Associate Analyst Jobs in North Castle, NY

Data Analysis Intern We are seeking a highly motivated Data Analytics Intern to join our dynamic team. As an intern, you will have the opportunity to gain hands-on experience in leveraging data to drive business insights and decisions. This role is ideal for individuals currently pursuing a Bachelor's degree and passionate about data analysis, with experience in platforms like Jira, Confluence, GCP, and programming languages such as Python, R, and SQL. About LS Direct LS Direct is a data-driven direct mail marketing organization. LS provides powerful analysis essential in today's market. Our rich data allows us to understand the ins and outs of our client's customer base, so we are more value-add focused and know how to best engage and achieve success with them. Through cutting-edge technology and a team of top-tier data scientists and analysts, LS Direct delivers high-quality, precise data solutions tailored to our clients' needs. We offer hands-on, data-driven support, leveraging our expertise to drive impactful marketing strategies and ensure our clients reach their goals. Company Location: Suffern, NY Position Location: Suffern, NY Expected Hours of Work: This is a Full-Time Summer position Monday-Friday for 10 weeks. This is a hybrid position after the first 2 weeks in-office work will be transitioned to 3 days in-office, and 2 days work remote. Start date of June 9th and End date of August 15th Responsibilities/ Requirements Currently a rising senior pursuing a degree in Computer Science, Data Science, Statistics, or a related field Understanding of Customer Relationship Management (CRM) systems for managing direct mail contacts and tracking campaign performance. Ability to create visual representations of data for presentations and reports. Strong attention to detail for ensuring data accuracy and completeness. Ability to work independently and collaboratively within a team environment. A proactive and self-motivated attitude with a willingness to learn. Skills Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy. Familiarity with data visualization tools and programming languages like Python, R and SQL. Experience with project management tools like Jira. Ability to analyze response rates, conversion rates, and return on investment (ROI). Skills in managing and organizing large sets of direct mail campaign data for effective use and analysis. Experience with data entry, database maintenance, and list management. Advanced Excel skills for data manipulation, analysis, and reporting. Strong verbal and written communication skills for creating reports, presenting data insights, and collaborating with team members.

Sabra makes America's most iconic and beloved hummus and a delicious range of plant-based dips and spreads. We are dedicated to uniting and delighting the world around planet-positive food. Sabra was founded in 1986 in Astoria, Queens and is headquartered in White Plains, New York. On December 3, 2024, PepsiCo completed the buy-in of Sabra. We are now a fully-owned operating unit of PepsiCo. Sabra's 500+ team members proudly produce hummus in Chesterfield County, Virginia, taking great care to ensure the highest-quality hummus is ready to go home with you. From party time to snack time, Sabra is always a feel-good food. Sustainability is in our roots. Sabra hummus is made with chickpeas grown on family-farms in the Pacific Northwest. The chickpea is not only a nutritional powerhouse but an agricultural treasure, pulling nitrogen from the atmosphere and depositing nutrients into the soil for future crops to consume, making the world a better place one chickpea at a time. Our commitment to the planet drives the ingredients we source, the products we produce, the choices we make and the way we engage with one another and with our community. People are at the core of how we grow and create value; leading with diversity, equity and inclusion contributes directly to our shared success. We are always looking for talented people who share our passion for nourishing our bodies, our souls, and our communities. If you are interested in learning more about career opportunities at Sabra, visit our career site. Interested in joining Team Sabra? Sabra is always looking for top finance talent and we want to connect with potential future candidates and build our community of interest. This post is for finance professionals to express interest in future opportunities. This is not an active or vacant position. Finance disciplines at Sabra include: Revenue Growth Management Financial Planning & Analysis Accounting and Audit Financial Reporting Fixed Asset Management Supply Chain Finance Commercial Finance We celebrate an inclusive environment and provide equal opportunity for development and advancement. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, status as a covered veteran or uniform service member, or any other protected characteristic under applicable federal, state and/or local law.

Firm: Founded in 2010, Northern Right Capital is a long/short hedge fund focused on investing in small/mid-cap companies, primarily in the TMT and Consumer sectors. We invest with a fundamentally-driven approach and an owner's mentality, allowing us to make concentrated investments over a multi-year timeframe. We look for competitively advantaged, cash flow-generating businesses with hidden assets or improving fundamentals that are misunderstood by the market. As needed, we can create value through constructive engagement with management and boards. Job Description: We are looking for an analyst to join our investment team in our Darien, CT office. The analyst will work closely with the fund's investment team, participating in all aspects of the investment process, including idea generation, fundamental company and industry research, financial modeling, and preparation of investment memos. We believe this is an exciting opportunity for a motivated individual to play an integral role in a growing fund. The fund has a generalist mandate, but we are primarily focused on adding an analyst with experience in the TMT and/or Consumer sectors. Ideal candidates will have the following characteristics: · Relevant work experience: 2+ years of work experience in investment banking, private equity, or buy- or sell-side equity research · A passion for fundamental investing and curiosity for learning about businesses and industries · A demonstrated history of personal and professional success · Strong analytical and problem-solving skills, including proficiency in financial modeling and financial statement analysis · Intellectual honesty and integrity · Excellent oral and written communication skills · Unrelenting attention to detail and an outstanding work ethic · A good attitude. We are looking for someone who is hungry and humble To be considered, candidates should submit a resume, cover letter, and a brief write-up on a stock (long or short). Submissions that do not include a write‐up will not be considered. Please send applications to ******************************* with “Analyst” in the subject line.

The Identity and Access Management (IAM) Analyst serves as a technical subject matter expert, ensuring effective access management and identity governance across all IT-administered bank systems. This role is responsible for executing user entitlement reviews, provisioning access, maintaining compliance with security best practices, and supporting the implementation of new technologies. The IAM Analyst collaborates with stakeholders to meet business needs while safeguarding company data and ensuring adherence to regulatory guidelines. Key Responsibilities Access Management and Support Serve as a technical subject matter expert for access management across all IT-administered systems. Perform security access reviews (certifications) for applications and business roles to ensure compliance. Identify, document, and assess user, business, and functional requirements for access provisioning. Schedule and execute user entitlement reviews for all business applications, ensuring proper role assignment. Communicate technical concepts to non-technical audiences, fostering strong working relationships with management and business departments. Documentation and Quality Control Collaborate with business units to ensure certifications and reviews are thorough, accurate, and approved by appropriate stakeholders. Maintain up-to-date documentation for IAM processes, configurations, incident response plans, and runbooks. Evaluate risks associated with application changes and recommend appropriate solutions to mitigate vulnerabilities. Ensure documentation meets regulatory and audit standards and is readily available for review. Strategy and Compliance Support the adoption of new technologies and platforms to meet business objectives while adhering to IAM policies and regulations. Safeguard company data by ensuring cybersecurity and regulatory guidelines are consistently applied. Identify control gaps, escalate issues, and ensure timely remediation. Other Responsibilities Perform additional job-related duties as assigned. Job Requirements Education & Experience: Bachelor's degree in Business, Information Technology, or a related field (preferred). 3-5 years of relevant work experience in Identity and Access Management. Technical Skills: Proficiency in IAM technologies, tools, and protocols such as Single Sign-On (SSO), LDAP, SAML, etc. Experience in developing and implementing Access Control Certification programs. Familiarity with financial industry standards and security best practices. Soft Skills: Strong business and technical acumen. Excellent communication and interpersonal skills, with the ability to translate technical concepts for non-technical audiences. Proven ability to build and maintain productive working relationships with team members, management, and business departments. Certifications (Preferred): Certifications in Identity Access Management or Security, such as Certified Information Systems Security Professional (CISSP), Certified Identity and Access Manager (CIAM), or similar. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state

Employer: Virtual single-family office based out of New York investing in public equities, alternatives, real estate and fixed income, and providing a range of services to an extended family. The family office was created after a liquidity event. The two brothers managed a successful business for decades, after which the family office was established. The family consists of 3 patriarchs/matriarch, 10 next generation adults (including married-ins) and their 9 children, ranging from toddlers to college age. Values-based family whose family mission is: • Support for Health and Welfare of All Family Members • Encourage and Support Education for All Family Members • Commitment to a Range of Individual Lifestyles - Making a Productive Contribution to Society • Commitment to Involvement in Community Service • Preservation, Growth and Transfer of Wealth • Governance and Succession Management In addition to the investment management, the family office provides other advisory and operational services to the family. Qualifications: Ideal candidate has strong quantitative, analytical and communication skills who enjoys reading and possess a high level of intellectual curiosity and works collaboratively with internal and external parties. Candidate must be systems literate and have ability to extract/manipulate data. Ability to work in a team environment that is virtual. Seeks opportunity, propose solutions, extremely hands on, and also effective independently. Responsibilities (included but not limited to): • Investment Strategy & Research (current and future) o Research Keeping up to date with the macroeconomics, financial markets, economy and news and update family office executives and family members accordingly Research investments held by the office, including underlying investments of any external managers Proactively generate new ideas and present to team for potential investment o Sourcing and due diligence for direct investments (public and private) Can include individual securities, ETFs, direct private deals, fund investments, real estate o Maintenance of an investment policy statement (IPS) Working in tandem with family board's desired investing goals and risk tolerance Development, implementation, and rebalancing of portfolio asset allocation • Reporting & Analytics o Aggregation and reporting of investment portfolio Develop performance reports of investments on a regular basis as directed by the board Benchmark performance against various indexes and company investment strategy Responsible for risk management and reporting together with CFO • Investment Management & Administration o Investment strategy execution (in-house or outsourced) Assist in manager or advisor selection Maintain and develop relationships with external Investment Managers, including regular meetings Foster relationships and liaison with: Investor Relations, Research Providers, Family members Oversee Investment Advisor on assets managed by RIA o Investment admin Complete documentation for new investments as well as ongoing requirements Attend investment conference and meetings Maintain reporting calendar of all portfolio holdings Coordinate with CFO on implications for investments on cash flow and taxes for different entity types (foundation, family partnership, individual holdings, trusts, etc) Diligence/researching/modeling real estate investments • Special Projects Manage & assist special projects as needed Roll up sleeves to do work across the task vertical (from investment administration/analysis, to execution and oversight) Tax loss harvesting strategies • Family & Office Support Reviews and suggestions for investments held personally by next gen family members Regular meetings with family office board, and individual family members on investments - review holdings, provide ratings and rationales Provide next gen with investment education directly and through third parties Education, Experience and Skill Requirements: • Minimum of 5 years of investment-oriented experiences with family offices or the financial services industry (PE, endowments, private banking, etc.) serving family offices • Statistical analysis abilities required • Knowledge in equities management and well versed in other asset classes (fixed income, private equity, venture capital and real estate) • Direct interface with portfolio managers • Able to work independently, take ownership of tasks and follow through w/ limited oversight • Must enjoy working on a small team, be a consummate team-player with excellent attention to detail and be able to clearly articulate and defend new ideas Location: • Occasional onsite meetings in NYC and Long Island • Preferred to be physically in the Greater NYC Area • Proficient in Microsoft Office Suite & Bloomberg • Graduation from an accredited university or college with a Bachelor's degree in economics, accounting, finance, business or related field and/or with MBA and/or CFA preferred (not required) Salary: Salary based on experience with competitive benefits package.

I have partnered with a leading developer, owner & operator of solar, storage & charging infrastructure looking to add a SR Analyst to their Investment Team. Origination, negotiation, due diligence, and transaction process of project/portfolio acquisitions for an established owner and operator of distributed generation solar assets; origination includes both self-developed projects, late-stage development projects, and secondary/operating project/portfolio acquisitions. Establish, develop, and expand relationships with clients, customers, and channel partners. Identify, model, underwrite, and due diligence investment opportunities. Negotiate terms of all project and transaction documents including term sheets, purchase and sale agreements, tax equity partnership documents, power purchase agreements and site lease agreements. Coordinate with various teams of engineers, construction, legal and accounting during project development, construction, and closing. Secure and redeem local and state incentives in key solar markets. Navigate federal, state, local solar rules and regulations imposed by AHJ's, utilities, and other governing bodies.

Medisys Health Network, Inc. is looking for Full-Time Hybrid Remote Epic Analysts to work out of our Hicksville, Long Island location. The first 6 months will be fully on-site before transitioning to 3 days on-site, 2 days remote schedule. The ideal candidate will be proficient and certified in at least one of the following Epic Modules: Beaker OpTime/Anesthesia Research Rehab The Analyst will: Collect, analyze and document business operations and workflow. Troubleshoot problems and address questions from users, and provide on-call support on a rotating basis. Make recommendations, review and test changes, enhancements, and each new release as assigned. Ensure the test scripts have been created, reviewed, and updated to reflect proposed workflow solutions. Analyze data conversion needs. Support the training team by keeping trainers abreast of new functionality and system changes. Analyze new functionality in new releases to identify impact. Demonstrate an understanding of interface requirements and testing. Provide assigned on-site support during go-lives and system upgrades. Ensure all quality assurance processes are followed, including change management and testing efforts. Minimum Qualifications: Certified in at least one Epic application. Bachelors' degree and 1-3 years of relevant experience. Demonstrate strong desktop tool usage including Word, Excel, and PowerPoint. Minimal implementation and/or support experience desired.

NorthCoast Asset Management, a Division of Kovitz Investment Group is looking for a Performance Analyst to join our team in our Greenwich, CT office. The role is responsible for taking ownership of the cleanliness and reliability of the separately managed account performance of all composites and clients. This role will also provide ancillary support to the operations team. Ideal candidates will have strong communication skills, the ability to multi-task and experience in the financial services industry. PRIMARY RESPONSIBILITIES Proactively research and resolve account-specific calculation issues Calculate account, benchmark, portfolio, and composite investment performance monthly in accordance with Global Investment Performance Standards (GIPS) Assist in the automation of performance monitoring and cleaning Liaison with GIPS auditor to annually verify performance Participate in the enhancement of operations platform, trading platform, infrastructure, and technology Assist in the correcting of data in portfolio accounting system Maintenance of internal tools for performance dissemination PREFFERED SKILLS AND EXPERIENCE A positive attitude and high energy level Proactive communication and follow-up. Experience in performance calculations at an asset management firm with separately managed accounts Must have experience with performance reporting systems preferably SS&C Technologies Sylvan Proficiency with portfolio accounting systems preferably SS&C Technologies Global Wealth Platform (GWP) is a plus Technical skills related to at least some of the following areas: performance calculation, resolving performance calculation issues, operations, investment performance measurement, GIPS, composite management Working knowledge of Microsoft products, especially Excel Proficiency in a high-level programming language such as Python or VBA is a plus Strong attention to details Analytical and problem-solving mindset Ability to multitask in a fast-paced and sometimes stressful environment ADDITIONAL ROLE INFORMATION Job Type: Full-Time Compensation Structure: Base Salary + Bonus Reports to: Senior Vice President, Business and Operations Risk Number of Direct Reports: n/a Location: Greenwich, CT Monday to Friday in office

High Profile mid-sized Fund seeks individual with buy-side Client Relations/Investor Relations experience to own several reporting functions within the Investor Services team. You will be responsible for delivering a variety of data driven reports for Client Partnerships and Investor Services. This is a direct hire full time position with a very high end mid-sized firm that offers a very professional work environment, extensive professional development and training, competitive compensation and an amazing benefits package. Roles like this with a small, stable, premier fund are hard to find, this is a firm you will want to work for... In summary, you will: • Primarily responsible for monthly, quarterly, annual and ad-hoc prospect, consultant, and investor reporting materials • Responsibilities include investor reporting, preparing presentation books, DDQ responses, marketing materials, data entry, and providing support for various strategic initiatives • Extensive interaction with client partners Requirements include: • 3+ years of financial industry experience focused on preparing reports and presentations, and working directly with clients • Must be proactive, have a strong work ethic, and excellent communication skills (you are working in Investor Services!) • Strong Microsoft Office Suite (Outlook, Word, PowerPoint, Excel); Salesforce expertise preferred • Completed Bachelor's degree preferably with a quantitative course of study (math, computer science, economics,...) • Some exposure to sustainable investing and Responsible Investing initiatives reporting would be a plus

Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm. For other roles please visit: jobs.lead-advisor.com. Abbreviated Description: We are helping a wealth management firm in Stamford hire an investment professional to focus on the client experience, trading, onboarding and other functions. Qualifications: Bachelors Degree Active Series 7 and 66 3 years of investment service and operations experience. This role is 4 days in office.

Our client is seeking a Business/Financial Analyst who will develop financial models, tools and corresponding assumptions used to evaluate the profitability and shareholder value of customer acquisition and retention initiatives. This opportunity is located in Basking Ridge, NJ! Duties: Analyze the financial profitability of new and existing products and services through the development of business cases and Net Present Value models Consider customer implications of business decisions and potential impacts to Net Promoter Scores (NPS) over time Partner with teams throughout the business to leverage digital finance tools to disseminate insights and to create better informed business cases Prepare financial presentation materials and formal business case documents for use with senior management Present and communicate to all levels of the business Update financial models with current financial reporting trends, periodically review assumptions to ensure accurate modeling results, incorporate new functionality into the models, and troubleshoot the models Desired Skills/Experience: Bachelor's degree in Finance, Accounting, Economics, Statistics, Math or four or more years of work experience 6+ years of relevant work experience Financial analysis and modeling experience Experience in the technology and/or telecommunications industry A professional certification (e.g. CPA, CFA, CMA) A high degree of analytical capability with the proven ability to structure business case around a high-level strategic vision Strong strategic skills, with the proven ability to identify and assess key points, implications and recommendations Benefits: Medical, Dental, & Vision Insurance Plans 401K offered

Seeking an experienced financial analyst for a full-time, in-person investment banking/PE role at a highly-successful boutique investment banking and PE firm in expansion mode in Greenwich, Connecticut. The firm specializes in asset finance for corporate clients with >$40 billion in annual revenue and has recently expanded into renewable energy. Min. of 3-years of financial analysis experience (DCF, Excel modeling, balance sheet analysis, lease analysis, tax analysis, fund modeling, etc.) . You will be part of a team serving our clients and supporting deals. The financial analysis positions at our firm are long-term roles and not viewed as an entry to a sales or marketing role. However, they do involve customer engagement and some travel. Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm structures and places financing for high-value assets for ultra-large corporate clients (no individual or retail customers). The firm also has an asset management business with a focus on sustainable aviation fuel. Given our size, all staff are involved in all activities. Ideal candidate is currently an analyst at an investment bank. You will have (or obtain) the following licenses: SIE, 7, 66 and 79. Familiarity with financial reporting is a plus.

StubWorld is a leading secondary distribution company for sports tickets, providing innovative pricing solutions and stability in both primary and secondary markets. With over 24 years of experience, we specialize in managing real-time ticket inventory, market trend analysis, and proprietary pricing algorithms to help our partners maximize revenue, optimize ticket yield, and protect brand equity. Our firm commitment to building lasting partnerships sets us apart in the industry. Role Description: We are expanding our pricing team and seeking a full-time Pricing Analyst to join our office in Pomona, NY. The Pricing Analyst will report to the Pricing Director and play a key role in optimizing ticket prices, analyzing market trends, and supporting the development of pricing strategies to drive revenue growth. This position requires a data-driven mindset, advanced analytical skills, and a passion for sports and entertainment. Key Responsibilities: Manage and price inventory across multiple dynamic markets. Analyze historical data, secondary market sales, and industry trends to adjust ticket pricing and inform future pricing strategies. Monitor sales data in both primary and secondary markets to identify opportunities for optimization. Prepare and deliver reports to key personnel and clients, including tracking results and recommending improvements. Implement price changes across multiple sales channels based on evolving market conditions. Support the development and execution of pricing systems, guidelines, and processes to achieve revenue and sales goals. Build models to analyze inventory and offer data-driven recommendations to management. Act as a subject matter expert, advising Purchasing Analysts on future buys. Identify new revenue generation opportunities through analysis of the event-ticketing marketplace. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field is preferred. Experience in pricing analysis, data analytics, or revenue management. Strong proficiency in MS Excel and other data mining tools. Exceptional analytical skills and attention to detail. Strong verbal and written communication skills, with the ability to present data insights. Ability to manage multiple tasks and meet deadlines in a fast-paced environment. Knowledge and passion for the sports, concerts, and live entertainment industries. Flexibility to work nights and weekends based on event schedules (rotation with flex days during the week). Salary & Benefits: The starting salary range is $46,000.00-$59,000.00/year, with significant potential for quick advancement and growth opportunities.

Title - Business / Financial Analyst - Duration - 12 + Months and Possibility Extension 6 + Years of experience in Financial Planning & Analysis and Financial Modeling, Financial Presentation Preferred Excel, Microsoft office and SQL. Effectively write and understand SQL code for validation of revenue for the business partners. Strong communication skills required stakeholder meeting and business partners meeting Excel at Project management experience. Any industry background and Telecom background +

Explore a career as a FINANCIAL PROFESSIONAL! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Basking Ridge firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. YOU: Are a self-starter. Have an entrepreneurial mindset. Are a customer service champion. Are an engaging and compelling communicator and negotiator. Are a problem solver. Are a Life-long student seeking continued education and professional development. Are a critical thinker. Have prior sales experience and/or enjoy networking and seeking new clients. Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent. WE: Provide a framework to help you attain all licensing and education needed to progress through the career. Support your learning through joint work and a team environment. Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry. Provide a roadmap for your success with our experienced team of leaders. Learn more about this exciting opportunity. Call me at ************ or email ******************************** to schedule an informational interview! The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state's applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA's eligible dependents, and may be eligible for paid leave. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential 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, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.

Our client is an alternative asset manager that provides financing to corporations, individuals, lawyers, law firms and other parties to support litigation worldwide. They are looking for a 2021-2023 graduate working in investment banking, private equity or private credit to join their investment team. The position is 4 days a week in Stamford. Responsibilities The position of Quantitative Investment Associate supports the investment team, in all aspects of analysis, research, deal execution and portfolio management, with a primary focus on rigorous financial structuring analysis. Responsibilities include: Produce relevant quantitative analysis and build and maintain proprietary datasets to assess potential investments and to supplement the qualitative and legal due diligence process across existing and new investments, using both financial and legal research tools Create and maintain quantitative financial models for individual investments including cash flow models, probability-weighted models, and proceeds waterfall models Communicate results from modeling and quantitative analysis to the broader team Qualifications 2-3 years of total work experience in a complex finance role, particularly on the quantitative side (i.e., Investment Banking, Leveraged Finance, Restructuring, Private Equity, Hedge Fund, etc.) Excellent academic credentials, Bachelor's degree or above, preferably within a finance, economics or mathematics related discipline, industry qualifications such as CFA certification preferred Strong interest in the litigation finance field as a rising financial asset class Advanced financial modeling skills and proven proficiency in Microsoft Excel; VBA proficiency is also a plus Detailed knowledge of financial securities including alternative investments

Job Title: Financial Analyst - Systems and Reporting Job Overview: We are seeking a Financial Analyst with strong systems and technology skills to join our team. This role will be instrumental in leveraging data analytics, financial software, and reporting tools to improve the financial insights and operational efficiency of our small business. The ideal candidate has a knack for translating data into actionable insights, streamlining reporting processes, and creating effective tools to support strategic decision-making. Key Responsibilities: Design, develop, and maintain financial reports and dashboards to support business analysis, budgeting, forecasting, and performance tracking. Leverage financial systems and software to automate and improve the accuracy and timeliness of reporting, minimizing manual processes. Gather, analyze, and interpret data to provide insights into financial performance, identifying trends, variances, and areas for improvement. Collaborate with key stakeholders to understand reporting needs and develop tailored solutions that enhance data visibility and support informed decision-making. Lead initiatives to optimize financial processes, including data collection, consolidation, and reporting workflows. Perform ad hoc financial analysis and modeling to support business planning, new opportunities, and special projects. Maintain and improve existing financial systems; identify opportunities for system enhancements and process automation. Troubleshoot and resolve reporting or system issues to ensure reliable data access and reporting. Qualifications: Bachelor's degree in Finance, Accounting, Information Systems, or a related field. 3+ years of experience as a Financial Analyst, preferably with a focus on financial systems and reporting. Advanced proficiency in Microsoft Excel; experience with financial systems (e.g., QuickBooks, NetSuite, SAP) and data visualization tools (e.g., Power BI, Tableau) is a plus. Strong analytical and problem-solving skills with a keen attention to detail. Proven experience in creating financial reports and dashboards that enable data-driven decision-making. Ability to work independently in a small business environment, managing multiple priorities and adapting to change. Excellent communication skills to effectively translate technical data into clear, actionable insights for non-technical stakeholders.

Looking to hire a Financial Analyst to work on site in Basking Ridge, NJ. In this role you will leverage a thorough understanding of Company financials and operations in order to make the best-informed decisions possible. This position requires independently interacting with multiple Headquarter departments, including Marketing, Sales, Product, and Customer Experience Teams. The primary accountabilities associated with the position include: No VISA, No C2C or third-party candidates What will you be doing as a Financial Analyst? You will be preparing financial and economic analysis for senior management to determine the profitability of our different customer types, initiatives, and offers. Develop financial models, tools and corresponding assumptions used to evaluate the profitability and shareholder value of customer acquisition and retention initiatives. Analyze the financial profitability of new and existing products and services through the development of business cases and Net Present Value models. Consider customer implications of business decisions and potential impacts to Net Promoter Scores (NPS) over time. Partner with teams throughout the business to leverage digital finance tools to disseminate insights and to create better informed business cases. Prepare financial presentation materials and formal business case documents for use with senior management. Present and communicate to all levels of the business. Update financial models with current financial reporting trends, periodically review assumptions to ensure accurate modeling results, incorporate new functionality into the models, and troubleshoot the models. What do you bring to the table as a Financial Analyst? Bachelor's degree in Finance, Accounting, Economics, Statistics, Math or four or more years of work experience. Six or more years of relevant work experience. Financial analysis and modeling experience. A master's in business administration, Accounting, Finance, or Economics. Experience in the technology and/or telecommunications industry. A professional certification (e.g. CPA, CFA, CMA). A high degree of analytical capability with the proven ability to structure business case around a high-level strategic vision. Strong strategic skills, with the proven ability to identify and assess key points, implications and recommendations. An advanced understanding of corporate financial planning, reporting & analysis, and costing/profitability methodologies and processes. Demonstrated in depth understanding of common business and cost drivers, financial statement analysis, and deep-dive analysis. Knowledge of FASB and SEC requirements, Generally Accepted Accounting Principles, tax reporting and accounting practices and International Financial Reporting. Demonstrated experience in continuous improvement initiatives, root cause analysis and project management. Proficiency in Python, SQL, Tableau, Essbase, Smart View, Hyperion Planning, or Hyperion Strategic Finance. Experience leading large and complex team projects with minimal direct supervision What you didn't know about us: Competitive salary Health, Dental and Vision Benefits Short/Long Term Disability and Critical Care/Illness Protection Life Insurance and Retirement Plans Employee Assistance Program With this position, you will get the opportunity to work with our game changing clients and further advance your already valuable experience in the telecom industry! We are Connectors. We thrive on ‘quality over quantity' and put in the work building strong relationships. We create connections, discover qualities, uncover skills, and place people with accuracy. We are your true partner! We are Collaborators. You'll be working with a wholly owned subsidiary of Kelly and part of the Kelly Telecom division. It allows us to be as nimble and fiercely competitive as a startup while having the backing of a multibillion dollar publicly traded company which has been in business for 75 years. With direct access to hiring managers, services don't stop at standard recruiting processes. We use our expertise to improve your application skills and provide ongoing career support. We give 24/7 Support. We are in this together. We provide around the clock availability, competitive employee benefits, and continuously check-in to make sure things are going smoothly. Check out our Glassdoor page! Kelly Telecom is an equal opportunity employer and will consider all applications without regard to race, genetic information, sex, age, color, religion, national origin, veteran status, disability, or any other characteristic protected by law. For more information click Equal Employment Opportunity is the law. You should know: Your safety matters! Vaccination against COVID-19 may be a requirement for this job in compliance with current client and governmental policies. A recruiter will confirm and share more details with you during the interview process. #JobsAtKellyTelecom

Our client, a $50mm AUM Hedge Fund in Greenwich, CT is seeking a Junior Investment Analyst. Long/short absolute return focused hedge fund is looking to fill one analyst position working closely with its industry veteran, founder & Chief Investment Officer. Must have prior analyst experience in private equity, investment Banking, buyside or sellside research, or management consulting and show a passion for pursuing a career in investment management. The ideal candidate has a solid academic background, went to a top university, and has 1-2 years of fundamental experience. Responsibilities: Conducting deep, fundamental securities analysis understanding business Being the primary contact with companies under consideration - including prepping questions, scheduling & leading calls, and handling all follow-up Formulating analysis & summarizing key analytical conclusions in investment memos from your research, co/industry calls, sell-side conferences, special events, etc Attend and participate in weekly investment team research meetings Present new long/short ideas to the CIO and Investment Team for consideration to be added to the portfolio Monitoring existing portfolio companies - both news-flow, valuation, and financial modeling updates Assist in the updating of internal screens and watchlists Performing detailed risk analysis on investments & risk management on the Portfolio Assisting in the general operation of the fund when required - including updating ideas in the marketing deck and helping write-up key investment ideas for the quarterly investor memo.