17,395 Finance Departments jobs in the United States
Financial Services Analyst, Financial Services - Sales Assistant
Posted 1 day ago
Job Viewed
Job Description
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.
Sales AssistantThis position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilizes functional expertise and knowledge of the business to support, develop, and lead new initiatives, and maximize growth and profitability of the business.
Key Responsibilities:- Provides support for customers by handling inquiries via calls/emails/chats, demonstrating knowledge, understanding, and experience to handle volume of internal and/or external customer inquiries, which may include escalations.
- Resolves complex questions/concerns and refers other inquiries to appropriate areas as needed.
- Project Management: Initiates, executes, communicates, and documents projects as needed.
- Acts as a liaison to other departments where follow-up is required to meet customers' needs.
- Assists in identifying process improvement opportunities.
- Engages, inspires, educates, and mentors new hires and incumbents.
- Collaborates with other areas to identify, analyze, and improve processes.
- Inputs and tracks data into the appropriate databases.
Supervisory Responsibilities: This job does not have supervisory duties.
Education and Experience:- High School Diploma or GED (Preferred)
- 0-2 years experience (Preferred)
- In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
- Property & Casualty License (Preferred)
- SIE Exam and Series 6 and 63 Licenses (Preferred)
- Advanced product knowledge and insurance regulations knowledge
- Excellent working knowledge of Allstate's systems required to perform the role
- Ability to sell and service policies (based on department requirements)
- Ability to diffuse customers and agents
- Excellent working knowledge of billing concepts and Allstate's billing systems
- Effective oral and written communication skills
- Intermediate problem-solving skills
- Ability to adjust schedule according to business need
This is a hybrid role where candidates are required to come into the Boise Regional office twice a week.
Job Description SummaryDo you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people, and want to accelerate both your personal and professional growth, we want to know more about you!
As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers, and internal Nationwide departments. Well count on you to review forms and files submitted by members or partners to ensure accurate entry into record-keeping systems.
Job Description- Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications, and client administrative guides, census, and plan information.
- Interprets plan provisions, product rules, and guidelines to process requests in accordance with plan and legal requirements.
- Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members' experience through use of lean methodology.
- Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
- Researches, reviews, and analyzes errors and determines the best course of action for workable solutions. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
- Conducts follow-up calls to service issues and questions, de-escalating complex customer requests, and providing outstanding care during resolution. Includes understanding topics that require insurance or securities licenses and registration and when and how to route those inquiries to the properly-registered representative.
- Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs. Requests additional information when necessary.
- Compiles management information such as contract and sold case activity as needed by internal management.
- Communicates with customers, sales force, other departments, regional and/or field offices, and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records. Approves and processes business according to government regulations, contract provisions, and internal procedures and controls.
- Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs.
- Helps with research for written responses to Nationwide formal complaints.
- Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices.
May perform other responsibilities as assigned.
Reporting Relationships:Reports to Operations Division Manager or Unit Manager.
Typical Skills and Experiences:Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.
Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze, and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate, and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, manage work independently, and establish priorities that conform to time, service, and quality standards. Strong team-building and collaboration skills.
Other criteria, including leadership skills, competencies, and experiences, may take precedence.
Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.
Values:Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
BenefitsWe have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long-term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
#J-18808-LjbffrFinancial Services Analyst, Financial Services - Sales Assistant
Posted 3 days ago
Job Viewed
Job Description
2 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.
Sales Assistant
This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.
Key Responsibilities
- Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
- Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
- Project Management: To initiate, execute, communicate and document projects as needed
- May act as a liaison to other departments where follow-up will be required to meet customers needs
- Assists in identifying process improvement opportunities
- Engages, inspires, educates and mentors, new hires and incumbents
- Collaborates with other areas to identify, analyze, and improve processes
- Inputs and tracks into the appropriate databases
This job does not have supervisory duties.
Education And Experience
- High School Diploma or GED (Preferred)
- 0-2 years experience (Preferred)
- In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
- Property & Casualty License (Preferred)
- SIE Exam and Series 6 and 63 Licenses (Preferred)
- Advanced product knowledge and insurance regulations knowledge
- Excellent working knowledge of Allstate s systems required to perform the role
- Ability to sell and service policies (based on requirements of the department)
- Ability to diffuse customers and agents
- Excellent working knowledge of billing concepts and Allstate s billing systems
- Effective oral and written communication skills
- Intermediate problem-solving skills
- Ability to adjust schedule according to business need
Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. Well count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.
Job Description
Key Responsibilities:
- Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
- Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
- Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
- Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
- Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
- Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
- Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
- Compiles management information such as contract and sold case activity as needed by internal management.
- Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls.
- Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
- Helps with research for written responses to Nationwide formal complaints.
- Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices
Reporting Relationships: Reports to Operations Division Manager or Unit Manager.
Typical Skills And Experiences
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.
Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
Note To Employment Agencies
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Insurance
Referrals increase your chances of interviewing at Nationwide by 2x
Investment Planning Manager/Senior Manager Senior Finance Analyst (FP&A / G&A) - REMOTECaldwell, ID $77,969 - $41,371 3 hours ago
Senior Financial Analyst FP&A Productivity & Metrics Senior Associate, Negotiations & Deal ModelingBoise Metropolitan Area 122,500 - 192,500 2 weeks ago
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#J-18808-LjbffrFinancial Analyst - Financial Services
Posted 2 days ago
Job Viewed
Job Description
Hot Opportunity Alert!
Are you ready to take your career to the next level?
We're on the hunt for a Senior Financial Analyst who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking).
Why Make the Leap?
Incredible Culture: Small family-like environment where ideas are heard, people are valued, and you're not just a number.
Endless Opportunity: Be part of a growing, game-changing team where your contributions matter. No "cookie-cutter" days here-your insight will shape projects, reporting, and profitability across the organization.
️ Innovative Team Collaboration: Work with approachable leadership and a dynamic team that's building something extraordinary.
Career Growth Awaits: If you have a vision, they'll empower you to act on it. Develop with a company that's willing to innovate and invest.
The Role Highlights:
️ Be the bridge for financial intelligence-help turn data into actionable insights.
️ Dive into analytics-heavy initiatives-profitability, forecasting, budgeting, and month-end processes.
️ Collaborate with product and channel managers to refine decision-making tools.
️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.
️ Not just "doing" the work but enhancing and molding the organization's path forward.
Remote Flexibility: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. Candidate must be within a reasonable commute to HQ.
Why Now?
This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you're gainfully employed but looking for somewhere to grow, collaborate, and make an impact-this is it.
Let's discover some mutual possibilities
Requirements - Candidate must possess at least 3 years of experience in the financial services industry as a Financial Analyst or similar role.
- Proficiency in executing Month End Close procedures is essential.
- Experience with Accounts Provisioning is required.
- Demonstrable skills in Budgeting and Forecasting are necessary.
- Must be able to produce Ad Hoc Reporting as per business requirements.
- Knowledge of SQL is a significant advantage.
- Familiarity with Power BI, Microsoft Power BI, or Power Business Intelligence is highly desirable.
- Strong Data Analysis skills are crucial for this role.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Analyst (Financial Services)
Posted today
Job Viewed
Job Description
Analyst - Regulatory Research & Analysis (Financial Services) Fixed Term Contract Location: (Hybrid) - Washington, DC or London About Vixio: Vixio is a Regulatory Technology (RegTech) company, and a trusted source of independent regulatory intelligence for professionals in highly-regulated industries undergoing rapid and radical change. We're trusted by leading brands to deliver comprehensive, time-sensitive, and actionable intelligence on Payments, Financial services and Gambling compliance, covering more than 180 jurisdictions globally, so they can stay ahead of regulatory change, mitigate risk and capitalise on new opportunities. The Role: We’re seeking an Analyst, Regulatory Research & Analysis ( Financial Services) to deliver timely, high quality regulatory insights and content across the Americas (United States, Latin America, and Canada). You will monitor and analyze regulatory changes, produce thought leadership and market entry reports, and collaborate with colleagues in the US and UK to keep clients ahead of the curve on relevant regulatory developments. This role is ideal for a detail-driven researcher eager to deepen expertise in financial services laws and regulations, particularly in retail banking, lending, payments, and investment banking. You will engage directly with industry stakeholders, assess market shifts, and translate complex developments into actionable insights. Success in this position means becoming a trusted resource whose analysis shapes client strategy, compliance, and market expansion. Key Responsibilities: Monitor and assess regulatory change in assigned jurisdictions, producing timely, accurate regulatory updates. Create market entry and regulatory landscape reports evaluating compliance requirements, risks, and opportunities. Conduct trend analysis to identify patterns, emerging risks, and strategic implications. Produce thought leadership content offering clear compliance, operational, and risk mitigation guidance. Engage with regulators, industry bodies, and market stakeholders to validate and enhance research. Collaborate with internal teams to address client inquiries, clarify regulatory changes, and inform content strategy. Represent the company at conferences and industry events to strengthen brand authority. Maintain high editorial standards to ensure outputs are accurate, clear, and actionable. Support cross jurisdiction coverage during high demand periods or multi-market projects. Skills & Experience: Required Qualifications Bachelor’s degree in Political Science, History, Pre-Law, Business, Economics, International Relations, or equivalent work experience in financial services. Foundational knowledge of financial services, with exposure to at least one area: retail banking, lending, payments, or investment banking. Strong research and analytical skills with the ability to interpret regulatory documents and distill complex information into actionable insights. Proven ability to engage with customers to present findings, share regulatory perspectives, and address questions. Excellent written and verbal communication skills for producing clear, concise, and accurate professional content. High attention to detail with a commitment to accuracy in data collection, analysis, and reporting. Proficiency in Google Workspace (Docs, Sheets, Slides) and online research tools/databases. Strong organizational skills, able to manage multiple priorities under tight deadlines. Collaborative mindset with experience working across teams and jurisdictions. Preferred Qualifications Law degree or advanced degree in financial services, law, or public policy. Spanish or Portuguese proficiency, or ability to use translation tools effectively to engage LATAM markets. Experience with a regulator, financial institution, consulting firm, or law firm specializing in financial service and/or consumer compliance. Curiosity and willingness to learn new regulatory frameworks, industry trends, and jurisdictional differences. #J-18808-Ljbffr
Business Analyst - Financial Services
Posted 21 days ago
Job Viewed
Job Description
The FX Connect Product team is seeking a Business Analyst. The individual will primarily be responsible for working with the Product Management team to develop and document detailed functional requirements from high-level business needs. The successful candidate must have strong written and verbal skills and the ability to work independently.
Job Responsibilities:
- Work with the product managers to take high-level business requirements and analyze and define functional requirements including constructing workflow charts, diagrams and screen mockups.
- Documentation of critical information shared during strategy, design, development, and release meetings.
- Administration of system documentation including product development schedules, release schedules, bug tracking, etc.
- Monitor project progress by tracking activity, resolving problems, publishing progress reports, and recommending actions.
- Maintain system protocols by writing and updating internal and external release notes as well as internal training and process materials.
- Communicate and collaborate effectively with many different team members across the business and technology areas.
- Facilitate and perform reviews of the product to ensure key business needs are sufficiently met and that there is consistency in the UI design across the platform.
- Bachelor's (BA/BS or University degree) degree required
- Demonstrated excellent written and oral communication skills.
- 3+ years of business analysis experience.
- Excellent prioritization and resource management skills
- Advanced skills with MS Office suite (including Excel, PowerPoint, Visio)
- Demonstrated skill driving results with imperfect information
- Strong analytical, communication, organization and interpersonal skills.
- Financial services industry experience. FX specifically a plus but not required
- Trading System Workflow and User Experience design experience a plus
- Detail oriented and self-motivated
#LI-JW1
Data Analyst, Financial Services
Posted 23 days ago
Job Viewed
Job Description
LOCATION: San Antonio, TX
DURATION: 5-6 months
RATE RANGE: $36-$46/hr
TOP 3 SKILLS:
• Proficient in SAP, Power Point, Visio, Access/Oracle Database, ARM, GIS, BI Reporting.
• Extensive knowledge and experience in Microsoft Excel, Tableau, or Alteryx.
• Proficient in programming with SQL, VBA, Python, R, or SAS.
Company:
Our client, is the nation's largest provider of electric and natural gas services.
JOB DESCRIPTION
Supports the stakeholder data analysis & reporting functions within the organization. Business activities will include all general responsibilities related to daily, weekly & month-end close processes, forecasting, detailed customer data review, analysis & reporting. Responsible for assisting/managing dashboard reporting processes as well as completing day to day analysis that provide the business units with quality information for decision making. Provides solutions to problems of varying scope and complexity - the duties will not always be standardized and will often be performed without appreciable direction.
Tasks and Responsibilities
• Analyze information - review historical data and trends with prior years. Work with analyst groups and management to explain analysis and assists/manages the month-end results and close process.
• Conduct and reconcile assigned as monitor for Risk mitigation activities and processes within Business Unit. Prepares reports and provides solutions as needed.
• Assist and manage the development of customer dashboards & reporting within organization.
• Conduct Executive Dashboard reconciling and reporting for Business Areas.
• Conduct and manage completion of annual Benchmarking data collection from system and various key stakeholders.
• Assist and manage the development of process improvements in for internal/external customers as it relates to customer data analysis and reporting.
• Assist and manage information requests related to customer data, historical information, and other business and financial needs. Prepares reports and provides solutions as needed.
• Assist with system, reporting & dashboard development and other related projects and initiatives.
• Prepare various customer analysis and modeling as requested in support of business decision making including but not limited to strategic, valuation, segment, trend analysis
• Prepare ad-hoc analysis related reports.
• Assist in customer reporting, data mapping, and systems integration
• Provide general training/specialized training to internal/external customers.
• Performs other duties as assigned.
Minimum Qualifications
• High School diploma or GED equivalent
• Well-developed written and verbal communication skills for interaction with all levels of personnel.
• Ability to meet goals and objectives with minimal direct supervision.
• Effective interpersonal and customer service skills.
• Active learning the fundamental concepts, practices and procedures of a particular field of specialization
• Ability to make recommendations and independent decisions.
• Ability to work in a team environment, coordinating with other areas to achieve goals and objectives.
• Using established procedures and working under immediate supervision, performs assigned tasks
• Core responsibilities focus on operational/tactical aspects of the organization and some administrative focus
• Well informed in current financial subjects, accounting and business environments
• Identify trends, advise company and recommend actions to senior analyst/program manager based on sound analysis
• Reconcile transactions by comparing and correcting data
• Outstanding presentation, reporting and communication skills
• Well informed in current customer related subjects, in addition to financial/accounting and business
Preferred Qualifications
• Bachelor's degree in Business Administration with concentration in Accounting or Finance OR equivalent experience in related field
• Proficient in SAP, Power Point, Visio, Access/Oracle Database, ARM, GIS, BI Reporting.
• Extensive knowledge and experience in Microsoft Excel, Tableau, or Alteryx.
• Proficient in programming with SQL, VBA, Python, R, or SAS.
• Proven working experience as a data analyst
• Strong skills and experience manipulating large accounts data to provide insight.
Working Environment
Indoor work, operating computer, manual dexterity, talking, hearing, repetitive motion. Use of personal computing equipment, telephone, multi?functioning printer and calculator. Ability to travel to and from meetings, training sessions or other business-related events.
Physical Demands
Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.
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Graduate Analyst, Financial Services
Posted today
Job Viewed
Job Description
Internship Responsibilities:
- Conduct in-depth financial analysis, including company valuations, industry research, and market trend analysis.
- Assist in the preparation of client presentations, pitch books, and other financial documentation.
- Support senior analysts and associates in deal execution and transaction management.
- Gather and analyze financial data from various sources, including financial statements, databases, and market reports.
- Develop financial models to support mergers and acquisitions, capital raising, and other strategic initiatives.
- Perform due diligence activities and assist in the risk assessment process.
- Monitor financial markets and economic indicators, providing regular updates to the team.
- Collaborate with colleagues across different departments to gain exposure to various aspects of the investment banking business.
- Contribute to team discussions and provide insights based on research and analysis.
- Adhere to all firm policies, procedures, and ethical standards.
- Assist in managing client relationships and responding to client inquiries.
- Participate in training sessions and workshops to enhance technical and professional skills.
- Gain exposure to different areas such as M&A, capital markets, and corporate finance.
Qualifications:
- Currently pursuing or recently completed a Bachelor's or Master's degree in Finance, Economics, Business, or a related quantitative field.
- Strong academic record with a minimum GPA of 3.5.
- Demonstrated interest in financial markets and investment banking.
- Excellent analytical, quantitative, and problem-solving skills.
- Proficiency in Microsoft Excel (including financial modeling) and PowerPoint.
- Strong written and verbal communication skills.
- Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
- High level of attention to detail and accuracy.
- Demonstrated ability to manage multiple tasks and meet deadlines.
- Proactive attitude and eagerness to learn.
- Previous internship experience in finance or a related field is a plus.
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Graduate Analyst - Financial Services
Posted 3 days ago
Job Viewed
Job Description
- Assisting senior analysts and bankers with financial modeling, valuation, and market research.
- Supporting deal execution teams by preparing presentations, pitch books, and client materials.
- Conducting industry and company-specific analysis to identify investment opportunities and risks.
- Performing data gathering and analysis for various financial transactions, such as mergers, acquisitions, and capital raises.
- Contributing to the development of client strategies and financial plans.
- Assisting with the preparation of reports, memorandums, and other financial documentation.
- Learning and applying various financial software and tools used within the firm.
- Participating in team meetings and contributing insights based on research and analysis.
- Developing a strong understanding of regulatory requirements and compliance standards in financial services.
- Networking with professionals across different divisions of the firm.
- Collaborating effectively with team members on assigned tasks and projects.
- Gaining exposure to different areas of financial services, including investment banking, research, and asset management.
- Currently pursuing or recently completed a Bachelor's or Master's degree in Finance, Economics, Business Administration, Mathematics, or a related quantitative field from a reputable university.
- Demonstrated strong academic performance.
- Excellent analytical, quantitative, and problem-solving skills.
- Proficiency in Microsoft Excel and PowerPoint.
- Familiarity with financial modeling and valuation techniques is a plus.
- Strong written and verbal communication skills.
- Ability to work effectively in a fast-paced, team-oriented environment.
- High level of motivation, attention to detail, and a strong work ethic.
- Professional demeanor and a genuine interest in financial services.
- Previous internship experience in finance or a related field is advantageous.
Junior Analyst - Financial Services
Posted 3 days ago
Job Viewed
Job Description
Responsibilities:
- Assist senior analysts and managers in data collection, analysis, and reporting.
- Prepare financial models, forecasts, and projections.
- Conduct market research and competitor analysis to support strategic decision-making.
- Support the development and implementation of new financial products and services.
- Monitor financial performance against targets and identify areas for improvement.
- Contribute to the preparation of presentations and reports for management and stakeholders.
- Ensure data accuracy and integrity in all analytical tasks.
- Collaborate with cross-functional teams to gather information and support project deliverables.
- Learn and apply various financial analysis tools and techniques.
- Participate in team meetings and provide insights based on analysis.
- Maintain organized and accessible records of all financial data and analyses.
- Support ad-hoc financial projects and assignments as they arise.
- Develop a deep understanding of financial regulations and compliance standards.
- Contribute to process improvement initiatives within the finance department.
- Stay updated on industry trends and best practices in financial analysis.
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field.
- Strong understanding of financial principles and accounting concepts.
- Proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, financial functions).
- Excellent analytical, problem-solving, and quantitative skills.
- Good written and verbal communication abilities.
- High level of attention to detail and accuracy.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Proactive attitude and eagerness to learn.
- Familiarity with financial databases and analytical software is a plus.
- A genuine interest in the financial services sector.
- Must be legally authorized to work in the US.
Graduate Analyst - Financial Services
Posted 3 days ago
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