1,943 Investment Analysis jobs in the United States

**About this role**
BlackRock is one of the world's leading providers of investment, advisory and risk management solutions. We are a fiduciary to our clients. We are investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.
**Team:**
The Performance Measurement & Attribution (PMA) team is a member Global Accounting and Product Services (GAAPS) group within Technology & Operations. PMA is responsible for investment performance analysis, oversight, and attribution. The team engages with a diverse set of teams to develop, deliver and operationalize the vision, strategy, and roadmap for Performance Attribution. This includes assessment, design, build, and delivery of platform tools & methodologies to address a range of internal and external analytical needs.
Servicing the needs of the global client base, the demands for accurate, timely & insightful performance data is central to many of the organizational core objectives. Products covered are the spectrum of Mutual Funds, ETF's, segregated clients and investment asset classes including Fixed Income, Multi-Asset, Equity and Alternatives.
Do you enjoy problem-solving, collaborating, and making connections? We build upon a foundation in performance to provide investment and technology solutions with a purpose to help our clients meet their goals! The team levers technology and project management to improve existing processes that optimize data delivery and analysis. PMA aligns solutions to our evolving client needs.
**Key Responsibilities:**
+ Partner with teams globally to present a consistent client experience catalyzing a common culture; lead attribution analysis as an authority!
+ Coordinate accurate and timely performance information across several fund groups while understanding the flow of information and data between the various groups and systems
+ Maintain efficient control procedures for gathering, analyzing and disclosing all operations related activities; ensure best practices
+ Support and complete various efficiency and capacity-building performance reporting initiatives, including automation/standardization efforts by using the full scope of BlackRock's technology platform
**Knowledge/Experience/Qualifications:**
+ Bachelor's degree or foreign equivalent; prior experience with business modeling techniques and/or attribution tools
+ Experience with performance tools and different fund ranges at external fund administrators a plus; SQL, Python, and VBA experience a plus.
+ Ability to work independently, show strong problem-solving acumen with high attention to detail, an able to synthesize information, summarize issues, and take initiative
+ Forward-thinking & project oriented; able to demonstrate initiative to undertake and complete projects
+ Strong interpersonal skills - both oral and written
+ Passionate about learning new technologies, and eager to delving into Aladdin attribution.
+ A positive, get the job done attitude, and flexible to an ever-changing environment.
**Competencies:**
We pride ourselves on our diverse approaches and thinking styles. We want an excellent communicator (verbal and written), who displays strong interpersonal interactions, and can operate in a distributed team environment. Someone with a sharp control/risk mitigation attitude, and positive get-the-job-done demeanor.
For Seattle, WA Only the salary range for this position is USD$85,500.00 - USD$105,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock ( | Twitter: @blackrock ( | LinkedIn: is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement ( **and the** **pay transparency statement ( **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email . All requests are treated in line with our privacy policy ( .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

Overview

This role primarily supports the production of analysis and financial modeling reporting materials for the Asset & Liability Committee (ALCO) process. This includes gathering and organizing raw data files, formatting reporting packages, producing initial reports, and analyzing outputs. Performs any functions within scope of authority and expertise to provide the highest level of service and responsiveness to customers and co-workers.

Responsibilities

Work with multiple data sources to produce bi-weekly Asset & Liability Committee (ALCO) report

Collect and validate all data sourced from Bank systems prior to loading the data into the ALCO model

Understand the primary lines of business of the bank

Produce ad-hoc analysis on a regular basis

Learn the main features of various modeling tools that are used to produce ALCO analysis and reports

Develop a deep understanding of the back-end modeling methods that are used in reporting and analysis

Review policy and governance documents

Maintain procedures manuals for all production processes in the department

Manage the ALCO governance approvals and report calendar

Demonstrate a genuine curiosity of the community banking balance sheet management, including interest rate risk, liquidity risk, and capital management

Qualifications

Education

• Bachelor's Degree in finance, accounting, economics, or similar field is required

Work Experience

• 3-5 years of related experience is preferred

Additional Requirements

• Demonstrated ability to interact with executive management on a regular basis
• Working knowledge of Microsoft Visual Basic Application (VBA) is preferred

Knowledge, Skills, and Abilities

• Proficiency in MS Office Suite, especially Excel and PowerPoint. Experience with Power BI a plus.
• High attention to detail
• Ability to quickly understand and solve complex problems
• Ability to communicate effectively, both verbally and written
• Experience with ALM models (QRM, BancWare, Darling, ZMFS, Empyrean, etc.) a plus
• Understanding of option pricing methods, term-structure models, and Monte Carlo Simulation methodology preferred

PI276487164

Overview

Why join?

Join us in revolutionizing an entire industry's customer engagement. We prioritize human connection through technology. If you're driven by purpose and want to make a meaningful impact on people's lives, this is the place for you. Our team challenges norms with the support of a trusted American brand.

• Purpose: A leading professional services firm found that AAA Life associates demonstrate some of the highest levels of commitment, empathy, and dedication when compared to top U.S. companies in a benchmark analysis.
• Growth: We have the privilege to offer our products to tens of millions of Americans that make up the AAA member base
• Focus is on "working families", "everyday Americans", "ordinary citizens", "mainstream population" "average income households", providing life insurance products that truly impact people's lives (more information will be provided in the interview).
• Team (Culture): USA Today named us a 2024 and 2025 top US workplace

Who are we looking for?

Operating within the core values and operating principles of the organization, the primary function of the Financial Modeling Analyst is to develop and maintain financial models, prepare performance reports, track key business metrics and deliver insightful analysis to support strategic decision-making across the organization.

Responsibilities

How will you contribute?
Financial Forecasting and Analysis:

• Develop, maintain, and enhance complex financial models to support forecasting, budgeting, and strategic planning.
• Design and produce regular performance reporting dashboards and presentations for leadership, incorporating key financial and operational metrics.
• Track and analyze KPIs to identify trends, variances, and opportunities for improvement.
• Develop ad-hoc financial models and scenario analyses to assess business opportunities, cost-saving initiatives, and investment decisions.
• Conduct variance analysis comparing actual results to forecasts and budgets, providing actionable insights.
• Support monthly and quarterly financial review processes with clear, data-backed explanations.

Communication and Reporting:

• Collaborate with cross-functional teams to gather data and insights for forecasting, analysis, and reporting.
• Present findings to management and leadership teams, providing clear explanations and recommendations.
• Maintain comprehensive documentation of financial models, methodologies, and assumptions.

Process Improvement:

• Continuously assess and enhance analytic and forecasting methodologies and processes.
• Identify and implement improvements to streamline data collection, analysis, and reporting.

Qualifications

What do you offer?

• Bachelor's degree in Accounting, Finance, Business Administration, Economics, or related field.
• Minimum of two (2) years of experience in financial modeling, forecasting or FP&A roles.
• Strong proficiency in statistical modeling and data analysis tools (e.g., Excel, Power BI, Python).
• Knowledge of financial regulations, compliance, and reporting standards.
• Previous experience with statutory and GAAP accounting for life insurance preferred.
• Ability to communicate effectively at various levels within the organization.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

What can we offer?

• Enjoy a hybrid work environment that promotes work-life balance.
• Comprehensive medical, dental, and vision coverage starting from your first day.
• Employer 401k match and employer contribution to a pension plan.
• Generous PTO and paid parental leave to support your family needs.
• Opportunities for associate engagement in various social programs and community involvement initiatives backed by the company.

#LI-Hybrid

Job Description

Salary:

Come join a growing financial technology company that's leading the marketplace in both the marketing and servicing of credit cards!

Continental Finance Company specializes in credit card options for consumers with less-than-perfect credit. We are seeking a Senior Financial Modeling Analyst to support our Finance team.

The Senior Financial Modeling Analyst will assist with various financial and corporate planning models to support internal and external requests. This individual will also assist with projects impacting business decisions.

CFC offers a hybrid work schedule: three (3) days in the office (Tuesday, Wednesday, Thursday) and two (2) remote days (Monday, Friday).

Essential Functions:

• Build financial models using historical data and provide forecasts based on industry-related metrics.
• Develop and analyze financial and non-financial risks; recommend mitigation actions.
• Communicate insights through analysis, reporting, and data visualization.
• Prepare financial analyses, management reports, and monitor economic trends and forecasting assumptions.
• Collaborate on research and financial analysis for potential acquisitions.
• Perform other duties as assigned.

The ideal candidate will have:

• Bachelor's degree in finance, accounting, or economics.
• 2-5 years of credit card industry or banking experience.
• Proficiency with VBA in Microsoft Excel, including coding and arrays.
• Experience in financial planning and analysis.
• Prior financial modeling experience.
• Experience evaluating acquisition opportunities.
• Strong organizational skills and ability to prioritize in a fast-paced environment.
• Proficiency in Microsoft Office Suite.
• Basic to intermediate knowledge of SQL and Snowflake.
• Excellent analytical, problem-solving, and communication skills.
• Self-motivated and able to work independently.

Why Continental Finance?

Continental Finance Company (CFC) is a leading marketer and servicer of credit cards for consumers with less-than-perfect credit. Since 2005, we have prioritized corporate responsibility and customer support. We have grown into an innovative financial tech company with a state-of-the-art platform, managing over 2.6 million credit cards. We are committed to equal employment opportunity and fostering a diverse, inclusive workplace.

We seek bright, energetic individuals to join our team. We offer competitive compensation and benefits in a dynamic, business casual environment. Join us and apply online today!

#LI-HYBRID

#J-18808-Ljbffr

Sr. Financial Modeling Analyst

Lexington, MA

General & Administrative Finance

FTE Exempt REG

Hybrid

Winning the race to bring new healthcare products safely to a waiting world drives Rapid Micro Biosystems (RMB) to combine today's innovative technologies as never before. Your career at RMB puts you at the center of diverse global teams that span robotics, AI, Machine Learning, imaging, microbiology, and more, re-shaping how urgently needed pharmaceuticals are made, tested, and released for decades to come. The sky's the limit.

Careers at RMB are fast-moving, with the high growth you'd expect from a world leader in microbiology automation. Advancement at RMB affords an opportunity to achieve your personal goals and develop your passions, in an inclusive environment where every employee has the resources and opportunities to hone their skills. You'll do more, learn more, and have the ability to make a profound impact on our business.

About the Role:

We are seeking a highly motivated, energetic and data-driven Senior Data & Reporting Analyst to join our Financial Planning & Analysis (FP&A) team reporting to the Sr. Director of FP&A. The ideal candidate will have a strong background in business analytics, with a proven track record of utilizing advanced Excel skills and financial modeling techniques to support strategic decision-making. Additionally, the successful candidate will possess exceptional communication and dashboarding skills, enabling them to collaborate effectively with stakeholders and provide actionable insights. This role will be an individual contributor and play an important part in the financial operations and success of RMB.

Responsibilities:

• Develop and maintain comprehensive financial models to forecast revenue, expenses, and profitability.
• Develop and maintain interactive dashboards and scorecards to track key performance indicators and facilitate data-driven decision-making.
• Collaborate with cross-functional teams to gather financial data, analyze performance metrics, and provide implementable recommendations.
• Conduct in-depth financial analysis to identify trends, variances, and opportunities for improvement.
• Prepare detailed financial reports and presentations for senior management, including monthly, quarterly, and annual financial reviews.
• Participate in budgeting and forecasting processes, providing expert guidance and analysis.
• Partner with business leaders and department heads to understand their financial needs and provide tailored analysis and support.
• Ad-hoc financial analysis and modeling as needed to support strategic initiatives and business development efforts.

Required Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field.
• 3-6 years of experience in financial analysis including complex Excel modeling, preferably within corporate FP&A or investment banking / venture capital / private equity environment.
• Expert proficiency in Microsoft Excel, including advanced functions, formulas, and modeling techniques.
• Has a deep understanding of and experience working with Power BI, Tableau, and / or other analytical tools.
• Familiarity with financial accounting principles and GAAP.
• Excellent analytical and problem-solving skills.
• Ability to work independently as well as part of cross-functional teams.
• Strong communication and presentation skills, both written and verbal.
• Enthusiastic and results-driven.
• Detail-oriented with a high degree of accuracy.

Preferred (But Not Required) Qualifications:

• MBA or advanced degree in Finance or Data Analytics.
• Experience with SAP as well as SAP Analytics Cloud, Hyperion Financial Management (HFM and Essbase) or similar.
• Experience in a manufacturing environment, especially medical device, life science tools / diagnostics or biopharma.

ABOUT RAPID MICRO BIOSYSTEMS:

Rapid Micro Biosystems creates, sells, validates, and services innovative products for fast, accurate, and efficient detection of microbial contamination in the manufacture of pharmaceuticals, biologics, biotechnology products, medical devices, and personal care products.

The company's Growth Directthe first and only growth-based system to automate rapid compendial QC Micro testingensures data integrity, compliance, and operational efficiencies driven by rapid methods and automation.

Rapid Micro Biosystems is dedicated to providing groundbreaking technology and products to support companies in their journey to achieve greater reliability, efficiency, and better predictability, ultimately providing higher quality products for improved patient outcomes.

Rapid Micro Biosystems is headquartered in Lexington, Massachusetts. Our research & development, and manufacturing operations are located in Lowell, Massachusetts. Additionally, we maintain field offices in Freising, Germany; Switzerland, and Singapore.

Equal Opportunity:

Rapid Micro Biosystems is committed to the principle of equal employment opportunity. Applicants for employment and employees are reviewed on their individual qualifications for a position. Under no circumstances will Rapid Micro Biosystems discriminate against qualified persons on the basis of race, color, religious creed, retaliation, national origin, ancestry, sexual orientation, gender identity, disability, mental illness, genetics, choice of health insurance, marital status, age, veteran status, or any other basis prohibited under applicable law.

**A Snapshot of Your Day (position overview)**
As a member of the Financial Modeling & Analytics
(FM&A) team, you will be responsible for building, reviewing, and
maintaining the financial model for your respective deals within the Project
Development portfolio! The FM&A team supports the Project SPV Deal Lead by
providing any required quantitative analysis and assists in preparing all vital
materials for Investment Committee presentations. As the financial modeling
expert, you will be required to review and provide feedback on the accuracy and
performance of internal & external financial models!
**How You'll Make an Impact (responsibilities)**
+ Completemultilayered market research in the field of energy infrastructure,highlighting recent transactions in power generation, transmission,hydrogen, and renewables.
+ Analyzesophisticated market data and build PowerPoint presentations thateffectively communicate key findings
+ Applya basic understanding of Siemens Energy's portfolio of technologies
+ Buildand maintain databases that provide an accurate and mark best practices standard processes to ensureoutstanding Excel-based valuation tools are applied to quantify keytransaction risks, perform sensitivity analyses, estimate potentialreturns related to investment opportunities and determine optimalallocation of capital among prospective projects
**What You Bring (requirements)**
+ Bachelor'sDegree or equivalent experience in economics, math, and/or finance.
+ Industryexperience - 3 to 5 years' experience within various roles pertaining toM&A consulting, investment/corporate banking, private equity/venturecapital, valuation, FP&A or corporate development
+ Proficiencyin building and continually improving integrated financial models usingExcel and creating informative PowerPoint presentations for C-suite andboard members
+ Proactive,multifaceted, decisive & results oriented and a standout colleaguewith strong interpersonal and negotiation skills
+ Applicantsmust be legally authorized for employment in the United States withoutneed for current or future employer-sponsored work authorization. SiemensEnergy employees with current visa sponsorship may be eligible forinternal transfers.
**About the Team**
**Gas Services**
Our Gas Services division offers Low-emission power
generation through service and decarbonization. Zero or low emission power
generation and all gas turbines under one roof, steam turbines and generators.
Decarbonization opportunities through service offerings, modernization, and
digitalization of the fleet.
**Who is Siemens Energy?**
At Siemens Energy, we are more than just an energy
technology company. With ~100,000 dedicated employees in more than 90
countries, we develop the energy systems of the future, ensuring that the
growing energy demand of the global community is met optimally and sustainably.
The technologies crafted in our research departments and factories drive the
energy transition and provide the base for one sixth of the world's electricity
generation.
Our global team is committed to making sustainable,
reliable, and affordable energy a reality by pushing the boundaries of what is
possible. We uphold a 150-year legacy of innovation that encourages our search
for people who will support our focus on decarbonization, new technologies, and
energy transformation.
Find out how you can make a difference at Siemens Energy: Careergrowth and development opportunities; supportive work culture
+ Companypaid Health and wellness benefits
+ PaidTime Off and paid holidays
+ 401Ksavings plan with company match
+ Familybuilding benefits
+ Parentalleave
** Employment Opportunity Statement
Siemens Energy is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local
law.

**A Snapshot of Your Day (position overview)**
As a member of the Financial Modeling & Analytics
(FM&A) team, you will be responsible for building, reviewing, and
maintaining the financial model for your respective deals within the Project
Development portfolio! The FM&A team supports the Project SPV Deal Lead by
providing any required quantitative analysis and assists in preparing all vital
materials for Investment Committee presentations. As the financial modeling
expert, you will be required to review and provide feedback on the accuracy and
performance of internal & external financial models!
**How You'll Make an Impact (responsibilities)**
+ Completemultilayered market research in the field of energy infrastructure,highlighting recent transactions in power generation, transmission,hydrogen, and renewables.
+ Analyzesophisticated market data and build PowerPoint presentations thateffectively communicate key findings
+ Applya basic understanding of Siemens Energy's portfolio of technologies
+ Buildand maintain databases that provide an accurate and mark best practices standard processes to ensureoutstanding Excel-based valuation tools are applied to quantify keytransaction risks, perform sensitivity analyses, estimate potentialreturns related to investment opportunities and determine optimalallocation of capital among prospective projects
**What You Bring (requirements)**
+ Bachelor'sDegree or equivalent experience in economics, math, and/or finance.
+ Industryexperience - 3 to 5 years' experience within various roles pertaining toM&A consulting, investment/corporate banking, private equity/venturecapital, valuation, FP&A or corporate development
+ Proficiencyin building and continually improving integrated financial models usingExcel and creating informative PowerPoint presentations for C-suite andboard members
+ Proactive,multifaceted, decisive & results oriented and a standout colleaguewith strong interpersonal and negotiation skills
+ Applicantsmust be legally authorized for employment in the United States withoutneed for current or future employer-sponsored work authorization. SiemensEnergy employees with current visa sponsorship may be eligible forinternal transfers.
**About the Team**
**Gas Services**
Our Gas Services division offers Low-emission power
generation through service and decarbonization. Zero or low emission power
generation and all gas turbines under one roof, steam turbines and generators.
Decarbonization opportunities through service offerings, modernization, and
digitalization of the fleet.
**Who is Siemens Energy?**
At Siemens Energy, we are more than just an energy
technology company. With ~100,000 dedicated employees in more than 90
countries, we develop the energy systems of the future, ensuring that the
growing energy demand of the global community is met optimally and sustainably.
The technologies crafted in our research departments and factories drive the
energy transition and provide the base for one sixth of the world's electricity
generation.
Our global team is committed to making sustainable,
reliable, and affordable energy a reality by pushing the boundaries of what is
possible. We uphold a 150-year legacy of innovation that encourages our search
for people who will support our focus on decarbonization, new technologies, and
energy transformation.
Find out how you can make a difference at Siemens Energy: Careergrowth and development opportunities; supportive work culture
+ Companypaid Health and wellness benefits
+ PaidTime Off and paid holidays
+ 401Ksavings plan with company match
+ Familybuilding benefits
+ Parentalleave
** Employment Opportunity Statement
Siemens Energy is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local
law.