6,406 Financial Research jobs in the United States

Join Cleveland Clinic's Main Campus where research and surgery are advanced, technology is leading-edge, patient care is world class and caregivers are family. Here, you will work alongside a passionate and dedicated team, receive endless support and appreciation, and build a rewarding career with one of the most respected healthcare organizations in the world.
Whether or not you serve in a clinical role, every member of the Cleveland Clinic team is a caregiver. In our Finance division, caregivers use their knowledge and skill every day to provide exceptional experiences for patients and their families. As a Research Financial Analyst, you will serve as the primary resource for operating units regarding the collection of data, analysis and evaluation of operational resources, services, programs, systems, budgets and procedures. You will support the collection and evaluation of operational resources, services, programs, systems, budgets and procedures through both standard and ad hoc reporting to meet enterprise needs.
This position provides opportunities for professional growth through a defined career ladder and the ability to take on roles that expand upon core accounting skills within the department.
**A caregiver in this role works days from 8:00 a.m. -- 5:00 p.m.**
**_This position will be onsite at Main Campus for the first 90 days, then transitions to a hybrid schedule._**
A caregiver who excels in this role will:
+ Analyze and evaluate operational and financial functions of administrative and operational units.
+ Analyze departmental resources, services, systems, budgets, and programs and prepare reports based on analysis.
+ Conduct comprehensive statistical analysis and evaluation of unit services and performance.
+ Identify program or service strengths, weaknesses, and financial impact and identify opportunities for service and program improvement.
+ Develop special reports and recommendations.
+ Provide input in the development of operational plans, procedures and systems.
+ Review and evaluate current procedures and systems and develop recommendations for improvements.
+ Maintain awareness of and comply with various regulatory guidelines (JCAHO, FDA, HIPAA, OSHA, etc.).
Minimum qualifications for the ideal future caregiver include:
+ Bachelor's degree in Business, Health Care Administration or a related field **and** two years of statistical analysis experience
+ **OR** a High School Diploma/GED **and** six years of experience
+ **OR** an Associate's Degree **and** four years of experience
+ **OR** a Master's Degree **and** one year of experience
+ Basic accounting skills
+ Basic computer skills such as Word and Excel
+ Analytical, communication and customer service skills
Preferred qualifications for the ideal future caregiver include:
+ Accounting background
Our caregivers continue to create the best outcomes for our patients across each of our facilities. Click the link and see how we're dedicated to providing what matters most to you: Requirements:**
+ Ability to perform work in a stationary position for extended periods
+ Ability to operate a computer and other office equipment
+ Ability to communicate and exchange accurate information
**Personal Protective Equipment:**
+ Follows standard precautions using personal protective equipment as required.
**Pay Range**
Minimum hourly: $22.85
Maximum hourly: $34.85
The pay range displayed on this job posting reflects the anticipated range for new hires. While the pay range is displayed as an hourly rate, Cleveland Clinic recruiters will clarify whether the compensation is hourly or salary. A successful candidate's actual compensation will be determined after taking factors into consideration such as the candidate's work history, experience, skill set, and education. This is not inclusive of the value of Cleveland Clinic's benefits package, which includes among other benefits, healthcare/dental/vision and retirement.
Cleveland Clinic Health System is pleased to be an equal employment employer: Women / Minorities / Veterans / Individuals with Disabilities

Our client is offering an exceptional opportunity for a motivated and intellectually curious recent graduate to join their esteemed team as a Junior Analyst in Salt Lake City, Utah, US . This entry-level position is perfect for individuals looking to launch a career in financial markets research. You will work under the guidance of experienced analysts, assisting in the collection, organization, and preliminary analysis of market data from various sources, including financial databases, news feeds, and company reports. Your contributions will be vital in supporting the research team's efforts to identify market trends, assess investment opportunities, and generate insightful reports. The ideal candidate will possess strong quantitative skills, a keen eye for detail, and a foundational understanding of economic principles and financial markets. This role requires a proactive approach to learning and a commitment to accuracy and timely execution of tasks. You will gain invaluable hands-on experience in a professional financial environment, developing essential skills in data analysis, research methodologies, and financial modeling. The position involves significant collaboration within the office environment to foster learning and team synergy.

Key Responsibilities:

• Assist in gathering financial data from reputable sources such as Bloomberg, Refinitiv, FactSet, and company filings.
• Perform data cleaning, validation, and organization to ensure accuracy and integrity for analysis.
• Conduct preliminary quantitative and qualitative research on market trends, economic indicators, and specific industries.
• Support senior analysts in building and maintaining financial models and valuation tools.
• Contribute to the creation of research reports, presentations, and market commentary.
• Monitor financial news and relevant industry publications for significant developments.
• Learn and apply various research methodologies and analytical techniques.
• Assist in ad-hoc research projects as assigned by the research team.
• Maintain organized records of research activities and data sources.
• Develop proficiency in using financial data terminals and analytical software.

Qualifications:

• Bachelor's degree in Finance, Economics, Mathematics, Statistics, or a related quantitative field.
• Strong academic record with a GPA of 3.5 or higher.
• Fundamental understanding of financial markets, investment principles, and economic concepts.
• Proficiency in Microsoft Excel, including advanced functions like pivot tables and VLOOKUPs.
• Excellent quantitative and analytical skills with a high level of accuracy and attention to detail.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team in an office setting.
• Eagerness to learn and a proactive attitude towards tasks.
• Familiarity with financial databases (e.g., Bloomberg, Refinitiv) is a plus.
• Prior internship experience in finance or a related field is advantageous.

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
2. Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
3. Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
4. Conduct independent industry assessments and company-specific research reports.
5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
Level-specific duties:
1. Works closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
2. Conducts research at several levels: macro, industry and individual companies
3. Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
4. Conducts financial and valuation analyses.
5. Formulates investment ideas.
6. Writes draft research commentary.
7. Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
8. Depending on experience of the Associate and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
9. May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
3. Minimum of 4 years of related work experience
4. Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
5. Advanced written and oral communication skills and teaming ability.
6. Strong analytical and sales skills
7. Proven ability to work well in a fast-paced, team-oriented environment
**Preferred Qualifications:**
1. Working towards CFA Designation.
2. 4+ years of related work related experience
- The annual base salary for this position in New York is $160,000
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

Under general supervision of the Clinical Research Budgets Manager, the Clinical Research Financial Analyst (CRFA-II) is responsible for financial planning, developing budgets, negotiating financial agreements with funding sources and vendors, and ensuring effective financial management throughout the lifecycle of Clinical Research studies. Handles moderately complex issues and problems and refers more complex issues to Senior Clinical Research Financial Analyst. In the absence of a Senior Clinical Research Financial Analyst this position refers to more complex issues to the Clinical Research Budgets Manager.
Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader in life changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high-risk and underserved populations. We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School-affiliated hospitals.
+ Reviews and interprets Medicare Coverage Analyses, corresponding protocols, and other applicable documents for budget builds and negotiations.
+ Responsible for Clinical Trial Management System (CTMS) budget builds and in a timely manner resolves budget build queries.
+ Collaborates with Clinical Research teams to understand study requirements and accurately project costs.
+ Prepares and presents detailed and accurate budgets for Clinical Research studies.
+ Leads study budget meetings with key stakeholders to ensure alignment.
+ Leads negotiations with funding sources, vendors, and other stakeholders to secure favorable budgets and financial terms and conditions.
+ Monitors, records, and communicates the progress of budget and financial terms and conditions negotiations to ensure key stakeholders are maintained informed on an on-going basis.
+ Collaborates with contracts team to ensure budgets and financial terms and conditions are clearly defined and agreed upon in a timely manner.
+ Develops cost projections for various study phases and ensures alignment with contracts and budgets.
+ Monitors and controls study budgets to ensure expenditures align with approved budgets and cost projections.
+ Manages and processes amendments to budgets and financial terms and conditions as necessary to accommodate changes in study scope or requirements.
+ Builds study specific CTMS financial tracking and works closely with Clinical Research Accounting and study teams to ensure financial activity is up to date.
+ Works closely with study teams and Clinical Research Finance teams to address financial inquiries and support study-related financial management through regular meetings and communications.
+ Partners with key stakeholders in Clinical Research Accounting to enhance revenue collection.
+ Prepares and presents Disease Center study financial reports, forecasts, and analyses.
+ Organizes and maintains the Clinical Research Budgets Office central e-mail box; responds in a timely manner to applicable study financial e-mail communications.
+ Maintains accurate and organized budgets, financial agreements and transactions, reconciliations, and supporting documentation for audits and general financial reporting.
+ Identifies opportunities for process improvements and efficiencies in Clinical Research study budgeting procedures.
+ Implements best practices and contributes to the development of financial management policies and procedures.
+ Handles moderately complex issues and problems and refers more complex issues to higher level Clinical Research Budget Office team members.
+ Works independently to identify and resolve opportunities for optimizing assigned Clinical Research study budgets. This includes conducting detailed financial analyses, identifying discrepancies or inefficiencies, and implementing solutions to ensure budgets are in alignment with study objectives and regulatory requirements.
+ May provide leadership, coaching, and/or mentoring to junior Clinical Research Budgets Office team members.
+ Bachelor's degree in business or related field required.
+ 2 years of financial management experience required.
+ Previous clinical research experience preferred.
**KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:**
+ Knowledge of the clinical trials lifecycle required.
+ Excellent written and verbal communication skills.
+ Strong analytical and problem- solving skills.
+ Excellent communication skills and organizational abilities are essential.
+ Knowledge of computer applications (Excel, Word, Access) is essential.
+ Ability to navigate various finance software in order to write and put together reports and spreadsheets.
+ Knowledge of and experience in financial system applications and software.
+ Ability to work effectively and independently managing tasks in a fast-paced environment.
+ Analytical and problem-solving abilities with the ability to manipulate and understand complex information.
+ Effective organizational and time management skills with proven ability to meet deadlines.
**Pay Transparency Statement**
The hiring range is based on market pay structures, with individual salaries determined by factors such as business needs, market conditions, internal equity, and based on the candidate's relevant experience, skills and qualifications.
For union positions, the pay range is determined by the Collective Bargaining Agreement (CBA)
$75,100 - $84,500
At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong. As relentless as we are in our mission to reduce the burden of cancer for all, we are committed to having faculty and staff who offer multifaceted experiences. Cancer knows no boundaries and when it comes to hiring the most dedicated and compassionate professionals, neither do we. If working in this kind of organization inspires you, we encourage you to apply.
Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other characteristics protected by law.
**EEOC Poster**

Our team members are the heart of what makes us better.
At **Hackensack Meridian** **_Health_** we help our patients live better, healthier lives - and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It's also about how we support one another and how we show up for our community.
Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change.
The **Research Financial Analyst II** is responsible for providing support in the preparation of all financial aspects of grant and clinical trial reporting which include, preparation of budgets for grant / clinical trial applications, general ledger grant/clinical trial revenue and expense analysis, submission of monthly, quarterly, and/or annual grant/clinical trial expense reports, working with auditors during the year end Uniform Guidance audit and other requirements as outlined in detail below.
***This is a remote position that requires you to be in the office once a month.**
**Education, Knowledge, Skills and Abilities Required:**
+ Bachelor's degree in Finance/Accounting.
+ Minimum of 4 years of experience in accounting or in a related area.
+ Strong analytical and problem solving skills.
+ Excellent communication skills.
If you feel that the above description speaks directly to your strengths and capabilities, then please apply today!

Minimum rate of $95,555.20 Annually
HMH is committed to pay equity and transparency for our team members. The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package.
The starting rate of pay is provided for informational purposes only and is not a guarantee of a specific offer. Posted hourly rates may be stated as an annual salary in the offer and posted annual salaries may be stated as an hourly rate in the offer, depending on the level and nature of the job duties and credentials of the candidate. The base compensation determined at the time of the offer may be different than the posted rate of pay based on a number of non-discriminatory factors, including but not limited to:
+ Labor Market Data: Compensation is benchmarked against market data to ensure competitiveness.
+ Experience: Years of relevant work experience.
+ Education and Certifications: Level of education attained, including specialized certifications, credentials, completed apprenticeship programs or advanced training.
+ Skills: Demonstrated proficiency in relevant skills and competencies.
+ Geographic Location: Cost of living and market rates for the specific location.
+ Internal Equity: Compensation is determined in a manner consistent with compensation ranges for similar roles within the organization.
+ Budget and Grant Funding: Departmental budgets and any grant funding associated with the job position may impact the pay that can be offered.
Some jobs may also be eligible for performance-based incentives, bonuses, or commissions not reflected in the starting rate. Certain positions may also be eligible for shift differentials for work performed on evening, night, or weekend shifts.
In addition to our compensation for full-time and part-time (20+ hours/week) job positions, HMH offers a comprehensive benefits package, including health, dental, vision, paid leave, tuition reimbursement, and retirement benefits.
HACKENSACK MERIDIAN HEALTH (HMH) IS AN EQUAL OPPORTUNITY EMPLOYER
All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, sex, sexual orientation, gender identity or expression, pregnancy, breastfeeding, genetic information, refusal to submit to a genetic test or make available to an employer the results of a genetic test, atypical hereditary cellular or blood trait, national origin, nationality, ancestry, disability, marital status, liability for military service, or status as a protected veteran.

Our team members are the heart of what makes us better.
At **Hackensack Meridian** **_Health_** we help our patients live better, healthier lives - and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It's also about how we support one another and how we show up for our community.
Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change.
The **Research Financial Analyst II** is responsible for providing support in the preparation of all financial aspects of grant and clinical trial reporting which include, preparation of budgets for grant / clinical trial applications, general ledger grant/clinical trial revenue and expense analysis, submission of monthly, quarterly, and/or annual grant/clinical trial expense reports, working with auditors during the year end Uniform Guidance audit and other requirements as outlined in detail below.
**Education, Knowledge, Skills and Abilities Required:**
+ Bachelor's degree in Finance/Accounting.
+ Minimum of 4 years of experience in accounting or in a related area.
+ Strong analytical and problem solving skills.
+ Excellent communication skills.
If you feel that the above description speaks directly to your strengths and capabilities, then please apply today!

Minimum rate of $95,555.20 Annually
HMH is committed to pay equity and transparency for our team members. The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package.
The starting rate of pay is provided for informational purposes only and is not a guarantee of a specific offer. Posted hourly rates may be stated as an annual salary in the offer and posted annual salaries may be stated as an hourly rate in the offer, depending on the level and nature of the job duties and credentials of the candidate. The base compensation determined at the time of the offer may be different than the posted rate of pay based on a number of non-discriminatory factors, including but not limited to:
+ Labor Market Data: Compensation is benchmarked against market data to ensure competitiveness.
+ Experience: Years of relevant work experience.
+ Education and Certifications: Level of education attained, including specialized certifications, credentials, completed apprenticeship programs or advanced training.
+ Skills: Demonstrated proficiency in relevant skills and competencies.
+ Geographic Location: Cost of living and market rates for the specific location.
+ Internal Equity: Compensation is determined in a manner consistent with compensation ranges for similar roles within the organization.
+ Budget and Grant Funding: Departmental budgets and any grant funding associated with the job position may impact the pay that can be offered.
Some jobs may also be eligible for performance-based incentives, bonuses, or commissions not reflected in the starting rate. Certain positions may also be eligible for shift differentials for work performed on evening, night, or weekend shifts.
In addition to our compensation for full-time and part-time (20+ hours/week) job positions, HMH offers a comprehensive benefits package, including health, dental, vision, paid leave, tuition reimbursement, and retirement benefits.
HACKENSACK MERIDIAN HEALTH (HMH) IS AN EQUAL OPPORTUNITY EMPLOYER
All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, sex, sexual orientation, gender identity or expression, pregnancy, breastfeeding, genetic information, refusal to submit to a genetic test or make available to an employer the results of a genetic test, atypical hereditary cellular or blood trait, national origin, nationality, ancestry, disability, marital status, liability for military service, or status as a protected veteran.

Our team members are the heart of what makes us better.
At **Hackensack Meridian** **_Health_** we help our patients live better, healthier lives - and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It's also about how we support one another and how we show up for our community.
Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change.
The **Research Financial Analyst II** is responsible for providing support in the preparation of all financial aspects of grant and clinical trial reporting which include, preparation of budgets for grant / clinical trial applications, general ledger grant/clinical trial revenue and expense analysis, submission of monthly, quarterly, and/or annual grant/clinical trial expense reports, working with auditors during the year end Uniform Guidance audit and other requirements as outlined in detail below.
**Education, Knowledge, Skills and Abilities Required:**
+ Bachelor's degree in Finance/Accounting.
+ Minimum of 4 years of experience in accounting or in a related area.
+ Strong analytical and problem solving skills.
+ Excellent communication skills.
If you feel that the above description speaks directly to your strengths and capabilities, then please apply today!

Minimum rate of $95,555.20 Annually
HMH is committed to pay equity and transparency for our team members. The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package.
The starting rate of pay is provided for informational purposes only and is not a guarantee of a specific offer. Posted hourly rates may be stated as an annual salary in the offer and posted annual salaries may be stated as an hourly rate in the offer, depending on the level and nature of the job duties and credentials of the candidate. The base compensation determined at the time of the offer may be different than the posted rate of pay based on a number of non-discriminatory factors, including but not limited to:
+ Labor Market Data: Compensation is benchmarked against market data to ensure competitiveness.
+ Experience: Years of relevant work experience.
+ Education and Certifications: Level of education attained, including specialized certifications, credentials, completed apprenticeship programs or advanced training.
+ Skills: Demonstrated proficiency in relevant skills and competencies.
+ Geographic Location: Cost of living and market rates for the specific location.
+ Internal Equity: Compensation is determined in a manner consistent with compensation ranges for similar roles within the organization.
+ Budget and Grant Funding: Departmental budgets and any grant funding associated with the job position may impact the pay that can be offered.
Some jobs may also be eligible for performance-based incentives, bonuses, or commissions not reflected in the starting rate. Certain positions may also be eligible for shift differentials for work performed on evening, night, or weekend shifts.
In addition to our compensation for full-time and part-time (20+ hours/week) job positions, HMH offers a comprehensive benefits package, including health, dental, vision, paid leave, tuition reimbursement, and retirement benefits.
HACKENSACK MERIDIAN HEALTH (HMH) IS AN EQUAL OPPORTUNITY EMPLOYER
All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, sex, sexual orientation, gender identity or expression, pregnancy, breastfeeding, genetic information, refusal to submit to a genetic test or make available to an employer the results of a genetic test, atypical hereditary cellular or blood trait, national origin, nationality, ancestry, disability, marital status, liability for military service, or status as a protected veteran.

We are seeking a **_Sr. Financial Analyst_** who will perform complex analysis and planning to assist management in establishing and controlling budgets, setting financial goals, making projections and meeting fiscal objectives. Performs financial and planning activities in support of various functions, e.g., budgeting, financial planning, revenue and expenditure monitoring against budget, reconciliations and changes, and consolidation. Extracts financial data from various accounting and information systems and generates reports. Performs complex statistical cost and financial analysis of reports and data and prepares reports for management to improve financial performance and compliance. Provides data-based recommendations on critical financial business decisions.
**Specific Duties & Responsibilities**
+ Interpret data, and review data prepared by others, to evaluate and determine past financial performance and/or make financial projections and assist management in making overall business decisions.
+ Analyze, coordinate and consolidate departmental financial information for the development of the department/divisional annual operating and/or capital budgets and five-year plan.
+ Analyze, extract, and define relevant complex financial data; plan and conduct complex studies to determine cost and financial results of business activities and improve the operational and financial effectiveness of the unit, department, or division. Review financial needs and explore alternative financing methods.
+ Make budget adjustments and implement cost improvement measures. Use appropriate cost rates, such as indirect and benefit rates for proposed budgets. Prepare and present budget proposals to senior management.
+ Create financial systems, structures, and controls for a variety of processes that provide tracking, validation, and reporting. Implement quality control and process improvements for overall business process.
+ Review proposed operating and financial plans, including proposed program increases, estimated costs and expenses to finance proposed programs. Recommend course of action to improve financial performance.
+ Evaluate and analyze capital expenditures proposals, profit plans, operating records and financial statements.
+ Oversee moderately complex to complex budget accounts. Provide oversight for the expenditure of funds, ensuring that funds are expended appropriately and advise stakeholders on required action to resolve funding shortfalls.
+ Keep abreast of laws and regulations that impact compliance and act as a resource for administrative and financial staff.
+ Utilize comprehensive knowledge of applicable laws and regulations and the university's financial accounting system to ensure internal and external compliance.
+ Use various software applications, such as spreadsheets, relational databases, statistical packages, and graphics packages to assemble, manipulate and/or format data and/or reports.
+ Other duties as assigned.
**Technical Qualifications & Specialized Certifications**
+ Strong analytical and modeling capabilities, including extensive knowledge of Microsoft Office products
**Technical Skills & Expected Level of Proficiency**
+ Analytical Skills - Intermediate
+ Budgeting - Intermediate
+ Data Extraction and Reporting - Intermediate
+ Financial Analysis and Reporting - Intermediate
+ Financial Controls - Intermediate
+ Financial Planning - Intermediate
+ Financial Software - Intermediate
+ Regulatory Compliance - Intermediate
+ Statistical Analysis for Finance - Intermediate
_The core technical skills listed are most essential; additional technical skills may be required based on specific division or department needs._
**Minimum Qualifications**
+ Bachelor's Degree in Finance, Accounting, Business or related field.
+ Five years of progressively responsible related financial experience.
+ Additional education may substitute for required experience and additional related experience may substitute for required education beyond a high school diploma/graduation equivalent, to the extent permitted by the JHU equivalency formula.
Classified Title: Sr. Financial Analyst
Role/Level/Range: ATP/04/PD
Starting Salary Range: $62,900 - $110,100 Annually (Commensurate w/exp.)
Employee group: Full Time
Schedule: Monday - Friday / 8:30am-5pm
FLSA Status: Exempt
Location: School of Medicine Campus
Department name: Research Animal Resources
Personnel area: University Administration
The listed salary range represents the minimum and maximum Johns Hopkins University offers for this position, based on a good faith estimate at the time of posting. Actual compensation will vary depending on factors such as location, skills, experience, market conditions, education, and internal equity. Not all candidates will qualify for the highest salary in the range.
Johns Hopkins provides a comprehensive benefits package supporting health, career, and retirement. Learn more: Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
EEO is the Law

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Publish proprietary equity research in industries aligned to the firm's Banking sectors exhibiting the firm's expertise in the sector.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Creating and publishing proprietary equity research content in designated industry with stock recommendations (Buy, Hold, Sell) to institutional buy-side clients.
2. Conduct due diligence and provide industry expertise for capital markets equity transactions and responsible for initiating C-suite corporate access resources to institutional equity clients.
3. Responsible for initiating C-suite corporate access resources to institutional equity clients including non- deal roadshows, conferences, field trips, bus tours, and conference calls.
4. Conduct independent industry assessments and company-specific research reports.
5. Involvement with corporate client relationships at the highest C- Level (CEO, President, COO, CFO, Director of Strategy, etc)
Level-specific duties:
1. Works closely with senior analyst in the research production process as well as with the supervisory analysts in the publication process.
2. Conducts research at several levels: macro, industry and individual companies
3. Builds models at the industry and company level, including market and market share forecasts, revenue, EPS, and cash flow forecasts at the company level.
4. Conducts financial and valuation analyses.
5. Formulates investment ideas.
6. Writes draft research commentary.
7. Depending on experience and the needs of the individual analyst, may work closely with Capital Markets, sales, and trading to help leverage the analyst's research product into the institutional client base.
8. Depending on experience of the Associate and the needs of the individual senior analyst, may maintain active dialog with representatives of covered companies.
9. May work closely with institutional buyside clients to help leverage the analyst's research product, depending on experience and the needs of the individual analyst.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. BA/BS degree
2. Licenses Required: the SIE and the 7 Top Off (or Series 7 for those licensed prior to October 2019), Series 63, Series 87 and either the Series 86 or a FINRA waiver for those who have completed CFA II.
3. Minimum of 4 years of related work experience
4. Mastery of financial and accounting concepts to facilitate the creation of in-depth financial models.
5. Advanced written and oral communication skills and teaming ability.
6. Strong analytical and sales skills
7. Proven ability to work well in a fast-paced, team-oriented environment
**Preferred Qualifications:**
1. Working towards CFA Designation.
2. 4+ years of related work related experience
- The annual base salary for this position in New York is $160,000
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( ( Right to Work (