368 client analyst jobs at 128 companies in Mount Vernon, NY
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Client Analyst
New York, New York, United States
$80k-$100k/yrHybridFull Time
Neuberger Berman: Provides global investment management and wealth advisory services.
1+ YOE1–2 years professional experience, undergraduate degree in finance/economics preferred, proficiency in Microsoft Office and CRM, strong analytical and communication skills, and required to obtain SIE, Series 7, 66 and 31 within first year.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
Circana: Provides predictive analytics and data insights for consumer markets.
1+ YOE1+ years with syndicated data tools, experience in CPG marketing/sales/strategy, ability to translate data into insights, strong presentation, project management, and client enablement skills.
Unify+, Liquid Data, Intelligence Suite, Tableau, Power BI, Microsoft PowerPoint, Microsoft Excel
Circana: Provides consumer behavior data and predictive analytics solutions.
1+ years working with syndicated data tools, experience in CPG marketing/sales/strategy, ability to translate data into insights, familiarity with visualization tools, strong presentation and client enablement skills.
Unify+, Liquid Data, Intelligence Suite, Unify, Tableau, Power BI, Microsoft PowerPoint, Microsoft Excel, Circana, IRI, NielsenIQ
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; college degree preferred; Series 7/66/63/65 licenses or willingness to obtain; strong MS Office skills; excellent communication and client service.
Microsoft Office Suite, Word, Excel, Outlook, PowerPoint, Access
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Strong Microsoft Office skills, client service and organizational abilities; willingness to obtain Series 7 and Series 66 or Series 63 and 65 licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
BBVABolsas y Mercados Españoles: BBVA: Provides global banking, insurance, and investment management services.
2+ YOERequires 2–4 years in KYC, client onboarding, or client experience within CIB or financial services; strong analytical and communication skills; degree-level education; Spanish preferred.
Ovative Group: Digital media, marketing measurement, and creative services provider.
2+ YOE2-4 years in e-commerce/digital marketing/MarTech or related roles, client engagement preferred; strong communication, problem-solving, attention to detail, and deliverable production skills.
Apex Fintech Solutions: Digital custody and clearing infrastructure for financial services firms.
5+ YOEBachelor's or equivalent,5+ years client onboarding in financial services/broker-dealer environments,knowledge of custodian onboarding,project management skills,FINRA SIE and Series 99 required or willingness to obtain.
CherryRoad: Operates community newspapers and provides enterprise technology consulting services.
2+ YOEHigh school diploma required and 2+ years in helpdesk, technical support, or NOC work. Requires 1+ year with ticketing systems, troubleshooting skills, Windows, Microsoft 365, and networking knowledge.
ServiceNow, Jira, Zendesk, ManageEngine, Windows, Microsoft 365
Circana: Providing market research and consumer behavior analytics solutions.
1+ YOE1+ years with syndicated data tools, experience in marketing/sales/strategy in CPG, ability to translate data into insights, familiarity with Unify/Tableau/Power BI, proficiency in PowerPoint and Excel, strong consultative and project management skills.
Unify+, Liquid Data, Intelligence Suite, Unify, Tableau, Power BI, Microsoft PowerPoint, Microsoft Excel
5+ YOEUndergraduate degree, 5+ years financial services experience, strong writing and communication, investment and market knowledge, proficiency with Bloomberg, Microsoft Office and Morningstar.
Sullivan & Cromwell: Global law firm providing legal advice and litigation representation.
5+ YOEUndergraduate degree required; 5+ years professional services experience; intermediate Excel and Access experience preferred; familiarity with InTapp and enterprise CRM preferred; strong analytical, communication, and organizational skills.
Proskauer Rose: International law firm providing corporate and litigation legal services.
2+ YOEBachelor's degree, 2+ years financial analysis/budgeting/pricing experience (law firm experience preferred), strong Excel skills, analytical mindset, communication skills, and interest/experience with professional AI tools.
17Capital: Provides specialized NAV finance to the private equity industry.
Strong financial, analytical, communication, organizational, and stakeholder management skills; proficiency with PowerPoint, Excel, Word, and AI-enabled productivity tools.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Copilot, Claude
MacquarieASX: MQG: Global financial group providing investment, banking, and advisory services.
4+ YOE4+ years as a business analyst in agile/product environments, experience gathering and managing requirements, stakeholder engagement, familiarity with risk/compliance and client platforms such as Salesforce and JIRA.
Macquarie GroupASX: MQG: Global provider of asset management, banking, and financial services.
4+ YOE4+ years as a business analyst in an agile or product-led environment, experience with client-facing platforms (Salesforce, RocketDocs, Seismic), strong stakeholder engagement, requirement gathering, and analytical skills.
Numerator: Provides market intelligence and consumer insights through data analytics.
3+ YOEBachelor's or 3+ years relevant experience; experience with syndicated/panel data; BI and analytics skills; strong communication and client relationship abilities.
Chicago or Houston or Los Angeles or New York City
$130k-$165k/yrHybridFull Time
Mayer Brown: Global law firm providing legal services to major corporations.
5+ YOE5+ years experience in pricing/financial analysis; bachelor’s degree; advanced Excel and Power BI skills; experience with law firm matter planning tools; strong communication and analytical abilities.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Power BI, Microsoft SQL, Foundation Scoping, Harvey AI, Iridium, Aderant Expert, BigHand
Scottsdale or San Francisco or Chicago or New York City or Phoenix
$84k-$105k/yrHybridFull Time
Early Warning Services: Operates payment and risk solutions for the financial industry.
2+ YOEBachelor's-equivalent education or experience, 2+ years in data analytics, quality, or management, client-facing or project management experience, strong analytical and communication skills, and proficiency with office software.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Tableau Prep, SAS, R, Python, Talend, Informatica, Enterprise Data Catalog (EDC), Axon, Data quality (IDQ)