Associate analyst jobs in Passaic, NJ - 2,775 jobs
All
Associate Analyst
Analyst
Summer Analyst
Financial Analyst Internship
Pricing Analyst
Equity Analyst
Senior Analyst
Operations Analyst
Process Analyst
Business Planning Analyst
Product Analyst
Contract Analyst
Bid Analyst
Senior Investment Analyst
Corporate Finance Analyst
Global Markets Munis Summer Analyst - NYC (Mentorship)
Mercy College 4.2
Associate analyst job in Dobbs Ferry, NY
A leading global financial institution is seeking candidates for their 2027 Global Markets Summer Analyst Program focused on municipal finance. The program offers immersive training with experienced professionals in a fast-paced environment. Analysts will provide analytical support, prepare proposals, and gain exposure to municipal securities. Ideal candidates are pursuing a 4-year degree and have strong analytical, communication, and interpersonal skills. The position is located in New York City with competitive pay.
#J-18808-Ljbffr
$65k-79k yearly est. 4d ago
Looking for a job?
Let Zippia find it for you.
Warehouse Process Innovation Analyst (Entry ~ Junior Level)
LX Pantos Americas
Associate analyst job in Englewood Cliffs, NJ
We are seeking a Warehouse Process Innovation (PI) Analyst / Associate to support enterprise-level warehouse transformation initiatives including productivity analytics, capacity planning, KPI governance, warehouse digitalization, and automation programs across large-scale U.S. distribution centers.
This role is designed as a core execution member of the DC Transformation team and will directly support operational cost reduction, productivity improvement, and warehouse systems.
Job Description
1) Cost & Productivity Analytics
- Support unit cost and productivity analysis by warehouse and process
- Analyze workload fluctuation, staffing baseline, and productivity trends
- Support forecast vs actual gap analysis and daily workload control processes
- Assist capacity planning and staffing baseline modeling
2) DC KPI & Performance Governance
- Design, track, and analyze DC operational KPIs
- Support KPI definition, data standards, and reporting governance
- Assist performance monitoring, improvement tracking, and reporting cleanup
3) Labor & Equipment Governance
- Support special project labor deployment analysis
- Support clamp equipment monitoring, utilization analysis, and OT management
- Support equipment and labor tracking initiatives
4) Process Digitalization & Automation
- Support warehouse process digitalization (LPN, routing guide, pallet governance)
- Support Gate Automation, E-BOL, and yard/dock automation programs
- Participate in automation pilot stabilization and ROI tracking
Job Requirement (Entry ~ Junior Level)
- Bachelor's degree in Industrial Engineering, Logistics, Statistics, Computer Science, or a related field
- 1-4 years of experience in DC operations, warehouse engineering, or process improvement
- Proficiency in Excel and basic data analysis
- Experience working with WMS or logistics systems
- Willingness to travel to distribution centers as needed for projects and site support
Business Hours
Mon-Fri 08:00 AM to 5:00 PM
$68k-107k yearly est. 5d ago
Head of Pricing, Middle Market
AXA Group 4.9
Associate analyst job in New York, NY
This role is part of the Pricing & Analytics team supporting AXA XL's Insurance Division. You will be responsible for driving market-leading pricing capabilities and support for all America's Middle Market products including US and Canada. As the Head of Pricing you will work closely with the Head of Middle Market, Americas to monitor profitability and help drive profitable underwriting decision making.
What you'll be doing
What will your essential responsibilities include?
Ensure all Middle Market Americas lines of business have market-leading technical pricing and portfolio management capabilities through robust engagement with underwriting and collaboration with product pricing teams.
Act as a key member and influencer on the Americas Middle Market leadership team.
Lead, develop and motivate a high performing team.
Ensure technical pricing is compliant with regulatory filings whilst incorporating proprietary pricing insights to drive underwriting decisions.
Develop robust portfolio management capabilities to support business intelligence and management information, including core pricing metrics.
Drive appropriate consistency in pricing and portfolio analysis across Americas Middle Market whilst ensuring consistency across the broader AXA XL Insurance products.
Support state rate filings specific to the middle market portfolio.
Ensure the team stays abreast of regulatory, market trends and technological changes that affect pricing.
Collaborate with the broader Pricing & Analytics teams, UW leadership, reserving, finance, regulatory and capital modelling
Ensure efficiency of pricing processes within Americas Middle Market.
Ensure compliance of pricing guidelines.
Support and encourage the usage of pricing models and metrics, delivering training of underwriters as necessary.
You will report to Head of Pricing, Americas.
What you'll bring
We're looking for someone who has these abilities and skills:
Extensive non-life actuarial pricing experience, including experience in the commercial middle market space and experience working with admitted products
ACAS required, FCAS preferred
Robust business acumen, demonstrating knowledge of market challenges and opportunities and implications of decisions
Leadership skills to work collaboratively with colleagues to build consensus.
Experience in delivering US rate filings.
Robust written and verbal communications skills to gain buy-in to communicate clearly and concisely with internal and external clients.
Resourceful and innovative - meeting challenges with new ideas and alternative solutions and leveraging the capabilities of AXA XL
Who we are
AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don't just provide re/insurance, we reinvent it.
By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business - property, casualty, professional, financial lines and specialty.
With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.
Learn more at axaxl.com
What we offer
Inclusion
AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic. At AXA XL, we know that an inclusive culture and enables business growth and is critical to our success. That's why we have made a strategic commitment to attract, develop, advance and retain the most inclusive workforce possible, and create a culture where everyone can bring their full selves to work and reach their highest potential. It's about helping one another - and our business - to move forward and succeed.
Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe.
Robust support for Flexible Working Arrangements
Enhanced family-friendly leave benefits
Named to the Diversity Best Practices Index
Signatory to the UK Women in Finance Charter
Learn more at Inclusion & Diversity at AXA XL | AXA XL. AXA XL is an Equal Opportunity Employer.
Total Rewards
AXA XL's Reward program is designed to take care of what matters most to you, covering the full picture of your health, wellbeing, lifestyle and financial security. It provides competitive compensation and personalized, inclusive benefits that evolve as you do.
We're committed to rewarding your contribution for the long term, so you can be your best self today and look forward to the future with confidence.
Sustainability
At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future.
Our Pillars:
Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our future. We're committed to protecting and restoring nature - from mangrove forests to the bees in our backyard - by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of their plans.
Addressing climate change: The effects of a changing climate are far-reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We're training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL's “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day - the Global Day of Giving.
For more information, please see Sustainability at AXA XL.
The U.S. base salary range for this position is USD 186,000 - 260,000.
Actual pay will be determined based upon the individual's skills, experience and location. We strive for market alignment and internal equity with our colleagues' pay.
At AXA XL, we know how important physical, mental, and financial health are to our employees, which is why we are proud to offer benefits such as a competitive retirement savings plan, health and wellness programs, and many other benefits. We also believe in fostering our colleagues' development and offer a wide range of learning opportunities for colleagues to hone their professional skills and to position themselves for the next step of their careers. For more details about AXA XL's benefits offerings, please visit US Benefits at a Glance 2025.
#J-18808-Ljbffr
$63k-78k yearly est. 14h ago
Power BI Analyst
Adecco 4.3
Associate analyst job in New York, NY
Adecco Creative and Marketing partnered with an educational publishing company to hire a Data Analyst.
Job Title: Power BI Analyst
Assignment Duration: 6 Months (Temp-to-Perm)
Pay Rate:
Experienced Candidate: $45-$53/hour (based on experience)
Interview: 2 hours onsite which includes assessment/case study
Job Description:
Design, develop, and maintain Power BI dashboards and data models supporting business functions.
Partner with business stakeholders to gather requirements, define KPIs, and translate them into actionable reporting solutions.
Collaborate with Data Engineering to design optimized data structures and ETL requirements for analytical use.
Contribute to the Power BI community of practice through best practice documentation, knowledge sharing, and process improvement.
Support self-service BI users through communications, collateral and training material.
Monitor Power BI Server capacity and proactively identify risk factors that could lead to performance issues.
Qualifications:
Experience in business intelligence, analytics, or data product development roles.
Strong proficiency in SQL, including advanced techniques such as CTEs and window functions for dataset manipulation, with familiarity across variations in popular database systems.
Advanced proficiency in Power BI (DAX, data modeling, Power Query, and dashboard design).
Experience collaborating across technical and business teams; ability to translate analytical findings into business insights.
Excellent problem-solving, communication, and time management skills with the ability to work independently on multiple projects.
This is a W2 position.
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. There is no PTO or holiday pay for contracts. Sick leave is accrued where applicable, check your state laws.
Equal Opportunity Employer/Veterans/Disabled
Must be authorized to work in the U.S. without employer sponsorship.
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
*The California Fair Chance Act
*Los Angeles City Fair Chance Ordinance
*Los Angeles County Fair Chance Ordinance for Employers
*San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$45-53 hourly 1d ago
Analyst
Il Makiage 4.4
Associate analyst job in New York, NY
About ODDITY
ODDITY is a consumer tech company disrupting the $600B beauty and wellness industries. Backed by data science and machine learning, we build and scale category-defining brands like IL MAKIAGE and SpoiledChild, serving 40M+ users via our AI-driven platform. With HQ in NYC, we operate like a tech startup: fast-paced, data-obsessed, and impact-driven.
About the Role
We're hiring a Product Development Manager/Analyst to join IL MAKIAGE's core product team. This is a high-visibility role for someone looking to apply consulting/banking skillsets to real-world product innovation with full P&L impact. You'll own product launch initiatives from concept to market, working cross-functionally with R&D, marketing, supply chain, and exec leadership.
This is a rare opportunity to leap from strategy to execution inside a high-growth consumer product environment. This is the ideal role for someone craving startup speed and ownership beyond decks and models.
What You'll Do
Drive new product strategy through market research, competitor analysis, and consumer insight generation
Analyze financial performance, product P&Ls, and consumer data to inform development priorities
Build investment cases and roadmaps for new products, presenting directly to leadership
Own timelines, deliverables, and supplier relationships for full product lifecycle management
Coordinate testing, sampling, and launch readiness across internal and external stakeholders
Execute structured consumer research: surveys, focus groups, market tests
What We're Looking For
1-3 years in management consulting, investment banking, private equity, or high-growth startups
Bachelor's degree from a top-tier institution
Strong analytical + project management skills with attention to detail
Experience building business cases, analyzing data, and communicating insights to senior audiences
Thrives in high-speed, high-impact, ambiguity-rich environments
Passion for consumer products, innovation, and making things real-not just theoretical
Perks & Benefits
$80K-$110K base salary
Flexible schedule + remote options
Deep product discounts
Health insurance & wellness benefits
Real ownership, fast-tracked career growth
This is your opportunity to join one of the world's leading reinsurers. Our reinsurance business at Swiss Re is about understanding and analyzing the major risks that concern the world - from natural Catastrophes to climate change, from ageing populations to cybercrime. We associate experience with expertise and creative thinking to build new opportunities and solutions for our clients. We also enable the risk-taking essential to enterprise advance. This is only possible with around 10,000 truly exceptional Swiss Re people across our group worldwide.
This Business Services Underwriting Analyst position covers both direct and broker Property Facultative business. This is an Underwriting Support role for the US North America market.
About the role The opportunity
The Underwriting Analyst will aid the local Facultative Underwriting team and provide support regarding underwriting analysis including tools, records management and processes.
Review of client/broker submissions regarding data quality and set up in underwriting system including ITC clearance
Set up of rating system and costing requests to third party provider including risk appropriate costing instructions (e.g. scrubbing of data)
Quality/plausibility check of costing output
Completion of UW analysis including but not limited to loss history review, risk engineering report review, research of risk characteristics
Prepare analysis-based suggestions for U/W on debits/credits and other risk specific pricing modifications
Liaise with Risk Engineering Services as needed on risk review and classes
Interact with Genpact (costing principles, accuracy) and contracts (forms, contracts review)
Verbal or written communication with clients and brokers on account specific data needs/clarifications or requests for additional information - based on performed need analysis or as instructed
Provide administrative and analytical support regarding pricing tools, internal systems, records processes for the business relationships in his/her area of responsibility. Data entry - risk clearance, binding transactions, property certificates, endorsement issuance, and responsible for strong data quality.
Participate in deal triage calls and process submissions in accordance with triage decisions
Handles all Facultative Underwriting documentation within WIRE
Run and interpret financial reports, e.g. profitability reports (REAP, ReCOP)
Makes sure and maintains guidelines throughout all facultative risks including archiving
Work with other internal/external departments to resolve accounting discrepancies
Ensure (external and internal) audit compliance
About You Education
University degree - financial services/ risk management preferred
High proficiency in English
Professional / Technical Background
2 to 4 years of work experience in P&C commercial property (re)insurance - U.S. markets / risk experience preferred.
Basic knowledge of (re)insurance coverage terms, policy forms a plus.
Basic understanding of SR u/w standards, risk appetite, deal preferences
Follow up SOP with near shore / off shore teams
Adhere to compliance and audit requirements
Analytical Thinking: Grasp the underlying concepts in compiled information, can figure out root causes of problems, and formulate solutions including synthesis of information
Decisiveness: Tend to take calculated risks by making decisions and acting, even in the absence of all information.
Service Focus: Able to place emphasis on building customer dedication by continually improving the customer experience and show the ability to point out and understand the needs of customers, lead expectations, and give priority to meeting and exceeding those needs.
Quality focus: Ensure that all work in one's own area of the business, throughout the organization, by vendors, suppliers, etc. is performed with excellence and to high standards for quality and integrity
Active Communication: Ability to improve mutual understanding in communicating with others by expressing genuine interest in, and providing full attention to, the content and meaning of others' messages.
Time Management: Plans own time and schedules activities to ensure achievement of goals. Handles time in a way that allows for responsiveness to shifting demands. Stays on top of concurrent tasks and activities effectively. Balances new requests with established priorities.
Composure and Resiliency: Stays composed in challenging interpersonal situations. Demonstrates ability to remain resolute and resilient under stress. Bounces back quickly from disappointments and mistakes. Responds constructively to unexpected complications.
About Swiss Re
Swiss Re is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world.
Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.
If you are an experienced professional returning to the workforce after a career break, we encourage you to apply for open positions that match your skills and experience.
Start your career journey with Swiss Re.
#J-18808-Ljbffr
$80k-109k yearly est. 4d ago
Trade Operations Analyst
Soho Square Solutions
Associate analyst job in East Hanover, NJ
The Trade Analyst of Trade Operations is responsible for but not limited to data integrity of the master data. This position supports the business at a tactical and operational level.
Your Key Responsibilities:
•Manages the set up and maintenance of master data within the sales and distribution system.
•Responsible for testing protocols and validating new applications, changes, and enhancements to ensure data accuracy and integrity.
•Creates, generates, and runs reports for internal departments.
•Within SAP MDG-C(Master Data Governance for Customer) and Microsoft D365 follow all documented processes for managing customer and pricing updates.
•Recommend changes to current internal controls to improve the Master data process.
•Help establish and manage KPIs related to the RLT master data set up.
•Partner with cross-functional stakeholders (Patient Support Services and Financial Reporting and Accounting).
•Handle interactions and/or cases (with appropriate escalation) as it pertains to navigating product invoicing and pricing with our direct customers.
•Follow protocols for responding to inquiries specific to master data.
•Prepare proper documentation, and notifications; perform proper escalation, tracking, and follow-up.
•Adhere to and assist in the authoring of applicable Working Practice Documents (WPDs), Work Instructions (WIs) and Compliance Guidelines.
•Support the sales and distribution activities for the Innovative Medicine Portfolio.
Role Requirements:
•Bachelor's degree
•1+ years of progressive business experience in pharmaceutical industry, sales & distribution and/ or customer support
•Ability to manage tasks and consistently meet deadlines
•Effective interpersonal and time management skills, and an ability for productive collaboration across varying departments
•Detail oriented problem solver who can make clear-headed decisions while under pressure
•Ability to synthesize actionable insights from multiple data sources with demonstrated, advanced analytical skills and capabilities
•Ability and desire to work both independently and within a team
•Advanced PowerPoint, Excel, and experience in case management preferred
Desirable Requirements:
•Degree subject area in business or related preferred
•Strong working knowledge of S4HANA, MDG-C and Microsoft D365
$61k-92k yearly est. 1d ago
Chargeback Rebates Analyst
Insight Global
Associate analyst job in Florham Park, NJ
Contract Role ******
Must Haves
-5+ years of experience with hands-on chargebacks and rebates reconciliation
-Gross-to-Net Accruals & Analysis - monthly close process by reviewing, validating, and booking GTN accruals
-Strong understanding of gross-to-net dynamics in generics (not just pharma/branded)
-Understanding of applicable compliance requirements including IRS, GAAP & IFRS
-Experience with iContracts, ModelN or a similar software
Day 2 Day
We are seeking a contractor with strong Gross-to-Net (GTN) experience to support our generic pharmaceutical business. This role will focus on managing and enhancing GTN analytics, reporting, and forecasting. The consultant will work cross-functionally with Finance, Sales, and Commercial teams to ensure deductions and accruals are accurate, well-documented, and timely
Primary Duties & Responsibilities
Gross-to-Net Accruals & Analysis: Support monthly close by reviewing, validating, and booking GTN accruals (chargebacks, rebates, admin fees, returns, Medicaid).
Deduction Tracking: Monitor and analyze key deduction categories to ensure accurate financial reporting.
Account Reconciliation: Reconcile GTN accounts to actuals, identify variances, and highlight trends.
Forecasting: Assist FP&A leads in developing GTN forecasts, scenario planning, and sensitivity analyses.
Model Maintenance: Update GTN models with assumptions from business partners and historical data.
Financial Planning & Analysis: Support commercial team in budgeting, quarterly forecasting, and analytics, including presentation preparation.
Cross-Functional Collaboration: Partner with Sales, Commercial, and Contracts teams to validate pricing, agreements, and product launches impacting GTN.
Pricing & Contracting Support: Provide financial impact analysis for pricing or contracting changes.
Reporting & Dashboards: Prepare and maintain GTN reports and dashboards.
Automation Tools: Support implementation/refinement of GTN automation tools (Excel trackers, Power BI reports).
Process Improvement: Identify and recommend enhancements to GTN processes and documentation.
Compliance & Audit: Assist in refining compliance and audit procedures
$70k-97k yearly est. 1d ago
Research Assay Data Product Analyst
Charter Global 4.0
Associate analyst job in Rahway, NJ
Job Title: Research Assay Data Product Analyst
Duration: 11` months+ Contract
Notes:
Details of the request include: • Must-have skill requirements of the role: Partner with scientists and lab teams to model the assay lifecycle (design, optimization, feasibility, qualification). Understand scientific workflows-spanning assay development, validation, and configuration-into clear, actionable requirements and drive delivery with product and engineering teams. • Location / Travel - Onsite Requirements: Limited travel to Rahway, NJ; Week 1 onsite • Work Arrangement: Primarily remote after initial onsite week • Business case for Hiring Request: Need a Product Analyst experienced in R&D Assay Data to translate scientific workflows into actionable requirements and collaborate with product and engineering teams. Cost efficiency is a factor.
Contract description:
Collaborate with scientists and lab teams to model the assay lifecycle (design, optimization, feasibility, qualification).
Translate scientific workflows into clear, actionable requirements for product and engineering teams.
Drive delivery of data solutions that support assay development, validation, and configuration.
Ensure data integrity and compliance across assay-related systems and processes.
Monitor and optimize product performance with a focus on cost efficiency and scalability.
Qualifications:
Bachelor's degree in Life Sciences, Bioinformatics, Data Science, or related field; advanced degree preferred.
Proven experience with R&D assay data and scientific workflow modeling.
Strong understanding of assay development, validation, and configuration processes.
Ability to communicate effectively with cross-functional teams, including scientists and engineers.
Experience in cost analysis and delivering cost-conscious product solutions.
$71k-100k yearly est. 2d ago
RFP Analyst
Blue Signal Search
Associate analyst job in New York, NY
The RFP Analyst is responsible for researching, analyzing, and assessing sourcing activities essential to support a food/beverage distributor. This position requires performing project management skills, cost benefit analyses, reviewing contracts, and evaluating pricing formulas to obtain the most advantageous pricing through the RFP process.
This position will work from home one day a week after training.
Job description
Collaborating and coordinating with internal contributors and subject matter experts to ensure complete and accurate RFPs are sent to vendors
Analyzing item and category product costs, logistics costs, and other pricing components to perform comparative analysis of vendor proposals
Supporting negotiation of contract terms
Comparing procurement options and logistics strategies for RFPs
Providing ad-hoc financial analysis on trends and insight on business
Participating in monitoring of savings achieved due to the RFP process
Demonstrating the ability to take real-world analytics/data science projects from start to finish- including data cleaning, descriptive analysis, predictive modeling, and visualizations
Skills Required
1+ years of experience in Finance or Data Analytics
A Bachelor's Degree in Business, Finance, Economics, Supply Chain Management, Accounting or equivalent
High proficiency in Excel and PowerPoint
The ability to handle complex projects and problems
High attention to detail and great organizational skills
Excellent communication skills, both written and verbal
Knowledge of SQL and PowerBI
About Blue Signal:
Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at bit.ly/46Gs4yS
$69k-95k yearly est. 2d ago
AML Analyst
Madison-Davis, LLC 4.0
Associate analyst job in Roseland, NJ
Rate: $30/hour
Conducted in-depth investigations of potentially suspicious financial activities using Bank's transaction monitoring systems, ensuring compliance with AML regulations and internal policies.
Prepared and filed Suspicious Activity Reports (SARs) in accordance with regulatory requirements and compliance standards.
Collaborated with internal departments including Compliance, Fraud, and Risk to escalate and resolve complex cases
Monitored regulatory changes and contributed to process improvement initiatives to enhance AML compliance effectiveness and efficiency.
$30 hourly 2d ago
AML Analyst- Temp Contract
Dexian
Associate analyst job in New York, NY
AML Analyst - Temp
The AML Analyst is responsible for monitoring suspicious activities and transactions utilizing a surveillance system and internal payment system. The Analyst is responsible for reviewing the AML and OFAC/Sanction alerts, conducting research and business inquiry, and organizing and maintaining supporting documentation. The Analyst may be asked to assist with Know Your Customer ("KYC") tasks depending on business needs.
Due to payment processing times, the AML Analyst work hours are 9am - 6pm, Monday - Friday.
Responsibilities
Review and analyze system-generated AML alerts from the Firm's transaction monitoring system, investigate account transactions for potentially suspicious activity (e.g., penny stock trading, layered money movements), and identify and escalate transactions or customers that may pose a risk to the Firm.
Draft Suspicious Activity Reports (SARs) in accordance with FinCEN guidelines and collaborate with management throughout the review and approval process prior to submission.
Maintain detailed documentation of investigations to ensure compliance with regulatory obligations.
Collect and examine supporting documents to assist in identifying unusual transaction patterns.
Independently conduct research, gather data and record evidence from the Firm's internal systems, the internet and commercial databases.
Assist with other tasks (e.g., watchlist screening, OFAC/Sanction transaction alerts, PEP, NN alerts) as needed.
Qualifications
Bachelor's Degree required.
2-3 years of experience in reviewing customer transactions for potentially suspicious activity and performing AML related investigations using an automated AML monitoring software.
Knowledge of the Bank Secrecy Act (BSA), the USA PATRIOT Act, and FinCEN/SAR requirements.
Securities background experience within Private Wealth Management, including brokerage and investment advisory accounts, is required
Skills
Excellent research skills, including online research tools (LexisNexis and/or WorldCheck is a plus).
Strong writing, analytical, decision making/problem solving and communication skills.
Able to multitask and complete tasks timely.
Strong organizational and time management skills.
Actimize Essentials experience is preferred.
Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit ********************
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
$49k-69k yearly est. 3d ago
Analyst - Private Equity Investments
Stepstone Group 3.4
Associate analyst job in New York, NY
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position overview:
The Private Equity Analyst will engage broadly in various areas of the private equity industry, including manager and fund diligence for StepStone's advisory practice, as well as diligence responsibilities for StepStone's asset management business lines (i.e., co-investment and secondaries practices).
Essential job functions:
Work in a team environment with other investment team members to source, screen, and conduct due diligence on selected private equity fund managers, co-investments, and secondaries
Perform quantitative and qualitative research and financial modeling/analysis on companies and assets across industries and geographies
Interact with fund managers/portfolio company management teams to conduct in-depth portfolio and asset-level underwriting and analysis
Analyze PPMs, financial statements, and investment returns
Conduct reference calls as a part of manager and asset due diligence
Perform market research using publicly available information and proprietary databases to identify, quantify and analyze macroeconomic trends across a variety of industry sectors
Preparation of due diligence materials and Investment Committee memos
Present recommendations to the investment team and the Firm's Investment Committee
Monitor the performance of the Firm's existing investments
Education and/or work experience requirements:
One to three years of investment banking, consulting, and/or private equity experience
Must be able to work legally in the U.S. without requiring visa sponsorship now or in the future
Bachelor's degree preferably in Business, Finance, Economics, Accounting, or a related field
Required knowledge, skills, and abilities:
Excellent quantitative skills, including financial modeling, analytical and valuation skills for purpose of evaluating investment opportunities
Strong sense of risk/reward trade-offs, and an ability to display sound investment judgement
Self-starter, with strong ability to think creatively and conduct research to find solutions
Ability to communicate and present ideas effectively, both verbally and in writing
Capable of multi-tasking with strong attention to detail
Promote and demonstrate a positive, team-oriented attitude, with desire to work on various projects
High proficiency in Microsoft Word, Power Point and Excel
Fluent (written and spoken) English
Pay Range - $105,000 - $112,500
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Candidates must be at least 18 years old to apply.
Developing People at StepStone
$105k-112.5k yearly Auto-Apply 60d+ ago
2026 Capital Markets, Internal Audit Summer Analyst
Rbc Holding Co Ltd. 4.9
Associate analyst job in Jersey City, NJ
Internal Audit Summer Analyst Role:
The foundation of our Internal Audit Summer Internship is:
- Solid on-the-job training
- Exposure to the full business audit cycle
While working and learning alongside our experienced technical professionals, Summer Interns are given various responsibilities relating to the daily functions within the U.S. Internal Audit division of RBC, as well as exposure to the technological systems and networks utilized by our firm.
Throughout the program, Summer Interns obtain:
Hands-on experience working alongside experienced business professionals
Exposure to different business lines including Capital Markets, Wealth Management and functions including AML and Compliance
An understanding of internal controls and risks within the different areas of firms business lines
Summer Interns have the opportunity to gain exposure to Internal Audit, working alongside experienced professionals while gaining a deeper understanding in:
Identifying business processes and controls to evaluate risks and compensating controls
U.S regulatory standards and compliance framework pertaining to U.S. businesses
Governance and management of business audit processes
Requirements
Each candidate will be evaluated on their individual merit; however, it is a definite asset to possess the following qualifications:
Proven interest in financial markets
History of academic excellence
Strong analytical, interpersonal, and writing skills
Preferably pursuing a degree in Accounting, Finance, Mathematics, or Economics
Proficiency with computer applications such as MS Outlook, Word, and Excel
Graduation date of Spring 2027 (or earlier)
We seek competitive individuals who possess the energy, enthusiasm and capacity to work in a fast-paced and dynamic environment. Successful candidates are selected based on their level of interest in RBC, general market knowledge, academic excellence, and strong communication skills. Candidates need to be confident in their personal capabilities, but willing to learn and do what it takes to complete a task.
Job Skills
Additional Job Details
Address:
GOLDMAN SACHS TOWER, 30 HUDSON STREET:JERSEY CITY
City:
Jersey City
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
INTERNAL AUDIT
Job Type:
Student/Coop (Fixed Term)
Pay Type:
Salaried
Posted Date:
2026-01-23
Application Deadline:
2026-02-27
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
$94k-150k yearly est. Auto-Apply 8d ago
2027 Summer Analyst, Investment Banking (New York)
FT Partners 4.5
Associate analyst job in New York, NY
2027 Investment Banking Summer Analyst (NY)
Financial Technology Partners is one of the most successful boutique investment banks on Wall Street. Headquartered in San Francisco with additional offices in NYC and London, FT Partners has advised on some of the most meaningful transactions in the high-growth Financial Technology sector in recent years. We offer a full suite of financial and strategic advisory services, including merger and acquisition advisory, private capital raising and capital markets advisory. The Financial Technology sector is a dynamic industry that encompasses the convergence of financial services and technology. We are a 250+ global firm that prides itself on having an extremely collegial and energetic culture. Every member of the organization is expected to meaningfully contribute to the Firm's success. Senior bankers at the Firm are formerly of Goldman Sachs, JP Morgan, Evercore and Barclays.
Role Description
Our Summer Analyst program begins in June 2027 and requires an 8-week minimum commitment. Summer Analysts are included in all aspects of a transaction from origination to closing. They work directly with senior investment bankers and are responsible for the day-to-day activities of each transaction. Responsibilities include: financial modeling, company valuation, financial performance analysis, corporate and industry research, due diligence, strategic analyses of companies, preparation of marketing and presentation materials, management presentations and offering memorandums.
General Qualifications
Undergraduate or Master students with a graduation date of December 2027 - June 2028
Finance or Accounting major preferred
Minimum 3.7 cumulative GPA
1400 SAT / 30 ACT strongly preferred
Prior finance and/or accounting internship experience ideal
Excellent problem solving and analytic ability
Strong work ethic and a drive for perfection
Ability to perform under pressure amid tight deadlines
Team player, self-motivated, and entrepreneurial
Strong quantitative and technical skills
Strong data management and research skills
Maturity and poise to work directly with client executives
Attention to detail, strong writing and verbal communication skills
Permanent U.S. work authorization required. FT Partners will not sponsor applicants for work visas at application or in the future
Why FT Partners?
Managing Partner and Managing Directors formerly of Goldman Sachs, JP Morgan, Evercore and Barclays
Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others)
Executing both billion dollar and early stage / high-growth VC transactions
Excellent career path, strong and competitive compensation
Unparalleled deal flow with premier client base
Access to world-class executives at high-growth companies
Dominant footprint in the one of largest sectors: financial technology
Top-notch financial sponsor relationships
Close-knit, rapidly growing team
Selected transactions include advising:
Deribit's $4.3 billion Sale to Coinbase
Divvy's $2.5 billion Sale to Bill.com
AvidXchange's $2.2 billion Sale to TPG & Corpay
GreenSky's $2.2 billion Sale to Goldman Sachs
Truebill's $1.3 billion Sale to Rocket Companies
Revolut's $1.3 billion Financing at a $33 billion Valuation
Finicity's $1 billion Sale to Mastercard
Intermex's $500 million Sale to Western Union
SpotOn's $300 million Series F Financing at a $3.6 billion Valuation
Bilt's $250 million Financing at a $10.75 billion Valuation
Lumin Digital's $200 million Growth Financing
Stash's $146 million Series H Financing
CloudWalk's $150 million Financing at a ~$2.2 billion Valuation
To ensure a fair and transparent recruitment process, please do not use GenAl tools during interviews. Failure to adhere to these guidelines may result in disqualification from the recruitment process.
The annual salary for this position at commencement of employment is $110,000/year. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.
$110k yearly Auto-Apply 23d ago
Corporate Strategy Analyst
The Walt Disney Company 4.6
Associate analyst job in New York, NY
The Corporate Strategy Analyst is responsible for supporting the team on long-term strategic planning and key initiatives across ESPN. The role requires a baseline understanding of the sports / media ecosystem, quantitative and qualitative research skills, rudimentary financial analysis, and an ability to learn quickly.
Responsibilities:
Support team on key strategic initiatives for ESPN and work on actionable industry insights for the company.
Collaborate with key stakeholders across the company in the analytical process.
Assist in the preparation of communications both to and for senior executives, often based on complex strategic analysis and financial modeling.
Perform research, financial modeling, and analysis to inform business decisions.
Crystalize key insights from data and communicate complex analyses in an efficient and effective manner to a variety of internal audiences across departments and functions.
Understand trends in the industry and help develop points of view on potential business impacts to be shared throughout the company.
Work with internal colleagues and a diverse range of stakeholders across ESPN, Disney Entertainment, and Disney Corporate including Finance, Research, Programming, Content, Product, Editorial, Platform Distribution, Ad Sales, Business Development, and Legal on key strategic initiatives and priorities.
Qualifications:
Strong proficiency with PowerPoint and Excel
Preference for solid written and verbal communication and interpersonal skills, with the ability to present to and interface with colleagues across all levels and lines of business
Understands the competitive landscape and current competitive trends in the media industry; ability to forecast future trends
Preferred Qualifications:
A minimum of 2 years of strategy, analytical business development and/or financial experience preferred
A minimum of 1 year of experience in strategy at a television programming or media company, sports league, consulting firm, or investment bank
Required Education:
Bachelor's Degree
#ESPNMedia
The hiring range for this position in New York, NY is $100,100 to $134,200 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
Job Posting Segment:
ESPN Strategy & Research
Job Posting Primary Business:
ESPN Strategy
Primary Job Posting Category:
Corporate Development
Employment Type:
Full time
Primary City, State, Region, Postal Code:
New York, NY, USA
Alternate City, State, Region, Postal Code:
Date Posted:
2025-10-09
$100.1k-134.2k yearly Auto-Apply 60d+ ago
Analyst Internship Program - Finance & Operations Track (CFO Org)
Geico Insurance 4.1
Associate analyst job in New York, NY
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Do you love to solve problems? Do challenging analytical questions keep you up at night? Are you looking to learn more about a career with a focus on development, intellectual growth, with ample opportunity for upward mobility? We are looking for bright and driven rising college seniors to join our summer Analyst Internship Program (AIP) within the Chief Financial Officer (CFO) Organization. You will help drive our insurance business transformation as we redefine the experience for our customers. Find real opportunities to apply the skills that you are learning in college while preparing for prospective entry into the Analyst Development Program - Finance & Operations Rotational Track (CFO Org) upon graduation!
GEICO's AIP has three distinct tracks within the CFO Organization (Controllers, Finance & Operations, and Pricing).
In the Finance & Operations Track, you will:
* Gain exposure to multiple disciplines within the CFO Organization through analyst project work, including Companywide Financial Planning & Analysis, Business-specific Financial Planning & Analysis (incl. Marketing, Real Estate, Technology, People Group, Product, Legal, Auto, Specialty Lines), Compliance/Risk/Controls/Audit, Treasury, Financial Systems, Supplier Management Operations, Strategy & Financial Analysis, and/or Real Estate & Facilities Management Operations
During your paid 10-week summer internship, all interns will:
* Work on significant analyst projects, attend meetings, and give presentations to senior management
* Be introduced to the GEICO Finance and Operations groups, learning the systems we use and support, as well as data and integration points
* Develop your analytical, project management, and communication skills, while beginning to build your analyst business acumen
* Directly impact GEICO's financial and strategic performance, with opportunities to drive financial processing innovation and transformation
* Develop influencing skills as you partner with business stakeholders to analyze results and recommend future investment decisions
* Receive mentoring and coaching from members of GEICO's CFO Organization management
* Participate in dedicated professional development and social events, fostering a community within your internship cohort and the broader Finance organization and accelerating your career through exposure to senior leaders
* Interact with associates at all levels of our Finance organization - even our CFO!
Candidate Qualifications & Skills:
* Bachelor's degree in Finance, Business Analytics, Business Information Systems, or other relevant analytical or FinTech major, with expected graduation between December 2026 and May 2027
* Cumulative GPA of 3.0 or higher (please upload ALL transcripts as part of the application process)
* Demonstrated interest in the Finance field through relevant internship experience, engaging in relevant student or business organizations, pursuing relevant certifications or advanced coursework, or other form of engagement within the field
* Proficiency in Microsoft Excel, Word, PowerPoint, Power BI and/or similar tooling
* Technical aptitude and experience with or a desire to learn financial systems, such as Workday Financials
* Ability to work independently given general direction and to thrive in a team environment that is constantly changing
* Strong analytical, problem-solving, and decision-making skills
* Ability to handle multiple concurrent priorities, providing accurate and timely results
* Effective time management, attention to detail, communication, and organizational skills
* Must live within commutable distance from our New York City, Chicago, or Chevy Chase, MD office and work a hybrid schedule, including working at least three days per week from the office
Annual Salary
$24.93 - $41.21
The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations.
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
Forest Hills Capital Management
Forest Hills Capital Management is a pioneering private equity firm established in 2008 located in Forest Hills, Queens, New York. Along with investing capital, we work with management and owners of middle market and large companies in transforming their businesses into highly-successful endeavors through a variety of methods, including buyouts, recapitalizations and restructurings. We work closely with management to provide them the time, talent and resources the company needs to execute on its mission and vision.
We are active investors providing advice, consulting and access to our network. We do not operate the company on a day-to-day basis; therefore, we require the appropriate reporting and control structures, as well as strong management teams.
Forest Hills Capital's investors include entrepreneurs, family offices, multi-family offices, hedge fund and private equity managers, and other accredited investors investing their individual capital into transactions.
Job Description
Intern with Forest Hills Capital Management
We have openings for college undergraduates and graduates who can work during the Spring 2017 semester on a FULL-TIME basis. Although an unpaid position, our goal is to provide you with valuable hands-on experience and guidance that could lead to a successful career.
Responsibilities may include, but are not limited to:
•Assist other investment professionals in the due diligence process, including market research, financial modeling, and forecasting.
•Financial Modeling & Forecasting
•They will also review financial information, collateral and other assets to assess portfolio risk and profitability.
•Proven organizational and time management skills are critical, as multi-tasking is essential to monitor and engage with the overall portfolio.
•Tracking and maintaining prospect database/lists
•Attend weekly intern activities
Qualifications
To qualify as an intern, you must have the following qualities:
•A preferred GPA of 3.5 or higher
•Must be available full time (40hrs/week) 4-5 days a week.
New York City Candidate Residents ONLY (Must live in New York City right now, NO New Jersey candidates) No exceptions.
•Must be able to commute to Forest Hills, NY for the internship
•Financial, quantitative and organizational skills
•Candidate for Bachelor's or Master's degree in finance, economics or business from an accredited business school with high performing academic record
•At minimum, general financial analysis skills and the ability to read and understand financial statements is required.
•Exceptional communication skills: written and verbal
•Motivated, self-starter, entrepreneurial, hard-working
•High-level computer skills: Design programs, MS Windows Office, Internet, and HTML/ASP/SQL (a plus)
Additional Information
We accept applications online only. If you're ready to apply, please submit your resume. No soliciting or personal emails. PLEASE, NO PHONE CALLS.
$37k-57k yearly est. 60d+ ago
Financial Analyst Summer Intern 2026
Auldbrass Partners
Associate analyst job in New York, NY
Financial Analyst Intern - Summer 2026 Founded in 2011 as a spin-out from Citigroup, Auldbrass Partners is a 100% employee-owned firm specializing in private equity investments. Over their careers, our principals have completed over $3.8 billion in secondaries transactions. Our firm is focused on executing a specialized private equity strategy by taking equity positions in excellent companies with strong, sustainable growth and resilience, ensuring they are well-positioned to achieve liquidity in the near term.
Investment Approach
At Auldbrass Partners, we aim to maximize returns for institutional investors by investing in high-quality private equity opportunities, primarily through secondary transactions. Our strategy is to secure concentrated equity positions in strong private companies that have clear paths to liquidity within 3 to 5 years.
Join Our Team as a Financial Analyst Intern - Summer 2026
Auldbrass Partners is excited to welcome driven and curious undergraduate students to join our dynamic team as Financial Analyst Interns. This full-time, in-person opportunity at our New York office offers hands-on experience in private equity investment and corporate finance.
What You'll Do:
As a Financial Analyst Intern, you'll gain valuable exposure to the investment process while working alongside experienced professionals. Your responsibilities will include:
Financial Analysis & Modeling - Assisting in the creation of detailed financial analyses and models using Excel-based spreadsheets to support investment decisions.
Investment Research & Due Diligence - Assisting in the due diligence process for new transactions, including researching portfolio companies and potential investment opportunities.
Investment Evaluations - Assisting in preparing Investment evaluation memoranda, including forming recommendations based on well-supported investment arguments.
Deal Sourcing & Portfolio Support - Supporting senior investment professionals in sourcing new transaction opportunities and providing assistance for portfolio management and monitoring.
Special Projects - Assisting with various projects such as investor relations, business development, and industry research as needed.
Who We're Looking For:
We're seeking motivated students with a passion for finance and investing. If you're eager to learn, thrive in a fast-paced, transaction-oriented environment, and enjoy solving complex problems, we encourage you to apply!
Ideal candidates will have:
Currently pursuing a Bachelor's degree (strong academic record with a minimum 3.5/4.0 GPA preferred)
A keen interest in investing, corporate finance, and financial markets
Prior internship experience in corporate finance or financial services (a plus!)
Strong leadership, time management, analytical, communication, multi-tasking, and organizational skills with high attention to detail
A positive attitude, professional demeanor, and self-motivated approach
Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
Why Join Us?
This paid internship offers hands-on experience in private equity investment, mentorship from seasoned professionals, and the chance to develop critical financial skills in a collaborative, high-energy environment. Plus, it's a great opportunity to expand your network and gain insights into the world of investing.
Compensation: $25/hour
How to Apply & Next Steps
We review applications on a rolling basis. Selected candidates will be invited to continue through the hiring process, which consists of the following steps:
Resume Submission - Submit your resume.
Resume Review - Submitted resumes will be evaluated, and selected candidates will be invited to complete a brief questionnaire.
Initial Questionnaire (by invitation only) Candidates who advance to the next stage will be asked to complete a short questionnaire to provide additional information.
One-Way Video Interview (via Willo) - Advancing candidates will complete a one-way video interview featuring a mix of behavioral and technical questions.
Live Virtual Interviews + Written Application - Candidates who successfully complete the one-way video interview will move forward to a series of live interviews with our team and will also be asked to complete a concise yet detailed written application.
Final Rounds with Leadership - Successful candidates will have the opportunity to interview with one or more executives before any hiring decisions are made.
To be considered, please ensure you complete all steps as required. Only selected candidates will be invited to proceed beyond the resume stage.
We look forward to meeting talented candidates and welcoming new interns to our team!
Please reach out to us via email at [email protected] with any questions about this posting.
Auldbrass Partners, LP is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
$25 hourly Auto-Apply 9d ago
Senior Investment Operations Analyst
Ridgeline 4.1
Associate analyst job in New York, NY
Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team.
As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations.
At Ridgeline, how we work matters as much as what we build.
Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you.
You must be work authorized in the United States without the need for employer sponsorship.
The impact you will have:
* Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers.
* Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities.
* Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements.
* Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls.
* Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies.
* Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation.
* Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites.
* Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform.
* Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs.
What we look for:
* Bachelor's degree in Finance, Economics, Accounting, or a related field.
* 3-5 years of experience in investment operations or a related middle/back-office function.
* Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management.
* Strong attention to detail with a commitment to accuracy and timeliness.
* Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently.
* Excellent written and verbal communication skills for working with customers and internal teams.
* Proficiency with Google Apps or MS Office, especially spreadsheets.
* Curiosity about new technologies, including AI-driven tools, and willingness to learn.
* Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations.
Bonus:
* Experience with enterprise SaaS or fintech platforms.
* Familiarity with tools such as Slack, JIRA, Confluence, or Kantata.
* Exposure to APIs, AWS, or other cloud-based architectures.
* CFA or CPA designation (or progress towards one).
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before.
With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a "Best Workplace for Innovators," by The Software Report as a "Top 100 Software Company," and by Forbes as one of "America's Best Startup Employers."
Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.
Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions.
Compensation and Benefits
The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.
As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product.
In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.
#LI-Hybrid
How much does an associate analyst earn in Passaic, NJ?
The average associate analyst in Passaic, NJ earns between $46,000 and $110,000 annually. This compares to the national average associate analyst range of $47,000 to $98,000.
Average associate analyst salary in Passaic, NJ
$71,000
What are the biggest employers of Associate Analysts in Passaic, NJ?
The biggest employers of Associate Analysts in Passaic, NJ are: