5,060 Analyst And Investor jobs in the United States

Senior Analyst, Investor Data & Operations Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $33 billion in affordable and responsible credit to our 5.5M customers. The company is backed by some of the most prominent technology investors and was recently valued at $.3B. We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts. Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans. We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1850 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people's lives. About the Role: We're looking for a Senior Analyst to join the Investor Operations Team. This role will focus on providing data and analysis to investors who purchase across our five lending products. This role will also assist with managing daily operations for our investors and will work closely with our sales, account management, finance, and product teams to provide best in class service. The Investor Operations Team is part of the Investor Team based out of our San Francisco office and is responsible for daily operations, client service & account management, and providing data, reporting, and analytics to our institutional investors. This is a hybrid role, in-office Tuesdays, Wednesdays, and Thursdays in our San Francisco HQ office. What You’ll Do: Provide data and analysis for capital markets requests - be a subject matter expert for data and reporting across our five lending products, working to productionalize product data in our data pipelines Develop data pipelines, dashboards and reporting tools (AWS Redshift, Tableau, Excel) to provide real-time insights into loan volume, investor demand, and collateral monitoring Work with product managers and engineers to ensure data integrity of investor reporting, timely delivery, and prioritization of new features Reconcile principal to cash activity within investor portfolios and provide feedback to improve processes through reporting enhancements and automation Suggest improvements to existing systems and processes to drive quality, efficiency and enhance the investor experience Provide thought leadership and strategic insight as we scale the platform and the team What We Look For: 3-4 years of experience at a consumer fintech company, big 4 accounting firm, or financial institution Comfortable analyzing large data sets and providing insights Excellent presentation and communication skills Proficient in Excel, experienced with SQL (required); experience building dashboards using visualization tools such as Tableau or Looker Highly organized, detail-oriented and a strong client service orientation Good judgment and excellent interpersonal skills Business-focused mindset with a demonstrated ability to take ownership and resolve issues with minimal supervision Experience operating in a fast-paced environment and recognize and focus on critical issues Flexibility to prioritize, balance and respond to competing needs within a growing organization What We Offer You: Competitive salary and stock option plan 100% paid coverage of medical, dental and vision insurance Flexible PTO Competitive 401(k) and RRSP program Opportunities for professional growth and development Paid parental leave Health & wellness initiatives The compensation range of this position in San Francisco, CA is USD $110,000 - 130,000 annually plus equity and benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement . Create a Job Alert Interested in building your career at Upgrade? Get future opportunities sent straight to your email. Apply for this job * indicates a required field First Name * Last Name * Email * Phone Resume/CV * Enter manually Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Website Are you legally authorized to work in the United States? Select. Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status, work permit, etc.)? Select. Are you willing to come into our San Francisco office 3x per week? * Select. Demographic Questions & Categorizations Upgrade is dedicated to building a diverse team and an inclusive culture. We believe that it’s crucial to Upgrade’s long-term success to create an environment where all employees feel like they belong and have an equal opportunity to succeed. For this reason, we are asking candidates to voluntarily self-identify through a few demographic questions. Our purpose in collecting this information is to help us assess our outreach efforts and diversity representation goals. Your responses will not be linked to your identity or your application, and neither recruiters nor hiring managers can see this information at an individual level. Your responses are stored in the aggregate and will not play any role in our hiring decision. Your decision to participate or not participate in this survey will have no impact on your candidacy at Upgrade. How you do you identify? (Gender identity) Select. #J-18808-Ljbffr

XPO is a top ten global provider of transportation services, with a highly integrated network of people, technology, and physical assets. At XPO Logistics, we look for employees who like a challenge and can communicate effectively in all situations. We want to leverage your skills and years of experience to drive positive results while ensuring a bright future for yourself and XPO. If youre looking for a growth opportunity, join us at XPO.

As a Lead Analyst, Investor Relations (IR), you will be a key member of the IR team. You will be integral to developing and managing relationships with investors and the sell-side analyst community and contribute to the firms messaging of its strategy. On our IR team, youll have the support to excel at work and the resources to build a career you can be proud of. This position can be based in our offices in Boston, Massachusetts, or Greenwich, Connecticut.

Pay, benefits and more.

We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental, and vision), 401(k), life insurance, disability, and the opportunity to participate in a company incentive plan.

What youll do on a typical day:

• Research, analyze, and provide insights on appropriate investor targets
• Monitor and record investor engagements and produce weekly reporting to senior-level management
• Develop, update, and maintain internal Investor Relations database
• Monitor and analyze sell-side research reports, provide insights, and maintain a detailed database of consensus estimates
• Compile and maintain company and peer benchmarking analysis of valuation, financial, and operational metrics
• Conduct targeted research by analyzing and summarizing financial as well as operational information about our industry, company, and competitors
• Coordinate with external and internal participants on logistics for investor conferences, meetings, and other related events
• Prepare materials for meetings and presentations
• Provide analytical, organizational, and logistical assistance for investor activities and quarterly earnings calls
• Support and contribute to the development of quarterly and yearly reports for shareholders
• Observe live communication with key institutional investors and sell-side analysts

What you need to succeed at XPO:

At a minimum, youll need:

• Bachelor's degree or equivalent related work or military experience
• 4 years of related industry experience in investor relations, equity research, or investment banking
• Experience with financial markets (accounting and finance) from applied or academic learnings
• Experience with Windows applications and Microsoft Office programs such as MS Word, Excel, and PowerPoint
• Excellent organizational and multitasking skills
• Excellent communication skills; both written and verbal; strong presentation skills
• Exceptional learning agility and ability to process and synthesize information quickly
• A dedication to maintaining strict confidentiality surrounding company materials and information

Itd be great if you also have:

• Bachelors or other advanced degree in accounting or finance
• 6+ years of related industry experience
• An interest in capital markets
• Familiarity with the institutional investment community, including investment styles and engagement practices for hedge funds and mutual funds

Be part of something big. #PIQ

We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran, or other protected status.

All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.

The above statements are not an exhaustive list of all required responsibilities, duties, and skills for this job classification.

XPO provides pivotal supply chain solutions to the most successful companies in the world. Were constantly looking for talented individuals at all levels to join our 97,000-strong workforce and deliver the caliber of service our customers require. If youre ready to move the world forward, wed like to invest in you. (NYSE: XPO)

Junior Analyst, Investor Communications - Tax Operations Join to apply for the Junior Analyst, Investor Communications - Tax Operations role at Golub Capital Junior Analyst, Investor Communications - Tax Operations Join to apply for the Junior Analyst, Investor Communications - Tax Operations role at Golub Capital Get AI-powered advice on this job and more exclusive features. Department Overview The Investor Communications Group supports the Firm’s capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group also collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives. Position Information Hiring Manager Assistant Vice President, Team Lead Department Investor Communications Department Overview The Investor Communications Group supports the Firm’s capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group also collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives. Position Responsibilities The Junior Analyst will join the Firm's growing Investor Communications Department. The Investor Communications Group serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual with a proactive approach to working with other team members and departments, ability to manage tight deadlines and strong attention to detail. This position will be heavily focused on supporting the relevant tax aspects of onboarding and maintaining investor relationships. This role will collaborate heavily with, but be separate from, the Firm’s Tax Department which has primary responsibility for defining and executing tax filing and reporting compliance. The Junior Analyst’s responsibilities will include but not be limited to: Daily responsibilities will include but not limited to: Onboarding Due Diligence (W-9, W-8 and FATCA / CRS Self-Certification validation), Client interaction (communicate effectively with clients on tax related matters pertaining to investor onboarding or ongoing investor data management) and Tax Data Management (tax form data entry / tax status and classification) Ensure compliance with IRS regulations related to US tax information reporting Ensure compliance with international tax regimes such as Cayman Islands and Ireland FATCA / CRS Maintain data integrity as it relates to tax data being used for internal tracking, external facing reports and tax filings Support business groups (e.g., Investor Partner Group and Direct Lending) under an established Service Level Agreement to ensure continuity across all business processes including tax form validation, addressing client inquiries, withholding and reporting Work with Operations to develop and standardize an information reporting process involving 3rd party lenders for syndicated loans Support Tax by providing data that is required to complete filings such as K-1, 1099 and 1042-S reporting Collaborate with Accounting, Tax and External Service Provider to produce tax filings for US FATCA (Form 8966), Cayman Islands FATCA / CRS and Ireland FATCA / CRS Collaborate with Technology Solutions on system process improvements and quality controls Candidate Requirements Qualifications & Experience: Bachelor’s degree required Good understanding of FATCA, CRS and IRS information reporting Familiarity with tax form validation (specifically W-9 and W-8 validation), preferred Meticulous attention to detail and accuracy Excellent organizational and prioritization skills Demonstrated ability to work well both independently and as part of a team Proficient in MS Office products, specifically Word and Excel Knowledge of Microsoft Dynamics a plus Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. Investor Data Governance: Follows appropriate policies and procedures to enter and manage investor data, including evaluating issues with investor data and taking appropriate steps to address them and communicating with others regarding investor data governance to ensure accuracy and integrity. Investor Management: Handles or manages investor onboarding, reporting and inquiries. Understands how to prepare and check reports, gather subscription-related data from investors (e.g., legal documentation) and answer investor inquiries regarding onboarding, subscriptions and reports. Tax and AML Regulatory Compliance: Complies with tax and AML laws and regulations related to due diligence, withholding and reporting. Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders. Innovative Mindset: Leverages a detailed, agile and creative mindset to master processes and responsibilities, as well as drive value-added enhancements, continuous process improvement and proactive learning through new technology, processes and people. Compensation & Benefits For Illinois Only: It is expected that the base salary range for this position will be $55,000 to $0,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function General Business, Management, and Business Development Referrals increase your chances of interviewing at Golub Capital by 2x Sign in to set job alerts for “Investor” roles. Founder, AI-Powered Certification and Origin Auditing Founder in Residence, 2 Hour Learning (Remote) - $400,000/y ar USD Founder, Autonomous HazMat Classification Chief Executive Officer – Commercial Generator Services – Private Equity, 78939 Chicago, IL $55, 00.00- 70,000.00 2 weeks ago Chicago, IL 164,400.00- 285,600.00 1 week ago Analyst (or Jr. Analyst), Investor Communications - Documentation Team Chicago, IL 55,000.00- 90,000.00 2 days ago Chicago, IL 65,000.00- 90,000.00 1 week ago Analyst, Investor Communications (Shareholder Services) Chicago, IL 65,000.00- 90,000.00 13 hours ago Evanston, IL 80,000.00- 125,000.00 1 day ago PGIM Private Alternatives – Manager, Investor Services (Hybrid) Chicago, IL $1 5,000.00- 150,000.00 2 weeks ago Vice President of Finance – DTC, Retail & Wholesale Chicago, IL $2 0,000.00- 245,000.00 2 weeks ago Assistant Vice President, Credit Ratings - North American CMBS Chicago, IL 85,000.00- 166,000.00 8 hours ago AVP, Finance Manager, Financial Operations & Analysis Chicago, IL 120,000.00- 145,000.00 3 weeks ago Chicago, IL 110,000.00- 120,000.00 9 hours ago Chicago, IL 85,000.00- 100,000.00 4 weeks ago Chicago, IL 110,000.00- 125,000.00 1 month ago CEO - Private Equity Held Portco B2B Industrial Real Assets, Associate (Investment Banking Background) Chicago, IL 85,000.00- 95,000.00 1 month ago Chicago, IL 120,000.00- 160,000.00 1 week ago Chicago, IL 90,000.00- 120,000.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Senior Analyst, Investor Data & Operations Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $33 billion in affordable and responsible credit to our 5.5M customers. The company is backed by some of the most prominent technology investors and was recently valued at $.3B. We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts. Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans. We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1850 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people's lives. About the Role: We're looking for a Senior Analyst to join the Investor Operations Team. This role will focus on providing data and analysis to investors who purchase across our five lending products. This role will also assist with managing daily operations for our investors and will work closely with our sales, account management, finance, and product teams to provide best in class service. The Investor Operations Team is part of the Investor Team based out of our San Francisco office and is responsible for daily operations, client service & account management, and providing data, reporting, and analytics to our institutional investors. This is a hybrid role, in-office Tuesdays, Wednesdays, and Thursdays in our San Francisco HQ office. What You’ll Do: Provide data and analysis for capital markets requests - be a subject matter expert for data and reporting across our five lending products, working to productionalize product data in our data pipelines Develop data pipelines, dashboards and reporting tools (AWS Redshift, Tableau, Excel) to provide real-time insights into loan volume, investor demand, and collateral monitoring Work with product managers and engineers to ensure data integrity of investor reporting, timely delivery, and prioritization of new features Reconcile principal to cash activity within investor portfolios and provide feedback to improve processes through reporting enhancements and automation Suggest improvements to existing systems and processes to drive quality, efficiency and enhance the investor experience Provide thought leadership and strategic insight as we scale the platform and the team What We Look For: 3-4 years of experience at a consumer fintech company, big 4 accounting firm, or financial institution Comfortable analyzing large data sets and providing insights Excellent presentation and communication skills Proficient in Excel, experienced with SQL (required); experience building dashboards using visualization tools such as Tableau or Looker Highly organized, detail-oriented and a strong client service orientation Good judgment and excellent interpersonal skills Business-focused mindset with a demonstrated ability to take ownership and resolve issues with minimal supervision Experience operating in a fast-paced environment and recognize and focus on critical issues Flexibility to prioritize, balance and respond to competing needs within a growing organization What We Offer You: Competitive salary and stock option plan 100% paid coverage of medical, dental and vision insurance Flexible PTO Competitive 401(k) and RRSP program Opportunities for professional growth and development Paid parental leave Health & wellness initiatives The compensation range of this position in San Francisco, CA is USD $110,000 - 130,000 annually plus equity and benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement . Create a Job Alert Interested in building your career at Upgrade? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Website Are you legally authorized to work in the United States? Select. Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status, work permit, etc.)? Select. Are you willing to come into our San Francisco office 3x per week? * Select. Demographic Questions & Categorizations Upgrade is dedicated to building a diverse team and an inclusive culture. We believe that it’s crucial to Upgrade’s long-term success to create an environment where all employees feel like they belong and have an equal opportunity to succeed. For this reason, we are asking candidates to voluntarily self-identify through a few demographic questions. Our purpose in collecting this information is to help us assess our outreach efforts and diversity representation goals. Your responses will not be linked to your identity or your application, and neither recruiters nor hiring managers can see this information at an individual level. Your responses are stored in the aggregate and will not play any role in our hiring decision. Your decision to participate or not participate in this survey will have no impact on your candidacy at Upgrade. How you do you identify? (Gender identity) Select. #J-18808-Ljbffr

Analyst (or Jr. Analyst), Investor Communications - Documentation Team Join to apply for the Analyst (or Jr. Analyst), Investor Communications - Documentation Team role at Golub Capital Analyst (or Jr. Analyst), Investor Communications - Documentation Team Join to apply for the Analyst (or Jr. Analyst), Investor Communications - Documentation Team role at Golub Capital Department Overview The Investor Communications Department (“IC”) supports the Firm’s capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives. Position Information Hiring Manager Vice President Department Investor Communications Department Overview The Investor Communications Department (“IC”) supports the Firm’s capital raising efforts across various products, strengthening its relationship with investors and contributing to the overall growth of the Firm. The group is responsible for investor services and acts as the liaison between clients and senior management. The department is also responsible for investor onboarding and is the primary point of contact for investor reporting and ongoing account maintenance. The group collaborates closely with department leadership, business unit heads and the Business Development and Marketing Groups to develop and execute plans in line with business objectives. Position Responsibilities The Analyst (or Junior Analyst) will join the Firm's growing Investor Communications Department. The Investor Communications Group serves as a key point of contact to the Firm’s investor base. This role requires a motivated individual who takes a proactive approach to working with other team members and departments and is able to handle tight deadlines in a meticulous, process-driven environment. Responsibilities Include But Are Not Limited To Processing new investor subscriptions including the collection and analysis of legal documentation Building out working procedures to be used by the team which will ensure a consistent process is followed Participating in the review process of critical Investor Communications projects Internal review of onboarding documentation provided to investors Entering and reviewing information in the CRM databases Corresponding with Back Office Teams on day-to-day and ad-hoc activity Participating, on occasion, in calls with internal and external legal partners and clients Liaising with clients during the onboarding phase for the purpose of processing subscription documents and gathering Anti-Money Laundering documentation Candidate Requirements Qualifications & Experience: Bachelor’s degree required At least 1 year of relevant experience Strong understanding of AML and CAMS designation preferred Meticulous attention to detail and accuracy Paralegal background or experience reviewing legal documentation is a plus Excellent organizational and prioritization skills Proven ability to work well both independently and as part of a team Experience reviewing and understanding entity formation / organization documents Proficient in MS Office products, specifically Word and Excel Knowledge of Microsoft Dynamics and Refinitiv (World Check) is a plus Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience. Investor Data Governance: Follows appropriate policies and procedures to enter and manage investor data, including evaluating issues with investor data and taking appropriate steps to address them and communicating with others regarding investor data governance to ensure accuracy and integrity. Investor Management: Handles or manages investor onboarding, reporting and inquiries. Understands how to prepare and check reports, gather subscription-related data from investors (e.g., legal documentation) and answer investor inquiries regarding onboarding, subscriptions and reports. Tax and AML Regulatory Compliance: Complies with tax and AML laws and regulations related to due diligence, withholding and reporting. Stays informed of changes to tax law, regulations and legal cases to communicate impact to relevant internal and external stakeholders. Innovative Mindset: Leverages a detailed, agile and creative mindset to master processes and responsibilities, as well as drive value-added enhancements, continuous process improvement and proactive learning through new technology, processes and people. Compensation & Benefits For Illinois Only: It is expected that the base salary range for this position will be $65,000 to $0,000 for an Analyst and 55,000 to 70,000 for a Junior Analyst. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital’s business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function General Business, Management, and Business Development Referrals increase your chances of interviewing at Golub Capital by 2x Sign in to set job alerts for “Investor” roles. Founder, AI-Powered Certification and Origin Auditing Founder in Residence, 2 Hour Learning (Remote) - $400,000/y ar USD Founder, Autonomous HazMat Classification Chief Executive Officer – Commercial Generator Services – Private Equity, 78939 Chicago, IL $55, 00.00- 70,000.00 2 weeks ago Chicago, IL 164,400.00- 285,600.00 1 week ago Junior Analyst, Investor Communications - Tax Operations Chicago, IL 55,000.00- 70,000.00 3 days ago Chicago, IL 65,000.00- 90,000.00 1 week ago Analyst, Investor Communications (Shareholder Services) Chicago, IL 65,000.00- 90,000.00 12 hours ago Evanston, IL 80,000.00- 125,000.00 1 day ago PGIM Private Alternatives – Manager, Investor Services (Hybrid) Chicago, IL $1 5,000.00- 150,000.00 2 weeks ago Vice President of Finance – DTC, Retail & Wholesale Chicago, IL $2 0,000.00- 245,000.00 2 weeks ago Assistant Vice President, Credit Ratings - North American CMBS Chicago, IL 85,000.00- 166,000.00 7 hours ago AVP, Finance Manager, Financial Operations & Analysis Chicago, IL 120,000.00- 145,000.00 3 weeks ago Chicago, IL 110,000.00- 120,000.00 9 hours ago Chicago, IL 85,000.00- 100,000.00 4 weeks ago Chicago, IL 110,000.00- 125,000.00 1 month ago CEO - Private Equity Held Portco B2B Industrial Real Assets, Associate (Investment Banking Background) Chicago, IL 85,000.00- 95,000.00 1 month ago Chicago, IL 120,000.00- 160,000.00 1 week ago Chicago, IL 90,000.00- 120,000.00 1 day ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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

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.

How will you contribute?

• 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.

• 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.

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

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.

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

General Function:

Assist in the execution of moderately complex financial analysis of key business areas within the Bancorp. Serve as financial leader to Fifth Third Bancorp lines of business, affiliate leadership, and/or external agencies to understand and meet the information needs required to sustain growth. Focus on providing value-added analysis and recommendations to support business growth.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Essential Duties and Responsibilities:

• Understands and assists in the identification of key business factors (both internal and external) that impact the business.
• Continues to develop knowledge base to keep current on existing and emerging issues; applies this knowledge to assist business managers in growing their business.
• Develops recommendations and action plans to support growth and eliminate or mitigate observed risks.
• Assists in the execution of financial analysis and drive business results.
• Prepares and analyzes monthly reports. Investigates and documents unusual items.
• Performs maintenance on existing schedules and reports for changes to information.
• Documents, evaluates and improves design of reports and processes to ensure that analytical tools evolve as business changes.
• Develops trend analyses and other quantitative reports to determine business trends.
• Assists management with the development and maintenance of the performance data systems designed to review organizational and product performance.
• Assists with the preparation and analysis of annual profit plan and rolling forecast for line of business.
• Analyzes business performance, makes recommendations for improvements and measures progress. Success will be measured by outcomes (i.e., business improvement).
• May be responsible for incentive plan administration.

Minimum Knowledge, Skills and Abilities Required:

• Bachelor's degree in Accounting or Finance required.
• Thorough knowledge of GAAP preferred.
• Typically requires 2 - 4 years of accounting or finance related experience in industry or public accounting.
• Proficient with MS-Windows and other related PC applications. Possess the desire and ability to learn mainframe applications, and automated data analysis tools and techniques.
• This position requires excellent analytical, verbal and written communication skills necessary to interact with personnel ranging from clerical staff to more senior management.
• Demonstrated proficiency in performance measurement tools and technology.
• Ability to work both individually and as a member of a team.
• Ability to maintain professional composure in a dynamic work environment that often requires management/completion of multiple tasks.
• Demonstrate sound judgment as well as apply logical/critical thought processes.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.