59 client solution analyst jobs at 37 companies in United States
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Client Solutions Analyst
New York, New York, United States
OnsiteFull Time
Ardian: Employee-owned private markets firm managing private equity, infrastructure, real estate and credit for institutional and private investors.
1+ YOEUp to 1 year relevant experience; bachelor’s in finance; strong Excel and PowerPoint skills; familiarity with Python, Power BI, SQL; attention to detail and client-facing communication skills; English fluency required.
Excel, PowerPoint, Python, Power BI, SQL, PREQIN, Mercer, Cambridge, PME+
GreenSlate: Private entertainment technology providing production accounting, payroll, tax management, and benefits services to content producers.
3+ YOE3–5 years data analysis, 1–3 years project management experience; strong Alteryx, SQL Server, Snowflake, Tableau, Excel skills; ability to design, develop, and maintain reporting solutions and documentation.
Alteryx, Microsoft SQL Server, Microsoft Excel, Google Sheets, Snowflake, Tableau
Brown & Brown, Inc.NYSE: BRO: Global insurance brokerage and risk management services provider.
3+ YOEBachelor’s degree, 3–5 years of technical experience, Microsoft Office Suite expertise, business requirements interpretation, configuration experience, and preferred beginner SQL knowledge.
PharmaForce: 340B third-party administrator and pharmacy benefit manager serving hospitals, health systems, and health centers.
Requires extensive 340B experience and pharmacy knowledge, Microsoft Office proficiency, strong communication and analytical skills, attention to detail, and ability to work independently. 340B auditing experience preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Electronic Medical Records (EMR), eFax, ClaimsConnect Pro, ESP, Truzo, Beacon
Mednet: Physician-only clinical Q&A platform helping doctors answer difficult real-world medical questions with expert knowledge.
1+ YOE1+ years of market research or life-sciences experience; strong analytical, statistical, problem-solving, communication, project management, and multitasking skills; proficiency in Excel and PowerPoint.
Client implementation Analyst, Alpha Performance, Assistant Vice President
Burlington, Massachusetts, United States
$80k-$140k/yrOnsiteFull Time
State StreetNYSE: STT: Global financial services and bank holding.
5+ YOEBachelor's degree preferred, 5+ years in fintech or asset management, and experience implementing or supporting performance and attribution solutions. Requires analytical, communication, teamwork, and client relationship skills.
CoStar GroupNASDAQ: CSGP: Provider of commercial and residential real estate information and marketplaces.
3+ YOEBachelor's preferred in Finance/Real Estate,3+ years CRE/banking/insurance/investment experience,client-facing skills,strong communication,proficiency with Excel,Word,PowerPoint and AI tools.
AI tools, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, SQL, Python
CoStar GroupNASDAQ: CSGP: Provider of commercial and residential real estate information and marketplaces.
3+ YOEBachelor's degree preferred (Finance, Real Estate, or related),3+ years CRE/banking/insurance/investment experience (or 3 years with a completed Masters),client-facing experience,Excel/Word/PowerPoint and AI tool proficiency,strong communication and analytical skills.
AI tools, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, SQL, Python
TransFundNASDAQ: BOKF: Diversified regional financial services holding based in Oklahoma.
4+ YOERequires a bachelor's degree and 4+ years of EFT operations experience, or 8+ years of equivalent bank operations/customer service experience, plus technical troubleshooting and communication skills.
TransFund Connect, Fidelity System, Electronic Funds Transfer (EFT), EMV
Public Consulting Group: Private public-sector management consulting and operations-improvement firm serving government health, education, and human services agencies.
4+ YOEBachelor’s degree and 4+ years as a business analyst, solutions analyst, or consultant. Requires client-facing requirements experience, statistics, LLM prompt iteration, AI workflow knowledge, and understanding of APIs and integrations.
Large Language Models (LLM), Retrieval-Augmented Generation (RAG), AWS Bedrock, Azure, APIs
Analyst/Sr. Analyst, Alternatives – Client Solutions & Research
Santa Monica or Chicago or Pittsburgh
$65k-$82k/yrHybridFull Time
Wilshire Advisors: Private U.S. investment advisory firm serving institutional investors and financial intermediaries with portfolio and asset-management solutions.
Bachelor's degree, foundational private markets knowledge, strong quantitative and qualitative analytical skills, high proficiency in Microsoft Office (Excel, PowerPoint, Copilot), strong communication and client service orientation.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Copilot
Goldman Sachs Asset Management: Global asset manager providing investment and advisory solutions to institutions, financial advisors, individuals, and family offices.
Summer internship for students pursuing a bachelor's or graduate degree, including training, orientation, and real responsibilities in asset management and client solutions.
2027 Summer Intern - Client Solutions & Analytics Analyst, US
Newport Beach, California, United States
$43/hrOnsiteInternship, Full Time
PIMCO: Global leader in active fixed income investment management.
Undergraduate student in business, finance, economics, mathematics, engineering, or applied science with a 3.2 GPA, English proficiency, analytical skills, and Microsoft Excel and PowerPoint proficiency.
2027 Summer Intern - Client Solutions & Analytics Analyst, US
Newport Beach or Toronto
$43/hrOnsiteInternship, Full Time
PIMCO: Global leader in active fixed income investment management.
Undergraduate student in business, finance, economics, mathematics, engineering, or applied science; 3.2 GPA required, English proficiency, financial markets interest, and Microsoft Excel and PowerPoint proficiency.
Apollo Global ManagementNYSE: APO: Public American alternative asset manager and retirement-services provider serving institutional and individual investors through Apollo and Athene.
Pursuing a BA or BS in finance, business, economics, or a related field; strong academics, financial industry interest, communication, analytical, organizational, teamwork, and professionalism skills required.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Salesforce CRM, Apollo Intelligence (AI)
CGI Federal: U.S. technology and professional services serving federal agencies with IT consulting and mission solutions.
Experience in software solutions architecture, Agile/DevOps delivery, cloud (AWS/Azure), OpenShift, CI/CD, scripting (Python), proposal/capture support, and technical leadership for federal clients.
AWS, Microsoft Azure, Redhat OpenShift Container Platform (OCP), Jenkins, GitHub, GitLab, Python, Microsoft Visio, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Goldman Sachs Asset Management: Global asset manager providing investment and advisory solutions to institutions, financial advisors, individuals, and family offices.
Students pursuing a bachelor's or graduate degree; applicants participate in a nine- to ten-week summer internship with training and real responsibilities.
RIM Logistics: Family-owned U.S. freight forwarder and third-party logistics provider serving shippers with global transportation, warehousing, customs, and distribution.
Defines, maps, and documents integration requirements between logistics operations and external clients or vendors, aligning designs with implementation consultants and IT solutions.
Alternative Investments Client Solutions–Fund Activity Analyst
New York City, New York, United States
$70k-$115k/yrOnsiteFull Time
Morgan StanleyNYSE: MS: Global financial services firm providing investment and banking solutions.
0+ YOEBachelor's degree and 0–2 years of relevant finance experience preferred. Requires Microsoft Office and Microsoft Excel proficiency, accuracy, organization, communication, prioritization, and independent and team-based work.