Junior Business Analyst Jobs in New Rochelle, 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.

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)

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!

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.

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)

Project description We are migrating IT services to the next level. Our client, top-tier Investment Bank, is looking for talent to push its entire IT infrastructure to modern technology stack. We are hiring Senior Java Developers to work on Cross Product Margining (CPM) solutions. The project is focused on developing margin risks calculation platform for different asset classes. This opportunity will allow you to: - verify and grow your skills in a global diverse team (US / Europe / China); - work directly with business users and see how bank works from inside; - help the team to move to latest available libraries and frameworks. Compensation for New York City is 150000-170000 USD gross per year, based on the interview results. Responsibilities Visit the office 2 days a week (Jersey or New York), speak with Quants and Traders You will work on development of new functionality for CPM platform closely with other teams over the globe; gathering business requirements from Traders and internal officers creating JIRAs for developers Skills Must have Capital Markets experience. Understanding of Derivatives and Market Risk (Greeks) 5+ years of experience in analysis Understanding of Financial Markets Strong communication skills, oral and written Nice to have Java

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.

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!

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

The Global eCommerce Operations team is responsible for operational stability of hundreds of eCommerce sites and integrations across many brands and markets. This role plays a key part in the analysis of site health metrics, creating dashboards and reporting on KPIs to inform incident triage and improvements of our digital ecosystem. A leader in this role will be passionate about operational excellence, using data to break down problems toward collaborative, impactful solutions. To start, this is a highly cross-functional individual contributor role that supports the highest performing brands in the North America. Key Responsibilities Build reports, dashboards, and data visualizations to facilitate ad hoc analysis and improve data-driven decision-making at all levels of the business Create and identify metrics from various sources to highlight patterns, trends, and opportunities Anticipate potential impact and proactively communicate issues/concerns immediately in order to avert operational inefficiency Review and analysis of key trends based on impact to form optimization recommendations Conduct analysis and reporting on Peak Holiday time periods, site performance, etc. Establish relationships with cross-functional teams to enable best practice learnings and increased alignment across the division Set and track OKRs on business performance for monthly and quarterly stakeholder review Assist in the creation of new training and knowledge transfer materials Qualifications Bachelor's degree or relevant Google Analytics experience (Looker experience a plus) 5+ years of relevant work experience in project management, communicating to highly cross-functional stakeholders Proven ability to work within a self-directed culture and navigate ambiguity as well as balance the needs of multiple stakeholders Experience in systems thinking, e.g. you take the time to understand the bigger picture and focus on changing outcomes and behaviors vs. implementing tools and processes for the sake of it Strong ability to analyze and solve problems, with attention to detail Excellent communication, presentation and interpersonal skills to influence across a matrixed organization Ability to facilitate actionable working sessions with cross-functional teams across all levels Experience and passion for creating and scaling new systems and processes Comfortable with ongoing technological and organizational change Technical Competencies Proficiency with Jira and other Atlassian products Proficiency with Excel and creating data charts from tables and formulas High fluency usage with Google Analytics, Looker and BI data management tools Solid working knowledge in digital behavioral tools such as FullStory, ContentSquare, etc. Solid understanding of data-driven decision making Understanding of eCommerce, merchandising, browsing and demonstrated interest and experience in leading technology projects Familiarity and passion for eCommerce trends and best practices

Candidate Qualifications : 1 ) Excellent English communication skills. 2) Basic SQL, MS Excel knowledge. 3 ) Basic Business Analyst knowledge. What We Provide : 1-on-1 Training Sessions: Enjoy daily, focused training sessions tailored to your specific needs, guided by industry experts. This personalized approach ensures a thorough understanding of the subject matter, supplemented by access to our extensive library of high-quality study materials. Resume and LinkedIn Review: Optimize your personal brand with professional reviews of your resume and LinkedIn profile by our expert team, maximizing your chances of attracting potential employers. Weekly Handpicked Requirements: Receive a weekly selection of 15 handpicked job requirements from top companies, giving you a competitive edge in the job market. Marketing Assistance: Benefit from our expert guidance in developing effective marketing strategies to promote yourself or your business more efficiently. Interview Preparation: Boost your confidence and performance with comprehensive interview preparation, including mock interview sessions. On-the-Job Support: Receive bi-weekly on-the-job support from our professionals, assisting you in overcoming challenges and ensuring your success. Job Loss Support: In the unfortunate event of job loss, we offer a comprehensive support program to help you get back on track quickly. Placement Guarantee: We are confident in our services and offer a placement guarantee, ensuring we assist you in finding a suitable placement within your desired field. Our trainers, each with over 10 years of experience, have successfully trained more than 150 batches. They provide live tools, detailed notes, and practical sessions during training. We specialize in providing job roles in the following domains: Business Analysis Data Analysis Financial Analysis Product Management Thanks

The Business Analyst is responsible for bridging the gap between business needs and technology solutions. By working closely with stakeholders, you will gather and document requirements, analyze business processes, and recommend improvements to drive operational efficiency and strategic growth. Key Responsibilities: Requirement Gathering: Collaborate with stakeholders to collect, analyze, and document business requirements. Process Improvement: Analyze current business processes and identify areas for improvement. Documentation: Develop comprehensive business process documentation, workflows, and use cases. Stakeholder Communication: Serve as a liaison between business units and IT teams to ensure alignment on project goals. Data Analysis: Interpret data and generate insights to support decision-making. Project Support: Assist in the planning and execution of projects, ensuring deliverables meet business needs. Reporting: Prepare and present reports to management detailing project progress and analysis findings. Qualifications: Bachelor's degree in Business Administration, Information Systems, or a related field. 3+ years of experience in business analysis or a similar role. Proficiency with Microsoft Office and business process modeling tools. Excellent analytical, communication, and problem-solving skills. Familiarity with Agile methodologies is a plus. Benefits: Competitive salary and benefits package. Opportunities for career advancement and professional development. Collaborative work environment with a focus on innovation.

Hi Team, Please review the below for Linked in Job Posting for Citi (Internal reference) Title: Business Risk Senior Analyst Duration: 12+ months Must have SQL Must have BA Degree Must have market risk exp The Risk and Control team directly supports Markets globally. Our goal is to establish and maintain a robust 1st Line of Defense control environment and culture to minimize operational risk within the business. Responsibilities include implementing and overseeing the Markets control framework, leading critical control remediation projects, facilitating controls and conduct governance, delivering business analytics and reporting, monitoring and analyzing key risk and control indicators. Risk and Control is looking for a highly energized, dynamic Risk Management SME with strong cross-asset knowledge and understanding of the financial industry. The successful candidate will support Markets Valuation Risk Control to work with seniors across the business, O&T and 2nd line functions in the Price Risk remediation program. Responsibilities will include: Execution of control processes related to methodologies, data, technology and end-to-end processes covering the application of Market Risk limits to derivatives and securities Preparation and distribution of clear and concise control summaries Documenting and summarizing current/target state processes and controls Execution of User Acceptance Testing and sustainability rollout of new control processes Identification of risks impacting program milestones and ensuring timely escalation where necessary Developing and maintaining Procedures and Process documentation Design and implementation of ongoing control monitoring Required Skills • 5-7 years' experience in a Market Risk Control/Reporting Or a 1LoD Risk & Control function • Self-motivated, highly adaptive, detail oriented, and demonstrated ability to work in a dynamic, fast-paced environment while still maintaining attention to detail and accuracy • Ability to work collaboratively with regional and global partners in other functional units; ability to navigate a complex organization; to influence and lead people across cultures at a senior level. • Proficient in SQL, MS Excel, MS PowerPoint • Strong willingness to learn and grow with a demonstrated passion for excellence and contributing to high performing teams. • Track record of driving change in the risk and control space in a collaborative way • Excellent communication and presentation skills, including the ability to present complex topics, negotiate and recommendations to all levels, including senior stakeholders. • Experience of working in large organizations preferable • Strong organizational skills • Positive can-do approach and ability to operate with a limited level of direct supervision • Bachelors' degree required Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Business Systems Analyst/ Workday Integrations Analyst Client: Banking Duration: Full Time/ Permanent/ Direct Hire Work Schedule: 3 days onsite/ 2 days remote, per week Salary: 135K Base + Benefits + Bonus + Pension Plans etc. Job Description They have implemented Workday Integration Working as a Business Systems Analyst with the IT side supporting the business side. Workday Integration support as they integrate other downstream external systems into Workday Studio and Workday Financial Must know how to do scheduling. They use Tidal. If you are experienced with ETL or another scheduling tool that is fine Must know SQL to do Query and reports. Research, Analyze, and document Business Systems and their interdependencies to ensure the systems are meeting the Business and Technical requirements of the Bank and functioning optimally. Job Function Analyze Business Requirements and develop Technical and Functional requirements for; new systems, enhancements to existing systems, and integrations between systems; Interface with technical experts in the research, writing, and publication of technical documentation, assessments, specifications; Ensures the system design fits the needs of the users; Analyze data requirements, complete data integration mapping for data migration and conversion; Create SQL queries to aid in data analysis and reporting; Conduct change impact analysis to assess the potential implications of changes provide alternatives (if applicable);Create training material such as user guides, Programmer's guide Participate in defining screen designs and process flows. Facilitate and execute unit and integration testing. Provide implementation assistance for IT developed and vendor applications. Experience Minimum of 4 years related experience including a solid understanding of the Systems Development Lifecycle. Skilled in writing technical documentation, assessments, specifications, and design documentation. Skilled in data analysis, data integration mapping, and data migration; strong understanding in Data Extraction, Translation, and Load (ETL) Processes. Experience supporting the design and development of large ERP systems such as Workday, ServiceNow or worked with Integrated Business Systems, multi-tiered client/server applications, and distributed applications. Experience with reporting tools such as Snowflake, Crystal report or Qliksense. Knowledge of Workday Studio Skilled in the evaluation, recommendation and implementation of vendor supplied solutions such as Workday, ServiceNow, Peoplesoft or other large ERP systems Skilled in SQL development. Skilled at organizing and translating information into clear written documentation; articulating complex concepts and processes in writing. Skills Data Analysis and Design Systems Analysis and Design Technical Writing Excellent Written and Oral Communication skills Excellent organizational skills Excellent Analytics and Problem solving Skills Process/Work Flow Design Ability to work independently Education Bachelor's degree in Computer Science, Computer Engineering, or related discipline preferred. Master's degree in related discipline is a plus.

Job Title: FP&A Analyst/Associate (2-3 Years of Experience) A leading global private equity firm managing over $50 billion in assets. We invest in a diverse range of industries and work closely with our portfolio companies to drive growth and create long-term value. We are seeking a highly motivated and detail-oriented FP&A Associate to join our dynamic team and contribute to the continued success of our firm. Role Overview: As an FP&A Associate, you will be an integral part of the finance team, responsible for supporting financial planning, analysis, and reporting across the firm and portfolio companies. You will collaborate closely with senior leadership, providing valuable insights and helping to drive data-driven decision-making. Key Responsibilities: • Assist in the preparation of the firm's quarterly and annual budgets, forecasts, and financial reports. • Analyze financial performance and variances, highlighting key trends, opportunities, and risks. • Support the preparation of monthly, quarterly, and annual management reports for senior stakeholders. • Develop and maintain financial models to support investment evaluation, portfolio monitoring, and performance reporting. • Provide analysis and recommendations on cost optimization and operational efficiencies. • Collaborate with internal teams and portfolio companies to gather and analyze financial data. • Monitor and track performance metrics across the firm's investments. • Assist with ad-hoc financial analyses and projects as required by senior leadership. • Ensure the accuracy and integrity of financial data across all reporting systems. Qualifications: • 2-3 years of experience in financial planning & analysis (FP&A), investment banking, private equity, or management consulting. • Strong proficiency in financial modeling, forecasting, and budgeting. • Advanced Excel skills; familiarity with financial software (e.g., Adaptive Insights, NetSuite, etc.) is a plus. • Strong analytical skills and attention to detail. • Ability to work independently and manage multiple priorities in a fast-paced environment. • Excellent communication skills, both written and verbal. • A degree in Finance, Accounting, Economics, or a related field (CFA, MBA, or similar is a plus). • Prior experience in private equity or financial services is preferred but not required. What We Offer: • Competitive compensation package and performance-based bonuses. • Opportunity to work with a high-caliber team in a fast-paced, growth-oriented environment. • Exposure to senior leadership and strategic decision-making. • Comprehensive benefits package, including health, dental, and vision insurance, retirement plans, and more. • A culture of collaboration, innovation, and continuous development.

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. About The Role & Team We are looking for a talented financial services professional to join our world class Operations Team as an AML Analyst. As an AML Analyst here at Webull you are reporting directly into our Director of Compliance. Playing a crucial role, focused on investigating and identifying new trends, patterns, and emerging risks related to trading and funds transfers. In This Role, You Will Monitor and review red flags, perform enhanced due diligence when necessary Be a point of contact for escalations, basic queries, investigations, and overall AML support Verify proper documentation related to account validations Respond to AML related issues via phone, handle customer inquiries by conducting research, taking ownership and communicating with clients via email and chat Review and maintain daily activity and reports, identifying potential issues and taking proper actions Run background checks on customers and bank accounts Support with testing, revising existing logic and implementation of new controls Investigate fraud and follow all documented and reviewed risk controls and escalation procedures to minimize risk to the Firm Help streamline and optimize AML processes The Skills You Bring Bachelor's degree in economics, Business, Finance, Technology or similar major. 1-3 years of experience in AML/KYC department or conducting fraud or financial crimes investigations on behalf of an SRO, Broker Dealer or FCM. Comfort and fluency with computers and technology and an understanding of how technology is applied to business and regulation. Strong problem solving, control, and project management skills. What Makes You Stand Out You have your ACAMS, CFE and Series 7 A proven ability to work efficiently and accurately under pressure in a fast-paced, multi-tasking environment You can thrive in both individual and team atmosphere You have strong communication skills both written and verbal. Why Webull? At Webull, we're more than just a company - we're a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact. We believe that taking care of our people is the key to success. That's why we offer an exciting suite of benefits designed to support you and your loved ones: Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more! Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage. Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, and company holidays. Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends. Dynamic Office Culture: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate. At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $70,000-80,000 per year + yearly discretionary bonus + benefits. The final offer will depend on several factors, including the successful candidate's skills, depth of work experience, location, and relevant licenses/ qualifications. Each offer is determined based on individual strengths and relevant business considerations. This role is based in our Wall Street Operations in New York at 44 Wall Street, New York, NY 10005. We're proud of the dynamic culture we've created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact! EEOC Statement Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.

Who we are: Octapharma USA, an American subsidiary of Octapharma AG, is located in Paramus, New Jersey. Octapharma is one of the largest human protein product manufacturers in the world. Family-owned since being established in 1983, Octapharma is a global healthcare company headquartered in Lachen, Switzerland. Our products are available in 118 countries and reach hundreds of thousands of patients every year. We are an entrepreneurial company with a high-energy, fast-paced work environment. Our focus is on delivering lifesaving products to patients who rely on our therapies to treat rare diseases and other bleeding and immune disorders. Here, every employee, no matter the department or role, is highly valued and an integral part of our success, which has resulted in year-over-year growth and expansion. The power of our combined efforts and commitment as a team is what makes this all possible. By truly listening and responding to one another, we work together to reach a common goal and create an environment that inspires excellence. When you walk in our doors each day, you'll be among a friendly group of people who respect your strengths, appreciate your interests, and support your success. We are a family. And we have our long-term employees to show for our wonderful culture and environment. Position Summary: Octapharma USA is searching for a Chargeback Analyst to join our team. The Chargeback Analyst is responsible for overseeing all aspects of the Chargeback process. This position will be responsible for the timely receipt, analysis, resolution, and posting/reporting of distributor chargeback requests and resulting reconciliation documentation. The Chargeback Analyst will also be responsible for retrieval and maintaining membership records for GPOs/340B/IDNs, Master Data creation and maintenance, Contracting Data administration, and Customer notifications. Requirements: Must be onsite in Paramus, NJ Office Minimum 2 years of experience with Model N or other pharmaceutical chargeback and contracting system. Microsoft Office Suite knowledge including excellent Microsoft Excel skills. In depth knowledge and experience in every function of pharmaceutical chargeback processing and contract administration. Octapharma USA is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. We commit to an inclusive recruitment process and equality of opportunity for all our job applicants. At Octapharma USA, we strive to exemplify diversity through our employees, recruitment efforts, and the communities we serve. While promoting equity among our employees and colleagues, we encourage open dialogue with respect for each other's point of view. In an inclusive culture, we can foster a sense of belonging. Diversity, equity, inclusivity and belonging are essential for the success of Octapharma USA. While Octapharma USA does not require a vaccination for COVID-19 or proof of a recent negative test result for COVID-19 at this time, employees working in customer facing roles must adhere to and comply with customers' (such as hospitals, physician offices, etc.) credentialing guidelines, which may require vaccination. As required by applicable law, Octapharma USA will consider requests for reasonable accommodation for those unable to be vaccinated. This requirement is subject to applicable state and local laws and may not be applicable to employees working in certain jurisdictions. Octapharma USA Compensation and Benefit Summary: The pay range for this position at commencement of employment is expected to be between $65,000 to $95,000; however, unexpected and necessary adjustments or increases may result from Company annual salary increases, if applicable, and or fluctuations in the job market necessitating adjustments to pay ranges. Further, final pay determinations will depend on various factors, including, but not limited to geographical location, experience level, knowledge, skills and abilities. The total compensation package for this position may also include other elements, including a full range of medical, financial, and/or other benefits (including 401(k) eligibility and paid time off benefits, including parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Employees may be eligible to participate in Company employee benefit programs such as health insurance, flexible spending account, paid time off, and disability plan in accordance with the terms of the applicable plans. For additional general information on the company benefits, please go to Employee Benefits.

Sr. Business Analyst Responsibilities: · Gather business process data and requirements Work with Project Manager, Leadership and Engineering teams to facilitate implementation, and support projects and clients Prepare business and functional requirements documentation for complex projects Actively participate in project phases and report status to Project Manager, including feasibility, requirements, development, Quality Assurance (QA), implementation, integration, support and maintenance Facilitate meetings and be responsible for meeting minutes Identify opportunities to provide additional services and automate processes for GMS Technology Create change management documentation and present to Project Manager for review and approval Develop an understanding of the GMS business and processes and the impact upon the projects Demonstrates increased capability with the following: Interpersonal skills Multi-tasking and time management Prioritization, conflict management, supervisory skills, ownership, pro-activeness Excellent written and oral communications skills mandatory; strong quantitative and analytic skills essential Sr. Business Analyst Responsibilities: · Gather business process data and requirements Work with Project Manager, Leadership and Engineering teams to facilitate implementation, and support projects and clients Prepare business and functional requirements documentation for complex projects Actively participate in project phases and report status to Project Manager, including feasibility, requirements, development, Quality Assurance (QA), implementation, integration, support and maintenance Facilitate meetings and be responsible for meeting minutes Identify opportunities to provide additional services and automate processes for GMS Technology Create change management documentation and present to Project Manager for review and approval Develop an understanding of the GMS business and processes and the impact upon the projects Demonstrates increased capability with the following: Interpersonal skills Multi-tasking and time management Prioritization, conflict management, supervisory skills, ownership, pro-activeness Excellent written and oral communications skills mandatory; strong quantitative and analytic skills essential Emphasis on Technical writing of application.

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.