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Client Solutions Analyst
New York, New York, United States
OnsiteFull Time
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+
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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.
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
1mo
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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