Remote Investment Analyst - AI Trainer ($50-$60/hour)
Data Annotation
Remote job
We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.
In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.
Benefits:
● This is a full-time or part-time REMOTE position
● You'll be able to choose which projects you want to work on
● You can work on your own schedule
● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work
Responsibilities:
● Give AI chatbots diverse and complex problems and evaluate their outputs
● Evaluate the quality produced by AI models for correctness and performance
Qualifications:
● Fluency in English (native or bilingual level)
● Detail-oriented
● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
● A current, in progress, or completed Masters and/or PhD is is preferred but not required
Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.
$50-60 hourly 60d+ ago
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Mortgage Risk Analyst I, Full-Time, Hybrid MA
Digital Federal Credit Union 4.6
Remote job
Job Category: Mortgages
Apply now
Posted : December 5, 2025
Full-Time
Hybrid
Marlborough, MA 01752, USA
Description
Schedule
Monday through Friday 8a-5p
What You'll Do
Summary/Objective:
The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines.
Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process.
Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel.
Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas.
Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues.
Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID.
Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU.
Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan.
Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns.
Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating.
Review new products/services for potential compliance concerns; prepare risk assessments.
Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures.
Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems.
Make recommendations for changes to procedures and documentation.
Create and maintain gap analysis detail reporting.
Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data.
Communicate effectively with team members and Mortgage Department leadership.
Identify issues and elevate as needed.
Perform other job-related duties as assigned.
What You'll Need
Education and Experience Requirements:
5-7 years of leadership and related mortgage lending experience
BA/BS Degree
Knowledge of State and Federal compliance regulations
Knowledge of Secondary Market guidelines
Additional Eligibility Requirements:
Professional Written and Verbal Communication skills
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal‑opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range $30.00 - $33.70
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr
$30-33.7 hourly 23h ago
Remote Licensed Financial Services Professional
Cirkal Financial Services Fl. LLC
Remote job
Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions.
Position Overview:
We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers.
Responsibilities:
Educate clients on life insurance, annuities, and financial planning options
Develop customized strategies to meet client needs
Build long-term client relationships through trust and service excellence
Maintain required state licenses and compliance standards
Qualifications:
Active state Life & Health Insurance License (or willingness to obtain)
Strong communication and interpersonal skills
Self-motivated and entrepreneurial mindset
Experience in sales, finance, or customer service a plus
What We Offer:
Remote flexibility with unlimited earning potential
Access to top carriers and products
Ongoing mentorship and professional development
Advancement opportunities within Cirkal Financial Services
To Apply:
Send your resume or inquiry to []
$39k-74k yearly est. 4d ago
Healthcare Economics Consultant - Remote
Unitedhealth Group 4.6
Remote job
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together.
You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week.
Primary Responsibilities:
Support internal clinical, financial and quality data analysis to support value-based care agreements with various provider types at a national and local level
Create and support standard financial, utilization and quality reporting in accordance with contracting guidelines
Support ad-hoc analysis through gathering claims, financial, or membership data and summarizing key findings clearly with limited guidance
Support internal data analysis and other deliverables through data troubleshooting and data validation with guidance
Understand conceptual strategies and be able to present key deliverables, answer questions, participate in discussions, and make recommendations via meetings and emails
Lead projects to completion by contributing to the analysis and creation of financial reporting or the automation of reporting
Proactively manage routine processes and anticipating customer needs through independent prioritization
Serve as a resource to executive leadership in support of value based contracting strategy
Solve complex and ambiguous problems with broad impact on the business through critical thinking and resourcefulness
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
3+ years of experience in an analytics capacity with evidence of proactive critical thinking and creative problem solving
Experience in the healthcare insurance industry with exposure to medical claims data
Intermediate or higher level of proficiency in MS Excel and Pivot Tables
Beginner or higher level of proficiency with coding in Snowflake, Toad, Snowsight, SQL, or SAS
Demonstrated highly effective verbal and written communication skills for a variety of audiences
Demonstrated ability to effectively manage multiple priorities
Preferred Qualification:
Demonstrated familiarity with SMART or other claims platform
*All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 to $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.
Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
$72.8k-130k yearly 23h ago
Entry Level Financial Professional (Remote)
BYO Financial
Remote job
We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.
This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within).
You DO NOT need to quit your EXISTING CAREER.
NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you!
OUR COMPANY OFFERS:
Full, In-Depth Training Program
Flexible Schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential
Work From Home
KEY RESPONSIBILITIES:
Study, learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies and efforts
QUALIFICATIONS:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Valid US government issued ID
Soft background check required
No criminal history/record
A working laptop and internet connection
Able to complete licensing requirements within 30 days
Accountable with a high level of integrity
PREFERRED QUALITIES:
We are looking for individuals that have the following qualities and mindset:
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You have an entrepreneurial spirit.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented.
You can work independently and work well as a team player.
Sports/Club/Team Background, Sales, and Teaching experience is always a plus.
INCOME MODEL:
1099 Contractor
Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000)
Residual income per annual client contract anniversary
Passive income base for agency development
Equity asset and full business ownership
Bonuses
World travel
ENVIRONMENT:
Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry.
Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.
$40k-74k yearly est. 8d ago
Portfolio and Wealth Advisory Analyst
BBR Partners 4.3
Remote job
BBR Partners is excited to continue our successful Advisory Analyst Program. A two-year commitment, Advisory Analysts are essential to BBR's ability to scale while providing unparalleled hospitality and guidance to our clients. The ideal candidate is passionate about wealth management and has a strong desire to learn and develop both personally and professionally. This program begins on August 3, 2026.
Responsibilities:
Provide support to the team by contributing to and conducting analysis on multiple client portfolio projects including investment management, wealth transfer and tax planning
Generate and edit client presentations and marketing proposals for prospects
Prepare reporting for internal meetings relating to clients, prospects, and investment managers
Maintain and manage client data utilizing both proprietary and 3rd party software (APX & Seismic)
Assist with client service functions including account applications, cash management and data reconciliation
Collaborate with senior team members to resolve complex client requests or other ad hoc tasks
Valued Competencies:
Recent undergraduate degree and a strong academic track record
Demonstrated interest in Asset or Wealth Management
Proficiency in MS Office Suite, especially Excel
High degree of intellectual curiosity and resourcefulness
Excellent communication and time allocation skills: adept at managing expectations
Exceptional interpersonal skills: ability to work both autonomously and harmoniously with a team
Comfortable being wrong: seeks to learn from mistakes and takes accountability
Exhibits enthusiasm for professional development and personal growth
Demonstrates unquestioned ethics and credibility
What We Offer:
Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment.
Competitive base salary and incentive compensation.
Company subsidized health, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical memberships (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Personalized development and career opportunities.
Flexible time off and paid parental leave, as well as opportunity for Sabbatical with company tenure.
Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress.
New office space with a variety of perks and amenities including catered lunches and stocked pantry.
Additional Information:
Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $75,000 and $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, 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.
$75k-85k yearly Auto-Apply 1d ago
Equity Analyst - REMOTE - Est Only
Insight Global
Remote job
Collect customer requirements, determine technical issues, and design reports to meet data analysis needs. Identify new sources of data and methods to improve data collection, analysis, and reporting. Collect, analyze, and report data to meet customer needs. 4 years of experience are required.
Join this enterprise networking organization-one of our fastest-growing sales teams and the talent engine that consistently delivers profitable growth. We serve the customer lifecycle by connecting customers with transformative solutions to drive business value and efficiency. Here, you'll find a supportive environment with coaching, training, and on-the-job learning to accelerate your career. Enjoy our award-winning, flexible workplace powered by the latest technology, where innovation and giving back to the community are at the heart of what we do. Be part of a dynamic team that thrives on adapting to market changes and making an impact.
Your Impact: Data Analyst
As a Data Analyst supporting Strategy, Planning, and Operations, you will play a critical role in enabling Global Virtual Sales organization to make data-driven decisions and drive operational excellence. You will collaborate closely with business leaders, sales teams, and cross-functional partners to deliver actionable insights, optimize processes, and support strategic initiatives that fuel growth and efficiency.
What You'll Do
- Analyze & Interpret Data: Gather, validate, and analyze sales, customer, and operational data to identify trends, opportunities, and areas for improvement across the organization.
- Deliver Actionable Insights: Develop dashboards, reports, and visualizations that translate complex data into clear, actionable business intelligence for leaders and teams.
- Support Strategic Planning: Provide data-driven recommendations to inform strategy development, resource allocation, and business planning.
- Drive Operational Efficiency: Identify process bottlenecks and recommend solutions to streamline operations and enhance productivity.
- Collaborate Across Teams: Partner with Sales, Marketing, Finance, and other stakeholders to support business reviews, forecasting, and performance tracking.
- Promote Innovation: Leverage latest analytics tools and technologies to drive continuous improvement and innovation in sales operations.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
- Hands-on experience (3+ years) with data cleaning, preprocessing, and ensuring data quality using SQL and data warehousing tools such as Snowflake, SAP HANA or other.
- Proficiency (3+ years) in creating, optimizing, and maintaining data flows and Tableau (or similar) dashboards to visualize and communicate key business metrics.
- Strong analytical skills with demonstrated ability (3+ years) (sales or marketing preferred) to conduct market trend analysis and deliver actionable insights.
Desired Skills/Qualifications/System Experience requirements: ("Nice to have Qualifications")
- Prior experience working with Cisco datasets or within the Cisco ecosystem. Salesforce experience a plus as well.
- Familiarity with scripting languages such as Python or R for advanced data manipulation and analysis.
- Excellent communication skills with the ability to present complex data findings to non-technical stakeholders.
$81k-124k yearly est. 15d ago
Control Room Equity Research - Compliance
Mizuho Financial Group
Remote job
About the Team The Americas Compliance Department ("ACD") manages compliance risk and provides compliance support services in the United States for Mizuho Bank, Ltd. and its U.S. subsidiary bank, Mizuho Bank (USA) and Mizuho Americas LLC, the U.S. bank holding company for Mizuho Financial Group. ACD manages compliance and regulatory risk by establishing compliance policies, providing training, advising on U.S. regulatory matters, monitoring anti-money laundering and know your customer matters, conducting compliance reviews, and coordinating regulatory examinations.
Essential Duties & Responsibilities:
This position is for a Control Room Officer with focus on Equity Research
* Serve as the Compliance Subject Matter Expert on Information Barriers
* Serve as Subject Matter Expert to Equity Research Group
* Develop and maintain relationships with key stakeholders, including businesses and other risk functions, to ensure implementation of an effective compliance program.
* Assist on the maintenance of the Firm's Global Watch and Restricted Lists, including seeking and responding to updates from investment banking teams
* Serve as subject matter expert to advise research, sales and trading on various restrictions
* Assist the business with research vetting's from Investment Banking, the related wall crossings and chaperoning meetings between Investment Banking and Equity Research.
* Advisor to business groups, Legal and Compliance colleagues on Information Barriers, wall crossing procedures, sensitive information and need to know policies
* Review and approve equity research as needed
* Respond to Internal Audit and regulatory inquiries
* Execute projects as assigned by supervisor and/or Compliance senior management.
* Participate in the drafting of compliance related policies and procedures. Make recommendations to develop or enhance business unit procedures as they relate to compliance subject matters; and respond to compliance related questions from management and staff.
Required Background & Skills:
Seeking a highly motivated individual who is willing to actively participate as part of the Mizuho's Compliance team. The candidate must:
* Think analytically and provide advice based on sound judgment
* Have solid working knowledge of rules around MNPI (i.e., Section 15(g) of the '34 SEC Act), research rules (e.g., FINRA Rule 2241, 2242, Safe Harbors, Global Settlement), Regulation M
* Work effectively in a team environment and foster effective relationships
* Be able to react in a fast-paced environment, managing a wide variety of requests
* Be able to work positively and make decisions under time pressure
* Be able to interpret and apply SEC, FINRA and other regulatory rules
Qualifications:
* Bachelor's degree
* Minimum of 10 years of relevant Compliance or Control Room experience
* FINRA Broker Dealer experience
* Strong knowledge of financial markets and products
* Outstanding analytical and organizational skills
* Experience leading and delivering on projects
* Excellent communications skills (verbal and written)
* Experience on desk trading surveillance related to Watch and Restricted list preferred
* FINRA licenses (e.g., Series 7, 24) preferred
* Master's Degree or J.D. a plus
The expected base salary ranges from $200,000.00. - $260.000.00. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, including but not limited to Medical, Dental and 401k that begin on day one of employment, successful candidates are also eligible to receive a discretionary bonus.
#LI-Hybrid
#LI - NR1
Other requirements
Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process.
Company Overview
Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit ***********************
Mizuho Americas offers a competitive total rewards package.
We are an EEO/AA Employer - M/F/Disability/Veteran.
We participate in the E-Verify program.
We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law.
#LI-MIZUHO
$200k yearly Auto-Apply 4d ago
Analyst, IP Expert Testimony - Summer 2026
J.S. Held 4.1
Remote job
Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets.
The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situation
We are seeking an Analyst to join our Intellectual Property team.
This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to join the Intellectual Property team, whose responsibilities extend beyond those of traditional Analyst. The ideal person for this role will need to not only have a strong grasp of the Intellectual Property industry, but also be flexible and a strategic thinker able to take on a variety of tasks.
Job Responsibilities:
* Creating complex financial models
* Performing and synthesizing in-depth industry, technology, and company-specific research
* Writing reports and preparing presentations
* Attending client meetings to collect information for analyses
* Reviewing and analyzing financial, marketing and other documents produced in litigation
* Critiquing opposing parties' economic arguments
Qualifications
Required Qualifications:
* Bachelor's degree in finance, accounting and/or economics
* Academic success - minimum 3.5 GPA
* Proficient in Microsoft Excel, Word and PowerPoint
* Excellent written and oral communication skills
* High degree of professionalism, integrity, flexibility
* Exceptional analytical skills
* Ability to work well in a team environment
Preferred Qualifications:
* Relevant work experience including accounting, finance, economics, valuation methodologies, and/or financial modeling preferred
Physical and Mental Job Qualifications
* Must be willing to work in person in our Houston, TX office
#LI-PF1
Additional Information
Some of the Benefits We Have Include
J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team's needs.
* Our flexible work environment allows employees to work remotely, when needed
* Generous PTO Policy
* Medical, Dental, and Vision Insurance
* 401k Match
A reasonable estimate of the salary range for this role is $70,000 - $85,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.
Please explore what we're all about at ***************
EEO and Job Accommodations
We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!
J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
If you are an individual with a disability and would like to request for a reasonable accommodation, please email *************** and include "Applicant Accommodation" within the subject line with your request and contact information.
All your information will be kept confidential according to EEO guidelines.
$70k-85k yearly 4d ago
Public Finance Investment Banking Analyst
Northland Securities 3.8
Remote job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 20d ago
Senior Investment Analyst
Legalist
Remote job
Intro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
Core responsibilities:
Conduct due diligence on prospective credit investments and prepare clear, data-driven investment recommendations for senior team members
Build and maintain sophisticated Excel-based financial models to evaluate complex assets across industries and structures
Prepare valuation, scenario, and performance analyses to support underwriting decisions and monitor ongoing investments
Partner with the origination team to identify, evaluate, and help close target counterparties
Support cross-functional initiatives related to origination, underwriting, structuring, portfolio management, operations, technology, and marketing
Qualifications:
Bachelor's degree in a relevant field; advanced degrees encouraged
5+ years of relevant experience in finance, credit, law, or advisory/consulting roles, ideally with exposure to complex assets or structured investments
Strong proficiency in financial statement analysis, advanced Excel-based financial modeling, and asset and enterprise valuation
Highly analytical, detail-oriented, and comfortable owning independent analytical workstreams
Strong written and verbal communication skills with both technical and non-technical stakeholders
Thrives in a fast-paced, growth-oriented environment
$82k-143k yearly est. Auto-Apply 1d ago
Public Finance Investment Banking Analyst
Firstnational 3.8
Remote job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 20d ago
Investment Banking Analyst
Armory Group 4.6
Remote job
Armory Group, LLC is a national financial services firm, offering a full spectrum of advisory and professional services, including investment banking, strategic advisory, consulting, and asset management services, all focused on middle market companies. Through its investment banking affiliate, Armory Securities, LLC, Armory provides clients with a wide range of financial advisory services from mergers and acquisitions, debt or equity financing, special situations and restructuring services. Through its consulting and advisory affiliate, Armory Strategic, LLC, Armory provides clients with a wide variety of financial and operational services, including general strategic advisory, interim management, performance improvement, cost reduction, and transaction support.
Job Description & Responsibilities:
Armory is seeking a results-oriented professional, who can analyze company financial information, develop financial models and lead workstreams in connection with special situations investment banking projects for Armory Securities, LLC. This role requires strong financial modeling background and ability to complete high-quality work product in high-pressure, client-critical, transaction-oriented situations.
Armory offers a unique opportunity for Analysts to work as generalists on projects that provide exposure to various financial advisory and investment banking products and industries. The Boston-based investment banking analyst will have exposure to multiple industries, such as industrials, business services, manufacturing, technology, consumer & retail, and food & beverage. Analysts can expect to be involved in a variety of transactions, including valuation, debt and equity financings, mergers and acquisitions, recapitalization and restructuring assignments. Transaction teams are typically small in size, providing significant responsibility and exposure to senior level professionals and clients
Requirements:
Bachelor's degree with top academic performance
Minimum one to two years of investment banking or restructuring experience required
Strong interest in M&A, debt and equity capital markets, special situations, and restructuring investment banking
Strong quantitative and qualitative skills, with experience in financial modeling and financial statement analysis
Self-directed, highly motivated, able to learn and work independently in a fast-paced, challenging environment and manage a variety of transactions and projects simultaneously
Excellent verbal and written communication skills
Demonstrated team player and leader with a strong motivation to contribute to a positive team culture
SIE, Series 63, and Series 79 licenses required at time of hiring or shortly thereafter
This is a full-time position based in Boston, MA. This is a hybrid role, consisting of both in-office and remote work. The targeted start date is immediate. Travel will be required at times. Compensation includes base salary, discretionary bonus commensurate with the industry, and full benefits (including health, dental, vision, flexible spending account, and 401k).
At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
Job Purpose:
This position works closely with Legal, Tax, Compliance, Investment Accounting and TruStage Capital Advisors Cash Management and Investment professionals to facilitate and coordinate closing deals. Manage the closing of transactions for assigned asset class committed to by TruStage Capital Advisors. Manage the servicing and monitoring of portfolio investments for TruStage Capital Advisors on behalf of TruStage.
Design and implement efficient and effective policies and procedures necessary for smooth transaction, closing and efficient monitoring. Support credit and/or alternatives investment teams to facilitate closing new deals and servicing existing ones. Back up and support other Investment Operations Analysts to balance out workflow and manage coverage.
Build and maintain positive internal and external customer relationships. Foster, nurture and develop external relationships with service providers, outside counsel and others. Act as primary point of contact between TruStage Capital Advisors and various outside service providers (CRM, fund accounting, State Street, external counsel, insurance company peers), coordinating and facilitating the flow of information and responsiveness.
Primary responsibility for managing and coordinating the processes involved with closing and funding investments so that TruStage Capital Advisors meets all funding deadlines. Manage the utilization of CRM and other applications that improve the efficiency of the investment and monitoring processes. Under the direction of TruStage Capital Advisors management and legal, provide advice and counsel to all internal and external parties associated with the deal processes.
Job Responsibilities:
New Deal Management: (may include, among other things)
Coordinate all phases of documenting and funding deal transactions; manage communications to all relevant parties; generate and provide reporting tools.
Collect, review, monitor, save and distribute due diligence materials; assign analyst(s)
Maintain and review deal files. Ensure completeness of files from inception to closing.
Maintain pipeline database system as it relates to the deal flow and the portfolio.
Oversee the ticketing and funding processes as appropriate (whether generating tickets to effect deal closings, reviewing tickets for accuracy, confirming wires sent/received, ensure supporting documentation for transaction set up).
Positively represent the company in relationships with all parties affiliated with the deal process.
Existing Deal Management: (may include, among other things)
Collect, review, save and monitor various reports, communications, financial statements and compliance certificates or oversee third party providers of such.
Track, monitor and take primary responsibility for responding to general questions from outside relationships.
Coordinate early loan payoff requests, including preparing prepayment premium calculations, and loan releases.
Manage the closing process for trading of securities/assets, including coordinating the transfer of original securities.
Report and track complex structured deals; manage and track documentation pursuant to record retention practices.
Maintain files for completeness and timeliness of data; assist Operations with audit requests.
Identify investments with developing concerns for monitoring more closely; manage amendment/waiver, credit review and OTTI processes.
Compliance/Legal Management (may include, among other things)
Maintain restricted lists in accordance with TruStage Capital Advisors practices.
Manage legal and compliance documentation related to amendments, waivers, and workouts; serve as liaison to investment counsels.
Ensure appropriate resource coverage.
Manage, respond to and complete data requests from internal (e.g., internal audit and investment accounting) and external (e.g., KYC, counsel, auditors) sources
Position Specific: Credit/Alternatives Team
Research deal/fund/data requests from Operations, legal or other areas.
Maintain process manual; schedule team meetings; maintain website access, subscription services, etc.
Position Specific: Investment Administration - Private Structured Investments
Work closely with legal, tax, compliance, investment accounting, cash management, and investment professionals to facilitate and coordinate private placement and private structured transactions with limited supervision
Manage the closing of transactions, servicing and monitoring of portfolio investments.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Job Requirements:
Bachelor's degree, paralegal certification, or Certified Mortgage Servicer certification from the Mortgage Banking Association strongly preferred, or 7+ years of equivalent and relevant work experience.
Experience with insurance and regulatory matters preferred.
Advanced project management, leadership, organizational and planning skills.
Demonstrated negotiating and time management skills.
Strong attention to detail.
Problem solving skills, including effective problem analysis, root cause identification and creative solution development.
Strong written and verbal communications.
Ability to work collaboratively with internal and external parties; demonstrate professionalism and consultative demeanor.
Maintain notary public in good standing and licensing as required.
Ability to travel 5% or less.
Position Specific: Investment Administration - Private Structured Investments
Advanced degree or professional certification (e.g., CFA, CAIA) preferred.
7+ years of experience including 4+ years in investment operations, with a focus on private placements and structured assets.
Proficiency in investment management software and tools (e.g. Bloomberg, PAM, Office Suite).
Experience in Power BI or similar tools is a plus.
#LI-LT
If you're ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range:
$81,500.00 - $122,300.00
At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what's most important.
Accommodation request
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
$81.5k-122.3k yearly Auto-Apply 60d+ ago
Investment Analyst
Pds 3.8
Remote job
Full Job Description
Who we are: Founded in 2001, Vivid Seats (NASDAQ: SEAT) is a leading online ticket marketplace committed to becoming the ultimate partner for connecting fans to the live events, artists, and teams they love. We believe in the power of experiences and are fiercely dedicated to building products that inspire human connections. Named as one of Built In Chicago's top 10 places to work in 2021, we believe that our People are our greatest competitive advantage. To support our People, we have built a company culture that empowers our employees to embrace challenges, encourages unity through collaboration, and seeks to constantly evolve by leveraging data and inspiring innovation
The Opportunity:
As the Investment Analyst you have the unique opportunity to utilize your passion in sports & entertainment and apply that knowledge within your career. You will be a vital part of the Investment team managing and pricing ticket inventory for live events acquired through the company's various partnerships.
In this role you'll keep a close pulse on the sports & entertainment industries to see how external factors have driven secondary market trends. You will be analyzing those trends and their corresponding sales data to accurately price tickets, ensuring you minimize our company's risk and maximize its profits. You'll expand our business by seeking valuable opportunities in which we can make our marketplace more vibrant, more liquid, and more successful. This will require the ability to react quickly to the ever-changing live marketplace no matter the time, place, or situation. Imagine the most popular performers in the world announcing their farewell tour, or a team clinching a spot in the championship game - you'll analyze demand and secure inventory, providing robust purchasing options for our marketplace customers.
How your role contributes to the success of Vivid Seats:
Maximizes revenue and minimizes risks of certain assets acquired through the company's various partnerships
Leverages market data into actionable insights and opportunities for pricing optimization
Boosts company growth and adds marketplace liquidity by capitalizing on profitable investment opportunities
Provides company key insights into market behavior by transferring supply-side knowledge and helping to forecast demand
Connects buyer with seller by ensuring our listings are maximally exposed and 100% accurate
How your role expectations will progress as an Investment Analyst in the first 30, 90, and 180 days:
30 days in
Complete new hire orientation, gaining the resources you need to be successful
Learn how ticket marketplaces operate and how you'll contribute to providing great experiences for our customers
Acclimate to team and company norms, business objectives, and Vivid Seats values
Assist Investment Managers with near term pricing assignments and data organization
Build a foundation of knowledge regarding departmental processes by actively participating in team calendar events
Learn the basic principles behind our department's pricing theorem and strategies
90 days in
Contribute to our approaches, methods, or technologies to support overall business goals and drive team efficiencies
Maintain, harvest and aid internal and external relationships to achieve progress and advance objectives
Begin assuming sole responsibility of specific pricing assignments while applying the pricing theorem and strategies set forth by the department
Research potential ticketing opportunities that would bring value and liquidity to the marketplace
180 days in
Apply methods to execute individual tasks that positively impacts the team
Play an active role in continued learnings to advance skill sets necessary for team goals
Expand your assignments and long-term asset management into a full-time position
Earn autonomy in securing potential ticketing opportunities
What You'll Bring:
Experience screen-trading financial products or actively capitalizing on marketplace inefficiencies with a proven track record of trend recognition and risk management
Experience constructing diverse portfolios in any asset class or skill-based game with a detailed account of hedging against risk and identifying asymmetrical upside (preferred)
Ability to manipulate and analyze large datasets using Excel or Google Sheets, evaluate market trends, and consider external factors in determination of producing optimal outputs
Analytical, method-driven mind that values process over results
Experience in a fast-paced environment with exceptional attention to detail alongside the ability to prioritize tasks and meet deadlines
Adaptable schedule expecting to work outside of typical business hours to meet the demands of our industry
A strong sense of urgency coupled with an intrinsic desire to complete all tasks with 100% accuracy and efficiency
Live Event Enthusiast!
Our Commitment:
We are an equal opportunity employer that values the critical importance of a diverse workforce and sense of belonging. Many of our roles have flexible requirements and we encourage you to apply regardless of whether you meet every qualification.
Vivid Seats provides competitive compensation; bonus incentives; FLEX PTO; mental health days; medical, dental, and vision insurance; 401K matching; monthly credits and discounts for attending live events; remote work and snack allowances; and a variety of additional workplace perks.
$69k-99k yearly est. 60d+ ago
Investment Analyst, Alternatives
Le_ICMA-RC International City Management Association Retirement Corporation
Remote job
Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.
$73,810.00 - $110,720.00
The Investment Analyst, Alternatives will support the Fund Manager, Alternatives, in managing proprietary alternative investment portfolios, including private equity, private credit, real estate, hedge funds, and other non-traditional asset classes. The Investment Analyst will assist in research, analysis, and due diligence of investment managers and strategies, as well as monitoring portfolio performance and preparing reports. This role is critical in providing analytical and operational support to ensure effective portfolio management and adherence to investment objectives.
Essential Functions for this role include:
Conduct qualitative and quantitative analysis on alternative investment funds, strategies, and managers.
Assist in preparing financial models, performance attribution, and benchmarking for existing and prospective investments.
Stay informed on market trends, economic developments, and alternative investment strategies.
Assist in the due diligence process for new and existing managers, including data collection, document review, and preparation of summary reports.
Participate in meetings and calls with investment managers; help compile notes and follow-up items.
Track portfolio performance, cash flows, capital calls, and distributions.
Prepare routine and ad hoc reports for internal committees, regulatory filings, and client communications.
Maintain accurate records of investment activity and manager correspondence.
Support the Fund Manager in implementing portfolio changes and rebalancing activities.
Assist with special projects related to investment strategy, compliance, and operational improvements.
Coordinate with internal teams such as Finance, Legal, and Compliance on investment-related matters.
Help maintain relationships with asset managers and external partners through timely communication and follow-up.
Attend industry conferences and meetings as needed to support networking and research efforts,
Performs other duties as assigned
If you have the following skills, we encourage you to apply:
Bachelor's degree in business or a relevant field
One (1) to Three (3) Years of Experience in investment management with a focus on alternative asset classes, including private investments and hedge funds. Strong analytical skills, understanding of portfolio construction, and familiarity with due diligence processes. Ability to communicate complex investment concepts clearly and effectively to various stakeholders.
Technical/Functional Skills (select required or preferred):
Experience in one or more investment areas within the private market investing
Experience with fostering relationships among institutional managers and investors
Experience in quantitative and qualitative analysis and/or management of external managers
Experience in reviewing, evaluating and negotiating complex partnerships and contractual agreements
Ability to work independently as well as in a collaborative, team-oriented environment
Excellent written, oral and interpersonal communication skills
Experience and skill in understanding and evaluating sophisticated investment strategies
Strong computer skills (Excel, Powerpoint, Word).
Must possess highest ethical standards
To benefit your career and support your wellbeing, we offer:
Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
Flexible and hybrid work schedules to support work-life balance
Tuition reimbursement to support continued education
Professional and career development opportunities, including courses and certifications
Comprehensive wellness programs promoting physical, mental, and emotional health
Volunteerism initiatives to encourage community engagement
Click
here
to learn more about MissionSquare's benefits.
Equal Employment Opportunity
As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$73.8k-110.7k yearly Auto-Apply 7d ago
Portfolio Analyst (HYBRID)
AXA Equitable Holdings, Inc.
Remote job
At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
We are seeking a full-time Associate to join the General Account ("GA") Investment team to support the day-to-day management of the GA investment portfolio. The successful candidate will work closely with senior team members, external managers and cross-functional partners to provide support investment activity, portfolio monitoring and performance reporting.
Responsibilities include:
* Supporting the day-to-day management of the fixed-income portfolio for the general account
* Providing support on new investment manager or strategy diligence, development, and implementation of investment guidelines, as well as manager onboarding.
* Maintaining and enhancing investment dashboards and reporting related to portfolio exposure, investment activity, and performance.
* Collaborate with accounting, treasury and external managers to ensure investment data accuracy and integrity
* Preparing investment committee memos, board presentations, and materials for regulators and rating agencies
* Participating in industry conferences and staying updated on emerging industry trends and themes in insurance asset management
* Performing ad-hoc research and analytical projects as needed
In office schedule: This team member will be working in the office 2-3 days/week.
The base salary range for this position is $100,000 - $130,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications:
* Bachelor's degree with a concentration in Business, Finance and/or Economics
* 2 years of relevant experience in a multi-sector investment analyst role, preferably within the insurance or asset management industry
* Interest and experience in fixed income markets (both public and private)
Preferred Qualifications:
* MBA or CFA
* Analytical skills and attention to detail
* A collaborative mindset and a strong sense of ownership and accountability
* Excellent written and verbal communication skills
* Self-starter with a proactive mindset and a willingness to learn
* Proficiency in Microsoft Office (Excel, PowerPoint) and working knowledge of portfolio management systems (Aladdin, Clearwater, Bloomberg)
* Knowledge of Python/SQL or other coding languages
Skills
Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
Investments: Knowledge of the investments business; ability to analyze and evaluate asset types, market and industry trends, major issues, and regulatory considerations.
Investment Operations Management: Knowledge of investment operations management; ability to effectively and efficiently manage investment operations through various investment operations principles, procedures, and techniques.
Portfolio Management: Knowledge of investment portfolios; ability to utilize relevant tools and techniques in managing clients' securities investments.
ABOUT EQUITABLE
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.
$100k-130k yearly 60d+ ago
Financial and Investment Analysts
Weekday Ai
Remote job
This role is for one of our clients
We are seeking experienced Financial and Investment Analysts to contribute to a research project in collaboration with one of the world's leading AI organizations. In this role, you'll apply your professional expertise to design and evaluate occupation-specific questions that reflect real-world financial analysis and investment practices.
Requirements
Eligibility Requirements:
Minimum of 4+ years of full-time experience as a Financial and Investment Analyst.
Must be based in the United States, United Kingdom, or Canada.
Must have access to a desktop or laptop computer (Chromebooks are not supported).
Project Details:
Flexible and fully remote - work asynchronously on your own schedule.
Minimum commitment of 15 hours per week (availability of work may vary).
The project is expected to continue through the end of 2025, with a possibility of extension.
Contribute your professional insights to help build advanced AI systems informed by real-world financial expertise.
Compensation & Contract Terms:
Competitive hourly rates, determined by experience and geographic location. ($90-$200per hour)
Weekly payments via Stripe Connect, based on actual hours worked.
Engagement is structured as an independent contractor on an “at-will” basis.
Visa sponsorship (H1-B or STEM OPT) is not available for this role.
$58k-106k yearly est. Auto-Apply 60d+ ago
Summer Analyst, Business Development & Acquisitions
Pyramid Birmingham Campus Management
Remote job
Welcome to Pyramid Global Hospitality, where people come first. As a company that values its employees, Pyramid Global Hospitality is dedicated to creating a supportive and inclusive work environment that fosters diversity, growth, development, and wellbeing. Our commitment to a People First culture is reflected in our approach to employee development, employee benefits and our dedication to building meaningful relationships.
Pyramid Global Hospitality offers a range of employment benefits, including comprehensive health insurance, retirement plans, and paid time off, as well as unique perks such as on-site wellness programs, local discounts, and employee rates on hotel stays. In addition, Pyramid Global Hospitality is committed to providing ongoing training and development opportunities to help our people build the skills and knowledge they need to advance their careers.
Whether you are just starting out in the hospitality industry or are a seasoned professional, Pyramid Global Hospitality offers a supportive and collaborative work environment that encourages growth and fosters success, in over 230 properties worldwide. Join their team and experience the benefits of working for a company that values its employees and is committed to creating exceptional guest experiences.
Check out this video for more information on our great company!
About our property:
Pyramid Global Hospitality (“Pyramid”) is a leading hotel management company, operating in the US, Caribbean, and Western Europe. With portfolio revenues exceeding $3 billion, Pyramid manages 230 hotels, resorts, and conference centers, both branded and independent. The firm maintains offices in Boston (Headquarters), Cincinnati, Houston, and London. Additional information about Pyramid can be found at ********************* In 2021, Pyramid and Benchmark Resorts and Hotels merged to add an additional 59 Managed or Asset Managed Resorts and over 10,000 additional team members. The two companies share the same company culture, values and philosophies. We are growing and opportunities abound! What really sets Pyramid apart from our competitors is our reputation as an employer. Professional growth is not just possible throughout the company but planned and encouraged. The Leadership Team at Pyramid consider team member development its first priority, understanding that success is only achieved in a workplace where every contributor is respected and recognized. This is why we deliver superior results. There is opportunity to work directly with senior leaders, experience stretch assignments and learn hospitality management from industry giants. You will come to know a distinctive people centric culture that is at the core of all we do. The decisions we make and the paths we take are bound by a commitment to our Owners, Associates, Customers and the Communities where we work. We attract the most talented associates in the industry, and actively encourage candidates with a “hospitality spirit” who may be thinking about a career change to join our team.
What you will have an opportunity to do:
Pyramid Global Hospitality is seeking to add a Hotel Investment & Acquisitions Summer Analyst to its Business Development Team in the Summer of 2026. Pyramid will be aggressively seeking new business opportunities and will require a skilled, high-energy Analyst to support the initiative. The ideal candidate will be heading into their senior year of undergraduate education following the internship, with an anticipated start date in the first week of June. The candidate will report directly to the Director of Acquisitions & Development and will be actively involved in the diligence and underwriting of new investment opportunities.
ESSENTIAL FUNCTIONS:
- Assist in developing financial modeling of new acquisitions, development, and management opportunities across all Hotel and Resort property types
- Prepare detailed market due diligence and research, including supply/demand fundamentals, economic trends, and comparable sales, etc.
- Produce written materials and analysis for memos and presentations
- Deal-level support to investment and operations teams on live transactions
- Perform other ad-hoc analyses as assigned
What are we looking for?
- Rising Senior from an accredited college or university with a preferred focus in Finance or Hospitality
- Advanced aptitude in Microsoft Excel and PowerPoint required
- Exceptional analytical, problem solving, and critical thinking skills
- Comfortable in a fast-paced environment, travels as needed, and embraces various responsibilities with a high degree of independence
- Strong organizational skills, attention to detail, and excellent technical and interpersonal skills
- Welcomes team collaboration to complete tasks, meet goals, or manage projects
- Operates efficiently in a deadline driven work environment with proven ability to meet deadlines and deliver on business goals
- Proven interest in real estate investments
- Proven excellence in academic performance
Compensation:
$25.00
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$25.00
Pyramid Global Hospitality is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Actual compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years & depth of experience, certifications and specific office location. This may differ in other locations due to cost of labor considerations.
AI Training - Analysis role focused on understanding retail trading flows, crowd sentiment, and prediction-market behavior. You'll evaluate real-world market events, assess probability signals, and provide structured reasoning grounded in current news, price action, and investor psychology.
This work blends forecasting, market awareness, and hands-on judgment to help train AI systems that interpret retail trading patterns and probabilistic thinking.
You'll review and label trading-related data, analyze how retail investors respond to major events, and interpret prediction-market signals across domains like equities, macro, crypto, and global news.
Candidates should be active market participants with a strong sense of how independent traders react to risk, catalysts, volatility, and sentiment shifts.
Ideal applicants have experience with trading platforms or prediction markets, stay up to date on financial and geopolitical developments, and can communicate their reasoning clearly and consistently.
This is a fully remote contract role with flexible hours and high impact on frontier AI research.