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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. 5d ago
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Analyst - Investments
Corten Real Estate
Associate analyst job in Philadelphia, PA
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. 2d ago
Workday Configuration Support Analyst
Insight Global
Associate analyst job in Philadelphia, PA
We are seeking a dynamic, self-driven Workday Configuration Support Consultant to support our payroll operations and system troubleshooting in a fast-paced, evolving environment. This role is critical in ensuring accurate and compliant payroll processing for U.S. and Canadian employees, diagnosing and documenting system issues, and partnering with internal and external teams to drive continuous improvement. The ideal candidate is a quick thinker, highly analytical, and ready to hit the ground running with minimal training.
RESPONSIBILITIES:
- Diagnose, troubleshoot, and document Workday Payroll configuration issues, partnering with external AMS support for resolution.
- Support accurate and compliant payroll processing for U.S. and Canadian employees, serving as backup processor when needed.
- Collaborate with HR partners to review, update, and resolve Workday payroll tickets.
- Utilize advanced Excel skills (VLOOKUPs, Pivot Tables, data validation) to support payroll audits and reporting.
- Contribute to stabilization and continuous improvement efforts following the transition from Employee Central to Workday.
- Spend approximately 80% of time working within Workday (ticketing, payroll, reporting) and 20% in meetings with internal and cross-functional stakeholders.
REQUIRED SKILLS AND EXPERIENCE
- Deep expertise in Workday Payroll configuration and integration with the ability to diagnose issues, identify root cause and communicate solution to external AMS team to perform configurations
- Demonstrated experience running U.S. and Canadian payrolls
- Ability to work independently, adapt to changing priorities, and manage ad-hoc requests in a fast-paced environment.
- Familiarity with payroll compliance, tax rules, and reporting requirements.
- Advanced Excel skills and comfort with hands-on troubleshooting.
- Workday Payroll certification strongly preferred; must be ready to contribute immediately with minimal training.
$57k-95k yearly est. 4d 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. 1d ago
APPLICATION ANALYST III BEACON
Cooper University Health Care 4.6
Associate analyst job in Medford, NJ
About us At Cooper University Health Care , our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies and research protocols. We have a commitment to our employees to provide competitive rates and compensation programs. Cooper offers full and part-time employees a comprehensive benefits program, including health, dental, vision, life, disability, and retirement. We also provide attractive working conditions and opportunities for career growth through professional development. Discover why Cooper University Health Care is the employer of choice in South Jersey. #LI-CU1 Short Description Responsible for enhancing, supporting, and maintaining applications. Coordinates the analysis and development of new functionality. Builds, tests, and implements new functionality, maintenance changes, and fixes. Reviews and completes scheduled vendor releases and system upgrades. Analyzes, diagnoses, and implements system and process changes. Ensures system changes follow change management procedures and protocols. Act as application SME when assigned to project teams. Works with cross functional teams on system functionality and configuration of new tools. Documents current/future state workflows. Create and maintain test scripts. Develops, plans, and executes testing for supported applications. Consistently meets project deadlines and goes the extra mile to ensure dates are met. Troubleshoots, researches, and solves technically challenging problems involving integrated systems. Design, build, execute and maintain integration test scripts and user acceptance test plans. Beacon requirements in addition to Analyst III job description: - Comprehensive understanding of system build and knowledge of a wide range of functionality that supports oncology patients through the trajectory of cancer care. This includes diagnosis, tumor board, navigation, treatment, support and survivorship. - Ability to collaborate with oncology end users to analyze workflows, identify risks and develop solutions to optimize functionality - Strong knowledge of clinical oncology care necessary to build beacon treatment, supportive and research protocols. - Working knowledge of facility structure, department and pharmacy build - Experience in Epic Ambulatory and Willow preferred. - Experience with oncology based 3rd party systems preferred. - Bachelor's degree preferred, in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience Experience Required 6-10 years experience required 5-7 years relevant clinical, certification, and/or technical experience will be considered for those candidates who have a proven track record in the field and handling responsibilities associated with the outlined job responsibilities/summary Education Requirements Bachelors degree preferred Business, Data Analytics, Information Technology/Systems, Healthcare preferred. 5-7 years relevant clinical, certification, and/or technical experience will be considered in lieu of degree. License/Certification Requirements RN, PT, OT, MA, LPN. Healthcare experience in hospital, medical practice, or health system. Special Requirements Excellent written and verbal communication. Ability to effectively translate IT terminology and processes with key stakeholders. Strong customer service skills. Ability to multitask in high pace work environment.
$85k-113k yearly est. 1d ago
Asset Management Analyst
Preit 4.0
Associate analyst job in Philadelphia, PA
Company
Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations.
Responsibilities
This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development.
Essential Functions
Supports leadership in PREIT portfolio lease execution.
Create and update annual property budgets and creating forecasting models for region in Argus and Excel.
Develop pro formas and projections for leasing representatives to help them in negotiating transactions.
Develop and track pro formas for redevelopment projects.
Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses.
Build and maintain quarterly covenant calculations for term reporting.
Participate in Regional Production meetings and ensure action items are addressed in a timely manner.
Monitor performance of the property and identifying operations and challenges and implement strategies to respond.
Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants.
Prepare financial projections for the properties and portfolio, and for properties under consideration for development.
Carry out special assignments/projects as assigned by management.
Assist team in acquisition, disposition, and refinance initiatives.
Qualifications
Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable.
1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position.
Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors.
Excellent written and verbal communication skills
Detail orientation demonstrated ability to multitask effectively, and strong analytical skills.
Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus.
Ability to work in Center City, Philadelphia office 4 days per week.
Benefits
401(k)
Health insurance
$66k-81k yearly est. 1d ago
Research Analyst 1 (Lottery Specialist 1)
Commonwealth of Pennsylvania 3.9
Associate analyst job in Middletown, PA
Do you want to be an integral part of a $5 billion sales organization, as well as working for one of the most respected brands in Pennsylvania and on behalf of a very important mission: to generate funding to benefit older Pennsylvanians? The Pennsylvania Lottery is seeking a Research Analyst 1 to support the Research Division with routine reporting, basic sales analysis, data gathering and cleaning, and assisting on larger research projects. Apply with us today and embark upon a new and exciting career path!
DESCRIPTION OF WORK
As a Research Analyst 1, you will be responsible for conducting research to identify trends and make recommendations for promotions and improvements to the Lottery's product portfolio or departmental policies or procedural changes. You will also participate in systems analysis and operational research studies to evaluate the effectiveness and efficiency of current programs, policies, and systems, in addition to assisting with developing recommendations based upon study findings.
This professional gathers data from extensive and varied sales reports and other sources, monitors individual game sales' performance, analyzes sales and promotional activity in an effort to identify successful or underperforming Lottery products or marketing strategies, and drafts reports of findings including recommendations that would increase sales and recommendations of new game marketing techniques and strategies. Strong organizational skills are implemented to maintain analytical reports for marketing, products, retail operations, and the executive office.
Interested in learning more? Additional details regarding this position can be found in the position description.
Work Schedule and Additional Information:
Full-time employment
Work hours are 8:00 AM to 4:00 PM, Monday - Friday, with 30-minute lunch.
Telework: You may have the opportunity to work from home (telework) part-time up to three days per week. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the headquarters office in Middletown. The ability to telework is subject to change at any time. Additional details may be provided during the interview.
Salary: In some cases, the starting salary may be non-negotiable.
You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices.
REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY
QUALIFICATIONS
Minimum Experience and Training Requirements:
One year of professional marketing, advertising, sales, or merchandising experience; and a bachelor's degree in marketing, advertising, business administration, data science, economics, or a related field; or
Five years of experience in managing a retail business, servicing retail sales accounts, or marketing products to retail accounts, which includes sales, advertising, marketing communications, product research, or promotion.
Additional Requirement:
You must be able to perform essential job functions.
Preferred Criteria:
Experience in data analysis, data modeling and data visualization.
Proficient navigating Excel and Tableau.
Lottery or gaming industry experience.
How to Apply:
Resumes, cover letters, and similar documents will not be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education).
If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable.
Your application must be submitted by the posting closing date
.
Late applications and other required materials will not be accepted.
Failure to comply with the above application requirements may eliminate you from consideration for this position.
Veterans:
Pennsylvania law (51 Pa. C.S. *7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to ************************************************ and click on Veterans.
Telecommunications Relay Service (TRS):
711 (hearing and speech disabilities or other individuals).
If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date.
The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply.
$39k-50k yearly est. 5d ago
Underwriting Analyst #11375
Munich Re 4.9
Associate analyst job in Princeton, NJ
Underwriting Analyst
We're adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients. We will consider a range of experience for this role and the offer will be commensurate with that.
The Company
As a member of Munich Re's US operations, we offer the financial strength and stability that comes with being part of the world's preeminent insurance and reinsurance brand. Our risk experts work together to assemble the right mix of products and services to help our clients stay competitive - from traditional reinsurance coverages, to niche and specialty reinsurance and insurance products.
The Opportunity
Future focused and always one step ahead.
The Underwriting Analyst is responsible for providing support to MR F&C Corporate Engineering underwriters. Duties will include reviewing and handling submission requests, process new business, renewals through the company's financial system in a timely and accurate manner, researching property locations for prior coverage and losses using Munich Re Americas and Munich systems, assigning occupancies to locations, calculating total insured values and setting up quote/binder templates. Communicates with brokers/agencies, customers and internal departments and special projects as needed.
Responsibilities
Organize submission information:
Review and organize the submission or specification for new and renewal business and endorsements within the time standard and business hours set out by the department.
Provide internal processing and research support on complex submissions. Provide Underwriters with required reports and analysis.
Review the limits, deductibles and input terms and conditions into global and local systems.
Clear submissions for single risk and facultative certificate in the appropriate Munich global system.
Request information and follow up for any missing information using emails.
Prepare submissions for entry into the underwriting systems for rating purposes.
Set up folders electronically for submissions, new and renewal business, and endorsements. Clear any incoming mail/emails in the underwriting system, match up with appropriate file (s).
Perform quality control of system entries to ensure accurate financials and mitigate any resulting financial impacts; maximize the integrity, quality and usability of information which will minimize discrepancies encountered by local and global data consumers.
Collaborate with Underwriters, internal departments and clients to ensure all assumptions are properly included.
Run basic rating and pricing models.
Independently handle:
Preparation of quotes and binders
Policy Review, Policy Processing for both insurance single risk policies, endorsements and reinsurance certificates
Research loss information
Clear accounting discrepancies and assist claims with any information they may require
Recommend process improvements tool and enhancements, testing of systems and process changes
Participate on global or local projects as assigned
Qualifications
* Bachelor's degree or college level insurance coursework.
* Company experience 4+ years with emphasis on analytic functions in underwriting, accounting, or statistical disciplines. 2+ years' experience as an underwriting analyst.Experience with manuscript policy form preferred.
* Working knowledge of pricing models, insurance policies and reinsurance contracts for property engineering lines of business.
* Basic knowledge of primary and/or reinsurance underwriting process and coverage
* Excellent customer service skills with successful ability to take ownership of and resolve issues
* Intermediate to expert level computer skills - Microsoft Excel, Word, PowerPoint, SharePoint, and Outlook.
* Detail oriented and results driven
* Ability to Travel between Princeton and New York
The Company is open to considering candidates in numerous locations, including Princeton. The salary range posted below applies to the Company's Princeton location.
The base salary range anticipated for this position is $72,000 - $105,000 plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
The salary estimate displayed represents the typical salary range for candidates hired in this position in Princeton. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range.
At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
#LI-JR1
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$72k-105k yearly 6d ago
Junior Financial Analyst
Vaco By Highspring
Associate analyst job in Trenton, NJ
Job Title: Junior Insurance Analyst (P&C) Compensation: $100,000-$110,000 base Experience Level: 2-3+ years Industry: Property & Casualty Insurance About the Role A growing insurance organization is seeking a Junior Insurance Analyst to join its growing finance and analytics function. This role sits on the Property & Casualty (P&C) side of the business and will partner closely with senior leadership to support financial planning & analysis (FP&A), reporting, and data-driven decision-making.
The team is currently navigating data challenges and is looking for a high-potential, detail-oriented analyst who is eager to grow, improve processes, and help lay the groundwork for a broader information process improvement initiative planned for 2026.
This is an excellent opportunity for a sharp, ambitious analyst who wants visibility, responsibility, and long-term growth within an insurance-focused environment.
Key Responsibilities
Support FP&A activities including budgeting, forecasting, variance analysis, and management reporting
Partner with the management team to gather, validate, and analyze financial and operational data
Assist in identifying data gaps, inconsistencies, and inefficiencies across reporting processes
Build and maintain Excel-based models, reports, and analysis to support business decisions
Contribute to ongoing efforts to improve data quality and information flow in preparation for future system and process enhancements
Provide ad hoc analysis and insights related to P&C performance
Qualifications
2-3+ years of experience in insurance, financial analysis, FP&A, or a related analytical role
Property & Casualty (P&C) insurance experience is required
Strong Excel skills (pivot tables, formulas, financial modeling)
Demonstrated tenure and retention (ideally at least 2 years with one employer)
Comfortable working with imperfect or evolving data
Highly motivated, proactive, and eager to take on increased responsibility
Strong communication skills and ability to work cross-functionally with leadership
What They're Looking For
A sharp analyst with strong fundamentals
Someone ambitious who wants to grow with the organization
A candidate excited to help improve data and information processes ahead of a larger 2026 initiative
$100k-110k yearly 1d ago
Financial Analyst - Reinsurance - Blue Bell, PA
PMA Companies 4.5
Associate analyst job in Blue Bell, PA
Preparation of various general ledger journal entries.
Prepare monthly reconciliations for accounts receivable.
Prepare monthly or quarterly reconciliations for various other balance sheet accounts.
Completion of cash collection schedules for all business written.
Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts.
Assist in the calculation and reporting of liability treaty reinsurance amounts.
Process Concur payments for various Reinsurers.
Prepare Ad-hoc reports in excel as needed.
Prepare other reconciliations as assigned.
Providing additional support with special projects or Audit requests.
Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
Requirements:
Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required.
Minimum of one year experience in accounting/finance or related field.
Strong verbal and written communication skills.
Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.
Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.
Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).
$70k-101k yearly est. 5d 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 20d ago
UX Research Analyst/Tester
Stem Xpert
Associate analyst job in Piscataway, NJ
Founded in 2009 and headquartered in Ann Arbor, MI, TEKWISSEN™ provides a unique portfolio of innovative capabilities that seamlessly combines clients insights, strategy, design, software engineering and systems integration. Our tightly integrated offerings are tailored to each client's requirements and span the services spectrum from Application Development/Maintenance, testing, Technology Consulting & staffing. The company is primarily focused on information technology, engineering, healthcare, financial technology and contingent workforce solutions. It operates in seven business segments including Commercial, Professional & Technical, EMEA Commercial, and EMEA Professional & Technical. The company provides professional and technical expertise in the fields of Telecom, Education, Banking, Retail, e-commerce, Automotive, Life Science, Insurance, legal, healthcare, among others. It also offers outsourcing, consulting, recruitment, career transition, and vendor management services.
We strongly believe:
" If something cannot be measured, it cannot be managed. "
TEKWISSEN™ measures all of these processes and applies corrective interventions to manage the quality process at its core.
We are an Equal Employment Opportunity Employer M/F/V/D
Recognitions:
2015 -America's Fastest Growing Company by Inc.com
2015- SPARK FastTrack Award from Ann Arbor SPARK
2015 -Honoree of Diversity Focused Company by Corp! Magazine
2014- America's Fastest Growing Company by Inc.com
2014- Michigan 50 Companies to Watch
2014 - DiSciTech Award in Technology by Corp! Magazine
2014- DiSciTech TECHNOLOGY Company of the year by Corp! Magazine
2014- SPARK FastTrack Award from Ann Arbor SPARK
Specialties:
Enterprise Solutions, Web Development, Data Warehousing, Systems Integration, IT Security, Storage Technologies, Development and Delivery, Business Intelligence, Telecommunications, Consulting and Planning, Network design, Implementation &Administration
UX Research Analyst/Tester
Piscataway, NJ
5+ Months Contract
Job Description:
• 2 plus years of professional experience with usability analysis or testing and research analysis for user or customer experience ( UX).
• Person who has written test cases from requirements.
• A great communicator eager to learn and be in fast paced enterprise environment.
• Customer or User Experience Testing role is primarily for client's Retail Stores.
• Candidate would test (but not limited to) New or Modified Products and Service and National client's Retail policies.
• Analyzing data from reporting and also data retrieved from Usability Testing Tools from Survey Monkey, OpinonLabs, Foresee, usertesting.com, Customer or User Focus Groups, Optimal workshops.
Retail Experience (a plus):
• Bachelor Degree in Marketing or Behavioral Science or Psychology or work experience equivalent
• Has both the usability testing, customer experience and research analysis background.
Primary Skill Requirement:
• User and Customer Experience, Journey Mapping, Strong PPTX, Word, Excel experience.
Additional Information
Thanks & Regards
Swati
swati(dot)**********************
************
$61k-99k yearly est. Easy Apply 60d+ 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 Analyst, Pricing
Uspl Nutritionals LLC
Associate analyst job in North Brunswick, NJ
Job Description
Date
8/2024
Title
Junior Pricing Analyst
Department
Executive Management
Reports to
Senior Pricing Analyst
FLSA (Exempt or Non-Exempt
Exempt
Role Overview
A Junior Pricing Analyst at US Pharma Lab LLC plays a crucial role in supporting the Senior Pricing Analyst in optimizing cost-based exercises and strategies.
The primary job responsibilities include developing, analyzing, and presenting costing models reporting pricing discrepancies, reviewing margin changes for existing businesses, and maintaining costing databases. This highly cross-functional role involves collaborating with various teams-such as sales, purchasing, R&D, supply chain, and customer service-to ensure that product pricing is accurate and aligns with profitability goals and market demands.
This role offers an exciting opportunity for a detail-oriented and motivated individual to contribute to the pricing analysis & strategies of a leading global nutraceutical manufacturer.
Areas of Responsibility
Management
Costing Models: Create and analyze costing models to inform pricing decisions.
Pricing Discrepancies: Identify and resolve any discrepancies in pricing.
Margin Review: Monitor, analyze, and report on internal price/margin changes.
Database Maintenance: Maintain and update pricing databases.
Cross-functional Collaboration: Work with sales, purchasing, R&D, supply chain, finance, and customer service teams to optimize pricing and profitability.
Ensure Schedule Adherence: Distribute workload based on changing priorities to meet schedules. Updates the cross-functional project teams on key goals and timeline dates. Follow up with internal teams for their deliverables for a given project. Attend meetings to take and send notes when required. meet customer and internal deadlines.
Regulatory Compliance: Ensure full compliance with company policies, procedures, GMPs, Ethical Business Practices, and SOPs at all times.
Problem Solving: Evaluate and resolve issues by reviewing areas of concern and potential solutions and preparing recommendations for management. Be proactive and anticipate the next task.
Foster Teamwork: Maintain a work environment that supports teamwork and continuous process improvement.
Interdepartmental Interaction: Work with sales, purchasing, R&D, supply chain, and customer service teams to optimize pricing and profitability.
People
Foster Collaboration: Create an environment that respects and values diverse backgrounds.
Effective Communication: Establish and maintain effective relationships with peers, team members, and senior managers to ensure clear communication.
Goal Setting: Align goals and objectives with the organization for self and , create action plans, set milestones, and deliver progress reports and development plans. .
Communication: Maintain open lines of communication with employees, peers, and management.
Production Efficiency: Ensure efficient, timely, and accurate completion of functions.
Cross-functional Support: Learn and understand specific manufacturing operations to provide support in other areas as needed.
Other Responsibilities Including Safety
Safety and Responsibility: Work safely and responsibly to create an injury-free and incident-free workplace.
Training Compliance: Comply with all job-related safety and other training requirements.
Communication with Management: Keep management informed of area activities and significant problems. Following chain of command.
Extended Hours: Work extended hours and occasional weekend overtime as required.
Other Duties: Perform other duties as assigned.
Requirements
Education & Qualification:
Degree Requirement: Associate or bachelor's degree in finance, statistics, business administration, or a relevant field.
Industry Experience: Previous experience or familiarity with the pharmaceutical/nutraceutical industry is advantageous.
Certifications, Licenses, Credentials:
N/A
Required Skills & Ability
Attention to Detail: Strong ability to interpret and analyze complex data with high precision.
Multitasking: Ability to handle multiple projects in a fast-paced environment while meeting deadlines.
Communication: Excellent written and oral communication skills, with the capability to work independently or as part of a team.
Critical Thinking: Basic understanding of finance principles related to pricing, margin, revenue, etc.
Technical Skills: Advanced proficiency in Excel; experience with MRP systems is preferred.
Education: Associate or bachelor's degree in finance, statistics, business administration, or a relevant field.
Industry Knowledge: Previous experience or familiarity with the pharmaceutical/nutraceutical industry is advantageous.
Physical Requirements
Mobility: Must stand and walk on the production floor for a minimum of 6 hours per shift.
Manual Dexterity: Uses hands to finger, handle, feel, or operate objects or controls, lifting to waist height and/or above shoulder height, frequent bending from the waist, squatting, and walking short distances.
Personal Protective Equipment (PPE): Occasionally be able to wear all PPE including a lab coat, face mask, booties, gloves, safety glasses/goggles, and respirators.
Work Environment
Work Setting: Primarily located in an office environment where temperatures are controlled for heat and air conditioning. Occasionally walks through warehouse or manufacturing workplace and will be required to wear appropriate PPE for each work area.
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 the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
USPL is proud to be an Equal Opportunity Employer.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, national origin, age, genetic information, disability, protected veteran status, or any other characteristic protected by applicable local, state, or federal law.
Benefits And Compensation: Our benefits are designed to help you move forward in your career, and in areas of your life outside of USPL. From health and wellness benefit options including: medical, dental, vision, short and long term disability, basic life insurance, supplemental life insurance, AD&D insurance. We also offer a matched 401(k) savings plan. Employees have the opportunity to receive compensation in the form of premium pay such as overtime, shift differential, holiday pay, sick time, etc. Newly hired employees receive up to 10 days of vacation the first year, which grows to 12 days starting the second year of employment.
$58k-91k yearly est. Auto-Apply 59d 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.
Consider joining NJM's 2026 Paid Summer Intern Program! This is a robust program that includes:
Lunch with our leaders
Meaningful work where you are a contributor and collaborator
Team Intern Project: Researching and presenting a business question to our top leaders
Leader Presentations: Insurance Industry, Key Departments and how they work and more
Informational interviews in areas you want to learn more about.
Intern Fun:
Night at the Trenton Thunder Game
Volunteer activities to give back to the community in which we serve
Networking events
Team building games
Here is what our interns said about us!
John: “NJM is a place to learn and grow. The community is truly special.”
Kyle: “I cannot recommend this internship enough to other students! The SIU internship has become a cornerstone of my professional and academic development and has laid a foundation for my future endeavors.”
Maggie: “People are here to help, and we are here to learn.”
Joe: "I truly cannot imagine having interned at someplace other than NJM over the past year. I consider myself so extremely lucky to have had this excellent opportunity!"
Overview
NJM Insurance Group's Claims Analytics Department is seeking a Claims Insights Analyst Intern (the official NJM Title is Business Insights Analyst, Intern). This role will work with various levels of management to support the development of a data- driven culture by empowering users through the use of data and analytics to drive business decisions by continuously monitoring and analyzing key performance metrics to ensure targets and goals are being met.
The candidate will participate in a range of analytical and data analysis activities which will deliver proactive, actionable insights that anticipate trends, identify risks, and empower business leaders to make informed, timely decisions that improve efficiency, reduce operational friction, and enhance customer experience.
RESPONSIBILITIES:
Review and report on loss activity within assigned line of business.
Provide insights and trends in the industry.
Generate regular reporting on key performance indicators.
Lead strategic projects in support of Claims Operations and assist in preparing presentations for business leaders.
Develop competitive models and analysis utilizing data and analytical skills resulting in dashboard and ad hoc reports.
Compiles, cleans, organizes, and analyzes complex data to understand and communicate business results.
Conduct presentations as required.
Review analysis results with business leaders, providing insights into results relative to expectations.
Performs other duties as assigned.
QUALIFICATIONS:
Must be commutable to our West Trenton, New Jersey office.
Cumulative GPA 3.0 or higher
Familiarity in data science tools and available systems (Python,SQL, SAS, PowerBi or similar, Office suite) is a plus.
Rising Junior or Senior; currently enrolled in a bachelor's or master's degree program.
Preferred degree programs: Mathematics, Statistics, Finance, Business, Economics, IT, or related field.
Excellent analytical and problem-solving abilities
High level of intellectual curiosity
Ability to drive strategic direction and take initiative
Effective communicator (verbal and written)
Demonstrated innovative thinking
Strong attention to detail
The desire to work collaboratively in a team environment
The Claims Insight Analyst, Intern position can pay $21-$23.
Starting Rate: $21
Legal Disclaimer: NJM is proud to be an equal opportunity employer. We are committed to attracting, retaining and promoting a diverse and inclusive workforce that is fully representative of the diversity that exists in the communities in which we do business.
$21 hourly Auto-Apply 60d+ ago
Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office 2027
Bank of America Corporation 4.7
Associate analyst job in Pennington, NJ
Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office Bank of America: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Merrill:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products, services and solutions for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description & Program Overview:
Bank of America provides comprehensive wealth management solutions to affluent and high-net-worth clients through Merrill and Private Bank teams.
Our Wealth Management Summer Analyst Program is designed to offer candidates the opportunity to work in various positions within our Chief Investment Office, Investment Solutions Group, and Merrill Home Office.
As part of the Merrill organization, the Chief Investment Office and Investment Solutions Groups strive to provide world-class investment strategies, platforms, solutions and support for clients across all wealth management lines of business (including Merrill and the Private Bank).
Through a highly integrated and effective Investment Process, they provide solutions across all product platforms and asset classes - multi-asset, equity, fixed income and alternative investments including structured products - through a comprehensive due diligence and oversight process for client portfolios. They also coordinate the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting our client-focused investing approach.
Merrill Home Office functions are critical to ensuring the wealth management strategies, tools, and processes are aligned to support our field operations in their pursuit of client acquisition and retention.
Our structured 10-week internship provides extensive on the job training, in addition to educational speaker events, coaching and mentorship throughout. Interns will be placed on a specific team within the Chief Investment Office, Investment Solutions Group, or Merrill Home Office such as:
* Chief Investment Office
* Investment Strategy and Thought Leadership
* Asset Allocation
* Due Diligence
* Portfolio Management & Strategy (Fixed Income, Equity & Multi-Asset)
* Sustainable & Impact Investing
* Investment Solutions Group
* Alternative Investments
* Investment Products & Platforms
* Personal Retirement Product Management
* Wealth Management Specialists
* Merrill Home Office
* Merrill Chief Operating Office Organization
Qualifications:
Required
* Bachelors or Bachelors direct to Masters degree program student with a graduation date between November 2027 and August 2028
* Demonstrated record of achievement, such as extracurricular activities or leadership roles
* Finance knowledge
* Excellent verbal and written communication skills
* Analytical and critical thinking skills
* Ability to work effectively within a team
* Ability to think independently
* Ability to work collaboratively
* Strong time management skills and attention to detail
Desired
* 3.2 minimum GPA preferred
* Technical skills such as Excel and PowerPoint
* Major or minor of studies in a field of Quantitative Finance, Financial Engineering, or a related technical field that blends advanced quantitative methods with finance and economics is a plus
* Experience managing and analyzing large data sets using data science tools such as artificial intelligence and machine learning
* Knowledge of coding and programming skills, including but not limited to Bloomberg, FactSet, Python, R, or equivalent
Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
Travel: On needs basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
$75k-103k yearly est. 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 14d ago
APPLICATIONS ANALYST II - EPIC GRAND CENTRAL
Cooper University Health Care 4.6
Associate analyst job in Camden, NJ
About us At Cooper University Health Care , our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies and research protocols. We have a commitment to our employees to provide competitive rates and compensation programs. Cooper offers full and part-time employees a comprehensive benefits program, including health, dental, vision, life, disability, and retirement. We also provide attractive working conditions and opportunities for career growth through professional development. Discover why Cooper University Health Care is the employer of choice in South Jersey. #LI-CU1 Short Description We are excited to have an opportunity for a new team member at Cooper focused on all things Patient Access. We have a team of talented, collaborative and supportive team who support the patient experience here at Cooper University Hospital. We are looking for a seasoned analyst who would be responsible for: - Epic System Implementation and Maintenance: Configuring and customizing the Epic system to meet the specific needs of the organization. - Workflow Analysis: Understanding and optimizing healthcare workflows to ensure efficient use of the Epic system. - Stakeholder Facilitation and Collaboration: Working closely with clinicians, administrators, and IT teams to gather requirements, educate on best practices, and design solutions. - Patient Champion: Keeping the patient experience first and foremost in all that we do. - Organization Champion - speak up, share ideas, and best practices on processes we could improve upon internally. - Must haves: o Ability to work independently o Ability to communicate effectively o Attention to detail. o Mad Epic skills around all things Grand Central and Prelude. Experience Required - Experience required: 3-5 years' experience required - Experience Preferred: Epic Gand Central and Prelude Certification. - Experience with Patient Transport, Bed Planning, Patient and Facility Location Tracking, Environmental Services, Transfer Center, Predictive Analytics, Capacity Command Center, Integration with other Epic modules - Prelude and Cadence and Utilization Reports & Analytics. Education Requirements Bachelors preferred Business, Data Analytics, Information Technology/Systems, Healthcare preferred. 3-5 years relevant clinical, certification, and/or technical experience will be considered in lieu of degree. License/Certification Requirements Preferred RN, PT, OT, MA, LPN. Healthcare experience in hospital, medical practice, or health system. Epic Grand Central/Prelude certification preferred Special Requirements Excellent written and verbal communication. Ability to effectively translate IT terminology and processes with key stakeholders. Strong customer service skills. Ability to multitask in high pace work environment.
$85k-113k yearly est. 1d ago
TreasurySvcs and AcctsPayable Analyst
Munich Re 4.9
Associate analyst job in Princeton, NJ
Treasury Services and A/P Analyst
We are adding to our diverse team of experts and are looking to hire those who are committed to building a culture that enables the creation of innovative solutions for our business units and clients.
The Company
Munich Re America Services (MRAS) is a shared service organization that delivers services to all Munich Re US P&C Companies and other group entities.
As a member of Munich Re's US operations, we offer the financial strength and stability that comes with being part of the world's preeminent insurance and reinsurance brand. Our risk experts work together to assemble the right mix of products and services to help our clients stay competitive - from traditional reinsurance coverages, to niche and specialty reinsurance and insurance products.
The Opportunity
Future focused and always one step ahead!
The Treasury Services and Accounts Payable Analyst will process disbursement requests for all outgoing payments. Support the maintenance of vendor information and onboard new vendors while adhering to established controls using the global procure-to-pay system. This role will also process invoices through an Optical Character Recognition (OCR) tool. In addition, the Treasury Services and Accounts payable analyst will record incoming receipts in the financial system (SAP).
Responsibilities
Collect required information for new vendor onboarding and provide bank verification for electronic payments.
Support change management for all vendors within the global procure to pay system.
Validate all incoming invoices through the OCR tool daily.
Process all incoming invoices through various global tools and systems.
Perform daily processing of cash receipts through SAP - Accounts Receivable and SAP systems.
Research and assign the proper tax type and jurisdiction of company expenses submitted for payment.
Reconcile disbursement activity with SAP and execute payment run activity daily. This includes the execution of check printing and verification of print quality. Confirm receipt of positive pay files submitted to various banks.
Performs payment adjustments and reviews the paid exceptions and payment clearance functions.
Responds to employee, vendor and client inquiries regarding payment requests or status.
Performs user acceptance testing of new system applications.
Qualifications
Successful candidates will possess the following skills/capabilities:
Bookkeeping and/or accounting experience
Ability to analyze and report on transactions
Microsoft Word/Excel skills
Time management and organizational skills
Preferred intermediate to advance SAP knowledge - Accounts Payable, Accounts Receivable, General Ledger
The Company is open to considering candidates in Princeton, NJ. The salary range posted below applies to the Company's Princeton location.
The base salary range anticipated for this position is $50,000- $55,000plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
The salary estimate displayed represents the typical salary range for candidates hired in this position in Princeton, NJ. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range.
At Munich Re, we see Diversity, Equity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
#LI-JR1
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How much does an associate analyst earn in Lower Makefield, PA?
The average associate analyst in Lower Makefield, PA earns between $44,000 and $106,000 annually. This compares to the national average associate analyst range of $47,000 to $98,000.
Average associate analyst salary in Lower Makefield, PA
$68,000
What are the biggest employers of Associate Analysts in Lower Makefield, PA?
The biggest employers of Associate Analysts in Lower Makefield, PA are: