Analyst Jobs in Ocean, NJ

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

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

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

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

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.

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.

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.

! 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).

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

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

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.

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

Job Title: Financial Analyst Company Overview: We are an industry-leading company, backed by a global leader in utility-scale solar and storage. With 24 operational projects and a 3 GW+ pipeline, we are committed to driving decarbonization across North America. Our expert-led team brings over 15 years of leadership and deep collaboration with investment and trading teams to deliver profitable, high-impact energy solutions. We pride ourselves on engineering leadership and ensuring seamless project execution from planning to design. As we continue to grow, we are looking for a Financial Analyst to join our team and contribute to the success of our mission. Position Overview: We are seeking a highly motivated and detail-oriented Financial Analyst to support our financial and operational teams in analyzing and optimizing the performance of our utility-scale solar and Battery Energy Storage System (BESS) projects. This position will provide critical financial analysis, modeling, and forecasting to help guide decision-making and ensure the profitability and sustainability of our projects. The role is hybrid, based out of Newark, NJ, and offers competitive compensation, including base salary and long-term incentives. Key Responsibilities: Build FULL Financial Models to evaluate new and existing projects, including project cost forecasting, financial performance assessments, and valuation analysis. Project Analysis & Coordination: Perform timely and accurate analysis of potential target projects and other internal and external business opportunities. Coordinate project evaluations with various stakeholders. Memorandums & Presentations: Create detailed memorandums and presentations to clearly communicate evaluation results, assumptions, and recommendations to senior management and external stakeholders. Support Transaction Execution: Assist in the execution of construction debt, term debt, and/or tax equity transactions, ensuring alignment with financial goals and strategies. Investor Relations: Maintain ongoing relationships with investors, supporting them with presentations, diligence requests, and other communication needs to build strong, long-term partnerships. Cross-Functional Financial Support: Collaborate with development, construction, and asset management teams to provide financial and risk analysis that supports key decisions throughout the project lifecycle. Board & Investor Presentations: Assist in the preparation of presentations for board meetings and investor communications, including reports on financial performance and key project milestones. Business Case Development: Manage transactional deal flow and research emerging market opportunities, developing business cases to support growth in new areas of the renewable energy market. Budget Development: Support the development of accurate budgets based on departmental and business unit plans to ensure financial targets are met across multiple projects. Qualifications: Educational Requirements: Bachelor's Degree in Math, Economics, Finance, Engineering, or a related field is required. Advanced academic or professional qualifications are a plus. Experience: 1-3 years of experience working in renewables or investment banking, with a strong preference for candidates who have financial modeling experience in the energy sector. Technical Skills: Advanced proficiency in Microsoft Excel for financial modeling and analysis, as well as PowerPoint for presentations and report preparation. Organizational Skills: Detail-oriented with the ability to manage multiple priorities effectively in a fast-paced environment. Strong organizational skills and the ability to work on multiple projects simultaneously. Communication Skills: Strong written and verbal communication skills with the ability to present complex financial data clearly to non-technical stakeholders. Analytical Abilities: Proven ability to conduct detailed financial and risk analysis and develop actionable insights from data to guide decision-making. Collaboration: A team player with the ability to collaborate effectively with internal teams and external partners in a dynamic and growing company.

Job Title: Corporate Engagement Analyst - Hiring FAST! Pay Rate: $33/HR on W2 Only - NO C2C Setting: Onsite Required (Hybrid/Remote is NOT an Option) Duration: 8+ months Required Qualifications: At least 2-4 years experience in operations and business management Education: Bachelor's Degree Highest degree of integrity, professionalism, diplomacy and discretion Proven tactical execution experience including strategy development, operations, and budget analysis Ability to quickly learn and apply grants management best practices Proven project management skills, with excellent organizational and multi-tasking skills, and complete attention to detail Experience managing partnerships and relationships across multiple organizations and geographies Team player, and skilled at managing internal and external teams and junior staff on a given project Keen problem solver with exceptional written and verbal communication skills Excellent interpersonal skills in person, on phone, and by email and voicemail Flexible and willing to work extended hours and travel when required Self-motivated with ability to work independently as well as in team Proficiency with PowerPoint, Excel and Word for presentations and data analysis. Responsibilities: Support the execution of the program s largest small business convening with a focus on preparing briefing materials, talking points and agendas Draft event summaries and agendas for key internal and external stakeholders, including business owners and program partners Draft all correspondence to speakers and key stakeholders Draft materials for all working group meetings and track all follow-ups and execution timelines Inform event branding, marketing strategy and business owner engagement Track attendee registrants and inform recruitment plan Identify and track star alumni from each program location

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

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.

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

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