCC, FFIEC, NIST, GLBA) to translate them into actionable controls and process enhancements.
Leverage data analytics to identify risk trends, improve risk reporting, and evaluate/analyze data to provide objective information on IT risks
Assess risk within-subject specialty area to evaluate the design and effectiveness of security controls
Assist with audit and regulatory responses, and IT regulatory compliance efforts, ensuring timely remediation of identified issues
Participate in other security support projects and duties as needed or requested
Must-Have*
Bachelor's Degree or equivalent
Minimum of 6 years' experience in Information/Cyber Security field
Minimum of 4 years' experience in cyber security operations, incident response, IT risk management or investigations
Skills and Knowledge
Experience with interpreting and applying IT policies, standards, and regulatory requirements to risk management processes
Demonstrated knowledge of financial regulation and control frameworks applicable to cyber security or IT risk
Excellent communication and interpersonal skills. Including a strong ability to create positive and professional business relationships with internal clients.
Strong commitment to working as a team and providing excellent customer service.
Exposure to banking or equivalent highly controlled technology environment is preferred
Experience with data analytics tools and ServiceNow for risk and compliance management
Security certifications (CISSP, GSEC, etc.) are highly desired.
Experience in banking/financial industry is strongly preferred
Compensation
Starting base salary: $87,027 - $138,965 per year. 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 Perks
At 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.
Loan Operations Analyst
Analyst Job 34 miles from Freehold
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.
Purview Technical Analyst
Analyst Job 34 miles from Freehold
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
USA Sr. Analyst, Controllership
Analyst Job 34 miles from Freehold
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