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  • Inside Sales Operator

    Lowery Metals 4.1company rating

    Associate analyst job in Decatur, TX

    Lowery Metals Paradise is hiring an Inside Sales Operator. This is a front-facing position that will help create sales tickets and provide customer support both in-person and over the phone. Qualifications: Experience working with Windows Operating System Conversational or fluent in Spanish Quick learner and self-motivated Knowledge of Business Systems is a plus Compensation includes: Bonus Medical Insurance Vacation Time, Holidays, and Rotating PTO Understanding Family Needs Please email ********************** with your resume if interested.
    $58k-81k yearly est. 5d ago
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  • Investment Analyst (looking for public accounting)

    Robert Half 4.5company rating

    Associate analyst job in Dallas, TX

    Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm. Please email your profile to Chris.Willhite@RobertHalf.com. Here is more on the opportunity: Conduct market analyses to evaluate market potential for development of proposed projects Evaluate financial feasibility of proposed projects Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments Communicate with key decision-makers Present key findings of feasibility analyses to executive management Assist executive management with development of business and strategic plans, proposals and presentations Participate with project and task-oriented initiatives Handle other responsibilities as assigned Education and Experience Required Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university Master's degree preferred Minimum of two years' business experience including financial analysis, accounting and operations Client service experience is preferred Knowledge, Skills, and Abilities Required Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy Analytical and problem-solving skills Basic financial modeling skills Interpersonal, oral and written communication skills Strong organization skills and ability to manage complex tasks and issues concurrently Demonstrate flexibility and positive client- service attitude Self-starter capable of working independently Please email your profile to Chris.Willhite@RobertHalf.com.
    $57k-92k yearly est. 5d ago
  • Clinical Research Payment Analyst

    Medasource 4.2company rating

    Associate analyst job in Plano, TX

    Job Title: Clinical Payments Analyst I Client: Large Life Sciences Company Duration: 12 month contract with the possibility for extension WHAT YOU'LL DO This position is responsible for various financial analysis activities for the Clinical Study Payments Team including but not subject to, new study budget review, study and site budget set up, invoice processing, customer service inquiries. It is also responsible for various reporting and month end activities. Major and On-going Job Duties: • Acts as a liaison and consultant for specific study team's monthly analysis, budgeting, quarterly forecasting, and annual strategic planning processes • Responsible for generating and processing clinical study reimbursements which include invoices and quarterly payments • Assist in the facilitation of new study budget set up, quarterly payments, and special reports • Support internal and external audits by preparing and providing relevant reports and analysis • Special project analysis and support involving clinical study payment data • Work as a liaison with the Clinical Study Data Systems team for application enhancements • Performs analysis of clinical study payment data per defined requirements • Resolves and/or facilitates resolution of problems including identifying causes of problems to prevent re-occurrence of problems • Promotes confidentiality of financial and other data at all times • Reviews, updates, and adheres to all Standard Operating Procedures • Researches payments issues for accuracy and presents findings to departments as necessary • Review contract and grant agreements for financial risk and billing issues • Prepares monthly projection analysis report for Clinical Trials which provides anticipated associated financial revenue for upcoming visits • Reviews study budget in Clinical Study Payments Application to ensure proper visit accruals Other Duties: • Remains current on developments in field(s) of expertise • Performs related functions and responsibilities, on occasion, as assigned Experience & Training: Equivalent education level and experience required: Must have 1-3 years' experience in finance/accounting. 1-2 years' experience in invoicing Ability to manage multiple applications at once (Concur, Oracle, SAP) Previous experience within a clinical trial setting or clinical research setting is highly preferred for this position • Experience with automated accounting systems. Strong knowledge of relational databases preferred. • Demonstrated familiarity with MS Office, especially Word, and Excel. • Demonstrated oral and written interpersonal, communication, analytical, presentation, and organizational skills. • Ability to meet deadlines/work independently. Must be adept at handling multiple assignments in a timely manner and meeting assigned deadlines. • Strong analytic skills and demonstrated capacity for accuracy. • Ability to interact with people at all levels of the organization in a professional manner. • Ability to maintain confidentiality of sensitive information. • Ability to analyze processes and procedures and recommend improvements. Preferred: • Bachelors Degree in Accounting, Business Administration or Computer Information Systems. • Prefer experience in a manufacturing environment and/or clinical research environment. • Experience with Microsoft SQL Server, Reporting Services, Analysis Services, a plus. Other Skills/Characteristics: • Working under general supervision, is accountable for completing assigned routine to moderately complex assignments accurately, on time and in accordance with departmental procedures. • Errors will have impact on team/organization results. • Takes initiative to ensure work is done accurately and completely. • Performs assignments of moderate complexity and in accordance with Company policy and procedures, within specified parameters, and in accordance with FDA rules and regulations. • Applies existing work methods to different known situations. • Problems involve recurring, routine to non-standard situations; usually consults with supervisor or more senior level personnel within the department on more complex problems.
    $44k-70k yearly est. 4d ago
  • Asset Management Multifamily Analyst

    Selby Jennings

    Associate analyst job in Dallas, TX

    Selby Jennings has been exclusively retained to identify an Asset Management Analyst for a leading Commercial Real Estate investment firm headquartered in Dallas, TX. With over $3.5bn in assets under management, this firm is known for its strategic approach to real estate investing and its strong track record across multiple asset classes. This particular role will focus on the residential portfolio, including multifamily and BTR assets, making prior experience in residential real estate a key differentiator. The team is lean, dynamic, and highly collaborative, offering a unique opportunity for accelerated career growth, direct exposure to senior leadership, and involvement in high-impact investment decisions. The ideal candidate will be intellectually curious, analytically sharp, and eager to contribute to a fast-paced, entrepreneurial environment. Key Qualifications: - 1- 1.5 years of experience in residential real estate private equity, investment banking, or a related institutional investment platform - Strong academic credentials from a top-tier university, with a high GPA and positive performance reviews or rankings - Advanced financial modeling, underwriting, and due diligence capabilities, ideally gained through exposure to complex transactions - Excellent communication skills, both written and verbal, with the ability to present ideas clearly and confidently - Proven ability to manage multiple priorities under tight deadlines while maintaining attention to detail - Strong interpersonal skills and a collaborative mindset, with the ability to build relationships across teams and functions This is a rare opportunity to join a high-performing investment team at a pivotal stage of growth. If you're looking to take the next step in your real estate investment career, we encourage you to apply.
    $55k-83k yearly est. 5d ago
  • Data Analytics - W2 Contract only!

    Mastech Digital 4.7company rating

    Associate analyst job in Irving, TX

    Welcome to Mastech Digital, a leading digital first company that empowers global corporations through innovative digital transformation services. Mastech Digital (NYSE American: MHH) is a leading provider of Digital Transformation services with Data driven Innovation. We offer Technical staffing services, H1B sponsorship, Day 1 green card filings with our pre-approved groups. I appreciate your time and effort to consider Mastech Digital as a valuable employer for you to present your candidature at the client's end. About Mastech Digital Inc : ******************************* Job Title: Senior Data Analyst - Digital AI Location: Irving, TX (Onsite) Job type: W2 Contract with Mastech Digital (No C2C/No CTH/No 1099) Basic Qualifications: Strong knowledge of statistical techniques and advanced mathematics. 3+ years of data analyst/engineering/science within the Databricks ecosystem (Azure preferred). 5+ years of experience demonstrating the use of statistical techniques to analyze, segment and visualize data - specifically around experimental design, KPI calculation, and A/B testing. 4+ years of experience in manipulating big data using Python, PySpark, or SQL. Expert Experience with data visualization tools in Python, PowerBI, etc. Bachelor's Degree or higher in Computer Science/Engineering/Math, or relevant experience. Preferred Qualifications: Master's Degree or higher in Computer Science/Engineering/Math, or relevant experience Experience working with Machine Learning models - evaluation, observability, and performance monitoring. Experience working closely with a business team to determine primary KPIs on an ambiguous problem. Madhuri N. she/her Recruiter ********************************** ************************************************ **********************
    $74k-94k yearly est. 1d ago
  • Data Analyst

    Pyramid Consulting, Inc. 4.1company rating

    Associate analyst job in Dallas, TX

    Immediate need for a talented Data Analyst. This is a 06+months contract opportunity with long-term potential and is located in Dallas TX (Hybrid). Please review the job description below and contact me ASAP if you are interested. Pay Range: $40 - $45/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Requirements and Technology Experience: Key skills; Data Analyst, Data Modelling, Data Quality, Data Governance Hands on technical Data Analysis experience SQL and Python is a must to be able to code and demonstrate coding experience (will solve coding problems during interview) Data Analysis process, Data Modeling, Data Quality, Metadata, Data Governance knowledge is preferred. Healthcare knowledge will be preferred. Microsoft Azure and Fabric experience will be preferred. Our client is a leading Healthcare Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. Pyramid Consulting, Inc. 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. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
    $40-45 hourly 5d ago
  • Corporate Strategy Analyst

    Landmark Structures

    Associate analyst job in Southlake, TX

    Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision. Challenging the norm and innovating better methods is core to our approach. The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification. Responsibilities and Duties Essential Functions: Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors. Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements. Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations. Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives. Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions. Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets. Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution. Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning. Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders. Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively. Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities. Qualifications and KSA Education: Bachelor's degree in business administration, engineering, finance, economics, or a related field is required. MBA or equivalent advanced degree is strongly preferred. Experience: 1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research. Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred. Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus. Knowledge, Skills, and Abilities: Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights. Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools). Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences. Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks. High attention to detail, accuracy, and organization when managing data sets and analyses. Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment. Collaborative mindset with the ability to work effectively across functional teams and organizational levels. Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions. High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance. Working Conditions - Mental Demands / Physical Demands / Environmental Factors Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices. Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain. Motion: Frequent use of hands and fingers for typing and handling office equipment. Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents. Environment: Primarily indoor, climate-controlled office environment. Travel Requirements: Minimal travel required. Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required. Equal Employment Opportunity (EEO) Statement Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities. Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
    $54k-82k yearly est. 4d ago
  • Operations Support Analyst

    Kellymitchell Group 4.5company rating

    Associate analyst job in Plano, TX

    Our client is seeking an Operations Support Analyst to join their team! This position is located in Plano, TX Richmond, VA, or McLean, VA. Manage high-volume, fast-paced BAU operational work within the Change Management function Coordinate closely with Platform and Engineering teams to support release transitions to end users Ensure release processes are executed smoothly, including identifying impacts, managing dependencies, and resolving coordination issues Partner closely with the Service Desk team while not providing front-line end-user support Own and manage administrative and operational processes related to change and release management Track, triage, and manage tickets using ServiceNow or similar ticketing platforms Support issue identification, escalation, and resolution across operational and engineering stakeholders Assist in defining requirements for process improvements and automation efforts Build toward drafting and delivering communications to broader enterprise audiences as the role matures Desired Skills/Experience: Strong organizational skills with the ability to manage multiple priorities in a high-tempo environment Proven adaptability and ability to work effectively across cross-functional teams Experience with ServiceNow or similar ticketing and workflow management tools Proficiency with Google Workspace Basic SQL skills preferred, including filtering and querying data to support operational reporting and analysis Solid operational communication skills, with the ability to distill technical information for broader audiences Ability to gather requirements and support automation or process optimization initiatives Background in operations-focused roles with exposure to technical environments Candidates may have previously held roles such as: Service Desk Operations, Support Operations, Site Operations or IT Operations Benefits: Medical, Dental, & Vision Insurance Plans Employee-Owned Profit Sharing (ESOP) 401K offered The approximate pay range for this position is between $18.55 and $26.50. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
    $18.6-26.5 hourly 3d ago
  • Operations Analyst for Private Equity Team

    Q Investments 4.1company rating

    Associate analyst job in Fort Worth, TX

    PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CFO for the businesses. Produce reports, which include key metrics, financial results, and variance analysis. Assist in identifying opportunities for performance improvement across the organization. Assist in analyzing M&A opportunities and evaluate new lines of business. Develop models that help with decision-making. Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years. About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
    $55k-82k yearly est. 1d ago
  • Utilities Analyst

    Newgen Strategies & Solutions

    Associate analyst job in Richardson, TX

    Water Utility Financial Analyst/Consultant NewGen Strategies & Solutions is a management consulting firm with offices nationwide. We specialize in three core practices, Energy, Water, and Solid Waste, providing strategic insight and practical solutions to help our clients achieve their goals. Our vision is to be the consulting company that makes a difference for our clients, our employees, and our communities. Guided by our core values, make an impact, foster innovation, expect quality, cultivate community, and be a trusted advisor, we are committed to excellence in everything we do. At NewGen, our employees are our greatest asset, and every team member-at every level-has a voice. The Financial Analyst/Consultant role in the Water Practice is an entry-level position with opportunity for advancement. We're looking for SOLVERS-people who approach challenges with curiosity and enjoy solving complex problems, much like tackling puzzles. In this role, you'll work directly with industry experts to build your skills while supporting water utility clients across the country. Key Roles Develop financial models in Microsoft Excel to help utilities forecast their costs, revenues, and performance indicators Analyze large data sets (including financial, demographic, and billing/consumption data) to inform the development of financial models Create understandable data visualizations using charts and user-friendly dashboards Clearly communicate results to clients in written reports and PowerPoint presentations Carry out quantitative and qualitative research (e.g., benchmarking utility bills) to inform decision making Develop subject matter expertise in water infrastructure while also providing analytical support to colleagues in our energy and solid waste practices Required Qualifications Undergraduate degree or higher in Finance, Economics, Accounting, Business Administration, Data Analytics, or another quantitative field 1 to 3 years of experience in a finance- or data-related role Strong working knowledge of Microsoft Excel Familiarity with fundamental financial concepts (such as inflation, depreciation, discount rates, operating costs, capital planning, debt service coverage, etc.) Basic knowledge of Microsoft Word and PowerPoint Preferred Qualifications Experience with advanced Excel features such as VBA, Power Query, Power Pivot, and Power BI Experience in the utilities industry Knowledge of programming languages for data analysis, such as Python, R, or SQL Qualities At NewGen, we're looking for SOLVERS, people who approach challenges with curiosity and thrive on solving complex problems. A SOLVER is: Structured - organized, methodical, and grounded in sound reasoning Ownership-driven - takes initiative and accountability for outcomes Logical - approaches problems with clear, evidence-based thinking Versatile - adapts quickly to changing needs, roles, and client priorities Elevating - lifts others through collaboration and positive influence Resourceful - finds creative, effective solutions even with limited information Additional qualities include: Passion for and proficiency in Microsoft Excel (you will spend most of your day in spreadsheets!) Exceptional attention to detail Excellent written and verbal communication skills Highly organized, with the ability to self-manage multiple priorities and deadlines Ability to transform, combine, analyze, and summarize large (and often messy) data sets What We Offer Join our team of experts dedicated to making a positive impact on our clients' water consumption and costs. We offer a competitive compensation package, benefits, and opportunities for professional growth in a supportive and collaborative work environment. Base compensation of $65,000 - $75,000. The range provided is NewGen's reasonable estimate of the base compensation for these roles. The actual amount may be higher or lower, based on non-discriminatory factors such as location, experience, knowledge, skills, and abilities. Annual bonuses of 8%, contingent on personal and company performance 401K plan with matching contributions Medical and dental insurance Paid vacations and holidays Paid maternity and paternity leave Meaningful opportunity for career progression within the organization Flexible work schedules (while being mindful of client deadlines) Ongoing training Office snacks and occasional group lunches and team-building activities Additional Information Location: Richardson, TX. In-person with the option to work from home two days per week. Employee Type: Full-time. Exempt. Some overtime and travel will be required. Legally Authorized to Work in United States: To qualify, applicants must be legally authorized to work in the United States, and should not require, now or in the future, sponsorship for employment visa status. NewGen is an equal opportunity employer and complies with all federal, state, and local fair employment practices laws. NewGen strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, gender identity, sexual orientation, marital status, sex (including pregnancy), age, disability, past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.
    $65k-75k yearly 3d ago
  • Senior Analyst

    Rreaf Holdings

    Associate analyst job in Dallas, TX

    We are a vertically integrated real estate investment, development, and management firm focused on the acquisition and repositioning of value-add multifamily communities across the United States. With in-house property management and construction management platforms, we execute full-cycle business plans designed to enhance asset performance and maximize value for our partners. Position Summary: The Asset Management Senior Analyst will provide critical analytical, financial, and administrative support to the Asset Management team overseeing a national portfolio of value-add multifamily properties. This is a high-impact, cross-functional role that requires a mix of quantitative rigor, operational understanding, and proactive project management. The Analyst will assist in driving the performance of the portfolio by supporting renovation oversight, financial tracking, lender and investor reporting, and team coordination across departments. Key Responsibilities: Build and maintain property-level financial models, including actual vs. pro forma comparisons, reforecasts, and investor return tracking. Assist in rent roll audits, lease trade-out analysis, retention tracking, and performance dashboards. Support ad hoc analysis such as breakeven occupancy studies, refinancing scenarios, and rent pricing strategies. Collaborate with the Asset and Construction Management teams to track CapEx budgets, monitor renovation progress, and ensure alignment with business plans. Prepare and submit monthly lender CapEx draw packages, including supporting invoices, lien waivers, pay apps, and photo documentation. Maintain draw tracking logs, update draw schedules, and follow up on disbursements with lenders and internal accounting. Support preparation of monthly, quarterly, and annual reports for lenders, partners, and internal stakeholders. Track compliance requirements related to loan covenants, investor agreements, and municipal reporting (e.g., inspections, insurance, taxes). Coordinate documentation needed for property tax appeals, insurance renewals, and lender deliverables. Liaise with in-house property management and construction management teams to gather data, monitor timelines, and surface risks or delays. Follow up with internal teams and external partners (lenders, consultants, vendors) to drive progress toward asset-level goals. Assist Asset Managers in organizing weekly performance calls, preparing agendas, and distributing action item summaries. Conduct market-level research and rent comp studies to support pricing, renewal, and leasing strategy decisions. Help evaluate the impact of new supply, market absorption, and economic conditions on asset-level performance. Qualifications: Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field. 2-3 years of experience in real estate asset management, investment analysis, consulting, or private equity (multifamily experience preferred). Strong proficiency in Excel and PowerPoint; experience with Yardi, RealPage, and/or Argus a plus. Familiarity with CapEx draw processes and loan servicing documentation is preferred. Highly organized, self-motivated, and able to manage multiple deadlines across different stakeholders. Strong interpersonal and written communication skills. Ability to travel occasionally for site visits and internal team meetings. Compensation & Benefits: Competitive base salary + discretionary bonus Full health, dental, and vision benefits 401(k) with company match Paid time off, holidays, and sick leave
    $70k-94k yearly est. 1d ago
  • Financial Analyst

    Russell Tobin 4.1company rating

    Associate analyst job in Dallas, TX

    FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management. Job Duration : 6-12 Months Pay rate : $23/hr (Summary of Division) Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm. Your Impact (Role Purpose Summary) This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously. Our Impact (Team Function Summary) The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity. How You Will Fulfill Your Potential (Responsibilities Summary) Monitor and investigate reporting breaks, process failures, and booking discrepancies. Work with Sales, Trading, and Technology to resolve technical or trade-related issues. Re-engineer processes to reduce risk and improve efficiency. Participate in technology upgrades and regulatory change projects. Continually refine workflows to improve quality, reduce errors, and meet operational targets. Skills - Basic Qualifications Summary Bachelor's degree and 0-3 years of experience, ideally in financial operations. Strong technical aptitude, Microsoft proficiency, and high attention to detail. Skills - Preferred Qualifications Summary Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support. Strong communication, relationship-building, and problem-solving abilities. Ability to handle pressure, multitask, and anticipate issues proactively. Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.
    $23 hourly 2d ago
  • 2027 Summer Analyst Program - M&A (Dallas)

    TDI 4.1company rating

    Associate analyst job in Dallas, TX

    Role Type: Internship/Co-op Work Term: Summer/Term 3 Hours: 40 Pay Details: $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: 2027 Summer Analyst Program - M&A (Dallas) TD Securities is a market leader in Mergers & Acquisitions and strategic advisory across a broad range of industries, such as Healthcare, Energy, Consumer and Chemicals. Our M&A business provides world-class advice and execution services to guide corporations through strategic M&A opportunities. Our client-first, solutions-oriented, and product agnostic approach drives high quality transaction outcomes and long-lasting relationships. Our M&A Summer Analyst program offers an exciting opportunity to gain valuable hands-on experience and deep insights into our day-to-day work as we deliver on innovative strategies and solutions to meet the objectives of our clients. You will work on a collaborative and dynamic team, during which you will develop extensive industry experience, build long-lasting relationships and create best-in-class, client-facing presentation materials and financial models. As a summer analyst, you will: Participate in an immersive orientation and rigorous technical training program that is focused on building a strong foundation in financial analysis, accounting and valuation skills. Build and maintain complex financial models. Perform various financial analyses and apply valuation tools to assess opportunities. Conduct comprehensive and in-depth company and industry research. Draft external marketing materials and client pitch presentations. Support in the execution of M&A transactions. Collaborate with various teams across the Corporate & Investment bank. What makes M&A right for you? M&A at TD Securities offers the opportunity to gain extensive industry experience, develop long-lasting client relationships and create best-in-class, client-facing presentation materials and financial models. Analysts will work in a fast-paced environment that is challenging yet collaborative and motivating. Requires the ability to think analytically and solve complex financial problems. Along with establishing soft skills (communication, professionalism, etc.) and technical skills (financial modeling, valuation analysis, etc.), successful analysts develop strong attention to detail, proactivity, urgency, pride, work ethic and enthusiasm. Who We Are Looking For Pursuing a bachelor's degree with an anticipated graduation date between December 2027 and June 2028. Authorized to work in the United States without the need for employer sponsorship. For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension Results driven, proven academic excellence and strong interpersonal skills. High ethical and professional standards. Strong financial/analytical skills, knowledge of MS Excel preferred. Proactive and highly motivated. Able to work effectively in a team environment and independently. Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.). Application Deadline: February 1, 2026. Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026. ___________________________________________________ The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups. Depth & Scope: Builds an understanding of the businesses and Customers the role supports May answer and direct incoming calls internally and externally Provides support for Manager and others areas, as indicated May assist in completing various departmental projects/reports May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects Analyzes specific accounts Assists in the preparation of specific federal and state returns Assists with projects Assists in the audit requests Assists with operational and administrative functions May support or partner with several business functions/areas/departments Participates in various projects and tasks, as assigned Education & Experience: High School Diploma required Currently enrolled in 4 year college program or post graduate program 3.2 GPA or higher preferred Excellent computer skills, including Microsoft Office Excellent interpersonal skills Demonstrated leadership qualities Good written and oral communications skills Detail oriented and self-motivated Ability to handle multiple tasks in a fast-paced environment Ability to work in an office environment Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $30-45 hourly Auto-Apply 16d ago
  • 2027 Private Capital Advisory & Fundraising: Private Capital Advisory Summer Analyst Program - Dallas

    Evercore Inc. 4.9company rating

    Associate analyst job in Dallas, TX

    Evercore's Private Capital Advisory ("PCA") group provides independent advice and execution services to leading private equity sponsors and institutional investors on a variety of strategic transactions across the private capital spectrum including (i) sponsor driven private equity fund recapitalizations, (ii) sales of portfolios of private assets, (iii) seeded capital raises, and (iv) management team spin-outs. PCA's clients include private equity sponsors, financial institutions, asset managers, pension funds, endowments, foundations, and family offices seeking to utilize the secondary private equity market. PCA focuses on a diverse range of asset types including buyout, venture, credit, real estate, energy, and infrastructure. The Evercore Summer Analyst Program is a 10-week program designed to provide a highly motivated undergraduate with a representative experience of a PCA analyst. PCA's LP led Dallas team is seeking intelligent, mature individuals with the desire and flexibility to work in an entrepreneurial environment and the ability to learn on the job. This summer analyst will work with our limited partner ("LP") team on advising LPs on sales of portfolios of private assets. Our LP team works with a wide variety of LPs on liquidity solutions, including university endowments, foundations, public and corporate pensions, family offices and asset managers. A deal example can be found . Evercore offers highly qualified summer analysts the chance to advance more rapidly and take on more responsibility than in traditional bulge-bracket firms, exposure to blue-chip clients, and the chance to be part of rapidly growing, highly regarded firm. What are the Specific Qualifications? * Pursuing an undergraduate degree with a graduation date between December 2027 and June 2028 * Finance, Accounting or Economics major (preferred) * Interested in pursuing a career in the secondaries industry * Superior analytical skills and demonstrated excellence in academic coursework * Strong interpersonal skills and a collaborative, loyal team player * Strong communications skills, both written and oral * A deep commitment to personal excellence with a proven track record of strong work ethic * Approaches challenges with optimism, humility, and a focus on learning and growth Application Instructions for Students: * Applications open January 1, 2026 * To be considered for the internship, please submit your application by February 1, 2026 * Applications are reviewed and interviews will occur on a rolling basis * Applications should be submitted here: evercore.com/careers About Evercore Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic and financial significance to boards of directors, management teams and shareholders, including mergers and acquisitions, strategic shareholder advisory, restructurings and capital structure. Evercore also assists clients in raising public and private capital, delivers equity research and equity sales and agency trading execution, and provides wealth and investment management services to high-net-worth and institutional investors. Founded in 1995, the firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in the Americas, Europe, the Middle East and Asia. For more information, please visit ***************** Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws. Expected Base Salary Range: $120,000 - $120,000
    $120k-120k yearly 19d ago
  • PBWM Technology, Summer Analyst, Leadership & Delivery - Dallas (North America - 2024)

    Career-Mover

    Associate analyst job in Irving, TX

    Citi's PBWM Technology Summer Analyst Program is seeking talented students for the Leadership & Delivery track, based in Dallas, Texas, and Jacksonville, Florida, with targeted graduation dates between December 2024 and May 2025. This 10 -week immersive program offers a unique experience within PBWM Technology teams, focusing on three tracks: Software Development (iOS, Android, Angular, Java), Data & Analytics (Data Engineer, Machine Learning & Visualization), and Leadership & Delivery (Project Management, Product Management, and more). The Leadership & Delivery track is project leadership -oriented and offers roles such as project management, business analysis, risk management, UI/UX design, and more. While technical knowledge is preferred, it's not required, as success in these roles relies on communication, analytical, organizational skills, and problem -solving. The program feeds into the full -time PBWM Technology Analyst Program, providing further development and rotations for well -rounded professionals. Applicants should be pursuing a Bachelor's degree, have a GPA of 3. 0 or above, and not require U. S. work authorization sponsorship. Citi values diversity, personal growth, career development, integrity, and ethical decision -making, offering an annual salary of $90,000 for successful candidates.
    $90k yearly 60d+ ago
  • 2027 Summer Analyst Program - M&A (Dallas)

    TD Bank 4.5company rating

    Associate analyst job in Dallas, TX

    Role Type: Internship/Co-op Work Term: Summer/Term 3 Hours: 40 Pay Details: $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: 2027 Summer Analyst Program - M&A (Dallas) TD Securities is a market leader in Mergers & Acquisitions and strategic advisory across a broad range of industries, such as Healthcare, Energy, Consumer and Chemicals. Our M&A business provides world-class advice and execution services to guide corporations through strategic M&A opportunities. Our client-first, solutions-oriented, and product agnostic approach drives high quality transaction outcomes and long-lasting relationships. Our M&A Summer Analyst program offers an exciting opportunity to gain valuable hands-on experience and deep insights into our day-to-day work as we deliver on innovative strategies and solutions to meet the objectives of our clients. You will work on a collaborative and dynamic team, during which you will develop extensive industry experience, build long-lasting relationships and create best-in-class, client-facing presentation materials and financial models. As a summer analyst, you will: * Participate in an immersive orientation and rigorous technical training program that is focused on building a strong foundation in financial analysis, accounting and valuation skills. * Build and maintain complex financial models. * Perform various financial analyses and apply valuation tools to assess opportunities. * Conduct comprehensive and in-depth company and industry research. * Draft external marketing materials and client pitch presentations. * Support in the execution of M&A transactions. * Collaborate with various teams across the Corporate & Investment bank. What makes M&A right for you? * M&A at TD Securities offers the opportunity to gain extensive industry experience, develop long-lasting client relationships and create best-in-class, client-facing presentation materials and financial models. * Analysts will work in a fast-paced environment that is challenging yet collaborative and motivating. * Requires the ability to think analytically and solve complex financial problems. * Along with establishing soft skills (communication, professionalism, etc.) and technical skills (financial modeling, valuation analysis, etc.), successful analysts develop strong attention to detail, proactivity, urgency, pride, work ethic and enthusiasm. Who We Are Looking For * Pursuing a bachelor's degree with an anticipated graduation date between December 2027 and June 2028. * Authorized to work in the United States without the need for employer sponsorship. For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension * Results driven, proven academic excellence and strong interpersonal skills. * High ethical and professional standards. * Strong financial/analytical skills, knowledge of MS Excel preferred. * Proactive and highly motivated. * Able to work effectively in a team environment and independently. * Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.). Application Deadline: February 1, 2026. Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026. ___________________________________________________ The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups. Depth & Scope: * Builds an understanding of the businesses and Customers the role supports * May answer and direct incoming calls internally and externally * Provides support for Manager and others areas, as indicated * May assist in completing various departmental projects/reports * May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects * Analyzes specific accounts * Assists in the preparation of specific federal and state returns * Assists with projects * Assists in the audit requests * Assists with operational and administrative functions * May support or partner with several business functions/areas/departments * Participates in various projects and tasks, as assigned Education & Experience: * High School Diploma required * Currently enrolled in 4 year college program or post graduate program * 3.2 GPA or higher preferred * Excellent computer skills, including Microsoft Office * Excellent interpersonal skills * Demonstrated leadership qualities * Good written and oral communications skills * Detail oriented and self-motivated * Ability to handle multiple tasks in a fast-paced environment * Ability to work in an office environment Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $30-45 hourly Auto-Apply 13d ago
  • Summer Analyst (2027 )

    Trinity Hunt Partners

    Associate analyst job in Dallas, TX

    We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $58k-95k yearly est. Auto-Apply 60d+ ago
  • 2027 Commercial & Specialized Industries Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Associate analyst job in Dallas, TX

    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.
    $61k-84k yearly est. Auto-Apply 15d ago
  • Summer 2027 Financial Analyst (Class of 2028), Corporate Valuation Advisory Services - Multiple Locations

    HL Group 4.4company rating

    Associate analyst job in Dallas, TX

    Business Unit: Financial And Valuation Advisory Industry: Corporate Valuation Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Financial and Valuation Advisory Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Basic Qualifications A B.A./B.S./B.B.A. candidate-Finance or Accounting major with a graduation date between December 2027 and June 2028 Coursework in accounting and finance A fundamental understanding of valuation theory, methodologies, and applications Preferred Qualifications Strong analytical abilities and financial and computer skills (Excel in particular) A demonstrated ability to work cooperatively with all levels of staff Excellent verbal and written communication skills Overview The Corporate Valuation and Advisory Services (“CVAS”) team performs business valuations and intangible asset valuations in connection with mergers and acquisitions for financial and tax reporting and management planning requirements. Team members have expertise in finance and accounting and understand global valuation methodologies and best practices. The team delivers value to private equity and corporate clients across a wide range of industries. Responsibilities As a Summer Financial Analyst on the CVAS team, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm's marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $70,000.00-$115,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-115268
    $70k-115k yearly Auto-Apply 36d ago
  • Corporate - Restructuring & Special Situations Finance

    Evans Hiring Partners

    Associate analyst job in Dallas, TX

    Job Description Position: Corporate - Restructuring & Special Situations Finance Location: Dallas, Texas, United States About the Company: Am Law 100 firm, home to more than 1,900 lawyers operating across 21 offices worldwide. Our teams are dedicated to crafting and deploying creative legal strategies tailored to complex and high-stakes matters. We pride ourselves on our unique combination of precision and vision, forging deep partnerships with our clients to help them navigate tough challenges and thrive in unprecedented times. Job Responsibilities: Lead and execute complex restructuring transactions across various industries. Provide strategic financial analysis and advisory services to clients facing distressed situations. Collaborate with internal teams and external advisors to devise and implement effective restructuring plans. Conduct thorough financial assessments and modeling to support client objectives and negotiations. Prepare and present comprehensive financial reports, including forecasts and valuation analyses, to stakeholders. Negotiate terms and conditions with various parties involved in restructuring processes. Monitor market trends and keep clients informed on relevant changes and opportunities in restructuring finance. Mentor and train junior staff to enhance team capabilities and service delivery. Essential Qualifications: Juris Doctor (JD) degree from an accredited law school. Admission to the bar in the applicable jurisdiction. A strong understanding of finance and restructuring principles. Exceptional analytical and problem-solving skills. Excellent written and verbal communication abilities. Desired Experience: Minimum of 5 years and maximum of 9 years of experience in restructuring, special situations finance, or related fields. Demonstrated experience in advising on complex transactions and distressed companies. Experience working in a law firm or professional services firm preferred. Proven track record of managing client relationships and delivering high-quality legal services. Strong organizational skills and ability to manage multiple priorities in a fast-paced environment. Salary & Benefits: The annual salary for this position ranges from $365,000 to $435,000, commensurate with experience and qualifications. Gibson, Dunn & Crutcher LLP offers a comprehensive benefits package that includes health insurance, retirement plans, paid time off, and professional development opportunities. Application Process: Interested candidates are encouraged to submit their resume along with a cover letter detailing their relevant experience and qualifications to the provided email address.
    $54k-82k yearly est. 60d+ ago

Learn more about associate analyst jobs

How much does an associate analyst earn in Irving, TX?

The average associate analyst in Irving, TX earns between $40,000 and $89,000 annually. This compares to the national average associate analyst range of $47,000 to $98,000.

Average associate analyst salary in Irving, TX

$59,000

What are the biggest employers of Associate Analysts in Irving, TX?

The biggest employers of Associate Analysts in Irving, TX are:
  1. GM Financial
  2. Citi
  3. GameStop
  4. DBA
  5. DBA) American Beacon Partners
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