Data Analyst Jobs in Oyster Bay, NY

Our client is seeking a Data Analyst to join their team! This position allows for applicants in Irving, TX; Basking Ridge, NJ; or Atlanta, GA. Produce, edit, and proofread clear and concise content for multiple channels, including voice channels, web, app, agent systems, and other applicable platforms Collaborate closely with UX Writers, Content Strategists, and Translation services to ensure high-quality copy and Content Quality Assurance (CQA) Maintain and review tone, voice, and personas across all content created for nine different brands Design, build, and implement VOC (Voice of the Customer) data flow, data validation, and system integrations in collaboration with GTS, AI&D, vendors, business teams, and development teams. Drive agile project management, including creating user stories in Jira, leading grooming sessions, and ensuring successful sprint execution Utilize expertise with VOC vendors such as Qualtrics, Medallia, and other customer experience platforms to design, analyze, and optimize VOC programs Partner with cross-functional teams to implement technology solutions that enhance customer insights and improve overall experience Ensure seamless integration of VOC systems with enterprise data architecture to support data-driven decision-making and actionable insights Manage data ingestion processes, ensuring seamless integration across multiple systems Lead system integrations, APIs, and real-time payload creation to optimize VOC programs Desired Skills/Experience: Bachelor's degree 6+ years of relevant experience in data engineering, system integration, and VOC program implementation Proficiency in SQL to extract, manipulate, and analyze large datasets Hands-on experience with system integrations, data engineering, and data migration, with a solid understanding of data architecture across multiple systems A background in marketing, computer science, business transformation, data science, or customer experience in a business, agency, or consulting environment Experience developing and automating data analytics and conducting ad-hoc analyses Strong analytical skills with a proven ability to meet and exceed business objectives A high level of accountability and ownership The ability to build strong relationships with business partners, manage multiple projects simultaneously, and deliver results on time Benefits: Medical, Dental, & Vision Insurance Plans 401K offered $24.50 - $35.00 (est. hourly)

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

Retail & Consumer Goods Remote Salary: $160,000-$180,000 About the Company Harnham is partnering with a leading national provider of home services and parts distribution, serving both direct-to-consumer and business-to-business markets. With a vast customer base and a strong market presence, our client is undergoing a data-driven transformation to optimize pricing strategies and enhance profitability. As they expand their analytics capabilities, they are seeking a Principal Pricing Data Scientist to lead the development and execution of pricing models that maximize revenue and maintain competitiveness across their service operations and parts distribution business. The Role As the Principal Pricing Data Scientist, you will play a pivotal role in shaping pricing frameworks that drive business performance. This strategic leadership position requires expertise in pricing optimization, statistical modeling, and data-driven decision-making across both B2B and B2C channels. Key Responsibilities Develop and execute pricing strategies for B2B and B2C channels, focusing on service operations and parts distribution. Build analytical frameworks to assess price elasticity, customer behavior, and market trends. Lead quantitative analysis of historical pricing data to uncover revenue opportunities and validate pricing models. Design standardized pricing models that incorporate labor costs, parts costs, and overhead while maintaining competitive positioning. Develop and maintain pricing tools and dashboards to track performance and inform decision-making. Collaborate with operations teams to understand cost structures and implement profitable pricing strategies. Conduct competitive analysis to refine pricing approaches and strengthen market positioning. Drive continuous innovation in pricing methodologies using advanced analytics and AI-driven insights. Your Skills and Experience Required: 5-6 years of experience in pricing strategy and analytics. Proven expertise in developing pricing strategies for both B2B and B2C markets. Strong proficiency in SQL, Python, or R for data analysis. Experience applying AI and machine learning techniques to pricing optimization. Ability to translate complex data into actionable pricing strategies. Strong stakeholder management and communication skills. Preferred: Experience in service industry pricing or parts distribution. Background in field service operations or the appliance industry. Familiarity with price optimization software and tools. Experience with price elasticity modeling and customer behavior analysis. How to Apply If you're a data-driven pricing expert looking to make a high-impact move, apply now! For more information, please reach out to Oisin Ennis

Job role : MDM Tech Business Analyst Job Type: Contract Skills: •MDM •SQL Query writing •Data Analysis •Snowflake •ETL Tools (e.g., dbt, ADF, Talend) •Communication both technical and non-technical •Leadership (or self-directed person for less experienced people) •Financial Industry (Asset/Wealth Mgmt., Alts)

As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Geneva, Lisbon, Porto and Casablanca. One of our clients, an international investment bank, is looking for a Front Office IT Business Analyst specializing in the Equities Booking; Business Analysis: Collaborate with user representatives (traders, risk teams, operations, etc.) to gather and formalize business requirements. Conduct impact and gap analyses. Evaluate IT solutions to determine the best fit for business needs. Draft detailed functional specifications for IT development teams. Define and execute test plans. Coordinate User Acceptance Testing (UAT). Participate in project scoping, planning, progress reporting, issue and risk management, ensuring effective communication. Required Profile: Master's degree. Minimum of 5 years of experience in IT business analysis within the financial sector. Strong understanding of Equity (EQD, Repo, Stock borrow lending) activities and products Expertise in equity trading systems (ideally Sophis or Murex & Calypso) Proficiency in SQL. Excellent analytical and problem-solving skills, with great attention to detail. Proven ability to manage multiple tasks in a dynamic environment. Familiarity with Agile methodologies.

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

The Data Quality Analyst (VP level) will play a pivotal role in coordinate the integrity, accuracy, and reliability of data across Natixis CIB Americas businesses and in line with Head Office processes. This position is responsible for developing, implementing, and overseeing technical data quality frameworks, methodologies, and tools to enhance our data assets, re-using Head Office solution where possible. The Data Quality Analyst will collaborate with the businesses to assist on identifying data quality issues, design solutions, and promote best practices in data management. He/she/they will have the following responsibilities: Framework Development: Design and implement a comprehensive technical data quality framework that includes data profiling, data validation, data cleansing, and monitoring processes, capitalizing first on head office approach. Data Quality Tools: Evaluate, select, and manage data quality tools and technologies that facilitate automated data quality assessments and remediation processes. Issue Resolution: Collaborate with data engineers and analysts to identify data quality issues, analyze root causes, and develop actionable remediation plans. Data Quality Metrics: Establish and monitor key performance indicators (KPIs) and metrics to assess data quality, providing regular reporting to stakeholders on data quality status and improvement efforts. Collaboration: Work closely with cross-functional teams, in the Americas platform and Head Office, including data governance, data architecture, and business intelligence, to ensure alignment on data quality initiatives and standards. Technical Documentation: Assist the business to create and maintain detailed documentation of data quality processes, data lineage, and metadata to support transparency and compliance. Training and Support: Provide training and guidance to technical staff on data quality best practices, tools, and methodologies, fostering a culture of data stewardship within the organization. Continuous Improvement: Stay up-to-date with industry trends, emerging technologies, and best practices in data quality management, continuously enhancing the organization's data quality capabilities. Requirements: Bachelor's degree in computer science, Information Technology, Data Management, or a related field; 5+ years of experience in data quality management, data engineering, or a related technical field, preferably within the financial services industry. Experience using the IDQ (Informatica Data Quality) suite and Informatica Power Center for development and reporting; Experience on alternative solution is welcomed and should be demonstrated. Deep knowledge of data quality processes, approaches, measurement techniques, and business cases including Profiling, cleansing, standardization and Match/Merge; Demonstrated experience implementing Informatica's Data Quality components (rules, glossaries, scorecards); Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this position will be between $140,000 - $175,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

Our client, a global law firm, is seeking a Business Development Analyst to join their team in NYC! Essential Duties and Responsibilities The primary responsibilities of this role include preparing high-quality, client-facing materials such as pitch books, RFP responses, and brochures that effectively showcase the Firm's expertise and articulate compelling reasons for client retention. Working under the guidance of the Associate Director, key duties include: Developing, updating, and maintaining standard pitch files, collateral materials, and lawyer biographies across multiple platforms (print and digital). Tracking and documenting all pitch activity to ensure a comprehensive and accurate record of materials produced. Managing the production process of client materials, including editing, fact-checking, proofreading, and assembling content to ensure timely and accurate delivery. Monitoring Firm news and industry developments, documenting notable case wins, and updating practice experience databases accordingly. Supporting the preparation and submission of content for legal directories, guides, and industry surveys. Conducting substantive industry research to identify potential business development opportunities. Coordinating competitive intelligence research to keep attorneys informed of market and regional trends. Assisting with the content development and coordination of conferences and other Firm-sponsored events. Tracking key developments and trends within the Firm's litigation practice areas to ensure content remains current and aligned with the Firm's messaging. Qualifications Exceptional writing, editing, proofreading, and research skills (candidates will be required to complete a writing and editing test). Strong analytical and organizational abilities, with a meticulous attention to detail. Solid understanding of litigation terminology and procedures. Proficiency in standard business software applications, including Microsoft Office Suite (Excel, Access, Word, PowerPoint), and familiarity with SharePoint or CRM systems is a plus. The Firm offers additional training to support skill development where necessary. Ability to manage multiple time-sensitive projects, work independently, and produce high-quality work in a fast-paced environment. Excellent interpersonal and communication skills, with the ability to collaborate effectively across teams and levels of seniority. A strong commitment to professionalism and excellence, aligning with the high standards of the firm's legal practice. Education and Experience A Bachelor's degree or equivalent is required. Two to five years of experience in business development within a law firm, financial institution, or other professional services environment. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

We are building a world class systematic data platform which will power the next generation of our systematic portfolio engines. The systematic data group is looking for a Data Scientist to join our growing team. The team consists of content specialists, data scientists, analysts and engineers who are responsible for discovering, maintaining and analyzing sources of alpha for our portfolio managers. This is an opportunity for individuals who are passionate about quantitative investing. The role builds on individual's knowledge and skills in four key areas of quantitative investing: data, statistics, technology and financial markets. Principal Responsibilities Research potential alpha sources, and present to portfolio managers and quantitative analysts Utilize and maintain world-class data processing and transformation engines Build technology tools to acquire and tag datasets Engage with vendors, brokers to understand characteristics of datasets Interact with portfolio managers and quantitative analysts to understand their use cases and recommend datasets to help maximize their profitability Analyze datasets to generate key descriptive statistics Qualifications/Skills Required Ph.D. or Masters in computer science, mathematics, statistics or other field requiring quantitative analysis 3 + years of financial industry experience preferred Programming expertise in Python, C++, Java or C# Programming skills in SQL, PL-SQL or T-SQL Strong problem-solving skills Strong communication skills

The Performance and Risk Analyst will play a critical role in monitoring, analyzing, and reporting on the performance and risk metrics of [Firm Name]'s diverse investment strategies. This role requires a blend of quantitative expertise, technical skills, and a strong understanding of financial markets. The ideal candidate will have 1-2 years of experience in performance and risk analysis, coupled with strong Python and SQL programming skills. Key Responsibilities Measure and evaluate the performance of various investment strategies, identifying key drivers and trends. Develop and maintain risk metrics and dashboards to provide insights into portfolio exposures, VaR, stress tests, and other risk factors. Extract, clean, and manipulate large datasets from multiple sources to support performance and risk analysis. Prepare detailed performance and risk reports for internal stakeholders, including portfolio managers, risk committees, and senior leadership. Develop tools and scripts in Python and SQL to automate data processing, analysis, and reporting workflows. Conduct ad hoc analyses to support decision-making, including scenario analysis, portfolio optimization, and risk attribution. Work closely with portfolio managers, data scientists, and risk teams to align on methodologies and enhance analytical frameworks. Key Qualifications 1-2 years of experience in performance analysis, risk management, or a related field within an asset management, hedge fund, or financial services environment. Proficiency in Python and SQL is essential. Experience with data visualization tools (e.g., Tableau, Power BI) and statistical packages is a plus. Bachelor's degree in Finance, Economics, Computer Science, Mathematics, or a related field. Advanced degrees or certifications (e.g., CFA, FRM) are advantageous. Strong analytical and quantitative abilities, with experience in statistical modeling, portfolio analysis, and risk metrics. Excellent written and verbal communication skills, with the ability to present complex analyses clearly to non-technical stakeholders. High level of accuracy and attention to detail in handling data and reporting. A proactive approach to identifying and solving problems, with the ability to work independently and manage multiple priorities. Solid understanding of financial markets, investment strategies, and risk management concepts.

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

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!

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 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

About Us: LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700+ clients, LTIMindtree brings extensive domain and technology expertise to help drive superior competitive differentiation, customer experiences, and business outcomes in a converging world. Powered by nearly 90,000 talented and entrepreneurial professionals across more than 30 countries, LTIMindtree - a Larsen & Toubro Group company - combines the industry-acclaimed strengths of erstwhile Larsen and Toubro Infotech and Mindtree in solving the most complex business challenges and delivering transformation at scale. For more information, please visit ******************** Job Title: Architect Data Governance Dataedo Work Location USA (New York, NY) (Onsite/Hybrid) Job Description: Mandatory Skills: Informatica Axon, Informatica Data Privacy, Informatica DATA Quality, Informatica PowerCenter 7 years of experience in architecting data governance solutions Good knowledge of data governance principles practices and regulations Handson experience with Dataedo for metadata management and data lineage Ability to document maintain and manage metadata effectively Skill in tracking and visualizing data flow and transformations Strong interpersonal skills for collaborating with stakeholders and providing training Desirable: Certification in Data Governance Benefits/perks listed below may vary depending on the nature of your employment with LTIMindtree (“LTIM”): Benefits and Perks: Comprehensive Medical Plan Covering Medical, Dental, Vision Short Term and Long-Term Disability Coverage 401(k) Plan with Company match Life Insurance Vacation Time, Sick Leave, Paid Holidays Paid Paternity and Maternity Leave The range displayed on each job posting reflects the minimum and maximum salary target for the position across all US locations. Within the range, individual pay is determined by work location and job level and additional factors including job-related skills, experience, and relevant education or training.Depending on the position offered, other forms of compensation may be provided as part of overall compensation like an annual performance-based bonus, sales incentive pay and other forms of bonus or variable compensation. Disclaimer: The compensation and benefits information provided herein is accurate as of the date of this posting. LTIMindtree is an equal opportunity employer that is committed to diversity in the workplace. Our employment decisions are made without regard to race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), gender identity or expression, national origin, ancestry, age, family-care status, veteran status, marital status, civil union status, domestic partnership status, military service, handicap or disability or history of handicap or disability, genetic information, atypical hereditary cellular or blood trait, union affiliation, affectional or sexual orientation or preference, or any other characteristic protected by applicable federal, state, or local law, except where such considerations are bona fide occupational qualifications permitted by law. Safe return to office: In order to comply with LTIMindtree' s company COVID-19 vaccine mandate, candidates must be able to provide proof of full vaccination against COVID-19 before or by the date of hire. Alternatively, one may submit a request for reasonable accommodation from LTIMindtree's COVID-19 vaccination mandate for approval, in accordance with applicable state and federal law, by the date of hire. Any request is subject to review through LTIMindtree's applicable processes.

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.

Role: Data Modeler/Analyst Must have ETL design experience. They need to have designed ETL, process and architecture, ER Studio, Data modeling etc. Focused on the ETL design experience and strong data modeling. Qualifications: • Computer or Information Science or equivalent field • DAMA Data certifications a plus • 10+ years of experience in data modeling, database design, and data architecture. • Experience in Commercial Finance domain and worked on at least 2 projects and understand critical domain terminology. • Proficient in Data Lineage / Modeling tools (ER Studio). Informatica toolsets including Data Archive, EDC, Oracle database. • Expert understanding of Data Warehouse design for high volume processing and performance. • Knowledge of Business Intelligence tools utilization including Tableau, and/or Microsoft Power BI. • Bachelors or Master's degree specialized in areas related to Information and Data management and Design. • 10 years of deep data modeling and architecture experience • Data modeling, Data lineage, Data standards • In addition to other duties/functions, this position requires full commitment and support for promoting ethical and compliant culture. • More specifically, this position requires integrity, honesty, and respectful treatment of others, as well as a willingness to speak up when they see misconduct or have concerns. • Experienced in working with different data modeling techniques including dimensional, data vault. • Experienced in working with Azure SQL Server and must be aware of Datawarehouse and Data Lake concepts thoroughly. • Experience in Databricks, ADF is preferable. Responsibilities: Design, develop, and enforce data models and naming standards across all deliverables. Reverse and forward engineer Business legacy data models. Effectively communicate the technical data integration requirements, design, and decisions that support the functional needs of Data Engineering to both IT and Business members via verbal or documentation. Reduce data redundancy consolidation, transformation, and training of Business and IT members. Design and develop data lineage with / without pre-existing documentation. Create and maintain current and target state data integration models and flows. Reverse and Forward engineer Business data models to the level needed for business Analytics usage. Develop an understanding of Business processes and the corresponding system architecture in order to determine Source system(s) of required data, data relationships, and impacted integrations. Partner with the Business Intelligence teams in defining the end state reporting goals and/or dashboard requirements. Design and develop Data models and solutions required to meet them. Ensure Design documentation includes appropriate Business rules and facilitates data Security, Quality, Lineage, and Harmonization. Support testing and deployment activities as required. Assist in developing and then meet agreed-upon deadlines and perform other project duties as assigned. Single point of contact for data related questions, and quality. Communicate technical and non-technical information clearly, concisely, and effectively both orally and in writing. Present findings, recommendations, and specifications in formal reports and/or oral presentations to both Business and IT Teams.

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.

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!