190 advisory analyst jobs at 132 companies in United States
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Philanthropic Advisory Analyst
Chicago, Illinois, United States
$83k-$95k/yrHybridFull Time
Henry Crown and Company: Privately held family investment and operating managing securities, real estate, businesses, and philanthropic interests.
2+ YOEBachelor’s degree or equivalent,2+ years grants/administrative or client-focused experience,CRM and database proficiency,strong data analysis and relationship skills,discretion and excellent communication.
PrimericaNYSE: PRI: Public financial-services serving middle-income households in the United States and Canada with life insurance and investments.
Series SIE, 6 and 26 registrations (or obtain within 120 days); strong analytical and written/verbal communication; ability to review marketing content for compliance, manage cases, escalate issues, and perform outreach.
Thoughtworks: Global technology consultancy delivering strategy, design, software engineering, and AI services to enterprises and technology disruptors.
Experience in consulting, business analysis, technology strategy, transformation, data, research, or analytics; strong analytical, communication, problem-solving, collaboration, and AI-tool validation skills.
Artex Risk Solutions: Alternative risk solutions provider serving corporates, capital markets, carriers, and Bermuda employers with risk-management, reinsurance, and recruiting services.
5+ YOEBachelor's degree and five years of related experience required; knowledge of employee benefits and healthcare trends, plus client relationship-building and presentation skills.
Vigilant Wealth Management: An independent wealth management firm providing investment, financial and retirement planning services and operational support to advisors.
0+ YOEBachelor's degree required; recent graduate/early-career candidates preferred. Strong communication, discretion, teamwork, and willingness to learn industry platforms and advisory workflows.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, CRM, Salesforce, Tamarac, Schwab, Fidelity, WebEx
AccentureNYSE: ACN: Global professional services delivering 360° value.
3+ YOEAny graduation and 3–5 years of inbound or outbound customer service experience. Requires strong communication, problem-solving, critical thinking, pressure management, and multimedia support skills.
Optum Insight: Optum Insight is a healthcare analytics and technology-services business serving payers, providers, governments and life sciences companies.
2+ YOERequires 2+ years in business analysis, consulting, technology delivery, healthcare, or related work; client-facing deliverables experience; cross-functional collaboration; and AI-enabled tools experience.
Agile, Scrum, Software Development Life Cycle (SDLC)
Ann Arbor or Cambridge or Chicago or Princeton or Washington or Ann Arbor or Remote
$70k-$100k/yrHybridFull Time
Mathematica: Employee-owned research and consulting firm providing evidence, evaluation, data, and advisory services to public, private, philanthropic organizations.
Master's degree or equivalent experience; project management skills; experience with Medicaid/Marketplace policy or related area; strong analytic, writing, and communication skills; ability to manage multiple projects and budgets.
Microsoft Project, Microsoft SharePoint, Jira, Confluence, Microsoft Excel
Selene Holdings LP: Mortgage-services holding providing loan servicing, diligence, title, insurance, and REO services to lenders and borrowers.
3+ YOE3+ years related experience in commercial loan/mortgage servicing, contact center experience, escrow and payment research, strong analytical and communication skills, Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft OneDrive, Microsoft Outlook, MSP
Cox Enterprises: A communications, automotive, and media holding.
4+ YOEBachelor's in finance/accounting/IS (or equivalent experience), 4+ years related experience, proficiency with data analysis and process mapping, MS Office, exposure to ITGCs/automated controls, experience with governance tools (Optro, FastPath, Blackline).
FastPath, Optro, Blackline, ERP, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Cedar Rapids or Denver or Baltimore or Philadelphia
$90k-$100k/yrHybridFull Time
Transamerica: Insurance, retirement, and investment solutions provider.
5+ YOEBachelor's degree or equivalent, 5+ years compliance/regulatory experience, knowledge of the Investment Advisers Act and SEC rules, experience with advisory compliance and examinations, strong communication and analytical skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office
Novata: Public benefit providing sustainability data software for private-market investors, companies, and supply chains.
2+ YOE2+ years industry experience, advanced degree preferred, proficiency with ESG frameworks, strong Excel and data skills, experience with AI/LLMs and technology platforms, US work authorization required.
Microsoft Excel, AI tools, LLMs, GHG Protocol, TCFD, SFDR, PRI, EDCI, GRI, SASB
Investment Banking - Director Advisory Services- Associate/Analyst
New York City, New York, United States
$76k-$100k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
3+ YOEBachelor’s degree and three years of professional experience required. Requires advanced Excel and PowerPoint skills, strong communication, organization, discretion, integrity, and client relationship abilities.
New York or Dallas or Chicago or San Francisco or Atlanta
$95k-$105k/yrHybridFull Time
Lincoln InternationalNew York Stock Exchange: LCLN: Public investment bank advising private equity firms, public corporations, and privately owned companies on private capital markets.
1+ YOEBachelor's in Finance/Accounting/Economics required; strong corporate finance and valuation knowledge; advanced Excel and financial modeling, PowerPoint and Word proficiency; 1 year professional services experience preferred; strong communication and confidentiality.
Stifel Capital Structure Advisory - Senior Analyst / Junior Associate
New York City, New York, United States
$125k-$200k/yrOnsiteFull Time
StifelNYSE: SF: Global wealth management and investment banking firm.
1+ YOEBachelor's degree in finance or related field and 1–4 years of corporate restructuring, investment banking, or similar experience; requires financial modeling, accounting, Excel, and PowerPoint skills.
Chicago or Houston or Atlanta or Austin or Denver or Dallas or Boston or Washington or Philadelphia
$72k-$85k/yrHybridFull Time
Cushman & WakefieldNYSE: CWK: Global commercial real estate services firm.
3+ YOEBachelor’s degree in a relevant field and 3–5 years in GHG accounting, sustainability analytics, ESG reporting, or similar work. Requires GHG Protocol knowledge, Excel proficiency, data validation, and audit experience.
SitusAMC: Private real estate finance services and technology provider serving commercial and residential lenders and investors.
2+ YOEBachelor's in Accounting/Finance (or equivalent), 2-4 years relevant experience (1+ years financial experience), strong Excel and MS Office skills, attention to detail, and excellent communication.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word
M&T BankNYSE: MTB: A diversified financial services providing banking and wealth management.
1+ YOEBachelor's in accounting/finance or equivalent experience; minimum 1 year accounting/audit/financial institution experience; strong analytical, communication, and PC skills; GAAP knowledge.
SitusAMC: Private real estate finance services and technology provider serving commercial and residential lenders and investors.
2+ YOEBachelor's degree in Accounting or Finance, 2–4 years of relevant experience, financial reporting expertise, strong Excel and MS Office proficiency, communication, teamwork, analytical skills, and attention to detail.
Microsoft Office Suite, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word