Analyst Jobs in New York

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

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

Our client, a real estate investment firm, is looking for an Investment Analyst to join their growing team in Westchester, NY. Responsibilities: Creating and maintaining financial models Draft investment memorandum, lender and investor presentations Lead investment level reporting, review, and analysis, budgeting, and ongoing financial projections Helping to manage deals from start to finish, including model underwriting and financing Assist with due diligence, closing, and post-closing Prepare annual budgets and monitor MTD, QTD, and YTD performance Qualifications: Bachelor's degree in business, finance, economics, real estate, or related field 2-3+ years of experience with real estate finance Proficiency with Excel modeling Experience with property management software (Yardi, Entrata, etc) is a plus

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.

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!

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.

At Frontier Energy, we're more than just engineers and professionals-we're a team of innovators, problem-solvers, and visionaries dedicated to advancing clean energy solutions. Our mission is to pioneer the intelligent use of energy for a sustainable and resilient future. We offer a collaborative and dynamic workplace where your ideas are heard, nurtured, and transformed into impactful solutions. With a flat hierarchy and open-door policy, every team member is empowered to experiment, take ownership, and make a real difference. Beyond fostering an inspiring culture, we provide competitive compensation, comprehensive benefits, and opportunities for growth. Join us and be part of a team that's shaping the future of energy while leaving a positive impact on the world. Frontier seeks a self-motivated, entry-level, applicant to support in-field demonstration of energy technologies on many projects. This position will work under experienced engineers and analysts to develop test plans and deploy field monitoring systems to collect data to meet the test plan requirements. Attention to detail and documentation of existing conditions and the instrumentation deployment are critical. Clear and concise written and verbal communication with team members and clients is imperative for individual, project, and firm success. Organizational skills are required to manage logistics for remote project coordination and execution. An ideal applicant will possess data analysis and technical writing skills to support the downstream efforts and convey findings to clients and the public. Key Responsibilities • Oversee and manage automated data collection, processing, loading, and display. • Client / customer outreach to address interruptions in automated data streams. • Support project engineers with data handling and management. • Support IT and development staff with managing data handling processes, data presentation and visualization, and other tasks as needed. • Support field monitoring deployments. • Contribute to written technical memos, technical documentation, and reports. • Able to follow test procedures and best practices provided by senior staff • Travel is required. Required Skills • Bachelor's degree in a technical engineering or science field (energy, building and environmental science, or advanced building construction) • Entry level position, no relevant work experience necessary. • Must be willing and able to contribute in a team environment, while also possessing the capability to perform work independently when necessary. • Can work independently after being given sufficient direction • Basic understanding of energy balances and thermodynamics • Basic or advanced data management • Willing to develop skills outside existing experience. • Organization and logistics for travel and off-site activities • Strong written and verbal communication skills, including observations and documentation • Detail oriented and proactive • Must pass all required safety training and follow all safety guidelines, able to work safely after being provided the necessary guidance. Preferred Skills Description • Hands-on instrumentation and experience with hand tools, wiring, and basic electrical circuits and systems • Experience with computer programing languages (Python, MYSQL) • Experience with laboratory and field instrumentation. • Understanding of energy systems, distributed energy resources (DER), and HVAC systems. • Experience handling time series data.

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.

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.

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

! 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).

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

Strategic Staffing Solutions is currently looking for an Onboarding & Contracts Analyst for a W2 contract opportunity with one of its largest clients! Job Title: Onboarding & Contracts Analyst Schedule: Hybrid Location(s): Cohoes, NY Contract Length: 12 months Experience: 1-5 years This position is specifically for client onboarding. Responsibilitues include: Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements. Coordinate and process team specific tasks as requested by the business. Perform quality reviews of other team members completed work and ensure data accuracy. Work across multiple systems and platforms. Interface with teams and businesses to resolve on-going issues and answer specific policy questions. Provide support and work on special projects as requested. Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate. Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance. Requirement: Working knowledge of MS Office (Excel, PowerPoint, Word, Outlook) Highly organized with exceptional attention to detail and follow-through Strong ability to manage multiple projects with competing deadlines Proven analytical skills and problem solving ability Team player with positive attitude and strong work ethic Ability to work collaboratively with all levels of the organization Flexible and able to work well under pressure in a team environment. Strong communication skills (written and verbal) Great active listening skills Exceptional interpersonal and rapport building skills Ability to work in a fast-paced environment Education: Bachelor s degree required; concentration in Business, Finance, or Accounting preferred

Grain Group accelerates the growth of the world's most ambitious brands. By aligning business insights with ROI-driven marketing - we unlock the competitive edge that allows clients to disrupt categories and reimagine industries. Our team is led by strategic thinkers and doers with diverse backgrounds in business, media, technology and finance. What does the fastest selling spirits brand have in common with a revolutionary global private education venture? Ambition. Grain works with brands that are comfortable being uncomfortable. We are seeking Senior Digital Media Strategists across Paid Social, Paid Search, Shopper/Retail Marketing, and Programmatic. GRAIN GROUP's Senior Digital Media Analysts play a crucial role in the development of media/advertising plans in accordance with the objectives and strategies developed on assigned account(s), execute media buys, and manage media campaigns. Strategists help to coordinate all day-to-day agency advertising efforts on behalf of the client's product or service. Specific Duties Manage paid media planning activities associated with assigned accounts - helping to develop planning objectives and strategies that coincide with the client's marketing direction - on channels like Google, Facebook/Instagram, Programmatic, LinkedIn, Twitter, Pinterest, TikTok, etc. Work with media partners to develop, negotiate, and execute media plans, and gauge performance and KPIs to determine the extent to which client objectives and strategies are being met Optimize both self-service & managed campaigns based on client objectives, and collaborate with internal teams to ensure all elements of success are utilized Oversee and develop process and framework for media reporting - working with AdOps & performance teams to deliver actionable insights for clients on a timely basis Intimately understand media data sources in terms of what is measured, the method, and information reported Grow a strong relationship with clients and client agencies - through a demonstration of industry knowledge and of the client's basic business issues Assist in the on-going monthly actualization and clearance of client investments - in alignment with the terms and conditions of industry standard finance practices Provide POVs on various media in the marketplace Assist on new business efforts when required People Responsibilities: Work in a team environment that promotes collaboration and communicate effectively across all levels Ensure all direct reports master the skills and organizational savvy required for advancement On-Going Skills and Behaviors: Develop a detailed awareness of client business issues, and on-going awareness of industry trends, consumer trends, promotional resources, market status, and competition Maintain an up-to-date knowledge of client-relevant aspects of Digital Media, Search, Video, Mobile, etc. Formal certification or experience in the following tools are required: Google Ads & Facebook Blueprint. Additional paid social media experience - i.e. Pinterest, Twitter, LinkedIn experience is desired. Requirements: 1-2 years paid digital advertising experience required. Experience managing paid advertising campaigns on Google Ads, Meta, LinkedIn, Twitter, Pinterest, TikTok or other. Motivated (self-starter) who thrives in entrepreneurial environments and is looking to be challenged by their work and clients. Candidate will be working across multiple accounts and must be comfortable wearing multiple hats. Great analytical and presentation skills are must. Must be able to think on your feet to deliver outcomes. We don't constrain anyone by their title - you will be interacting directly with clients. • Also considering more experienced candidates for Supervisor level positions.

ODDITY is a consumer-tech company which builds and scales digital-first brands to disrupt offline dominated categories. In less than 5 years since launch, we have built two of the fastest-growing online beauty brands in the US-IL MAKIAGE and SpoiledChild. Our first brand IL MAKIAGE has since grown to unprecedented scale online, reaching over $300 million in revenue and 40 million users in only 4 years. ODDITY New Ventures built and launched our second brand SpoiledChild in early 2022, and it is already scaling even faster than IL MAKIAGE. As of 2023, ODDITY is officially a publicly-traded company valued at >$2B and we were named a TIME100 Most Influential Company. Our continued success is a result of our winning mindset combined with unparalleled physical & tech products. We have made significant investments in data science, AI, computer vision, and biotechnology to identify consumer needs and develop solutions in the form of tech and wellness products. Our proprietary computer vision technology allows smartphone cameras to capture hyperspectral wavelengths of light beyond the capability of the human eye. In 2023, ODDITY acquired Revela-a biotech start-up that uses AI-based molecule discovery to bring next-generation, proprietary ingredients to the beauty & wellness market. The opportunity: We are seeking a highly qualified and entrepreneurial Analyst / Senior Analyst to join the Color product development team as we incubate and build our third brand in-house. Brand 3 will be a medical-grade skincare offering that leverages our technology platform to deliver a differentiated product to consumers. In this role, you will lead key initiatives to shape product offerings and consumer strategies through in-depth focus group testing and data-driven insights. You will work strategic initiatives through identifying product expansion opportunities and evaluating go-to-market channels. You will work cross-functionally across multiple workstreams to deliver on the brand's highest priority consumer objectives. What you will do: · Develop surveys and interactive feedback tools tailored to capture actionable insights from diverse audiences · Collaborate with senior members and the leadership team to define product vision and go-to-market strategies, focusing on disruptive opportunities in the medical-grade skincare space · Identify and assess opportunities for product line extensions and category expansion based on consumer insights and competitive analysis · Develop and implement innovative methods to connect with consumers, ensuring the brand meets their needs and exceeds expectations · Design, plan, and execute product testing sessions to gather qualitative and quantitative insights on product performance and consumer experience Who you are: · 1-2 years of experience in consulting, market research, consumer insights, product testing, or a related field, preferably in a high-growth or start-up environment · Strong skills with a proven ability to interpret complex data sets and extract meaningful insights with analytical a bias for detail · High level of individual ownership and personal accountability, with a mindset of getting things done and driving process forward without supervision · Strong interpersonal skills with ability to manage many different stakeholders both internally and externally

• Trade Reconciliation • Corporate Action • Cash Management • Middle Office Function Required skills: • Middle Office cash reporting UI experience • Eagle Accounting knowledge • Experience in defining user experience and user interface design • Intraday cash reporting knowledge, including front office use cases • Cash reconciliation processes and data sets • Knowledge of corporate action events inclusive of SWIFT messages (MT564, 565, 567, 568) and voluntary election workflow (middle office service provider, middle office client, external parties/custodians). Additional skills: • Experience working with data outputs from Smartstream TLM Reconciliation-Premium • Knowledge of corporate action software (e.g., TCS BaNCS, FIS/XSP

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $105,000.00 and $115,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Providing support to senior team members related to the origination, structuring, and execution of transactions within the Structured Finance Group, primarily Middle Market and BSL CLO products and Private/Bank Securitizations. Role Objectives: The job responsibilities are described herein: Work as a member of a deal structuring and execution team e.g. financial modeling, market update calls, due diligence, and structuring Assisting in the preparation of marketing materials for existing and prospective clients, including analysis of reporting models and data in order to provide insightful commentary and recommendations with regards to structural and commercial terms Resourcefully leverage various information sources to help contribute to group's understanding of market trends, deal comparisons, and structural recommendations Developing an understanding of deal-based analysis using internal and external rating and returns models utilized in CLO structuring Engage with clients through calls, discussions, certain client visits with a senior members of the team Prepare pitch books and set up internal/external meetings with clients. Prepare any ad hoc research and reports as necessary, under the direction of senior members of the team Qualifications and Skills Banking experience in financial analysis and credit structuring at a corporate or investment bank Bachelor's degree in Economics, Finance, Business or Accounting preferred or equivalent education and training. Licenses / Certifications / Registrations - SIE, Series 7, 79 & 63 Software Systems / Programming Languages - Microsoft Office, Word, Excel, PowerPoint Strong understanding of corporate finance and analytical and critical thinking skills Strong verbal and written communication skills with an ability to present well, organize thoughts and clearly articulate points and to communicate and propose complex capital solutions, including excel based financial models, to a sophisticated client base in a concise manner. Self-driven and motivated; takes personal ownership of specific assignments. Desire to learn and grow in the area of corporate finance. Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally. Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines. Able to quickly learn internal policies, processes, and other systems. Demonstrate an intellectual curiosity and interest in continuous learning with an ability to adapt to a culturally diverse and team-oriented environment.

Financial Analyst Pay Range: $41 - $47 per hour on W2 Contract Duration: 6 months Responsibilities: Provide support on Operational and Production Accounting related matters, such as development cost spending, overhead controls, real estate, responding to Tax Dept. requests, fixed asset accounting, banking etc., Manage the month-end reporting tasks in partnership with GFO and CG as well as prepare journal entries and analytical reports. Oversee the accounting activities performed by the CG, such as accounts payable and bank reconciliations. Work with Accounting on ensuring costs are reported in S4/Hana (SAP) in an IFRS-compliant manner. Support preparation of quarterly forecasts, annual budget and mid-range plan. Perform ad-hoc analysis at management request. Develop and implement processes to leverage existing tools and streamline workflows. Complete special projects for operations and finance as necessary. Requirements: BS/BA degree with accounting/finance focus required 4+ years public accounting or Entertainment industry finance/accounting experience Strong knowledge of accounting / IFRS Qualified Accountant preferred (CPA, ACA, CIMA or equivalent) Experience in the entertainment experience is a plus SAP knowledge preferred, with experience in S/4 HANAH and BPC Strong MS Excel skills required (vlookups, pivot tables, macros) Ability to quickly grasp new concepts and problem solve Detail-oriented with strong organizational, analytical and PC skills Proven ability to meet deadlines Ability to prioritize and be flexible in work content levels and volumes Must be able to work as part of a team

As an F&B Analyst, you will play a key role in driving the success of our Food & Beverage operations by analyzing financial performance, sales trends, and operational efficiencies. Your insights will help optimize pricing strategies, inventory management, and overall guest satisfaction. Working closely with leadership, you will provide data-driven recommendations to enhance profitability and streamline processes. What we value: Positivity - Team members who are passionate to learn, energetic to hit the ground running and willing to grow in a professional, team-oriented environment with a focus on guest service. Growth Opportunities - We offer a successful journey, including hands-on training and support to advance your career. Empowerment - We believe in our team members. With learning opportunities, career growth potential and recognition of outstanding performance, we encourage our team to take pride in their work. Why choose Turning Stone Resort Casino? Paid weekly Variety of schedules Paid time off Tuition assistance Career-building professional development Discounts from dining to fuel to concerts Team Member appreciation events Quality healthcare and dental benefits A robust 401k retirement plan Dealer School Finance Scholarship Program What you will do as a F&B Analyst: Oversee the procurement, storage, and issuance of F&B inventory, including raw materials, supplies, and finished products, to minimize waste and control costs. Implement cost control measures and monitor expenses related to F&B operations, including food costs, beverage costs, and operating expenses, to ensure adherence to budgetary constraints and maximize profitability. Collaborate with the culinary team and F&B managers to analyze menu performance, identify high-margin items, and optimize menu offerings to enhance revenue and profitability. Assist in the development of pricing strategies for F&B products and services, taking into account market trends, competitive positioning, and cost considerations to maximize revenue and profitability. Analyze F&B revenue streams, sales trends, and performance metrics to identify opportunities for revenue enhancement and cost optimization Establish and enforce internal controls and procedures for F&B operations to safeguard assets, prevent fraud, and ensure compliance with company policies and regulatory requirements. Conduct training sessions for F&B staff on controls, procedures, and best practices to ensure adherence to standards and optimize operational efficiency. Prepare regular reports and analysis on F&B performance, including cost analysis, variance analysis, and profitability reports, for management review and decision-making. To be successful as a F&B Analyst, you'll need: Bachelor's Degree in Finance, Accounting or Hospitality Management. Five years of experience in Food and Beverage Operations as General Manager or in Culinary Leadership. Multi-Unit or Regional experience preferred. Excellent verbal and written communication skills. Must be able to stand/walk for long periods of time and lift up to 0 - 10 Who We Are: We are Turning Stone Enterprises, a dynamic organization with a diverse range of business operations. Among our prominent offerings is the Turning Stone Resort Casino, which has received the prestigious Best of New York Gaming Resort award for an impressive six consecutive years. Complementing this flagship property, we operate satellite casinos like YBR Casino & Sports Book, Point Place Casino, and The Lake House at Sylvan Beach. Beyond gaming and hospitality, our portfolio also includes convenience stores, three 18 hole PGA-level golf courses, and other unique ventures. Why You Will Appreciate Us: At Turning Stone Enterprises, we prioritize the well-being and professional growth of our team members by offering an extensive array of benefits. From comprehensive medical, dental, and vision plans to a 401(k) and life insurance, we ensure your health and financial security. Our work-life balance support includes paid time off, paid holidays, and team member assistance programs. We're also committed to wellness, with various programs and an upcoming 5,000-square-foot onsite medical center. With over 4,500 team members across Central New York, we focus on delivering exceptional experiences for both our guests and staff. Our resources include training programs, complimentary shuttles, and career development initiatives, helping you reach your professional goals. Whether you're starting your career or advancing it, join us for a rewarding journey of growth and success at Turning Stone Enterprises. We look forward to welcoming you to our team!