1mo
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Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
3w
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Asset & Wealth Management, Alternative Capital Markets, Client Solutions, Analyst- Albany
Albany, New York, United States
$55k-$75k/yr OnsiteFull Time
1+ YOEBachelor's degree required, 1-3+ years in wealth/asset management, banking, markets or private investing; SIE, Series 7 and 63 to be obtained within three months; strong quantitative, analytical, communication and multitasking skills; alternative investments experience preferred.
1mo
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AWM- Mortgage Specialist Analyst
New York or Houston or United Kingdom or France
$80k-$90k/yr OnsiteFull Time
Advising clients on residential mortgage solutions, managing end-to-end loan origination, performing credit and financial analysis, coordinating with internal and external partners, and proficiency with Microsoft applications.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, Microsoft PowerPoint
3w
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Treasury Solutions Analyst
Pittsford, New York, United States
$72k-$80k/yr OnsiteFull Time
Bachelor's degree preferred in finance/econ/math/IT, strong Microsoft Excel and Office skills, Google Workspace experience, analytical and communication skills, ability to translate financial data into client recommendations.
Microsoft Excel, Microsoft Office Suite, Google Workspace, CRM
3d
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Senior Business Solutions Analyst - CLO
North Carolina or New York or Texas or California
$118k-$173k/yr RemoteFull Time
7+ YOE7+ years technical project experience in finance with 5+ years loan-market technical projects; bachelor's degree; expertise in loan markets, Excel, SQL; strong client communication and leadership; ability to lead large projects.
Microsoft Excel, MSSQL, Oracle, SQLite, Access, Power Query, Python, PowerBI, JIRA, Confluence, Trello, Miro, Figma, Snowflake, Prefect, ClearPar, Markit, APIs, sFTP, ShareFile, SharePoint, OneNote
2mo
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Director, Data Management & Visualization
New York, New York, United States
$140k-$160k/yr OnsiteFull Time
7+ YOELead end-to-end data and visualization for clients, manage a team of managers/analysts, design data flows, execute migrations, ensure data QA, and drive adoption of analytics solutions.
Tableau, Tableau Prep, Alteryx, Microsoft Power BI, KNIME, Snowflake, CM360, DSPs, Meta, Snapchat, TikTok, Pinterest, LinkedIn, X, SA360, Bing, Google Ads