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Associate analyst jobs in Philadelphia, PA - 713 jobs

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  • Analyst - Investments

    Corten Real Estate

    Associate analyst job in Philadelphia, PA

    Corten Real Estate Management LLC ( ************************ ) is recruiting an Analyst - Investments to support all aspects of the firm's investment and portfolio management processes, from initial deal due diligence/analysis through asset disposition. This role is built for someone who wants hands-on responsibility from day one and the ability to materially influence investment outcomes (sourcing, underwriting, asset management, dispositions) in an entrepreneurial environment. Culture fit matters at Corten - we are in-office, highly collaborative and competitive problem solvers. Duties & Responsibilities: Complete underwriting, market analyses, due diligence and financial analyses Assist in the due diligence process for new investments across all aspects of the transaction, including physical, financial, legal and operational reviews Assist is asset management Prepare investment memoranda for new acquisitions as well as asset dispositions; prepare other documents required by the firm's investment committee and assist in the compilation of meeting minutes Develop/update valuation models, monitor investments and participate in asset management Conduct market research to identify potential target markets for new investment opportunities Develop marketing and reporting presentations, fundraising collateral, other research reports, and special projects Highlights: • Broad capital stack exposure: Common equity, participating preferred equity, mezzanine / subordinate debt and stretch senior loans • Active deal velocity: Corten is actively targeting value-add acquisitions, special situations, and structured recapitalizations • High-impact seat: Work directly with senior team members across underwriting, market research, due diligence, and portfolio strategy development • Visibility & upward mobility: Lean team structure where performance is noticed and rewarded Qualifications: Bachelor's degree - business, finance, economics or real estate emphasis preferred 2+ years in real estate private equity, investment banking, or structured finance Multifamily or credit experience preferred, but not required if skillset is sharp and mentality is entrepreneurial Exceptional quantitative and analytical skills, with a high degree of attention to detail Ability to communicate (orally and in writing) in a highly professional manner Must possess Office 365 platform skills and demonstrate advanced proficiency in Microsoft Excel Must be a highly organized self-starter that functions well in a team of multi-taskers
    $74k-126k yearly est. 2d ago
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  • Workday Configuration Support Analyst

    Insight Global

    Associate analyst job in Philadelphia, PA

    We are seeking a dynamic, self-driven Workday Configuration Support Consultant to support our payroll operations and system troubleshooting in a fast-paced, evolving environment. This role is critical in ensuring accurate and compliant payroll processing for U.S. and Canadian employees, diagnosing and documenting system issues, and partnering with internal and external teams to drive continuous improvement. The ideal candidate is a quick thinker, highly analytical, and ready to hit the ground running with minimal training. RESPONSIBILITIES: - Diagnose, troubleshoot, and document Workday Payroll configuration issues, partnering with external AMS support for resolution. - Support accurate and compliant payroll processing for U.S. and Canadian employees, serving as backup processor when needed. - Collaborate with HR partners to review, update, and resolve Workday payroll tickets. - Utilize advanced Excel skills (VLOOKUPs, Pivot Tables, data validation) to support payroll audits and reporting. - Contribute to stabilization and continuous improvement efforts following the transition from Employee Central to Workday. - Spend approximately 80% of time working within Workday (ticketing, payroll, reporting) and 20% in meetings with internal and cross-functional stakeholders. REQUIRED SKILLS AND EXPERIENCE - Deep expertise in Workday Payroll configuration and integration with the ability to diagnose issues, identify root cause and communicate solution to external AMS team to perform configurations - Demonstrated experience running U.S. and Canadian payrolls - Ability to work independently, adapt to changing priorities, and manage ad-hoc requests in a fast-paced environment. - Familiarity with payroll compliance, tax rules, and reporting requirements. - Advanced Excel skills and comfort with hands-on troubleshooting. - Workday Payroll certification strongly preferred; must be ready to contribute immediately with minimal training.
    $57k-95k yearly est. 4d ago
  • Data Governance & Metadata Analyst

    Pride Health 4.3company rating

    Associate analyst job in Philadelphia, PA

    Pride Health is looking a Data Governance & Metadata Analyst to support our client's medical facility which in Philadelphia, PA (Onsite) Title :: Data Governance & Metadata Analyst Duration :: 10 + Month Contract with possibility of extension depends on your performance Rate :: $70 to 80/hr Job Summary: General Description: We are looking a highly skilled Data Governance & Metadata Analyst to serve as a liaison between technical teams and business stakeholders. This role is responsible for translating complex technical concepts related to metadata, governance, and reporting into clear, business-friendly documentation for the enterprise data catalog (Gene). The ideal candidate will support metadata completeness, advance governance initiatives, and improve transparency across core data domains Key Responsibilities Data Documentation & Translation Interpret and simplify complex technical concepts related to data assets, data lineage, reporting logic, and transformations for inclusion in the enterprise data catalog. Translate technical data rules into clear, actionable language for business and operational teams. Consolidate and summarize data rules for core domains (e.g., patient, provider) to ensure easy access for stakeholders. Create clear, user-friendly documentation explaining complex data processes in business terms. Define documentation standards and certification processes to ensure data quality and reliability. Ensure consistency, accuracy, and completeness of metadata and definitions across the data catalog. Metadata & Catalog Management Partner with Data Engineering and Data Analytics teams to document core and semantic tables in production. Identify gaps in existing metadata and collaborate with stakeholders to remediate them. Support enterprise metric documentation, including: Identifying and documenting enterprise metrics Creating frameworks to link related or similar metrics Retiring or remediating metrics without defined ownership Data Governance & Compliance Support data governance initiatives by maintaining transparency and traceability in data documentation. Collaborate with Research and Privacy teams to document PHI and PII handling guidelines for external data sharing. Create and maintain data policies for restricted data across the enterprise ecosystem. Partner with stakeholders to support and operationalize Data Retention policies in alignment with enterprise standards. Develop artifacts and documentation that make enterprise data initiatives accessible to both technical and business teams. Ensure governance policies are actionable, consistently applied, and linked to global enterprise policies. Required Skills & Qualifications Strong understanding of data management principles, including metadata, data quality, and reporting concepts. Proven ability to translate technical concepts into clear, concise, business-friendly documentation. Excellent communication and collaboration skills to work across technical and non-technical teams. Experience writing high-quality technical and business documentation. Bachelor's Degree (required). Benefits Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors. Equal Opportunity Employer As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.
    $51k-72k yearly est. 1d ago
  • Data Analyst

    Old Republic Specialty Insurance Underwriters 4.5company rating

    Associate analyst job in Yardley, PA

    Title: Data Analyst - Actuarial Support Reports To: VP, Actuary Department: Actuary Classification: Full-Time/Exempt Who We Are: Old Republic is a leading specialty insurer that operates diverse property & casualty and title insurance companies. Founded in 1923 and a member of the Fortune 500, we are a leader in underwriting and risk management services for business partners across the United States and Canada. Our specialized operating companies are experts in their fields, enabling us to provide tailored solutions that set us apart. Old Republic Specialty Insurance Underwriters (ORSIU) is part of Old Republic International Corporation. We offer insurance and reinsurance spanning most lines of business, and partner with specialists who are committed to providing the highest levels of service with the products necessary to meet the unique needs of the Alternative Risks, Specialty Programs and Excess Casualty marketplace. Position Overview: The Data Analyst will assist the actuarial department by gathering, analyzing, and interpreting relevant data sources in support of pricing, reserving, filing, reporting, and other business needs. Note that this role is not a part of the actuarial exam program. Essential Job Functions: Collaborate with cross functional teams to improve data and automate reports where appropriate. Use analytics to spot trends, dependencies, and patterns. Acquiring and compiling structured and unstructured data while verifying its quality, accuracy, and reasonableness. Support actuarial department in responding to corporate/regulatory requests (state data calls, etc.), from determining requirements to data preparation to final exhibit creation. Align with operations team as part of ongoing system development/enhancements while enhancing data availability within the organization. Qualifications: Degree in Business, Computer Science or another related field. A minimum 2 years of P/C insurance experience is preferred. Strong analytical and problem-solving skills as well as solid oral and written communication skills Technical expertise in Microsoft Excel required; experience with Access, SQL, VBA, or other programming languages. ORI is an Equal Opportunity Employer. ORI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $67k-81k yearly est. 18h ago
  • APPLICATIONS ANALYST II

    Cooper University Health Care 4.6company rating

    Associate analyst job in Media, PA

    About us At Cooper University Health Care , our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies and research protocols. We have a commitment to our employees to provide competitive rates and compensation programs. Cooper offers full and part-time employees a comprehensive benefits program, including health, dental, vision, life, disability, and retirement. We also provide attractive working conditions and opportunities for career growth through professional development. Discover why Cooper University Health Care is the employer of choice in South Jersey #LI-CU1 Short Description Responsible for enhancing, supporting, and maintaining applications. Coordinates the analysis and development of new functionality. Builds, tests, and implements new functionality, maintenance changes, and fixes. Reviews and completes scheduled vendor releases and system upgrades. Analyzes, diagnoses, and implements system and process changes. Ensures system changes follow change management procedures and protocols. Act as application SME when assigned to project teams. Works with cross functional teams on system functionality and configuration of new tools. Create and maintain test scripts. Develops, plans, and executes testing for supported applications. Consistently meets project deadlines and goes the extra mile to ensure dates are met. Troubleshoots and researches issues impacting systems Experience Required 3-5 years relevant clinical, certification, and/or technical experience will be considered for those candidates who have a proven track record in the field and handling responsibilities associated with the outlined job responsibilities/summary Inpatient/surgical services experience highly preferred Education Requirements Bachelors preferred Business, Data Analytics, Information Technology/Systems, Healthcare preferred. 3-5 years relevant clinical, certification, and/or technical experience will be considered in lieu of degree. License/Certification Requirements RN, PT, OT, MA, LPN preferred Healthcare experience in hospital, medical practice, or health system preferred Application specific certification/proficiency within 90 days of hire if applicable Special Requirements Excellent written and verbal communication. Ability to effectively translate IT terminology and processes with key stakeholders. Strong customer service skills. Ability to multitask in high pace work environment.
    $80k-106k yearly est. 1d ago
  • Head of Pricing & Analytics - Middle Market

    AXA Group 4.9company rating

    Associate analyst job in Exton, PA

    An insurance and risk management firm is seeking a Head of Pricing in Hartford, Connecticut. This role involves driving pricing capabilities across Middle Market Americas and leading a high-performing team. The ideal candidate has extensive actuarial pricing experience, demonstrates strong business acumen, and possesses leadership skills. Responsibilities include ensuring pricing compliance, collaborating with various teams, and influencing leadership decisions. Join a firm committed to inclusion, sustainability, and innovative risk solutions. #J-18808-Ljbffr
    $60k-74k yearly est. 4d ago
  • Asset Management Analyst

    Preit 4.0company rating

    Associate analyst job in Philadelphia, PA

    Company Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations. Responsibilities This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development. Essential Functions Supports leadership in PREIT portfolio lease execution. Create and update annual property budgets and creating forecasting models for region in Argus and Excel. Develop pro formas and projections for leasing representatives to help them in negotiating transactions. Develop and track pro formas for redevelopment projects. Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses. Build and maintain quarterly covenant calculations for term reporting. Participate in Regional Production meetings and ensure action items are addressed in a timely manner. Monitor performance of the property and identifying operations and challenges and implement strategies to respond. Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants. Prepare financial projections for the properties and portfolio, and for properties under consideration for development. Carry out special assignments/projects as assigned by management. Assist team in acquisition, disposition, and refinance initiatives. Qualifications Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable. 1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position. Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors. Excellent written and verbal communication skills Detail orientation demonstrated ability to multitask effectively, and strong analytical skills. Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus. Ability to work in Center City, Philadelphia office 4 days per week. Benefits 401(k) Health insurance
    $66k-81k yearly est. 1d ago
  • Real Estate Analyst

    Robert Half 4.5company rating

    Associate analyst job in Exton, PA

    Financial Analyst - Real Estate Investments Salary + Cash Bonus + Equity We're seeking a motivated and detail-oriented Financial Analyst to join a dynamic team focused on identifying, analyzing, and supporting strategic real estate investment opportunities. This role offers exposure to complex financial modeling, market research, and investment decision-making across a variety of property types. What You'll Do: Build detailed financial projections and cash flow models using Excel and ARGUS to support investment opportunities. Conduct market research and analysis to inform assumptions for potential acquisitions and development projects. Prepare comprehensive investment briefs and present findings to senior leadership for review and approval. Collaborate with internal teams, regional offices, brokers, consultants, and other external partners to verify data and assumptions. Contribute to annual investment budgets and strategic planning initiatives. Maintain accurate tracking of investment pipelines, reports, and internal databases. Travel occasionally to support due diligence and site evaluations. What We're Looking For: Bachelor's degree in Finance, Accounting, Economics, or related field. 1-2 years of experience in finance, real estate, or investment analysis preferred. Strong understanding of financial modeling concepts, including cash flow, IRR, DCF, and yield analysis. Experience with ARGUS and advanced Excel modeling is highly desired. Excellent written and verbal communication skills, with strong attention to detail. Comfortable collaborating across teams and managing multiple priorities simultaneously. Why You'll Love It Here: Opportunity to work on high-impact real estate investment projects. Exposure to senior leadership and strategic decision-making processes. Collaborative, fast-paced environment that values curiosity, accuracy, and analytical thinking. If you're passionate about real estate finance and enjoy diving into numbers to uncover opportunities, we'd love to hear from you!
    $62k-104k yearly est. 2d ago
  • Junior Financial Analyst

    Vaco By Highspring

    Associate analyst job in Trenton, NJ

    Job Title: Junior Insurance Analyst (P&C) Compensation: $100,000-$110,000 base Experience Level: 2-3+ years Industry: Property & Casualty Insurance About the Role A growing insurance organization is seeking a Junior Insurance Analyst to join its growing finance and analytics function. This role sits on the Property & Casualty (P&C) side of the business and will partner closely with senior leadership to support financial planning & analysis (FP&A), reporting, and data-driven decision-making. The team is currently navigating data challenges and is looking for a high-potential, detail-oriented analyst who is eager to grow, improve processes, and help lay the groundwork for a broader information process improvement initiative planned for 2026. This is an excellent opportunity for a sharp, ambitious analyst who wants visibility, responsibility, and long-term growth within an insurance-focused environment. Key Responsibilities Support FP&A activities including budgeting, forecasting, variance analysis, and management reporting Partner with the management team to gather, validate, and analyze financial and operational data Assist in identifying data gaps, inconsistencies, and inefficiencies across reporting processes Build and maintain Excel-based models, reports, and analysis to support business decisions Contribute to ongoing efforts to improve data quality and information flow in preparation for future system and process enhancements Provide ad hoc analysis and insights related to P&C performance Qualifications 2-3+ years of experience in insurance, financial analysis, FP&A, or a related analytical role Property & Casualty (P&C) insurance experience is required Strong Excel skills (pivot tables, formulas, financial modeling) Demonstrated tenure and retention (ideally at least 2 years with one employer) Comfortable working with imperfect or evolving data Highly motivated, proactive, and eager to take on increased responsibility Strong communication skills and ability to work cross-functionally with leadership What They're Looking For A sharp analyst with strong fundamentals Someone ambitious who wants to grow with the organization A candidate excited to help improve data and information processes ahead of a larger 2026 initiative
    $100k-110k yearly 1d ago
  • Student - Institutional Research Analyst

    Ursinus College 4.4company rating

    Associate analyst job in Collegeville, PA

    Classification: Exempt Reporting: Vice President for Academic Affairs/Dean of the College The Director leads the Office of Institutional Research and Effectiveness which is responsible for coordinating a comprehensive program of institutional research supporting college-wide planning, assessment, research initiatives, data governance and accreditation.. The office provides information and analyses to support decision- making; responds to data and information requests from internal and external constituents; promotes institutional effectiveness practices and effective data management processes through education and collaboration; and facilitates efforts within the campus community to improve the student experience. Specific Responsibilities: • Oversees the College's external reporting, internal reporting and analysis in support of institutional assessment, planning, and decision-making. • Contributes to the college-wide integration of meaningful assessment processes and practices in support of student learning and institutional effectiveness. • Coordinates the administration and utilization of all institution-wide surveys and studies related to institutional assessment (e.g. BCSSE, NSSE, HEDS) • Serves as central resource for institutional data and a key partner in the development and monitoring of strategic indicators. • Assists campus constituencies in using and interpreting institutional data o Identifying information needs and assisting stakeholders in asking the right questions o Collect, analyze, interpret and report data and information o Planning, assessment, evaluation o Data governance and standards; data quality and appropriate interpretation o Promoting use of data and information for decision making; education and coaching around data literacy • Advises the President and senior staff on data needs for planning and evaluation purposes and on developments in the external environment that have a bearing on the institution's mission, goals, and initiatives • Manages the reporting of institutional data required by the US Department of Education (IPEDS), state, and other regulatory agencies (NCAA) • Coordinates the institutional response to voluntary external surveys (e.g., Princeton Review, US News, AICUP, etc.) • Provides data to regional accreditors and advises college leaders on accreditation compliance • Develops and oversees college assessment of student learning, in close collaboration with the Dean of the College office, the faculty Outcomes Assessment Committee, and individual academic departments and programs • Provide consultation to academic and administrative units on outcomes articulation and assessment, research methodology, data management, and data analysis and interpretation for planning and assessment activities. • Coordinates assessment planning and implementation with administrative departments relating to administrative effectiveness • Represents the college in consortial research activities • Conducts special studies as needed for the President and senior staff • Makes appropriate data and assessment tools available to internal and external constituencies as appropriate • Initiate and maintain the college's web presence for the areas of Institutional Research and Effectiveness, Accreditation, College Assessment, and Higher Education Opportunity Act (HEOA) Consumer Information. • Oversees daily operation of the office including budget oversight, workload management, and supervision of professional staff • Serves on campus-wide committees (Outcomes Assessment Committee, Campus Planning and Priorities Committee, others as assigned) Qualifications: • Master's degree required, Ph.D preferred in data analysis or related field • Understanding of the mission and objectives of private higher education and institutional needs of small colleges • Minimum of 5 years of successful experience in higher education institutional research and assessment • Excellent oral and written communication skills • Strong organizational skills and attention to detail • Initiative in framing and completing projects • Advanced computer expertise o Statistical analysis packages such as SAS, SPSS, or R o Data visualization tools such as Tableau • Commitment to student access, success, diversity, and inclusion is required. • Supervisory experience preferred Other Duties: The above statements are intended to describe the general nature and level of work being performed by the individual(s) assigned to this position. They are not intended to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Job responsibilities and activities may be modified or changed at any time with or without notice. Job descriptions will be audited periodically by the Ursinus Human Resources department to ensure they are up-to-date and reflect the essential responsibilities and duties of the job. Ursinus EEO Statement: Ursinus is an EEO employer. Ursinus College does not discriminate on grounds of race, color, national origin, gender, sexual orientation, gender identity or expression, religion, age, creed, ancestry, veteran status, marital status, disability, or other classification protected by applicable law in the administration of any of its educational programs or activities or with respect to employment.
    $55k-68k yearly est. Auto-Apply 60d+ ago
  • Tax Research Analyst

    Vertex 4.7company rating

    Associate analyst job in King of Prussia, PA

    The Tax Research Analyst role requires expertise in tax mapping, AI tools, and industry-specific taxation to research, interpret, and structure tax content for Vertex products, demonstrating efficiency and providing clear research support. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: Analyze and interpret how categories, taxability, and regulatory changes impact Vertex products, ensuring accurate content updates and compliance. Communicate effectively with internal and external stakeholders to address tax law changes and customer needs. Monitor and analyze processes, focusing on the impact on customers; re-evaluate items as necessary and collaborate with the Tax Research team to resolve issues related to taxability when items do not function as expected. Test and support the implementation of tax content and process changes, contributing to quality assurance and operational efficiency. Collaborate with cross-functional teams-including Product Management, Engineering, and Tax Research-to achieve organizational objectives. Professional Development to support Vertex Objectives may be necessary KNOWLEDGE, SKILLS AND ABILITIES: Taxonomy & Classification Expertise Understanding of taxonomy structures, hierarchical classification, and metadata standards. Experience with category mapping and harmonization across multiple systems. Data Analysis & Mapping Strong analytical skills for interpreting data relationships and mapping categories accurately. Familiarity with data normalization and enrichment techniques. Governance & Compliance Knowledge of data governance principles, standards, and best practices. Ability to ensure compliance with internal and external classification guidelines. Attention to Detail High level of accuracy in mapping and validating categories. Ability to identify inconsistencies and resolve classification conflicts. Communication & Collaboration Strong written and verbal communication skills for documenting taxonomy rules and guidelines. Ability to work cross-functionally with data stewards, governance teams, and business units. Strong communication (oral, written, presentation and facilitation) skills. Problem-Solving & Critical Thinking Ability to troubleshoot mapping issues and propose solutions. Comfortable working with ambiguous or incomplete data sets Ability to apply professional concepts, experience and company objectives in order to perform an in-depth analysis of situations or data to resolve complex issues in creative ways. Ability to problem-solve. Expertise in a specific tax field/industry Developing capability to teach, develop and train. Developing capability to understand how customers would use Vertex products or equivalent tax solution product. Developing capability in project management, estimation skills. Developing expertise in multiple tax fields/industry. Developing / ability for Compliance administration (Facilitate information between Vertex and Taxing Authorities). Developing capability to influence and create awareness skills. Ability to utilize time management and effectively communicating competing priorities. Ability to work without supervision. Latitude for independent decision making. Ability to listen and understand information and communicate the same. Must be results oriented, customer focused, and exhibit good interpersonal skills Proficiency in Microsoft Office packages is required. EDUCATION AND TRAINING: Bachelor's degree in Accounting, Taxation, Finance, data science or similar degree required Obtained or actively pursuing one or more of the following: Juris Doctorate (J.D.), masters in taxation, MBA, CMI, or CPA certification (active or inactive) preferred. O Series certification preferred. 5+ years in a multi-jurisdictional environment with emphasis in Indirect Tax Developing the ability to lead projects Industry or consulting experience a plus Strong experience with research tools such as CCH, Lexis-Nexis, RIA, BNA, etc. Experience with Vertex or other tax engines a plus Or equivalent combination of education and/or experience Other Qualifications The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners. Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback. Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough. Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results. Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes. Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions. COMMENTS: The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time. Pay Transparency Statement: US Base Salary Range: $75,300.00 - $97,800.00 Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression. In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants. Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs. *In no case will your pay fall below applicable local minimum wage requirements .
    $75.3k-97.8k yearly Auto-Apply 21d ago
  • Equity Analyst

    Clark Capital Group 3.8company rating

    Associate analyst job in Philadelphia, PA

    The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks. At least three years of relevant experience, CFA preferred Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction Keep abreast of industry and academic research and identify new research ideas Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies Competencies for Success: Ability to work independently and as part of a team Strong financial statement analysis, valuation, and modeling skills Bachelor's degree in finance, business, economics, math, or business administration Bloomberg and or Factset proficiency Microsoft office proficiency Python, SQL and or programming proficiency a plus Strong work ethic, high integrity and aligned with the company's core values Strong communication and interpersonal skills Exceptional quantitative, verbal, and written communication skills Ability to adapt to and learn new technologies
    $97k-143k yearly est. 60d+ ago
  • Senior Analyst, Investor Services

    Hamilton Lane Incorporated 4.2company rating

    Associate analyst job in Conshohocken, PA

    Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation. What we do: As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025. The Opportunity: The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change. Your responsibilities will be to: * Analyze fund financial statements and perform a detailed review of investment activity. * Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation. * Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures. * Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity. * Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements. * Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems. * Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations. * Support department-wide initiatives as assigned; escalate questions and unusual items. * Prepare investment performance materials with a meticulous focus on data accuracy and quality. Your background will include: Must-haves: * College degree (B.A., B.S. or B.B.A.). * 2-4 years working experience * Financial Services and/or private equity experience is a plus * Highly motivated and organized; detail-oriented * Excellent written and verbal communication skills * Ability to manage multiple projects simultaneously and be able to prioritize workload * Day-to-day flexibility for ad hoc projects * Proactively identify challenges and offer solutions * Must be proficient in Microsoft applications (Word, Excel, PowerPoint) Nice to haves: * Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience. * Private Markets Evergreen fund operations experience. Travel: * If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly. Benefits: At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring. To do this, Hamilton Lane offers the following benefits: Enhancing Your Physical and Emotional Health Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program. Developing Your Career Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane. Supporting Your Family & Community For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team. For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents. Safeguarding Your Financial Wellbeing Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan. We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts. Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law. If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************. Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
    $121k-179k yearly est. Auto-Apply 6d ago
  • Senior Analyst, Investor Services

    Hamilton Lane Advisors

    Associate analyst job in Conshohocken, PA

    Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation. What we do: As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025. The Opportunity: The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change. Your responsibilities will be to: Analyze fund financial statements and perform a detailed review of investment activity. Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation. Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures. Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity. Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements. Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems. Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations. Support department-wide initiatives as assigned; escalate questions and unusual items. Prepare investment performance materials with a meticulous focus on data accuracy and quality. Your background will include: Must-haves: College degree (B.A., B.S. or B.B.A.). 2-4 years working experience Financial Services and/or private equity experience is a plus Highly motivated and organized; detail-oriented Excellent written and verbal communication skills Ability to manage multiple projects simultaneously and be able to prioritize workload Day-to-day flexibility for ad hoc projects Proactively identify challenges and offer solutions Must be proficient in Microsoft applications (Word, Excel, PowerPoint) Nice to haves: Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience. Private Markets Evergreen fund operations experience. Travel: If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly. Benefits: At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring. To do this, Hamilton Lane offers the following benefits: Enhancing Your Physical and Emotional Health Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program. Developing Your Career Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane. Supporting Your Family & Community For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team. For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents. Safeguarding Your Financial Wellbeing Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan. We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts. Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law. If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************. Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
    $96k-160k yearly est. Auto-Apply 12d ago
  • 2027 Commercial & Specialized Industries Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Associate analyst job in Philadelphia, PA

    JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment. How we're organized: As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks: * A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology. * A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication. Syndicated Finance Group Locations: Chicago, Houston Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience. Financial Sponsors Group Locations: New York, Chicago, Los Angeles FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions. In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job Responsibilities: Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. You'll make an impact by: * Working on financial models to support financing transactions * Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learning how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Developing an understanding of the full breadth of J.P. Morgan products and service offerings * Conducting client and prospect research to support business development efforts Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Birmingham (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * Phoenix * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City Who We Are Seeking: We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience. Required qualifications, capabilities and skills: * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028 * Candidates must be authorized to work permanently in the U.S. Preferred Qualifications: * Coursework in business, finance, or accounting a plus * Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. Our Mission: At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. * Your city preference should align with your current internship location. About Us: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer/Disability/Veterans About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
    $59k-82k yearly est. Auto-Apply 14d ago
  • Senior Investment Data Analyst

    Venerable 4.2company rating

    Associate analyst job in West Chester, PA

    The Investment Data Senior Analyst will play a critical role in advancing Venerable's investment data and reporting environment. This position blends strong technical acumen with investment data expertise to deliver scalable, efficient, and high-quality investment data solutions. Investment data encompasses the full spectrum of information supporting the investment lifecycle from security reference and transactions data to risk metrics and analytics. The analyst will focus on driving automation, enhancing process efficiency, and supporting the development of a robust data and reporting infrastructure that meets the evolving needs of internal stakeholders. This position resides within the Investment and Risk Operations team in Venerable's Risk department. Venerable is currently working in a Hybrid Work Model, in the office 3 days/week and remote 2 days/week. This role is based in our West Chester, PA office. Please note that this position is not eligible for visa sponsorship or visa transfers at this time. Primary Responsibilities: Design and implement scalable, automated processes for investment data ingestion, transformation, validation, reconciliation, and reporting to ensure accuracy and efficiency. Contribute to investment data product management, including requirements gathering, user story development, and user acceptance testing (UAT). Participate in product planning and roadmap discussions to align data capabilities with business objectives. Enhance and maintain data infrastructure, including pipelines, models, and centralized repositories, ensuring seamless integration with downstream systems and supporting analytics, reporting, and operational workflows. Monitor and troubleshoot data flows from internal and external sources, analyze exceptions and trends, and implement process and control improvements to strengthen data quality and operational efficiency. Develop and maintain dashboards and reports to support oversight, financial modeling, and strategic decision-making. Serve as a subject matter expert on investment data infrastructure, providing technical guidance and support to team members and stakeholders. Partner with cross-functional stakeholders (Investment Management, Risk, Operations, Financial Risk Management, Accounting, Treasury, Audit, Hedging, Valuation, and Technology) and external vendors (e.g., risk analytics platforms, investment accounting provider) to support investment-related data initiatives. Advance investment data governance by managing data dictionaries, metadata, and process documentation to promote consistency and transparency across the organization. The candidate must possess the following skills and experiences: Undergraduate degree in Finance, Economics, Mathematics, Information Systems, Computer Science, Data Science, or a related field. 5+ years of experience in financial services, including direct experience with investment data management and solution design. Demonstrated ability to design and optimize business processes and tools to improve workflow efficiency, reduce manual effort, and mitigate risk. Proficiency in SQL, with a strong preference for experience working with large datasets and database design. Proven ability to support product management processes, including requirements gathering and user acceptance testing (UAT). Experience with data transmission, loading, reconciliation, reporting, and downstream integration. Advanced Microsoft Excel skills, including experience with complex formulas, pivot tables, and data analysis tools. Familiarity with investment instruments and financial markets, particularly fixed income and risk analytics. Strong analytical, critical thinking, and problem-solving skills with a high level of attention to detail. Ability to work independently and collaboratively in a cross-functional, fast-paced environment. Ability to manage competing priorities and meet deadlines. Preferred skills and Qualifications: Familiarity with data pipeline architecture and hands-on experience with cloud platforms, particularly Amazon Web Services (AWS). Experience with data visualization and reporting tools, particularly Power BI. Programming experience in Python, R, or similar languages. Experience with analytics, financial, or investment accounting platforms such as Blackrock Aladdin, Factset, or Clearwater. Strong communication and interpersonal skills to engage effectively with internal teams and external partners. Experience with Agile methodologies and tools. CFA designation or progress toward it. #LI-MB1 Venerable Values: Every position at Venerable has responsibility for living out the company's values as described here: We are Courageous - We think critically, ask "why?" and seek out creative solutions. We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking. We are Connected - We are connected to each other, our customers and our community. Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for. If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.
    $110k-175k yearly est. Auto-Apply 60d+ ago
  • Claims Insight Analyst, Intern (Business Insight Analyst, Intern)

    New Jersey Manufacturers 4.7company rating

    Associate analyst job in Trenton, NJ

    Consider joining NJM's 2026 Paid Summer Intern Program! This is a robust program that includes: Lunch with our leaders Meaningful work where you are a contributor and collaborator Team Intern Project: Researching and presenting a business question to our top leaders Leader Presentations: Insurance Industry, Key Departments and how they work and more Informational interviews in areas you want to learn more about. Intern Fun: Night at the Trenton Thunder Game Volunteer activities to give back to the community in which we serve Networking events Team building games Here is what our interns said about us! John: “NJM is a place to learn and grow. The community is truly special.” Kyle: “I cannot recommend this internship enough to other students! The SIU internship has become a cornerstone of my professional and academic development and has laid a foundation for my future endeavors.” Maggie: “People are here to help, and we are here to learn.” Joe: "I truly cannot imagine having interned at someplace other than NJM over the past year. I consider myself so extremely lucky to have had this excellent opportunity!" Overview NJM Insurance Group's Claims Analytics Department is seeking a Claims Insights Analyst Intern (the official NJM Title is Business Insights Analyst, Intern). This role will work with various levels of management to support the development of a data- driven culture by empowering users through the use of data and analytics to drive business decisions by continuously monitoring and analyzing key performance metrics to ensure targets and goals are being met. The candidate will participate in a range of analytical and data analysis activities which will deliver proactive, actionable insights that anticipate trends, identify risks, and empower business leaders to make informed, timely decisions that improve efficiency, reduce operational friction, and enhance customer experience. RESPONSIBILITIES: Review and report on loss activity within assigned line of business. Provide insights and trends in the industry. Generate regular reporting on key performance indicators. Lead strategic projects in support of Claims Operations and assist in preparing presentations for business leaders. Develop competitive models and analysis utilizing data and analytical skills resulting in dashboard and ad hoc reports. Compiles, cleans, organizes, and analyzes complex data to understand and communicate business results. Conduct presentations as required. Review analysis results with business leaders, providing insights into results relative to expectations. Performs other duties as assigned. QUALIFICATIONS: Must be commutable to our West Trenton, New Jersey office. Cumulative GPA 3.0 or higher Familiarity in data science tools and available systems (Python,SQL, SAS, PowerBi or similar, Office suite) is a plus. Rising Junior or Senior; currently enrolled in a bachelor's or master's degree program. Preferred degree programs: Mathematics, Statistics, Finance, Business, Economics, IT, or related field. Excellent analytical and problem-solving abilities High level of intellectual curiosity Ability to drive strategic direction and take initiative Effective communicator (verbal and written) Demonstrated innovative thinking Strong attention to detail The desire to work collaboratively in a team environment The Claims Insight Analyst, Intern position can pay $21-$23. Starting Rate: $21 Legal Disclaimer: NJM is proud to be an equal opportunity employer. We are committed to attracting, retaining and promoting a diverse and inclusive workforce that is fully representative of the diversity that exists in the communities in which we do business.
    $21 hourly Auto-Apply 60d+ ago
  • APPLICATIONS ANALYST II - EPIC GRAND CENTRAL

    Cooper University Health Care 4.6company rating

    Associate analyst job in Camden, NJ

    About us At Cooper University Health Care , our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies and research protocols. We have a commitment to our employees to provide competitive rates and compensation programs. Cooper offers full and part-time employees a comprehensive benefits program, including health, dental, vision, life, disability, and retirement. We also provide attractive working conditions and opportunities for career growth through professional development. Discover why Cooper University Health Care is the employer of choice in South Jersey. #LI-CU1 Short Description We are excited to have an opportunity for a new team member at Cooper focused on all things Patient Access. We have a team of talented, collaborative and supportive team who support the patient experience here at Cooper University Hospital. We are looking for a seasoned analyst who would be responsible for: - Epic System Implementation and Maintenance: Configuring and customizing the Epic system to meet the specific needs of the organization. - Workflow Analysis: Understanding and optimizing healthcare workflows to ensure efficient use of the Epic system. - Stakeholder Facilitation and Collaboration: Working closely with clinicians, administrators, and IT teams to gather requirements, educate on best practices, and design solutions. - Patient Champion: Keeping the patient experience first and foremost in all that we do. - Organization Champion - speak up, share ideas, and best practices on processes we could improve upon internally. - Must haves: o Ability to work independently o Ability to communicate effectively o Attention to detail. o Mad Epic skills around all things Grand Central and Prelude. Experience Required - Experience required: 3-5 years' experience required - Experience Preferred: Epic Gand Central and Prelude Certification. - Experience with Patient Transport, Bed Planning, Patient and Facility Location Tracking, Environmental Services, Transfer Center, Predictive Analytics, Capacity Command Center, Integration with other Epic modules - Prelude and Cadence and Utilization Reports & Analytics. Education Requirements Bachelors preferred Business, Data Analytics, Information Technology/Systems, Healthcare preferred. 3-5 years relevant clinical, certification, and/or technical experience will be considered in lieu of degree. License/Certification Requirements Preferred RN, PT, OT, MA, LPN. Healthcare experience in hospital, medical practice, or health system. Epic Grand Central/Prelude certification preferred Special Requirements Excellent written and verbal communication. Ability to effectively translate IT terminology and processes with key stakeholders. Strong customer service skills. Ability to multitask in high pace work environment.
    $85k-113k yearly est. 1d ago
  • Head of Pricing, Middle Market

    AXA Group 4.9company rating

    Associate analyst job in Exton, PA

    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
    $60k-74k yearly est. 4d ago
  • APPLICATIONS ANALYST II - EPIC GRAND CENTRAL

    Cooper University Health Care 4.6company rating

    Associate analyst job in Clayton, NJ

    About us At Cooper University Health Care , our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies and research protocols. We have a commitment to our employees to provide competitive rates and compensation programs. Cooper offers full and part-time employees a comprehensive benefits program, including health, dental, vision, life, disability, and retirement. We also provide attractive working conditions and opportunities for career growth through professional development. Discover why Cooper University Health Care is the employer of choice in South Jersey. #LI-CU1 Short Description We are excited to have an opportunity for a new team member at Cooper focused on all things Patient Access. We have a team of talented, collaborative and supportive team who support the patient experience here at Cooper University Hospital. We are looking for a seasoned analyst who would be responsible for: - Epic System Implementation and Maintenance: Configuring and customizing the Epic system to meet the specific needs of the organization. - Workflow Analysis: Understanding and optimizing healthcare workflows to ensure efficient use of the Epic system. - Stakeholder Facilitation and Collaboration: Working closely with clinicians, administrators, and IT teams to gather requirements, educate on best practices, and design solutions. - Patient Champion: Keeping the patient experience first and foremost in all that we do. - Organization Champion - speak up, share ideas, and best practices on processes we could improve upon internally. - Must haves: o Ability to work independently o Ability to communicate effectively o Attention to detail. o Mad Epic skills around all things Grand Central and Prelude. Experience Required - Experience required: 3-5 years' experience required - Experience Preferred: Epic Gand Central and Prelude Certification. - Experience with Patient Transport, Bed Planning, Patient and Facility Location Tracking, Environmental Services, Transfer Center, Predictive Analytics, Capacity Command Center, Integration with other Epic modules - Prelude and Cadence and Utilization Reports & Analytics. Education Requirements Bachelors preferred Business, Data Analytics, Information Technology/Systems, Healthcare preferred. 3-5 years relevant clinical, certification, and/or technical experience will be considered in lieu of degree. License/Certification Requirements Preferred: RN, PT, OT, MA, LPN. Healthcare experience in hospital, medical practice, or health system. Epic Grand Central and Prelude certification preferred Special Requirements Excellent written and verbal communication. Ability to effectively translate IT terminology and processes with key stakeholders.
    $85k-113k yearly est. 1d ago

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How much does an associate analyst earn in Philadelphia, PA?

The average associate analyst in Philadelphia, PA earns between $44,000 and $105,000 annually. This compares to the national average associate analyst range of $47,000 to $98,000.

Average associate analyst salary in Philadelphia, PA

$68,000
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