Corten Real Estate Management LLC ( ************************ ) is recruiting an Analyst - Investments to support all aspects of the firm's investment and portfolio management processes, from initial deal due diligence/analysis through asset disposition. This role is built for someone who wants hands-on responsibility from day one and the ability to materially influence investment outcomes (sourcing, underwriting, asset management, dispositions) in an entrepreneurial environment. Culture fit matters at Corten - we are in-office, highly collaborative and competitive problem solvers.
Duties & Responsibilities:
Complete underwriting, market analyses, due diligence and financial analyses
Assist in the due diligence process for new investments across all aspects of the transaction, including physical, financial, legal and operational reviews
Assist is asset management
Prepare investment memoranda for new acquisitions as well as asset dispositions; prepare other documents required by the firm's investment committee and assist in the compilation of meeting minutes
Develop/update valuation models, monitor investments and participate in asset management
Conduct market research to identify potential target markets for new investment opportunities
Develop marketing and reporting presentations, fundraising collateral, other research reports, and special projects
Highlights:
• Broad capital stack exposure: Common equity, participating preferred equity, mezzanine / subordinate debt and stretch senior loans
• Active deal velocity: Corten is actively targeting value-add acquisitions, special situations, and structured recapitalizations
• High-impact seat: Work directly with senior team members across underwriting, market research, due diligence, and portfolio strategy development
• Visibility & upward mobility: Lean team structure where performance is noticed and rewarded
Qualifications:
Bachelor's degree - business, finance, economics or real estate emphasis preferred
2+ years in real estate private equity, investment banking, or structured finance
Multifamily or credit experience preferred, but not required if skillset is sharp and mentality is entrepreneurial
Exceptional quantitative and analytical skills, with a high degree of attention to detail
Ability to communicate (orally and in writing) in a highly professional manner
Must possess Office 365 platform skills and demonstrate advanced proficiency in Microsoft Excel
Must be a highly organized self-starter that functions well in a team of multi-taskers
$74k-126k yearly est. 19h ago
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Data Analyst
Old Republic Specialty Insurance Underwriters 4.5
Associate analyst job in Yardley, PA
Title: Data Analyst - Actuarial Support
Reports To: VP, Actuary
Department: Actuary
Classification: Full-Time/Exempt
Who We Are:
Old Republic is a leading specialty insurer that operates diverse property & casualty and title insurance companies. Founded in 1923 and a member of the Fortune 500, we are a leader in underwriting and risk management services for business partners across the United States and Canada. Our specialized operating companies are experts in their fields, enabling us to provide tailored solutions that set us apart.
Old Republic Specialty Insurance Underwriters (ORSIU) is part of Old Republic International Corporation. We offer insurance and reinsurance spanning most lines of business, and partner with specialists who are committed to providing the highest levels of service with the products necessary to meet the unique needs of the Alternative Risks, Specialty Programs and Excess Casualty marketplace.
Position Overview:
The Data Analyst will assist the actuarial department by gathering, analyzing, and interpreting relevant data sources in support of pricing, reserving, filing, reporting, and other business needs. Note that this role is not a part of the actuarial exam program.
Essential Job Functions:
Collaborate with cross functional teams to improve data and automate reports where appropriate.
Use analytics to spot trends, dependencies, and patterns.
Acquiring and compiling structured and unstructured data while verifying its quality, accuracy, and reasonableness.
Support actuarial department in responding to corporate/regulatory requests (state data calls, etc.), from determining requirements to data preparation to final exhibit creation.
Align with operations team as part of ongoing system development/enhancements while enhancing data availability within the organization.
Qualifications:
Degree in Business, Computer Science or another related field.
A minimum 2 years of P/C insurance experience is preferred.
Strong analytical and problem-solving skills as well as solid oral and written communication skills
Technical expertise in Microsoft Excel required; experience with Access, SQL, VBA, or other programming languages.
ORI is an Equal Opportunity Employer. ORI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$67k-81k yearly est. 3d ago
Data Governance & Metadata Analyst
Pride Health 4.3
Associate analyst job in Philadelphia, PA
Pride Health is looking a Data Governance & Metadata Analyst to support our client's medical facility which in Philadelphia, PA (Onsite)
Title :: Data Governance & Metadata Analyst
Duration :: 10 + Month Contract with possibility of extension depends on your performance
Rate :: $70 to 80/hr
Job Summary:
General Description:
We are looking a highly skilled Data Governance & Metadata Analyst to serve as a liaison between technical teams and business stakeholders. This role is responsible for translating complex technical concepts related to metadata, governance, and reporting into clear, business-friendly documentation for the enterprise data catalog (Gene). The ideal candidate will support metadata completeness, advance governance initiatives, and improve transparency across core data domains
Key Responsibilities
Data Documentation & Translation
Interpret and simplify complex technical concepts related to data assets, data lineage, reporting logic, and transformations for inclusion in the enterprise data catalog.
Translate technical data rules into clear, actionable language for business and operational teams.
Consolidate and summarize data rules for core domains (e.g., patient, provider) to ensure easy access for stakeholders.
Create clear, user-friendly documentation explaining complex data processes in business terms.
Define documentation standards and certification processes to ensure data quality and reliability.
Ensure consistency, accuracy, and completeness of metadata and definitions across the data catalog.
Metadata & Catalog Management
Partner with Data Engineering and Data Analytics teams to document core and semantic tables in production.
Identify gaps in existing metadata and collaborate with stakeholders to remediate them.
Support enterprise metric documentation, including:
Identifying and documenting enterprise metrics
Creating frameworks to link related or similar metrics
Retiring or remediating metrics without defined ownership
Data Governance & Compliance
Support data governance initiatives by maintaining transparency and traceability in data documentation.
Collaborate with Research and Privacy teams to document PHI and PII handling guidelines for external data sharing.
Create and maintain data policies for restricted data across the enterprise ecosystem.
Partner with stakeholders to support and operationalize Data Retention policies in alignment with enterprise standards.
Develop artifacts and documentation that make enterprise data initiatives accessible to both technical and business teams.
Ensure governance policies are actionable, consistently applied, and linked to global enterprise policies.
Required Skills & Qualifications
Strong understanding of data management principles, including metadata, data quality, and reporting concepts.
Proven ability to translate technical concepts into clear, concise, business-friendly documentation.
Excellent communication and collaboration skills to work across technical and non-technical teams.
Experience writing high-quality technical and business documentation.
Bachelor's Degree (required).
Benefits
Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.
Equal Opportunity Employer
As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.
$51k-72k yearly est. 4d ago
Real Estate Analyst
Robert Half 4.5
Associate analyst job in Exton, PA
Financial Analyst - Real Estate Investments
Salary + Cash Bonus + Equity
We're seeking a motivated and detail-oriented Financial Analyst to join a dynamic team focused on identifying, analyzing, and supporting strategic real estate investment opportunities. This role offers exposure to complex financial modeling, market research, and investment decision-making across a variety of property types.
What You'll Do:
Build detailed financial projections and cash flow models using Excel and ARGUS to support investment opportunities.
Conduct market research and analysis to inform assumptions for potential acquisitions and development projects.
Prepare comprehensive investment briefs and present findings to senior leadership for review and approval.
Collaborate with internal teams, regional offices, brokers, consultants, and other external partners to verify data and assumptions.
Contribute to annual investment budgets and strategic planning initiatives.
Maintain accurate tracking of investment pipelines, reports, and internal databases.
Travel occasionally to support due diligence and site evaluations.
What We're Looking For:
Bachelor's degree in Finance, Accounting, Economics, or related field.
1-2 years of experience in finance, real estate, or investment analysis preferred.
Strong understanding of financial modeling concepts, including cash flow, IRR, DCF, and yield analysis.
Experience with ARGUS and advanced Excel modeling is highly desired.
Excellent written and verbal communication skills, with strong attention to detail.
Comfortable collaborating across teams and managing multiple priorities simultaneously.
Why You'll Love It Here:
Opportunity to work on high-impact real estate investment projects.
Exposure to senior leadership and strategic decision-making processes.
Collaborative, fast-paced environment that values curiosity, accuracy, and analytical thinking.
If you're passionate about real estate finance and enjoy diving into numbers to uncover opportunities, we'd love to hear from you!
$62k-104k yearly est. 19h ago
Business Data Analyst
Infotek Consulting Services Inc.
Associate analyst job in Mount Laurel, NJ
This role must be on W2 - No third party recruiters or subvending permitted
Business Analyst V - Data Governance
Positions: 2
We are seeking Business Analysts to support Financial Crime Risk Management (FCRM) initiatives focused on Data Governance and Data Quality. This role will support both new project delivery and BAU, working closely with IT and business teams to strengthen data lineage, controls, and issue management in a regulated financial services environment.
This role is best suited for candidates with direct, hands-on experience in all required skills and aligned to the stated experience level (5+ years). Overqualified profiles are not being targeted.
Key Responsibilities
Partner with data stewards, IT, and business teams to define and document key data quality metrics
Investigate data quality issues and support root cause analysis
Monitor and support adherence to data governance policies, standards, and procedures
Support metadata management, data cataloging, and automation of data controls
Gather and document business and technical requirements related to data governance and controls
Produce reporting and insights related to data quality and issue management
Must-Have Qualifications
5+ years of hands-on experience in Data Governance and Compliance
Strong experience with Data Lineage and metadata concepts
Proficiency in SQL for data analysis and issue investigation
Proven experience in requirements gathering and reporting within regulated environments
Experience within Banking or Financial Services, ideally in Compliance or Financial Crime domains
Nice-to-Have
MS Azure
Agile delivery and JIRA/Confluence
Tableau or similar reporting tools
Soft Skills
Strong written and verbal communication
Detail-oriented with a structured, analytical approach
Able to work effectively in a collaborative team environment
Why This Role
High-impact role within Financial Crime and Data Governance transformation
Exposure to enterprise-wide data controls and compliance initiatives
Strong project visibility with hands-on ownership
Right-sized role aligned to practical, applied experience
$76k-104k yearly est. 2d ago
Head of Pricing & Analytics - Middle Market
AXA Group 4.9
Associate analyst job in Exton, PA
An insurance and risk management firm is seeking a Head of Pricing in Hartford, Connecticut. This role involves driving pricing capabilities across Middle Market Americas and leading a high-performing team. The ideal candidate has extensive actuarial pricing experience, demonstrates strong business acumen, and possesses leadership skills. Responsibilities include ensuring pricing compliance, collaborating with various teams, and influencing leadership decisions. Join a firm committed to inclusion, sustainability, and innovative risk solutions.
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$60k-74k yearly est. 2d ago
Senior FP&A Analyst
Atlantic Group 4.3
Associate analyst job in Philadelphia, PA
Job Overview - Senior FP&A Analyst (Remote)
Compensation: $100,000 - $140,000/year + bonus
Schedule: Monday to Friday (Remote)
Atlantic Group is hiring a Senior FP&A Analyst (Remote) for our client, supporting financial planning and analysis, budgeting, forecasting, and performance reporting. In this remote role, you will lead FP&A initiatives, develop financial models, and deliver insights that drive strategic decision-making across the organization. You will partner closely with senior leadership and cross-functional teams while leveraging Excel and QuickBooks to support accurate reporting and scalable financial processes.
Responsibilities as the Senior FP&A Analyst (Remote):
Budgeting & Forecasting: Lead the annual budgeting process and support rolling forecasts and long-range financial planning aligned with business objectives.
Financial Modeling & Scenario Analysis: Develop and maintain financial models to support forecasting, scenario planning, and strategic decision-making.
Performance & Variance Analysis: Analyze actual results versus budget and forecast, clearly explaining performance drivers, risks, and opportunities to leadership.
Financial Reporting & Dashboards: Prepare and deliver accurate monthly and quarterly reports, dashboards, and executive summaries for senior management.
Business Partnership & Insights: Partner with cross-functional leaders to identify trends, optimize cost and pricing strategies, and translate financial data into actionable recommendations.
Qualifications for the Senior FP&A Analyst (Remote):
Education: Bachelor's degree in Accounting, Finance, Economics, or a related field required.
Experience: Minimum of 4 years of FP&A experience focused on budgeting, forecasting, and financial analysis, with managed services or technology experience preferred.
Industry Knowledge: Solid understanding of financial planning, management reporting, and business performance analysis, with private equity-backed environments preferred.
Technical Skills: Advanced Excel proficiency is required, with hands-on experience using QuickBooks and exposure to additional financial systems or BI tools preferred.
Skills & Attributes: Highly analytical professional with strong communication and problem-solving skills, the ability to support senior leadership including the CFO and CEO, and a proactive, integrity-driven mindset.
Location Requirement: Must be located in or near the Philadelphia area and available for occasional in-person meetings.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
ID #47736
$100k-140k yearly 2d ago
Fleet Analyst
Aramark Corp 4.3
Associate analyst job in Philadelphia, PA
Reporting to the Sr. Mgr of Fleet, this role supports the daily operations, financial oversight, and performance optimization of the company's vehicle fleet. This role manages & supports key fleet programs including fuel, rentals, tolls, licensing/registrations, maintenance and collision management to ensure accuracy, cost control and operational efficiency. The ideal candidate is analytical, organized and comfortable working with data, vendors and internal stakeholders.
Job Responsibilities
Key Responsibilities
Collect and analyze large datasets from vendor platforms and/or other sources to identify trends, optimize fleet performance and enhance safety measures.
Works in close partnership with the Fleet Manager to support remarketing activities and asset management reporting
Manages daily Fleet Services email intake and supports field operators with timely responses.
Develop and maintain KPI reports, dashboards and visualizations to provide actionable insights for cost savings and process improvements for the following programs:
Fuel Program Management:
Manage the company's fuel program by monitoring fuel transactions for accuracy, fraud and policy compliance.
Analyze fuel usage trends and identify opportunities to reduce cost and improve efficiency.
Work with vendors to resolve discrepancies and maintain accurate billing.
Prepare regular reports on fuel spend to identify cost-savings opportunities and recommend process improvements.
Rental Program Management:
Coordinate short-term and long-term rentals to support operational needs - verify/approve rental drivers.
Maintain relationships with rental providers to ensure availability, competitive pricing, and service quality.
Track rental utilization, cost and return schedules to avoid unnecessary charges.
Prepare regular reports on rental usage to identify cost-savings opportunities and recommend process improvements.
Toll Program/Violations Management
Oversee toll accounts and billing for all fleet vehicles.
Reconcile toll charges and investigate anomalies or violations
Prepare regular reports on toll activity to identify cost-savings opportunities and recommend process improvements.
Accident Program Management
* Track claims, repair timelines and associated cost.
* Prepare regular reports on accident trends to identify cost-savings opportunities and recommend process improvements.
Maintenance Program Management:
Monitor preventative maintenance schedules and ensure timely service for all fleet vehicles.
Analyze maintenance spend, identify cost-saving opportunities, and track vendor performance.
Support warranty claims and recalls.
Prepare Maintenance KPI financial reports for all lines of businesses.
Licensing & Registration Management:
* Generate and distribute monthly reports to field location detailing upcoming license and registration expirations.
* Notify field teams of any inspections required to maintain vehicle licensing compliance.
Qualifications
A bachelor's degree or equivalent experience is required.
Minimum 1 year of fleet management experience.
Critical thinking - ability to break down complex problems and evaluate information objectively.
Microsoft Excel proficiency (pivot tables, formulas, data cleaning)
Understanding of KPIs and how they connect to business goals
Data visualization (Power BI, Tableau or similar tools)
Strong data analysis skills with proficiency in excel and fleet management systems
Excellent organizational skills and problem-solving abilities.
Ability to communicate effectively with vendors and internal stakeholders
Detail-oriented with a focus on accuracy and cost control.
Ability to work and think independently, possessing sound problem-solving and analytical skills.
Responsive and client-service focused.
Willingly accepts additional responsibility, challenging tasks, and/or projects.
Excellent interpersonal, communication, and presentation skills
Fully proficient in MS Office applications such as Word, Excel, Outlook, and Teams; experience with PowerPoint and Smartsheet a plus.
Benefits
Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Additional benefits may include retirement savings plans like 401(k) and paid days off such as parental leave and disability coverage. Benefits vary by location and are subject to any legal requirements or limitations, employee eligibility status, and where the employee lives and/or works. For more information about Aramark benefits, click here Aramark Careers - Benefits & Compensation.
Generous PTO, Vacation and 9 paid holidays
Volunteer days, community partnerships, Employee Assistance Program
Employee discounts on select services and products
Your choice of three medical plan tiers, two carriers to choose from
Adoption Assistance & Paid Parental Leave
Tuition Funding Sources and Scholarship Programs
Retirement plan (401K or SIRP for those eligible) with match on annual contributions
About Aramark
Our Mission
Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.
At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.
About Aramark
The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at ***************************** or connect with us on Facebook, Instagram and Twitter.
Nearest Major Market: Philadelphia
$59k-76k yearly est. 3d ago
Student - Institutional Research Analyst
Ursinus College 4.4
Associate analyst job in Collegeville, PA
Classification: Exempt
Reporting: Vice President for Academic Affairs/Dean of the College
The Director leads the Office of Institutional Research and Effectiveness which is responsible for coordinating a comprehensive program of institutional research supporting college-wide planning, assessment, research initiatives, data governance and accreditation.. The office provides information and analyses to support decision- making; responds to data and information requests from internal and external constituents; promotes institutional effectiveness practices and effective data management processes through education and collaboration; and facilitates efforts within the campus community to improve the student experience.
Specific Responsibilities:
• Oversees the College's external reporting, internal reporting and analysis in
support of institutional assessment, planning, and decision-making.
• Contributes to the college-wide integration of meaningful assessment processes and practices in support of student learning and institutional effectiveness.
• Coordinates the administration and utilization of all institution-wide surveys and studies related to institutional assessment (e.g. BCSSE, NSSE, HEDS)
• Serves as central resource for institutional data and a key partner in the development and monitoring of strategic indicators.
• Assists campus constituencies in using and interpreting institutional data
o Identifying information needs and assisting stakeholders in asking the right questions
o Collect, analyze, interpret and report data and information
o Planning, assessment, evaluation
o Data governance and standards; data quality and appropriate
interpretation
o Promoting use of data and information for decision making; education and coaching around data literacy
• Advises the President and senior staff on data needs for planning and evaluation purposes and on developments in the external environment that have a bearing on the institution's mission, goals, and initiatives
• Manages the reporting of institutional data required by the US Department of
Education (IPEDS), state, and other regulatory agencies (NCAA)
• Coordinates the institutional response to voluntary external surveys (e.g., Princeton Review, US News, AICUP, etc.)
• Provides data to regional accreditors and advises college leaders on accreditation compliance
• Develops and oversees college assessment of student learning, in close collaboration with the Dean of the College office, the faculty Outcomes Assessment Committee, and individual academic departments and programs
• Provide consultation to academic and administrative units on outcomes articulation and assessment, research methodology, data management, and data analysis and interpretation for planning and assessment activities.
• Coordinates assessment planning and implementation with administrative departments relating to administrative effectiveness
• Represents the college in consortial research activities
• Conducts special studies as needed for the President and senior staff
• Makes appropriate data and assessment tools available to internal and external constituencies as appropriate
• Initiate and maintain the college's web presence for the areas of Institutional Research and Effectiveness, Accreditation, College Assessment, and Higher Education Opportunity Act (HEOA) Consumer Information.
• Oversees daily operation of the office including budget oversight, workload management, and supervision of professional staff
• Serves on campus-wide committees (Outcomes Assessment Committee, Campus Planning and Priorities Committee, others as assigned)
Qualifications:
• Master's degree required, Ph.D preferred in data analysis or related field
• Understanding of the mission and objectives of private higher education and institutional needs of small colleges
• Minimum of 5 years of successful experience in higher education institutional research and assessment
• Excellent oral and written communication skills
• Strong organizational skills and attention to detail
• Initiative in framing and completing projects
• Advanced computer expertise
o Statistical analysis packages such as SAS, SPSS, or R
o Data visualization tools such as Tableau
• Commitment to student access, success, diversity, and inclusion is required.
• Supervisory experience preferred
Other Duties:
The above statements are intended to describe the general nature and level of work being performed by the individual(s) assigned to this position. They are not intended to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Job responsibilities and activities may be modified or changed at any time with or without notice. Job descriptions will be audited periodically by the Ursinus Human Resources department to ensure they are up-to-date and reflect the essential responsibilities and duties of the job.
Ursinus EEO Statement:
Ursinus is an EEO employer. Ursinus College does not discriminate on grounds of race, color, national origin, gender, sexual orientation, gender identity or expression, religion, age, creed, ancestry, veteran status, marital status, disability, or other classification protected by applicable law in the administration of any of its educational programs or activities or with respect to employment.
$55k-68k yearly est. Auto-Apply 60d+ ago
Tax Research Analyst
Vertex 4.7
Associate analyst job in King of Prussia, PA
The Tax Research Analyst role requires expertise in tax mapping, AI tools, and industry-specific taxation to research, interpret, and structure tax content for Vertex products, demonstrating efficiency and providing clear research support.
ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
Analyze and interpret how categories, taxability, and regulatory changes impact Vertex products, ensuring accurate content updates and compliance.
Communicate effectively with internal and external stakeholders to address tax law changes and customer needs.
Monitor and analyze processes, focusing on the impact on customers; re-evaluate items as necessary and collaborate with the Tax Research team to resolve issues related to taxability when items do not function as expected.
Test and support the implementation of tax content and process changes, contributing to quality assurance and operational efficiency.
Collaborate with cross-functional teams-including Product Management, Engineering, and Tax Research-to achieve organizational objectives.
Professional Development to support Vertex Objectives may be necessary
KNOWLEDGE, SKILLS AND ABILITIES:
Taxonomy & Classification Expertise
Understanding of taxonomy structures, hierarchical classification, and metadata standards.
Experience with category mapping and harmonization across multiple systems.
Data Analysis & Mapping
Strong analytical skills for interpreting data relationships and mapping categories accurately.
Familiarity with data normalization and enrichment techniques.
Governance & Compliance
Knowledge of data governance principles, standards, and best practices.
Ability to ensure compliance with internal and external classification guidelines.
Attention to Detail
High level of accuracy in mapping and validating categories.
Ability to identify inconsistencies and resolve classification conflicts.
Communication & Collaboration
Strong written and verbal communication skills for documenting taxonomy rules and guidelines.
Ability to work cross-functionally with data stewards, governance teams, and business units.
Strong communication (oral, written, presentation and facilitation) skills.
Problem-Solving & Critical Thinking
Ability to troubleshoot mapping issues and propose solutions.
Comfortable working with ambiguous or incomplete data sets
Ability to apply professional concepts, experience and company objectives in order to perform an in-depth analysis of situations or data to resolve complex issues in creative ways.
Ability to problem-solve.
Expertise in a specific tax field/industry
Developing capability to teach, develop and train.
Developing capability to understand how customers would use Vertex products or equivalent tax solution product.
Developing capability in project management, estimation skills.
Developing expertise in multiple tax fields/industry.
Developing / ability for Compliance administration (Facilitate information between Vertex and Taxing Authorities).
Developing capability to influence and create awareness skills.
Ability to utilize time management and effectively communicating competing priorities.
Ability to work without supervision. Latitude for independent decision making.
Ability to listen and understand information and communicate the same.
Must be results oriented, customer focused, and exhibit good interpersonal skills
Proficiency in Microsoft Office packages is required.
EDUCATION AND TRAINING:
Bachelor's degree in Accounting, Taxation, Finance, data science or similar degree required
Obtained or actively pursuing one or more of the following: Juris Doctorate (J.D.), masters in taxation, MBA, CMI, or CPA certification (active or inactive) preferred.
O Series certification preferred.
5+ years in a multi-jurisdictional environment with emphasis in Indirect Tax
Developing the ability to lead projects
Industry or consulting experience a plus
Strong experience with research tools such as CCH, Lexis-Nexis, RIA, BNA, etc.
Experience with Vertex or other tax engines a plus
Or equivalent combination of education and/or experience
Other Qualifications
The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners.
Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback.
Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough.
Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results.
Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes.
Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions.
COMMENTS:
The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.
Pay Transparency Statement:
US Base Salary Range: $75,300.00 - $97,800.00
Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression.
In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants.
Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs.
*In no case will your pay fall below applicable local minimum wage requirements
.
$75.3k-97.8k yearly Auto-Apply 28d ago
Research Analyst
Seaport Global Securities 4.7
Associate analyst job in Philadelphia, PA
Penn Capital, a majority owned subsidiary of Seaport Global and a SEC registered investment adviser and manager, seeks a Research Analyst to play a key role within the portfolio team. The Research Analyst follows industry level developments and performs security level analysis to provide buy and sell recommendations regarding securities in all Penn Capital portfolios - credit and equity products. The Research Analyst collaborates with each product's Portfolio Manager implementing the investment process. Responsibilities
Provide buy recommendations for each product utilizing credit and equity market analysis. The research process utilizes a combination of quantitative analysis (such as financial statement analysis and cash flow modeling) and qualitative analysis (such as interviewing industry management teams and understanding industry dynamics).
Utilize credit market analysis such as cash flow modeling, liquidity analysis and covenant review to provide a Penn Risk Recommendation (PRR) independent of credit rating agency opinion.
Perform equity market analysis that utilizes credit market analysis as well as the identification of fundamental catalysts, Capital Structure Catalysts and cash flow modeling.
Demonstrate strong analytical skills, sound investment judgement, strong interpersonal skills, and a high level of energy and motivation.
Qualifications:
Bachelor's Degree in Finance, Marketing, Business, or a related field.
Masters of Business Administration with a focus on Investment Management or Investment Banking preferred.
Chartered Financial Analyst (CFA) designation preferred.
Minimum 5 years of professional investment experience, preferably in public credit and/or equity markets.
Minimum 5 years of experience working within a “buyside” investment advisor preferred.
Demonstrated ability to effectively pitch credit and/or equity ideas to portfolio managers.
Excellent communication skills including verbal, written and presentation; ability to interact and build relationships with consultants and clients
Ability to work as a collaborative team player, treating colleagues with the highest level of respect and professionalism.
Excellent Bloomberg and Microsoft Office (Excel, Microsoft Word, PowerPoint) skills.
Flexibility for business travel.
f you meet the above criteria, please apply via our Careers page.
No recruiters, please.
About the CompanyPenn Capital is an SEC registered investment adviser and manager for separate accounts, private funds, and registered investment companies. Founded in 1987, Penn Capital is focused on serving the institutional investor. Penn Capital's investment strategies cover multiple investment styles that flow from our coverage of publicly traded companies in the micro-to mid- capitalization range, as well as companies that issue debt rated split-BBB and below. We conduct Complete Capital Structure Analysis to identify the best value within the capital structures of these companies. For more information visit ******************** Equal Opportunity EmployerAs an Equal Employment Opportunity Employer, Penn Capital does not discriminate on the basis of race, color, religion, national origin, sex, gender, gender identity, gender expression, age, sexual orientation, disability (physical or mental), medical condition, marital status, ancestry, protected veteran status, genetics and any other protected group status or non-job related characteristics as directed by law.
$63k-114k yearly est. Auto-Apply 22d ago
Equity Analyst
Clark Capital Group 3.8
Associate analyst job in Philadelphia, PA
The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks.
At least three years of relevant experience, CFA preferred
Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models
Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management
Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector
Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector
Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction
Keep abreast of industry and academic research and identify new research ideas
Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process
Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy
Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies
Competencies for Success:
Ability to work independently and as part of a team
Strong financial statement analysis, valuation, and modeling skills
Bachelor's degree in finance, business, economics, math, or business administration
Bloomberg and or Factset proficiency
Microsoft office proficiency
Python, SQL and or programming proficiency a plus
Strong work ethic, high integrity and aligned with the company's core values
Strong communication and interpersonal skills
Exceptional quantitative, verbal, and written communication skills
Ability to adapt to and learn new technologies
$97k-143k yearly est. 60d+ ago
JUNIOR MARKET DATA RESOURCE
Alpha Technologies Usa 4.1
Associate analyst job in Wilmington, DE
Search for folks with 3-5 year experience with Good Excel skills - Pivot Tables etc. · License management · Inventory management · Tracking · Some exposure to Market data and IB is a huge plus · Must be Local - DE, PA, NJ and nearby Additional Information Send me your resumes at vince@alphait. us
Pozdrawiam / With best regards,
Alpha Technologies Inc (USA)
Vince Taylor
Sr Technical Recruitment Specialist
$58k-80k yearly est. 1d ago
Quantitative Research Analyst
Ftandinternships
Associate analyst job in Radnor, PA
We are currently seeking a highly driven, well organized, and motivated candidate to join our team. SCM offers the opportunity to work in person, remotely or in a hybrid work environment. Remote work opportunities are not available to residents of New York City or to residents of Colorado.
Primary Responsibilities
Utilize your analytical and quantitative skills, market knowledge and intuition to develop and implement automated statistical trading models.
Participate in all aspects of research and trading model development, including generating research ideas, building and analyzing data sets, conducting statistical data analysis and implementing quantitative production trading models.
Requirements
A bachelors or advanced degree in a field providing a background in advanced statistical analysis of large data sets (includes, but is not limited to, economics, finance, statistics, mathematics or computer science).
Programming experience, ideally including R, C++ and/or Python.
Strong working knowledge of regression, time series analysis and other statistical techniques.
Experience building, organizing and analyzing large data sets is preferred.
The ability to comprehend and synthesize academic literature in finance, economics and statistics.
Strong financial market interest.
The ability to simplify and effectively communicate complex concepts.
$49k-80k yearly est. Auto-Apply 60d+ ago
Senior Analyst, Investor Services
Hamilton Lane Incorporated 4.2
Associate analyst job in Conshohocken, PA
Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation.
What we do:
As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025.
The Opportunity:
The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change.
Your responsibilities will be to:
Analyze fund financial statements and perform a detailed review of investment activity.
Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation.
Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures.
Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity.
Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements.
Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems.
Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations.
Support department-wide initiatives as assigned; escalate questions and unusual items.
Prepare investment performance materials with a meticulous focus on data accuracy and quality.
Your background will include:
Must-haves:
College degree (B.A., B.S. or B.B.A.).
2-4 years working experience
Financial Services and/or private equity experience is a plus
Highly motivated and organized; detail-oriented
Excellent written and verbal communication skills
Ability to manage multiple projects simultaneously and be able to prioritize workload
Day-to-day flexibility for ad hoc projects
Proactively identify challenges and offer solutions
Must be proficient in Microsoft applications (Word, Excel, PowerPoint)
Nice to haves:
Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience.
Private Markets Evergreen fund operations experience.
Travel:
If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly.
Benefits:
At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.
To do this, Hamilton Lane offers the following benefits:
Enhancing Your Physical and Emotional Health
Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
Developing Your Career
Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
Supporting Your Family & Community
For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
Safeguarding Your Financial Wellbeing
Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.
We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts.
Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law.
If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************.
Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
$121k-179k yearly est. Auto-Apply 60d+ ago
LRA-2025-12 Research Analyst 2
Nj Department of Environmental Protection
Associate analyst job in Trenton, NJ
Open to: NJ State Employees Work Week: NE (35-hour) Work Week Salary: (P21) $64,340.11 - $94,061.71 Department of Environmental Protection Legal and Regulatory Affairs Office of Record Access
401 East State Street
Trenton, NJ 08625
Scope of Eligibility
Open to permanent NJ State Employees, in a competitive title, who meet the requirements below.
Description
Under direction of a supervisory official in a state department or agency, performs more difficult and/or independent legislative and legal research in connection with department or agency programs; prepares reports, summaries, and recommendations on the impact/scope of Federal and State legislation or regulations; provides technical support to enforcing activities; does other related duties as required.
Specific to the Position
The Office of Record Access requires a paralegal or individual with a legal background or knowledge, to perform a wide range of activities that relate to legal expertise or litigation, including:
1. Conducting Privilege Reviews of government records to identify privilege/confidential information.
2. Performing Department wide email searches and reviewing the results thereafter for responsiveness to OPRA and Non-OPRA record requests, as well as E-Discovery requests for DOL and Special Counsel.
3. Processing Bankruptcy Notices & Claims
Preferred Skill Set
Paralegal skills and knowledge in legal procedures. Ability to research, understand and apply Regulations, Statutes and Case Law to the production of government records in response to OPRA record requests, Non-OPRA record requests, and litigation related productions.
Requirements
Applicants must meet one of the following or a combination of both experience and education. Thirty (30) semester-hour credits are equal to one (1) year of relevant experience.
Six (6) years of professional experience in legal or legislative research, which shall have included the preparation of basic research and technical reports.
OR
Possession of a Bachelor's degree from an accredited college or university; and two (2) years of the above-mentioned professional experience.
OR
Possession of a Master's degree in Public Administration, Political Science, Government, or other relevant area from an accredited college or university; and one (1) year of the above-mentioned professional experience.
OR
Possession of a Juris Doctor degree or Bachelor of laws degree from an accredited law school.
NOTE: "Professional experience" refers to work that is creative, analytical, evaluative, and interpretive; requires a range and depth of specialized knowledge of the profession's principles, concepts, theories, and practices; and is performed with the authority to act according to one's own judgment and make accurate and informed decisions.
NOTE: All U.S. degrees and transcripts must be from an accredited college or university. All foreign degrees and transcripts must be evaluated for accreditation by a recognized evaluation service by the closing date of this posting. Failure to provide documentation may result in ineligibility.
License
Appointees will be required to possess a driver's license valid in New Jersey only if the operation of a vehicle, rather than employee mobility, is necessary to perform the essential duties of the position.
Benefits
As a New Jersey State Department, NJDEP offers a comprehensive benefits package that includes:
Paid Benefit Leave
Holiday Pay
Alternative Workweek Program*
Telework*
Pension
Deferred Compensation
Health Benefits (medical, prescription drug, dental & vision care) and Life Insurance
Flexible and Health Spending Accounts (FSA/HSA)
Commuter Tax Savings Program
Public Service Loan Forgiveness (PSLF)
Tuition Reimbursement*
*Pursuant to the State/Department's policy, procedures, and/or guidelines.
SAME Applicants
If you are applying under the NJ SAME program, your supporting documents (Schedule A or B letter) must be submitted along with your resume by the closing date indicated above. For more information on the SAME program, please visit SAME Program, email [email protected], or call CSC at ************** and select Option #3.
Veteran's Preference
To qualify for New Jersey Veteran's Preference/status, you must establish Veteran's Preference through the Department of Military and Veteran's Affairs. Please submit proof of your Veteran's Preference along with your resume as indicated. For more information, please visit ***********************************************************************
Residency
All persons newly hired on or after September 1, 2011, have one year from the date of employment to establish, and then maintain principal residence in the State of New Jersey subject to the provisions of N.J.S.A. 52:14-7 (L.2011, Chapter 70), also known as the “New Jersey First Act”.
Authorization to Work
Selected candidates must be authorized to work in the United States per the Department of Homeland Security, United States Citizenship, and Immigration Services regulations. NOTE: The State of New Jersey does not provide sponsorship for citizenship to the United States.
Equal Opportunity Employment
The State of New Jersey seeks to increase the richness and diversity of its workforce, and in doing so, become the employer of choice for all people seeking to work in State Government. To evaluate the effectiveness of our efforts to attract and employ a diverse workforce, applicants are asked to voluntarily answer a few brief questions on the NJ Affirmative Action Information Form. All information is considered confidential and will be filed separately with the agency's affirmative action officer. This information will not be part of your application for employment and will not be considered in any hiring decision.
DEP Notices of Vacancy have a 4:00 p.m. deadline on the closing date. When filing for these opportunities, please be sure to have your letter of interest and credentials sent electronically before 4 p.m. on the closing date.
The New Jersey Department of Environmental Protection is an Equal Opportunity Employer and is committed to inclusive hiring and a diverse workforce. We strongly encourage people from all backgrounds to apply. Accommodations under ADA will be provided upon request.
$64.3k-94.1k yearly Auto-Apply 60d ago
Research Analyst I
Temple, Inc. 4.3
Associate analyst job in Philadelphia, PA
Research Analyst I - (25003398) Description Temple University's Institutional Research & Assessment Department is searching for a Research Analyst I!Become a part of the Temple family and you will have access to the following:A hybrid work schedule Full medical, dental, vision coverage Paid time off12 Paid Holidays Tuition remission - eligible employees and their dependents can obtain a degree TUITION FREEA generous retirement plan and so much more!Salary Range: $41,250-$56,000A variety of important factors are reviewed by HR when considering salary, including job duties, the applicant's education and experience, all relevant internal equity considerations, department budget, and funding source.
Position SummaryThe Research Analyst I will report to the Assistant Vice Provost in the Office of Institutional Research and Assessment (IR) but will also work collaboratively with the Office of Budget & Planning to provide research and data analysis is support of university academic and financial planning, as well as internal and external reporting.
This position will support data-informed decision-making, and support mission-critical initiatives spanning enrollment, budgeting, finance, and institutional effectiveness.
Under general direction, the Research Analyst I will apply data mining, statistical analysis, and data visualization techniques to support ad hoc and recurring analytical projects for both offices.
Responsibilities include collecting, validating, and analyzing university-wide data; preparing internal and external reporting; supporting budget development processes including financial surveys and projections, and contributing to data analytics initiatives such as benchmarking, performance-based funding analyses, and development of data dashboards.
The position also supports ongoing IR functions including survey analysis, maintenance of longitudinal datasets, and development of operational reports, dashboards, and research studies.
Performs other duties as assigned.
Job Details* This position requires the following background checks: Will have access or control over financial transactions for the University or have access to Personally Identifiable Information (PII) Required Education and Experience * Bachelor's degree in social sciences, statistics, economics, public policy, educational research, business analytics, or a related field.
* At least one (1) year of directly related experience.
* Experience with analytical software such as R, SPSS, SAS, Python, or similar software.
* An equivalent combination of education and experience may be considered.
Preferred Education and Experience * Master's degree in a related field.
* Experience with Banner or other student information / ERP systems.
* Experience with SQL, Access, Tableau, Power BI, or dashboard development tools.
* Familiarity with budget and financial data or financial modeling concepts.
* Experience working in an Institutional Research, Budget, or Finance office.
* Experience with machine learning or advanced analytics techniques.
Required Skills and Abilities * Strong data management skills, including the ability to work with large datasets and relational databases.
* Demonstrated statistical, analytical, and problem-solving skills.
* Advanced proficiency in Excel.
* Excellent written and oral communication skills, including the ability to produce clear reports without need for extensive editing.
* Strong organizational skills and attention to detail.
* Ability to work independently and collaboratively in a fast-paced environment.
* Strong customer service skills and ability to engage effectively with staff and administrators.
* Ability to work nights and/or weekends, if necessary.
This position is assigned a hybrid work arrangement (on-campus and remote), the duration of this hybrid work arrangement is at the discretion of Temple University and the Department.
Temple University is committed to a policy of equal opportunity for all in every aspect of its operations, including employment, service, and educational programs.
The University has pledged not to discriminate on the basis of age, color, disability, marital status, national origin or ethnic origin, race, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information or veteran status.
Compliance Statement: In the performance of their functions as detailed in the position description employees have an obligation to avoid ethical, legal, financial and other conflicts of interest to ensure that their actions and outside activities do not conflict with their primary employment responsibilities at the institution.
Employees are also expected to understand and be in compliance with applicable laws, University and employment policies and regulations, including NCAA regulations for areas and departments which their essential functions cause them to interact.
Temple University's Annual Security and Fire Safety Report contains statistics, policies, and procedures related to campus safety.
Go here to review: ***************
temple.
edu/reports-logs/annual-security-report.
You may request a copy of the report by calling Temple University's Department of Public Safety at ************.
Primary Location: Pennsylvania-Philadelphia-Main Campus-Wachman HallJob: StaffSchedule: Full-time Shift: Day JobEmployee Status: Regular
$41.3k-56k yearly Auto-Apply 20h ago
Research Analyst
AFSC Job Board
Associate analyst job in Philadelphia, PA
The American Friends Service Committee is a Quaker religious organization that promotes lasting peace with justice, as a practical expression of faith in action. Drawing on continuing spiritual insights and working with people of many backgrounds, we nurture the seeds of change and respect for human life that transform social relations and systems.
Join Our Team! Make A Difference.
TITLE: BDS Research Analyst
JOB CATEGORY: Exempt (Salary)
STATUS: Full-Time
TYPE OF EMPLOYMENT: Specific Term, Three years
DIRECT SUPERVISOR: ACCA Director
REGION/UNIT: US/CENTRAL OFFICE/Global Cohesion
LOCATION: Remote, preferably US based
APPLICATION DEADLINE: January 30, 2026.
For consideration, please answer the application questions and submit a cover letter describing your interests in this position and highlighting your relevant experience and skills. Please add your CV and a two page writing sample, written by you, on any topic.
GENERAL SUMMARY OF POSITION
AFSC's BDS Research Analyst initiates, crafts, guides, and carries out strategic corporate research projects in collaboration with program staff across the AFSC, BDS movement allies globally, and AFSC partners, to promote AFSC's BDS advocacy goals and support BDS on the local, national, and international levels. The BDS Research Analyst responds to information queries, manages the Investigate information center project website, and works with others to design and maintain the Investigate project.
ESSENTIAL FUNCTIONS / RESPONSIBILITIES AND ACCOUNTABILITIES
Initiate, lead, craft, and participate in the Action Center's research projects. This includes the coordination of collaborative research project with multiple partners or the in-depth strategic analysis of BDS corporate targets.
Represent and promote the Action Center's BDS work within AFSC networks, movement coalitions, and professional networks.
Initiate, lead, support, and participate in corporate accountability and divestment campaigns. Create and produce educational and training materials and toolkits for BDS campaigns.
Lead, support, and participate in Action Center activities as needed, including training, educational events, and other activities.
Regular attendance and punctuality are required.
Operates safely in all conditions and follows policies and procedures.
Other duties and projects as assigned.
SUPERVISORY / MANAGEMENT REQUIREMENTS
NA
MINIMUM EXPERIENCE AND QUALIFICATIONS
Bachelor's degree in a relevant field required showing corresponding research and writing skills required. Graduate's degree
Minimum 1 year in leadership BDS Campaigns required.
Preferred candidate will have two years of experience in strategic corporate research.
Strategic corporate research and BDS activism preferred.
Ability to work evenings and/or weekends and to travel, as
Ability to work effectively independently and within a team environment.
Experience with standard Microsoft Office and related technology.
Must be capable of working under tight time constraints in a high-volume environment with multiple priorities.
Demonstrated ability to work and communicate with diverse staff.
Respect for Quaker values and testimonies. Knowledgeable and supportive of the principles and philosophy of the American Friends Service Committee including non-violence and the belief in the intrinsic worth of every individual.
Respect for and sensitivity to cultural, ethnic, racial, gender and religious diversity and familiarity with non-violent approaches to problem solving.
Ability to organize, plan ahead and prioritize multiple tasks and meet deadlines.
Demonstrated dedication to the principles of fairness, equity and inclusion in regard to issues of race, class, nationality, religion, age, gender and sexual orientation, and disabilities.
PHYSICAL DEMANDS
The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPENSATION
The AFSC offers a competitive Total Rewards package. This position is Exempt. Salary Family: Global Cohesion Job Code Policy Associate 2. Minimum Starting Salary $56,000. Comprehensive medical and hospitalization plan; term life, Short Term Disability & Long Term Disability, defined benefit pension plan, 403b match, plus other benefits including vacation, Paid Time Off, sabbaticals, extended leaves, holiday's.
The American Friends Service Committee provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression or any other characteristic protected by federal, state or local laws. The policy applies to all terms and conditions or employment including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
AFSC's Central Office and some of its offices in the U.S. are unionized workplaces. This position is represented.
AFSC maintains a deep commitment to a mandate of care for our staff and communities. The American Friends Service Committee is a smoke-free workplace.
ACKNOWLEDGEMENT
This position is an at-will employment, meaning that the employment relationship can be terminated by either the employer or the employee at any time, for any reason, with or without notice. In addition position duties and expectations change over time. This job description is not intended to be an all-inclusive, exclusive or exhaustive list of the job functions that an employee in this position may be asked to perform from time to time. The employee may perform other related duties as assigned to meet the ongoing needs of the organization. If there is ever a time that you are unsure what is expected of you, you are expected to meet with your manager and ask questions. If you are unsure how to perform a certain task, ask your manager before performing.
$56k yearly 4d ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Associate analyst job in Philadelphia, PA
JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment.
How we're organized:
As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks:
* A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology.
* A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication.
Syndicated Finance Group Locations: Chicago, Houston
Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.
Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas
As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience.
Financial Sponsors Group Locations: New York, Chicago, Los Angeles
FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.
In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job Responsibilities:
Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer.
You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events.
Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program.
You'll make an impact by:
* Working on financial models to support financing transactions
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Developing an understanding of the full breadth of J.P. Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Locations we hire for C&SI - Diversified Track:
* Atlanta
* Austin
* Birmingham (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* Phoenix
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for C&SI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
Who We Are Seeking:
We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience.
Required qualifications, capabilities and skills:
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028
* Candidates must be authorized to work permanently in the U.S.
Preferred Qualifications:
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
Our Mission:
At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you.
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference.
* Your city preference should align with your current internship location.
About Us:
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team:
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
$59k-82k yearly est. Auto-Apply 22d ago
Senior Investment Data Analyst
Venerable 4.2
Associate analyst job in West Chester, PA
The Investment Data Senior Analyst will play a critical role in advancing Venerable's investment data and reporting environment. This position blends strong technical acumen with investment data expertise to deliver scalable, efficient, and high-quality investment data solutions. Investment data encompasses the full spectrum of information supporting the investment lifecycle from security reference and transactions data to risk metrics and analytics. The analyst will focus on driving automation, enhancing process efficiency, and supporting the development of a robust data and reporting infrastructure that meets the evolving needs of internal stakeholders. This position resides within the Investment and Risk Operations team in Venerable's Risk department.
Venerable is currently working in a Hybrid Work Model, in the office 3 days/week and remote 2 days/week. This role is based in our West Chester, PA office.
Please note that this position is not eligible for visa sponsorship or visa transfers at this time.
Primary Responsibilities:
Design and implement scalable, automated processes for investment data ingestion, transformation, validation, reconciliation, and reporting to ensure accuracy and efficiency.
Contribute to investment data product management, including requirements gathering, user story development, and user acceptance testing (UAT). Participate in product planning and roadmap discussions to align data capabilities with business objectives.
Enhance and maintain data infrastructure, including pipelines, models, and centralized repositories, ensuring seamless integration with downstream systems and supporting analytics, reporting, and operational workflows.
Monitor and troubleshoot data flows from internal and external sources, analyze exceptions and trends, and implement process and control improvements to strengthen data quality and operational efficiency.
Develop and maintain dashboards and reports to support oversight, financial modeling, and strategic decision-making.
Serve as a subject matter expert on investment data infrastructure, providing technical guidance and support to team members and stakeholders.
Partner with cross-functional stakeholders (Investment Management, Risk, Operations, Financial Risk Management, Accounting, Treasury, Audit, Hedging, Valuation, and Technology) and external vendors (e.g., risk analytics platforms, investment accounting provider) to support investment-related data initiatives.
Advance investment data governance by managing data dictionaries, metadata, and process documentation to promote consistency and transparency across the organization.
The candidate must possess the following skills and experiences:
Undergraduate degree in Finance, Economics, Mathematics, Information Systems, Computer Science, Data Science, or a related field.
5+ years of experience in financial services, including direct experience with investment data management and solution design.
Demonstrated ability to design and optimize business processes and tools to improve workflow efficiency, reduce manual effort, and mitigate risk.
Proficiency in SQL, with a strong preference for experience working with large datasets and database design.
Proven ability to support product management processes, including requirements gathering and user acceptance testing (UAT).
Experience with data transmission, loading, reconciliation, reporting, and downstream integration.
Advanced Microsoft Excel skills, including experience with complex formulas, pivot tables, and data analysis tools.
Familiarity with investment instruments and financial markets, particularly fixed income and risk analytics.
Strong analytical, critical thinking, and problem-solving skills with a high level of attention to detail.
Ability to work independently and collaboratively in a cross-functional, fast-paced environment.
Ability to manage competing priorities and meet deadlines.
Preferred skills and Qualifications:
Familiarity with data pipeline architecture and hands-on experience with cloud platforms, particularly Amazon Web Services (AWS).
Experience with data visualization and reporting tools, particularly Power BI.
Programming experience in Python, R, or similar languages.
Experience with analytics, financial, or investment accounting platforms such as Blackrock Aladdin, Factset, or Clearwater.
Strong communication and interpersonal skills to engage effectively with internal teams and external partners.
Experience with Agile methodologies and tools.
CFA designation or progress toward it.
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Venerable Values:
Every position at Venerable has responsibility for living out the company's values as described here:
We are Courageous - We think critically, ask "why?" and seek out creative solutions.
We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking.
We are Connected - We are connected to each other, our customers and our community.
Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for.
If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.
How much does an associate analyst earn in Camden, NJ?
The average associate analyst in Camden, NJ earns between $46,000 and $110,000 annually. This compares to the national average associate analyst range of $47,000 to $98,000.
Average associate analyst salary in Camden, NJ
$71,000
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