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.
2mo
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Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Analyst - Dallas
Dallas, Texas, United States
OnsiteFull Time
0+ YOEEntry-level analyst role supporting QES client portfolio management with strong communication and quantitative skills.
PowerPoint, Excel, Quantitative analysis tools
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
3mo
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Solutions Architect Analyst
Houston, Texas, United States
HybridFull Time
3+ YOEBachelor's degree in STEM, Economics, or Finance; 1–3 years in a technical/analytical role; Python; APIs/databases experience; strong communication; client-focused in fast-paced environment.
Python, SQL, R, APIs, Databases, GitHub, Jupyter, Tableau, Power BI, Snowflake, MCP servers