Technology and Data Analytics Analyst/Associate
Analyst Job In New York, NY
MONTICELLOAM, LLC and its affiliates (“Monticello”) is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic.
We are looking for a Technology and Data Analytics Analyst/Associate for our New York City office to support investment management teams such as originations, underwriting and asset management as well as finance, accounting, compliance, investor relations, and human resources.
The Technology and Data Analytics Analyst/Associate's primary responsibilities are:
Assist in the design and implementation of a data warehouse, including the setup of various data tables and flow of information from various sources into and out of the data warehouse to support analytics, dashboarding, and automated process flow
Proactively analyze investment related data to answer key questions from internal and external stakeholders including executive management, investment team members, and investors
Develop custom investment related reports across healthcare and multi-family real estate debt and equity
Perform qualitative and quantitative research on public and proprietary data sets and technologies to develop insights, create presentations, and make actionable business recommendations
Leverage AI tools to automate data entry and analysis
Evaluate individual investment and portfolio performance across asset class, geography, and other segmentations to identify key trends
Break complex processes down into their individual components and identify areas where data and technology can increase efficiencies, effectiveness, and scalability
Sustain and oversee the data management systems critical to the firm's success.
Job Requirements:
Bachelor's Degree
Finance, accounting, credit, legal, real estate and/or business background
Established organizational skills and ability to simultaneously handle multiple projects
Extensive technical skills including, iLevel, Snowflake, Tableau, Monday.com, SQL, Python
Experience sourcing and analyzing data through APIs, data scraping, and database querying
Ability to quickly learn new tools and technologies
Interest in financing healthcare, senior housing, multi-family housing and/or renewable energy preferred
Effective oral and written communication and interpersonal skills to liaise with borrowers, financing counterparties, and other external parties
Advanced financial analytical proficiency along with the ability to “see the big picture”
Strong grasp of logic and data analytics
Passion for the firm and passion for what we do
Intellectual curiosity and a desire to understand the purpose behind their work
We firmly believe that the most innovative solutions arise from a diverse, collaborative environment that welcomes varied perspectives and backgrounds. We are dedicated to fostering an inclusive workplace that not only embraces differences but also empowers all individuals, providing them with opportunities to unleash their entrepreneurial spirit. We are an equal opportunity employer.
This opportunity will offer a competitive base salary and performance-based bonuses. The base salary for this position falls within the range of $90,000 to $110,000 per year. The specific compensation package will be determined based on the qualifications of the selected candidate at the time of hiring. Additionally, employees may be eligible for discretionary bonuses, contingent upon their annual performance reviews.
Reporting Data Analyst
Analyst Job In Newark, NJ
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 Analyst/Data Analyst
Analyst Job In New York, NY
Job Title: Analyst / Senior Analyst, Investment Infrastructure and Technology (Business/data analyst)
Work Model: in office 4x a week (Monday-Thur)
Comp: 80-115k base + bonus Summary: A top tier asset management firm with 50bn+ in AUM is looking for a technical business analyst/data analyst hybrid to join their growing but tight knit team. You will focus on data governance and data integrity procedures, business analytics, and
reporting, and other ad-hoc projects which are part of the day-to-day operations of the business.
Key responsibilities include:
* Apply data governance strategies through data validation for internal and external reports
* Assist with generation of various internal reports
* Contribute to the development of enhanced standardized processes and procedures
* Create optimized workflows to produce data analysis and visualizations
* Assist Underwriting team with the closing process for new transactions
* Liaise with adjacent teams on ad-hoc and recurring data requests, internal and external audits, communication and fundraising/marketing updates, projections, portfolio summaries, and other special projects
Requirements:
* Bachelor's degree
* 0-3+ years of relevant work experience
* Excellent skills in data management and analysis, business analytics, and problem-solving
* Experience with SQL Server, SSRS, Python, Power BI, and AI tools
* Professional background in investments, operations, or finance industries preferred
* Knowledge of leveraged finance, fixed income, and/or private equity preferred
* Strong interpersonal and communication skills; establish effective working relationships with teammates
* Balancing thoroughness and efficiency of work
Desired Skills and Experience
data analysis
data analyst
sql
python
business analyst
business analysis
kdb
r
coding
database
power bi
tableau
AI
data governance
query
strategy
operations
operations analyst
data strategy
data strategy operations analyst
technical business analysis
technical busienss analyst
Wealth Management Analyst
Analyst Job In New York, NY
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.
Anti-Money Laundering Analyst
Analyst Job In New York, NY
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.
Analyst
Analyst Job In New York, NY
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!
Loan Operations Analyst
Analyst Job In New York, NY
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.
Portfolio Operations Analyst
Analyst Job In New York, NY
Lucid Management and Capital Partners LP
Type: Full-Time
At Lucid Management and Capital Partners, we are a growing and innovative investment management platform overseeing more than $4 billion in assets. We're passionate about achieving exceptional outcomes for our clients and fostering a culture of excellence, innovation, and optimism. We're looking for a driven, detail-oriented individual to join us as a Portfolio Operations Analyst, an early-career position designed to help you grow into an indispensable part of our team.
About Lucid Management and Capital Partners
Lucid is built on a foundation of transparency, integrity, and collaboration. We thrive in a fast-paced, entrepreneurial environment that values curiosity, adaptability, and ownership. We believe in empowering our team members to achieve their highest potential while supporting our clients with unmatched diligence and expertise.
Role Overview
As a Portfolio Operations Analyst, you'll have the opportunity to develop your expertise in trading operations, risk reporting, and automation while contributing to the efficiency and scalability of a high-performing investment platform. This role is designed to help you grow into a core team member by exposing you to various operational, technical, and strategic facets of the business.
Working closely with experienced team members and senior portfolio managers, you'll develop the skills and insights necessary to optimize trade settlements, reconcile accounts, streamline processes, and drive automation. You'll be encouraged to take ownership of your work and will be supported as you build your knowledge, expand your technical toolkit, and take on increasing responsibilities.
Key Responsibilities
You will be expected to grow into the following responsibilities with mentorship and support:
Learn and excel at trade settlement processes: Confirm and settle trades across multiple portfolios.
Develop fund accounting expertise: Perform daily position reconciliations and accounting tasks.
Build risk awareness: Monitor and report on portfolio risk characteristics, collaborating closely with portfolio managers.
Streamline operations: Assist in optimizing booking, settlement, reconciliation, and risk systems with a focus on automation and efficiency.
Enhance communication skills: Liaise directly with counterparties and fund custodians to ensure seamless settlements.
Drive innovation: Contribute to automation and process improvements to increase efficiency, scalability, and cost-effectiveness.
What We're Looking For
This role is designed for candidates who have a strong foundation in finance, analytics, or technology and are eager to develop their expertise in operations and automation. You don't need to be an expert yet-you'll grow into this role with our guidance and support.
Requirements:
Advanced proficiency in Excel (including VBA for automation)
Experience in SQL database management, querying and business process automation
Advanced Python programming skills
Extreme attention to detail
Ability to meet tight deadlines
Team player mindset
Rapid problem recognition and resolution
Demonstrated track record of engaging in community and excelling - sports, clubs, organizations, etc.
What Will Set You Up for Success:
A bachelor's degree in a relevant field and/or 1-2 years of professional experience in finance or upcoming graduation in May 2025.
An interest in financial markets and the desire to build a career in portfolio operations.
Attention to detail and a proactive mindset.
A willingness to embrace challenges and grow through feedback.
A collaborative and optimistic attitude.
Preferred (but not required):
Exposure to fixed income or repo products.
Who You Are
At Lucid, we value traits over tenure. Here's how we define success:
Growth-Oriented: You approach challenges as opportunities to learn and are eager to expand your skill set.
Proactive Problem Solver: You take initiative to identify and address issues, ensuring seamless execution of tasks.
Team Player: You thrive in collaborative environments and enjoy working with others to achieve shared goals.
Detail-Oriented: You take pride in delivering high-quality, accurate work on tight deadlines.
Positive Energy: You bring optimism and enthusiasm to everything you do, inspiring those around you.
Compensation and Benefits
Salary: $75,000-$85,000 per year, commensurate with experience.
Bonus: Annual discretionary bonus based on individual and team performance.
Benefits: Comprehensive healthcare, leave benefits, retirement plan, and opportunities for professional development.
At Lucid, we invest in our people. This role is not just a job-it's the start of a career path. We're committed to helping you achieve your goals while providing the tools, mentorship, and opportunities to grow into a key contributor to our success.
Lucid is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees.
Operations Analyst
Analyst Job In New York, NY
!
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).
Industrials Analyst
Analyst Job In New York, NY
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.
Junior Analyst
Analyst Job In New York, NY
Junior Analyst
Type: Full Time
Note: Must be a US Citizen or legally authorized to work in the United States without the need for employer sponsorship
Qualification
Bachelor's degree in business (finance, org behavior, marketing, economics)
Business report writing skills
Excellent interpersonal and communication skills
3-5 years of relevant work experience
Position Responsibilities
Drafting white papers and concept notes (structured thinking)
Conducting market research and studying market trends to support projects
Partnering and liaise with different Group entities to support in their operations
Analysis of financial statements and comfort of working with numbers
Desired Competencies
Demonstrated ability to be organized and work both independently and within a team, with strong attention to detail and strong project management skills
Excellent written and verbal communication skills, experience working with cross-functional teams, and presenting to leadership
Advanced proficiency with Microsoft Office applications including Word, Visio, Excel, Project, Access, and PowerPoint
Able to excel in a fast-paced, deadline-driven environment, where small teams share a broad variety of duties
Business Analyst
Analyst Job In New York, NY
NO THRID PARTY!
Business Analyst (Contract) - Onsite in Midtown, NYC
Global Systems Search is seeking a highly skilled Business Analyst to be placed onsite at our client's office in Midtown, New York City. This role will support global, regional, and business-focused program initiatives within a leading financial institution. The contractor will report to the Head BA in Technology and collaborate with Project Managers across multiple business units. This position requires strong leadership, coordination of functional resources, and delivery of process, procedure, and technology solutions.
Responsibilities:
Oversee the creation and approval of core project documentation, including:
Business requirements
Functional requirements
Technical specifications
User acceptance testing (UAT)
Document and maintain all required meeting materials.
Identify, communicate, and resolve risks and issues.
Collaborate with functional leads and front-to-back stakeholders to develop workstream strategy and execution.
Define project objectives, scope, and deliverables.
Develop and manage project plans, including activity sequencing and resource allocation.
Required Skills & Qualifications:
5+ years of experience as a Business Analyst in financial services.
Strong understanding of Securities Lending and Trade Lifecycle.
Knowledge of regulatory requirements within the financial industry.
Strong analytical skills with attention to detail.
Ability to execute tasks efficiently, escalate issues when necessary, and problem-solve effectively.
Strong presentation and communication skills.
Experience developing program documentation as noted above.
Proficiency in Excel, Word, Visio, PowerPoint, and SQL.
NO THRID PARTY!
Commercial & Wholesale Operations Analyst
Analyst Job In New York, NY
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
Senior Analyst
Analyst Job In New York, NY
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
Senior Analyst - Paid Social / Paid Search
Analyst Job In New York, NY
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.
Business Analyst
Analyst Job In Jersey City, NJ
What Working at Hexaware offers:
Hexaware is a dynamic and innovative IT organization committed to delivering cutting-edge solutions to our clients worldwide. We pride ourselves on fostering a collaborative and inclusive work environment where every team member is valued and empowered to succeed.
Hexaware provides access to a vast array of tools that enhance, revolutionize, and advance professional profile. We complete the circle with excellent growth opportunities, chances to collaborate with highly visible customers, chances to work alongside bright brains, and the perfect work-life balance.
With an ever-expanding portfolio of capabilities, we delve deep into and identify the source of our motivation. Although technology is at the core of our solutions, it is still the people and their passion that fuel Hexaware's commitment towards creating smiles.
“At Hexaware we encourage to challenge oneself to achieve full potential and propel growth. We trust and empower to disrupt the status quo and innovate for a better future. We encourage an open and inspiring culture that fosters learning and brings talented, passionate, and caring people together.”
We are always interested in, and want to support, the professional and personal you. We offer a wide array of programs to help expand skills and supercharge careers. We help discover passion-the driving force that makes one smile and innovate, create, and make a difference every day.
The Hexaware Advantage: Your Workplace Benefits
Excellent Health benefits with low-cost employee premium.
Wide range of voluntary benefits such as Legal, Identity theft and Critical Care Coverage
Unlimited training and upskilling opportunities through Udemy and Hexavarsity.
Key Responsibilities:
Collaborate with stakeholders to gather and document business requirements for fund accounting processes.
Fund Accounting + Mutual Funds + Fund administration + Net Asset value (NAV) + End to End + Data Set up.
Ensure compliance with regulatory requirements and industry standards related to mutual funds.
Work closely with IT teams to implement system enhancements and resolve technical issues.
Conduct data analysis and generate reports to support decision-making processes.
Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
Minimum of 6+ years of experience in fund accounting, preferably within the mutual funds industry.
Strong knowledge of mutual fund operations, accounting principles, and regulatory requirements.
Strong communication and interpersonal skills to effectively collaborate with various stakeholders.
Knowledge of data analysis tools like Excel, SQL, or similar.
Education & Experience:
Masters/Bachelor's Degree in Computer Science or equivalent with 6+ years work experience.
Benefits:
In addition to a competitive salary and sign-on bonus, Hexaware has an excellent health benefit plan for medical, dental, and vision. We also offer paid holidays and time off so you can relax and unwind. And our sick leave plan allows you to take paid time off to care for yourself or even a family member. Throw in our 401(k), and we know you'll feel the love!
Structured Finance Group, Analyst
Analyst Job In New York, NY
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
Analyst Job In New York, NY
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
Financial Analyst
Analyst Job In Newark, NJ
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.
Corporate Engagement Analyst
Analyst Job In New York, NY
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